STATE CHARTERED CREDIT UNIONS IN FLORIDA
2025 · Form 990 · revenue $8.0M · expenses $6.7M · assets $121.9M
- Also known as
- ADVENTHEALTH CREDIT UNION
- EIN
- 59-1022425
- Address
- 351 S STATE ROAD 434 STE 1009, ALTAMONTE SPG, FL 32714-3884
- Website
- WWW.AHCU.CC
- NTEE code
- -
- Subsection
- 501(c)(14)
- Ruling year
- 1970
- Cross-check
- ProPublica Nonprofit Explorer
Mission
OUR MISSION IS TO EMPOWER MEMBERS TO ACHIEVE THEIR FINANCIAL GOALS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
7 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 |
|---|---|---|---|---|---|
| John Adam Neusaenger | PRESIDENT/CEO | 2022-2025 | $249,166 | $815,959 | 1 |
| Shushilya Mohammed | CHIEF OPERATING OFFICER | 2022-2025 | $153,172 | $541,918 | 1 |
| Veronica Gurmendi | CONTROLLER | 2022-2025 | $136,107 | $495,719 | 1 |
| John W Martin (former) | PRESIDENT/CHIEF EXECUTIVE | 2015-2022 | $222,979 | $1,321,780 | 1 |
| Rob Hatefi (former) | President/CEO | 2010-2012 | $114,857 | $358,689 | 1 |
| John Adam Neusaeger (former) | CHIEF FINANCIAL OFFICER | 2020-2021 | $114,398 | $221,497 | 1 |
| Eric Lawson (former) | President and CEO | 2013-2014 | $94,500 | $157,579 | 1 |
Unpaid officers and directors · 31 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Patrick Deegan | CHAIR | 2010-2025 | 1 |
| Kathy Reep | VICE CHAIR | 2010-2025 | 1 |
| Cecil Lowry | TREASURER | 2010-2025 | 1 |
| Gregory Edris | SECRETARY | 2020-2025 | 1 |
| William Cochran | BOARD MEMEBER | 2017-2025 | 1 |
| Sheryl Moorhead | BOARD MEMEBER | 2020-2025 | 1 |
| Kristin Ulanoff | BOARD MEMEBER | 2013-2025 | 1 |
| Abel Biri | BOARD MEMEBER | 2010-2025 | 1 |
| Timothy Cook | BOARD MEMEBER | 2024-2025 | 1 |
| Daniel Myers | SUPERVISORY COMMITTEE CHAI | 2020-2025 | 1 |
| Armando Tagalog | SUPERVISORY COMMITTEE MEMB | 2011-2025 | 1 |
| Kelley Moring | SUPERVISORY COMMITTEE MEMB | 2017-2025 | 1 |
| Albert Lee | SUPERVISORY COMMITTEE MEMB | 2013-2025 | 1 |
| Tim Cook (former) | DIRECTOR | 2020-2023 | 1 |
| Kelley Lamb (former) | SUPERVISORY COMMITTEE MEMB | 2022 | 1 |
| Greg Edris (former) | SECRETARY OF THE BOARD | 2010-2019 | 1 |
| Karen Schimpf (former) | Board Member | 2010-2019 | 1 |
| Danny Myers (former) | Supervisory Committee Chair | 2010-2019 | 1 |
| Sheryl Dodds (former) | Board Member | 2017-2019 | 1 |
| James Hurst (former) | Board Member | 2018 | 1 |
| Don Bartlett (former) | Board Member | 2013-2017 | 1 |
| Brad Krygier (former) | Board Member | 2012-2016 | 1 |
| Ed Hodge (former) | Board Member | 2016 | 1 |
| Alric Simmonds Jr (former) | Board Member | 2013-2015 | 1 |
| Bud Hetterle Jr (former) | Supervisory Committee | 2013-2015 | 1 |
| Kristin Sagert (former) | Board Member | 2010-2012 | 1 |
| Donald Bartlett (former) | Board Member | 2010-2012 | 1 |
| Bud Hetterle (former) | Supervisory Committee | 2011-2012 | 1 |
| Timothy Bales (former) | Board Member | 2010-2011 | 1 |
| Eliese Bernard (former) | Supervisory Committee Member | 2010 | 1 |
| Stacy Litzenberger (former) | Supervisory Committee Member | 2010 | 1 |
People by year
2025 · 16 people listed · 3 paid, $538K · 32 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN ADAM NEUSAENGER | PRESIDENT/CEO | 40 | $208,174 | $0 | $40,992 | $249,166 | 1 |
| SHUSHILYA MOHAMMED | CHIEF OPERATING OFFICER | 40 | $127,402 | $0 | $25,770 | $153,172 | 1 |
| VERONICA GURMENDI | CONTROLLER | 40 | $110,448 | $0 | $25,659 | $136,107 | 1 |
| PATRICK DEEGAN | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY REEP | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CECIL LOWRY | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY EDRIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM COCHRAN | BOARD MEMEBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHERYL MOORHEAD | BOARD MEMEBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN ULANOFF | BOARD MEMEBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ABEL BIRI | BOARD MEMEBER | 1 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY COOK | BOARD MEMEBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MYERS | SUPERVISORY COMMITTEE CHAI | 1 | $0 | $0 | $0 | $0 | 1 |
| ARMANDO TAGALOG | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLEY MORING | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT LEE | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
2024 · 16 people listed · 3 paid, $484K · 31 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN ADAM NEUSAENGER | PRESIDENT/CHIEF EXECUTIVE | 40 | $182,865 | $0 | $38,183 | $221,048 | 1 |
| SHUSHILYA MOHAMMED | CHIEF OPERATING OFFICER | 40 | $113,537 | $0 | $23,669 | $137,206 | 1 |
| VERONICA GURMENDI | CONTROLLER | 40 | $104,798 | $0 | $21,034 | $125,832 | 1 |
| PATRICK DEEGAN | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY REEP | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CECIL LOWRY | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY EDRIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM COCHRAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHERYL MOORHEAD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN ULANOFF | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ABEL BIRI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY COOK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MYERS | SUPERVISORY COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ARMANDO TAGALOG | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLEY MORING | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT LEE | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 16 people listed · 3 paid, $453K · 34 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN ADAM NEUSAENGER | PRESIDENT/CHIEF EXECUTIVE | 40 | $176,567 | $0 | $25,883 | $202,450 | 1 |
| SHUSHILYA MOHAMMED | CHIEF OPERATING OFFICER | 40 | $111,882 | $0 | $16,958 | $128,840 | 1 |
| VERONICA GURMENDI | CONTROLLER | 40 | $103,861 | $0 | $17,582 | $121,443 | 1 |
| PATRICK DEEGAN | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY REEP | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY EDRIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CECIL LOWRY | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM COOK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM COCHRAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ABEL BIRI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN ULANOFF | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHERYL MOORHEAD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MYERS | SUPERVISORY COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT LEE | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLEY MORING | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ARMANDO TAGALOG | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 17 people listed · 4 paid, $601K · 29 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN W MARTIN | PRESIDENT/CHIEF EXECUTIVE | 40 | $198,205 | $0 | $24,774 | $222,979 | 1 |
| JOHN ADAM NEUSAENGER | PRESIDENT/CHIEF EXECUTIVE | 40 | $120,139 | $0 | $23,156 | $143,295 | 1 |
| SHUSHILYA MOHAMMED | CHIEF OPERATING OFFICER | 40 | $111,269 | $0 | $11,431 | $122,700 | 1 |
| VERONICA GURMENDI | CONTROLLER | 40 | $87,563 | $0 | $24,774 | $112,337 | 1 |
| PATRICK DEEGAN | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY REEP | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY EDRIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CECIL LOWRY | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM COOK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM COCHRAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ABEL BIRI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN ULANOFF | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHERYL MOORHEAD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MYERS | SUPERVISORY COMMITTEE CHAI | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT LEE | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLEY LAMB | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
| ARMANDO TAGALOG | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 15 people listed · 2 paid, $319K · 23 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN W MARTIN | PRESIDENT/CHIEF EXECUTIVE | 40 | $178,916 | $0 | $25,551 | $204,467 | 1 |
| JOHN ADAM NEUSAEGER | CHIEF FINANCIAL OFFICER | 40 | $93,276 | $0 | $21,122 | $114,398 | 1 |
| PATRICK DEEGAN | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY REEP | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY EDRIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CECIL LOWRY | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM COOK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM COCHRAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ABEL BIRI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN ULANOFF | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHERYL MOORHEAD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MYERS | SUPERVISORY COMMITTEE CHAI | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT LEE | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLEY MORING | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
| ARMANDO TAGALOG | SUPERVISORY COMMITTEE MEMB | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 15 people listed · 2 paid, $292K · 23 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN W MARTIN | PRESIDENT/CHIEF EXECUTIVE OFFICER | 40 | $156,832 | $0 | $28,187 | $185,019 | 1 |
| JOHN ADAM NEUSAEGER | CHIEF FINANCIAL OFFICER | 40 | $80,918 | $0 | $26,181 | $107,099 | 1 |
| PATRICK DEEGAN | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY REEP | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY EDRIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CECIL LOWRY | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM COOK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM COCHRAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ABEL BIRI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISTIN ULANOFF | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHERYL MOORHEAD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MYERS | SUPERVISORY COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALBERT LEE | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLEY MORING | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ARMANDO TAGALOG | SUPERVISORY COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 13 people listed · 1 paid, $117K · 20 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN MARTIN | PRESIDENT/CEO | 40 | $117,000 | $0 | $0 | $117,000 | 1 |
| William T Cochran | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Patrick Deegan | Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | SECRETARY OF THE BOARD | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Ulanoff | BOARD MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Albert Lee | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Sheryl Dodds | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Kelley Moring | Supervisory Committee Member | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 14 people listed · 1 paid, $267K · 23 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN MARTIN | PRESIDENT/CEO | 0 | $133,400 | $0 | $133,400 | $266,800 | 1 |
| William T Cochran | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Patrick Deegan | Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | SECRETARY OF THE BOARD | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Ulanoff | BOARD MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Albert Lee | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Sheryl Dodds | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Kelley Moring | Supervisory Committee Member | 0 | $0 | $0 | $0 | $0 | 1 |
| James Hurst | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 14 people listed · 1 paid, $125K · 23 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN MARTIN | PRESIDENT/CEO | 40 | $125,000 | $0 | $0 | $125,000 | 1 |
| William T Cochran | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Patrick Deegan | Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | SECRETARY OF THE BOARD | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Ulanoff | BOARD MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Don Bartlett | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Albert Lee | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Sheryl Dodds | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Kelley Moring | Supervisory Committee Member | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · 1 paid, $106K · 21 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN MARTIN | PRESIDENT/CEO | 40 | $105,515 | $0 | $0 | $105,515 | 1 |
| Brad Krygier | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Patrick Deegan | Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | SECRETARY OF THE BOARD | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Ulanoff | BOARD MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Don Bartlett | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Ed Hodge | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Albert Lee | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 14 people listed · 1 paid, $95K · 19 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN MARTIN | PRESIDENT/CEO | 40 | $95,000 | $0 | $0 | $95,000 | 1 |
| Patrick Deegan | Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Ulanoff | BOARD MEMBER | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | SECRETARY OF THE BOARD | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Don Bartlett | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Brad Krygier | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Alric Simmonds Jr | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| Bud Hetterle Jr | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Albert Lee | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 14 people listed · 1 paid, $94K · 18 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eric Lawson | President and CEO | 40 | $94,500 | $0 | $0 | $94,500 | 1 |
| Patrick Deegan | Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Ulanoff | Secretary of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Don Bartlett | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Brad Krygier | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Alric Simmonds Jr | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| Bud Hetterle Jr | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Albert Lee | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
2013 · 14 people listed · 1 paid, $63K · 18 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eric Lawson | President and CEO | 40 | $63,079 | $0 | $0 | $63,079 | 1 |
| Patrick Deegan | Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Ulanoff | Secretary of the Board | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Don Bartlett | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Brad Krygier | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Alric Simmonds Jr | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| Bud Hetterle Jr | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Albert Lee | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 13 people listed · 1 paid, $115K · 20 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Rob Hatefi | President/CEO | 40 | $114,857 | $0 | $0 | $114,857 | 1 |
| Patrick Deegan | Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Abel Biri | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Sagert | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Brad Krygier | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Donald Bartlett | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Bud Hetterle | Supervisory Committee | 0 | $0 | $0 | $0 | $0 | 1 |
2011 · 13 people listed · 1 paid, $126K · 20 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Rob Hatefi | President/CEO | 40 | $119,826 | $0 | $5,969 | $125,795 | 1 |
| Patrick Deegan | Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Abel Biri | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Armando Tagalog | Supervisory Committee Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair-BOD | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Sagert | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Timothy Bales | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Donald Bartlett | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Bud Hetterle | Supervisory Committee Member | 0 | $0 | $0 | $0 | $0 | 1 |
2010 · 13 people listed · 1 paid, $118K · 21 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Rob Hatefi | President/CEO | 40 | $112,742 | $0 | $5,295 | $118,037 | 1 |
| Patrick Deegan | Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Cecil Lowry | Treasurer | 0 | $0 | $0 | $0 | $0 | 1 |
| Greg Edris | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Danny Myers | Supervisory Committee Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| Abel Biri | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Eliese Bernard | Supervisory Committee Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Kathy Reep | Vice Chair-BOD | 0 | $0 | $0 | $0 | $0 | 1 |
| Kristin Sagert | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Karen Schimpf | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Timothy Bales | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Donald Bartlett | Board Member | 0 | $0 | $0 | $0 | $0 | 1 |
| Stacy Litzenberger | Supervisory Committee Member | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2025 · 3 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| ADVENTHEALTH | ALTAMONTE SPRINGS, FL | PAYROLL FOR LEASED EMPLOYEES | $2,406,792 |
| CU ANSWERS | GRAND RAPIDS, MI | CORE SOFTWARE PROVIDER | $293,914 |
| VELERA | ST PETERSBURG, FL | DEBIT/CREDIT PROCESSING | $221,142 |
2024 · 2 contractors · $504K
| Name | Location | Service | Paid |
|---|---|---|---|
| CU ANSWERS | GRAND RAPIDS, MI | CORE PROCESSING | $281,927 |
| FIS | CAROL STREAM, IL | CARD PORTFOLIO PROCESSING | $221,646 |
2023 · 2 contractors · $441K
| Name | Location | Service | Paid |
|---|---|---|---|
| CU ANSWERS | GRAND RAPIDS, MI | CORE PROCESSING | $251,651 |
| FIS | CAROL STREAM, IL | CARD PORTFOLIO PROCESSING | $189,615 |
2022 · 1 contractor · $248K
| Name | Location | Service | Paid |
|---|---|---|---|
| CU ANSWERS | GRAND RAPIDS, MI | CORE PROCESSING | $247,970 |
2021 · 2 contractors · $462K
| Name | Location | Service | Paid |
|---|---|---|---|
| CU ANSWERS | GRAND RAPIDS, MI | CORE PROCESSING | $235,601 |
| WORLDPAY | CINCINNATI, OH | DEBIT/CREDIT PROCESSING | $226,048 |
2020 · 4 contractors · $869K
| Name | Location | Service | Paid |
|---|---|---|---|
| PENNINGTON ASSOCIATES | WINTER PARK, FL | CONSTRUCTION | $463,521 |
| CU ANSWERS | GRAND RAPIDS, MI | CORE PROCESSING | $200,884 |
| WORLDPAY | CINCINNATI, OH | DEBIT/CREDIT PROCESSING | $103,099 |
| EMPIRE OFFICE | ORLANDO, FL | OFFICE FURNITURE | $101,177 |
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.
2025 · 1 grant to organizations · $34K
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $7,997,409 | $6,686,218 | $121,930,527 | $9,817,345 | $300,000 | $6,862,459 | $385,273 | 32 | 13 |
| 2024 · Form 990 | ||||||||
| $6,745,787 | $5,980,703 | $110,321,533 | $7,852,619 | $0 | $6,196,723 | $346,880 | 31 | 13 |
| 2023 · Form 990 | ||||||||
| $5,561,437 | $4,568,849 | $101,105,440 | $6,962,502 | $0 | $4,978,849 | $323,893 | 34 | 13 |
| 2022 · Form 990 | ||||||||
| $4,316,141 | $3,455,718 | $95,116,557 | $5,872,987 | $0 | $3,914,157 | $478,611 | 29 | 13 |
| 2021 · Form 990 | ||||||||
| $3,560,919 | $2,937,572 | $87,334,618 | $7,668,002 | $0 | $3,297,402 | $318,865 | 23 | 13 |
| 2020 · Form 990 | ||||||||
| $3,498,180 | $2,825,356 | $73,000,907 | $7,347,438 | $0 | $3,250,157 | $292,118 | 23 | 13 |
| 2019 · Form 990 | ||||||||
| $3,508,460 | $2,889,148 | $57,193,053 | $6,604,791 | $0 | $3,170,173 | $117,000 | 20 | 9 |
| 2018 · Form 990 | ||||||||
| $3,176,985 | $2,713,200 | $53,299,013 | $5,853,019 | $0 | $2,833,452 | $133,400 | 23 | 9 |
| 2017 · Form 990 | ||||||||
| $2,761,886 | $2,377,095 | $48,122,150 | $5,429,420 | $0 | $2,416,409 | $125,000 | 23 | 9 |
| 2016 · Form 990 | ||||||||
| $2,351,598 | $2,100,923 | $47,179,525 | $5,061,850 | $0 | $2,013,961 | $105,515 | 21 | 12 |
| 2015 · Form 990 | ||||||||
| $2,278,487 | $1,942,197 | $47,115,937 | $4,808,914 | $0 | $1,968,696 | $95,000 | 19 | 13 |
| 2014 · Form 990 | ||||||||
| $2,194,005 | $2,022,656 | $42,144,355 | $4,472,624 | $0 | $1,945,187 | $94,500 | 18 | 13 |
| 2013 · Form 990 | ||||||||
| $2,225,650 | $2,053,595 | $40,475,128 | $4,301,275 | $0 | $1,996,775 | $63,079 | 18 | 13 |
| 2012 · Form 990 | ||||||||
| $2,211,794 | $2,182,277 | $39,458,209 | $4,129,220 | $0 | $1,979,212 | $114,857 | 20 | 12 |
| 2011 · Form 990 | ||||||||
| $2,309,484 | $2,186,229 | $37,442,418 | $4,099,703 | $0 | $2,040,543 | $119,826 | 20 | 12 |
| 2010 · Form 990 | ||||||||
| $2,333,412 | $2,167,077 | $33,625,533 | $3,976,448 | $0 | $2,131,108 | $112,742 | 21 | 12 |
Funders of this organization
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Similar organizations
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Who funds organizations like this
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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.
2025 · Form 990 · $6,686,218 spent · pay $2,425,154 · grants $34,063 · events $77,499
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $2,131,904 | - | - | - | 31.9% | |
| Other salaries and wages | $1,769,670 | - | - | - | 26.5% | |
| Other (as described) | LOAN SERVICING | $661,649 | - | - | - | 9.9% |
| Information technology | $391,832 | - | - | - | 5.9% | |
| Pay: officers, directors, trustees, key employees | $385,273 | - | - | - | 5.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $214,125 | - | - | - | 3.2% |
| Occupancy | $167,701 | - | - | - | 2.5% | |
| Payroll taxes | $157,335 | - | - | - | 2.4% | |
| Other (as described) | OTHER PROFESSIONAL EXPE | $121,327 | - | - | - | 1.8% |
| Other (as described) | OTHER EXPENSES | $111,395 | - | - | - | 1.7% |
| Fees: accounting | $100,752 | - | - | - | 1.5% | |
| Office expenses | $88,819 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $77,499 | - | - | - | 1.2% | |
| Depreciation and depletion | $75,262 | - | - | - | 1.1% | |
| Pension plan contributions | $66,073 | - | - | - | 1.0% | |
| Other employee benefits | $46,803 | - | - | - | 0.7% | |
| Insurance | $39,616 | - | - | - | 0.6% | |
| Grants to US organizations and governments | $34,063 | - | - | - | 0.5% | |
| Advertising and promotion | $30,074 | - | - | - | 0.4% | |
| Fees: legal | $11,822 | - | - | - | 0.2% | |
| Travel | $1,724 | - | - | - | 0.0% | |
| All other expenses | $1,500 | - | - | - | 0.0% | |
| Total | $6,686,218 | 100% |
2024 · Form 990 · $5,980,703 spent · pay $2,145,525 · grants $0 · events $65,397
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $1,812,321 | - | - | - | 30.3% | |
| Other salaries and wages | $1,559,374 | - | - | - | 26.1% | |
| Other (as described) | LOAN SERVICING | $747,636 | - | - | - | 12.5% |
| Information technology | $352,179 | - | - | - | 5.9% | |
| Pay: officers, directors, trustees, key employees | $346,880 | - | - | - | 5.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $214,012 | - | - | - | 3.6% |
| Occupancy | $163,493 | - | - | - | 2.7% | |
| Payroll taxes | $139,971 | - | - | - | 2.3% | |
| Other (as described) | OTHER PROFESSIONAL EXPE | $94,769 | - | - | - | 1.6% |
| Fees: accounting | $94,276 | - | - | - | 1.6% | |
| Depreciation and depletion | $77,678 | - | - | - | 1.3% | |
| Office expenses | $73,303 | - | - | - | 1.2% | |
| Other (as described) | OTHER EXPENSES | $67,322 | - | - | - | 1.1% |
| Conferences, conventions and meetings | $65,397 | - | - | - | 1.1% | |
| Pension plan contributions | $58,126 | - | - | - | 1.0% | |
| Other employee benefits | $41,174 | - | - | - | 0.7% | |
| Insurance | $36,922 | - | - | - | 0.6% | |
| Advertising and promotion | $22,533 | - | - | - | 0.4% | |
| Fees: legal | $10,715 | - | - | - | 0.2% | |
| All other expenses | $1,738 | - | - | - | 0.0% | |
| Travel | $884 | - | - | - | 0.0% | |
| Total | $5,980,703 | 100% |
2023 · Form 990 · $4,568,849 spent · pay $1,983,702 · grants $0 · events $49,115
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,437,100 | - | - | - | 31.5% | |
| Interest | $891,021 | - | - | - | 19.5% | |
| Other (as described) | LOAN SERVICING | $539,737 | - | - | - | 11.8% |
| Information technology | $332,564 | - | - | - | 7.3% | |
| Pay: officers, directors, trustees, key employees | $323,893 | - | - | - | 7.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $178,488 | - | - | - | 3.9% |
| Occupancy | $147,560 | - | - | - | 3.2% | |
| Payroll taxes | $129,807 | - | - | - | 2.8% | |
| Depreciation and depletion | $87,893 | - | - | - | 1.9% | |
| Other (as described) | OTHER PROFESSIONAL EXPE | $85,271 | - | - | - | 1.9% |
| Fees: accounting | $85,262 | - | - | - | 1.9% | |
| Office expenses | $66,825 | - | - | - | 1.5% | |
| Other (as described) | OTHER EXPENSES | $62,905 | - | - | - | 1.4% |
| Pension plan contributions | $54,381 | - | - | - | 1.2% | |
| Conferences, conventions and meetings | $49,115 | - | - | - | 1.1% | |
| Other employee benefits | $38,521 | - | - | - | 0.8% | |
| Insurance | $37,134 | - | - | - | 0.8% | |
| Advertising and promotion | $11,864 | - | - | - | 0.3% | |
| Fees: legal | $9,158 | - | - | - | 0.2% | |
| Travel | $350 | - | - | - | 0.0% | |
| Total | $4,568,849 | 100% |
2022 · Form 990 · $3,455,718 spent · pay $1,805,661 · grants $0 · events $49,079
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,113,370 | - | - | - | 32.2% | |
| Pay: officers, directors, trustees, key employees | $478,611 | - | - | - | 13.8% | |
| Other (as described) | LOAN SERVICING | $357,936 | - | - | - | 10.4% |
| Information technology | $296,401 | - | - | - | 8.6% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $268,911 | - | - | - | 7.8% |
| Interest | $229,426 | - | - | - | 6.6% | |
| Payroll taxes | $122,102 | - | - | - | 3.5% | |
| Occupancy | $99,291 | - | - | - | 2.9% | |
| Depreciation and depletion | $78,566 | - | - | - | 2.3% | |
| Office expenses | $70,946 | - | - | - | 2.1% | |
| Fees: accounting | $69,522 | - | - | - | 2.0% | |
| Pension plan contributions | $53,606 | - | - | - | 1.6% | |
| Conferences, conventions and meetings | $49,079 | - | - | - | 1.4% | |
| Other (as described) | OTHER EXPENSES | $39,671 | - | - | - | 1.1% |
| Other (as described) | OTHER PROFESSIONAL EXPE | $39,205 | - | - | - | 1.1% |
| Other employee benefits | $37,972 | - | - | - | 1.1% | |
| Insurance | $31,499 | - | - | - | 0.9% | |
| Fees: legal | $13,453 | - | - | - | 0.4% | |
| Advertising and promotion | $5,975 | - | - | - | 0.2% | |
| Travel | $176 | - | - | - | 0.0% | |
| Total | $3,455,718 | 100% |
2021 · Form 990 · $2,937,572 spent · pay $1,595,495 · grants $0 · events $36,783
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,089,875 | - | - | - | 37.1% | |
| Other (as described) | LOAN SERVICING | $339,264 | - | - | - | 11.5% |
| Pay: officers, directors, trustees, key employees | $318,865 | - | - | - | 10.9% | |
| Information technology | $280,373 | - | - | - | 9.5% | |
| Interest | $258,971 | - | - | - | 8.8% | |
| Depreciation and depletion | $117,276 | - | - | - | 4.0% | |
| Payroll taxes | $110,836 | - | - | - | 3.8% | |
| Occupancy | $81,324 | - | - | - | 2.8% | |
| Fees: accounting | $66,258 | - | - | - | 2.3% | |
| Office expenses | $63,683 | - | - | - | 2.2% | |
| Pension plan contributions | $44,440 | - | - | - | 1.5% | |
| Other (as described) | OTHER PROFESSIONAL EXPE | $40,496 | - | - | - | 1.4% |
| Conferences, conventions and meetings | $36,783 | - | - | - | 1.3% | |
| Other employee benefits | $31,479 | - | - | - | 1.1% | |
| Insurance | $26,619 | - | - | - | 0.9% | |
| Other (as described) | OTHER EXPENSES | $14,135 | - | - | - | 0.5% |
| Fees: legal | $11,990 | - | - | - | 0.4% | |
| Advertising and promotion | $3,419 | - | - | - | 0.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $906 | - | - | - | 0.0% |
| Travel | $580 | - | - | - | 0.0% | |
| Total | $2,937,572 | 100% |
2020 · Form 990 · $2,825,356 spent · pay $1,275,779 · grants $0 · events $37,598
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $858,716 | - | - | - | 30.4% | |
| Other (as described) | LOAN SERVICING | $365,636 | - | - | - | 12.9% |
| Information technology | $343,306 | - | - | - | 12.2% | |
| Pay: officers, directors, trustees, key employees | $292,118 | - | - | - | 10.3% | |
| Interest | $250,095 | - | - | - | 8.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $149,894 | - | - | - | 5.3% |
| Depreciation and depletion | $104,345 | - | - | - | 3.7% | |
| Payroll taxes | $80,866 | - | - | - | 2.9% | |
| Occupancy | $79,670 | - | - | - | 2.8% | |
| Office expenses | $68,290 | - | - | - | 2.4% | |
| Fees: accounting | $56,320 | - | - | - | 2.0% | |
| Conferences, conventions and meetings | $37,598 | - | - | - | 1.3% | |
| Other (as described) | OTHER PROFESSIONAL EXPE | $34,694 | - | - | - | 1.2% |
| Insurance | $25,842 | - | - | - | 0.9% | |
| Pension plan contributions | $25,802 | - | - | - | 0.9% | |
| Other employee benefits | $18,277 | - | - | - | 0.6% | |
| Fees: legal | $17,887 | - | - | - | 0.6% | |
| Advertising and promotion | $8,320 | - | - | - | 0.3% | |
| Other (as described) | OTHER EXPENSES | $5,603 | - | - | - | 0.2% |
| Travel | $2,077 | - | - | - | 0.1% | |
| Total | $2,825,356 | 100% |
2019 · Form 990 · $2,889,148 spent · pay $1,286,024 · grants $0 · events $31,025
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,001,202 | - | - | - | 34.7% | |
| Information technology | $428,493 | - | - | - | 14.8% | |
| Other (as described) | Loan Servicing Expense | $319,942 | - | - | - | 11.1% |
| Interest | $303,231 | - | - | - | 10.5% | |
| Other (as described) | Provision Expense | $196,470 | - | - | - | 6.8% |
| Pay: officers, directors, trustees, key employees | $117,000 | - | - | - | 4.0% | |
| Payroll taxes | $87,228 | - | - | - | 3.0% | |
| Depreciation and depletion | $79,246 | - | - | - | 2.7% | |
| Fees: accounting | $60,933 | - | - | - | 2.1% | |
| Office expenses | $58,330 | - | - | - | 2.0% | |
| Pension plan contributions | $47,176 | - | - | - | 1.6% | |
| Occupancy | $42,743 | - | - | - | 1.5% | |
| Other employee benefits | $33,418 | - | - | - | 1.2% | |
| Conferences, conventions and meetings | $31,025 | - | - | - | 1.1% | |
| Other (as described) | Other Outside & Professional Expense | $29,462 | - | - | - | 1.0% |
| Insurance | $25,621 | - | - | - | 0.9% | |
| Fees: legal | $13,974 | - | - | - | 0.5% | |
| Advertising and promotion | $7,476 | - | - | - | 0.3% | |
| All other expenses | $4,408 | - | - | - | 0.2% | |
| Travel | $1,770 | - | - | - | 0.1% | |
| Total | $2,889,148 | 100% |
2018 · Form 990 · $2,713,200 spent · pay $1,119,944 · grants $0 · events $27,458
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $831,883 | - | - | - | 30.7% | |
| Information technology | $370,422 | - | - | - | 13.7% | |
| Other (as described) | Provision Expense | $320,699 | - | - | - | 11.8% |
| Other (as described) | Loan Servicing | $252,577 | - | - | - | 9.3% |
| Interest | $188,667 | - | - | - | 7.0% | |
| Pay: officers, directors, trustees, key employees | $133,400 | - | - | - | 4.9% | |
| Depreciation and depletion | $98,324 | - | - | - | 3.6% | |
| Fees: accounting | $88,505 | - | - | - | 3.3% | |
| Office expenses | $86,060 | - | - | - | 3.2% | |
| Payroll taxes | $79,041 | - | - | - | 2.9% | |
| Other (as described) | Other Professional Expense | $50,698 | - | - | - | 1.9% |
| Pension plan contributions | $44,265 | - | - | - | 1.6% | |
| Occupancy | $41,836 | - | - | - | 1.5% | |
| Other employee benefits | $31,355 | - | - | - | 1.2% | |
| Conferences, conventions and meetings | $27,458 | - | - | - | 1.0% | |
| Insurance | $25,090 | - | - | - | 0.9% | |
| Fees: legal | $22,937 | - | - | - | 0.8% | |
| Advertising and promotion | $11,475 | - | - | - | 0.4% | |
| All other expenses | $5,081 | - | - | - | 0.2% | |
| Travel | $3,427 | - | - | - | 0.1% | |
| Total | $2,713,200 | 100% |
2017 · Form 990 · $2,377,095 spent · pay $1,034,295 · grants $0 · events $15,891
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $763,657 | - | - | - | 32.1% | |
| Information technology | $347,195 | - | - | - | 14.6% | |
| Other (as described) | Loan Servicing Expense | $258,987 | - | - | - | 10.9% |
| Other (as described) | Total Provision Expense | $242,776 | - | - | - | 10.2% |
| Pay: officers, directors, trustees, key employees | $125,000 | - | - | - | 5.3% | |
| Depreciation and depletion | $115,487 | - | - | - | 4.9% | |
| Office expenses | $92,120 | - | - | - | 3.9% | |
| Interest | $76,116 | - | - | - | 3.2% | |
| Payroll taxes | $74,133 | - | - | - | 3.1% | |
| Fees: accounting | $51,313 | - | - | - | 2.2% | |
| Occupancy | $46,515 | - | - | - | 2.0% | |
| Pension plan contributions | $41,856 | - | - | - | 1.8% | |
| Other (as described) | Other Professional Expense | $31,104 | - | - | - | 1.3% |
| Other employee benefits | $29,649 | - | - | - | 1.2% | |
| Insurance | $24,776 | - | - | - | 1.0% | |
| Fees: legal | $19,489 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $15,891 | - | - | - | 0.7% | |
| Advertising and promotion | $8,950 | - | - | - | 0.4% | |
| All other expenses | $8,443 | - | - | - | 0.4% | |
| Travel | $3,638 | - | - | - | 0.2% | |
| Total | $2,377,095 | 100% |
2016 · Form 990 · $2,100,923 spent · pay $914,017 · grants $0 · events $13,011
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $682,933 | - | - | - | 32.5% | |
| Information technology | $347,946 | - | - | - | 16.6% | |
| Other (as described) | LOAN SERVICING | $225,805 | - | - | - | 10.7% |
| Other (as described) | TOTAL PROVISION EXPENSE | $129,573 | - | - | - | 6.2% |
| Pay: officers, directors, trustees, key employees | $105,515 | - | - | - | 5.0% | |
| Office expenses | $97,994 | - | - | - | 4.7% | |
| Depreciation and depletion | $93,886 | - | - | - | 4.5% | |
| Interest | $76,982 | - | - | - | 3.7% | |
| Payroll taxes | $63,243 | - | - | - | 3.0% | |
| Fees: accounting | $43,558 | - | - | - | 2.1% | |
| Occupancy | $39,723 | - | - | - | 1.9% | |
| Pension plan contributions | $36,483 | - | - | - | 1.7% | |
| Other (as described) | OTHER PROFESSIONAL EXPENSE | $36,180 | - | - | - | 1.7% |
| Insurance | $28,116 | - | - | - | 1.3% | |
| Other employee benefits | $25,843 | - | - | - | 1.2% | |
| Fees: legal | $23,147 | - | - | - | 1.1% | |
| All other expenses | $17,955 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $13,011 | - | - | - | 0.6% | |
| Advertising and promotion | $9,122 | - | - | - | 0.4% | |
| Travel | $3,908 | - | - | - | 0.2% | |
| Total | $2,100,923 | 100% |
2015 · Form 990 · $1,942,197 spent · pay $841,021 · grants $0 · events $17,188
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $625,623 | - | - | - | 32.2% | |
| Information technology | $315,617 | - | - | - | 16.3% | |
| Other (as described) | LOAN SERVICING EXPENSE | $197,893 | - | - | - | 10.2% |
| Other (as described) | PROVISION FOR LOAN LOSSES | $123,928 | - | - | - | 6.4% |
| Office expenses | $108,712 | - | - | - | 5.6% | |
| Pay: officers, directors, trustees, key employees | $95,000 | - | - | - | 4.9% | |
| Depreciation and depletion | $76,103 | - | - | - | 3.9% | |
| Interest | $74,819 | - | - | - | 3.9% | |
| Payroll taxes | $60,195 | - | - | - | 3.1% | |
| All other expenses | $52,537 | - | - | - | 2.7% | |
| Occupancy | $39,539 | - | - | - | 2.0% | |
| Insurance | $36,894 | - | - | - | 1.9% | |
| Fees: accounting | $36,218 | - | - | - | 1.9% | |
| Pension plan contributions | $35,079 | - | - | - | 1.8% | |
| Other employee benefits | $25,124 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $17,188 | - | - | - | 0.9% | |
| Fees: legal | $11,440 | - | - | - | 0.6% | |
| Advertising and promotion | $7,824 | - | - | - | 0.4% | |
| Travel | $2,464 | - | - | - | 0.1% | |
| Total | $1,942,197 | 100% |
2014 · Form 990 · $2,022,656 spent · pay $823,545 · grants $0 · events $6,055
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $612,683 | - | - | - | 30.3% | |
| Information technology | $311,313 | - | - | - | 15.4% | |
| Other (as described) | Provision for Loan Losses | $237,932 | - | - | - | 11.8% |
| Other (as described) | Loan Servicing Expense | $204,780 | - | - | - | 10.1% |
| Pay: officers, directors, trustees, key employees | $94,500 | - | - | - | 4.7% | |
| Interest | $87,174 | - | - | - | 4.3% | |
| Office expenses | $79,035 | - | - | - | 3.9% | |
| Depreciation and depletion | $69,293 | - | - | - | 3.4% | |
| Payroll taxes | $58,035 | - | - | - | 2.9% | |
| All other expenses | $47,713 | - | - | - | 2.4% | |
| Insurance | $39,508 | - | - | - | 2.0% | |
| Occupancy | $37,439 | - | - | - | 1.9% | |
| Pension plan contributions | $34,061 | - | - | - | 1.7% | |
| Fees: accounting | $29,405 | - | - | - | 1.5% | |
| Other (as described) | Other Professional Expense | $27,443 | - | - | - | 1.4% |
| Other employee benefits | $24,266 | - | - | - | 1.2% | |
| Fees: legal | $15,597 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $6,055 | - | - | - | 0.3% | |
| Advertising and promotion | $3,599 | - | - | - | 0.2% | |
| Travel | $2,825 | - | - | - | 0.1% | |
| Total | $2,022,656 | 100% |
2013 · Form 990 · $2,053,595 spent · pay $850,054 · grants $0 · events $14,323
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $667,889 | - | - | - | 32.5% | |
| Information technology | $263,156 | - | - | - | 12.8% | |
| Other (as described) | Loan Servicing Expense | $191,621 | - | - | - | 9.3% |
| Office expenses | $155,018 | - | - | - | 7.5% | |
| Fees: other services | $131,267 | - | - | - | 6.4% | |
| Interest | $93,510 | - | - | - | 4.6% | |
| Other (as described) | Provision for Loan Losses | $63,154 | - | - | - | 3.1% |
| Pay: officers, directors, trustees, key employees | $63,079 | - | - | - | 3.1% | |
| Payroll taxes | $59,383 | - | - | - | 2.9% | |
| Depreciation and depletion | $56,050 | - | - | - | 2.7% | |
| All other expenses | $54,450 | - | - | - | 2.7% | |
| Other (as described) | Other Professional Expense | $50,121 | - | - | - | 2.4% |
| Occupancy | $36,348 | - | - | - | 1.8% | |
| Insurance | $35,858 | - | - | - | 1.7% | |
| Pension plan contributions | $34,786 | - | - | - | 1.7% | |
| Fees: accounting | $28,497 | - | - | - | 1.4% | |
| Other employee benefits | $24,917 | - | - | - | 1.2% | |
| Fees: legal | $22,824 | - | - | - | 1.1% | |
| Conferences, conventions and meetings | $14,323 | - | - | - | 0.7% | |
| Travel | $4,367 | - | - | - | 0.2% | |
| Advertising and promotion | $2,977 | - | - | - | 0.1% | |
| Total | $2,053,595 | 100% |
2012 · Form 990 · $2,182,277 spent · pay $892,795 · grants $0 · events $4,067
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $647,518 | - | - | - | 29.7% | |
| Fees: other services | $400,156 | - | - | - | 18.3% | |
| Office expenses | $167,506 | - | - | - | 7.7% | |
| Other (as described) | Loan Servicing Expense | $163,838 | - | - | - | 7.5% |
| Other (as described) | Provision for Loan & Courtesy Pay Losses | $126,663 | - | - | - | 5.8% |
| Interest | $116,550 | - | - | - | 5.3% | |
| Pay: officers, directors, trustees, key employees | $114,857 | - | - | - | 5.3% | |
| All other expenses | $79,401 | - | - | - | 3.6% | |
| Payroll taxes | $63,756 | - | - | - | 2.9% | |
| Depreciation and depletion | $46,881 | - | - | - | 2.1% | |
| Other (as described) | Other Misc. Professional Expense | $41,538 | - | - | - | 1.9% |
| Pension plan contributions | $38,629 | - | - | - | 1.8% | |
| Occupancy | $35,549 | - | - | - | 1.6% | |
| Insurance | $30,782 | - | - | - | 1.4% | |
| Fees: accounting | $29,125 | - | - | - | 1.3% | |
| Other employee benefits | $28,035 | - | - | - | 1.3% | |
| Fees: legal | $20,303 | - | - | - | 0.9% | |
| Other (as described) | Association Dues & Education | $15,845 | - | - | - | 0.7% |
| Travel | $8,507 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $4,067 | - | - | - | 0.2% | |
| Advertising and promotion | $2,771 | - | - | - | 0.1% | |
| Total | $2,182,277 | 100% |
2011 · Form 990 · $2,186,229 spent · pay $886,947 · grants $0 · events $4,507
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $638,511 | - | - | - | 29.2% | |
| Fees: other services | $400,870 | - | - | - | 18.3% | |
| Interest | $176,438 | - | - | - | 8.1% | |
| Office expenses | $165,191 | - | - | - | 7.6% | |
| Other (as described) | Loan Servicing Expense | $132,785 | - | - | - | 6.1% |
| Pay: officers, directors, trustees, key employees | $119,826 | - | - | - | 5.5% | |
| All other expenses | $90,920 | - | - | - | 4.2% | |
| Other (as described) | Provision for Loan & Courtesy Pay Losses | $79,236 | - | - | - | 3.6% |
| Payroll taxes | $64,820 | - | - | - | 3.0% | |
| Depreciation and depletion | $48,474 | - | - | - | 2.2% | |
| Other (as described) | Other Misc. Professional Expense | $42,269 | - | - | - | 1.9% |
| Pension plan contributions | $37,340 | - | - | - | 1.7% | |
| Occupancy | $35,290 | - | - | - | 1.6% | |
| Insurance | $29,223 | - | - | - | 1.3% | |
| Fees: accounting | $27,486 | - | - | - | 1.3% | |
| Other employee benefits | $26,450 | - | - | - | 1.2% | |
| Fees: legal | $25,664 | - | - | - | 1.2% | |
| Other (as described) | Association Dues & Education | $19,386 | - | - | - | 0.9% |
| Travel | $13,420 | - | - | - | 0.6% | |
| Advertising and promotion | $8,123 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $4,507 | - | - | - | 0.2% | |
| Total | $2,186,229 | 100% |
2010 · Form 990 · $2,167,077 spent · pay $936,160 · grants $0 · events $7,558
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $690,409 | - | - | - | 31.9% | |
| Fees: other services | $380,948 | - | - | - | 17.6% | |
| Interest | $192,172 | - | - | - | 8.9% | |
| Office expenses | $155,533 | - | - | - | 7.2% | |
| Other (as described) | Loan Servicing Expenses | $117,292 | - | - | - | 5.4% |
| Pay: officers, directors, trustees, key employees | $112,742 | - | - | - | 5.2% | |
| All other expenses | $94,463 | - | - | - | 4.4% | |
| Depreciation and depletion | $67,105 | - | - | - | 3.1% | |
| Payroll taxes | $66,542 | - | - | - | 3.1% | |
| Pension plan contributions | $38,907 | - | - | - | 1.8% | |
| Occupancy | $34,262 | - | - | - | 1.6% | |
| Other (as described) | Other Misc. Professional Expense | $32,218 | - | - | - | 1.5% |
| Fees: legal | $31,135 | - | - | - | 1.4% | |
| Insurance | $29,315 | - | - | - | 1.4% | |
| Fees: accounting | $28,325 | - | - | - | 1.3% | |
| Other employee benefits | $27,560 | - | - | - | 1.3% | |
| Advertising and promotion | $17,809 | - | - | - | 0.8% | |
| Other (as described) | Assoc Dues/Cash +/-/Other Misc/Donations | $13,477 | - | - | - | 0.6% |
| Other (as described) | Provision for Loan & Courtesy Pay Losses | $9,307 | - | - | - | 0.4% |
| Travel | $9,203 | - | - | - | 0.4% | |
| Other (as described) | Education & Training Staff | $8,456 | - | - | - | 0.4% |
| Conferences, conventions and meetings | $7,558 | - | - | - | 0.3% | |
| Information technology | $2,339 | - | - | - | 0.1% | |
| Total | $2,167,077 | 100% |