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TO PROVIDE FINANCIAL PRODUCTS AND SERVICES TO OUR 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
▼$476.1M
Total Contributions
$0
Total Expenses
▼$470.1M
Total Assets
$9.4B
Total Liabilities
▼$8.5B
Net Assets
$866.8M
Officer Compensation
→$12.8M
Other Salaries
$56.7M
Investment Income
$67.5M
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 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
990-N (e-Postcard) Filing History
This organization files simplified Form 990-N (annual gross receipts ≤ $50,000).
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $476.1M | $0 | $470.1M | $9.4B | $866.8M |
| 2023IRS e-File | $421.6M | $0 | $358.8M | $9.7B | $813.3M |
| 2022 | $305.1M | $0 | $212.5M | $8.4B | $666.4M |
| 2021 | $281.4M |
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 |
|---|
| R Frank Weidner | President/ceo | 40 | $7.5M | $0 | $67.5K | $7.6M |
| Vikram Israni | Former SVP - Chief Financial Officer | 40 | $436.8K | $0 | $29.1K | $465.9K |
| Scott Kuhlman | SVP - Chief Financial Officer | 40 | $362.5K | $0 | $63.2K | $425.7K |
| Julie Rath | Chairman | 3 | $49K | $0 | $0 | $49K |
| Cheryl Minks | Secretary/treasurer | 3 | $44K | $0 | $0 | $44K |
| Gregory Miller | Vice Chairman | 3 | $44K | $0 | $0 | $44K |
| Jo Ann Harris | Former Chairman | 3 | $12.5K | $0 | $0 | $12.5K |
R Frank Weidner
President/ceo
$7.6M
Hrs/Wk
40
Compensation
$7.5M
Related Orgs
$0
Other
$67.5K
Vikram Israni
Former SVP - Chief Financial Officer
$465.9K
Hrs/Wk
40
Compensation
$436.8K
Related Orgs
$0
Other
$29.1K
Scott Kuhlman
SVP - Chief Financial Officer
$425.7K
Hrs/Wk
40
Compensation
$362.5K
Related Orgs
$0
Other
$63.2K
Julie Rath
Chairman
$49K
Hrs/Wk
3
Compensation
$49K
Related Orgs
$0
Other
$0
Cheryl Minks
Secretary/treasurer
$44K
Hrs/Wk
3
Compensation
$44K
Related Orgs
$0
Other
$0
Gregory Miller
Vice Chairman
$44K
Hrs/Wk
3
Compensation
$44K
Related Orgs
$0
Other
$0
Jo Ann Harris
Former Chairman
$12.5K
Hrs/Wk
3
Compensation
$12.5K
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Norm Creveling | SVP - Chief Lending Officer | 40 | $717.5K | $0 | $162.9K | $880.4K |
| Gregory Higgins | SVP - Chief Administration Officer/general Counsel | 40 | $801.8K | $0 | $73.2K | $875K |
| John Wagner | SVP - Chief Member Experience Officer | 40 | $796.1K | $0 | $75.6K | $871.7K |
| Xiaosong Hou | SVP - Chief Data And Technology Officer/cio | 40 | $677.4K | $0 | $71.4K | $748.8K |
| Bradley Grant | Former SVP - Chief Technology Officer | 40 | $609K | $0 | $31.8K | $640.8K |
Norm Creveling
SVP - Chief Lending Officer
$880.4K
Hrs/Wk
40
Compensation
$717.5K
Related Orgs
$0
Other
$162.9K
Gregory Higgins
SVP - Chief Administration Officer/general Counsel
$875K
Hrs/Wk
40
Compensation
$801.8K
Related Orgs
$0
Other
$73.2K
John Wagner
SVP - Chief Member Experience Officer
$871.7K
Hrs/Wk
40
Compensation
$796.1K
Related Orgs
$0
Other
$75.6K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Drew Boeke | Director | 3 | $41.7K | $0 | $0 | $41.7K |
| Elizabeth Caven | Director | 3 | $41.7K | $0 | $0 | $41.7K |
| Geoff Heck | Director | 3 | $44K | $0 | $0 | $44K |
| Mark Photiades | Former Director | 3 | $11K | $0 | $0 | $11K |
Drew Boeke
Director
$41.7K
Hrs/Wk
3
Compensation
$41.7K
Related Orgs
$0
Other
$0
Elizabeth Caven
Director
$41.7K
Hrs/Wk
3
Compensation
$41.7K
Related Orgs
$0
Other
$0
Geoff Heck
Director
$44K
Hrs/Wk
3
Compensation
$44K
Related Orgs
$0
Other
$0
| $0 |
| $191.7M |
| $7.8B |
| $865.7M |
| 2020 | $272.3M | $0 | $192.7M | $6.7B | $844.9M |
| 2019 | $245.9M | $0 | $165.1M | $5.6B | $740.1M |
| 2018 | $202.7M | $0 | $133.2M | $5.1B | $618.8M |
| 2017 | $182.1M | $0 | $112.4M | $4.5B | $565.9M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | — |
| 2015 | 990 | — |
| 2014 | 990 | — |
| 2013 | 990 | — |
| 2012 | 990 | — |
| 2011 | 990 | — |
| 2010 | 990 | — |
| 2009 | 990 | — |
| Marc Kenville |
| Sr Financial Advisor |
| 40 |
| $425.9K |
| $0 |
| $61.3K |
| $487.1K |
| Thomas Spitz | Executive Strategist | 40 | $396.5K | $0 | $58K | $454.4K |
| David Fink | Executive Strategist | 40 | $394.1K | $0 | $59.3K | $453.5K |
| Jeffrey Petronack | Sr Financial Advisor | 40 | $392.7K | $0 | $56.7K | $449.4K |
| Shane Irons | Sr Financial Advisor | 40 | $357.1K | $0 | $68.4K | $425.5K |
Xiaosong Hou
SVP - Chief Data And Technology Officer/cio
$748.8K
Hrs/Wk
40
Compensation
$677.4K
Related Orgs
$0
Other
$71.4K
Bradley Grant
Former SVP - Chief Technology Officer
$640.8K
Hrs/Wk
40
Compensation
$609K
Related Orgs
$0
Other
$31.8K
Marc Kenville
Sr Financial Advisor
$487.1K
Hrs/Wk
40
Compensation
$425.9K
Related Orgs
$0
Other
$61.3K
Thomas Spitz
Executive Strategist
$454.4K
Hrs/Wk
40
Compensation
$396.5K
Related Orgs
$0
Other
$58K
David Fink
Executive Strategist
$453.5K
Hrs/Wk
40
Compensation
$394.1K
Related Orgs
$0
Other
$59.3K
Jeffrey Petronack
Sr Financial Advisor
$449.4K
Hrs/Wk
40
Compensation
$392.7K
Related Orgs
$0
Other
$56.7K
Shane Irons
Sr Financial Advisor
$425.5K
Hrs/Wk
40
Compensation
$357.1K
Related Orgs
$0
Other
$68.4K
Mark Photiades
Former Director
$11K
Hrs/Wk
3
Compensation
$11K
Related Orgs
$0
Other
$0