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TO BE A TRUSTED PARTNER IN HELPING MEMBERS ACHIEVE 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
▼$73.8M
Total Contributions
$0
Total Expenses
▼$65.9M
Total Assets
$1.3B
Total Liabilities
▼$1.2B
Net Assets
$120.2M
Officer Compensation
→$2.3M
Other Salaries
$18.1M
Investment Income
$6.2M
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 990
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 | $73.8M | $0 | $65.9M | $1.3B | $120.2M |
| 2023 | $62.9M | $0 | $54.3M | $1.2B | $110.1M |
| 2022 | $51.3M | $0 | $46.1M | $1.2B | $97.7M |
| 2021 | $46.1M | $0 | $39.4M |
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 |
|---|
| Barry Shaner | CEO | 45 | $522.9K | $0 | $12.7K | $535.6K |
| John Ustaszewski | Chief Operating Officer | 45 | $321.6K | $0 | $10.3K | $332K |
| Sonja Delaney | Chief Strategy Officer | 45 | $293K | $0 | $9,280 | $302.3K |
| Matt Gies | Chief Talent Officer | 45 | $241.2K | $0 | $7,166 | $248.4K |
| Jonathan Pollock | Chief Risk Officer | 45 | $239.1K | $0 | $8,232 | $247.4K |
| Brian Epstein | Chief Experience Officer | 45 | $216K | $0 | $3,700 | $219.7K |
| Scott Swan | SVP - Lending | 45 | $187.5K | $0 | $6,074 | $193.5K |
| Ray Leighton | Board Secretary | 1 | $0 | $0 | $0 | $0 |
| Frederick A Kominek | Board Treasurer | 1 | $0 | $0 | $0 | $0 |
| Mark Kott | Board Vice Chair | 2 | $0 | $0 | $0 | $0 |
| Jay Malcolm | Board Chair | 3 | $0 | $0 | $0 | $0 |
Barry Shaner
CEO
$535.6K
Hrs/Wk
45
Compensation
$522.9K
Related Orgs
$0
Other
$12.7K
John Ustaszewski
Chief Operating Officer
$332K
Hrs/Wk
45
Compensation
$321.6K
Related Orgs
$0
Other
$10.3K
Sonja Delaney
Chief Strategy Officer
$302.3K
Hrs/Wk
45
Compensation
$293K
Related Orgs
$0
Other
$9,280
Matt Gies
Chief Talent Officer
$248.4K
Hrs/Wk
45
Compensation
$241.2K
Related Orgs
$0
Other
$7,166
Jonathan Pollock
Chief Risk Officer
$247.4K
Hrs/Wk
45
Compensation
$239.1K
Related Orgs
$0
Other
$8,232
Brian Epstein
Chief Experience Officer
$219.7K
Hrs/Wk
45
Compensation
$216K
Related Orgs
$0
Other
$3,700
Scott Swan
SVP - Lending
$193.5K
Hrs/Wk
45
Compensation
$187.5K
Related Orgs
$0
Other
$6,074
Ray Leighton
Board Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Frederick A Kominek
Board Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mark Kott
Board Vice Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jay Malcolm
Board Chair
$0
Hrs/Wk
3
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 |
|---|---|---|---|---|---|---|
| Jennifer Hernes | Sr Mortgage Loan Originator | 40 | $339.4K | $0 | $10.9K | $350.3K |
| Julie Linch | SVP Retail Ops & Phys Pres | 45 | $246.2K | $0 | $7,537 | $253.8K |
| Angi Szuma | SVP Member Experience | 40 | $171.4K | $0 | $5,938 | $177.4K |
| Brenda Covrett | VP Of Branding & Comm Enga | 40 | $146.6K | $0 | $3,993 | $150.6K |
| Diane Harris | VP Member Experience | 40 | $145.9K | $0 | $3,410 | $149.3K |
| Patrick Harrigan |
Jennifer Hernes
Sr Mortgage Loan Originator
$350.3K
Hrs/Wk
40
Compensation
$339.4K
Related Orgs
$0
Other
$10.9K
Julie Linch
SVP Retail Ops & Phys Pres
$253.8K
Hrs/Wk
45
Compensation
$246.2K
Related Orgs
$0
Other
$7,537
Angi Szuma
SVP Member Experience
$177.4K
Hrs/Wk
40
Compensation
$171.4K
Related Orgs
$0
Other
$5,938
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aaron Wiens | Associate Board Member | 1 | $0 | $0 | $0 | $0 |
| Jeff Underwood | Board Member | 1 | $0 | $0 | $0 | $0 |
| Joe Sharp | Board Member | 1 | $0 | $0 | $0 | $0 |
| Laura Csomos | Associate Board Member | 1 | $0 | $0 | $0 | $0 |
| Nadia Lewis | Associate Board Member | 1 | $0 | $0 | $0 | $0 |
| Patricia Peterson | Board Member |
Aaron Wiens
Associate Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jeff Underwood
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Joe Sharp
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $1.2B |
| $99.1M |
| 2019 | $46.9M | $0 | $41.6M | $889.6M | $89M |
| 2018 | $42.5M | $0 | $38.5M | $854.4M | $83.5M |
| 2017 | $34.9M | $0 | $33.6M | $713.3M | $56.8M |
| 2016 | $33.7M | $0 | $32.6M | $670.7M | $55.3M |
| 2015 | $31.3M | $0 | $30.5M | $628.2M | $54.3M |
| 2014 | $29.5M | $0 | $26.4M | $592.8M | $53.6M |
| 2013 | $28.5M | $0 | $26.7M | $565M | $50.5M |
| 2012 | $30.7M | $0 | $28.1M | $561.9M | $49.1M |
| 2011 | $30.3M | $0 | $28.3M | $544.6M | $46.4M |
| 2021 | 990 | Data |
| 2020 | 990 | — |
| 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 | — |
| VP Itm Ops & Facilities |
| 40 |
| $138.6K |
| $0 |
| $4,714 |
| $143.3K |
Brenda Covrett
VP Of Branding & Comm Enga
$150.6K
Hrs/Wk
40
Compensation
$146.6K
Related Orgs
$0
Other
$3,993
Diane Harris
VP Member Experience
$149.3K
Hrs/Wk
40
Compensation
$145.9K
Related Orgs
$0
Other
$3,410
Patrick Harrigan
VP Itm Ops & Facilities
$143.3K
Hrs/Wk
40
Compensation
$138.6K
Related Orgs
$0
Other
$4,714
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
Laura Csomos
Associate Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Nadia Lewis
Associate Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Patricia Peterson
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0