Loading organization details...
Loading organization details...
The organization is a full service, state-chartered credit union providing a broad range of loan and deposit products and other financial services to its members located throughout the US and Puerto Rico using various channels including branches, a call center, and the internet.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$482.8M
Program Spending
0%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$459.7M
Total Assets
$6B
Total Liabilities
▼$5.5B
Net Assets
$545.1M
Officer Compensation
→N/A
Other Salaries
$86.6M
Investment Income
$77.5M
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
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $482.8M | $0 | $459.7M | $6B | $545.1M |
| 2023IRS e-File | $443.9M | $0 | $404.6M | $5.9B | $525.4M |
| 2022 | $350.4M | $0 | $293.1M | $5.8B | $504.8M |
| 2021 | $316.2M |
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 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Michael Valentine | President, CEO And Treasurer | 40 | $1.8M | $0 | $0 | $1.8M |
| James Block | Evp/chief Operating Officer | 40 | $866.4K | $0 | $0 | $866.4K |
| Carl Presto | Evp/cfo | 40 | $814.6K | $0 | $0 | $814.6K |
| Lisa Baron | Evp/chro | 40 | $808.5K | $0 | $0 | $808.5K |
| David Blum | EVP Corporate Relationships And Us Service Centers | 40 | $710K | $0 | $0 | $710K |
| Scott Zulpo | Evp/cio | 40 | $482.1K | $0 | $0 | $482.1K |
| David Brydun | Svp/chief Lending Officer | 40 | $468.6K | $0 | $0 | $468.6K |
| Kerriann Mills | Svp/general Counsel | 40 | $416.7K | $0 | $0 | $416.7K |
| Dan Parsons | SVP Us Service Centers | 40 | $378.2K | $0 | $0 | $378.2K |
| Stephanie Southard | Svp/ciso | 40 | $355.9K | $0 | $0 | $355.9K |
| Jill Sammons | Svp/marketing And Brand Strategy | 40 | $349.2K | $0 | $0 | $349.2K |
| Charles Smith | Svp/controller | 40 | $348.7K | $0 | $0 | $348.7K |
| Bhavna Guglani | Svp, Chief Digital Officer | 40 | $333.3K | $0 | $0 | $333.3K |
| Maria Garcia | Svp/member Operations | 40 | $321.6K | $0 | $0 | $321.6K |
| Brett Engel | Vp, Finance And Risk | 40 | $305K | $0 | $0 | $305K |
| Davi Allen | Vp, Consumer Lending | 40 | $300.1K | $0 | $0 | $300.1K |
| John Sahagian | VP | 40 | $294K | $0 | $0 | $294K |
| Joe Mccarthy | Vp, Real Estate Lending | 40 | $278.8K | $0 | $0 | $278.8K |
| Dmitriy Melnick | Senior Director, Software Development | 40 | $269.7K | $0 | $0 | $269.7K |
| Jordan Muller | Vp, Program Delivery | 40 | $269K | $0 | $0 | $269K |
| Keith Paris | Vp, Contact Center Opts | 40 | $251.6K | $0 | $0 | $251.6K |
| Harvey Rindt | Vp, Compliance | 40 | $233.7K | $0 | $0 | $233.7K |
| Dan Cook | Vp, Us Retail Branches | 40 | $207.2K | $0 | $0 | $207.2K |
Michael Valentine
President, CEO And Treasurer
$1.8M
Hrs/Wk
40
Compensation
$1.8M
Related Orgs
$0
Other
$0
James Block
Evp/chief Operating Officer
$866.4K
Hrs/Wk
40
Compensation
$866.4K
Related Orgs
$0
Other
$0
Carl Presto
Evp/cfo
$814.6K
Hrs/Wk
40
Compensation
$814.6K
Related Orgs
$0
Other
$0
Lisa Baron
Evp/chro
$808.5K
Hrs/Wk
40
Compensation
$808.5K
Related Orgs
$0
Other
$0
David Blum
EVP Corporate Relationships And Us Service Centers
$710K
Hrs/Wk
40
Compensation
$710K
Related Orgs
$0
Other
$0
Scott Zulpo
Evp/cio
$482.1K
Hrs/Wk
40
Compensation
$482.1K
Related Orgs
$0
Other
$0
David Brydun
Svp/chief Lending Officer
$468.6K
Hrs/Wk
40
Compensation
$468.6K
Related Orgs
$0
Other
$0
Kerriann Mills
Svp/general Counsel
$416.7K
Hrs/Wk
40
Compensation
$416.7K
Related Orgs
$0
Other
$0
Dan Parsons
SVP Us Service Centers
$378.2K
Hrs/Wk
40
Compensation
$378.2K
Related Orgs
$0
Other
$0
Stephanie Southard
Svp/ciso
$355.9K
Hrs/Wk
40
Compensation
$355.9K
Related Orgs
$0
Other
$0
Jill Sammons
Svp/marketing And Brand Strategy
$349.2K
Hrs/Wk
40
Compensation
$349.2K
Related Orgs
$0
Other
$0
Charles Smith
Svp/controller
$348.7K
Hrs/Wk
40
Compensation
$348.7K
Related Orgs
$0
Other
$0
Bhavna Guglani
Svp, Chief Digital Officer
$333.3K
Hrs/Wk
40
Compensation
$333.3K
Related Orgs
$0
Other
$0
Maria Garcia
Svp/member Operations
$321.6K
Hrs/Wk
40
Compensation
$321.6K
Related Orgs
$0
Other
$0
Brett Engel
Vp, Finance And Risk
$305K
Hrs/Wk
40
Compensation
$305K
Related Orgs
$0
Other
$0
Davi Allen
Vp, Consumer Lending
$300.1K
Hrs/Wk
40
Compensation
$300.1K
Related Orgs
$0
Other
$0
John Sahagian
VP
$294K
Hrs/Wk
40
Compensation
$294K
Related Orgs
$0
Other
$0
Joe Mccarthy
Vp, Real Estate Lending
$278.8K
Hrs/Wk
40
Compensation
$278.8K
Related Orgs
$0
Other
$0
Dmitriy Melnick
Senior Director, Software Development
$269.7K
Hrs/Wk
40
Compensation
$269.7K
Related Orgs
$0
Other
$0
Jordan Muller
Vp, Program Delivery
$269K
Hrs/Wk
40
Compensation
$269K
Related Orgs
$0
Other
$0
Keith Paris
Vp, Contact Center Opts
$251.6K
Hrs/Wk
40
Compensation
$251.6K
Related Orgs
$0
Other
$0
Harvey Rindt
Vp, Compliance
$233.7K
Hrs/Wk
40
Compensation
$233.7K
Related Orgs
$0
Other
$0
Dan Cook
Vp, Us Retail Branches
$207.2K
Hrs/Wk
40
Compensation
$207.2K
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Kristi Mertens | Managing Director, Wealth Advisors | 40 | $480.2K | $0 | $0 | $480.2K |
| Edwin T Watson | Wealth Advisor | 40 | $478.9K | $0 | $0 | $478.9K |
| John Anderson | Investment Advisors | 40 | $409.5K | $0 |
Kristi Mertens
Managing Director, Wealth Advisors
$480.2K
Hrs/Wk
40
Compensation
$480.2K
Related Orgs
$0
Other
$0
Edwin T Watson
Wealth Advisor
$478.9K
Hrs/Wk
40
Compensation
$478.9K
Related Orgs
$0
Other
$0
John Anderson
Investment Advisors
$409.5K
Hrs/Wk
40
Compensation
$409.5K
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Al Nietzel | Director | 40 | $33K | $0 | $0 | $33K |
| Betty Larson | Director | 40 | $33K | $0 | $0 | $33K |
| Bill Costa | Director | 40 | $33K | $0 | $0 | $33K |
| Brett Craig | Director | 40 | $33K | $0 | $0 | $33K |
| Christine Fleming | Director And Secretary | 40 | $38.5K | $0 | $0 | $38.5K |
| Christine Mccauley | Director |
Al Nietzel
Director
$33K
Hrs/Wk
40
Compensation
$33K
Related Orgs
$0
Other
$0
Betty Larson
Director
$33K
Hrs/Wk
40
Compensation
$33K
Related Orgs
$0
Other
$0
Bill Costa
Director
$33K
Hrs/Wk
40
Compensation
$33K
Related Orgs
$0
Other
$0
| $0 |
| $240.4M |
| $5.1B |
| $488M |
| 2020 | $274M | $0 | $239.9M | $4.5B | $415.4M |
| 2019 | $269M | $0 | $227.9M | $3.9B | $368.7M |
| 2018 | $238.3M | $0 | $203.3M | $3.5B | $325.7M |
| 2017 | $192.7M | $0 | $164.4M | $2.9B | $290.7M |
| 2016 | $165.3M | $0 | $136.8M | $2.6B | $262.4M |
| 2015 | $149.3M | $0 | $120.7M | $2.4B | $234.5M |
| 2014 | $133.8M | $0 | $106.4M | $2.1B | $205.9M |
| 2013 | $132M | $0 | $103.9M | $1.9B | $177.9M |
| 2012 | $127M | $0 | $105.9M | $1.8B | $151M |
| 2011 | $114.2M | $0 | $104M | $1.6B | $129.8M |
| 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 | — |
| $0 |
| $409.5K |
| Patty Mitchell | Director Of Compensation | 40 | $324.3K | $0 | $0 | $324.3K |
| Brandon Bierut | Consumer Loan Sales | 40 | $295.8K | $0 | $0 | $295.8K |
| Heather Wright | Wealth Advisors | 40 | $291.2K | $0 | $0 | $291.2K |
Patty Mitchell
Director Of Compensation
$324.3K
Hrs/Wk
40
Compensation
$324.3K
Related Orgs
$0
Other
$0
Brandon Bierut
Consumer Loan Sales
$295.8K
Hrs/Wk
40
Compensation
$295.8K
Related Orgs
$0
Other
$0
Heather Wright
Wealth Advisors
$291.2K
Hrs/Wk
40
Compensation
$291.2K
Related Orgs
$0
Other
$0
| 40 |
| $38.5K |
| $0 |
| $0 |
| $38.5K |
| David Strauss | Director | 40 | $33K | $0 | $0 | $33K |
| Michael Curran | Chairman | 40 | $49.5K | $0 | $0 | $49.5K |
| Ola Snow | Director | 40 | $33K | $0 | $0 | $33K |
| Paul Martin | Director | 40 | $38.5K | $0 | $0 | $38.5K |
| Robin Wells | Director | 40 | $16.5K | $0 | $0 | $16.5K |
Brett Craig
Director
$33K
Hrs/Wk
40
Compensation
$33K
Related Orgs
$0
Other
$0
Christine Fleming
Director And Secretary
$38.5K
Hrs/Wk
40
Compensation
$38.5K
Related Orgs
$0
Other
$0
Christine Mccauley
Director
$38.5K
Hrs/Wk
40
Compensation
$38.5K
Related Orgs
$0
Other
$0
David Strauss
Director
$33K
Hrs/Wk
40
Compensation
$33K
Related Orgs
$0
Other
$0
Michael Curran
Chairman
$49.5K
Hrs/Wk
40
Compensation
$49.5K
Related Orgs
$0
Other
$0
Ola Snow
Director
$33K
Hrs/Wk
40
Compensation
$33K
Related Orgs
$0
Other
$0
Paul Martin
Director
$38.5K
Hrs/Wk
40
Compensation
$38.5K
Related Orgs
$0
Other
$0
Robin Wells
Director
$16.5K
Hrs/Wk
40
Compensation
$16.5K
Related Orgs
$0
Other
$0