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CREATING VALUE TO ENRICH THE LIVES OF OUR MEMBERS BY PROVIDING FINANCIAL PRODUCTS, EDUCATION AND SERVICES TAILORED TO MEET THEIR FINANCIAL GOALS.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$78.5M
Total Contributions
$0
Total Expenses
▼$72.7M
Total Assets
$1.1B
Total Liabilities
▼$1B
Net Assets
$96.6M
Officer Compensation
→$2.5M
Other Salaries
$16.9M
Investment Income
$4.1M
Fundraising
▼N/A
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $72.5K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
SUNMARK CHARITABLE COMMUNITY FOUNDATION47-3713204 | LATHAM, NY | $55K | Cash | CHARITABLE DONATION |
CAPITAL REGION CHAMBER FOUNDATION14-1736856 | ALBANY, NY | $17.5K | Cash | SPONSORSHIP OF 2024 ENTREPRENEURIAL BOOT CAMP |
| Total | $72.5K | |||
LATHAM, NY
$55K
ALBANY, NY
$17.5K
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 2024 · 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
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $78.5M | $0 | $72.7M | $1.1B | $96.6M |
| 2023IRS e-File | $72.9M | $0 | $67.6M | $1.2B | $89.7M |
| 2022 | $62.5M | $0 | $58.2M | $1.1B | $84.5M |
| 2021 | $61.8M |
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 | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Jerilee Beaudoin | President/ceo | 40 | $442.3K | $0 | $34.9K | $477.1K |
| Vikas Muktavaram | Evp/cfo | 40 | $332.3K | $0 | $27K | $359.3K |
| Frank Degraw | Former President/ceo | 40 | $302.4K | $0 | $6,161 | $308.6K |
| Johanna Robbins | Chief Financial Officer | 40 | $95.5K | $0 | $2,126 | $97.7K |
| Kristen Myers | Chairperson | 1 | $3,404 | $0 | $0 | $3,404 |
| Brian Hugick | Secretary | 1 | $865 | $0 | $0 | $865 |
| Matt Cusack | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Matt Rhodes | Vice Chair | 1 | $0 | $0 | $0 | $0 |
Jerilee Beaudoin
President/ceo
$477.1K
Hrs/Wk
40
Compensation
$442.3K
Related Orgs
$0
Other
$34.9K
Vikas Muktavaram
Evp/cfo
$359.3K
Hrs/Wk
40
Compensation
$332.3K
Related Orgs
$0
Other
$27K
Frank Degraw
Former President/ceo
$308.6K
Hrs/Wk
40
Compensation
$302.4K
Related Orgs
$0
Other
$6,161
Johanna Robbins
Chief Financial Officer
$97.7K
Hrs/Wk
40
Compensation
$95.5K
Related Orgs
$0
Other
$2,126
Kristen Myers
Chairperson
$3,404
Hrs/Wk
1
Compensation
$3,404
Related Orgs
$0
Other
$0
Brian Hugick
Secretary
$865
Hrs/Wk
1
Compensation
$865
Related Orgs
$0
Other
$0
Matt Cusack
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Matt Rhodes
Vice Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Darryl Enfield | Chief Information Officer | 40 | $245.2K | $0 | $72.4K | $317.6K |
| Paul Kelly | Chief People Officer | 40 | $261.2K | $0 | $48.6K | $309.8K |
| Michael Mathusa | Avp Of Sis And Lsa | 40 | $204.1K | $0 |
Darryl Enfield
Chief Information Officer
$317.6K
Hrs/Wk
40
Compensation
$245.2K
Related Orgs
$0
Other
$72.4K
Paul Kelly
Chief People Officer
$309.8K
Hrs/Wk
40
Compensation
$261.2K
Related Orgs
$0
Other
$48.6K
Michael Mathusa
Avp Of Sis And Lsa
$232.6K
Hrs/Wk
40
Compensation
$204.1K
Related Orgs
$0
Other
$28.5K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Amy Johnson | Director | 1 | $50 | $0 | $0 | $50 |
| Dan Heim | Director | 1 | $0 | $0 | $0 | $0 |
| Jennie Gliha | Director | 1 | $958 | $0 | $0 | $958 |
| Parker Powell | Director | 1 | $0 | $0 | $0 | $0 |
| Seth Stone | Director | 1 | $0 | $0 | $0 | $0 |
| Tony Cardona | Director | 1 |
Amy Johnson
Director
$50
Hrs/Wk
1
Compensation
$50
Related Orgs
$0
Other
$0
Dan Heim
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jennie Gliha
Director
$958
Hrs/Wk
1
Compensation
$958
Related Orgs
$0
Other
$0
| $0 |
| $54.8M |
| $1B |
| $81.1M |
| 2020 | $68.1M | $0 | $52M | $920.1M | $71.8M |
PDF not yet published by IRSView Filing → |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| $28.5K |
| $232.6K |
| John Prividera | Member Experience Officer | 40 | $217.9K | $0 | $6,421 | $224.4K |
| Amber Cooleen | VP Of Marketing | 40 | $191.5K | $0 | $27.8K | $219.3K |
| John Nolan | Avp Of It | 40 | $163.8K | $0 | $53.1K | $216.9K |
| Anthony Liguori | Senior P & C Producer | 40 | $163K | $0 | $39.8K | $202.7K |
| Dawn Donovan | VP Of Operations | 40 | $153K | $0 | $36.2K | $189.1K |
| Melissa Savage | VP Mortgage Lending | 40 | $152.9K | $0 | $27.5K | $180.4K |
| Jayant Singh | VP Business Services | 40 | $153K | $0 | $18.7K | $171.7K |
John Prividera
Member Experience Officer
$224.4K
Hrs/Wk
40
Compensation
$217.9K
Related Orgs
$0
Other
$6,421
Amber Cooleen
VP Of Marketing
$219.3K
Hrs/Wk
40
Compensation
$191.5K
Related Orgs
$0
Other
$27.8K
John Nolan
Avp Of It
$216.9K
Hrs/Wk
40
Compensation
$163.8K
Related Orgs
$0
Other
$53.1K
Anthony Liguori
Senior P & C Producer
$202.7K
Hrs/Wk
40
Compensation
$163K
Related Orgs
$0
Other
$39.8K
Dawn Donovan
VP Of Operations
$189.1K
Hrs/Wk
40
Compensation
$153K
Related Orgs
$0
Other
$36.2K
Melissa Savage
VP Mortgage Lending
$180.4K
Hrs/Wk
40
Compensation
$152.9K
Related Orgs
$0
Other
$27.5K
Jayant Singh
VP Business Services
$171.7K
Hrs/Wk
40
Compensation
$153K
Related Orgs
$0
Other
$18.7K
| $0 |
| $0 |
| $0 |
| $0 |
Parker Powell
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Seth Stone
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Tony Cardona
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0