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PROVIDE HIGH QUALITY, LOW COST, FINANCIAL SERVICES TO IMPROVE THE FINANCIAL WELLBEING OF MEMBERS.
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$22.9M
Total Contributions
$0
Total Expenses
▼$21.2M
Total Assets
$468.7M
Total Liabilities
▼$433M
Net Assets
$35.6M
Officer Compensation
→$1.2M
Other Salaries
$4.4M
Investment Income
$541.1K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $22.9M | $0 | $21.2M | $468.7M | $35.6M |
| 2022 | $18.3M | $0 | $14.8M | $452.8M | $31.8M |
| 2021 | $17.3M | $0 | $12.8M | $412.2M | $34.5M |
| 2020 | $15.4M | $0 | $12.5M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
| Total |
|---|
| Stephen White | President & CEO | 40 | $337.6K | $0 | $41.4K | $378.9K |
| Andrew Rogers | COO & Senior VP Of Operations | 40 | $223.5K | $0 | $11K | $234.5K |
| Margaret Sisco | Cmo | 40 | $194.5K | $0 | $33.7K | $228.2K |
| Peter Stefanski | Chairperson | 1 | $14.2K | $0 | $0 | $14.2K |
| Steven Scales | Vice Chairperson | 1 | $10.6K | $0 | $0 | $10.6K |
| William Quirk | Board Secretary | 1 | $10.6K | $0 | $0 | $10.6K |
| Robert Delaney | Board Treasurer | 1 | $10.6K | $0 | $0 | $10.6K |
Stephen White
President & CEO
$378.9K
Hrs/Wk
40
Compensation
$337.6K
Related Orgs
$0
Other
$41.4K
Andrew Rogers
COO & Senior VP Of Operations
$234.5K
Hrs/Wk
40
Compensation
$223.5K
Related Orgs
$0
Other
$11K
Margaret Sisco
Cmo
$228.2K
Hrs/Wk
40
Compensation
$194.5K
Related Orgs
$0
Other
$33.7K
Peter Stefanski
Chairperson
$14.2K
Hrs/Wk
1
Compensation
$14.2K
Related Orgs
$0
Other
$0
Steven Scales
Vice Chairperson
$10.6K
Hrs/Wk
1
Compensation
$10.6K
Related Orgs
$0
Other
$0
William Quirk
Board Secretary
$10.6K
Hrs/Wk
1
Compensation
$10.6K
Related Orgs
$0
Other
$0
Robert Delaney
Board Treasurer
$10.6K
Hrs/Wk
1
Compensation
$10.6K
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Robert Boucher | VP Of Retail Leading | 40 | $175.7K | $0 | $21.3K | $196.9K |
| Richard Champ | VP Of Lending | 40 | $154.8K | $0 | $31.9K | $186.7K |
Robert Boucher
VP Of Retail Leading
$196.9K
Hrs/Wk
40
Compensation
$175.7K
Related Orgs
$0
Other
$21.3K
Richard Champ
VP Of Lending
$186.7K
Hrs/Wk
40
Compensation
$154.8K
Related Orgs
$0
Other
$31.9K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Dawn Smith | Board Member | 1 | $9,400 | $0 | $0 | $9,400 |
| Joseph Ritacco | Board Member | 1 | $9,400 | $0 | $0 | $9,400 |
| Paul Marsiglio | Board Member | 1 | $9,100 | $0 | $0 | $9,100 |
| Scott Harold | Board Member | 1 | $9,400 | $0 | $0 | $9,400 |
| Sheilia Terranova-Beattie | Board Member | 1 | $9,400 | $0 | $0 | $9,400 |
| Stephen J Iacoi |
Dawn Smith
Board Member
$9,400
Hrs/Wk
1
Compensation
$9,400
Related Orgs
$0
Other
$0
Joseph Ritacco
Board Member
$9,400
Hrs/Wk
1
Compensation
$9,400
Related Orgs
$0
Other
$0
Paul Marsiglio
Board Member
$9,100
Hrs/Wk
1
Compensation
$9,100
Related Orgs
$0
Other
$0
| $367.1M |
| $30.2M |
| 2019 | $14.9M | $0 | $12.5M | $326.7M | $27.5M |
| 2018 | $13M | $0 | $10.8M | $295.3M | $25M |
| 2017 | $11.8M | $0 | $10.1M | $271.1M | $22.9M |
| 2016 | $11.1M | $0 | $9.6M | $250.3M | $21M |
| 2015 | $10.6M | $0 | $9.4M | $232.8M | $19.6M |
| 2014 | $10.4M | $0 | $9M | $225.1M | $18.8M |
| 2013 | $10.2M | $0 | $9.1M | $224.4M | $18.1M |
| 2012 | $10.8M | $0 | $10.5M | $215.4M | $16.2M |
| 2011 | $11.6M | $0 | $11.5M | $210.5M | $15M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| Board Member |
| 1 |
| $9,400 |
| $0 |
| $0 |
| $9,400 |
Scott Harold
Board Member
$9,400
Hrs/Wk
1
Compensation
$9,400
Related Orgs
$0
Other
$0
Sheilia Terranova-Beattie
Board Member
$9,400
Hrs/Wk
1
Compensation
$9,400
Related Orgs
$0
Other
$0
Stephen J Iacoi
Board Member
$9,400
Hrs/Wk
1
Compensation
$9,400
Related Orgs
$0
Other
$0