EVERGREEN CREDIT UNION
Cite this
Plain text EVERGREEN CREDIT UNION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/evergreen-credit-union-010216328. Retrieved 2026-10-25.
APA furp.org. (n.d.). EVERGREEN CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 25, 2026, from https://furp.org/org/evergreen-credit-union-010216328
MLA “EVERGREEN CREDIT UNION.” furp.org, tax years 2010–2024, https://furp.org/org/evergreen-credit-union-010216328. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $33.2M · expenses $30.2M · assets $569.2M
- EIN
- 01-0216328
- Address
- PO BOX 1038, PORTLAND, ME 04104-1038
- Website
- WWW.EVERGREENCREDITUNION.ORG
- NTEE code
- -
- Exempt type
- 501(c)(14): credit union (association)
- Ruling date
- November 1969 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
PROVIDE MEMBERS WITH SAVINGS AND LOAN SERVICES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
14 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Timothy Verreault | COO | 2011-2024 | $375,115 | $3,221,146 | 1 |
| Kathleen Archambault | CFO | 2011-2024 | $358,459 | $3,141,335 | 1 |
| Jason Lindstrom | CEO | 2016-2024 | $531,684 | $3,057,985 | 1 |
| Jere Shaw | VP CML LENDING | 2017-2024 | $243,866 | $1,519,795 | 1 |
| Cathy Lestage | SVP OF HR | 2017-2024 | $243,558 | $1,421,306 | 1 |
| Nathan Davis | VP OF IT | 2020-2024 | $219,536 | $917,158 | 1 |
| Denis Knox | VP LENDING | 2019-2024 | $225,904 | $812,994 | 1 |
| Michael Dorey | VP OF DEPOSIT OPERATIONS | 2019-2024 | $173,421 | $596,497 | 1 |
| Julie Littell | VP OF COMMERCIAL LENDING | 2024 | $173,905 | $173,905 | 1 |
| H Tucker Cole (former) | PAST PRESIDENT & CEO | 2010-2016 | $23,313 | $1,348,148 | 1 |
| Howard Lowell (former) | VP OF MARKETING | 2018-2022 | $168,875 | $760,373 | 1 |
| Richard Folse (former) | VP OF BRANCH ADMIN THRU 10/23 | 2020-2023 | $224,245 | $716,064 | 1 |
| Denis Know (former) | VP LENDING | 2018-2021 | $177,278 | $497,529 | 1 |
| Kate Archambault (former) | CFO | 2010 | $118,028 | $118,028 | 1 |
Officers and directors, no compensation reported
39 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Rachel Green | CHAIR | 2016-2024 | 1 | $0 reported | 1 |
| Robert Dorr | VICE CHAIR | 2010-2024 | 1 | $0 reported | 1 |
| Eric King | TREASURER | 2017-2024 | 1 | $0 reported | 1 |
| Rick Trachimowicz | SECRETARY | 2024 | 1 | $0 reported | 1 |
| Chris Doe | DIRECTOR | 2021-2024 | 1 | $0 reported | 1 |
| Bill Foster | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Jim Hettenbach | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Kevin Mahoney | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Jim Wilson | DIRECTOR | 2018-2024 | 1 | $0 reported | 1 |
| Sandra Lipsey (former) | CHAIR | 2013-2023 | 1 | $0 reported | 1 |
| Julie Natale (former) | SECRETARY | 2020-2023 | 1 | $0 reported | 1 |
| Ruth Walsh (former) | DIRECTOR | 2020-2023 | 1 | $0 reported | 1 |
| Frank Pote (former) | DIRECTOR | 2021 | 1 | $0 reported | 1 |
| Heather Valley (former) | DIRECTOR | 2020 | 1 | $0 reported | 1 |
| Shannon Merrill (former) | DIRECTOR | 2020 | 1 | $0 reported | 1 |
| Christopher Doe (former) | CHAIR | 2010-2019 | 1 | $0 reported | 1 |
| Robert Dodge (former) | TREASURER | 2015-2019 | 1 | $0 reported | 1 |
| Rick Paraschak (former) | DIRECTOR | 2019 | 1 | $0 reported | 1 |
| Bryan Bozsik (former) | DIRECTOR | 2019 | 1 | $0 reported | 1 |
| Jennifer Breton (former) | TREASURER | 2016-2018 | 1 | $0 reported | 1 |
| Julie Lunt-Farley (former) | ASSISTANT TREASURER | 2016-2018 | 1 | $0 reported | 1 |
| John Holt Jr (former) | ASSISTANT SECRETARY | 2016-2017 | 1 | $0 reported | 1 |
| Brenner Allen (former) | DIRECTOR | 2016 | 1 | $0 reported | 1 |
| Steven Bailey (former) | DIRECTOR | 2015 | 1 | $0 reported | 1 |
| Brian Conger (former) | ASST SECRETARY | 2011-2015 | 1 | $0 reported | 1 |
| Daniel Mcgarvey (former) | DIRECTOR | 2010-2015 | 1 | $0 reported | 1 |
| John Holt (former) | SECRETARY | 2015 | 1 | $0 reported | 1 |
| Woody Woodward (former) | DIRECTOR | 2015 | 1 | $0 reported | 1 |
| Ron Greco (former) | CHAIRMAN | 2011-2015 | 1 | $0 reported | 1 |
| Alex Stone (former) | DIRECTOR | 2012-2014 | 1 | $0 reported | 1 |
| Douglas Wilson (former) | DIRECTOR | 2010-2014 | 1 | $0 reported | 1 |
| John Morneault (former) | ASST. TREASURER | 2010-2014 | 1 | $0 reported | 1 |
| Kellie Harris (former) | SECRETARY | 2010-2014 | 1 | $0 reported | 1 |
| Tom McBrierty (former) | Asst Secretary | 2011-2012 | 1 | $0 reported | 1 |
| William Desena (former) | Treasurer | 2010-2012 | 1 | $0 reported | 1 |
| Eric Giguere (former) | Treasurer | 2010 | 1 | $0 reported | 1 |
| David Haskell (former) | Director | 2010 | 1 | $0 reported | 1 |
| Bertrand Bolduc (former) | Chairman | 2010 | 0 | $0 reported | 1 |
| Arnold Herrick (former) | ASST TREASURER | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 18 people listed · 9 paid, $2.5M · 140 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON LINDSTROM | CEO | 40 | $412,837 | $0 | $118,847 | $531,684 | 1 |
| TIMOTHY VERREAULT | COO | 40 | $316,287 | $0 | $58,828 | $375,115 | 1 |
| KATHLEEN ARCHAMBAULT | CFO | 40 | $310,569 | $0 | $47,890 | $358,459 | 1 |
| JERE SHAW | VP CML LENDING | 40 | $207,090 | $0 | $36,776 | $243,866 | 1 |
| CATHY LESTAGE | SVP OF HR | 40 | $204,966 | $0 | $38,592 | $243,558 | 1 |
| DENIS KNOX | VP LENDING | 40 | $178,912 | $0 | $46,992 | $225,904 | 1 |
| NATHAN DAVIS | VP OF IT | 40 | $173,104 | $0 | $46,432 | $219,536 | 1 |
| JULIE LITTELL | VP OF COMMERCIAL LENDING | 40 | $149,253 | $0 | $24,652 | $173,905 | 1 |
| MICHAEL DOREY | VP OF DEPOSIT OPERATIONS | 40 | $154,339 | $0 | $19,082 | $173,421 | 1 |
| RACHEL GREEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC KING | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK TRACHIMOWICZ | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS DOE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL FOSTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM HETTENBACH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KEVIN MAHONEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 17 people listed · 9 paid, $2.3M · 134 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON LINDSTROM | CEO | 40 | $409,596 | $0 | $23,246 | $432,842 | 1 |
| KATHLEEN ARCHAMBAULT | CFO | 40 | $285,532 | $0 | $40,726 | $326,258 | 1 |
| TIMOTHY VERREAULT | COO | 40 | $290,310 | $0 | $29,382 | $319,692 | 1 |
| RICHARD FOLSE | VP OF BRANCH ADMIN THRU 10/23 | 40 | $198,733 | $0 | $25,512 | $224,245 | 1 |
| JERE SHAW | VP CML LENDING | 40 | $198,046 | $0 | $23,234 | $221,280 | 1 |
| CATHY LESTAGE | SVP OF HR | 40 | $193,396 | $0 | $26,074 | $219,470 | 1 |
| DENIS KNOX | VP LENDING | 40 | $169,968 | $0 | $28,940 | $198,908 | 1 |
| NATHAN DAVIS | VP OF IT | 40 | $165,244 | $0 | $28,454 | $193,698 | 1 |
| MICHAEL DOREY | VP OF DEPOSIT OPERATIONS | 40 | $144,932 | $0 | $12,357 | $157,289 | 1 |
| SANDRA LIPSEY | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL GREEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE NATALE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS DOE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC KING | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RUTH WALSH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 17 people listed · 9 paid, $2.2M · 112 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON LINDSTROM | CEO | 40 | $369,650 | $0 | $47,296 | $416,946 | 1 |
| TIMOTHY VERREAULT | COO | 40 | $271,139 | $0 | $37,623 | $308,762 | 1 |
| KATHLEEN ARCHAMBAULT | CFO | 40 | $261,168 | $0 | $27,036 | $288,204 | 1 |
| JERE SHAW | VP CML LENDING | 40 | $179,780 | $0 | $29,432 | $209,212 | 1 |
| DENIS KNOX | VP LENDING | 40 | $167,923 | $0 | $38,426 | $206,349 | 1 |
| NATHAN DAVIS | VP OF IT | 40 | $159,365 | $0 | $37,732 | $197,097 | 1 |
| CATHY LESTAGE | SVP OF HR | 40 | $166,175 | $0 | $30,156 | $196,331 | 1 |
| RICHARD FOLSE | VP OF BRANCH ADMINISTRATIO | 40 | $152,083 | $0 | $29,227 | $181,310 | 1 |
| HOWARD LOWELL | VP OF MARKETING | 40 | $154,332 | $0 | $14,543 | $168,875 | 1 |
| SANDRA LIPSEY | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL GREEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE NATALE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC KING | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RUTH WALSH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS DOE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 18 people listed · 9 paid, $2.0M · 106 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON LINDSTROM | CEO | 40 | $321,220 | $0 | $57,496 | $378,716 | 1 |
| TIMOTHY VERREAULT | COO | 40 | $246,203 | $0 | $44,835 | $291,038 | 1 |
| KATHLEEN ARCHAMBAULT | CFO | 40 | $246,359 | $0 | $30,651 | $277,010 | 1 |
| JERE SHAW | VP CML LENDING | 40 | $168,128 | $0 | $24,039 | $192,167 | 1 |
| DENIS KNOW | VP LENDING | 40 | $144,305 | $0 | $32,973 | $177,278 | 1 |
| CATHY LESTAGE | VP HR | 40 | $147,701 | $0 | $24,535 | $172,236 | 1 |
| RICHARD FOLSE | VP OF BRANCH ADMINISTRATIO | 40 | $143,844 | $0 | $17,381 | $161,225 | 1 |
| NATHAN DAVIS | VP OF IT | 40 | $138,462 | $0 | $18,009 | $156,471 | 1 |
| HOWARD LOWELL | VP MARKETING | 40 | $143,758 | $0 | $9,962 | $153,720 | 1 |
| SANDRA LIPSEY | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL GREEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE NATALE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC KING | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| FRANK POTE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RUTH WALSH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS DOE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 19 people listed · 10 paid, $2.1M · 117 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON LINDSTROM | CEO | 40 | $306,008 | $0 | $46,894 | $352,902 | 1 |
| TIMOTHY VERREAULT | COO | 40 | $247,418 | $0 | $44,587 | $292,005 | 1 |
| KATHLEEN ARCHAMBAULT | CFO | 40 | $240,918 | $0 | $25,872 | $266,790 | 1 |
| DENIS KNOW | VP LENDING | 40 | $152,232 | $0 | $37,924 | $190,156 | 1 |
| JERE SHAW | VP CML LENDING | 40 | $157,961 | $0 | $28,763 | $186,724 | 1 |
| CATHY LESTAGE | VP HR | 40 | $148,448 | $0 | $27,610 | $176,058 | 1 |
| HOWARD LOWELL | VP MARKETING | 40 | $143,318 | $0 | $13,787 | $157,105 | 1 |
| NATHAN DAVIS | VP OF IT | 40 | $124,073 | $0 | $26,283 | $150,356 | 1 |
| RICHARD FOLSE | VP OF BRANCH ADMINISTRATION | 40 | $130,794 | $0 | $18,490 | $149,284 | 1 |
| MICHAEL DOREY | VP DEPOSIT OPS | 40 | $123,001 | $0 | $15,595 | $138,596 | 1 |
| HEATHER VALLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL GREEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC KING | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA LIPSEY | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHANNON MERRILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RUTH WALSH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE NATALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 17 people listed · 8 paid, $1.7M · 98 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON LINDSTROM | CEO | 40 | $313,423 | $0 | $47,440 | $360,863 | 1 |
| TIMOTHY VERREAULT | COO | 40 | $226,890 | $0 | $48,360 | $275,250 | 1 |
| KATHLEEN ARCHAMBAULT | CFO | 40 | $218,630 | $0 | $25,407 | $244,037 | 1 |
| DENIS KNOX | VP LENDING | 40 | $140,096 | $0 | $41,737 | $181,833 | 1 |
| JERE SHAW | VP CML LENDING | 40 | $142,516 | $0 | $29,602 | $172,118 | 1 |
| CATHY LESTAGE | VP HR | 40 | $132,160 | $0 | $26,061 | $158,221 | 1 |
| HOWARD LOWELL | VP MARKETING | 40 | $136,788 | $0 | $18,667 | $155,455 | 1 |
| MICHAEL DOREY | VP DEPOSIT OPS | 40 | $111,533 | $0 | $15,658 | $127,191 | 1 |
| CHRISTOPHER DOE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA LIPSEY | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DODGE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL GREEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC KING | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | ASSISTANT TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK PARASCHAK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRYAN BOZSIK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 16 people listed · 7 paid, $1.3M · 92 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON LINDSTROM | PRESIDENT & CEO | 40 | $274,316 | $0 | $38,724 | $313,040 | 1 |
| TIMOTHY VERREAULT | COO | 40 | $211,640 | $0 | $44,641 | $256,281 | 1 |
| KATHLEEN ARCHAMBAULT | CFO | 40 | $197,454 | $0 | $22,183 | $219,637 | 1 |
| JERE SHAW | VP CML LENDING | 40 | $129,197 | $0 | $28,991 | $158,188 | 1 |
| CATHY LESTAGE | VP HR | 40 | $113,625 | $0 | $21,944 | $135,569 | 1 |
| DENIS KNOW | VP LENDING | 40 | $115,882 | $0 | $14,213 | $130,095 | 1 |
| HOWARD LOWELL | VP MARKETING | 40 | $114,616 | $0 | $10,602 | $125,218 | 1 |
| CHRISTOPHER DOE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA LIPSEY | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DODGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL GREEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER BRETON | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE LUNT-FARLEY | ASSISTANT TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC KING | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 14 people listed · 5 paid, $977K · 83 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TIMOTHY VERREAULT | SVP & COO | 40 | $214,055 | $0 | $45,863 | $259,918 | 1 |
| JASON LINDSTROM | PRESIDENT & CEO | 40 | $225,000 | $0 | $31,191 | $256,191 | 1 |
| KATHLEEN ARCHAMBAULT | EVP & CFO | 40 | $182,443 | $0 | $22,142 | $204,585 | 1 |
| JERE SHAW | VP CML LENDING | 40 | $108,123 | $0 | $28,117 | $136,240 | 1 |
| CATHY LESTAGE | VP HR | 40 | $102,392 | $0 | $17,471 | $119,863 | 1 |
| CHRISTOPHER DOE | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DODGE | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA LIPSEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL GREEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER BRETON | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN HOLT JR | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE LUNT-FARLEY | ASSISTANT TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC KING | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · 4 paid, $442K · 82 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TIMOTHY VERREAULT | SVP & COO | 40 | $181,577 | $0 | $34,875 | $216,452 | 1 |
| KATHLEEN ARCHAMBAULT | EVP & CFO | 40 | $171,769 | $0 | $15,521 | $187,290 | 1 |
| H TUCKER COLE | PAST PRESIDENT & CEO | 40 | $22,432 | $0 | $881 | $23,313 | 1 |
| JASON LINDSTROM | PRESIDENT & CEO | 40 | $13,111 | $0 | $1,690 | $14,801 | 1 |
| CHRISTOPHER DOE | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DODGE | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA LIPSEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RACHEL GREEN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER BRETON | ASSISTANT TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN HOLT JR | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JULIE LUNT-FARLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRENNER ALLEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 12 people listed · 3 paid, $563K · 79 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| H TUCKER COLE | PRESIDENT & CEO | 40 | $216,419 | $0 | $24,000 | $240,419 | 1 |
| KATHLEEN ARCHAMBAULT | EVP & CFO | 40 | $161,011 | $0 | $19,321 | $180,332 | 1 |
| TIMOTHY VERREAULT | SVP, RETAIL BANKING | 40 | $139,539 | $0 | $2,791 | $142,330 | 1 |
| STEVEN BAILEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN CONGER | ASST SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER DOE | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MCGARVEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DODGE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN HOLT | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| WOODY WOODWARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RON GRECO | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA LIPSEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 12 people listed · 3 paid, $545K · 77 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| H TUCKER COLE | PRESIDENT & CEO | 40 | $216,485 | $0 | $23,000 | $239,485 | 1 |
| KATHLEEN ARCHAMBAULT | CFO & SVP OF INFO. TECH. | 40 | $153,721 | $0 | $17,416 | $171,137 | 1 |
| TIMOTHY VERREAULT | SVP, RETAIL BANKING | 40 | $131,543 | $0 | $2,631 | $134,174 | 1 |
| ALEX STONE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN CONGER | ASST SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER DOE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MCGARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MORNEAULT | ASST. TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLIE HARRIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RON GRECO | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA LIPSEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 12 people listed · 3 paid, $494K · 66 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| H TUCKER COLE | PRESIDENT & CEO | 40 | $200,256 | $0 | $17,500 | $217,756 | 1 |
| KATHLEEN ARCHAMBAULT | CFO & SVP OF INFO. TECH. | 40 | $138,149 | $0 | $11,484 | $149,633 | 1 |
| TIMOTHY VERREAULT | SVP, RETAIL BANKING | 40 | $123,865 | $0 | $2,477 | $126,342 | 1 |
| CHRISTOPHER DOE | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLIE HARRIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN CONGER | ASST SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RON GRECO | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MCGARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MORNEAULT | ASST. TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS WILSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX STONE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SANDRA LIPSEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 14 people listed · 3 paid, $477K · 62 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| H TUCKER COLE | CEO | 40 | $206,472 | $0 | $17,000 | $223,472 | 1 |
| Kathleen ARCHAMBAULT | CFO | 40 | $127,525 | $0 | $10,202 | $137,727 | 1 |
| Timothy Verreault | Vice President | 40 | $113,871 | $0 | $1,937 | $115,808 | 1 |
| DOUGLAS WILSON | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MORNEAULT | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MCGARVEY | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Tom McBrierty | Asst Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Ron Greco | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Alex Stone | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM DESENA | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Brian Conger | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLIE HARRIS | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER DOE | Asst Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 13 people listed · 3 paid, $466K · 71 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| H TUCKER COLE | CEO | 40 | $211,186 | $0 | $16,500 | $227,686 | 1 |
| Kathleen ARCHAMBAULT | CFO | 40 | $120,589 | $0 | $9,647 | $130,236 | 1 |
| Timothy Verreault | Vice President | 40 | $106,053 | $0 | $1,926 | $107,979 | 1 |
| DOUGLAS WILSON | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MORNEAULT | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MCGARVEY | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Tom McBrierty | Asst Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Ron Greco | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM DESENA | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Brian Conger | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLIE HARRIS | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER DOE | Asst Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 13 people listed · 2 paid, $294K · 63 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| H TUCKER COLE | CEO | 40 | $159,517 | $0 | $16,500 | $176,017 | 1 |
| KATE ARCHAMBAULT | CFO | 40 | $109,285 | $0 | $8,743 | $118,028 | 1 |
| WILLIAM DESENA | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DORR | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| KELLIE HARRIS | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN MORNEAULT | ASST SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GIGUERE | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS WILSON | VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID HASKELL | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL MCGARVEY | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER DOE | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| BERTRAND BOLDUC | Chairman | 0 | $0 | $0 | $0 | $0 | 1 |
| ARNOLD HERRICK | ASST TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | CORE DATA PROCESSOR | $1,824,474 |
| RISBARA BROS CONSTRUCTION | SCARBOROUGH, ME | BUILDING CONTRACTOR | $1,304,243 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT MANAGED SERVICES | $307,128 |
| KAREN ST CLAIR MEDIA | CUMBERLAND FORESIDE, ME | ADVERTISING CONTRACTOR | $229,420 |
| DBSI INC | CHANDLER, AZ | CASH RECYCLER VENDOR | $149,540 |
2023 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | CORE DATA PROCESSOR | $1,718,904 |
| RISBARA BROS CONSTRUCTION | SCARBOROUGH, ME | BUILDING CONTRACTOR | $1,422,632 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT MANAGED SERVICES | $265,563 |
| DBSI INC | CHANDLER, AZ | CASH RECYCLER VENDOR | $216,367 |
| KAREN ST CLAIR MEDIA | CUMBERLAND FORESIDE, ME | ADVERTISING CONTRACTOR | $214,080 |
2022 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | CORE DATA PROCESSOR | $1,654,120 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT MANAGED SERVICES | $325,508 |
| ST CLARIE MEDIA GROUP | CUMBERLAND FORESIDE, ME | ADVERTISING AGENCY | $192,517 |
| PROPERTY VALUATION SERVICES | FREEPORT, ME | LOAN APPRAISAL AND VALUATION SERVICES | $174,225 |
| GAWRON TURGEON ASSOCIATES | SCARBOROUGH, ME | BUILDING CONTRACTOR FOR NEW BRANCH | $144,714 |
2021 · 5 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | CORE DATA PROCESSOR | $1,588,906 |
| BENCHMARK | WESTBROOK, ME | BUILDING CONTRACTOR-REMODEL WORK | $1,144,974 |
| PROPERTY VALUATION SERVICES | FREEPORT, ME | LOAN APPRAISAL AND VALUATION SERVICES | $214,425 |
| ST CLARIE MEDIA GROUP | CUMBERLAND FORESIDE, ME | ADVERTISING AGENCY | $198,838 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT MANAGED SERVICES | $160,285 |
2020 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | CORE DATA PROCESSOR | $404,790 |
| CONSTRUCTION ADMIN PROFESSIONALS | CUMBERLAND, ME | REMODELING MANAGEMENT | $262,207 |
| PORTLAND SAFE | GRAY, ME | ATM EQUIPMENT SALES AND SERVICE | $232,949 |
| ST CLARIE MEDIA GROUP | CUMBERLAND FORESIDE, ME | ADVERTISING AGENCY | $197,733 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT MANAGED SERVICES | $152,519 |
2019 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | CORE DATA PROCESSOR | $1,414,439 |
| COMMERCIALC CONSTRUCTION SERVICES | FALMOUTH, ME | BUILDING REMODELING | $227,959 |
| ST CLARIE MEDIA GROUP | CUMBERLAND FORESIDE, ME | ADVERTISING AGENCY | $179,038 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT MANAGED SERVICES | $168,644 |
| CONSTRUCTION ADMIN PROFESSIONALS | CUMBERLAND, ME | REMODELING MANAGEMENT | $112,426 |
2018 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | DATA/ATM PROCESSING | $1,326,919 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT MANAGED SERVICES | $178,690 |
| STRATEGIC INFO RESOURCES | HOLYOKE, MA | LOAN UNDREWRITING PARTNER | $174,627 |
| ST CLAIR MEDIA GROUP | CUMBERLAND FORESIDE, ME | ADVERTISING AGENCY | $162,885 |
| PEOPLES CHOICE CU | BIDDEFORD, ME | CREDIT CARD PROVIDER | $137,693 |
2017 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | DATA/ATM PROCESSING | $1,270,144 |
| ALLIED COOK | PORTLAND, ME | CONSTRUCTION - WINDHAM BRANCH | $1,095,594 |
| SYSTEMS ENGINEERING | PORTLAND, ME | COMPUTER EQUIP. & NETWORK ADMIN. | $258,374 |
| TLA INC | FALMOUTH, ME | CONSTRUCTION - WINDHAM BRANCH | $170,586 |
| PORTLAND SAFE | GRAY, ME | CURRIER SERVICES | $123,726 |
2016 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | DATA/ATM PROCESSING | $1,338,572 |
| ALLIED COOK | PORTLAND, ME | CONSTRUCTION - WINDHAM BRANCH | $855,060 |
| TLA INC | FALMOUTH, ME | CONSTRUCTION - WINDHAM BRANCH | $438,959 |
| SYSTEMS ENGINEERING | PORTLAND, ME | COMPUTER EQUIP. & NETWORK ADMIN. | $186,822 |
| IMAGINE BRANDS INC | PORTLAND, ME | MARKETING | $113,093 |
2015 · 3 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | DATA/ATM PROCESSING | $1,282,925 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT SUPPORT AND EQUIPMENT | $197,202 |
| IMAGINE BRANDS INC | PORTLAND, ME | MARKETING | $105,257 |
2014 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | DATA/ATM PROCESSING | $1,044,944 |
| SYSTEMS ENGINEERING | PORTLAND, ME | IT SUPPORT AND EQUIPMENT | $147,895 |
| IMAGINE BRANDS INC | PORTLAND, ME | MARKETING | $103,913 |
2013 · 2 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | DATA/ATM PROCESSING | $1,014,201 | |
| IMAGINE BRANDS INC | MARKETING | $103,837 |
2012 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | DATA/ATM PROCESSOR | $999,945 |
| SYSTEMS ENGINEERING INC | PORTLAND, ME | IT SUPPORT | $192,197 |
| IMAGINE BRANDS INC | PORTLAND, ME | MARKETING | $113,802 |
2011 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | DATA PROCESSOR | $978,589 |
| IMAGINE BRANDS INC | PORTLAND, ME | MARKETING | $105,701 |
| SYSTEMS ENGINEERING INC | PORTLAND, ME | IT SUPPORT | $103,449 |
2010 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| SYNERGENT | PORTLAND, ME | DATA PROCESSOR | $889,563 |
| HARVARD PILGRIM HEALTHCARE | BOSTON, MA | HEALTH INSURANCE | $457,056 |
| MASSMUTUAL FINANCIAL GROUP | CHICAGO, IL | LIFE INSURANCE | $122,139 |
| IMAGINE BRANDS INC | PORTLAND, ME | MARKETING | $108,942 |
| SYSTEMS ENGINEERING INC | PORTLAND, ME | IT SUPPORT | $101,475 |
Trademarks
1 US trademark, 1 live.
- Evergreen Credit Union 1 marks, ME EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| E | 97093670 | 2021-10-26 | Registered | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $33,224,947 | $30,169,750 | $569,177,748 | $42,046,817 | $0 | $26,361,487 | $1,509,124 | 140 | 12 |
| 2023 · Form 990 | ||||||||
| $28,417,310 | $24,172,387 | $538,657,901 | $38,991,620 | $0 | $22,134,453 | $1,300,072 | 134 | 8 |
| 2022 · Form 990 | ||||||||
| $21,853,203 | $18,528,989 | $495,681,435 | $34,749,736 | $0 | $16,298,081 | $1,223,124 | 112 | 8 |
| 2021 · Form 990 | ||||||||
| $18,374,213 | $16,697,278 | $464,620,792 | $31,425,522 | $0 | $14,001,252 | $1,138,931 | 106 | 9 |
| 2020 · Form 990 | ||||||||
| $16,514,366 | $15,499,397 | $401,835,756 | $29,748,587 | $0 | $13,030,216 | $1,288,577 | 117 | 9 |
| 2019 · Form 990 | ||||||||
| $16,124,008 | $13,894,311 | $315,745,025 | $28,733,618 | $0 | $12,614,892 | $880,150 | 98 | 12 |
| 2018 · Form 990 | ||||||||
| $14,236,278 | $11,839,030 | $292,386,903 | $26,503,921 | $0 | $10,749,941 | $788,958 | 92 | 9 |
| 2017 · Form 990 | ||||||||
| $11,687,004 | $10,072,667 | $269,528,838 | $24,106,674 | $0 | $8,553,428 | $720,694 | 83 | 9 |
| 2016 · Form 990 | ||||||||
| $10,605,505 | $8,894,324 | $258,096,322 | $22,492,337 | $0 | $7,808,159 | $441,855 | 82 | 9 |
| 2015 · Form 990 | ||||||||
| $10,019,877 | $8,734,943 | $239,344,391 | $20,781,156 | $0 | $7,289,610 | $563,081 | 79 | 9 |
| 2014 · Form 990 | ||||||||
| $9,842,376 | $8,967,336 | $227,662,070 | $19,496,222 | $0 | $7,309,661 | $544,796 | 77 | 9 |
| 2013 · Form 990 | ||||||||
| $10,244,571 | $9,242,258 | $220,406,548 | $18,621,182 | $0 | $7,707,928 | $477,007 | 66 | 9 |
| 2012 · Form 990 | ||||||||
| $10,388,307 | $9,782,681 | $214,654,282 | $17,618,869 | $0 | $7,968,253 | $477,007 | 62 | 11 |
| 2011 · Form 990 | ||||||||
| $11,006,760 | $10,046,298 | $207,020,000 | $17,013,243 | $0 | $8,828,137 | $465,901 | 71 | 10 |
| 2010 · Form 990 | ||||||||
| $11,489,139 | $10,561,723 | $208,837,986 | $16,052,781 | $0 | $9,744,221 | $294,045 | 63 | 13 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (33)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MY CREDIT UNION | MN | Not reported | $19,141,834 | $18,447,257 | PRESIDENT | $494,293 | Similar name, revenue within 2x |
| UNISON CREDIT UNION | WI | Not reported | $20,805,879 | $17,654,609 | CEO | $387,357 | Similar name, revenue within 2x |
| ECO CREDIT UNION | AL | Not reported | $9,301,400 | $8,546,783 | CEO | $556,775 | Similar name, revenue within 5x, similar mission |
| GREEN MOUNTAIN CREDIT UNION | VT | Not reported | $7,177,456 | $5,933,412 | CEOTREASURER | $236,840 | Similar name, revenue within 5x |
| CGR CREDIT UNION | GA | W61 | $8,796,324 | $6,791,881 | CEO/ALCO MEM | $258,922 | Similar name, revenue within 5x |
| ALDEN CREDIT UNION | MA | Not reported | $8,810,795 | $8,471,713 | PRESIDENT/CEO | $387,544 | Similar name, revenue within 5x |
| VERVE CREDIT UNION | WI | Not reported | $81,444,360 | $80,634,270 | PRESIDENT/CEO | $727,992 | Similar name, revenue within 5x |
| F3 CREDIT UNION | CA | Not reported | $11,865,118 | $10,726,092 | PRESIDENT & CEO | $462,439 | Similar name, revenue within 5x |
| CREDIT UNION 1 | AK | Not reported | $109,427,043 | $93,673,606 | PRESIDENT/CEO | $692,381 | Similar name, revenue within 5x |
| IQ CREDIT UNION | WA | Not reported | $128,694,198 | $107,438,006 | PRESIDENT/CEO | $955,096 | Similar name, revenue within 5x |
| CREDIT UNION 1 | IL | Not reported | $107,315,887 | $103,205,283 | CEO/PRESIDENT/DIRECTOR | $907,650 | Similar name, revenue within 5x |
| EXPREE CREDIT UNION | KY | Not reported | $8,378,220 | $7,576,180 | President / Chief Executive Officer | $485,617 | Similar name, revenue within 5x |
| ENERGY CREDIT UNION | MA | Not reported | $6,011,891 | $5,466,149 | PRESIDENT & | $322,646 | Similar name, revenue within 10x |
| CSD CREDIT UNION | MO | Not reported | $4,473,525 | $3,869,074 | PRESIDENT | $179,829 | Similar name, revenue within 10x |
| EVERWISE CREDIT UNION | IN | Not reported | $329,956,987 | $301,285,359 | President & CEO | $793,071 | Similar name, revenue within 10x |
| MY CREDIT UNION | TX | Not reported | $3,729,648 | $3,213,746 | CEO | $99,535 | Similar name, revenue within 10x |
| EVERGREEN CREDIT UNION | WI | Not reported | $3,287,528 | $2,387,281 | PRESIDENT/CEO | $99,957 | Similar name, revenue differs more than 10x |
| EVERETT CREDIT UNION | MA | Not reported | $1,447,818 | $1,340,656 | CHIEF EXECUTIVE OFFICER | $201,284 | Similar name, revenue differs more than 10x, similar mission |
| Unity Credit Union | MI | Not reported | $1,352,829 | $1,152,261 | Treasurer & CEO | $80,801 | Similar name, revenue differs more than 10x, similar mission |
| CS CREDIT UNION | NC | Not reported | $1,541,044 | $1,336,406 | MANAGING OFFICER | $139,834 | Similar name, revenue differs more than 10x, similar mission |
| GREENSBORO CREDIT UNION | NC | Not reported | $807,701 | $780,539 | CEO and BOARD TREASURER | $88,269 | Similar name, revenue differs more than 10x, similar mission |
| UNITE CREDIT UNION | IA | Not reported | $1,357,712 | $1,257,744 | CEO/MANAGER | $85,235 | Similar name, revenue differs more than 10x |
| UCB CREDIT UNION | UT | Not reported | $38,985 | $49,621 | CHAIRMAN | $0 | Similar name, revenue differs more than 10x |
| MG& E CREDIT UNION | WI | Not reported | $58,211 | $250,307 | PRESIDENT | $11,744 | Similar name, revenue differs more than 10x |
| ELLIS CREDIT UNION | KS | Not reported | $241,676 | $212,271 | Vice President | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 33 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| WASHINGTON UNIVERSITY | DAF sponsor | $15,000 | 1 | 1 | 2021–2021 | GreenState Credit Union |
| CAROLINAS CREDIT UNION FOUNDATION INC | DAF sponsor | $15,000 | 1 | 1 | 2021–2021 | GREENSBORO CREDIT UNION |
| THE@NUTTER FAMILY FOUNDATION | Private foundation | $500 | 1 | 1 | 2012–2012 | IQ CREDIT UNION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $30,169,750 spent · pay $12,417,494 · grants $0 · events $4,557
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,297,515 | - | - | - | 27.5% | |
| Other salaries and wages | $8,179,406 | - | - | - | 27.1% | |
| Fees: other services | $3,425,593 | - | - | - | 11.4% | |
| Other employee benefits | $1,600,109 | - | - | - | 5.3% | |
| Pay: officers, directors, trustees, key employees | $1,509,124 | - | - | - | 5.0% | |
| Occupancy | $1,396,583 | - | - | - | 4.6% | |
| Office expenses | $1,097,753 | - | - | - | 3.6% | |
| Advertising and promotion | $911,125 | - | - | - | 3.0% | |
| Depreciation and depletion | $804,396 | - | - | - | 2.7% | |
| Payroll taxes | $691,731 | - | - | - | 2.3% | |
| Other (as described) | LOAN SERVICING | $559,501 | - | - | - | 1.9% |
| Other (as described) | PROVISION FOR LOAN LOSS | $525,000 | - | - | - | 1.7% |
| Pension plan contributions | $437,124 | - | - | - | 1.4% | |
| Other (as described) | OTHER EXPENSES | $133,166 | - | - | - | 0.4% |
| Travel | $110,266 | - | - | - | 0.4% | |
| Insurance | $104,478 | - | - | - | 0.3% | |
| Fees: accounting | $102,000 | - | - | - | 0.3% | |
| All other expenses | $94,938 | - | - | - | 0.3% | |
| Interest | $87,337 | - | - | - | 0.3% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $72,966 | - | - | - | 0.2% |
| Fees: legal | $25,082 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $4,557 | - | - | - | 0.0% | |
| Total | $30,169,750 | 100% |
2023 · Form 990 · $24,172,387 spent · pay $11,145,780 · grants $0 · events $3,380
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $7,373,246 | - | - | - | 30.5% | |
| Benefits paid to members | $4,807,334 | - | - | - | 19.9% | |
| Fees: other services | $3,010,556 | - | - | - | 12.5% | |
| Other employee benefits | $1,301,141 | - | - | - | 5.4% | |
| Pay: officers, directors, trustees, key employees | $1,300,072 | - | - | - | 5.4% | |
| Occupancy | $1,184,587 | - | - | - | 4.9% | |
| Office expenses | $1,003,139 | - | - | - | 4.1% | |
| Advertising and promotion | $836,676 | - | - | - | 3.5% | |
| Depreciation and depletion | $652,740 | - | - | - | 2.7% | |
| Payroll taxes | $627,447 | - | - | - | 2.6% | |
| Pension plan contributions | $543,874 | - | - | - | 2.2% | |
| Other (as described) | LOAN SERVICING | $516,194 | - | - | - | 2.1% |
| Other (as described) | PROVISION FOR LOAN LOSS | $450,000 | - | - | - | 1.9% |
| All other expenses | $105,527 | - | - | - | 0.4% | |
| Insurance | $102,279 | - | - | - | 0.4% | |
| Other (as described) | OTHER EXPENSES | $79,290 | - | - | - | 0.3% |
| Travel | $76,851 | - | - | - | 0.3% | |
| Other (as described) | EDUCATION & TRAINING | $70,010 | - | - | - | 0.3% |
| Fees: accounting | $70,000 | - | - | - | 0.3% | |
| Fees: legal | $58,044 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $3,380 | - | - | - | 0.0% | |
| Total | $24,172,387 | 100% |
2022 · Form 990 · $18,528,989 spent · pay $9,898,448 · grants $0 · events $56
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $6,427,920 | - | - | - | 34.7% | |
| Fees: other services | $2,629,260 | - | - | - | 14.2% | |
| Benefits paid to members | $1,331,013 | - | - | - | 7.2% | |
| Pay: officers, directors, trustees, key employees | $1,223,124 | - | - | - | 6.6% | |
| Other employee benefits | $1,214,550 | - | - | - | 6.6% | |
| Occupancy | $1,104,216 | - | - | - | 6.0% | |
| Office expenses | $946,256 | - | - | - | 5.1% | |
| Advertising and promotion | $683,336 | - | - | - | 3.7% | |
| Depreciation and depletion | $644,336 | - | - | - | 3.5% | |
| Payroll taxes | $564,014 | - | - | - | 3.0% | |
| Other (as described) | LOAN SERVICING | $512,943 | - | - | - | 2.8% |
| Pension plan contributions | $468,840 | - | - | - | 2.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $315,000 | - | - | - | 1.7% |
| Insurance | $132,812 | - | - | - | 0.7% | |
| Fees: accounting | $80,000 | - | - | - | 0.4% | |
| Travel | $58,766 | - | - | - | 0.3% | |
| Other (as described) | OTHER EXPENSES | $54,967 | - | - | - | 0.3% |
| All other expenses | $50,942 | - | - | - | 0.3% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $44,067 | - | - | - | 0.2% |
| Fees: legal | $42,571 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $56 | - | - | - | 0.0% | |
| Total | $18,528,989 | 100% |
2021 · Form 990 · $16,697,278 spent · pay $8,993,457 · grants $0 · events $32,484
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $5,814,090 | - | - | - | 34.8% | |
| Fees: other services | $2,337,403 | - | - | - | 14.0% | |
| Office expenses | $1,276,520 | - | - | - | 7.6% | |
| Other employee benefits | $1,245,452 | - | - | - | 7.5% | |
| Pay: officers, directors, trustees, key employees | $1,138,931 | - | - | - | 6.8% | |
| Benefits paid to members | $1,121,949 | - | - | - | 6.7% | |
| Depreciation and depletion | $667,673 | - | - | - | 4.0% | |
| Advertising and promotion | $594,543 | - | - | - | 3.6% | |
| Occupancy | $552,308 | - | - | - | 3.3% | |
| Payroll taxes | $493,604 | - | - | - | 3.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $400,000 | - | - | - | 2.4% |
| Other (as described) | LOAN SERVICING | $379,684 | - | - | - | 2.3% |
| Pension plan contributions | $301,380 | - | - | - | 1.8% | |
| Insurance | $105,063 | - | - | - | 0.6% | |
| Other (as described) | OTHER EXPENSES | $93,104 | - | - | - | 0.6% |
| Other (as described) | EDUCATION & TRAINING | $52,598 | - | - | - | 0.3% |
| Fees: accounting | $33,600 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $32,484 | - | - | - | 0.2% | |
| All other expenses | $30,319 | - | - | - | 0.2% | |
| Fees: legal | $26,573 | - | - | - | 0.2% | |
| Total | $16,697,278 | 100% |
2020 · Form 990 · $15,499,397 spent · pay $7,932,002 · grants $0 · events $72,119
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $4,943,611 | - | - | - | 31.9% | |
| Fees: other services | $2,124,791 | - | - | - | 13.7% | |
| Benefits paid to members | $1,305,059 | - | - | - | 8.4% | |
| Pay: officers, directors, trustees, key employees | $1,288,577 | - | - | - | 8.3% | |
| Office expenses | $1,040,255 | - | - | - | 6.7% | |
| Other employee benefits | $995,813 | - | - | - | 6.4% | |
| Depreciation and depletion | $687,514 | - | - | - | 4.4% | |
| Advertising and promotion | $606,561 | - | - | - | 3.9% | |
| Occupancy | $527,498 | - | - | - | 3.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $504,000 | - | - | - | 3.3% |
| Payroll taxes | $451,188 | - | - | - | 2.9% | |
| Other (as described) | LOAN SERVICING | $357,657 | - | - | - | 2.3% |
| Pension plan contributions | $252,813 | - | - | - | 1.6% | |
| Insurance | $99,405 | - | - | - | 0.6% | |
| Other (as described) | OTHER EXPENSES | $79,494 | - | - | - | 0.5% |
| Conferences, conventions and meetings | $72,119 | - | - | - | 0.5% | |
| Fees: legal | $42,756 | - | - | - | 0.3% | |
| Other (as described) | EDUCATION & TRAINING | $33,789 | - | - | - | 0.2% |
| Fees: accounting | $33,000 | - | - | - | 0.2% | |
| All other expenses | $32,360 | - | - | - | 0.2% | |
| Interest | $21,137 | - | - | - | 0.1% | |
| Total | $15,499,397 | 100% |
2019 · Form 990 · $13,894,311 spent · pay $7,031,030 · grants $0 · events $115,887
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $4,647,027 | - | - | - | 33.4% | |
| Fees: other services | $1,960,017 | - | - | - | 14.1% | |
| Benefits paid to members | $1,051,488 | - | - | - | 7.6% | |
| Office expenses | $1,020,192 | - | - | - | 7.3% | |
| Pay: officers, directors, trustees, key employees | $880,150 | - | - | - | 6.3% | |
| Other employee benefits | $860,169 | - | - | - | 6.2% | |
| Advertising and promotion | $613,285 | - | - | - | 4.4% | |
| Depreciation and depletion | $562,760 | - | - | - | 4.1% | |
| Occupancy | $489,642 | - | - | - | 3.5% | |
| Payroll taxes | $397,204 | - | - | - | 2.9% | |
| Other (as described) | LOAN SERVICING | $373,587 | - | - | - | 2.7% |
| Pension plan contributions | $246,480 | - | - | - | 1.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $240,000 | - | - | - | 1.7% |
| Insurance | $136,279 | - | - | - | 1.0% | |
| Conferences, conventions and meetings | $115,887 | - | - | - | 0.8% | |
| Other (as described) | OTHER EXPENSES | $85,349 | - | - | - | 0.6% |
| Fees: accounting | $60,000 | - | - | - | 0.4% | |
| Other (as described) | EDUCATION & TRAINING | $47,479 | - | - | - | 0.3% |
| Interest | $42,232 | - | - | - | 0.3% | |
| Fees: legal | $37,534 | - | - | - | 0.3% | |
| All other expenses | $27,550 | - | - | - | 0.2% | |
| Total | $13,894,311 | 100% |
2018 · Form 990 · $11,839,030 spent · pay $5,976,295 · grants $0 · events $56,472
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,841,222 | - | - | - | 32.4% | |
| Fees: other services | $1,693,332 | - | - | - | 14.3% | |
| Office expenses | $966,681 | - | - | - | 8.2% | |
| Other employee benefits | $815,298 | - | - | - | 6.9% | |
| Pay: officers, directors, trustees, key employees | $788,958 | - | - | - | 6.7% | |
| Benefits paid to members | $691,902 | - | - | - | 5.8% | |
| Depreciation and depletion | $487,287 | - | - | - | 4.1% | |
| Advertising and promotion | $469,988 | - | - | - | 4.0% | |
| Occupancy | $441,221 | - | - | - | 3.7% | |
| Other (as described) | LOAN SERVICE EXPENSE | $397,275 | - | - | - | 3.4% |
| Payroll taxes | $327,302 | - | - | - | 2.8% | |
| Pension plan contributions | $203,515 | - | - | - | 1.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $195,000 | - | - | - | 1.6% |
| Other (as described) | MISC OPERATING EXPENSE | $157,237 | - | - | - | 1.3% |
| Insurance | $111,797 | - | - | - | 0.9% | |
| Fees: accounting | $72,000 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $56,472 | - | - | - | 0.5% | |
| Other (as described) | EDUCATIONAL | $42,795 | - | - | - | 0.4% |
| Fees: legal | $32,913 | - | - | - | 0.3% | |
| All other expenses | $26,118 | - | - | - | 0.2% | |
| Interest | $20,717 | - | - | - | 0.2% | |
| Total | $11,839,030 | 100% |
2017 · Form 990 · $10,072,667 spent · pay $4,704,652 · grants $0 · events $41,742
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,961,350 | - | - | - | 29.4% | |
| Fees: other services | $1,609,121 | - | - | - | 16.0% | |
| Office expenses | $905,198 | - | - | - | 9.0% | |
| Pay: officers, directors, trustees, key employees | $720,694 | - | - | - | 7.2% | |
| Benefits paid to members | $698,840 | - | - | - | 6.9% | |
| Other employee benefits | $622,358 | - | - | - | 6.2% | |
| Occupancy | $483,593 | - | - | - | 4.8% | |
| Depreciation and depletion | $365,517 | - | - | - | 3.6% | |
| Advertising and promotion | $346,640 | - | - | - | 3.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $270,000 | - | - | - | 2.7% |
| Other (as described) | LOAN SERVICE EXPENSE | $268,038 | - | - | - | 2.7% |
| Payroll taxes | $258,988 | - | - | - | 2.6% | |
| Pension plan contributions | $141,262 | - | - | - | 1.4% | |
| Other (as described) | MISC OPERATING EXPENSE | $127,202 | - | - | - | 1.3% |
| Fees: accounting | $93,000 | - | - | - | 0.9% | |
| Insurance | $84,890 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $41,742 | - | - | - | 0.4% | |
| Other (as described) | EDUCATIONAL | $33,164 | - | - | - | 0.3% |
| All other expenses | $21,771 | - | - | - | 0.2% | |
| Fees: legal | $19,299 | - | - | - | 0.2% | |
| Total | $10,072,667 | 100% |
2016 · Form 990 · $8,894,324 spent · pay $3,655,183 · grants $0 · events $31,452
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,292,906 | - | - | - | 25.8% | |
| Fees: other services | $1,707,027 | - | - | - | 19.2% | |
| Office expenses | $813,911 | - | - | - | 9.2% | |
| Benefits paid to members | $707,173 | - | - | - | 8.0% | |
| Other employee benefits | $590,533 | - | - | - | 6.6% | |
| Occupancy | $463,432 | - | - | - | 5.2% | |
| Pay: officers, directors, trustees, key employees | $441,855 | - | - | - | 5.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $435,000 | - | - | - | 4.9% |
| Advertising and promotion | $262,319 | - | - | - | 2.9% | |
| Other (as described) | LOAN SERVICE EXPENSE | $258,559 | - | - | - | 2.9% |
| Depreciation and depletion | $255,600 | - | - | - | 2.9% | |
| Payroll taxes | $200,362 | - | - | - | 2.3% | |
| Pension plan contributions | $129,527 | - | - | - | 1.5% | |
| Insurance | $90,801 | - | - | - | 1.0% | |
| Fees: accounting | $90,000 | - | - | - | 1.0% | |
| Other (as described) | MISC OPERATING EXPENSE | $82,445 | - | - | - | 0.9% |
| Conferences, conventions and meetings | $31,452 | - | - | - | 0.4% | |
| Other (as described) | SUPERVISION & EXAMINATI | $15,351 | - | - | - | 0.2% |
| All other expenses | $15,131 | - | - | - | 0.2% | |
| Fees: legal | $10,940 | - | - | - | 0.1% | |
| Total | $8,894,324 | 100% |
2015 · Form 990 · $8,734,943 spent · pay $3,439,829 · grants $0 · events $16,977
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,068,967 | - | - | - | 23.7% | |
| Fees: other services | $1,615,771 | - | - | - | 18.5% | |
| Office expenses | $775,402 | - | - | - | 8.9% | |
| Benefits paid to members | $774,487 | - | - | - | 8.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $600,000 | - | - | - | 6.9% |
| Pay: officers, directors, trustees, key employees | $563,081 | - | - | - | 6.4% | |
| Other employee benefits | $468,540 | - | - | - | 5.4% | |
| Occupancy | $426,088 | - | - | - | 4.9% | |
| Other (as described) | LOAN SERVICE EXPENSE | $283,557 | - | - | - | 3.2% |
| Depreciation and depletion | $256,330 | - | - | - | 2.9% | |
| Advertising and promotion | $248,154 | - | - | - | 2.8% | |
| Payroll taxes | $192,133 | - | - | - | 2.2% | |
| Pension plan contributions | $147,108 | - | - | - | 1.7% | |
| Insurance | $86,796 | - | - | - | 1.0% | |
| Fees: accounting | $84,000 | - | - | - | 1.0% | |
| Other (as described) | MISC OPERATING EXPENSE | $79,021 | - | - | - | 0.9% |
| Other (as described) | SUPERVISION & EXAMINATI | $19,505 | - | - | - | 0.2% |
| All other expenses | $18,653 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $16,977 | - | - | - | 0.2% | |
| Fees: legal | $10,373 | - | - | - | 0.1% | |
| Total | $8,734,943 | 100% |
2014 · Form 990 · $8,967,336 spent · pay $3,291,176 · grants $0 · events $19,229
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,007,985 | - | - | - | 22.4% | |
| Fees: other services | $1,518,741 | - | - | - | 16.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $990,000 | - | - | - | 11.0% |
| Benefits paid to members | $924,070 | - | - | - | 10.3% | |
| Office expenses | $708,623 | - | - | - | 7.9% | |
| Pay: officers, directors, trustees, key employees | $544,796 | - | - | - | 6.1% | |
| Other employee benefits | $445,888 | - | - | - | 5.0% | |
| Occupancy | $436,218 | - | - | - | 4.9% | |
| Depreciation and depletion | $306,578 | - | - | - | 3.4% | |
| Other (as described) | LOAN SERVICE EXPENSE | $289,634 | - | - | - | 3.2% |
| Advertising and promotion | $196,572 | - | - | - | 2.2% | |
| Payroll taxes | $189,826 | - | - | - | 2.1% | |
| Pension plan contributions | $102,681 | - | - | - | 1.1% | |
| Other (as described) | MISC OPERATING EXPENSE | $84,539 | - | - | - | 0.9% |
| Insurance | $77,863 | - | - | - | 0.9% | |
| Fees: accounting | $72,000 | - | - | - | 0.8% | |
| Fees: legal | $23,103 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $19,229 | - | - | - | 0.2% | |
| Other (as described) | EDUCATIONAL | $15,387 | - | - | - | 0.2% |
| All other expenses | $13,603 | - | - | - | 0.2% | |
| Total | $8,967,336 | 100% |
2013 · Form 990 · $9,242,258 spent · pay $3,267,520 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,029,145 | $2,029,145 | - | - | 22.0% | |
| Fees: other services | $1,481,392 | $1,481,392 | - | - | 16.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,140,000 | $1,140,000 | - | - | 12.3% |
| Benefits paid to members | $1,075,592 | $1,075,592 | - | - | 11.6% | |
| Office expenses | $619,444 | $619,444 | - | - | 6.7% | |
| Pay: officers, directors, trustees, key employees | $477,007 | $477,007 | - | - | 5.2% | |
| Other employee benefits | $460,682 | $460,682 | - | - | 5.0% | |
| Occupancy | $417,121 | $417,121 | - | - | 4.5% | |
| Depreciation and depletion | $307,962 | $307,962 | - | - | 3.3% | |
| Other (as described) | LOAN SERVICE EXPENSE | $288,674 | $288,674 | - | - | 3.1% |
| Payroll taxes | $189,864 | $189,864 | - | - | 2.1% | |
| Advertising and promotion | $173,427 | $173,427 | - | - | 1.9% | |
| Other (as described) | STABILIZATION EXPENSE | $161,475 | $161,475 | - | - | 1.7% |
| Pension plan contributions | $110,822 | $110,822 | - | - | 1.2% | |
| Other (as described) | MISC OPERATING EXPENSE | $103,478 | $103,478 | - | - | 1.1% |
| Insurance | $72,994 | $72,994 | - | - | 0.8% | |
| Fees: accounting | $66,000 | $66,000 | - | - | 0.7% | |
| All other expenses | $27,147 | $27,147 | - | - | 0.3% | |
| Fees: legal | $20,350 | $20,350 | - | - | 0.2% | |
| Travel | $19,682 | $19,682 | - | - | 0.2% | |
| Total | $9,242,258 | 100% |
2012 · Form 990 · $9,782,681 spent · pay $3,140,462 · grants $0 · events $29,220
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,972,357 | $1,972,357 | - | - | 20.2% | |
| Other (as described) | Provision for loan losses | $1,650,000 | $1,650,000 | - | - | 16.9% |
| Benefits paid to members | $1,407,534 | $1,407,534 | - | - | 14.4% | |
| Fees: other services | $1,282,273 | $1,282,273 | - | - | 13.1% | |
| Office expenses | $678,502 | $678,502 | - | - | 6.9% | |
| Pay: officers, directors, trustees, key employees | $477,007 | $477,007 | - | - | 4.9% | |
| Occupancy | $410,781 | $410,781 | - | - | 4.2% | |
| Other employee benefits | $402,768 | $402,768 | - | - | 4.1% | |
| Depreciation and depletion | $346,555 | $346,555 | - | - | 3.5% | |
| Advertising and promotion | $220,940 | $220,940 | - | - | 2.3% | |
| Other (as described) | LOAN SERVICE EXPENSE | $210,223 | $210,223 | - | - | 2.1% |
| Other (as described) | STABILIZATION EXPENSE | $186,173 | $186,173 | - | - | 1.9% |
| Payroll taxes | $181,770 | $181,770 | - | - | 1.9% | |
| Other (as described) | MISC OPERATING EXPENSE | $111,805 | $111,805 | - | - | 1.1% |
| Pension plan contributions | $106,560 | $106,560 | - | - | 1.1% | |
| Insurance | $72,627 | $72,627 | - | - | 0.7% | |
| Conferences, conventions and meetings | $29,220 | $29,220 | - | - | 0.3% | |
| All other expenses | $29,143 | $29,143 | - | - | 0.3% | |
| Fees: legal | $6,443 | $6,443 | - | - | 0.1% | |
| Total | $9,782,681 | 100% |
2011 · Form 990 · $10,046,298 spent · pay $3,040,780 · grants $0 · events $22,042
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $1,979,427 | $1,979,427 | - | - | 19.7% | |
| Other salaries and wages | $1,902,464 | $1,902,464 | - | - | 18.9% | |
| Other (as described) | Provision for loan losses | $1,225,000 | $1,225,000 | - | - | 12.2% |
| Fees: other services | $1,203,177 | $1,203,177 | - | - | 12.0% | |
| Office expenses | $689,459 | $689,459 | - | - | 6.9% | |
| Other (as described) | MISC OPERATING EXPENSE | $607,294 | $607,294 | - | - | 6.0% |
| Pay: officers, directors, trustees, key employees | $465,901 | $465,901 | - | - | 4.6% | |
| Occupancy | $405,434 | $405,434 | - | - | 4.0% | |
| Other employee benefits | $395,659 | $395,659 | - | - | 3.9% | |
| Depreciation and depletion | $344,143 | $344,143 | - | - | 3.4% | |
| Other (as described) | LOAN SERVICE EXPENSE | $213,185 | $213,185 | - | - | 2.1% |
| Advertising and promotion | $191,870 | $191,870 | - | - | 1.9% | |
| Payroll taxes | $178,997 | $178,997 | - | - | 1.8% | |
| Pension plan contributions | $97,759 | $97,759 | - | - | 1.0% | |
| Insurance | $75,095 | $75,095 | - | - | 0.7% | |
| Conferences, conventions and meetings | $22,042 | $22,042 | - | - | 0.2% | |
| Fees: legal | $19,649 | $19,649 | - | - | 0.2% | |
| Other (as described) | SUPERVISION & EXAMINATION FEES | $17,713 | $17,713 | - | - | 0.2% |
| Other (as described) | Educational | $12,030 | $12,030 | - | - | 0.1% |
| Total | $10,046,298 | 100% |
2010 · Form 990 · $10,561,723 spent · pay $2,847,630 · grants $0 · events $20,060
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,696,681 | $2,696,681 | - | - | 25.5% | |
| Other salaries and wages | $1,953,139 | $1,953,139 | - | - | 18.5% | |
| Other (as described) | Provision for loan losses | $1,275,000 | $1,275,000 | - | - | 12.1% |
| Other (as described) | profesional and outside servic | $1,148,424 | $1,148,424 | - | - | 10.9% |
| Office expenses | $709,402 | $709,402 | - | - | 6.7% | |
| Other employee benefits | $600,446 | $600,446 | - | - | 5.7% | |
| Occupancy | $388,314 | $388,314 | - | - | 3.7% | |
| Depreciation and depletion | $378,559 | $378,559 | - | - | 3.6% | |
| Other (as described) | MISC OPERATING EXPENSE | $333,383 | $333,383 | - | - | 3.2% |
| Pay: officers, directors, trustees, key employees | $294,045 | $294,045 | - | - | 2.8% | |
| Other (as described) | LOAN SERVICE EXPENSE | $286,275 | $286,275 | - | - | 2.7% |
| Other (as described) | NCUSIF STABALIZATION EXPENSE | $255,821 | $255,821 | - | - | 2.4% |
| Advertising and promotion | $179,418 | $179,418 | - | - | 1.7% | |
| All other expenses | $42,756 | $42,756 | - | - | 0.4% | |
| Conferences, conventions and meetings | $20,060 | $20,060 | - | - | 0.2% | |
| Total | $10,561,723 | 100% |
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