METRO CREDIT UNION

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Cite this

Plain text METRO CREDIT UNION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/metro-credit-union-041695745. Retrieved 2026-11-03.

APA furp.org. (n.d.). METRO CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 3, 2026, from https://furp.org/org/metro-credit-union-041695745

MLA “METRO CREDIT UNION.” furp.org, tax years 2010–2024, https://furp.org/org/metro-credit-union-041695745. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $173.4M · expenses $166.1M · assets $3.44B

EIN
04-1695745
Address
200 REVERE BEACH PKWY, CHELSEA, MA 02150-1608
Website
WWW.METROCU.ORG
NTEE code
-
Exempt type
501(c)(14): credit union (corporation)
Ruling date
August 1948 (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

METRO CREDIT UNION PROVIDES LOAN AND DEPOSIT PRODUCTS TO MEMBERS THAT ASSIST THEM IN MEETING THEIR FINANCIAL NEEDS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

58 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Robert M Cashman PRESIDENT/CEO/DIRECTOR2010-2024 $1,648,320$17,181,680 1
Charlene Bauer SVP MEMBER EXPERIENCE2010-2024 $293,562$3,344,545 2
Traci Michel SVP/COO & CSO2017-2024 $504,907$2,979,271 1
Lucas Ross AVP MORTGAGE OPERATIONS2017-2024 $244,626$1,760,599 1
Kevin Malone SVP SENIOR COMMERICIAL LENDER2021-2024 $391,256$1,477,266 1
Maria A Justiniano SVP LENDING2020-2024 $347,335$1,419,632 1
James Herndon SVP HUMAN RESOURCES2010-2024 $260,789$1,339,564 1
Eric Gilliland VP COMMERCIAL RELATIONSHIP MANAGER2022-2024 $314,782$967,370 1
Kim Monahan CREDIT RISK & PORTFOLIO MANAGEMENT2023-2024 $266,864$531,279 1
Shauna Glazebrook VP MORTGAGE OPERATIONS2023-2024 $221,549$439,476 1
Jason Truong VP COMMERCIAL RELATIONSHIP MANAGER2023-2024 $206,213$406,886 1
Lawrence Standford SVP/CFO2024 $311,993$311,993 1
Amylynn Moody CHIEF PEOPLE OFFICER2024 $308,416$308,416 1
Monica Santos SVP/CHIEF MARKETING (AS OF 6/2024)2024 $195,974$195,974 2
Bion Foster DIRECTOR2011-2024 $0$109,679 1
Thomas Nadeau (former) CHIEF OPERATING OFFICER (DECEASED)2010-2019 $1,517,343$5,092,296 1
Erik Porter (former) CFO (ENDED 6/2023)2016-2023 $255,619$2,367,074 1
Gregory Spencer (former) SVP STRATEGIC INITIATIVES2011-2021 $224,389$2,125,152 1
Michael Mcgovern (former) SVP TECHNOLOGY INFRASTRUCT2013-2021 $152,086$1,973,743 1
Paul F Swart (former) SVP REGINAL ADMINISTRATION2011-2020 $226,080$1,966,311 1
Marvin L Cashman (former) DIRECTOR2010-2020 $0$1,963,096 1
Eileen Danahey (former) SVP/CFO2010-2015 $353,164$1,755,857 1
Joseph Gannon (former) MORTGAGE LOAN ORIGINATOR2019-2021 $761,495$1,676,723 1
Jay Dunham (former) SVP CORP RE & SPECIAL PROJECTS2011-2018 $237,533$1,672,475 1
Marie O'Neill (former) SVP ENGAGEMENT, EXPERIENCE2018-2023 $289,199$1,564,145 2
Thomas Wahl (former) SVP TECHNOLOGY2010-2016 $224,773$1,511,195 1
Dawn Dawson (former) VP MORTGAGE ORIGINATIONS & OPERATION2014-2019 $289,911$1,364,658 1
Arthur McCue (former) Sr Mortgage Originator2014-2016 $798,540$1,268,742 1
Jeffrey Accaputo (former) MORTGAGE CLIENT SERVICES S2016-2022 $395,465$1,207,245 1
Thomas Shewalter (former) MORTGAGE LOAN ORIGINATOR2019-2021 $335,998$1,048,579 1
Thomas Donohue (former) VP COMMERICAL SERVICES MAN2012-2019 $228,951$919,033 1
Mary Helming (former) VP COMMERCIAL RELATIONSHIP MANAGER2012-2017 $233,705$904,606 1
Elizabeth Mulvey (former) SVP HUMAN RESOURCES2015-2018 $209,789$736,410 1
Keith Pequeno (former) SVP CMO (term ended 6/30/2016)2013-2016 $199,644$733,880 1
Alex Mcmaster (former) LOAN ORIGINATOR2020-2022 $226,786$605,998 1
Barbara Conti (former) SVP - HUMAN RESOURCES2010-2013 $137,465$552,149 1
John Cataldo (former) SVP CHIEF RISK OFFICER2011-2013 $178,396$515,343 1
Wahl Thomas (former) SVP SOLUTIONS MGMT MGR2017-2018 $226,304$449,793 1
Donohue Thomas (former) VP COMMERICAL SERVICES MAN2017-2018 $222,477$430,321 1
Kevin Gannon (former) MORTGAGE LOAN ORIGINATOR2022 $395,109$395,109 1
Michel Traci (former) VP Proj Mgmt & Pro Imp2014-2016 $155,107$376,684 1
William Sinibaldi (former) VP BUSINESS DEVELOPMENT2012-2013 $185,402$372,256 1
Dolores Barry (former) Senior VP - Risk Management2010-2011 $141,702$321,100 1
Vidalia Divito (former) VP MORTGAGE MANAGER2011-2013 $157,617$309,218 1
David Varno (former) MORTGAGE SPECIALIST2021 $284,957$284,957 1
Michael Jordan (former) VP Branch Administrator2015-2016 $138,538$275,005 1
Tedi TiJan (former) Mortgage Originator2016 $269,446$269,446 1
Amy Moody (former) CHIEF PEOPLE OFFICER2023 $247,777$247,777 1
Jay Dunham Retired In 2019 (former) SVP CORP RE & SPECIAL PROJ2019 $245,207$245,207 1
Patricia Pollard (former) Former Senior VP/Marketing2010 $241,559$241,559 1
Tedi TiJian (former) Mortgage Originator2015 $223,885$223,885 1
Frank Deborah (former) VP MORTGAGE BUSINESS DEVELOPMENT2018 $212,791$212,791 1
Deborah Frank (former) MORTGAGE ORIGINATOR2023 $193,077$193,077 1
DOLORES BARRY term ended 22912 (former) Senior VP - Risk Management2012 $175,243$175,243 1
Robert Mcdonald (former) AVP FINANCE & OPERATIONS2013 $162,926$162,926 2
Phillip Bakker (former) VP INFORMATION SECURITY MGR2013 $162,664$162,664 1
Barry Aldorisio (former) VP Mortgage Sales2014 $151,837$151,837 1
Erin Stewart (former) SVP/DIR OF HUMAN RESOURCES2013 $70,996$70,996 1

Officers and directors, no compensation reported

14 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
David Holzman DIRECTOR2014-2024 2 $0 reported 1
Arnold S Baer DIRECTOR/ASSISTANT CLERK2010-2024 2 $0 reported 1
Joseph Zang DIRECTOR (ENDED 8/2024)2010-2024 2 $0 reported 1
Donna Lee DIRECTOR2012-2024 2 $0 reported 2
John Imbergamo DIRECTOR/VICE CHAIRMAN2011-2024 2 $0 reported 1
Peter Harris DIRECTOR/TREASURER2010-2024 2 $0 reported 1
Paul M Gulko DIRECTOR/CLERK2010-2024 2 $0 reported 1
Mark Smoller DIRECTOR/CHAIRMAN2010-2024 2 $0 reported 1
Adam Frank DIRECTOR2021-2024 2 $0 reported 1
Marta Rosa DIRECTOR2023-2024 2 $0 reported 1
Arthur Cohan (former) DIRECTOR (DECEASED)2010-2022 2 $0 reported 1
David Holtzman (former) DIRECTOR2010-2019 2 $0 reported 1
A Richard Silva (former) Director2010-2016 0 $0 reported 1
Irving Goldberg (former) Director - deceased in 20122010-2012 8 $0 reported 1

People by year

2024 · 25 people listed · 14 paid, $5.5M · 400 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN PRESIDENT/CEO/DIRECTOR40 $1,585,056$0$63,264 $1,648,3201
TRACI MICHEL SVP/COO & CSO40 $466,859$0$38,048 $504,9071
KEVIN MALONE SVP SENIOR COMMERICIAL LENDER40 $358,492$0$32,764 $391,2561
MARIA A JUSTINIANO SVP LENDING40 $310,479$0$36,856 $347,3351
ERIC GILLILAND VP COMMERCIAL RELATIONSHIP MANAGER40 $284,191$0$30,591 $314,7821
LAWRENCE STANDFORD SVP/CFO40 $302,457$0$9,536 $311,9931
AMYLYNN MOODY CHIEF PEOPLE OFFICER40 $295,199$0$13,217 $308,4161
CHARLENE BAUER SVP MEMBER EXPERIENCE40 $265,569$0$27,993 $293,5622
KIM MONAHAN CREDIT RISK & PORTFOLIO MANAGEMENT40 $233,812$0$33,052 $266,8641
JAMES HERNDON SVP HUMAN RESOURCES40 $230,792$0$29,997 $260,7891
LUCAS ROSS AVP MORTGAGE OPERATIONS40 $212,712$0$31,914 $244,6261
SHAUNA GLAZEBROOK VP MORTGAGE OPERATIONS40 $210,407$0$11,142 $221,5491
JASON TRUONG VP COMMERCIAL RELATIONSHIP MANAGER40 $196,482$0$9,731 $206,2131
MONICA SANTOS SVP/CHIEF MARKETING (AS OF 6/2024)40 $190,089$0$5,885 $195,9742
DAVID HOLZMAN DIRECTOR2 $0$0$0 $01
ARNOLD S BAER DIRECTOR/ASSISTANT CLERK2 $0$0$0 $01
BION FOSTER DIRECTOR2 $0$0$0 $01
JOSEPH ZANG DIRECTOR (ENDED 8/2024)2 $0$0$0 $01
DONNA LEE DIRECTOR2 $0$0$0 $02
JOHN IMBERGAMO DIRECTOR/VICE CHAIRMAN2 $0$0$0 $01
PETER HARRIS DIRECTOR/TREASURER2 $0$0$0 $01
PAUL M GULKO DIRECTOR/CLERK2 $0$0$0 $01
MARK SMOLLER DIRECTOR/CHAIRMAN2 $0$0$0 $01
ADAM FRANK DIRECTOR2 $0$0$0 $01
MARTA ROSA DIRECTOR2 $0$0$0 $01
2023 · 25 people listed · 14 paid, $4.9M · 401 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN PRESIDENT/CEO/DIRECTOR40 $1,173,494$0$50,464 $1,223,9581
TRACI MICHEL SVP/COO & CSO40 $415,712$0$35,890 $451,6021
KEVIN MALONE SVP SENIOR COMMERICIAL LENDER40 $332,790$0$30,869 $363,6591
ERIC GILLILAND VP COMMERCIAL RELATIONSHIP MANAGER40 $304,082$0$34,523 $338,6051
MARIA A JUSTINIANO SVP LENDING40 $286,140$0$34,213 $320,3531
MARIE O'NEILL SVP ENGAGEMENT, EXPERIENCE40 $262,613$0$26,586 $289,1992
CHARLENE BAUER SVP OUTREACH, ADVOCACY & CDO40 $241,575$0$26,156 $267,7312
KIM MONAHAN CREDIT RISK & PORTFOLIO MANAGEMENT40 $232,875$0$31,540 $264,4151
ERIK PORTER CFO (ENDED 6/2023)40 $239,868$0$15,751 $255,6191
AMY MOODY CHIEF PEOPLE OFFICER40 $242,677$0$5,100 $247,7771
JAMES HERNDON SVP HUMAN RESOURCES40 $200,300$0$29,786 $230,0861
SHAUNA GLAZEBROOK VP MORTGAGE OPERATIONS40 $206,964$0$10,963 $217,9271
JASON TRUONG VP COMMERCIAL RELATIONSHIP MANAGER40 $191,179$0$9,494 $200,6731
DEBORAH FRANK MORTGAGE ORIGINATOR40 $183,681$0$9,396 $193,0771
DAVID HOLZMAN DIRECTOR2 $0$0$0 $01
ARNOLD S BAER DIRECTOR/ASSISTANT CLERK2 $0$0$0 $01
BION FOSTER DIRECTOR2 $0$0$0 $01
JOSEPH ZANG DIRECTOR2 $0$0$0 $01
DONNA LEE DIRECTOR2 $0$0$0 $02
JOHN IMBERGAMO DIRECTOR/VICE CHAIRMAN2 $0$0$0 $01
PETER HARRIS DIRECTOR/TREASURER2 $0$0$0 $01
PAUL M GULKO DIRECTOR/CLERK2 $0$0$0 $01
MARK SMOLLER DIRECTOR/CHAIRMAN2 $0$0$0 $01
ADAM FRANK DIRECTOR2 $0$0$0 $01
MARTA ROSA DIRECTOR2 $0$0$0 $01
2022 · 23 people listed · 12 paid, $5.1M · 403 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN PRESIDENT/CEO/DIRECTOR40 $1,275,383$0$46,826 $1,322,2091
TRACI MICHEL CHIEF OPERATING OFFICER40 $581,365$0$33,296 $614,6611
ERIK PORTER CHIEF FINANCIAL OFFICER40 $401,894$0$21,984 $423,8781
KEVIN MALONE SVP SENIOR COMMERICIAL LEN40 $373,814$0$27,326 $401,1401
JEFFREY ACCAPUTO MORTGAGE CLIENT SERVICES S40 $374,683$0$20,782 $395,4651
KEVIN GANNON MORTGAGE LOAN ORIGINATOR40 $360,772$0$34,337 $395,1091
ERIC GILLILAND VP COMMERCIAL RELATIONSHIP MANAGER40 $281,697$0$32,286 $313,9831
MARIA A JUSTINIANO SVP LENDING40 $257,973$0$31,411 $289,3841
MARIE O'NEILL SVP ENGAGEMENT, EXPERIENCE40 $251,684$0$23,513 $275,1972
CHARLENE BAUER SVP OUTREACH, ADVOCACY & C40 $231,296$0$22,826 $254,1222
JAMES HERNDON SVP HUMAN RESOURCES40 $203,086$0$28,573 $231,6591
ALEX MCMASTER LOAN ORIGINATOR40 $212,091$0$14,695 $226,7861
DAVID HOLZMAN DIRECTOR2 $0$0$0 $01
ARNOLD S BAER DIRECTOR/ASSISTANT CLERK2 $0$0$0 $01
BION FOSTER DIRECTOR2 $0$0$0 $01
JOSEPH ZANG DIRECTOR2 $0$0$0 $01
ARTHUR COHAN DIRECTOR (DECEASED)2 $0$0$0 $01
DONNA LEE DIRECTOR2 $0$0$0 $02
JOHN IMBERGAMO DIRECTOR/VICE CHAIRMAN2 $0$0$0 $01
PETER HARRIS DIRECTOR/TREASURER2 $0$0$0 $01
PAUL M GULKO DIRECTOR/CLERK2 $0$0$0 $01
MARK SMOLLER DIRECTOR/CHAIRMAN2 $0$0$0 $01
ADAM FRANK DIRECTOR2 $0$0$0 $01
2021 · 25 people listed · 14 paid, $5.3M · 430 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN PRESIDENT/CEO/DIRECTOR40 $1,226,325$0$51,907 $1,278,2321
JOSEPH GANNON MORTGAGE LOAN ORIGINATOR40 $738,615$0$22,880 $761,4951
ERIK PORTER CHIEF FINANCIAL OFFICER40 $342,389$0$18,650 $361,0391
TRACI MICHEL CHIEF OPERATING OFFICER40 $309,733$0$28,157 $337,8901
THOMAS SHEWALTER MORTGAGE LOAN ORIGINATOR40 $321,981$0$14,017 $335,9981
KEVIN MALONE SVP SENIOR COMMERICIAL LENDER40 $297,211$0$24,000 $321,2111
JEFFREY ACCAPUTO MORTGAGE CLIENT SERVICES S40 $283,510$0$16,401 $299,9111
DAVID VARNO MORTGAGE SPECIALIST40 $266,158$0$18,799 $284,9571
MARIE O'NEILL SVP ENGAGEMENT, EXPERIENCE40 $228,990$0$21,646 $250,6362
CHARLENE BAUER SVP OUTREACH, ADVOCACY & CDO40 $226,208$0$16,651 $242,8592
MARIA A JUSTINIANO SVP LENDING40 $208,093$0$21,044 $229,1371
GREGORY SPENCER SVP STRATEGIC INITIATIVES40 $202,934$0$21,455 $224,3891
JAMES HERNDON SVP HUMAN RESOURCES40 $186,860$0$18,097 $204,9571
MICHAEL MCGOVERN SVP TECHNOLOGY INFRASTRUCT40 $150,196$0$1,890 $152,0861
ADAM FRANK DIRECTOR2 $0$0$0 $01
ARNOLD S BAER DIRECTOR2 $0$0$0 $01
ARTHUR COHAN DIRECTOR/CLERK2 $0$0$0 $01
BION FOSTER DIRECTOR2 $0$0$0 $01
DAVID HOLZMAN DIRECTOR2 $0$0$0 $01
DONNA LEE DIRECTOR2 $0$0$0 $02
JOHN IMBERGAMO DIRECTOR/VICE CHAIRMAN2 $0$0$0 $01
JOSEPH ZANG DIRECTOR2 $0$0$0 $01
MARK SMOLLER DIRECTOR/CHAIRMAN2 $0$0$0 $01
PAUL M GULKO DIRECTOR2 $0$0$0 $01
PETER HARRIS DIRECTOR/TREASURER2 $0$0$0 $01
2020 · 26 people listed · 15 paid, $6.0M · 403 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN PRESIDENT & CEO40 $1,169,338$0$26,899 $1,196,2371
JOSEPH GANNON MORTGAGE LOAN ORIGINATOR40 $594,573$0$22,965 $617,5381
LUCAS ROSS MORTGAGE SPECIALIST MANAGE40 $520,709$0$17,112 $537,8211
THOMAS SHEWALTER MORTGAGE LOAN ORIGINATOR40 $451,996$0$12,519 $464,5151
ALEX MCMASTER MORTGAGE SPECIALIST40 $364,333$0$14,879 $379,2121
ERIK PORTER SVP, CFO40 $358,961$0$18,741 $377,7021
TRACI MICHEL SVP OPERATIONS40 $338,826$0$27,756 $366,5821
JEFFREY ACCAPUTO MORTGAGE CLIENT SERVICES SPECIALIST40 $287,501$0$17,063 $304,5641
MICHAEL MCGOVERN SVP TECHNOLOGY INFRASTRUCT40 $254,167$0$15,515 $269,6821
MARIE O'NEILL SVP ENGAGEMENT, EXPERIENCE40 $246,697$0$21,074 $267,7712
CHARLENE BAUER SVP OUTREACH, ADVOCACY & C40 $230,940$0$21,356 $252,2962
GREGORY SPENCER SVP STRATEGIC INITIATIVES40 $225,719$0$21,849 $247,5681
MARIA A JUSTINIANO SVP LENDING40 $213,146$0$20,277 $233,4231
PAUL F SWART SVP REGINAL ADMINISTRATION40 $210,015$0$16,065 $226,0801
JAMES HERNDON SVP HUMAN RESOURCES40 $200,087$0$19,083 $219,1701
ARNOLD S BAER DIRECTOR2 $0$0$0 $01
MARVIN L CASHMAN DIRECTOR2 $0$0$0 $01
ARTHUR COHAN DIRECTOR/CLERK2 $0$0$0 $01
DAVID HOLZMAN DIRECTOR2 $0$0$0 $01
JOHN IMBERGAMO DIRECTOR/VICE CHAIRMAN2 $0$0$0 $01
DONNA LEE DIRECTOR2 $0$0$0 $02
JOSEPH ZANG DIRECTOR2 $0$0$0 $01
MARK SMOLLER DIRECTOR/CHAIRMAN OF THE BOARD2 $0$0$0 $01
PAUL M GULKO DIRECTOR2 $0$0$0 $01
PETER HARRIS DIRECTOR/TREASURER2 $0$0$0 $01
BION FOSTER DIRECTOR2 $0$0$0 $01
2019 · 27 people listed · 16 paid, $7.8M · 420 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN PRESIDENT & CEO40 $2,545,327$0$31,778 $2,577,1051
THOMAS NADEAU CHIEF OPERATING OFFICER (DECEASED)40 $1,501,692$0$15,651 $1,517,3431
LUCAS ROSS MORTGAGE SPECIALIST MANAGE40 $316,167$0$20,798 $336,9651
ERIK PORTER SVP, CFO40 $302,001$0$21,741 $323,7421
JOSEPH GANNON MORTGAGE LOAN ORIGINATOR40 $273,315$0$24,375 $297,6901
DAWN DAWSON VP MORTGAGE ORIGINATIONS & OPERATION40 $262,106$0$27,805 $289,9111
TRACI MICHEL SVP OPERATIONS40 $258,285$0$30,887 $289,1721
PAUL F SWART SVP REGINAL ADMINISTRATION40 $198,388$0$64,875 $263,2631
MICHAEL MCGOVERN SVP TECHNOLOGY INFRASTRUCT40 $238,164$0$19,556 $257,7201
THOMAS SHEWALTER MORTGAGE LOAN ORIGINATOR40 $242,982$0$5,084 $248,0661
JAY DUNHAM RETIRED IN 2019 SVP CORP RE & SPECIAL PROJ40 $217,149$0$28,058 $245,2071
MARIE O'NEILL SVP ENGAGEMENT, EXPERIENCE40 $213,078$0$26,944 $240,0222
CHARLENE BAUER SVP OUTREACH, ADVOCACY & C40 $208,414$0$27,658 $236,0722
THOMAS DONOHUE VP COMMERICAL SERVICES MAN40 $211,669$0$17,282 $228,9511
GREGORY SPENCER SVP STRATEGIC INITIATIVES40 $195,311$0$25,842 $221,1531
JAMES HERNDON SVP HUMAN RESOURCES40 $172,981$0$19,922 $192,9031
ARNOLD S BAER DIRECTOR2 $0$0$0 $01
MARVIN L CASHMAN DIRECTOR2 $0$0$0 $01
ARTHUR COHAN DIRECTOR/CLERK2 $0$0$0 $01
DAVID HOLTZMAN DIRECTOR2 $0$0$0 $01
JOHN IMBERGAMO DIRECTOR/VICE CHAIRMAN2 $0$0$0 $01
DONNA LEE DIRECTOR2 $0$0$0 $02
JOSEPH ZANG DIRECTOR2 $0$0$0 $01
MARK SMOLLER DIRECTOR/CHAIRMAN OF THE B2 $0$0$0 $01
PAUL M GULKO DIRECTOR2 $0$0$0 $01
PETER HARRIS DIRECTOR/TREASURER2 $0$0$0 $01
BION FOSTER DIRECTOR2 $0$0$0 $01
2018 · 27 people listed · 16 paid, $5.0M · 370 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN PRESIDENT & CEO40 $980,312$0$81,264 $1,061,5761
THOMAS NADEAU CHIEF OPERATING OFFICER40 $450,860$0$49,545 $500,4051
LUCAS ROSS MORTGAGE SPECIALIST MANAGER40 $374,520$0$19,817 $394,3371
DAWN DAWSON VP MORTGAGE ORIGINATIONS & OPERATIONS40 $249,734$0$27,308 $277,0421
ERIK PORTER SVP, CFO40 $252,051$0$20,054 $272,1051
MICHAEL MCGOVERN SVP TECHNOLOGY INFRASTRUCTURE40 $229,809$0$18,976 $248,7851
MARIE O'NEILL SVP ENGAGEMENT, EXPERIENCE & MARKETING40 $221,876$0$19,444 $241,3202
JAY DUNHAM SVP CORP RE & SPECIAL PROJECTS40 $210,294$0$27,239 $237,5331
CHARLENE BAUER SVP OUTREACH, ADVOCACY & CDO40 $200,291$0$28,968 $229,2592
TRACI MICHEL SVP OPERATIONS40 $200,407$0$27,118 $227,5251
WAHL THOMAS SVP SOLUTIONS MGMT MGR40 $196,606$0$29,698 $226,3041
DONOHUE THOMAS VP COMMERICAL SERVICES MAN40 $205,674$0$16,803 $222,4771
FRANK DEBORAH VP MORTGAGE BUSINESS DEVELOPMENT40 $187,378$0$25,413 $212,7911
ELIZABETH MULVEY SVP HUMAN RESOURCES40 $184,558$0$25,231 $209,7891
GREGORY SPENCER SVP STRATEGIC INITIATIVES40 $183,751$0$25,399 $209,1501
PAUL SWART SVP RETAIL SERVICES40 $191,560$0$16,944 $208,5041
ARNOLD BAER DIRECTOR2 $0$0$0 $01
MARVIN L CASHMAN DIRECTOR2 $0$0$0 $01
ARTHUR COHAN DIRECTOR/CLERK2 $0$0$0 $01
DAVID HOLTZMAN DIRECTOR2 $0$0$0 $01
JAMES HERNDON DIRECTOR2 $0$0$0 $01
JOHN IMBERGAMO DIRECTOR/VICE CHAIRMAN2 $0$0$0 $01
DONNA LEE DIRECTOR2 $0$0$0 $02
JOSEPH ZANG DIRECTOR2 $0$0$0 $01
MARK SMOLLER DIRECTOR/CHAIRMAN OF THE BOARD2 $0$0$0 $01
PAUL GULKO DIRECTOR2 $0$0$0 $01
PETER HARRIS DIRECTOR/TREASURER2 $0$0$0 $01
2017 · 26 people listed · 16 paid, $4.5M · 363 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN PRESIDENT & CEO40 $873,433$0$79,747 $953,1801
THOMAS NADEAU CHIEF OPERATING OFFICER40 $434,956$0$47,676 $482,6321
MARVIN L CASHMAN EVP/DIRECTOR40 $217,158$0$37,292 $254,4501
LUCAS ROSS MORTGAGE CLIENT SERVICES SPECIALIST40 $229,616$0$17,234 $246,8501
MICHAEL MCGOVERN SVP CHIEF TECHNOLOGY OFFICER40 $222,445$0$18,174 $240,6191
ERIK PORTER SVP, CFO40 $221,606$0$15,797 $237,4031
MARY HELMING VP COMMERCIAL RELATIONSHIP MANAGER40 $207,688$0$26,017 $233,7051
JAY DUNHAM SVP SPECIAL PROJECTS & FACILITIES40 $203,320$0$25,873 $229,1931
WAHL THOMAS SVP SOLUTIONS MANAGEMENT MANAGER40 $194,837$0$28,652 $223,4891
DAWN DAWSON VP MORTGAGE OPER & 2ND MKT40 $197,404$0$25,417 $222,8211
CHARLENE BAUER SVP CHIEF MARKETING OFFICER40 $192,346$0$26,024 $218,3702
DONOHUE THOMAS VP COMMERICAL SERVICES MANAGER40 $191,938$0$15,906 $207,8441
PAUL SWART SVP RETAIL SERVICES40 $185,344$0$16,206 $201,5501
GREGORY SPENCER SVP BUSINESS INTELLIGENCE40 $172,197$0$24,525 $196,7221
ELIZABETH MULVEY SVP HUMAN RESOURCES40 $169,266$0$24,296 $193,5621
TRACI MICHEL SVP OPERATIONS40 $162,714$0$24,218 $186,9321
PETER HARRIS DIRECTOR/TREASURER2 $0$0$0 $01
DONNA LEE DIRECTOR2 $0$0$0 $02
JOHN IMBERGAMO VICE CHAIRMAN2 $0$0$0 $01
JAMES HERNDON DIRECTOR2 $0$0$0 $01
DAVID HOLTZMAN DIRECTOR2 $0$0$0 $01
ARTHUR COHAN DIRECTOR/CLERK2 $0$0$0 $01
ARNOLD BAER DIRECTOR2 $0$0$0 $01
PAUL GULKO DIRECTOR2 $0$0$0 $01
MARK SMOLLER CHAIRMAN OF THE BOARD2 $0$0$0 $01
JOSEPH ZANG DIRECTOR2 $0$0$0 $01
2016 · 30 people listed · 18 paid, $5.5M · 362 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN President & CEO40 $845,761$0$352,194 $1,197,9551
Arthur McCue Sr Mortgage Originator40 $772,846$0$25,694 $798,5401
THOMAS NADEAU CHIEF OPERATING OFFICER40 $417,178$0$47,180 $464,3581
Tedi TiJan Mortgage Originator40 $243,123$0$26,323 $269,4461
MARVIN L CASHMAN EVP, Director40 $215,424$0$37,168 $252,5921
Michael McGovern SVP CHIEF TECHNOLOGY OFFICER40 $215,959$0$17,773 $233,7321
THOMAS WAHL SVP TECHNOLOGY40 $196,695$0$28,078 $224,7731
Jay Dunham SVP Special Projects40 $196,070$0$25,242 $221,3121
Dawn Dawson VP Mortgage Oper & 2nd mkt mgr40 $191,436$0$24,855 $216,2911
CHARLENE BAUER SVP BUS DEVELOPMENT/COM REL40 $185,057$0$26,096 $211,1532
Jeffrey Accaputo mortage client svcs specialist40 $188,762$0$18,543 $207,3051
KEITH PEQUENO SVP CMO (term ended 6/30/2016)40 $186,424$0$13,220 $199,6441
Paul Swart SVP retail services40 $180,370$0$15,837 $196,2071
Gregory Spencer SVP Business Intelligence40 $165,239$0$23,853 $189,0921
Elizabeth Mulvey SVP Human Resource40 $165,216$0$23,219 $188,4351
Michel Traci VP Proj Mgmt & Pro Imp40 $133,156$0$21,951 $155,1071
Michael Jordan VP Branch Administrator40 $117,343$0$21,195 $138,5381
Erik Porter SVP, CFO40 $110,426$0$5,160 $115,5861
A RICHARD SILVA Director0 $0$0$0 $01
ARNOLD S BAER Director0 $0$0$0 $01
ARTHUR COHAN Director/clerk0 $0$0$0 $01
DAVID HOLZMAN Director0 $0$0$0 $01
JAMES HERNDON Director0 $0$0$0 $01
JOSEPH ZANG Director0 $0$0$0 $01
MARK SMOLLER Chairman of the Board0 $0$0$0 $01
PAUL GULKO Director0 $0$0$0 $01
PETER HARRIS Treasurer0 $0$0$0 $01
JOHN IMBERGAMO Vice Chairman0 $0$0$0 $01
Donna A Lee Director0 $0$0$0 $02
ROBERT M CASHMAN Director0 $0$0$0 $01
2015 · 31 people listed · 19 paid, $4.8M · 366 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN President & CEO40 $803,065$0$72,347 $875,4121
THOMAS NADEAU CHIEF OPERATING OFFICER40 $395,127$0$46,810 $441,9371
EILEEN DANAHEY SVP/CFO40 $309,551$0$43,613 $353,1641
MARVIN L CASHMAN EVP, Director2 $215,199$0$37,035 $252,2341
Arthur McCue Sr Mortgage Originator40 $205,755$0$23,624 $229,3791
Michael McGovern SVP CHIEF TECHNOLOGY OFFICER40 $209,139$0$17,260 $226,3991
Tedi TiJian Mortgage Originator40 $201,524$0$22,361 $223,8851
THOMAS WAHL SVP TECHNOLOGY40 $195,763$0$27,485 $223,2481
Jay Dunham SVP Special Projects40 $192,515$0$24,601 $217,1161
KEITH PEQUENO SVP CHIEF MARKETING OFFICER40 $186,582$0$24,475 $211,0571
CHARLENE BAUER SVP BUS DEVELOPMENT/COM REL40 $175,049$0$25,176 $200,2252
Dawn Dawson VP Mortgage Oper & 2nd mkt mgr40 $173,291$0$23,754 $197,0451
Paul Swart SVP retail services40 $177,199$0$15,553 $192,7521
Thomas Donohue VP Commercial Service Mgr40 $172,037$0$15,008 $187,0451
Gregory Spencer SVP Business Intelligence40 $159,400$0$23,120 $182,5201
Mary Helming VP Commercial Relationship mgr40 $149,106$0$22,116 $171,2221
Elizabeth Mulvey SVP Human Resource40 $129,553$0$15,071 $144,6241
Michael Jordan VP Branch Administrator40 $115,818$0$20,649 $136,4671
Michel Traci VP Proj Mgmt & Pro Imp40 $121,900$0$13,830 $135,7301
A RICHARD SILVA Director2 $0$0$0 $01
ARNOLD S BAER Director2 $0$0$0 $01
ARTHUR COHAN Director/clerk2 $0$0$0 $01
DAVID HOLZMAN Director2 $0$0$0 $01
JAMES HERNDON Director2 $0$0$0 $01
JOSEPH ZANG Director2 $0$0$0 $01
MARK SMOLLER Chairman of the Board2 $0$0$0 $01
PAUL GULKO Director2 $0$0$0 $01
PETER HARRIS Treasurer2 $0$0$0 $01
JOHN IMBERGAMO Vice Chairman2 $0$0$0 $01
Donna A Lee Director2 $0$0$0 $02
ROBERT M CASHMAN Director2 $0$0$0 $01
2014 · 28 people listed · 17 paid, $4.2M · 369 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN President & CEO40 $756,285$0$35,264 $791,5491
THOMAS NADEAU CHIEF OPERATING OFFICER40 $380,558$0$45,464 $426,0221
EILEEN DANAHEY SVP/CFO40 $332,148$0$45,406 $377,5541
Arthur McCue Sr Mortgage Originator40 $216,947$0$23,876 $240,8231
MARVIN L CASHMAN EVP, Director40 $203,540$0$33,686 $237,2261
THOMAS WAHL SVP TECHNOLOGY40 $196,516$0$24,324 $220,8401
Michael McGovern SVP CHIEF TECHNOLOGY OFFICER40 $202,953$0$14,824 $217,7771
Jay Dunham SVP Special Projects40 $179,663$0$23,412 $203,0751
KEITH PEQUENO SVP CHIEF MARKETING OFFICER40 $179,650$0$22,146 $201,7961
CHARLENE BAUER SVP BUS DEVELOPMENT/COM REL40 $168,653$0$22,726 $191,3792
Paul Swart SVP retail services40 $172,743$0$14,911 $187,6541
Thomas Donohue VP Commercial Service Mgr40 $163,334$0$14,386 $177,7201
Gregory Spencer SVP Business Intelligence40 $151,545$0$22,068 $173,6131
Mary Helming VP Commercial Relationship mgr40 $150,756$0$21,790 $172,5461
Dawn Dawson VP Mortgage Oper & 2nd mkt mgr40 $140,039$0$21,509 $161,5481
Barry Aldorisio VP Mortgage Sales40 $137,113$0$14,724 $151,8371
Michel Traci VP Proj Mgmt & Pro Imp40 $76,369$0$9,478 $85,8471
A RICHARD SILVA Director2 $0$0$0 $01
ARNOLD S BAER Director2 $0$0$0 $01
ARTHUR COHAN Director/clerk2 $0$0$0 $01
DAVID HOLZMAN Director2 $0$0$0 $01
JAMES HERNDON Director2 $0$0$0 $01
JOSEPH ZANG Director2 $0$0$0 $01
MARK SMOLLER Chairman of the Board2 $0$0$0 $01
PAUL GULKO Director2 $0$0$0 $01
PETER HARRIS Treasurer2 $0$0$0 $01
JOHN IMBERGAMO Vice Chairman2 $0$0$0 $01
Donna A Lee Director2 $0$0$0 $02
2013 · 31 people listed · 20 paid, $4.5M · 380 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN President/CEO40 $742,732$0$182,679 $925,4111
THOMAS NADEAU CHIEF OPERATING OFFICER40 $368,587$0$44,171 $412,7581
EILEEN DANAHEY SVP - CFO40 $293,197$0$44,171 $337,3681
MARVIN L CASHMAN EVP/Chairman/Treasurer40 $212,406$0$33,940 $246,3461
THOMAS WAHL SVP TECHNOLOGY40 $184,289$0$23,297 $207,5861
Jay Dunham VP project management40 $171,957$0$22,624 $194,5811
CHARLENE BAUER SVP BUS DEVELOPMENT/COM REL40 $167,199$0$22,008 $189,2072
WILLIAM SINIBALDI VP BUSINESS DEVELOPMENT40 $147,363$0$38,039 $185,4021
JOHN CATALDO SVP CHIEF RISK OFFICER40 $159,903$0$18,493 $178,3961
Mary Helming VP Commercial Relationship mgr40 $154,042$0$21,590 $175,6321
Paul Swart SVP retail services40 $160,698$0$14,083 $174,7811
Thomas Donohue VP Commercial Service Mgr40 $157,594$0$13,886 $171,4801
Gregory Spencer VP MARKETING/BUS INTELLIGENCE40 $147,956$0$21,484 $169,4401
ROBERT MCDONALD AVP FINANCE & OPERATIONS40 $143,654$0$19,272 $162,9262
Phillip Bakker VP INFORMATION SECURITY MGR40 $153,986$0$8,678 $162,6641
VIDALIA DIVITO VP MORTGAGE MANAGER40 $137,705$0$19,912 $157,6171
BARBARA CONTI SVP - HUMAN RESOURCES40 $117,684$0$19,781 $137,4651
Michael McGovern SVP CHIEF TECHNOLOGY OFFICER40 $121,094$0$5,849 $126,9431
KEITH PEQUENO SVP CHIEF MARKETING OFFICER40 $110,027$0$11,356 $121,3831
ERIN STEWART SVP/DIR OF HUMAN RESOURCES40 $69,152$0$1,844 $70,9961
A RICHARD SILVA Director2 $0$0$0 $01
ARNOLD BAER Director2 $0$0$0 $01
ARTHUR COHAN Director/Secretary2 $0$0$0 $01
DAVID HOLTZMAN Director2 $0$0$0 $01
JAMES HERNDON Director2 $0$0$0 $01
JOSEPH ZANG Director2 $0$0$0 $01
MARK SMOLLER Director2 $0$0$0 $01
PAUL GULKO Director2 $0$0$0 $01
PETER HARRIS Director2 $0$0$0 $01
JOHN IMBERGAMO DIRECTOR2 $0$0$0 $01
Donna A Lee Director2 $0$0$0 $02
2012 · 27 people listed · 15 paid, $3.6M · 344 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN President/CEO40 $699,959$0$113,366 $813,3251
THOMAS NADEAU SR VP - Lending, RETAIL & HR40 $302,600$0$36,899 $339,4991
EILEEN DANAHEY Senior VP Finance & Operations40 $242,600$0$42,498 $285,0981
MARVIN L CASHMAN EVP/Chairman/Treasurer40 $212,670$0$30,569 $243,2391
THOMAS WAHL Senior VP - Inform Technology40 $187,856$0$22,608 $210,4641
John Cataldo Senior VP - chief risk officer40 $185,700$0$21,204 $206,9041
Jay Dunham VP PROJECT MANAGEMENT40 $181,225$0$22,301 $203,5261
CHARLENE BAUER SR VP-BUS DEVELOPMENT/COM REL40 $171,364$0$21,231 $192,5952
William Sinibaldi VP Business Development40 $149,850$0$37,004 $186,8541
DOLORES BARRY term ended 22912 Senior VP - Risk Management40 $168,776$0$6,467 $175,2431
Paul Swart senior VP, retail services40 $155,788$0$13,542 $169,3301
Gregory Spencer vp Marketing/bus intelligence40 $142,600$0$20,304 $162,9041
Thomas Donohue VP Commercial Service Mgr40 $143,323$0$10,514 $153,8371
Mary Helming VP Commercial Relationship mgr40 $133,625$0$17,876 $151,5011
BARBARA CONTI Senior VP - HUMAN RESOURCES40 $118,866$0$18,978 $137,8441
A RICHARD SILVA Director2 $0$0$0 $01
ARNOLD BAER Director2 $0$0$0 $01
ARTHUR COHAN Director/Secretary2 $0$0$0 $01
DAVID HOLTZMAN Director2 $0$0$0 $01
JAMES HERNDON Director2 $0$0$0 $01
JOSEPH ZANG Director2 $0$0$0 $01
MARK SMOLLER Director2 $0$0$0 $01
PAUL GULKO Director2 $0$0$0 $01
PETER HARRIS Director2 $0$0$0 $01
JOHN IMBERGAMO DIRECTOR2 $0$0$0 $01
Donna A Lee Director2 $0$0$0 $02
Irving Goldberg Director - deceased in 20128 $0$0$0 $01
2011 · 25 people listed · 14 paid, $3.0M · 303 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN President/CEO40 $532,257$0$185,808 $718,0651
THOMAS NADEAU SR VP - Lending, RETAIL & HR40 $266,250$0$29,855 $296,1051
EILEEN DANAHEY Senior VP/CFO40 $209,500$0$37,362 $246,8621
MARVIN L CASHMAN EVP/Chairman/Treasurer40 $200,670$0$27,741 $228,4111
THOMAS WAHL Senior VP - Inform Technology40 $188,006$0$21,571 $209,5771
CHARLENE BAUER SR VP-BUS DEVELOPMENT/COM REL40 $161,633$0$20,219 $181,8522
Jay Dunham VP PROJECT MANAGEMENT40 $146,758$0$19,381 $166,1391
Vidalia Divito VP Mortgages40 $133,750$0$17,851 $151,6011
Gregory Spencer vp Marketing/bus intelligence40 $130,150$0$18,451 $148,6011
Paul Swart senior VP, retail services40 $134,322$0$11,868 $146,1901
BARBARA CONTI Senior VP - HUMAN RESOURCES40 $123,773$0$18,162 $141,9351
DOLORES BARRY Senior VP - Risk Management40 $75,680$0$66,022 $141,7021
john cataldo Senior VP - chief risk officer40 $119,519$0$10,524 $130,0431
bion foster vp collections/recovery40 $103,750$0$5,929 $109,6791
A RICHARD SILVA Director2 $0$0$0 $01
ARNOLD BAER Director2 $0$0$0 $01
ARTHUR COHAN Director/Secretary2 $0$0$0 $01
DAVID HOLTZMAN Director2 $0$0$0 $01
IRVING GOLDBERG Director8 $0$0$0 $01
JAMES HERNDON Director2 $0$0$0 $01
JOSEPH ZANG Director2 $0$0$0 $01
MARK SMOLLER Director2 $0$0$0 $01
PAUL GULKO Director2 $0$0$0 $01
PETER HARRIS Director2 $0$0$0 $01
JOHN IMBERGAMO DIRECTOR2 $0$0$0 $01
2010 · 19 people listed · 9 paid, $2.2M · 279 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT M CASHMAN President/CEO40 $552,026$0$47,120 $599,1461
MARVIN L CASHMAN EVP/Chairman/Treasurer40 $220,620$0$27,978 $248,5981
PATRICIA POLLARD Former Senior VP/Marketing40 $233,883$0$7,676 $241,5591
THOMAS WAHL Senior VP/Inform Technology40 $193,546$0$21,161 $214,7071
THOMAS NADEAU Senior VP/Lending40 $206,250$0$4,987 $211,2371
CHARLENE BAUER Senior VP/Strategic Initiative40 $164,196$0$19,667 $183,8632
DOLORES BARRY Senior VP/Risk Management40 $166,162$0$13,236 $179,3981
EILEEN DANAHEY Senior VP/CFO40 $144,269$0$11,542 $155,8111
BARBARA CONTI Senior VP/HR40 $127,578$0$7,327 $134,9051
A RICHARD SILVA Director2 $0$0$0 $01
ARNOLD BAER Director2 $0$0$0 $01
ARTHUR COHAN Director/Secretary2 $0$0$0 $01
DAVID HOLTZMAN Director2 $0$0$0 $01
IRVING GOLDBERG Director8 $0$0$0 $01
JAMES HERNDON Director2 $0$0$0 $01
JOSEPH ZANG Director2 $0$0$0 $01
MARK SMOLLER Director2 $0$0$0 $01
PAUL GULKO Director2 $0$0$0 $01
PETER HARRIS Director2 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $18.1M
NameLocationServicePaid
COCCSOUTHINGTON, CTDATA PROCESSING SERVICES$7,557,063
CULA LLCSAN DIEGO, CALEASED AUTO LOAN SERVICING$5,186,344
FISERVBROOKFIELD, WIDATA PROCESSING SERVICES$2,815,780
VISA ACHLOS ANGELES, CADEBIT/ATM PROCESSING$1,536,716
LEE & MASON FINANCIAL SERVICES INCNORTHVILLE, NYFINANCIAL RISK MANAGEMENT SERVICES$977,663
2023 · 5 contractors · $17.7M
NameLocationServicePaid
COCCSOUTHINGTON, CTDATA PROCESSING SERVICES$7,451,582
CULA LLCSAN DIEGO, CALEASED AUTO LOAN SERVICING$5,574,308
FISERVBROOKFIELD, WIDATA PROCESSING SERVICES$2,660,310
VISA ACHLOS ANGELES, CADEBIT/ATM PROCESSING$1,311,476
LEE & MASON FINANCIAL SERVICES INCNORTHVILLE, NYFINANCIAL RISK MANAGEMENT SERVICES$721,047
2022 · 5 contractors · $16.9M
NameLocationServicePaid
COCCSOUTHINGTON, CTDATA PROCESSING SERVICES$7,238,855
CULA LLCSAN DIEGO, CALEASED AUTO LOAN SERVICING$4,582,723
FISERVBROOKFIELD, WIDATA PROCESSING SERVICES$2,296,800
MECHANICA LLCNEWBURYPORT, MAMARKETING SERVICES$1,485,343
VISA ACHLOS ANGELES, CADEBIT/ATM PROCESSING$1,291,000
2021 · 5 contractors · $14.0M
NameLocationServicePaid
COCCSOUTHINGTON, CTDATA PROCESSING SERVICES$7,889,280
CULA LLCSAN DIEGO, CALEASED AUTO LOAN SERVICING$1,944,707
FISERVBROOKFIELD, WIDATA PROCESSING SERVICES$1,623,640
MECHANICA LLCNEWBURYPORT, MAMARKETING SERVICES$1,341,285
VISA ACHLOS ANGELES, CADEBIT/ATM PROCESSING$1,235,585
2020 · 5 contractors · $11.0M
NameLocationServicePaid
FISERVBROOKFIELD, WIDATA PROCESSING SERVICES$3,295,542
COCCSOUTHINGTON, CTDATA PROCESSING SERVICES$2,899,910
MECHANICA LLCNEWBURYPORT, MAMARKETING SERVICES$1,674,146
INFOIMAGEMENLO PARK, CASTATEMENT PRINTING$1,658,330
VISA ACHLOS ANGELES, CADEBIT/ATM PROCESSING$1,464,226
2019 · 5 contractors · $8.2M
NameLocationServicePaid
FISERVBROOKFIELD, WIIT SERVICES$2,637,344
VISA ACHLOS ANGELES, CADEBIT/ATM PROCESSING$2,356,474
VERIZONNEW YORK, NYCOMMUNICATION SERVICES$1,102,642
INFOIMAGEMENLO PARK, CASTATEMENT PRINTING$1,090,903
PSCUST PETERSBURG, FLCREDIT CARD SERVICES$1,014,959
2018 · 5 contractors · $7.3M
NameLocationServicePaid
FISERVBROOKFIELD, WIIT SERVICES$2,317,788
VISA ACHLOS ANGELES, CADEBIT/ATM PROCESSING$1,757,978
PSCUST PETERSBURG, FLCREDIT CARD SERVICES$1,111,518
INFOIMAGEMENLO PARK, CASTATEMENT PRINTING$1,079,588
VERIZONNEW YORK, NYCOMMUNICATION SERVICES$1,068,445
2017 · 5 contractors · $5.9M
NameLocationServicePaid
FISERVBROOKFIELD, WIIT SERVICES$1,750,371
PSCUST PETERSBURG, FLCREDIT CARD SERVICES$1,336,042
VISA ACHLOS ANGELES, CADEBIT/ATM PROCESSING$1,111,355
INFOIMAGEMENLO PARK, CASTATEMENT PRINTING$1,016,315
VERIZONNEW YORK, NYCOMMUNICATION SERVICES$732,921
2016 · 5 contractors · $5.3M
NameLocationServicePaid
FiservBROOKFIELD, WIIT services$1,778,438
PSCUST PETERSBURG, FLCredit card services$1,053,320
VISA ACHLOS ANGELES, CAdebit/atm processing$988,332
Financial Services IncGLEN ROCK, NJStatement Printing$785,690
Focus Technology SolutionsSEABROOK, NHInformation security$681,503
2015 · 5 contractors · $8.1M
NameLocationServicePaid
NESGroupMANSFIELD, MAConstruction Service$3,169,554
FiservBROOKFIELD, WIIT services$1,874,170
Financial Services IncGLEN ROCK, NJStatement Printing$1,112,184
Public Service Credit UnionDENVER, COCredit card services$1,047,734
VISA ACHLOS ANGELES, CAdebit/atm processing$860,936
2014 · 5 contractors · $8.9M
NameLocationServicePaid
NESGroupMANSFIELD, MAConstruction Service$3,477,867
National Credit Union AdministratioALEXANDRIA, VAdeposit insurance$1,781,978
Digital ACHLOS ANGELES, CAhome/mobile banking$1,372,618
Public Service Credit UnionDENVER, COCredit card services$1,161,670
Financial Services IncGLEN ROCK, NJStatement Printing$1,125,561
2013 · 5 contractors · $7.6M
NameLocationServicePaid
NESGroupdesign/project mgmt$2,252,291
BLUE CHOICEMEDICAL INS.$2,128,475
intuitfianncial services$1,134,120
Public Service Credit UnionPmt processing svcs$1,104,462
Financial Services IncStatement Printing$1,001,754
2012 · 5 contractors · $5.0M
NameLocationServicePaid
BLUE CHOICEBOSTON, MAMEDICAL INS.$1,831,786
Public Service Credit UnionDENVER, COPmt processing svcs$1,027,502
VerizonBOSTON, MAphone/internet svcs$755,496
Financial Services IncGLEN ROCK, NJStatement Printing$705,472
Fiserv SolutionsCAMBRIDGE, MAInfo technology$684,531
2011 · 5 contractors · $6.4M
NameLocationServicePaid
SUFFOLK CONSTRUCTIONBOSTON, MACONSTRUCTION SVCS$2,217,389
NES Group IncMANSFIELD, MAconstruction$1,502,327
BLUE CHOICEBOSTON, MAMEDICAL INS.$1,392,515
DIEBOLDNORTH CANTON, OHATM SERVICES$777,320
Daymark Solutions IncBURLINGTON, MAInfo technology$461,002
2010 · 5 contractors · $4.4M
NameLocationServicePaid
SUFFOLK CONSTRUCTIONBOSTON, MACONSTRUCTION SVCS$2,164,904
BLUE CHOICEBOSTON, MAMEDICAL INS.$1,181,466
FISERV SOLUTIONSSOMERVILLE, MADATA PROCESSING$416,413
DIEBOLDNORTH CANTON, OHATM SERVICES$319,906
BOSTON GLOBEBOSTON, MAADVERTISING$273,155

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 10 grants to organizations · $217K

Listed grants add up to $217,219; the return's “grants paid” expense line says $322,106. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 10 grants to organizations · $252K

Listed grants add up to $251,918; the return's “grants paid” expense line says $358,347. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 7 grants to organizations · $87K

Listed grants add up to $87,105; the return's “grants paid” expense line says $200,181. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 3 grants to organizations · $75K

Listed grants add up to $75,000; the return's “grants paid” expense line says $134,546. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 7 grants to organizations · $58K

Listed grants add up to $57,500; the return's “grants paid” expense line says $113,224. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 8 grants to organizations · $112K

Listed grants add up to $112,500; the return's “grants paid” expense line says $180,853. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$173,359,884$166,107,473 $3,440,032,348$275,838,096 $0$156,368,323 $4,004,99240010
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$149,461,871$134,522,388 $3,414,191,630$256,432,480 $0$136,025,065 $3,395,16840111
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$114,336,853$83,937,696 $3,156,507,565$238,666,657 $0$104,066,283 $3,202,68240311
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$92,937,477$78,093,785 $2,510,941,078$219,185,338 $0$82,800,045 $3,081,72743012
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$101,297,996$85,388,608 $2,385,374,276$204,806,307 $0$82,528,366 $5,667,00840311
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$89,211,246$75,756,292 $2,092,358,761$188,216,671 $0$79,721,971 $7,357,02942011
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$79,251,770$64,685,998 $1,877,534,257$171,902,491 $0$72,213,130 $3,305,76637013
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$71,469,349$56,395,350 $1,682,401,982$157,945,226 $0$64,297,484 $3,054,78536311
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$64,430,195$56,107,971 $1,633,755,224$143,364,276 $0$57,344,966 $3,219,99836211
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$58,839,454$53,946,122 $1,492,356,111$135,094,952 $0$51,512,104 $3,385,86036611
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$56,815,520$52,378,292 $1,364,539,522$129,296,795 $0$52,197,923 $3,000,62336911
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$58,316,336$53,135,453 $1,279,777,202$124,354,449 $0$50,378,674 $3,180,86738011
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$57,522,772$47,121,551 $1,126,560,711$118,230,841 $0$46,234,518 $2,740,06034411
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$48,170,789$40,721,827 $957,971,443$103,824,402 $0$42,074,468 $1,880,87230311
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$44,776,615$40,392,983 $784,948,389$91,654,337 $0$39,022,572 $1,762,6732799

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

3 grantors reported grants to this organization, $65,760 in all, tax years 2012 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
UNITED WAY OF MASSACHUSETTS BAY INC Public charity Exact 2021 1$50,000 2021$50,000
show
NATIONAL CREDIT UNION FOUNDATION INC Public charity Exact 2012 1$10,000 2012$10,000
show
ILLINOIS CREDIT UNION FOUNDATION Public charity Exact 2024 1$5,760 2024$5,760
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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 (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CREDIT UNION 1ILNot reported $107,315,887$103,205,283 CEO/PRESIDENT/DIRECTOR$907,650 Similar name, revenue within 2x
ADVIA CREDIT UNIONMINot reported $216,111,117$194,591,712 PRESIDENT/CEO$1,299,159 Similar name, revenue within 2x, similar mission
TEXANS CREDIT UNIONTXNot reported $123,635,860$102,712,885 CHIEF EXECUTIVE OFFICER$890,351 Similar name, revenue within 2x, similar mission
IQ CREDIT UNIONWANot reported $128,694,198$107,438,006 PRESIDENT/CEO$955,096 Similar name, revenue within 2x
CREDIT UNION 1AKNot reported $109,427,043$93,673,606 PRESIDENT/CEO$692,381 Similar name, revenue within 2x
MAX CREDIT UNIONALNot reported $123,834,123$100,536,448 PRESIDENT/CEO$727,659 Similar name, revenue within 2x
SCOTT CREDIT UNIONILNot reported $120,951,375$114,208,098 PRESIDENT AND CEO/BOD TREASURER$1,408,018 Similar name, revenue within 2x
SAFE CREDIT UNIONCANot reported $243,941,706$215,474,450 President/CEO$1,304,533 Similar name, revenue within 2x
MONTERRA CREDIT UNIONCAW61 $94,782,581$75,381,520 CEO/PRESIDENT$872,583 Similar name, revenue within 2x
FORUM CREDIT UNIONINW61 $144,668,455$119,619,367 CHIEF EXECUTIVE OFFICER$790,523 Similar name, revenue within 2x
HIWAY CREDIT UNIONMNNot reported $94,590,788$88,936,279 CEO$981,004 Similar name, revenue within 2x
CAPITAL CREDIT UNIONWINot reported $162,815,780$141,862,610 PRESIDENT/CEO$641,605 Similar name, revenue within 2x
ROGUE CREDIT UNIONORNot reported $225,240,586$200,882,793 CHIEF EXECUTIVE OFFICER$1,347,740 Similar name, revenue within 2x
ONEAZ CREDIT UNIONAZW61 $198,883,800$166,468,298 CEO/PRESIDENT$1,353,915 Similar name, revenue within 2x
PENAIR CREDIT UNIONFLNot reported $174,340,544$158,515,785 PRESIDENT CEO$706,591 Similar name, revenue within 2x
ALTURA CREDIT UNIONCANot reported $165,827,897$146,781,955 CEO$1,112,135 Similar name, revenue within 2x
TRAVIS CREDIT UNIONCANot reported $283,652,476$262,963,712 PRESIDENT/CEO$1,337,039 Similar name, revenue within 2x
KITSAP CREDIT UNIONWANot reported $153,721,471$148,184,524 PRESIDENT/CEO$986,092 Similar name, revenue within 2x
BLAZE CREDIT UNIONMNNot reported $267,991,867$240,639,425 CEO$1,653,495 Similar name, revenue within 2x
MUNICIPAL CREDIT UNIONNYNot reported $302,504,633$248,802,764 CHIEF EXECUTIVE OFFICER$1,698,182 Similar name, revenue within 2x
MELROSE CREDIT UNIONNYNot reported $65,452,408$160,642,837 EX-CEO$393,336 Similar name, revenue within 5x, similar mission
ARMCO CREDIT UNIONPANot reported $37,126,237$31,410,447 CEO$439,601 Similar name, revenue within 5x, similar mission
SAFE 1 CREDIT UNIONCAW61 $58,951,487$45,235,986 CEO/President$649,537 Similar name, revenue within 5x, similar mission
WEOKIE CREDIT UNIONOKNot reported $42,986,888$35,498,173 PRESIDENT AN$670,719 Similar name, revenue within 5x, similar mission
BEACON CREDIT UNIONINW61 $70,997,309$66,494,991 President/CEO$732,369 Similar name, revenue within 5x, similar mission

Who funds organizations like this

Grantors that funded the 100 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
CAROLINAS CREDIT UNION FOUNDATION INC DAF sponsor$40,0001 12025–2025 SPC CREDIT UNION
UNITED WAY OF THE BAY AREA DAF sponsor$38,8004 12016–2021 TRAVIS CREDIT UNION
CONTEGRA CARES Private foundation$8001 12024–2024 REVITY CREDIT UNION
LONG LEWIS FOUNDATION INC Private foundation$5281 12024–2024 MAX CREDIT UNION
THE@NUTTER FAMILY FOUNDATION Private foundation$5001 12012–2012 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 · $166,107,473 spent · pay $34,431,358 · grants $322,106 · events $246,571
LineAs describedTotalProgramManagementFundraisingShare
Interest $92,498,809--- 55.7%
Other salaries and wages $22,281,062--- 13.4%
Information technology $8,326,274--- 5.0%
Occupancy $5,785,357--- 3.5%
Other (as described)ATM DEBIT CARD EXPENSES $5,459,177--- 3.3%
Pay: officers, directors, trustees, key employees $4,004,992--- 2.4%
Other employee benefits $3,981,982--- 2.4%
Other (as described)PROVISION FOR LOAN LOSS $3,676,507--- 2.2%
Other (as described)MANUFACTURED HOMES RESE $3,409,356--- 2.1%
Office expenses $2,806,527--- 1.7%
Advertising and promotion $2,530,594--- 1.5%
Payroll taxes $2,225,869--- 1.3%
Fees: other services $2,121,650--- 1.3%
All other expenses $2,036,732--- 1.2%
Pension plan contributions $1,937,453--- 1.2%
Insurance $911,412--- 0.5%
Depreciation and depletion $577,255--- 0.3%
Fees: accounting $504,575--- 0.3%
Fees: legal $304,421--- 0.2%
Grants to US organizations and governments $303,606--- 0.2%
Conferences, conventions and meetings $246,571--- 0.1%
Travel $142,844--- 0.1%
Grants to US individuals $18,500--- 0.0%
Other (as described)UBIT TAX EXPENSES $15,948--- 0.0%
Total$166,107,473100%

View the filing

2023 · Form 990 · $134,522,388 spent · pay $32,210,606 · grants $358,347 · events $214,683
LineAs describedTotalProgramManagementFundraisingShare
Interest $64,098,038--- 47.6%
Other salaries and wages $22,396,126--- 16.6%
Information technology $7,905,997--- 5.9%
Occupancy $5,828,104--- 4.3%
Other (as described)PROVISION FOR LOAN LOSS $4,831,534--- 3.6%
Other (as described)ATM DEBIT CARD EXPENSES $4,590,217--- 3.4%
Pay: officers, directors, trustees, key employees $3,395,168--- 2.5%
Other employee benefits $3,002,120--- 2.2%
Office expenses $2,778,747--- 2.1%
Advertising and promotion $2,648,906--- 2.0%
Other (as described)MANUFACTURED HOMES RESE $2,202,175--- 1.6%
Payroll taxes $2,127,629--- 1.6%
All other expenses $2,074,779--- 1.5%
Fees: other services $1,763,568--- 1.3%
Insurance $1,402,800--- 1.0%
Pension plan contributions $1,289,563--- 1.0%
Depreciation and depletion $933,259--- 0.7%
Fees: accounting $538,834--- 0.4%
Grants to US organizations and governments $338,347--- 0.3%
Conferences, conventions and meetings $214,683--- 0.2%
Travel $128,353--- 0.1%
Grants to US individuals $20,000--- 0.0%
Other (as described)UBIT TAX EXPENSES $13,441--- 0.0%
Total$134,522,388100%

View the filing

2022 · Form 990 · $83,937,696 spent · pay $30,562,709 · grants $200,181 · events $90,732
LineAs describedTotalProgramManagementFundraisingShare
Interest $21,265,997--- 25.3%
Other salaries and wages $20,685,160--- 24.6%
Information technology $7,733,829--- 9.2%
Occupancy $5,922,907--- 7.1%
Other (as described)ATM DEBIT CARD EXPENSES $4,785,974--- 5.7%
Other employee benefits $3,473,851--- 4.1%
Pay: officers, directors, trustees, key employees $3,202,682--- 3.8%
Office expenses $2,795,975--- 3.3%
Advertising and promotion $2,117,160--- 2.5%
Payroll taxes $2,045,155--- 2.4%
Fees: legal $1,915,247--- 2.3%
Fees: other services $1,265,542--- 1.5%
All other expenses $1,243,599--- 1.5%
Depreciation and depletion $1,186,388--- 1.4%
Pension plan contributions $1,155,861--- 1.4%
Other (as described)LOAN ORIGINATION SYSTEM $920,603--- 1.1%
Other (as described)MANUFACTURED HOMES RESE $688,629--- 0.8%
Insurance $588,478--- 0.7%
Fees: accounting $517,479--- 0.6%
Grants to US organizations and governments $191,181--- 0.2%
Travel $108,154--- 0.1%
Conferences, conventions and meetings $90,732--- 0.1%
Other (as described)UBIT TAX EXPENSES $28,113--- 0.0%
Grants to US individuals $9,000--- 0.0%
Total$83,937,696100%

View the filing

2021 · Form 990 · $78,093,785 spent · pay $32,885,525 · grants $134,546 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $21,953,224--- 28.1%
Payments to affiliates $13,043,100--- 16.7%
Information technology $7,817,168--- 10.0%
Occupancy $5,393,082--- 6.9%
Other (as described)ATM DEBIT CARD EXPENSES $4,664,048--- 6.0%
Other employee benefits $3,291,207--- 4.2%
Office expenses $3,169,179--- 4.1%
Pay: officers, directors, trustees, key employees $3,081,727--- 3.9%
Pension plan contributions $2,496,990--- 3.2%
Payroll taxes $2,062,377--- 2.6%
Other (as described)PROVISION FOR LOAN LOSS $1,932,641--- 2.5%
Advertising and promotion $1,542,202--- 2.0%
Fees: legal $1,463,422--- 1.9%
All other expenses $1,272,208--- 1.6%
Depreciation and depletion $1,141,947--- 1.5%
Other (as described)OTHER EXPENSES $1,074,969--- 1.4%
Other (as described)LOAN ORIGINATION SYSTEM $771,124--- 1.0%
Fees: accounting $562,439--- 0.7%
Insurance $559,177--- 0.7%
Fees: other services $548,639--- 0.7%
Grants to US organizations and governments $127,546--- 0.2%
Travel $84,815--- 0.1%
Interest $33,554--- 0.0%
Grants to US individuals $7,000--- 0.0%
Total$78,093,785100%

View the filing

2020 · Form 990 · $85,388,608 spent · pay $33,406,510 · grants $113,224 · events $55,496
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $22,904,218--- 26.8%
Interest $18,790,044--- 22.0%
Information technology $6,368,651--- 7.5%
Occupancy $6,056,853--- 7.1%
Other (as described)ATM DEBIT CARD EXPENSES $4,120,827--- 4.8%
Other (as described)PROVISION FOR LOAN LOSS $3,801,173--- 4.5%
Other employee benefits $3,583,626--- 4.2%
Pay: disqualified persons $3,447,895--- 4.0%
Office expenses $3,139,858--- 3.7%
Advertising and promotion $2,423,691--- 2.8%
Payroll taxes $1,997,303--- 2.3%
All other expenses $1,941,925--- 2.3%
Fees: other services $1,554,488--- 1.8%
Pension plan contributions $1,473,468--- 1.7%
Other (as described)CONVERSION FEES $1,208,444--- 1.4%
Depreciation and depletion $1,179,302--- 1.4%
Fees: accounting $476,894--- 0.6%
Fees: legal $342,320--- 0.4%
Insurance $294,476--- 0.3%
Grants to US organizations and governments $94,224--- 0.1%
Travel $88,060--- 0.1%
Conferences, conventions and meetings $55,496--- 0.1%
Other (as described)UBIT TAX EXPENSES $26,372--- 0.0%
Grants to US individuals $19,000--- 0.0%
Total$85,388,608100%

View the filing

2019 · Form 990 · $75,756,292 spent · pay $27,518,061 · grants $180,853 · events $185,452
LineAs describedTotalProgramManagementFundraisingShare
Interest $19,394,725--- 25.6%
Other salaries and wages $15,285,552--- 20.2%
Pay: disqualified persons $6,050,789--- 8.0%
Occupancy $5,604,745--- 7.4%
Information technology $4,925,344--- 6.5%
Other (as described)ATM DEBIT CARD EXPENSES $4,887,173--- 6.5%
Other employee benefits $2,966,561--- 3.9%
Office expenses $2,902,292--- 3.8%
Advertising and promotion $2,118,608--- 2.8%
Payroll taxes $1,877,290--- 2.5%
Other (as described)PROVISION FOR LOAN LOSS $1,820,732--- 2.4%
All other expenses $1,505,422--- 2.0%
Pension plan contributions $1,337,869--- 1.8%
Depreciation and depletion $1,269,620--- 1.7%
Fees: other services $1,198,043--- 1.6%
Other (as described)MANUFACTURED HOMES RESE $572,535--- 0.8%
Insurance $550,928--- 0.7%
Fees: accounting $488,813--- 0.6%
Fees: legal $407,493--- 0.5%
Conferences, conventions and meetings $185,452--- 0.2%
Travel $175,523--- 0.2%
Grants to US organizations and governments $158,303--- 0.2%
Other (as described)UBTI TAX EXPENSES $49,930--- 0.1%
Grants to US individuals $22,550--- 0.0%
Total$75,756,292100%

View the filing

2018 · Form 990 · $64,685,998 spent · pay $25,816,134 · grants $0 · events $133,874
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $16,399,169--- 25.4%
Interest $13,879,293--- 21.5%
Occupancy $5,404,091--- 8.4%
Other (as described)ATM DEBIT CARD EXPENSES $4,610,910--- 7.1%
Information technology $4,409,227--- 6.8%
Pay: officers, directors, trustees, key employees $3,305,766--- 5.1%
Office expenses $2,904,915--- 4.5%
Other employee benefits $2,565,205--- 4.0%
Pension plan contributions $1,980,161--- 3.1%
Payroll taxes $1,565,833--- 2.4%
Depreciation and depletion $1,460,187--- 2.3%
Advertising and promotion $1,362,958--- 2.1%
Other (as described)PROVISION FOR LOAN LOSS $1,276,013--- 2.0%
Fees: other services $915,580--- 1.4%
Other (as described)MANUFACTURED HOMES RESE $577,214--- 0.9%
Fees: accounting $483,705--- 0.7%
Other (as described)CREDIT BEREAU EXPENSES $379,266--- 0.6%
Insurance $330,922--- 0.5%
Fees: legal $323,914--- 0.5%
All other expenses $282,135--- 0.4%
Travel $135,660--- 0.2%
Conferences, conventions and meetings $133,874--- 0.2%
Total$64,685,998100%

View the filing

2017 · Form 990 · $56,395,350 spent · pay $22,688,647 · grants $0 · events $218,462
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $14,113,602--- 25.0%
Interest $9,605,187--- 17.0%
Occupancy $5,298,259--- 9.4%
Other (as described)ATM DEBIT CARD EXPENSES $4,391,988--- 7.8%
Information technology $4,135,010--- 7.3%
Pay: officers, directors, trustees, key employees $3,054,785--- 5.4%
Office expenses $2,828,369--- 5.0%
Other employee benefits $2,466,741--- 4.4%
Depreciation and depletion $1,637,699--- 2.9%
Pension plan contributions $1,609,268--- 2.9%
Payroll taxes $1,444,251--- 2.6%
Advertising and promotion $1,443,117--- 2.6%
Other (as described)PROVISION FOR LOAN LOSS $979,328--- 1.7%
All other expenses $706,511--- 1.3%
Other (as described)MANUFACTURED HOMES RESE $510,795--- 0.9%
Insurance $442,427--- 0.8%
Fees: accounting $427,055--- 0.8%
Other (as described)OTHER EXPENSES $341,852--- 0.6%
Fees: legal $333,117--- 0.6%
Fees: other services $278,528--- 0.5%
Conferences, conventions and meetings $218,462--- 0.4%
Travel $128,999--- 0.2%
Total$56,395,350100%

View the filing

2016 · Form 990 · $56,107,971 spent · pay $22,270,552 · grants $0 · events $160,312
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $13,134,669--- 23.4%
Interest $7,974,228--- 14.2%
Occupancy $5,211,709--- 9.3%
Other (as described)ATM DEBIT CARD EXPENSES $4,666,554--- 8.3%
Information technology $3,733,789--- 6.7%
Office expenses $3,282,145--- 5.8%
Pay: officers, directors, trustees, key employees $3,219,998--- 5.7%
Other employee benefits $2,778,023--- 5.0%
Depreciation and depletion $2,039,591--- 3.6%
All other expenses $1,636,342--- 2.9%
Pension plan contributions $1,620,401--- 2.9%
Advertising and promotion $1,599,089--- 2.9%
Payroll taxes $1,517,461--- 2.7%
Other (as described)PROVISION FOR LOAN LOSS $1,260,318--- 2.2%
Fees: accounting $514,480--- 0.9%
Other (as described)MANUFACTURED HOMES RESERVE $500,566--- 0.9%
Other (as described)MORTGAGE LOAN EXPENSES $431,732--- 0.8%
Insurance $275,595--- 0.5%
Fees: legal $247,786--- 0.4%
Fees: other services $171,888--- 0.3%
Conferences, conventions and meetings $160,312--- 0.3%
Travel $131,295--- 0.2%
Total$56,107,971100%

View the filing

2015 · Form 990 · $53,946,122 spent · pay $22,514,044 · grants $0 · events $188,302
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $13,731,938--- 25.5%
Interest $6,870,683--- 12.7%
Occupancy $5,237,353--- 9.7%
Other (as described)ATM DEBIT CARD EXPENSES $3,998,811--- 7.4%
Information technology $3,762,524--- 7.0%
Pay: officers, directors, trustees, key employees $3,385,860--- 6.3%
Office expenses $3,116,396--- 5.8%
Other employee benefits $2,479,909--- 4.6%
Depreciation and depletion $2,256,314--- 4.2%
All other expenses $1,992,309--- 3.7%
Pension plan contributions $1,466,103--- 2.7%
Payroll taxes $1,450,234--- 2.7%
Advertising and promotion $1,401,712--- 2.6%
Other (as described)PROVISION FOR LOAN LOSS $793,772--- 1.5%
Fees: accounting $399,278--- 0.7%
Other (as described)MANUFACTURED HOMES RESERVE $374,301--- 0.7%
Fees: legal $291,907--- 0.5%
Fees: other services $213,116--- 0.4%
Insurance $199,463--- 0.4%
Other (as described)DEALER TRACK EXPENSES $196,532--- 0.4%
Conferences, conventions and meetings $188,302--- 0.3%
Travel $139,305--- 0.3%
Total$53,946,122100%

View the filing

2014 · Form 990 · $52,378,292 spent · pay $21,213,310 · grants $0 · events $126,934
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $13,236,380--- 25.3%
Interest $6,064,850--- 11.6%
Information technology $4,554,343--- 8.7%
Other (as described)ATM DEBIT CARD EXPENSES $3,775,871--- 7.2%
Occupancy $3,689,888--- 7.0%
Office expenses $3,059,256--- 5.8%
Pay: officers, directors, trustees, key employees $3,000,623--- 5.7%
Other employee benefits $2,355,343--- 4.5%
Depreciation and depletion $2,235,153--- 4.3%
All other expenses $2,061,927--- 3.9%
Other (as described)PROVISION FOR LOAN LOSS $1,832,540--- 3.5%
Advertising and promotion $1,543,024--- 2.9%
Payroll taxes $1,438,245--- 2.7%
Pension plan contributions $1,182,719--- 2.3%
Fees: legal $571,920--- 1.1%
Fees: accounting $526,092--- 1.0%
Other (as described)MANUFACTURED HOMES RESERVE $398,054--- 0.8%
Fees: other services $224,864--- 0.4%
Other (as described)DEALER TRACK EXPENSES $188,353--- 0.4%
Insurance $176,630--- 0.3%
Travel $135,283--- 0.3%
Conferences, conventions and meetings $126,934--- 0.2%
Total$52,378,292100%

View the filing

2013 · Form 990 · $53,135,453 spent · pay $22,141,657 · grants $0 · events $172,135
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $13,771,246--- 25.9%
Interest $6,925,986--- 13.0%
Occupancy $4,378,863--- 8.2%
Other (as described)ATM DEBIT CARD EXPENSES $3,469,936--- 6.5%
Office expenses $3,202,199--- 6.0%
Pay: officers, directors, trustees, key employees $3,180,867--- 6.0%
Information technology $2,845,312--- 5.4%
Other employee benefits $2,676,157--- 5.0%
All other expenses $2,264,448--- 4.3%
Depreciation and depletion $1,692,430--- 3.2%
Advertising and promotion $1,586,958--- 3.0%
Payroll taxes $1,470,423--- 2.8%
Other (as described)MORTGAGE LOAN EXPENSES $1,191,877--- 2.2%
Pension plan contributions $1,042,964--- 2.0%
Other (as described)NCUA ASSESSMENT $736,382--- 1.4%
Fees: legal $642,782--- 1.2%
Fees: other services $562,076--- 1.1%
Other (as described)PROVISION FOR LOAN LOSS $538,913--- 1.0%
Fees: accounting $387,076--- 0.7%
Insurance $241,785--- 0.5%
Conferences, conventions and meetings $172,135--- 0.3%
Travel $154,638--- 0.3%
Total$53,135,453100%

View the filing

2012 · Form 990 · $47,121,551 spent · pay $17,876,408 · grants $0 · events $86,722
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $10,870,165--- 23.1%
Interest $6,372,277--- 13.5%
Other (as described)DEPOSIT/LOAN/OTHER EXPENSES $3,443,462--- 7.3%
Other (as described)PROVISION FOR LOAN LOSS $2,983,032--- 6.3%
Office expenses $2,860,524--- 6.1%
Occupancy $2,851,121--- 6.1%
Pay: officers, directors, trustees, key employees $2,740,060--- 5.8%
Other (as described)ATM DEBIT CARD EXPENSES $2,521,874--- 5.4%
Other employee benefits $2,209,142--- 4.7%
Information technology $2,195,343--- 4.7%
Depreciation and depletion $1,880,675--- 4.0%
Advertising and promotion $1,498,621--- 3.2%
Payroll taxes $1,114,957--- 2.4%
Pension plan contributions $942,084--- 2.0%
Other (as described)NCUA ASSESSMENT $760,002--- 1.6%
Fees: legal $510,847--- 1.1%
Fees: other services $464,042--- 1.0%
Insurance $419,871--- 0.9%
Fees: accounting $306,373--- 0.7%
Travel $90,357--- 0.2%
Conferences, conventions and meetings $86,722--- 0.2%
Total$47,121,551100%

View the filing

2011 · Form 990 · $40,721,827 spent · pay $15,249,130 · grants $0 · events $59,224
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $9,794,812--- 24.1%
Interest $6,250,601--- 15.3%
Other (as described)PROVISION FOR LOAN LOSS $3,433,350--- 8.4%
Office expenses $2,369,423--- 5.8%
Occupancy $2,315,693--- 5.7%
Other (as described)DEPOSIT/LOAN/OTHER EXPENSES $2,126,361--- 5.2%
Pay: officers, directors, trustees, key employees $1,880,872--- 4.6%
Information technology $1,771,438--- 4.4%
Other employee benefits $1,741,126--- 4.3%
Other (as described)NCUA ASSESSMENT $1,710,115--- 4.2%
Depreciation and depletion $1,448,586--- 3.6%
Other (as described)ATM DEBIT CARD EXPENSES $1,441,919--- 3.5%
Advertising and promotion $1,126,433--- 2.8%
Payroll taxes $1,028,240--- 2.5%
Pension plan contributions $804,080--- 2.0%
Fees: legal $542,199--- 1.3%
Insurance $332,845--- 0.8%
Fees: other services $282,885--- 0.7%
Fees: accounting $191,341--- 0.5%
Travel $70,284--- 0.2%
Conferences, conventions and meetings $59,224--- 0.1%
Total$40,721,827100%

View the filing

2010 · Form 990 · $40,392,983 spent · pay $13,735,706 · grants $0 · events $107,132
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $9,434,996-$9,434,996- 23.4%
Interest $7,519,346$7,105,662$413,684- 18.6%
Other (as described)PROVISION FOR LOAN LOSS $5,177,982-$5,177,982- 12.8%
Other (as described)DEPOSIT/LOAN/OTHER EXPENSES $2,111,195-$2,111,195- 5.2%
Occupancy $1,984,806-$1,984,806- 4.9%
Pay: officers, directors, trustees, key employees $1,762,673-$1,762,673- 4.4%
Information technology $1,729,586-$1,729,586- 4.3%
Other (as described)NCUA ASSESSMENT $1,683,424-$1,683,424- 4.2%
Depreciation and depletion $1,254,320-$1,254,320- 3.1%
Advertising and promotion $1,161,979-$1,161,979- 2.9%
Other (as described)ATM DEBIT CARD EXPENSES $1,125,933-$1,125,933- 2.8%
Other employee benefits $1,122,579-$1,122,579- 2.8%
Payroll taxes $862,824-$862,824- 2.1%
Other (as described)TELEPHONE $705,816-$705,816- 1.7%
All other expenses $561,000-$561,000- 1.4%
Pension plan contributions $552,634-$552,634- 1.4%
Office expenses $493,073-$493,073- 1.2%
Fees: legal $347,285-$347,285- 0.9%
Fees: other services $298,682-$298,682- 0.7%
Fees: accounting $184,399-$184,399- 0.5%
Insurance $133,069-$133,069- 0.3%
Conferences, conventions and meetings $107,132-$107,132- 0.3%
Travel $78,250-$78,250- 0.2%
Total$40,392,983100%

View the filing

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2026$0$01
2022$0$02
2021$0$03
2020$0$02
Largest awards · 0 shown
YearAgencyKindProgramDescriptionObligated

Trademarks

6 US trademarks, 5 live.

MarkSerialFiledStatusSource
M METRO CONTIGO998051352026-05-05Pending applicationTRTDXFAP, file of 2026-09-23
METRO CONTIGO998051342026-05-05Pending applicationTRTDXFAP, file of 2026-09-23
PART BANK. PART BETTER886124992019-09-11RegisteredTRTYRAP, file of 2026-04-03
METRO CREDIT UNION875597952017-08-08RegisteredTRTYRAP, file of 2026-04-03
BANKING'S BEST-KEPT SECRET856303392012-05-21Registration cancelledTRCFECO2, file of 2024-03-27
METRO@WORK783322342003-11-24Registered and renewedTRTYRAP, file of 2026-04-03

The newest marks of the trademark owners above, matched to this record by name (and state).

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