IQ CREDIT UNION
Cite this
Plain text IQ CREDIT UNION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/910576399. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). IQ CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/910576399
MLA “IQ CREDIT UNION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/910576399. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $128.7M · expenses $107.4M · assets $2.01B
- EIN
- 91-0576399
- Address
- 1313 MAIN ST, VANCOUVER, WA 98660-2918
- Website
- WWW.IQCU.COM
- NTEE code
- -
- Subsection
- 501(c)(14)
- Ruling year
- 1954
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE A FULL COMPLEMENT OF QUALITY FINANCIAL SERVICES IN A CONVENIENT, EFFICIENT, FRIENDLY, SECURE AND PROFITABLE MANNER WHICH MEETS THE NEED OF THE MEMBERSHIP.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
58 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 |
|---|---|---|---|---|---|
| Eric Petracca | PRESIDENT/CEO | 2016-2024 | $955,096 | $4,407,267 | 3 |
| Kari Stansberry | SVP CHIEF ADMIN. OFFICER | 2016-2024 | $398,703 | $2,523,067 | 1 |
| Gayle Gustafson | SVP CHIEF LENDING OFFICER (THRU 4/24) | 2018-2024 | $323,634 | $1,995,716 | 1 |
| Dianne Smith | VP MORTGAGE SERVICES | 2017-2024 | $256,648 | $1,374,876 | 1 |
| Ali Migaki | SVP CHIEF EXPERIENCE OFFICER | 2020-2024 | $364,094 | $1,207,313 | 1 |
| Dan Medak | CFO | 2021-2024 | $367,089 | $1,142,596 | 1 |
| Ryan Greenwood | INVESTMENT SERVICES FINANCIAL ADVISOR | 2018-2024 | $301,679 | $960,639 | 1 |
| Jordan Lehrman | SVP CHIEF TECHNOLOGY OFFICER | 2022-2024 | $365,002 | $955,739 | 1 |
| Jon Davis | VP INVESTMENT SERVICES | 2012-2024 | $283,172 | $942,253 | 1 |
| Jeremy Wiersma | VP BUSINESS SERVICES | 2022-2024 | $242,358 | $735,083 | 1 |
| Russ Bernado | SVP CHIEF LENDING & CREDIT OFFICER | 2024 | $222,492 | $222,492 | 1 |
| Sharon Eastman | SECRETARY | 2010-2024 | $21,500 | $156,675 | 2 |
| Joseph Nutting | VICE CHAIRMAN | 2013-2024 | $21,500 | $148,017 | 1 |
| Don Kitterman | BOARD MEMBER | 2010-2024 | $17,500 | $128,101 | 1 |
| Joan Durgin | BOARD MEMBER | 2016-2024 | $17,500 | $128,101 | 2 |
| Steve Porter | BOARD MEMBER | 2010-2024 | $17,500 | $128,101 | 1 |
| Jil Click | BOARD MEMBER | 2012-2024 | $7,560 | $106,161 | 1 |
| Douglas E Lehrman | CHAIRMAN | 2022-2024 | $28,750 | $77,875 | 1 |
| Evelyn D Grendahl | TREASURER | 2022-2024 | $21,500 | $61,069 | 1 |
| Brian Loos | BOARD MEMBER | 2021-2024 | $17,500 | $53,613 | 1 |
| Ronald Alan Odermott | BOARD MEMBER | 2022-2024 | $14,750 | $42,475 | 1 |
| Kevin Sherry | BOARD MEMBER | 2023-2024 | $12,250 | $18,767 | 1 |
| Troy Graham | BOARD MEMBER | 2023-2024 | $12,250 | $18,767 | 1 |
| Arelene Hett | BOARD MEMBER | 2024 | $12,250 | $12,250 | 1 |
| Alicia Moore | BOARD MEMBER | 2024 | $9,940 | $9,940 | 1 |
| Ryan Houle | BOARD MEMBER | 2024 | $6,902 | $6,902 | 1 |
| Roger Michaelis (former) | Former CEO & President | 2010-2016 | $337,728 | $5,250,982 | 1 |
| Kelly Schrader (former) | PRESIDENT (THRU 1/21) | 2016-2021 | $427,746 | $4,571,281 | 1 |
| Dewayne Ledbetter (former) | CHIEF COMM. OFFICER (THRU 4/21) | 2010-2021 | $1,008,091 | $3,450,179 | 1 |
| Danette Lachapelle (former) | SVP CHIEF COMM. OFFICER (THRU 9/23) | 2010-2023 | $373,859 | $3,266,441 | 1 |
| Denis Marsh (former) | VP INSURANCE SERVICES | 2014-2023 | $242,471 | $2,069,936 | 1 |
| Michael Booth (former) | SR. MORTGAGE LOAN OFFICER | 2017-2021 | $383,964 | $1,734,163 | 1 |
| Melanie Josephson (former) | MORTGAGE LOAN OFFICER | 2019-2021 | $297,258 | $1,081,211 | 1 |
| Jonathan Davis (former) | VP INVESTMENT & RETIREMENT | 2015-2021 | $200,498 | $843,295 | 1 |
| Randy Swanson (former) | FINANCIAL INVESTMENTS MANAGER | 2010-2014 | $157,684 | $819,461 | 1 |
| Chris O'Malley (former) | CIO/SVP Branch & Support Operations | 2011-2015 | $208,124 | $783,305 | 1 |
| Christopher O'Malley (former) | SVP/CIO | 2016-2018 | $294,392 | $753,216 | 1 |
| Ed Turk (former) | EVP/COO | 2010-2013 | $186,292 | $635,334 | 1 |
| Ed Franks (former) | VP OF BUSINESS SERVICES | 2017-2018 | $157,073 | $300,937 | 1 |
| Jim Morrell (former) | SVP-SUPPORT SERVICES & CIO | 2010-2011 | $128,356 | $255,437 | 1 |
| Jamie Dotson (former) | MORTGAGE LOAN OFFICER | 2020 | $216,597 | $216,597 | 1 |
| Luke Jenkins (former) | SOFTWARE DEVELOPMENT MANAGER | 2023 | $193,641 | $193,641 | 1 |
| Becky Navarre (former) | VP CORE APPLICATIONS | 2023 | $192,385 | $192,385 | 1 |
| Martina Valentine (former) | CLO/SVP OF Lending | 2015 | $169,160 | $169,160 | 1 |
| Chris Anderson (former) | VP MORTGAGE SERVICES | 2013 | $141,718 | $141,718 | 1 |
| Anthony Humphrey (former) | VP OF MORTGAGE SERVICES | 2015 | $140,765 | $140,765 | 1 |
| Jim Jones (former) | VP-MEMBER BUSINESS LENDING | 2010 | $118,637 | $118,637 | 1 |
| Doug Lehrman (former) | BOARD CHAIRMAN | 2010-2021 | $21,500 | $102,913 | 1 |
| Evie Grendahl (former) | BOARD TREASURER | 2010-2021 | $18,275 | $83,604 | 1 |
| Jim Askey (former) | BOARD MEMBER | 2014-2021 | $15,050 | $78,838 | 2 |
| Jim Church (former) | BOARD VICE CHAIRMAN (THRU 03/20) | 2014-2020 | $9,220 | $68,595 | 2 |
| Dr James Sork (former) | BOARD CHAIRMAN | 2010-2018 | $20,000 | $49,750 | 1 |
| Arlene Hett (former) | BOARD MEMBER | 2021-2023 | $11,500 | $33,563 | 2 |
| James Askey (former) | BOARD MEMBER (THRU 03/23) | 2022-2023 | $6,933 | $22,696 | 1 |
| Ron Odermott (former) | BOARD MEMBER | 2021 | $12,900 | $12,900 | 2 |
| Jim Click (former) | BOARD MEMBER | 2017 | $12,000 | $12,000 | 1 |
| Ed Maxwell (former) | Former Board Treasurer | 2010-2016 | $9,804 | $9,804 | 1 |
| Dave Marshall (former) | Former Board Member | 2014-2016 | $3,857 | $3,857 | 2 |
Officers and directors, no compensation reported
5 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 |
|---|---|---|---|---|---|
| Joan Durgan (former) | BOARD MEMBER | 2014-2015 | 2 | $0 reported | 1 |
| Evie Grenhahl (former) | BOARD MEMBER | 2014 | 2 | $0 reported | 1 |
| Don Ketterman (former) | BOARD MEMBER | 2011-2013 | 2 | $0 reported | 1 |
| Scott Bieber (former) | FORMER BOARD VICE CHAIRMAN | 2010-2012 | 2 | $0 reported | 1 |
| Bill Hogan (former) | BOARD MEMBER | 2010-2012 | 2 | $0 reported | 1 |
People by year
2024 · 26 people listed · 26 paid, $4.3M · 439 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC PETRACCA | PRESIDENT/CEO | 48 | $891,086 | $0 | $64,010 | $955,096 | 3 |
| KARI STANSBERRY | SVP CHIEF ADMIN. OFFICER | 48 | $327,528 | $0 | $71,175 | $398,703 | 1 |
| DAN MEDAK | CFO | 48 | $341,354 | $0 | $25,735 | $367,089 | 1 |
| JORDAN LEHRMAN | SVP CHIEF TECHNOLOGY OFFICER | 48 | $314,986 | $0 | $50,016 | $365,002 | 1 |
| ALI MIGAKI | SVP CHIEF EXPERIENCE OFFICER | 48 | $295,116 | $0 | $68,978 | $364,094 | 1 |
| GAYLE GUSTAFSON | SVP CHIEF LENDING OFFICER (THRU 4/24) | 48 | $281,383 | $0 | $42,251 | $323,634 | 1 |
| RYAN GREENWOOD | INVESTMENT SERVICES FINANCIAL ADVISOR | 48 | $258,115 | $0 | $43,564 | $301,679 | 1 |
| JON DAVIS | VP INVESTMENT SERVICES | 45 | $242,832 | $0 | $40,340 | $283,172 | 1 |
| DIANNE SMITH | VP MORTGAGE SERVICES | 45 | $219,721 | $0 | $36,927 | $256,648 | 1 |
| JEREMY WIERSMA | VP BUSINESS SERVICES | 45 | $222,534 | $0 | $19,824 | $242,358 | 1 |
| RUSS BERNADO | SVP CHIEF LENDING & CREDIT OFFICER | 45 | $204,350 | $0 | $18,142 | $222,492 | 1 |
| DOUGLAS E LEHRMAN | CHAIRMAN | 5 | $28,750 | $0 | $0 | $28,750 | 1 |
| JOSEPH NUTTING | VICE CHAIRMAN | 4 | $21,500 | $0 | $0 | $21,500 | 1 |
| SHARON EASTMAN | SECRETARY | 4 | $21,500 | $0 | $0 | $21,500 | 2 |
| EVELYN D GRENDAHL | TREASURER | 4 | $21,500 | $0 | $0 | $21,500 | 1 |
| BRIAN LOOS | BOARD MEMBER | 2 | $17,500 | $0 | $0 | $17,500 | 1 |
| DON KITTERMAN | BOARD MEMBER | 2 | $17,500 | $0 | $0 | $17,500 | 1 |
| JOAN DURGIN | BOARD MEMBER | 2 | $17,500 | $0 | $0 | $17,500 | 2 |
| STEVE PORTER | BOARD MEMBER | 2 | $17,500 | $0 | $0 | $17,500 | 1 |
| RONALD ALAN ODERMOTT | BOARD MEMBER | 2 | $14,750 | $0 | $0 | $14,750 | 1 |
| ARELENE HETT | BOARD MEMBER | 2 | $12,250 | $0 | $0 | $12,250 | 1 |
| KEVIN SHERRY | BOARD MEMBER | 2 | $12,250 | $0 | $0 | $12,250 | 1 |
| TROY GRAHAM | BOARD MEMBER | 2 | $12,250 | $0 | $0 | $12,250 | 1 |
| ALICIA MOORE | BOARD MEMBER | 2 | $9,940 | $0 | $0 | $9,940 | 1 |
| JIL CLICK | BOARD MEMBER | 2 | $7,560 | $0 | $0 | $7,560 | 1 |
| RYAN HOULE | BOARD MEMBER | 2 | $6,902 | $0 | $0 | $6,902 | 1 |
2023 · 26 people listed · 26 paid, $4.4M · 460 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC PETRACCA | PRESIDENT/CEO | 48 | $899,063 | $0 | $57,088 | $956,151 | 3 |
| GAYLE GUSTAFSON | SVP CHIEF LENDING OFFICER | 48 | $396,004 | $0 | $41,997 | $438,001 | 1 |
| DANETTE LACHAPELLE | SVP CHIEF COMM. OFFICER (THRU 9/23) | 48 | $329,778 | $0 | $44,081 | $373,859 | 1 |
| KARI STANSBERRY | SVP CHIEF ADMIN. OFFICER | 48 | $304,946 | $0 | $62,946 | $367,892 | 1 |
| DAN MEDAK | CFO | 48 | $312,058 | $0 | $24,642 | $336,700 | 1 |
| JORDAN LEHRMAN | SVP CHIEF TECHNOLOGY OFFICER | 48 | $283,093 | $0 | $39,587 | $322,680 | 1 |
| ALI MIGAKI | SVP CHIEF RETAIL OFFICER | 48 | $239,205 | $0 | $28,232 | $267,437 | 1 |
| JEREMY WIERSMA | VP BUSINESS SERVICES | 45 | $233,194 | $0 | $19,514 | $252,708 | 1 |
| DENIS MARSH | VP INSURANCE SERVICES | 45 | $212,523 | $0 | $29,948 | $242,471 | 1 |
| DIANNE SMITH | VP MORTGAGE SERVICES | 45 | $217,497 | $0 | $17,387 | $234,884 | 1 |
| LUKE JENKINS | SOFTWARE DEVELOPMENT MANAGER | 45 | $162,366 | $0 | $31,275 | $193,641 | 1 |
| BECKY NAVARRE | VP CORE APPLICATIONS | 45 | $185,509 | $0 | $6,876 | $192,385 | 1 |
| DOUGLAS E LEHRMAN | BOARD CHAIRMAN | 5 | $25,000 | $0 | $0 | $25,000 | 1 |
| JOSEPH NUTTING | BOARD VICE CHAIRMAN | 4 | $20,000 | $0 | $0 | $20,000 | 1 |
| SHARON EASTMAN | BOARD SECRETARY | 4 | $20,000 | $0 | $0 | $20,000 | 2 |
| EVELYN D GRENDAHL | BOARD TREASURER | 4 | $20,000 | $0 | $0 | $20,000 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $16,000 | $0 | $0 | $16,000 | 1 |
| JIL CLICK | BOARD MEMBER | 2 | $16,000 | $0 | $0 | $16,000 | 1 |
| JOAN DURGIN | BOARD MEMBER | 2 | $16,000 | $0 | $0 | $16,000 | 2 |
| DON KITTERMAN | BOARD MEMBER | 2 | $16,000 | $0 | $0 | $16,000 | 1 |
| BRIAN LOOS | BOARD MEMBER | 2 | $14,050 | $0 | $0 | $14,050 | 1 |
| RONALD ALAN ODERMOTT | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| ARLENE HETT | BOARD MEMBER | 2 | $11,500 | $0 | $0 | $11,500 | 2 |
| JAMES ASKEY | BOARD MEMBER (THRU 03/23) | 2 | $6,933 | $0 | $0 | $6,933 | 1 |
| TROY GRAHAM | BOARD MEMBER | 2 | $6,517 | $0 | $0 | $6,517 | 1 |
| KEVIN SHERRY | BOARD MEMBER | 2 | $6,517 | $0 | $0 | $6,517 | 1 |
2022 · 24 people listed · 24 paid, $4.3M · 484 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC PETRACCA | PRESIDENT/CEO | 48 | $726,472 | $0 | $60,298 | $786,770 | 3 |
| DANETTE LACHAPELLE | SVP CHIEF COMM. OFFICER | 48 | $619,468 | $0 | $17,525 | $636,993 | 1 |
| KARI STANSBERRY | SVP CHIEF ADMIN. OFFICER | 48 | $267,463 | $0 | $63,777 | $331,240 | 1 |
| GAYLE GUSTAFSON | SVP CHIEF LENDING OFFICER | 48 | $271,907 | $0 | $40,739 | $312,646 | 1 |
| RYAN GREENWOOD | INVESTMENT SVCS FINANCIAL ADVISOR | 45 | $267,278 | $0 | $43,013 | $310,291 | 1 |
| DAN MEDAK | CFO | 48 | $266,200 | $0 | $22,179 | $288,379 | 1 |
| JORDAN LEHRMAN | SVP CHIEF TECHNOLOGY OFFICER | 48 | $226,429 | $0 | $41,628 | $268,057 | 1 |
| JON DAVIS | VP INVESTMENT SERVICES | 45 | $208,624 | $0 | $39,079 | $247,703 | 1 |
| JEREMY WIERSMA | VP BUSINESS SERVICES | 45 | $222,703 | $0 | $17,314 | $240,017 | 1 |
| DENIS MARSH | VP INSURANCE SERVICES | 45 | $203,738 | $0 | $34,030 | $237,768 | 1 |
| ALI MIGAKI | SVP CHIEF RETAIL OFFICER | 48 | $196,874 | $0 | $28,403 | $225,277 | 1 |
| DIANNE SMITH | VP MORTGAGE SERVICES | 45 | $182,644 | $0 | $31,043 | $213,687 | 1 |
| DOUGLAS E LEHRMAN | BOARD CHAIRMAN | 5 | $24,125 | $0 | $0 | $24,125 | 1 |
| SHARON EASTMAN | BOARD SECRETARY | 4 | $19,569 | $0 | $0 | $19,569 | 2 |
| JOSEPH NUTTING | BOARD VICE CHAIRMAN | 4 | $19,569 | $0 | $0 | $19,569 | 1 |
| EVELYN D GRENDAHL | BOARD TREASURER | 4 | $19,569 | $0 | $0 | $19,569 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $15,763 | $0 | $0 | $15,763 | 1 |
| JAMES ASKEY | BOARD MEMBER | 2 | $15,763 | $0 | $0 | $15,763 | 1 |
| JIL CLICK | BOARD MEMBER | 2 | $15,763 | $0 | $0 | $15,763 | 1 |
| JOAN DURGIN | BOARD MEMBER | 2 | $15,763 | $0 | $0 | $15,763 | 2 |
| DON KITTERMAN | BOARD MEMBER | 2 | $15,763 | $0 | $0 | $15,763 | 1 |
| RONALD ALAN ODERMOTT | BOARD MEMBER | 2 | $13,725 | $0 | $0 | $13,725 | 1 |
| BRIAN LOOS | BOARD MEMBER | 2 | $11,313 | $0 | $0 | $11,313 | 1 |
| ARLENE HETT | BOARD MEMBER | 2 | $11,313 | $0 | $0 | $11,313 | 2 |
2021 · 25 people listed · 25 paid, $4.5M · 459 employees · 24 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DEWAYNE LEDBETTER | CHIEF COMM. OFFICER (THRU 4/21) | 48 | $996,189 | $0 | $11,902 | $1,008,091 | 1 |
| ERIC PETRACCA | PRESIDENT/CEO | 48 | $474,596 | $0 | $34,745 | $509,341 | 3 |
| KELLY SCHRADER | PRESIDENT (THRU 1/21) | 48 | $416,046 | $0 | $11,700 | $427,746 | 1 |
| MICHAEL BOOTH | SR. MORTGAGE LOAN OFFICER | 45 | $363,964 | $0 | $20,000 | $383,964 | 1 |
| MELANIE JOSEPHSON | MORTGAGE LOAN OFFICER | 45 | $288,275 | $0 | $8,983 | $297,258 | 1 |
| GAYLE GUSTAFSON | CHIEF LENDING OFFICER | 48 | $231,958 | $0 | $29,098 | $261,056 | 1 |
| KARI STANSBERRY | CHIEF ADMINISTRATIVE OFFICER | 48 | $209,117 | $0 | $40,415 | $249,532 | 1 |
| DANETTE LACHAPELLE | CHIEF COMM. OFFICER | 48 | $197,635 | $0 | $47,979 | $245,614 | 1 |
| DENIS MARSH | VP INSURANCE SERVICES | 45 | $210,264 | $0 | $16,904 | $227,168 | 1 |
| JONATHAN DAVIS | VP INVESTMENT & RETIREMENT | 45 | $177,023 | $0 | $23,475 | $200,498 | 1 |
| ALI MIGAKI | SVP CHIEF RETAIL OFFICER | 48 | $167,198 | $0 | $18,049 | $185,247 | 1 |
| DIANNE SMITH | VP MORTGAGE SERVICES | 45 | $164,172 | $0 | $14,441 | $178,613 | 1 |
| DAN MEDAK | CFO | 48 | $146,321 | $0 | $4,107 | $150,428 | 1 |
| DOUG LEHRMAN | BOARD CHAIRMAN | 5 | $21,500 | $0 | $0 | $21,500 | 1 |
| JOSEPH NUTTING | BOARD VICE CHAIRMAN | 4 | $18,275 | $0 | $0 | $18,275 | 1 |
| SHARON EASTMAN | BOARD SECRETARY | 4 | $18,275 | $0 | $0 | $18,275 | 2 |
| EVIE GRENDAHL | BOARD TREASURER | 4 | $18,275 | $0 | $0 | $18,275 | 1 |
| JIM ASKEY | BOARD MEMBER | 2 | $15,050 | $0 | $0 | $15,050 | 2 |
| JIL CLICK | BOARD MEMBER | 2 | $15,050 | $0 | $0 | $15,050 | 1 |
| JOAN DURGIN | BOARD MEMBER | 2 | $15,050 | $0 | $0 | $15,050 | 2 |
| DON KITTERMAN | BOARD MEMBER | 2 | $15,050 | $0 | $0 | $15,050 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $15,050 | $0 | $0 | $15,050 | 1 |
| RON ODERMOTT | BOARD MEMBER | 2 | $12,900 | $0 | $0 | $12,900 | 2 |
| ARLENE HETT | BOARD MEMBER | 2 | $10,750 | $0 | $0 | $10,750 | 2 |
| BRIAN LOOS | BOARD MEMBER | 2 | $10,750 | $0 | $0 | $10,750 | 1 |
2020 · 22 people listed · 22 paid, $5.0M · 406 employees · 27 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KELLY SCHRADER | CEO & PRESIDENT | 48 | $1,245,766 | $0 | $12,600 | $1,258,366 | 1 |
| MICHAEL BOOTH | SENIOR MORTGAGE LOAN OFFICER | 45 | $775,354 | $0 | $19,800 | $795,154 | 1 |
| MELANIE JOSEPHSON | MORTGAGE LOAN OFFICER | 45 | $519,721 | $0 | $9,056 | $528,777 | 1 |
| DANETTE LACHAPELLE | SVP OF COMMUNICATION | 48 | $355,667 | $0 | $30,955 | $386,622 | 1 |
| KARI STANSBERRY | SVP OF HUMAN RESOURCES | 48 | $291,721 | $0 | $42,094 | $333,815 | 1 |
| DEWAYNE LEDBETTER | SVP/CHIEF FINANCIAL OFFICER | 48 | $266,924 | $0 | $9,649 | $276,573 | 1 |
| ERIC PETRACCA | CHIEF OPERATIONS OFFICER | 48 | $231,058 | $0 | $34,543 | $265,601 | 3 |
| GAYLE GUSTAFSON | SENIOR VP LENDING/CLO | 48 | $211,333 | $0 | $24,851 | $236,184 | 1 |
| JAMIE DOTSON | MORTGAGE LOAN OFFICER | 45 | $203,883 | $0 | $12,714 | $216,597 | 1 |
| DENIS MARSH | VP OF INSURANCE SERVICES | 45 | $190,103 | $0 | $16,098 | $206,201 | 1 |
| DIANNE SMITH | VP OF MORTGAGE SERVICES | 45 | $163,020 | $0 | $15,026 | $178,046 | 1 |
| ALI MIGAKI | SVP RETAIL DELIVERY | 48 | $152,632 | $0 | $12,626 | $165,258 | 1 |
| DOUG LEHRMAN | BOARD CHAIRMAN | 5 | $21,125 | $0 | $0 | $21,125 | 1 |
| JOSEPH NUTTING | BOARD TREASURER | 4 | $17,956 | $0 | $0 | $17,956 | 1 |
| SHARON EASTMAN | BOARD SECRETARY | 4 | $17,956 | $0 | $0 | $17,956 | 2 |
| EVIE GRENDAHL | BOARD MEMBER | 2 | $16,329 | $0 | $0 | $16,329 | 1 |
| JIM ASKEY | BOARD MEMBER | 2 | $14,788 | $0 | $0 | $14,788 | 2 |
| JIL CLICK | BOARD MEMBER | 2 | $14,788 | $0 | $0 | $14,788 | 1 |
| JOAN DURGIN | BOARD MEMBER | 2 | $14,788 | $0 | $0 | $14,788 | 2 |
| DON KITTERMAN | BOARD MEMBER | 2 | $14,788 | $0 | $0 | $14,788 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $14,788 | $0 | $0 | $14,788 | 1 |
| JIM CHURCH | BOARD VICE CHAIRMAN (THRU 03/20) | 4 | $9,220 | $0 | $0 | $9,220 | 2 |
2019 · 21 people listed · 21 paid, $3.5M · 391 employees · 27 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KELLY SCHRADER | CEO & PRESIDENT | 48 | $649,634 | $0 | $319,690 | $969,324 | 1 |
| MICHAEL BOOTH | SENIOR MORTGAGE LOAN OFFICER | 45 | $354,620 | $0 | $13,300 | $367,920 | 1 |
| DEWAYNE LEDBETTER | SVP/CHIEF FINANCIAL OFFICE | 48 | $248,027 | $0 | $40,665 | $288,692 | 1 |
| MELANIE JOSEPHSON | MORTGAGE LOAN OFFICER | 45 | $246,695 | $0 | $8,481 | $255,176 | 1 |
| ERIC PETRACCA | CHIEF OPERATIONS OFFICER | 48 | $217,084 | $0 | $36,400 | $253,484 | 3 |
| KARI STANSBERRY | SVP OF HUMAN RESOURCES | 48 | $178,054 | $0 | $57,755 | $235,809 | 1 |
| GAYLE GUSTAFSON | SENIOR VP LENDING/CLO | 48 | $195,322 | $0 | $36,154 | $231,476 | 1 |
| DANETTE LACHAPELLE | SVP OF COMMUNICATION | 48 | $167,475 | $0 | $38,300 | $205,775 | 1 |
| DENIS MARSH | VP OF INSURANCE SERVICES | 45 | $187,898 | $0 | $17,690 | $205,588 | 1 |
| RYAN GREENWOOD | INVESTMENT & RETIREMENT FI | 45 | $180,698 | $0 | $14,245 | $194,943 | 1 |
| JONATHAN DAVIS | VP INVESTMENT AND RETIREMENT | 45 | $157,678 | $0 | $17,494 | $175,172 | 1 |
| DOUG LEHRMAN | BOARD CHAIRMAN | 5 | $18,717 | $0 | $0 | $18,717 | 1 |
| JIM CHURCH | BOARD VICE CHAIRMAN | 4 | $17,000 | $0 | $0 | $17,000 | 2 |
| SHARON EASTMAN | BOARD SECRETARY | 4 | $17,000 | $0 | $0 | $17,000 | 2 |
| JOSEPH NUTTING | BOARD TREASURER | 4 | $15,717 | $0 | $0 | $15,717 | 1 |
| JIM ASKEY | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 2 |
| JIL CLICK | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| JOAN DURGIN | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 2 |
| EVIE GRENDAHL | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| DON KITTERMAN | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
2018 · 22 people listed · 22 paid, $3.4M · 378 employees · 27 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KELLY SCHRADER | CEO & PRESIDENT | 48 | $573,606 | $0 | $291,220 | $864,826 | 1 |
| DANETTE LACHAPELLE | SVP OF COMMUNICATION | 48 | $363,007 | $0 | $30,697 | $393,704 | 1 |
| DEWAYNE LEDBETTER | SVP/CHIEF FINANCIAL OFFICE | 48 | $316,666 | $0 | $39,572 | $356,238 | 1 |
| CHRISTOPHER O'MALLEY | SVP/CIO | 48 | $285,495 | $0 | $8,897 | $294,392 | 1 |
| ERIC PETRACCA | CHIEF OPERATIONS OFFICER | 48 | $238,160 | $0 | $31,366 | $269,526 | 3 |
| KARI STANSBERRY | SVP OF HUMAN RESOURCES | 48 | $187,204 | $0 | $36,115 | $223,319 | 1 |
| DENIS MARSH | VP OF INSURANCE SERVICES | 45 | $186,717 | $0 | $20,192 | $206,909 | 1 |
| GAYLE GUSTAFSON | SENIOR VP LENDING/CLO | 48 | $180,424 | $0 | $12,295 | $192,719 | 1 |
| DIANNE SMITH | VP OF MORTGAGE | 45 | $151,453 | $0 | $15,677 | $167,130 | 1 |
| ED FRANKS | VP OF BUSINESS SERVICES | 45 | $149,520 | $0 | $7,553 | $157,073 | 1 |
| RYAN GREENWOOD | INVESTMENT & RETIREMENT FINANCIAL ADVISOR | 45 | $147,012 | $0 | $6,714 | $153,726 | 1 |
| DR JAMES SORK | BOARD CHAIRMAN | 5 | $20,000 | $0 | $0 | $20,000 | 1 |
| JIM CHURCH | BOARD VICE CHAIRMAN | 4 | $17,000 | $0 | $0 | $17,000 | 2 |
| SHARON EASTMAN | BOARD SECRETARY | 4 | $17,000 | $0 | $0 | $17,000 | 2 |
| DOUG LEHRMAN | BOARD TREASURER | 4 | $17,000 | $0 | $0 | $17,000 | 1 |
| JIM ASKEY | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 2 |
| JIL CLICK | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| JOAN DURGIN | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 2 |
| EVIE GRENDAHL | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| DON KITTERMAN | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| JOSEPH NUTTING | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
2017 · 22 people listed · 22 paid, $2.9M · 355 employees · 37 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KELLY SCHRADER | CEO & PRESIDENT | 48 | $510,256 | $0 | $291,251 | $801,507 | 1 |
| DEWAYNE LEDBETTER | SVP/CHIEF FINANCIAL OFFICER | 48 | $228,465 | $0 | $37,874 | $266,339 | 1 |
| CHRISTOPHER O'MALLEY | FORMER SVP/CIO | 48 | $202,207 | $0 | $32,751 | $234,958 | 1 |
| ERIC PETRACCA | CHIEF OPERATIONS OFFICER | 48 | $193,261 | $0 | $27,764 | $221,025 | 3 |
| KARI STANSBERRY | SVP OF HUMAN RESOURCES | 48 | $170,481 | $0 | $35,209 | $205,690 | 1 |
| DENIS MARSH | VP OF INSURANCE SERVICES | 45 | $183,210 | $0 | $18,894 | $202,104 | 1 |
| MICHAEL BOOTH | SENIOR MORTGAGE LOAN OFFICER | 45 | $178,464 | $0 | $8,661 | $187,125 | 1 |
| DANETTE LACHAPELLE | SVP OF COMMUNICATION | 48 | $157,500 | $0 | $26,630 | $184,130 | 1 |
| JONATHAN DAVIS | WEALTH MANAGEMENT PROGRAM MANAGER | 45 | $134,728 | $0 | $16,058 | $150,786 | 1 |
| DIANNE SMITH | VP OF MORTGAGE | 45 | $135,330 | $0 | $10,538 | $145,868 | 1 |
| ED FRANKS | VP OF BUSINESS SERVICES | 45 | $136,583 | $0 | $7,281 | $143,864 | 1 |
| DR JAMES SORK | BOARD CHAIRMAN | 5 | $17,000 | $0 | $0 | $17,000 | 1 |
| JIM CHURCH | BOARD VICE CHAIRMAN | 4 | $14,500 | $0 | $0 | $14,500 | 2 |
| SHARON EASTMAN | BOARD SECRETARY | 4 | $14,500 | $0 | $0 | $14,500 | 2 |
| DOUG LEHRMAN | BOARD TREASURER | 4 | $14,500 | $0 | $0 | $14,500 | 1 |
| JIM ASKEY | BOARD MEMBER | 2 | $12,000 | $0 | $0 | $12,000 | 2 |
| JIM CLICK | BOARD MEMBER | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| JOAN DURGIN | BOARD MEMBER | 2 | $12,000 | $0 | $0 | $12,000 | 2 |
| EVIE GRENDAHL | BOARD MEMBER | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| DON KITTERMAN | BOARD MEMBER | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| JOSEPH NUTTING | BOARD MEMBER | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
2016 · 22 people listed · 22 paid, $2.1M · 338 employees · 39 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roger Michaelis | Former CEO & President | 40 | $332,729 | $0 | $4,999 | $337,728 | 1 |
| Kelly Schrader | CEO & President | 48 | $249,262 | $0 | $250 | $249,512 | 1 |
| DeWayne Ledbetter | CFO/SVP Of Finance | 48 | $204,750 | $0 | $33,593 | $238,343 | 1 |
| Christopher O'Malley | CIO/SVP Retail Delivery | 48 | $196,106 | $0 | $27,760 | $223,866 | 1 |
| Denis Marsh | VP of Insurance Services | 45 | $177,629 | $0 | $15,115 | $192,744 | 1 |
| Eric Petracca | SVP of Enterprise Risk Management | 48 | $163,922 | $0 | $26,351 | $190,273 | 3 |
| Kari Stansberry | SVP of Human Resources | 48 | $145,104 | $0 | $31,963 | $177,067 | 1 |
| Danette LaChapelle | SVP OF Communication | 48 | $145,458 | $0 | $24,414 | $169,872 | 1 |
| Jonathan Davis | Wealth Management Manager | 45 | $160,585 | $0 | $6,806 | $167,391 | 1 |
| Dr James Sork | Board Chairman | 5 | $12,750 | $0 | $0 | $12,750 | 1 |
| Jim Church | Board Vice Chairman | 4 | $10,875 | $0 | $0 | $10,875 | 2 |
| Sharon Eastman | Board Secretary | 4 | $10,875 | $0 | $0 | $10,875 | 2 |
| Doug Lehrman | Board Treasurer | 4 | $10,071 | $0 | $0 | $10,071 | 1 |
| Ed Maxwell | Former Board Treasurer | 4 | $9,804 | $0 | $0 | $9,804 | 1 |
| Jim Askey | Board Member | 2 | $9,000 | $0 | $0 | $9,000 | 2 |
| Jil Click | Board Member | 2 | $9,000 | $0 | $0 | $9,000 | 1 |
| Joan Durgin | Board Member | 2 | $9,000 | $0 | $0 | $9,000 | 2 |
| Evie Grendahl | Board Member | 2 | $9,000 | $0 | $0 | $9,000 | 1 |
| Don Kitterman | Board Member | 2 | $9,000 | $0 | $0 | $9,000 | 1 |
| Joseph Nutting | Board Member | 2 | $9,000 | $0 | $0 | $9,000 | 1 |
| Steve Porter | Board Member | 2 | $9,000 | $0 | $0 | $9,000 | 1 |
| Dave Marshall | Former Board Member | 2 | $3,857 | $0 | $0 | $3,857 | 2 |
2015 · 21 people listed · 8 paid, $1.9M · 347 employees · 39 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Roger Michaelis | CEO & PRESIDENT | 40 | $607,273 | $0 | $5,322 | $612,595 | 1 |
| DeWayne Ledbetter | CFO/SVP OF Finance | 40 | $197,003 | $0 | $37,766 | $234,769 | 1 |
| CHRIS O'MALLEY | CIO/SVP Branch & Support Operations | 40 | $181,297 | $0 | $26,827 | $208,124 | 1 |
| Denis Marsh | VP of INSURANCE SERVICES | 40 | $169,089 | $0 | $6,427 | $175,516 | 1 |
| Martina Valentine | CLO/SVP OF Lending | 40 | $165,585 | $0 | $3,575 | $169,160 | 1 |
| Danette LaChapelle | SVP OF Communication | 40 | $134,912 | $0 | $24,970 | $159,882 | 1 |
| Jonathan Davis | Wealth Management Manager | 40 | $143,152 | $0 | $6,296 | $149,448 | 1 |
| ANTHONY HUMPHREY | VP OF MORTGAGE SERVICES | 40 | $136,197 | $0 | $4,568 | $140,765 | 1 |
| Dr James Sork | Board Chairman | 5 | $0 | $0 | $0 | $0 | 1 |
| Jim Church | board vice Chairman | 4 | $0 | $0 | $0 | $0 | 2 |
| Sharon Eastman | board secretary | 4 | $0 | $0 | $0 | $0 | 2 |
| Ed Maxwell | board treasurer | 4 | $0 | $0 | $0 | $0 | 1 |
| Joan Durgan | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| Jil Click | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| Jim Askey | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| JOSEPH NUTTING | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| Evie Grendahl | board member | 2 | $0 | $0 | $0 | $0 | 1 |
| Steve Porter | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| Dave Marshall | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| Don Kitterman | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| Doug Lehrman | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2014 · 20 people listed · 7 paid, $2.6M · 320 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MICHAELIS | PRESIDENT/CEO | 40 | $1,602,187 | $0 | $22,071 | $1,624,258 | 1 |
| DEWAYNE LEDBETTER | CFO/SVP FINANCE | 40 | $173,203 | $0 | $35,493 | $208,696 | 1 |
| CHRIS O'MALLEY | SVP BRANCH & SUPPORT OPERATIONS/CIO | 40 | $151,200 | $0 | $31,137 | $182,337 | 1 |
| DENIS MARSH | VP INSURANCE SERVICES | 40 | $147,627 | $0 | $25,840 | $173,467 | 1 |
| RANDY SWANSON | FINANCIAL INVESTMENTS MANAGER | 40 | $150,123 | $0 | $7,561 | $157,684 | 1 |
| DANETTE LACHAPELLE | SVP COMMUNICATIONS | 40 | $128,812 | $0 | $24,623 | $153,435 | 1 |
| JON DAVIS | FINANCIAL INVESTMENTS MANAGER | 40 | $128,604 | $0 | $10,839 | $139,443 | 1 |
| DR JAMES SORK | BOARD CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM CHURCH | BOARD VICE CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 2 |
| SHARON EASTMAN | BOARD SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| ED MAXWELL | BOARD TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| JOAN DURGAN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JIL CLICK | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JIM ASKEY | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| JOSEPH NUTTING | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| EVIE GRENHAHL | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVE MARSHALL | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| DON KITTERMAN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DOUG LEHRMAN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2013 · 16 people listed · 7 paid, $1.3M · 242 employees · 30 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MICHAELIS | PRESIDENT/CEO | 40 | $362,128 | $0 | $24,449 | $386,577 | 1 |
| ED TURK | EVP/COO | 40 | $152,407 | $0 | $33,885 | $186,292 | 1 |
| RANDY SWANSON | FINANCIAL INVESTMENTS MANAGER | 40 | $159,767 | $0 | $6,731 | $166,498 | 1 |
| DEWAYNE LEDBETTER | CFO/SVP FINANCE | 40 | $131,799 | $0 | $30,652 | $162,451 | 1 |
| CHRIS O'MALLEY | SVP BRANCH & SUPPORT OPERATIONS/CIO | 40 | $119,461 | $0 | $26,817 | $146,278 | 1 |
| JON DAVIS | FINANCIAL INVESTMENT STAFF | 40 | $134,417 | $0 | $8,752 | $143,169 | 1 |
| CHRIS ANDERSON | VP MORTGAGE SERVICES | 40 | $134,256 | $0 | $7,462 | $141,718 | 1 |
| DR JAMES SORK | BOARD CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 1 |
| DOUG LEHRMAN | BOARD VICE CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| SHARON EASTMAN | BOARD SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| ED MAXWELL | BOARD TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| EVIE GRENDAHL | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DON KETTERMAN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH NUTTING | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JIL CLICK | BOARD MEMBER | 3 | $0 | $0 | $0 | $0 | 1 |
2012 · 17 people listed · 7 paid, $1.9M · 236 employees · 30 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MICHAELIS | PRESIDENT/CEO | 40 | $1,007,511 | $0 | $23,630 | $1,031,141 | 1 |
| RANDY SWANSON | FINANCIAL INVESTMENTS MANAGER | 40 | $204,281 | $0 | $7,201 | $211,482 | 1 |
| ED TURK | EVP/CHIEF OPERATING OFFICER | 40 | $153,042 | $0 | $9,058 | $162,100 | 1 |
| DEWAYNE LEDBETTER | CFO/SVP FINANCE | 40 | $139,178 | $0 | $9,207 | $148,385 | 1 |
| JON DAVIS | FINANCIAL INVESTMENTS STAFF | 40 | $120,840 | $0 | $7,926 | $128,766 | 1 |
| CHRIS O'MALLEY | SVP BRANCH & SUPPORT OPERATIONS/CIO | 40 | $120,461 | $0 | $8,079 | $128,540 | 1 |
| DANETTE LACHAPELLE | SVP COMMUNICATIONS | 40 | $117,318 | $0 | $8,940 | $126,258 | 1 |
| DR JAMES SORK | BOARD CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 1 |
| DOUG LEHRMAN | BOARD VICE CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| SCOTT BIEBER | FORMER BOARD VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| SHARON EASTMAN | BOARD SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| ED MAXWELL | BOARD TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| EVIE GRENDAHL | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE PORTER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DON KETTERMAN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| BILL HOGAN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JIL CLICK | BOARD MEMBER | 3 | $0 | $0 | $0 | $0 | 1 |
2011 · 16 people listed · 7 paid, $1.1M · 224 employees · 27 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MICHAELIS | PRESIDENT/CEO | 40 | $312,379 | $0 | $22,739 | $335,118 | 1 |
| RANDY SWANSON | FINANCIAL INVESTMENTS MANAGER | 40 | $154,737 | $0 | $5,295 | $160,032 | 1 |
| ED TURK | SVP-LENDING | 40 | $139,364 | $0 | $5,625 | $144,989 | 1 |
| DEWAYNE LEDBETTER | CFO/SVP FINANCE | 40 | $128,924 | $0 | $5,889 | $134,813 | 1 |
| JIM MORRELL | SVP-SUPPORT SERVICES & CIO | 40 | $123,061 | $0 | $5,295 | $128,356 | 1 |
| CHRIS O'MALLEY | VP OF RETAIL DELIVERY | 40 | $112,731 | $0 | $5,295 | $118,026 | 1 |
| DANETTE LACHAPELLE | SVP-COMMUNICATIONS | 40 | $110,882 | $0 | $6,051 | $116,933 | 1 |
| DR JAMES SORK | BOARD CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT BIEBER | BOARD VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG LEHRMAN | BOARD TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON EASTMAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| EVIE GRENDAHL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE PORTER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ED MAXWELL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DON KETTERMAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL HOGAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 16 people listed · 7 paid, $1.7M · 223 employees · 29 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROGER MICHAELIS | PRESIDENT/CEO | 40 | $913,339 | $0 | $10,226 | $923,565 | 1 |
| ED TURK | SVP-LENDING | 40 | $136,510 | $0 | $5,443 | $141,953 | 1 |
| JIM MORRELL | SVP-SUPPORT SERVICES/CIO | 40 | $121,968 | $0 | $5,113 | $127,081 | 1 |
| DEWAYNE LEDBETTER | CFO/SVP-FINANCE | 40 | $121,082 | $0 | $5,707 | $126,789 | 1 |
| RANDY SWANSON | FINANCIAL INVESTMENTS MANAGER | 40 | $118,652 | $0 | $5,113 | $123,765 | 1 |
| JIM JONES | VP-MEMBER BUSINESS LENDING | 40 | $113,524 | $0 | $5,113 | $118,637 | 1 |
| DANETTE LACHAPELLE | SVP-MARKETING | 40 | $107,495 | $0 | $5,869 | $113,364 | 1 |
| DR JAMES SORK | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT BIEBER | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG LEHRMAN | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| EVIE GRENDAHL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE PORTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ED MAXWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DON KITTERMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL HOGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON EASTMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $8.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| TEAM CONSTRUCTION | VANCOUVER, WA | CONSTRUCTION SERVICES | $2,588,602 |
| PSCU INCORPORATED | SAINT PETERSBURG, FL | CARD SERVICES | $2,254,218 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING SERVICES | $1,845,172 |
| CURINOS INC | NEW YORK, NY | SOFTWARE SERVICES | $829,463 |
| COOK SECURITY GROUP | PORTLAND, OR | SECURITY SERVICES | $814,336 |
2023 · 5 contractors · $8.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| TEAM CONSTRUCTION | VANCOUVER, WA | CONSTRUCTION SERVICES | $2,588,602 |
| PSCU INCORPORATED | ST PETERSBURG, FL | CARD SERVICES | $2,254,218 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING SERVICES | $1,845,172 |
| CURINOS INC | NEW YORK, NY | SOFTWARE SERVICES | $829,463 |
| COOK SECURITY GROUP | PORTLAND, TX | SECURITY SERVICES | $814,336 |
2022 · 5 contractors · $4.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU INCORPORATED | ST PETERSBURG, FL | CARD SERVICES | $1,588,950 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING | $1,471,755 |
| FIRSTCLOSE INC | SANTA CLARA, CA | LOAN PROCESSING FEES | $720,197 |
| SYNERGI PARTNERS INC | FLORENCE, SC | TAX PLANNING SERVICES | $537,817 |
| COOK SECURITY GROUP | PORTLAND, TX | SECURITY SERVICES | $521,285 |
2021 · 5 contractors · $4.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU INCORPORATED | ST PETERSBURG, FL | CARD SERVICES | $1,586,747 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING | $1,386,772 |
| SYNERGI PARTNERS INC | FLORENCE, SC | TAX PLANNING SERVICES | $537,817 |
| MERIDIAN LINK INC | LOS ANGELES, CA | LOAN PROCESSING FEES | $504,046 |
| FIRSTCLOSE INC | SANTA CLARA, CA | LOAN PROCESSING FEES | $478,239 |
2020 · 5 contractors · $4.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU INCORPORATED | ST PETERSBURG, FL | CARD SERVICES | $1,496,597 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING | $959,819 |
| MERIDIAN LINK INC | LOS ANGELES, CA | LOAN PROCESSING FEES | $657,858 |
| FINANCIAL ASSET SERVICES INC | IRVINE, CA | MORTGAGE APPRAISALS | $495,925 |
| XPRESS DATA INC | SAN DIEGO, CA | MEMBER STATEMENT PROCESSOR | $429,162 |
2019 · 5 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU INCORPORATED | ST PETERSBURG, FL | CARD SERVICES | $1,418,389 |
| FISERV INC | GRAPEVINE, TX | ONLINE BANKING | $690,687 |
| MERIDIAN LINK INC | LOS ANGELES, CA | LOAN PROCESSING FEES | $455,347 |
| XPRESS DATA INC | SAN DIEGO, CA | MEMBER STATEMENT PROCESSOR | $444,693 |
| FINANCIAL ASSET SERVICES INC | IRVINE, CA | MORTGAGE APPRAISALS | $403,875 |
2018 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV INC | GRAPEVINE, TX | ONLINE BANKING | $811,617 |
| PSCU INCORPORATED | ST PETERSBURG, FL | CARD SERVICES | $678,389 |
| MERIDIAN LINK INC | COSTA MESA, CA | LOAN PROCESSING FEES | $457,842 |
| COMCAST | PHILADELPHIA, PA | ISP CABLE | $269,511 |
| INFO IMAGE | MENLO PARK, CA | TAX/STATEMENT PROCESSOR | $248,424 |
2017 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV INC | GRAPEVINE, TX | ONLINE BANKING | $809,786 |
| JHA POWERLINK | MONETT, MO | CARD PROCESSING | $652,746 |
| CU COOPERATIVE SYSTEM | RANCHO CUCAMONGA, CA | CARD & ATM PROCESSING | $633,690 |
| INFO IMAGE | MENLO PARK, CA | TAX/STATEMENT PROCESSOR | $499,930 |
| MERIDIAN LINK INC | COSTA MESA, CA | LOAN PROCESSING FEES | $446,599 |
2016 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| JHA Powerlink | Seattle, WA | Card Processing | $692,224 |
| CU Cooperative Systems Inc | Rancho Cucamonga, CA | Card Processing | $631,145 |
| InfoIMAGE Inc | Menlo Park, CA | Member Statements | $474,902 |
| Official Payments Corporation | Boston, MA | Online Banking Services | $395,705 |
| Fiserv Inc | Grapevine, TX | Online Banking Services | $361,101 |
2015 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| JHA Powerlink | Seattle, WA | Debit/Credit Card Processing | $595,639 |
| Official Payments Corporation | Boston, MA | Online Banking Services | $566,104 |
| Info Image | Menlo Park, CA | Member Statements | $417,767 |
| Meridian Link Inc | Costa Mesa, CA | Loan Processing Services | $345,384 |
| Jack Henry & Associates Inc | Monett, MO | Core Software Maintenance Services | $336,757 |
2014 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| JHA POWERLINK | SEATTLE, WA | DEBIT/CREDIT CARD PROCESSING | $461,601 |
| INFO IMAGE | MENLO PARK, CA | MEMBER STATEMENTS | $292,144 |
| APPRAISAL VALET INC | PORTLAND, OR | APPRAISAL SERVICES | $230,092 |
| FTSI | MONROVIA, CA | ATM MAINTENANCE SERVICES | $185,136 |
| JACK HENRY & ASSOCIATES | MONETT, MO | CORE SOFTWARE MAINTENANCE SERVICES | $182,160 |
2013 · 5 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| INFO IMAGE | MEMBER STATEMENTS | $296,088 | |
| FTSI | ATM MAINTENANCE SERVICES | $209,366 | |
| JACK HENRY & ASSOCIATES INC | SOFTWARE MAINTENANCE SUPPORT | $202,224 | |
| APPRAISAL VALET INC | APPRAISAL SERVICES | $175,055 | |
| NW COMPLIANCE GROUP | COMPLIANCE SERVICES | $146,749 |
2012 · 4 contractors · $811K
| Name | Location | Service | Paid |
|---|---|---|---|
| INFO IMAGE | MENLO PARK, CA | MEMBER STATEMENTS | $270,296 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE AGREEMENTS | $219,862 |
| FARLEIGH WADA WITT | PORTLAND, OR | LEGAL SERVICES | $176,817 |
| FIRST AMERICAN TITLE | VANCOUVER, WA | APPRAISAL SERVICES | $143,765 |
2011 · 3 contractors · $587K
| Name | Location | Service | Paid |
|---|---|---|---|
| INFOIMAGE | MENLO PARK, CA | MEMBER STATEMENTS | $300,296 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE SUPPORT & MAINTENANCE | $159,606 |
| FARLEIGH WADA WITT | PORTLAND, OR | LEGAL SERVICES | $126,864 |
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 · 17 grants to organizations · $239K
Listed grants add up to $239,081; the return's “grants paid” expense line says $304,081. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 8 grants to organizations · $94K
Listed grants add up to $93,595; the return's “grants paid” expense line says $128,595. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 5 grants to organizations · $44K
Listed grants add up to $44,500; the return's “grants paid” expense line says $91,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 10 grants to organizations · $91K
Listed grants add up to $91,200; the return's “grants paid” expense line says $151,200. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 4 grants to organizations · $69K
Listed grants add up to $69,000; the return's “grants paid” expense line says $84,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 7 grants to organizations · $89K
Listed grants add up to $88,856; the return's “grants paid” expense line says $100,856. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 6 grants to organizations · $75K
Listed grants add up to $75,100; the return's “grants paid” expense line says $85,100. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 6 grants to organizations · $91K
Listed grants add up to $90,525; the return's “grants paid” expense line says $101,191. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 5 grants to organizations · $64K
Listed grants add up to $63,500; the return's “grants paid” expense line says $76,167. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 5 grants to organizations · $64K
Listed grants add up to $64,250; the return's “grants paid” expense line says $70,750. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 5 grants to organizations · $60K
Listed grants add up to $59,880; the return's “grants paid” expense line says $135,019. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 4 grants to organizations · $51K
Listed grants add up to $51,404; the return's “grants paid” expense line says $113,754. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 4 grants to organizations · $50K
Listed grants add up to $50,200; the return's “grants paid” expense line says $105,524. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 3 grants to organizations · $45K
Listed grants add up to $45,000; the return's “grants paid” expense line says $94,133. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 3 grants to organizations · $45K
Listed grants add up to $45,000; the return's “grants paid” expense line says $80,336. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
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 | ||||||||
| $128,694,198 | $107,438,006 | $2,014,416,592 | $205,231,903 | $3,683,950 | $112,074,241 | $3,008,078 | 439 | 15 |
| 2023 · Form 990 | ||||||||
| $114,383,646 | $108,295,755 | $2,064,834,274 | $179,380,096 | $0 | $104,997,854 | $3,290,345 | 460 | 13 |
| 2022 · Form 990 | ||||||||
| $92,392,104 | $68,013,244 | $2,008,224,369 | $167,765,097 | $0 | $86,126,385 | $3,092,429 | 484 | 12 |
| 2021 · Form 990 | ||||||||
| $77,633,682 | $58,167,316 | $1,792,465,816 | $154,062,883 | $0 | $74,656,585 | $3,223,030 | 459 | 24 |
| 2020 · Form 990 | ||||||||
| $75,016,143 | $59,297,085 | $1,533,211,130 | $137,201,010 | $0 | $71,903,039 | $3,078,944 | 406 | 27 |
| 2019 · Form 990 | ||||||||
| $68,078,628 | $53,478,674 | $1,218,686,586 | $122,113,533 | $0 | $64,287,983 | $2,483,225 | 391 | 27 |
| 2018 · Form 990 | ||||||||
| $61,409,888 | $44,684,893 | $1,105,731,125 | $107,584,885 | $0 | $59,078,085 | $2,469,333 | 378 | 27 |
| 2017 · Form 990 | ||||||||
| $51,969,336 | $40,230,056 | $978,757,522 | $91,169,690 | $0 | $49,316,366 | $2,058,149 | 355 | 37 |
| 2016 · Form 990 | ||||||||
| $45,242,210 | $34,214,291 | $919,609,475 | $79,416,494 | $0 | $43,705,554 | $1,170,681 | 338 | 39 |
| 2015 · Form 990 | ||||||||
| $39,783,577 | $32,893,813 | $821,773,803 | $69,427,112 | $0 | $38,513,539 | $1,055,488 | 347 | 39 |
| 2014 · Form 990 | ||||||||
| $32,376,270 | $27,109,129 | $746,799,732 | $62,617,884 | $0 | $31,399,179 | $1,832,954 | 320 | 40 |
| 2013 · Form 990 | ||||||||
| $26,305,939 | $21,574,816 | $508,467,996 | $41,304,293 | $0 | $24,584,621 | $549,027 | 242 | 30 |
| 2012 · Form 990 | ||||||||
| $25,765,330 | $21,046,982 | $483,777,067 | $37,200,810 | $0 | $24,208,362 | $1,179,525 | 236 | 30 |
| 2011 · Form 990 | ||||||||
| $26,039,727 | $23,161,790 | $451,327,410 | $33,190,703 | $0 | $24,450,982 | $469,931 | 224 | 27 |
| 2010 · Form 990 | ||||||||
| $27,374,127 | $26,448,288 | $433,545,031 | $29,301,541 | $0 | $26,636,422 | $1,050,354 | 223 | 29 |
Funders of this organization
2 grantors reported grants to this organization, $13,400 in all, tax years 2012 to 2016. 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 |
|---|---|---|---|---|---|---|---|---|
| ADVANTIS CREDIT UNION | Public charity | Exact | 2014, 2016 | 2 | $12,900 | 2016 | $7,400 | show |
| THE@NUTTER FAMILY FOUNDATION | Private foundation | Fuzzy filed as “IQ CREDIT UNION” | 2012 | 1 | $500 | 2012 | $500 | 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 |
|---|---|---|---|---|---|---|---|
| KITSAP CREDIT UNION | WA | Not reported | $153,721,471 | $148,184,524 | PRESIDENT/CEO | $986,092 | Similar name, revenue within 2x, same state |
| SALAL CREDIT UNION | WA | Not reported | $76,210,438 | $74,738,083 | PRESIDENT/CEO | $1,586,632 | Similar name, revenue within 2x, same state |
| NUMERICA CREDIT UNION | WA | Not reported | $255,238,984 | $222,712,246 | PRESIDENT/CEO | $1,063,097 | Similar name, revenue within 2x, same state |
| CREDIT UNION 1 | IL | Not reported | $107,315,887 | $103,205,283 | CEO/PRESIDENT/DIRECTOR | $907,650 | Similar name, revenue within 2x |
| ONEAZ CREDIT UNION | AZ | W61 | $198,883,800 | $166,468,298 | CEO/PRESIDENT | $1,353,915 | Similar name, revenue within 2x, similar mission |
| FREEDOM CREDIT UNION | PA | Not reported | $79,696,501 | $61,846,574 | PRESIDENT/CEO | $1,124,119 | Similar name, revenue within 2x, similar mission |
| MAZUMA CREDIT UNION | KS | Not reported | $76,432,995 | $74,586,167 | CEO | $445,970 | Similar name, revenue within 2x |
| VERVE CREDIT UNION | WI | Not reported | $81,444,360 | $80,634,270 | PRESIDENT/CEO | $727,992 | Similar name, revenue within 2x |
| UNIVERSITY CREDIT UNION | CA | Not reported | $66,929,654 | $61,123,730 | CEO | $810,248 | Similar name, revenue within 2x |
| METRO CREDIT UNION | MA | Not reported | $173,359,884 | $166,107,473 | PRESIDENT/CEO/DIRECTOR | $1,648,320 | Similar name, revenue within 2x |
| BEACON CREDIT UNION | IN | W61 | $70,997,309 | $66,494,991 | President/CEO | $732,369 | Similar name, revenue within 2x |
| LEADERS CREDIT UNION | TN | W61 | $93,333,162 | $77,538,876 | Manager/CEO | $1,013,164 | Similar name, revenue within 2x |
| SCOTT CREDIT UNION | IL | Not reported | $120,951,375 | $114,208,098 | PRESIDENT AND CEO/BOD TREASURER | $1,408,018 | Similar name, revenue within 2x |
| SUNMARK CREDIT UNION | NY | W61 | $78,480,506 | $72,671,788 | PRESIDENT/CEO | $477,143 | Similar name, revenue within 2x |
| 42 KEMBA CREDIT UNION INC | OH | Not reported | $100,593,597 | $90,370,208 | PRESIDENT | $1,209,842 | Similar name, revenue within 2x, similar mission |
| TEXANS CREDIT UNION | TX | Not reported | $123,635,860 | $102,712,885 | CHIEF EXECUTIVE OFFICER | $890,351 | Similar name, revenue within 2x |
| CREATE CREDIT UNION | NV | Not reported | $81,894,949 | $68,650,055 | CHIEF EXECUTIVE OFFICER | $527,136 | Similar name, revenue within 2x |
| MAX CREDIT UNION | AL | Not reported | $123,834,123 | $100,536,448 | PRESIDENT/CEO | $727,659 | Similar name, revenue within 2x |
| CAPITAL CREDIT UNION | WI | Not reported | $162,815,780 | $141,862,610 | PRESIDENT/CEO | $641,605 | Similar name, revenue within 2x |
| ADVIA CREDIT UNION | MI | Not reported | $216,111,117 | $194,591,712 | PRESIDENT/CEO | $1,299,159 | Similar name, revenue within 2x |
| FORUM CREDIT UNION | IN | W61 | $144,668,455 | $119,619,367 | CHIEF EXECUTIVE OFFICER | $790,523 | Similar name, revenue within 2x |
| MARINE CREDIT UNION | WI | Not reported | $92,253,087 | $84,333,452 | PRESIDENT & CEO | $659,455 | Similar name, revenue within 2x |
| AMERICU CREDIT UNION | NY | Not reported | $174,963,634 | $164,109,683 | PRESIDENT/CEO | $679,670 | Similar name, revenue within 2x |
| NAVIGANT CREDIT UNION | RI | W61 | $204,818,900 | $188,159,100 | PRESIDENT/CEO | $1,043,583 | Similar name, revenue within 2x |
| ROGUE CREDIT UNION | OR | Not reported | $225,240,586 | $200,882,793 | CHIEF EXECUTIVE OFFICER | $1,347,740 | Similar name, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| UNITED WAY OF THE BAY AREA | DAF sponsor | $38,800 | 4 | 1 | 2016–2021 | TRAVIS CREDIT UNION |
| HEARTLAND CREDIT UNION CHARITABLE | DAF sponsor | $20,000 | 2 | 1 | 2018–2019 | HEARTLAND CREDIT UNION |
| J L BEDSOLE FOUNDATION | Private foundation | $5,000 | 1 | 1 | 2021–2021 | ALABAMA CREDIT UNION |
| MARY REYNOLDS BABCOCK FOUNDATION INCORPORATED | Private foundation | $4,430 | 1 | 1 | 2020–2020 | SELF HELP CREDIT UNION |
| SHIVERS MINISTRIES INC | Private foundation | $2,970 | 1 | 1 | 2022–2022 | FIRSTMARK CREDIT UNION |
| LONG LEWIS FOUNDATION INC | Private foundation | $528 | 1 | 1 | 2024–2024 | MAX CREDIT UNION |
| LEE CHARITIES INC | Private foundation | $140 | 1 | 1 | 2025–2025 | ALABAMA CREDIT UNION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $107,438,006 spent · pay $36,271,866 · grants $304,081 · events $12,098
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $31,729,698 | - | - | - | 29.5% | |
| Other salaries and wages | $25,204,480 | - | - | - | 23.5% | |
| Other (as described) | LOAN LOSS PROVISION | $9,027,718 | - | - | - | 8.4% |
| All other expenses | $7,972,230 | - | - | - | 7.4% | |
| Other (as described) | LOAN SERVICING | $7,493,737 | - | - | - | 7.0% |
| Other employee benefits | $4,134,873 | - | - | - | 3.8% | |
| Other (as described) | ATM EXPENSES | $3,542,663 | - | - | - | 3.3% |
| Pay: officers, directors, trustees, key employees | $3,008,078 | - | - | - | 2.8% | |
| Occupancy | $2,948,982 | - | - | - | 2.7% | |
| Depreciation and depletion | $2,519,166 | - | - | - | 2.3% | |
| Payroll taxes | $2,117,212 | - | - | - | 2.0% | |
| Advertising and promotion | $1,883,671 | - | - | - | 1.8% | |
| Pension plan contributions | $1,807,223 | - | - | - | 1.7% | |
| Fees: other services | $1,504,315 | - | - | - | 1.4% | |
| Office expenses | $1,414,452 | - | - | - | 1.3% | |
| Grants to US organizations and governments | $274,081 | - | - | - | 0.3% | |
| Insurance | $263,679 | - | - | - | 0.2% | |
| Fees: accounting | $217,839 | - | - | - | 0.2% | |
| Travel | $195,255 | - | - | - | 0.2% | |
| Fees: legal | $107,444 | - | - | - | 0.1% | |
| Grants to US individuals | $30,000 | - | - | - | 0.0% | |
| Other (as described) | BUSINESS MEALS | $29,112 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $12,098 | - | - | - | 0.0% | |
| Total | $107,438,006 | 100% |
2023 · Form 990 · $108,295,755 spent · pay $36,340,493 · grants $128,595 · events $22,287
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $27,369,940 | - | - | - | 25.3% | |
| Other salaries and wages | $24,805,778 | - | - | - | 22.9% | |
| Other (as described) | LOAN LOSS PROVISION | $15,231,334 | - | - | - | 14.1% |
| Other (as described) | LOAN SERVICING | $7,133,548 | - | - | - | 6.6% |
| All other expenses | $6,540,619 | - | - | - | 6.0% | |
| Other employee benefits | $3,827,227 | - | - | - | 3.5% | |
| Other (as described) | ATM EXPENSES | $3,299,875 | - | - | - | 3.0% |
| Pay: officers, directors, trustees, key employees | $3,290,345 | - | - | - | 3.0% | |
| Occupancy | $3,284,478 | - | - | - | 3.0% | |
| Depreciation and depletion | $2,771,669 | - | - | - | 2.6% | |
| Pension plan contributions | $2,342,829 | - | - | - | 2.2% | |
| Payroll taxes | $2,074,314 | - | - | - | 1.9% | |
| Advertising and promotion | $1,933,746 | - | - | - | 1.8% | |
| Fees: other services | $1,770,900 | - | - | - | 1.6% | |
| Office expenses | $1,661,657 | - | - | - | 1.5% | |
| Insurance | $238,350 | - | - | - | 0.2% | |
| Fees: accounting | $221,590 | - | - | - | 0.2% | |
| Travel | $218,621 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $108,595 | - | - | - | 0.1% | |
| Fees: legal | $92,868 | - | - | - | 0.1% | |
| Other (as described) | BUSINESS MEALS | $35,185 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $22,287 | - | - | - | 0.0% | |
| Grants to US individuals | $20,000 | - | - | - | 0.0% | |
| Total | $108,295,755 | 100% |
2022 · Form 990 · $68,013,244 spent · pay $28,282,971 · grants $91,500 · events $9,675
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $21,331,447 | - | - | - | 31.4% | |
| Other (as described) | LOAN LOSS PROVISION | $7,115,044 | - | - | - | 10.5% |
| Other (as described) | LOAN SERVICING | $6,494,003 | - | - | - | 9.5% |
| Interest | $6,487,091 | - | - | - | 9.5% | |
| All other expenses | $5,404,175 | - | - | - | 7.9% | |
| Pay: officers, directors, trustees, key employees | $3,092,429 | - | - | - | 4.5% | |
| Other (as described) | ATM EXPENSES | $2,864,815 | - | - | - | 4.2% |
| Advertising and promotion | $2,272,029 | - | - | - | 3.3% | |
| Occupancy | $2,271,875 | - | - | - | 3.3% | |
| Fees: other services | $2,255,254 | - | - | - | 3.3% | |
| Depreciation and depletion | $2,222,898 | - | - | - | 3.3% | |
| Pension plan contributions | $1,847,567 | - | - | - | 2.7% | |
| Other employee benefits | $1,737,177 | - | - | - | 2.6% | |
| Office expenses | $1,500,320 | - | - | - | 2.2% | |
| Payroll taxes | $274,351 | - | - | - | 0.4% | |
| Travel | $249,397 | - | - | - | 0.4% | |
| Insurance | $225,878 | - | - | - | 0.3% | |
| Fees: accounting | $113,462 | - | - | - | 0.2% | |
| Fees: legal | $82,857 | - | - | - | 0.1% | |
| Other (as described) | FEDERAL TAX EXPENSE | $70,000 | - | - | - | 0.1% |
| Grants to US organizations and governments | $69,500 | - | - | - | 0.1% | |
| Grants to US individuals | $22,000 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $9,675 | - | - | - | 0.0% | |
| Total | $68,013,244 | 100% |
2021 · Form 990 · $58,167,316 spent · pay $26,561,619 · grants $151,200 · events $20,662
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $17,617,913 | - | - | - | 30.3% | |
| Other (as described) | LOAN SERVICING | $5,938,624 | - | - | - | 10.2% |
| Other (as described) | LOAN LOSS PROVISION | $5,439,204 | - | - | - | 9.4% |
| All other expenses | $4,201,089 | - | - | - | 7.2% | |
| Interest | $3,506,144 | - | - | - | 6.0% | |
| Pay: officers, directors, trustees, key employees | $3,223,030 | - | - | - | 5.5% | |
| Depreciation and depletion | $2,687,725 | - | - | - | 4.6% | |
| Other (as described) | ATM EXPENSES | $2,500,278 | - | - | - | 4.3% |
| Pension plan contributions | $2,151,644 | - | - | - | 3.7% | |
| Other employee benefits | $2,078,406 | - | - | - | 3.6% | |
| Fees: other services | $1,969,655 | - | - | - | 3.4% | |
| Occupancy | $1,742,167 | - | - | - | 3.0% | |
| Advertising and promotion | $1,540,591 | - | - | - | 2.6% | |
| Payroll taxes | $1,490,626 | - | - | - | 2.6% | |
| Office expenses | $1,310,898 | - | - | - | 2.3% | |
| Insurance | $204,847 | - | - | - | 0.4% | |
| Fees: accounting | $168,818 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $131,200 | - | - | - | 0.2% | |
| Fees: legal | $84,991 | - | - | - | 0.1% | |
| Travel | $70,104 | - | - | - | 0.1% | |
| Other (as described) | FEDERAL TAX EXPENSE | $68,700 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $20,662 | - | - | - | 0.0% | |
| Grants to US individuals | $20,000 | - | - | - | 0.0% | |
| Total | $58,167,316 | 100% |
2020 · Form 990 · $59,297,085 spent · pay $24,625,379 · grants $84,000 · events $14,202
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $17,987,169 | - | - | - | 30.3% | |
| Other (as described) | LOAN LOSS PROVISION | $9,235,880 | - | - | - | 15.6% |
| Other (as described) | LOAN SERVICING | $5,355,913 | - | - | - | 9.0% |
| Interest | $4,993,544 | - | - | - | 8.4% | |
| All other expenses | $3,624,836 | - | - | - | 6.1% | |
| Pay: officers, directors, trustees, key employees | $3,078,944 | - | - | - | 5.2% | |
| Depreciation and depletion | $2,617,235 | - | - | - | 4.4% | |
| Other (as described) | ATM EXPENSES | $2,300,218 | - | - | - | 3.9% |
| Advertising and promotion | $1,696,219 | - | - | - | 2.9% | |
| Other employee benefits | $1,679,969 | - | - | - | 2.8% | |
| Occupancy | $1,587,208 | - | - | - | 2.7% | |
| Office expenses | $1,431,207 | - | - | - | 2.4% | |
| Payroll taxes | $1,313,060 | - | - | - | 2.2% | |
| Fees: other services | $1,203,215 | - | - | - | 2.0% | |
| Pension plan contributions | $566,237 | - | - | - | 1.0% | |
| Fees: accounting | $232,613 | - | - | - | 0.4% | |
| Insurance | $178,266 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $74,000 | - | - | - | 0.1% | |
| Fees: legal | $56,008 | - | - | - | 0.1% | |
| Travel | $46,788 | - | - | - | 0.1% | |
| Other (as described) | BUSINESS MEALS | $14,354 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $14,202 | - | - | - | 0.0% | |
| Grants to US individuals | $10,000 | - | - | - | 0.0% | |
| Total | $59,297,085 | 100% |
2019 · Form 990 · $53,478,674 spent · pay $23,031,951 · grants $100,856 · events $20,328
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $16,338,064 | - | - | - | 30.6% | |
| Other (as described) | LOAN LOSS PROVISION | $6,698,403 | - | - | - | 12.5% |
| Other (as described) | LOAN SERVICING | $4,471,322 | - | - | - | 8.4% |
| Interest | $4,453,840 | - | - | - | 8.3% | |
| All other expenses | $3,250,525 | - | - | - | 6.1% | |
| Depreciation and depletion | $2,707,760 | - | - | - | 5.1% | |
| Pay: officers, directors, trustees, key employees | $2,483,225 | - | - | - | 4.6% | |
| Other employee benefits | $1,990,679 | - | - | - | 3.7% | |
| Other (as described) | ATM EXPENSES | $1,973,620 | - | - | - | 3.7% |
| Occupancy | $1,650,565 | - | - | - | 3.1% | |
| Advertising and promotion | $1,650,026 | - | - | - | 3.1% | |
| Office expenses | $1,512,729 | - | - | - | 2.8% | |
| Payroll taxes | $1,372,439 | - | - | - | 2.6% | |
| Fees: other services | $1,118,889 | - | - | - | 2.1% | |
| Pension plan contributions | $847,544 | - | - | - | 1.6% | |
| Travel | $213,038 | - | - | - | 0.4% | |
| Fees: accounting | $207,178 | - | - | - | 0.4% | |
| Other (as described) | TAXES ON UBIT | $198,000 | - | - | - | 0.4% |
| Insurance | $149,632 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $88,856 | - | - | - | 0.2% | |
| Fees: legal | $70,012 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $20,328 | - | - | - | 0.0% | |
| Grants to US individuals | $12,000 | - | - | - | 0.0% | |
| Total | $53,478,674 | 100% |
2018 · Form 990 · $44,684,893 spent · pay $20,060,214 · grants $85,100 · events $22,300
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $14,289,249 | - | - | - | 32.0% | |
| Other (as described) | LOAN LOSS PROVISION | $4,371,499 | - | - | - | 9.8% |
| Other (as described) | LOAN SERVICING | $4,203,269 | - | - | - | 9.4% |
| Depreciation and depletion | $2,790,766 | - | - | - | 6.2% | |
| All other expenses | $2,781,881 | - | - | - | 6.2% | |
| Pay: officers, directors, trustees, key employees | $2,469,333 | - | - | - | 5.5% | |
| Interest | $2,248,620 | - | - | - | 5.0% | |
| Other (as described) | ATM EXPENSES | $1,841,548 | - | - | - | 4.1% |
| Occupancy | $1,461,338 | - | - | - | 3.3% | |
| Advertising and promotion | $1,426,575 | - | - | - | 3.2% | |
| Office expenses | $1,385,604 | - | - | - | 3.1% | |
| Payroll taxes | $1,211,643 | - | - | - | 2.7% | |
| Fees: other services | $1,210,407 | - | - | - | 2.7% | |
| Other employee benefits | $1,205,872 | - | - | - | 2.7% | |
| Pension plan contributions | $884,117 | - | - | - | 2.0% | |
| Other (as described) | TAXES ON UBIT | $193,789 | - | - | - | 0.4% |
| Fees: accounting | $191,695 | - | - | - | 0.4% | |
| Travel | $179,239 | - | - | - | 0.4% | |
| Insurance | $143,980 | - | - | - | 0.3% | |
| Fees: legal | $87,069 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $75,100 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $22,300 | - | - | - | 0.0% | |
| Grants to US individuals | $10,000 | - | - | - | 0.0% | |
| Total | $44,684,893 | 100% |
2017 · Form 990 · $40,230,056 spent · pay $18,378,528 · grants $101,191 · events $25,148
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $12,977,211 | - | - | - | 32.3% | |
| Other (as described) | LOAN LOSS PROVISION | $4,380,366 | - | - | - | 10.9% |
| Other (as described) | LOAN SERVICING | $3,311,813 | - | - | - | 8.2% |
| Other (as described) | ATM EXPENSES | $2,475,494 | - | - | - | 6.2% |
| Depreciation and depletion | $2,425,394 | - | - | - | 6.0% | |
| Pay: officers, directors, trustees, key employees | $2,058,149 | - | - | - | 5.1% | |
| All other expenses | $1,824,586 | - | - | - | 4.5% | |
| Fees: other services | $1,475,750 | - | - | - | 3.7% | |
| Occupancy | $1,449,085 | - | - | - | 3.6% | |
| Office expenses | $1,435,336 | - | - | - | 3.6% | |
| Other employee benefits | $1,281,692 | - | - | - | 3.2% | |
| Advertising and promotion | $1,259,744 | - | - | - | 3.1% | |
| Payroll taxes | $1,114,509 | - | - | - | 2.8% | |
| Interest | $1,096,632 | - | - | - | 2.7% | |
| Pension plan contributions | $946,967 | - | - | - | 2.4% | |
| Insurance | $131,249 | - | - | - | 0.3% | |
| Fees: accounting | $128,655 | - | - | - | 0.3% | |
| Travel | $126,166 | - | - | - | 0.3% | |
| Fees: legal | $104,919 | - | - | - | 0.3% | |
| Other (as described) | TAXES ON UBIT | $100,000 | - | - | - | 0.2% |
| Grants to US organizations and governments | $90,525 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $25,148 | - | - | - | 0.1% | |
| Grants to US individuals | $10,666 | - | - | - | 0.0% | |
| Total | $40,230,056 | 100% |
2016 · Form 990 · $34,214,291 spent · pay $16,016,927 · grants $76,167 · events $12,428
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $12,051,854 | - | - | - | 35.2% | |
| Other (as described) | Loan Servicing | $2,976,946 | - | - | - | 8.7% |
| Other (as described) | Loan Loss Provision | $2,652,939 | - | - | - | 7.8% |
| Depreciation and depletion | $2,131,026 | - | - | - | 6.2% | |
| Other (as described) | ATM Expenses | $2,082,891 | - | - | - | 6.1% |
| Office expenses | $1,931,931 | - | - | - | 5.6% | |
| Occupancy | $1,444,223 | - | - | - | 4.2% | |
| Fees: other services | $1,279,768 | - | - | - | 3.7% | |
| Other employee benefits | $1,258,372 | - | - | - | 3.7% | |
| Pay: officers, directors, trustees, key employees | $1,170,681 | - | - | - | 3.4% | |
| Interest | $1,101,714 | - | - | - | 3.2% | |
| Payroll taxes | $1,038,689 | - | - | - | 3.0% | |
| All other expenses | $1,014,674 | - | - | - | 3.0% | |
| Advertising and promotion | $929,642 | - | - | - | 2.7% | |
| Pension plan contributions | $497,331 | - | - | - | 1.5% | |
| Fees: accounting | $152,634 | - | - | - | 0.4% | |
| Insurance | $117,239 | - | - | - | 0.3% | |
| Other (as described) | Taxes on UBIT | $107,507 | - | - | - | 0.3% |
| Travel | $98,164 | - | - | - | 0.3% | |
| Fees: legal | $87,471 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $63,500 | - | - | - | 0.2% | |
| Grants to US individuals | $12,667 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $12,428 | - | - | - | 0.0% | |
| Total | $34,214,291 | 100% |
2015 · Form 990 · $32,893,813 spent · pay $15,306,601 · grants $70,750 · events $11,228
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $11,673,175 | - | - | - | 35.5% | |
| Other (as described) | Loan Servicing | $2,724,136 | - | - | - | 8.3% |
| Other (as described) | LOAN LOSS PROVISION | $2,324,687 | - | - | - | 7.1% |
| Other (as described) | atm expenses | $2,150,378 | - | - | - | 6.5% |
| Depreciation and depletion | $2,051,758 | - | - | - | 6.2% | |
| Office expenses | $1,943,101 | - | - | - | 5.9% | |
| Fees: other services | $1,754,760 | - | - | - | 5.3% | |
| Occupancy | $1,434,049 | - | - | - | 4.4% | |
| Other employee benefits | $1,129,198 | - | - | - | 3.4% | |
| Interest | $1,112,446 | - | - | - | 3.4% | |
| Pay: officers, directors, trustees, key employees | $1,055,488 | - | - | - | 3.2% | |
| Payroll taxes | $996,452 | - | - | - | 3.0% | |
| Advertising and promotion | $752,914 | - | - | - | 2.3% | |
| All other expenses | $712,904 | - | - | - | 2.2% | |
| Pension plan contributions | $452,288 | - | - | - | 1.4% | |
| Fees: accounting | $160,343 | - | - | - | 0.5% | |
| Insurance | $136,850 | - | - | - | 0.4% | |
| Travel | $113,599 | - | - | - | 0.3% | |
| Fees: legal | $83,309 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $64,250 | - | - | - | 0.2% | |
| Other (as described) | TAXES ON UBIT | $50,000 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $11,228 | - | - | - | 0.0% | |
| Grants to US individuals | $6,500 | - | - | - | 0.0% | |
| Total | $32,893,813 | 100% |
2014 · Form 990 · $27,109,129 spent · pay $13,157,214 · grants $135,019 · events $353,882
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $8,881,221 | - | - | - | 32.8% | |
| Other (as described) | LOAN SERVICING | $2,264,535 | - | - | - | 8.4% |
| Fees: other services | $2,070,655 | - | - | - | 7.6% | |
| Depreciation and depletion | $1,839,168 | - | - | - | 6.8% | |
| Pay: officers, directors, trustees, key employees | $1,832,954 | - | - | - | 6.8% | |
| Other (as described) | ATM EXPENSES | $1,673,025 | - | - | - | 6.2% |
| Occupancy | $1,173,133 | - | - | - | 4.3% | |
| Other (as described) | LOAN LOSS PROVISION | $1,074,222 | - | - | - | 4.0% |
| Interest | $1,048,135 | - | - | - | 3.9% | |
| Other employee benefits | $963,443 | - | - | - | 3.6% | |
| Payroll taxes | $892,890 | - | - | - | 3.3% | |
| Office expenses | $788,828 | - | - | - | 2.9% | |
| Advertising and promotion | $612,173 | - | - | - | 2.3% | |
| Pension plan contributions | $586,706 | - | - | - | 2.2% | |
| All other expenses | $507,005 | - | - | - | 1.9% | |
| Conferences, conventions and meetings | $353,882 | - | - | - | 1.3% | |
| Insurance | $138,060 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $130,186 | - | - | - | 0.5% | |
| Fees: accounting | $119,168 | - | - | - | 0.4% | |
| Fees: legal | $77,074 | - | - | - | 0.3% | |
| Travel | $40,333 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBIT | $37,500 | - | - | - | 0.1% |
| Grants to US individuals | $4,833 | - | - | - | 0.0% | |
| Total | $27,109,129 | 100% |
2013 · Form 990 · $21,574,816 spent · pay $10,682,969 · grants $113,754 · events $265,926
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $7,974,655 | - | - | - | 37.0% | |
| Other (as described) | LOAN SERVICING | $1,459,119 | - | - | - | 6.8% |
| Other (as described) | ATM EXPENSES | $1,414,965 | - | - | - | 6.6% |
| Depreciation and depletion | $1,320,983 | - | - | - | 6.1% | |
| Occupancy | $1,138,891 | - | - | - | 5.3% | |
| Interest | $1,132,811 | - | - | - | 5.3% | |
| Fees: other services | $850,019 | - | - | - | 3.9% | |
| Other employee benefits | $816,963 | - | - | - | 3.8% | |
| Payroll taxes | $724,912 | - | - | - | 3.4% | |
| Office expenses | $635,547 | - | - | - | 2.9% | |
| Other (as described) | LOAN LOSS PROVISION | $625,227 | - | - | - | 2.9% |
| Pension plan contributions | $617,412 | - | - | - | 2.9% | |
| All other expenses | $594,406 | - | - | - | 2.8% | |
| Pay: officers, directors, trustees, key employees | $549,027 | - | - | - | 2.5% | |
| Advertising and promotion | $543,594 | - | - | - | 2.5% | |
| Insurance | $477,639 | - | - | - | 2.2% | |
| Conferences, conventions and meetings | $265,926 | - | - | - | 1.2% | |
| Fees: accounting | $154,620 | - | - | - | 0.7% | |
| Grants to US organizations and governments | $107,787 | - | - | - | 0.5% | |
| Fees: legal | $87,620 | - | - | - | 0.4% | |
| Other (as described) | TAXES ON UBIT | $49,988 | - | - | - | 0.2% |
| Travel | $26,738 | - | - | - | 0.1% | |
| Grants to US individuals | $5,967 | - | - | - | 0.0% | |
| Total | $21,574,816 | 100% |
2012 · Form 990 · $21,046,982 spent · pay $9,834,303 · grants $105,524 · events $191,484
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $6,763,073 | - | - | - | 32.1% | |
| Interest | $1,496,454 | - | - | - | 7.1% | |
| Other (as described) | ATM EXPENSES | $1,373,521 | - | - | - | 6.5% |
| Depreciation and depletion | $1,325,104 | - | - | - | 6.3% | |
| Other (as described) | LOAN SERVICING | $1,204,059 | - | - | - | 5.7% |
| Pay: officers, directors, trustees, key employees | $1,179,525 | - | - | - | 5.6% | |
| Occupancy | $1,089,131 | - | - | - | 5.2% | |
| All other expenses | $972,588 | - | - | - | 4.6% | |
| Other (as described) | LOAN LOSS PROVISION | $860,480 | - | - | - | 4.1% |
| Other employee benefits | $733,107 | - | - | - | 3.5% | |
| Payroll taxes | $674,994 | - | - | - | 3.2% | |
| Fees: other services | $616,597 | - | - | - | 2.9% | |
| Office expenses | $577,859 | - | - | - | 2.7% | |
| Insurance | $570,418 | - | - | - | 2.7% | |
| Pension plan contributions | $483,604 | - | - | - | 2.3% | |
| Advertising and promotion | $445,551 | - | - | - | 2.1% | |
| Conferences, conventions and meetings | $191,484 | - | - | - | 0.9% | |
| Fees: accounting | $157,725 | - | - | - | 0.7% | |
| Fees: legal | $117,995 | - | - | - | 0.6% | |
| Grants to US organizations and governments | $101,024 | - | - | - | 0.5% | |
| Other (as described) | TAXES ON UBIT | $81,871 | - | - | - | 0.4% |
| Travel | $26,318 | - | - | - | 0.1% | |
| Grants to US individuals | $4,500 | - | - | - | 0.0% | |
| Total | $21,046,982 | 100% |
2011 · Form 990 · $23,161,790 spent · pay $9,244,677 · grants $94,133 · events $161,037
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $6,858,812 | - | - | - | 29.6% | |
| Other (as described) | LOAN LOSS PROVISION | $2,649,930 | - | - | - | 11.4% |
| Interest | $2,064,600 | - | - | - | 8.9% | |
| Depreciation and depletion | $1,419,485 | - | - | - | 6.1% | |
| Other (as described) | SHARE DRAFTS | $1,383,745 | - | - | - | 6.0% |
| Other (as described) | LOAN SERVICING | $1,145,246 | - | - | - | 4.9% |
| Insurance | $1,139,319 | - | - | - | 4.9% | |
| Occupancy | $1,092,708 | - | - | - | 4.7% | |
| Other (as described) | OPERATIONS EXPENSES | $733,687 | - | - | - | 3.2% |
| Other employee benefits | $697,835 | - | - | - | 3.0% | |
| Payroll taxes | $636,169 | - | - | - | 2.7% | |
| Fees: other services | $605,197 | - | - | - | 2.6% | |
| Pension plan contributions | $581,930 | - | - | - | 2.5% | |
| Office expenses | $562,521 | - | - | - | 2.4% | |
| Pay: officers, directors, trustees, key employees | $469,931 | - | - | - | 2.0% | |
| Advertising and promotion | $413,580 | - | - | - | 1.8% | |
| All other expenses | $183,900 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $161,037 | - | - | - | 0.7% | |
| Fees: accounting | $130,925 | - | - | - | 0.6% | |
| Fees: legal | $112,665 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $88,800 | - | - | - | 0.4% | |
| Travel | $24,435 | - | - | - | 0.1% | |
| Grants to US individuals | $5,333 | - | - | - | 0.0% | |
| Total | $23,161,790 | 100% |
2010 · Form 990 · $26,448,288 spent · pay $8,903,671 · grants $80,336 · events $143,438
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $6,279,355 | - | - | - | 23.7% | |
| Other (as described) | LOAN LOSS PROVISION | $5,209,450 | - | - | - | 19.7% |
| Interest | $3,021,329 | - | - | - | 11.4% | |
| Depreciation and depletion | $1,672,496 | - | - | - | 6.3% | |
| Office expenses | $1,594,969 | - | - | - | 6.0% | |
| Other (as described) | LOAN SERVICING | $1,311,011 | - | - | - | 5.0% |
| Occupancy | $1,081,187 | - | - | - | 4.1% | |
| Other (as described) | SHARE DRAFTS | $1,052,141 | - | - | - | 4.0% |
| Pay: officers, directors, trustees, key employees | $1,050,354 | - | - | - | 4.0% | |
| Other employee benefits | $695,159 | - | - | - | 2.6% | |
| Other (as described) | OPERATIONS EXPENSES | $640,251 | - | - | - | 2.4% |
| Payroll taxes | $638,297 | - | - | - | 2.4% | |
| Fees: other services | $561,675 | - | - | - | 2.1% | |
| Advertising and promotion | $503,139 | - | - | - | 1.9% | |
| Pension plan contributions | $240,506 | - | - | - | 0.9% | |
| All other expenses | $148,471 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $143,438 | - | - | - | 0.5% | |
| Other (as described) | TAXES ON UBIT | $138,787 | - | - | - | 0.5% |
| Insurance | $137,090 | - | - | - | 0.5% | |
| Fees: accounting | $123,793 | - | - | - | 0.5% | |
| Fees: legal | $105,178 | - | - | - | 0.4% | |
| Grants to US organizations and governments | $76,336 | - | - | - | 0.3% | |
| Travel | $19,876 | - | - | - | 0.1% | |
| Grants to US individuals | $4,000 | - | - | - | 0.0% | |
| Total | $26,448,288 | 100% |