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STATE CHARTERED CU THAT PROVIDES FINANCIAL, INSURANCE AND BANKING SERVICES TO ITS MEMBERS.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$424.1M
Total Contributions
$0
Total Expenses
▼$402M
Total Assets
$7.5B
Total Liabilities
▼$7B
Net Assets
$433M
Officer Compensation
→$11.8M
Other Salaries
$75.3M
Investment Income
$98.6M
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 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
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $424.1M | $0 | $402M | $7.5B | $433M |
| 2023IRS e-File | $314.7M | $0 | $311.9M | $7.1B | $432.4M |
| 2021 | $255.4M | $0 | $158.8M | $6.5B | $705.3M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
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 |
|---|
| Jonathan Roberts | President Chief Executive | 40 | $2M | $0 | $1.9M | $3.9M |
| Mark Timmerman | Evp/cro | 40 | $666K | $0 | $606.8K | $1.3M |
| Scott Van Zandt | Evp/chief Financial Officer | 40 | $799.9K | $0 | $427.3K | $1.2M |
| Richard Lionhood | Evp/cbo | 40 | $737.4K | $0 | $458.4K | $1.2M |
| Diane Allenbaugh | Former Evp/cpo | 40 | $1.2M | $0 | $10.2K | $1.2M |
| John Fede | Evp/cio | 40 | $517.3K | $0 | $249.4K | $766.7K |
| Christopher Kieffer | Evp/cso | 40 | $461.3K | $0 | $190K | $651.4K |
| Amy Jakobeit | Evp/cmo | 40 | $449K | $0 | $142.5K | $591.4K |
| Anton Rohrmeier | Former Evp/coo | 40 | $532.1K | $0 | $20.2K | $552.4K |
| Desiree Wolfe | Evp/cxo | 40 | $423.1K | $0 | $77.3K | $500.4K |
| Janine S Daughtry | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Benjamin Smith | Secretary | 1 | $0 | $0 | $0 | $0 |
| Nancy Kappler-Foster | Director Emeritus | 1 | $0 | $0 | $0 | $0 |
| Keith Baskett | Vice Chairman | 1 | $0 | $0 | $0 | $0 |
| Jay Pantaleo | Chairman Of The Board | 1 | $0 | $0 | $0 | $0 |
Jonathan Roberts
President Chief Executive
$3.9M
Hrs/Wk
40
Compensation
$2M
Related Orgs
$0
Other
$1.9M
Mark Timmerman
Evp/cro
$1.3M
Hrs/Wk
40
Compensation
$666K
Related Orgs
$0
Other
$606.8K
Scott Van Zandt
Evp/chief Financial Officer
$1.2M
Hrs/Wk
40
Compensation
$799.9K
Related Orgs
$0
Other
$427.3K
Richard Lionhood
Evp/cbo
$1.2M
Hrs/Wk
40
Compensation
$737.4K
Related Orgs
$0
Other
$458.4K
Diane Allenbaugh
Former Evp/cpo
$1.2M
Hrs/Wk
40
Compensation
$1.2M
Related Orgs
$0
Other
$10.2K
John Fede
Evp/cio
$766.7K
Hrs/Wk
40
Compensation
$517.3K
Related Orgs
$0
Other
$249.4K
Christopher Kieffer
Evp/cso
$651.4K
Hrs/Wk
40
Compensation
$461.3K
Related Orgs
$0
Other
$190K
Amy Jakobeit
Evp/cmo
$591.4K
Hrs/Wk
40
Compensation
$449K
Related Orgs
$0
Other
$142.5K
Anton Rohrmeier
Former Evp/coo
$552.4K
Hrs/Wk
40
Compensation
$532.1K
Related Orgs
$0
Other
$20.2K
Desiree Wolfe
Evp/cxo
$500.4K
Hrs/Wk
40
Compensation
$423.1K
Related Orgs
$0
Other
$77.3K
Janine S Daughtry
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Benjamin Smith
Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Nancy Kappler-Foster
Director Emeritus
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Keith Baskett
Vice Chairman
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jay Pantaleo
Chairman Of The Board
$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 |
|---|---|---|---|---|---|---|
| Matthew Giorgi | Financial Consultant Ii | 40 | $507.6K | $0 | $78.7K | $586.3K |
| Gregory Antonakos | Financial Consultant Ii | 40 | $448.6K | $0 | $78K | $526.6K |
| Christopher Cantele | Avp Wealth Management | 40 | $442.9K | $0 |
Matthew Giorgi
Financial Consultant Ii
$586.3K
Hrs/Wk
40
Compensation
$507.6K
Related Orgs
$0
Other
$78.7K
Gregory Antonakos
Financial Consultant Ii
$526.6K
Hrs/Wk
40
Compensation
$448.6K
Related Orgs
$0
Other
$78K
Christopher Cantele
Avp Wealth Management
$524.1K
Hrs/Wk
40
Compensation
$442.9K
Related Orgs
$0
Other
$81.2K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Alisa Swire | Director | 1 | $0 | $0 | $0 | $0 |
| Henrietta Akpata | Director | 1 | $0 | $0 | $0 | $0 |
| Juhi Saha | Associate Board Member | 1 | $0 | $0 | $0 | $0 |
| Karen Mcfarlane | Director | 1 | $0 | $0 | $0 | $0 |
| Nancy K Boehm | Director | 1 | $0 | $0 | $0 | $0 |
| Wesley J Lee | Director |
Alisa Swire
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Henrietta Akpata
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Juhi Saha
Associate Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| 990 |
— |
| $81.2K |
| $524.1K |
| Lynda Beisner | Financial Consultant Ii | 40 | $468.7K | $0 | $38.5K | $507.2K |
| Troy Del Valle | Vp/data Platform Architect | 40 | $341.3K | $0 | $85.8K | $427.1K |
Lynda Beisner
Financial Consultant Ii
$507.2K
Hrs/Wk
40
Compensation
$468.7K
Related Orgs
$0
Other
$38.5K
Troy Del Valle
Vp/data Platform Architect
$427.1K
Hrs/Wk
40
Compensation
$341.3K
Related Orgs
$0
Other
$85.8K
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
Karen Mcfarlane
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Nancy K Boehm
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Wesley J Lee
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0