TREMONT CREDIT UNION
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text TREMONT CREDIT UNION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/tremont-credit-union-043414490. Retrieved 2026-11-03.
APA furp.org. (n.d.). TREMONT CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 3, 2026, from https://furp.org/org/tremont-credit-union-043414490
MLA “TREMONT CREDIT UNION.” furp.org, tax years 2010–2024, https://furp.org/org/tremont-credit-union-043414490. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $14.3M · expenses $14.9M · assets $260.4M
- EIN
- 04-3414490
- Address
- 333 LONGWOOD AVE, BOSTON, MA 02115-5711
- Website
- WWW.TREMONTCU.ORG
- NTEE code
- W60
- Exempt type
- 501(c)(14): credit union (corporation)
- Ruling date
- January 1999 (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
STATE CHARTERED CREDIT UNION
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
28 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 |
|---|---|---|---|---|---|
| George Hardiman | CEO | 2010-2024 | $500,968 | $4,894,844 | 1 |
| James Roy | FORMER CFO | 2014-2024 | $86,351 | $1,909,222 | 1 |
| Kenneth Provost | CONTROLLER | 2022-2024 | $139,839 | $382,955 | 1 |
| Michael Lemelin | FORMER CLO | 2018-2024 | $46,667 | $241,455 | 1 |
| Kevin Mullen | CHAIR | 2010-2024 | $16,000 | $226,090 | 1 |
| Bryan Greenbaum | COO | 2024 | $177,487 | $177,487 | 1 |
| Bonnie Pietragallo | VP LENDING OPERATIONS | 2024 | $159,211 | $159,211 | 1 |
| Dennis Walker | VP OPERATIONS | 2024 | $104,220 | $104,220 | 1 |
| Kevin Madden | CFO | 2024 | $77,875 | $77,875 | 1 |
| Hicham Naciri (former) | CIO | 2013-2018 | $204,887 | $870,864 | 1 |
| Maria Costa (former) | SVP LENDING | 2019-2023 | $0 | $602,688 | 1 |
| Michael Mullen (former) | COO | 2010-2014 | $127,141 | $595,472 | 1 |
| Diane Papadakos (former) | CHIEF GROWTH OFFICER | 2019-2021 | $130,080 | $438,168 | 1 |
| George Lamb (former) | FORMER CFO | 2010-2012 | $61,466 | $400,639 | 1 |
| Michael O'Malley (former) | CEO | 2011-2012 | $208,463 | $285,194 | 1 |
| Micharl Lemelin (former) | SVP LENDING | 2016-2017 | $144,938 | $243,779 | 1 |
| Kevin Mccarthy (former) | FORMER CFO | 2012-2013 | $132,877 | $231,085 | 1 |
| William V Kelly (former) | VP LENDING | 2014-2015 | $111,672 | $203,513 | 1 |
| Gary Fishlock (former) | CEO, PRESIDENT | 2010 | $173,244 | $173,244 | 1 |
| James Brouder (former) | FORMER CIO | 2010-2011 | $49,097 | $167,202 | 1 |
| Vanessa Greene (former) | VP, INTERNAL AUDIT/COMPLIA | 2010-2011 | $81,163 | $149,529 | 1 |
| Kelli Wynne (former) | FORMER VP OF HR | 2010-2011 | $54,731 | $124,115 | 1 |
| Blair Nurse (former) | FORMER LENDING VP | 2010-2011 | $21,869 | $123,759 | 1 |
| Joseph Bean (former) | SVP ADMINISTRATION | 2020-2021 | $43,752 | $122,140 | 1 |
| William Aker (former) | VP OF COLLECTIONS | 2010 | $57,082 | $57,082 | 1 |
| Jen Hartman (former) | VP OF HR | 2012 | $29,398 | $29,398 | 1 |
| James Brodeur (former) | FORMER CIO | 2012 | $13,333 | $13,333 | 1 |
| Laura Monahan (former) | VP OF HR | 2012 | $10,403 | $10,403 | 1 |
Officers and directors, no compensation reported
17 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 |
|---|---|---|---|---|---|
| Martin Connolly | DIRECTOR | 2010-2024 | 2 | $0 reported | 1 |
| Darrell Elow | DIRECTOR | 2010-2024 | 2 | $0 reported | 1 |
| Donald Smith | DIRECTOR | 2011-2024 | 2 | $0 reported | 1 |
| Edward Kennedy | DIRECTOR | 2011-2024 | 2 | $0 reported | 1 |
| Amy Donovan | DIRECTOR | 2013-2024 | 2 | $0 reported | 1 |
| Michael Connolly | DIRECTOR | 2014-2024 | 2 | $0 reported | 1 |
| Dawn Marie Durant | DIRECTOR | 2014-2024 | 2 | $0 reported | 1 |
| James Nee | DIRECTOR | 2011-2024 | 2 | $0 reported | 1 |
| Brian Golden | DIRECTOR | 2017-2024 | 2 | $0 reported | 1 |
| John Greene (former) | DIRECTOR | 2016-2018 | 2 | $0 reported | 1 |
| Ralph Martin (former) | DIRECTOR | 2017 | 2 | $0 reported | 1 |
| Mathew Machera (former) | DIRECTOR | 2010-2012 | 2 | $0 reported | 1 |
| David Owens (former) | TREASURER | 2010-2012 | 4 | $0 reported | 1 |
| Marjorie Powell (former) | DIRECTOR | 2010-2012 | 2 | $0 reported | 1 |
| Charles Baker (former) | DIRECTOR | 2011-2012 | 2 | $0 reported | 1 |
| Robert Joyce (former) | DIRECTOR | 2010 | 2 | $0 reported | 1 |
| Sterling Scott (former) | DIRECTOR | 2010 | 2 | $0 reported | 1 |
People by year
2024 · 18 people listed · 9 paid, $1.3M · 71 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $437,520 | $0 | $63,448 | $500,968 | 1 |
| BRYAN GREENBAUM | COO | 40 | $161,044 | $0 | $16,443 | $177,487 | 1 |
| BONNIE PIETRAGALLO | VP LENDING OPERATIONS | 40 | $129,091 | $0 | $30,120 | $159,211 | 1 |
| KENNETH PROVOST | CONTROLLER | 40 | $101,398 | $0 | $38,441 | $139,839 | 1 |
| DENNIS WALKER | VP OPERATIONS | 40 | $104,158 | $0 | $62 | $104,220 | 1 |
| JAMES ROY | FORMER CFO | 20 | $78,878 | $0 | $7,473 | $86,351 | 1 |
| KEVIN MADDEN | CFO | 40 | $76,144 | $0 | $1,731 | $77,875 | 1 |
| MICHAEL LEMELIN | FORMER CLO | 20 | $44,201 | $0 | $2,466 | $46,667 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $16,000 | $0 | $0 | $16,000 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN GOLDEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 14 people listed · 4 paid, $828K · 64 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $434,946 | $0 | $31,638 | $466,584 | 1 |
| JAMES ROY | CFO | 40 | $184,348 | $0 | $31,727 | $216,075 | 1 |
| KENNETH PROVOST | CONTROLLER | 40 | $104,995 | $0 | $16,563 | $121,558 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $24,000 | $0 | $0 | $24,000 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN GOLDEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARIA COSTA | SVP LENDING | 40 | $0 | $0 | $0 | $0 | 1 |
2022 · 14 people listed · 5 paid, $1.0M · 59 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $435,548 | $0 | $31,638 | $467,186 | 1 |
| JAMES ROY | CFO | 40 | $173,097 | $0 | $31,726 | $204,823 | 1 |
| MARIA COSTA | SVP LENDING | 40 | $162,639 | $0 | $32,878 | $195,517 | 1 |
| KENNETH PROVOST | CONTROLLER | 40 | $104,994 | $0 | $16,564 | $121,558 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $24,000 | $0 | $0 | $24,000 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN GOLDEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 15 people listed · 6 paid, $1.1M · 69 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $444,414 | $0 | $42,377 | $486,791 | 1 |
| JAMES ROY | CFO | 40 | $173,672 | $0 | $31,505 | $205,177 | 1 |
| MARIA COSTA | SVP LENDING | 40 | $154,346 | $0 | $31,726 | $186,072 | 1 |
| DIANE PAPADAKOS | CHIEF GROWTH OFFICER | 40 | $119,275 | $0 | $10,805 | $130,080 | 1 |
| JOSEPH BEAN | SVP ADMINISTRATION | 40 | $35,757 | $0 | $7,995 | $43,752 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $24,000 | $0 | $0 | $24,000 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN GOLDEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 15 people listed · 6 paid, $1.2M · 81 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $490,292 | $0 | $40,669 | $530,961 | 1 |
| JAMES ROY | CFO | 40 | $190,820 | $0 | $31,758 | $222,578 | 1 |
| MARIA COSTA | SVP LENDING | 40 | $152,923 | $0 | $30,535 | $183,458 | 1 |
| DIANE PAPADAKOS | CHIEF GROWTH OFFICER | 40 | $147,413 | $0 | $13,039 | $160,452 | 1 |
| JOSEPH BEAN | SVP ADMINISTRATION | 40 | $75,065 | $0 | $3,323 | $78,388 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $24,000 | $0 | $0 | $24,000 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN GOLDEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 14 people listed · 5 paid, $935K · 78 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $470,834 | $0 | $39,143 | $509,977 | 1 |
| JAMES ROY | CFO | 40 | $186,639 | $0 | $30,443 | $217,082 | 1 |
| DIANE PAPADAKOS | DIRECTOR OF MARKETING | 40 | $135,550 | $0 | $12,086 | $147,636 | 1 |
| MARIA COSTA | SVP LENDING | 40 | $32,619 | $0 | $5,022 | $37,641 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $22,350 | $0 | $0 | $22,350 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN GOLDEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 13 people listed · 5 paid, $1.1M · 69 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $405,751 | $0 | $29,777 | $435,528 | 1 |
| HICHAM NACIRI | CIO | 40 | $189,827 | $0 | $15,060 | $204,887 | 1 |
| JAMES ROY | CFO | 40 | $179,150 | $0 | $24,036 | $203,186 | 1 |
| MICHAEL LEMELIN | SVP LENDING | 40 | $179,209 | $0 | $15,579 | $194,788 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $20,040 | $0 | $0 | $20,040 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN GREENE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 14 people listed · 5 paid, $864K · 71 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $345,343 | $0 | $18,777 | $364,120 | 1 |
| HICHAM NACIRI | CIO | 40 | $160,673 | $0 | $10,335 | $171,008 | 1 |
| JAMES ROY | CFO | 40 | $146,613 | $0 | $19,743 | $166,356 | 1 |
| MICHARL LEMELIN | SVP LENDING | 40 | $139,456 | $0 | $5,482 | $144,938 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $17,100 | $0 | $0 | $17,100 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN GOLDEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RALPH MARTIN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · 5 paid, $774K · 62 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $323,804 | $0 | $15,151 | $338,955 | 1 |
| HICHAM NACIRI | CIO | 40 | $158,297 | $0 | $6,592 | $164,889 | 1 |
| JAMES ROY | CFO | 40 | $136,220 | $0 | $18,175 | $154,395 | 1 |
| MICHARL LEMELIN | SVP LENDING | 40 | $94,759 | $0 | $4,082 | $98,841 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $17,100 | $0 | $0 | $17,100 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN J GREENE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2015 · 12 people listed · 5 paid, $772K · 64 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $316,796 | $0 | $12,654 | $329,450 | 1 |
| HICHAM NACIRI | CIO | 40 | $159,400 | $0 | $6,460 | $165,860 | 1 |
| JAMES ROY | CFO | 40 | $132,487 | $0 | $17,312 | $149,799 | 1 |
| WILLIAM V KELLY | VP LENDING | 40 | $95,914 | $0 | $15,758 | $111,672 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $15,000 | $0 | $0 | $15,000 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
2014 · 14 people listed · 6 paid, $718K · 70 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $244,680 | $0 | $0 | $244,680 | 1 |
| HICHAM NACIRI | CIO | 40 | $159,297 | $0 | $0 | $159,297 | 1 |
| MICHAEL MULLEN | COO | 40 | $115,541 | $0 | $11,600 | $127,141 | 1 |
| WILLIAM V KELLY | VP LENDING | 40 | $81,200 | $0 | $10,641 | $91,841 | 1 |
| JAMES ROY | CFO | 40 | $76,633 | $0 | $6,767 | $83,400 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $11,250 | $0 | $0 | $11,250 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | SECRETARY | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | FORMER DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAWN MARIE DURANT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2013 · 11 people listed · 5 paid, $452K · 64 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE HARDIMAN | CEO | 40 | $181,219 | $0 | $0 | $181,219 | 1 |
| KEVIN MCCARTHY | FORMER CFO | 40 | $131,839 | $0 | $1,038 | $132,877 | 1 |
| MICHAEL MULLEN | COO | 40 | $111,083 | $0 | $11,124 | $122,207 | 1 |
| KEVIN MULLEN | CHAIR | 4 | $11,250 | $0 | $0 | $11,250 | 1 |
| HICHAM NACIRI | CIO | 40 | $4,923 | $0 | $0 | $4,923 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | SECRETARY | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| AMY DONOVAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2012 · 18 people listed · 8 paid, $555K · 54 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL O'MALLEY | CEO | 40 | $208,463 | $0 | $0 | $208,463 | 1 |
| MICHAEL MULLEN | COO | 40 | $100,031 | $0 | $10,559 | $110,590 | 1 |
| KEVIN MCCARTHY | CFO | 40 | $97,373 | $0 | $835 | $98,208 | 1 |
| GEORGE LAMB | FORMER CFO | 40 | $57,946 | $0 | $3,520 | $61,466 | 1 |
| JEN HARTMAN | VP OF HR | 40 | $29,398 | $0 | $0 | $29,398 | 1 |
| GEORGE HARDIMAN | CHAIRPERSON | 10 | $23,425 | $0 | $0 | $23,425 | 1 |
| JAMES BRODEUR | FORMER CIO | 40 | $13,333 | $0 | $0 | $13,333 | 1 |
| LAURA MONAHAN | VP OF HR | 40 | $10,403 | $0 | $0 | $10,403 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | SECRETARY | 4 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MATHEW MACHERA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KEVIN MULLEN | VICE CHAIRPERSON | 4 | $0 | $0 | $0 | $0 | 1 |
| DAVID OWENS | TREASURER | 4 | $0 | $0 | $0 | $0 | 1 |
| MARJORIE POWELL | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES BAKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2011 · 18 people listed · 8 paid, $591K · 67 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE LAMB | CFO | 40 | $149,964 | $0 | $15,568 | $165,532 | 1 |
| MICHAEL MULLEN | COO | 40 | $112,399 | $0 | $14,430 | $126,829 | 1 |
| VANESSA GREENE | VP, INTERNAL AUDIT/COMPLIA | 40 | $70,572 | $0 | $10,591 | $81,163 | 1 |
| MICHAEL O'MALLEY | CEO | 40 | $76,731 | $0 | $0 | $76,731 | 1 |
| KELLI WYNNE | FORMER VP OF HR | 40 | $53,745 | $0 | $986 | $54,731 | 1 |
| JAMES BROUDER | FORMER CIO | 40 | $44,661 | $0 | $4,436 | $49,097 | 1 |
| BLAIR NURSE | FORMER LENDING VP | 40 | $9,227 | $0 | $12,642 | $21,869 | 1 |
| GEORGE HARDIMAN | CHAIRPERSON | 10 | $15,000 | $0 | $0 | $15,000 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| DONALD SMITH | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MATHEW MACHERA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KEVIN MULLEN | VICE CHAIRPERSON | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID OWENS | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARJORIE POWELL | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES NEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EDWARD KENNEDY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES BAKER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2010 · 17 people listed · 8 paid, $870K · 69 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GEORGE LAMB | CFO | 40 | $154,262 | $0 | $19,379 | $173,641 | 1 |
| GARY FISHLOCK | CEO, PRESIDENT | 40 | $173,244 | $0 | $0 | $173,244 | 1 |
| JAMES BROUDER | CIO | 40 | $107,298 | $0 | $10,807 | $118,105 | 1 |
| MICHAEL MULLEN | VP OF BRANCH ADMINISTRATIO | 40 | $92,714 | $0 | $15,991 | $108,705 | 1 |
| BLAIR NURSE | VP OF LENDING | 40 | $87,881 | $0 | $14,009 | $101,890 | 1 |
| KELLI WYNNE | VP OF HR AND IT | 40 | $66,501 | $0 | $2,883 | $69,384 | 1 |
| VANESSA GREENE | VP, INTERNAL AUDIT/COMPLIA | 40 | $61,735 | $0 | $6,631 | $68,366 | 1 |
| WILLIAM AKER | VP OF COLLECTIONS | 40 | $51,384 | $0 | $5,698 | $57,082 | 1 |
| MARTIN CONNOLLY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DARRELL ELOW | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| GEORGE HARDIMAN | CHAIRPERSON | 5 | $0 | $0 | $0 | $0 | 1 |
| ROBERT JOYCE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MATHEW MACHERA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KEVIN MULLEN | VICE CHAIRPERSON | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID OWENS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARJORIE POWELL | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| STERLING SCOTT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 2 contractors · $312K
| Name | Location | Service | Paid |
|---|---|---|---|
| COCLIN ASSOCIATES INC | CRANSTON, RI | INTERNAL AUDIT | $211,949 |
| MIRICK O'CONNELL | WORCESTER, MA | LEGAL SERVICES | $100,099 |
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 | ||||||||
| $14,269,021 | $14,911,952 | $260,416,544 | $21,530,963 | $0 | $12,648,639 | $1,320,619 | 71 | 9 |
| 2023 · Form 990 | ||||||||
| $13,953,932 | $14,056,144 | $261,134,842 | $21,928,391 | $0 | $12,576,258 | $828,217 | 64 | 9 |
| 2022 · Form 990 | ||||||||
| $11,136,951 | $10,636,902 | $255,114,045 | $22,036,245 | $0 | $10,047,340 | $1,013,084 | 59 | 9 |
| 2022 · Form 990 | ||||||||
| $11,136,951 | $10,636,902 | $255,114,045 | $22,036,245 | $0 | $10,047,340 | $952,654 | 59 | 9 |
| 2021 · Form 990 | ||||||||
| $9,907,662 | $9,307,134 | $244,401,139 | $26,121,378 | $0 | $9,219,393 | $1,171,873 | 69 | 0 |
| 2020 · Form 990 | ||||||||
| $9,193,968 | $8,940,771 | $240,451,967 | $25,896,237 | $0 | $8,383,569 | $1,323,337 | 81 | 9 |
| 2019 · Form 990 | ||||||||
| $10,236,397 | $9,006,691 | $203,534,916 | $25,162,913 | $0 | $9,074,528 | $1,010,685 | 78 | 10 |
| 2018 · Form 990 | ||||||||
| $9,292,143 | $8,071,440 | $184,787,616 | $23,230,160 | $0 | $8,237,119 | $1,058,439 | 69 | 9 |
| 2017 · Form 990 | ||||||||
| $8,534,778 | $7,406,001 | $174,387,317 | $22,373,427 | $0 | $7,541,111 | $863,313 | 71 | 0 |
| 2016 · Form 990 | ||||||||
| $7,443,648 | $6,329,457 | $172,309,492 | $20,813,100 | $0 | $6,300,897 | $865,124 | 62 | 0 |
| 2015 · Form 990 | ||||||||
| $7,134,194 | $6,455,042 | $170,799,175 | $20,404,482 | $0 | $6,397,900 | $864,162 | 64 | 0 |
| 2014 · Form 990 | ||||||||
| $7,126,060 | $6,805,968 | $166,209,146 | $20,110,359 | $0 | $6,742,847 | $717,609 | 70 | 0 |
| 2013 · Form 990 | ||||||||
| $6,823,944 | $7,005,711 | $164,407,259 | $20,001,124 | $0 | $6,359,031 | $319,599 | 64 | 0 |
| 2012 · Form 990 | ||||||||
| $7,343,956 | $7,325,476 | $161,825,820 | $20,001,258 | $0 | $7,029,842 | $540,372 | 54 | 0 |
| 2011 · Form 990 | ||||||||
| $8,063,153 | $8,506,754 | $164,591,584 | $20,197,586 | $0 | $7,886,333 | $532,299 | 67 | 0 |
| 2010 · Form 990 | ||||||||
| $11,411,506 | $5,338,928 | $169,611,141 | $20,775,202 | $0 | $11,293,807 | $795,019 | 69 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ESSENTIAL CREDIT UNION | LA | W60 | $27,571,407 | $31,034,441 | CEO | $434,660 | Same NTEE code W60, revenue within 2x, similar name |
| STUDENT ASSISTANCE FOUNDATION OF MONTANA | MT | W60 | $8,684,821 | $4,478,614 | PRESIDENT/CEO SAF, CEO MHESAC | $260,498 | Same NTEE code W60, revenue within 2x |
| FRIENDS FIDUCIARY CORPORATION | PA | W60 | $7,266,468 | $6,830,548 | EXECUTIVE DIRECTOR | $345,315 | Same NTEE code W60, revenue within 2x |
| MISSISSIPPI HIGHER EDUCATION ASSISTANCE CORPORATION | MS | W60 | $8,626,790 | $7,762,746 | President/CEO | $364,027 | Same NTEE code W60, revenue within 2x |
| INDIANA SECONDARY MARKET FOR EDUCATION LOANS INC | IN | W60 | $16,015,983 | $13,040,212 | CEO & PRESIDENT | $506,699 | Same NTEE code W60, revenue within 2x |
| AKIPTAN | SD | W60 | $9,054,895 | $3,169,682 | EXECUTIVE DI | $173,231 | Same NTEE code W60, revenue within 2x |
| FILENE RESEARCH INSTITUTE INC | WI | W60 | $10,923,611 | $10,195,724 | CHAIR | $0 | Same NTEE code W60, revenue within 2x |
| CREDIT UNION OF ATLANTA | GA | W60 | $5,776,317 | $5,530,428 | CEO | $176,453 | Same NTEE code W60, revenue within 5x, similar name |
| PACIFIC PENSION & INVESTMENT INSTITUTE | CA | W60 | $4,008,627 | $3,609,952 | PRESIDENT | $629,213 | Same NTEE code W60, revenue within 5x |
| TRUE ACCESS CAPITAL CORPORATION | DE | W60 | $4,611,925 | $3,764,504 | PRESIDENT & CEO | $206,039 | Same NTEE code W60, revenue within 5x |
| C S B S EDUCATION FOUNDATION | DC | W60 | $4,704,572 | $4,770,794 | PRESIDENT AND CEO, SECRETARY | $939,303 | Same NTEE code W60, revenue within 5x |
| CONNECTICUT STUDENT LOAN FOUNDTION | CT | W60 | $3,501,033 | $3,104,925 | EXECUTIVE DIRECTOR THROUGH JUNE 30, 2026 | $348,976 | Same NTEE code W60, revenue within 5x |
| THE LANDMARKS FINANCIAL CORPORATION | PA | W60 | $40,438,468 | $2,470,279 | PRESIDENT | $419,182 | Same NTEE code W60, revenue within 5x |
| FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | CA | W60 | $6,825,721 | $5,784,612 | President & CEO | $220,969 | Same NTEE code W60, revenue within 5x |
| SOUTH CAROLINA STUDENT LOAN CORPORATION | SC | W60 | $58,364,992 | $41,883,579 | PRESIDENT & CEO, SECRETARY | $547,629 | Same NTEE code W60, revenue within 5x |
| SOUTH FLORIDA VETERANS AFFAIRS FOUNDATION FOR RESEARCH & EDUCATON | FL | W60 | $3,094,619 | $2,138,404 | Executive Director | $183,723 | Same NTEE code W60, revenue within 5x |
| HELIOS EDUCATION FOUNDATION | AZ | W60 | $52,419,531 | $39,635,771 | PRESIDENT AND CEO | $724,642 | Same NTEE code W60, revenue within 5x |
| BENEFICIAL STATE FOUNDATION | CA | W60 | $5,346,285 | $5,623,982 | EXEC DIR AND CHIEF IMPACT OFFICER | $226,226 | Same NTEE code W60, revenue within 5x |
| GRADUATE SCHOOL OF BANKING AT COLORADO | CO | W60 | $3,344,534 | $3,329,684 | PRESIDENT | $333,246 | Same NTEE code W60, revenue within 5x |
| PHEAA STUDENT LOAN FOUNDATION INC | PA | W60 | $71,037,628 | $65,646,345 | PRESIDENT AND DIRECTOR | $265,354 | Same NTEE code W60, revenue within 5x |
| HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO | CA | W60 | $3,389,390 | $2,951,827 | EXECUTIVE DIRECTOR | $319,261 | Same NTEE code W60, revenue within 5x |
| COLLEGE FUTURES FOUNDATION | CA | W60 | $46,329,971 | $38,109,372 | PRESIDENT/CEO, BOARD MEMBER EX-OFFICIO | $664,650 | Same NTEE code W60, revenue within 5x |
| STABLE HOME FUND | NY | W60 | $6,266,793 | $3,283,138 | BOARD CHAIR | $0 | Same NTEE code W60, revenue within 5x |
| AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS | IL | W60 | $5,894,187 | $5,777,543 | PRESIDENT | $207,443 | Same NTEE code W60, revenue within 5x |
| ANABAPTIST FINANCIAL | PA | W60 | $56,415,297 | $51,022,198 | EXECUTIVE OFFICER | $155,764 | Same NTEE code W60, revenue within 5x |
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).
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 · $14,911,952 spent · pay $4,203,951 · grants $0 · events $343
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $4,311,129 | - | - | - | 28.9% | |
| Other salaries and wages | $2,225,509 | - | - | - | 14.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,552,978 | - | - | - | 10.4% |
| Pay: officers, directors, trustees, key employees | $1,320,619 | - | - | - | 8.9% | |
| Fees: other services | $952,729 | - | - | - | 6.4% | |
| Office expenses | $800,469 | - | - | - | 5.4% | |
| Information technology | $756,767 | - | - | - | 5.1% | |
| Other (as described) | SERVICE FEES | $640,044 | - | - | - | 4.3% |
| Occupancy | $384,014 | - | - | - | 2.6% | |
| Other employee benefits | $373,703 | - | - | - | 2.5% | |
| Payroll taxes | $295,971 | - | - | - | 2.0% | |
| Fees: accounting | $282,839 | - | - | - | 1.9% | |
| Depreciation and depletion | $278,338 | - | - | - | 1.9% | |
| Other (as described) | OTHER EXPENSES | $231,746 | - | - | - | 1.6% |
| Fees: legal | $153,671 | - | - | - | 1.0% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $151,904 | - | - | - | 1.0% |
| Advertising and promotion | $96,429 | - | - | - | 0.6% | |
| Insurance | $62,008 | - | - | - | 0.4% | |
| All other expenses | $33,614 | - | - | - | 0.2% | |
| Travel | $18,979 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $343 | - | - | - | 0.0% | |
| Pension plan contributions | -$11,851 | - | - | - | -0.1% | |
| Total | $14,911,952 | 100% |
2023 · Form 990 · $14,056,144 spent · pay $3,878,438 · grants $0 · events $12,414
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROVISION FOR LOAN LOSS | $3,004,428 | - | - | - | 21.4% |
| Interest | $2,764,341 | - | - | - | 19.7% | |
| Other salaries and wages | $2,323,073 | - | - | - | 16.5% | |
| Pay: officers, directors, trustees, key employees | $828,217 | - | - | - | 5.9% | |
| Office expenses | $791,723 | - | - | - | 5.6% | |
| Fees: other services | $755,597 | - | - | - | 5.4% | |
| Information technology | $653,232 | - | - | - | 4.6% | |
| Other (as described) | SERVICE FEES | $589,316 | - | - | - | 4.2% |
| Other employee benefits | $360,668 | - | - | - | 2.6% | |
| Occupancy | $329,765 | - | - | - | 2.3% | |
| Depreciation and depletion | $320,529 | - | - | - | 2.3% | |
| Payroll taxes | $270,249 | - | - | - | 1.9% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $258,262 | - | - | - | 1.8% |
| Fees: accounting | $250,881 | - | - | - | 1.8% | |
| Fees: legal | $213,862 | - | - | - | 1.5% | |
| Advertising and promotion | $136,611 | - | - | - | 1.0% | |
| Pension plan contributions | $96,231 | - | - | - | 0.7% | |
| Travel | $51,847 | - | - | - | 0.4% | |
| Insurance | $44,898 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $12,414 | - | - | - | 0.1% | |
| Total | $14,056,144 | 100% |
2022 · Form 990 · $10,636,902 spent · pay $3,720,565 · grants $0 · events $9,178
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,075,051 | - | - | - | 19.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,878,795 | - | - | - | 17.7% |
| Pay: officers, directors, trustees, key employees | $1,013,084 | - | - | - | 9.5% | |
| Interest | $1,000,252 | - | - | - | 9.4% | |
| Office expenses | $796,755 | - | - | - | 7.5% | |
| Other (as described) | SERVICE FEES | $697,649 | - | - | - | 6.6% |
| Information technology | $637,455 | - | - | - | 6.0% | |
| Fees: other services | $480,721 | - | - | - | 4.5% | |
| Depreciation and depletion | $425,015 | - | - | - | 4.0% | |
| Other employee benefits | $347,937 | - | - | - | 3.3% | |
| Occupancy | $315,361 | - | - | - | 3.0% | |
| Payroll taxes | $208,872 | - | - | - | 2.0% | |
| Advertising and promotion | $165,425 | - | - | - | 1.6% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $165,363 | - | - | - | 1.6% |
| Fees: accounting | $150,018 | - | - | - | 1.4% | |
| Fees: legal | $109,712 | - | - | - | 1.0% | |
| Pension plan contributions | $75,621 | - | - | - | 0.7% | |
| Insurance | $44,026 | - | - | - | 0.4% | |
| Travel | $40,612 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $9,178 | - | - | - | 0.1% | |
| Total | $10,636,902 | 100% |
2021 · Form 990 · $9,307,134 spent · pay $4,435,883 · grants $0 · events $10,012
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $2,502,630 | - | - | - | 26.9% | |
| Pay: officers, directors, trustees, key employees | $1,171,873 | - | - | - | 12.6% | |
| Office expenses | $995,967 | - | - | - | 10.7% | |
| Interest | $867,388 | - | - | - | 9.3% | |
| Information technology | $660,112 | - | - | - | 7.1% | |
| Depreciation and depletion | $505,174 | - | - | - | 5.4% | |
| Fees: other services | $428,490 | - | - | - | 4.6% | |
| Occupancy | $415,596 | - | - | - | 4.5% | |
| Other (as described) | SERVICE FEES | $374,134 | - | - | - | 4.0% |
| Other employee benefits | $343,238 | - | - | - | 3.7% | |
| Payroll taxes | $325,579 | - | - | - | 3.5% | |
| Fees: legal | $140,000 | - | - | - | 1.5% | |
| Fees: accounting | $138,489 | - | - | - | 1.5% | |
| Advertising and promotion | $114,824 | - | - | - | 1.2% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $94,322 | - | - | - | 1.0% |
| Pension plan contributions | $92,563 | - | - | - | 1.0% | |
| Insurance | $50,531 | - | - | - | 0.5% | |
| Travel | $42,303 | - | - | - | 0.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $33,909 | - | - | - | 0.4% |
| Conferences, conventions and meetings | $10,012 | - | - | - | 0.1% | |
| Total | $9,307,134 | 100% |
2020 · Form 990 · $8,940,771 spent · pay $4,180,878 · grants $0 · events $7,032
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $2,087,093 | - | - | - | 23.3% | |
| Pay: officers, directors, trustees, key employees | $1,323,337 | - | - | - | 14.8% | |
| Interest | $1,075,463 | - | - | - | 12.0% | |
| Office expenses | $950,893 | - | - | - | 10.6% | |
| Information technology | $546,478 | - | - | - | 6.1% | |
| Occupancy | $433,160 | - | - | - | 4.8% | |
| Fees: other services | $374,883 | - | - | - | 4.2% | |
| Other employee benefits | $367,985 | - | - | - | 4.1% | |
| Depreciation and depletion | $331,661 | - | - | - | 3.7% | |
| Payroll taxes | $293,729 | - | - | - | 3.3% | |
| Other (as described) | SERVICE FEES | $244,723 | - | - | - | 2.7% |
| Fees: legal | $190,831 | - | - | - | 2.1% | |
| Advertising and promotion | $152,725 | - | - | - | 1.7% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $129,089 | - | - | - | 1.4% |
| Other (as described) | MSIC INSURANCE | $119,694 | - | - | - | 1.3% |
| Pension plan contributions | $108,734 | - | - | - | 1.2% | |
| Fees: accounting | $102,329 | - | - | - | 1.1% | |
| Insurance | $62,089 | - | - | - | 0.7% | |
| Travel | $21,391 | - | - | - | 0.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $17,452 | - | - | - | 0.2% |
| Conferences, conventions and meetings | $7,032 | - | - | - | 0.1% | |
| Total | $8,940,771 | 100% |
2019 · Form 990 · $9,006,691 spent · pay $4,093,952 · grants $0 · events $9,835
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $2,306,910 | - | - | - | 25.6% | |
| Pay: officers, directors, trustees, key employees | $1,010,685 | - | - | - | 11.2% | |
| Office expenses | $949,708 | - | - | - | 10.5% | |
| Interest | $938,203 | - | - | - | 10.4% | |
| Fees: other services | $715,638 | - | - | - | 7.9% | |
| Other (as described) | SERVICE FEES | $558,157 | - | - | - | 6.2% |
| Information technology | $524,593 | - | - | - | 5.8% | |
| Occupancy | $500,663 | - | - | - | 5.6% | |
| Other employee benefits | $348,060 | - | - | - | 3.9% | |
| Payroll taxes | $278,552 | - | - | - | 3.1% | |
| Depreciation and depletion | $229,267 | - | - | - | 2.5% | |
| Advertising and promotion | $227,666 | - | - | - | 2.5% | |
| Pension plan contributions | $149,745 | - | - | - | 1.7% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $132,767 | - | - | - | 1.5% |
| Fees: legal | $130,639 | - | - | - | 1.5% | |
| Fees: accounting | $129,047 | - | - | - | 1.4% | |
| Travel | $82,342 | - | - | - | 0.9% | |
| Insurance | $60,709 | - | - | - | 0.7% | |
| Other (as described) | MSIC INSURANCE | $24,670 | - | - | - | 0.3% |
| Conferences, conventions and meetings | $9,835 | - | - | - | 0.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | -$301,165 | - | - | - | -3.3% |
| Total | $9,006,691 | 100% |
2018 · Form 990 · $8,071,440 spent · pay $3,763,165 · grants $0 · events $6,434
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $2,050,328 | - | - | - | 25.4% | |
| Pay: officers, directors, trustees, key employees | $1,058,439 | - | - | - | 13.1% | |
| Office expenses | $901,045 | - | - | - | 11.2% | |
| Occupancy | $771,113 | - | - | - | 9.6% | |
| Other (as described) | SERVICE FEES | $648,725 | - | - | - | 8.0% |
| Information technology | $518,003 | - | - | - | 6.4% | |
| Fees: other services | $467,695 | - | - | - | 5.8% | |
| Interest | $385,563 | - | - | - | 4.8% | |
| Other employee benefits | $314,023 | - | - | - | 3.9% | |
| Payroll taxes | $249,999 | - | - | - | 3.1% | |
| Depreciation and depletion | $190,830 | - | - | - | 2.4% | |
| Advertising and promotion | $162,660 | - | - | - | 2.0% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $149,305 | - | - | - | 1.8% |
| Fees: legal | $122,773 | - | - | - | 1.5% | |
| Insurance | $93,255 | - | - | - | 1.2% | |
| Pension plan contributions | $90,376 | - | - | - | 1.1% | |
| Fees: accounting | $80,456 | - | - | - | 1.0% | |
| Travel | $62,392 | - | - | - | 0.8% | |
| Other (as described) | MSIC INS EXP | $22,132 | - | - | - | 0.3% |
| Conferences, conventions and meetings | $6,434 | - | - | - | 0.1% | |
| Other (as described) | FORECLOSURE AND OREO | $3,123 | - | - | - | 0.0% |
| All other expenses | -$277,229 | - | - | - | -3.4% | |
| Total | $8,071,440 | 100% |
2017 · Form 990 · $7,406,001 spent · pay $3,651,795 · grants $0 · events $7,736
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $2,190,021 | - | - | - | 29.6% | |
| Pay: officers, directors, trustees, key employees | $863,313 | - | - | - | 11.7% | |
| Office expenses | $838,603 | - | - | - | 11.3% | |
| Occupancy | $667,047 | - | - | - | 9.0% | |
| Other (as described) | SERVICE FEES | $535,210 | - | - | - | 7.2% |
| Information technology | $487,726 | - | - | - | 6.6% | |
| Fees: other services | $359,563 | - | - | - | 4.9% | |
| Interest | $322,891 | - | - | - | 4.4% | |
| Other employee benefits | $289,434 | - | - | - | 3.9% | |
| Payroll taxes | $242,054 | - | - | - | 3.3% | |
| Depreciation and depletion | $136,162 | - | - | - | 1.8% | |
| Fees: accounting | $126,721 | - | - | - | 1.7% | |
| Advertising and promotion | $113,938 | - | - | - | 1.5% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $106,272 | - | - | - | 1.4% |
| Insurance | $91,585 | - | - | - | 1.2% | |
| Fees: legal | $80,317 | - | - | - | 1.1% | |
| Travel | $68,734 | - | - | - | 0.9% | |
| Pension plan contributions | $66,973 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $7,736 | - | - | - | 0.1% | |
| Other (as described) | FORECLOSURE AND OREO | $2,684 | - | - | - | 0.0% |
| Other (as described) | PROVISION FOR (RECOVERY | -$190,983 | - | - | - | -2.6% |
| Total | $7,406,001 | 100% |
2016 · Form 990 · $6,329,457 spent · pay $3,155,928 · grants $0 · events $10,583
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $1,699,940 | - | - | - | 26.9% | |
| Pay: officers, directors, trustees, key employees | $865,124 | - | - | - | 13.7% | |
| Fees: other services | $858,692 | - | - | - | 13.6% | |
| Occupancy | $670,246 | - | - | - | 10.6% | |
| Other (as described) | SERVICE FEES | $638,940 | - | - | - | 10.1% |
| Office expenses | $606,937 | - | - | - | 9.6% | |
| Interest | $327,641 | - | - | - | 5.2% | |
| Other employee benefits | $247,612 | - | - | - | 3.9% | |
| Payroll taxes | $224,190 | - | - | - | 3.5% | |
| Pension plan contributions | $119,062 | - | - | - | 1.9% | |
| Depreciation and depletion | $118,527 | - | - | - | 1.9% | |
| Fees: accounting | $112,209 | - | - | - | 1.8% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $101,066 | - | - | - | 1.6% |
| Insurance | $84,678 | - | - | - | 1.3% | |
| Information technology | $80,954 | - | - | - | 1.3% | |
| Travel | $43,800 | - | - | - | 0.7% | |
| Other (as described) | FORECLOSURE AND OREO | $41,459 | - | - | - | 0.7% |
| Fees: legal | $41,380 | - | - | - | 0.7% | |
| Advertising and promotion | $26,299 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $10,583 | - | - | - | 0.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | -$589,882 | - | - | - | -9.3% |
| Total | $6,329,457 | 100% |
2015 · Form 990 · $6,455,042 spent · pay $3,003,668 · grants $0 · events $13,488
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $1,758,956 | - | - | - | 27.2% | |
| Fees: other services | $1,106,553 | - | - | - | 17.1% | |
| Pay: officers, directors, trustees, key employees | $864,162 | - | - | - | 13.4% | |
| Occupancy | $770,749 | - | - | - | 11.9% | |
| Other (as described) | SERVICE FEES | $723,055 | - | - | - | 11.2% |
| Office expenses | $572,931 | - | - | - | 8.9% | |
| Interest | $346,356 | - | - | - | 5.4% | |
| Payroll taxes | $234,721 | - | - | - | 3.6% | |
| Other employee benefits | $220,184 | - | - | - | 3.4% | |
| Depreciation and depletion | $211,190 | - | - | - | 3.3% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $127,605 | - | - | - | 2.0% |
| Information technology | $126,812 | - | - | - | 2.0% | |
| Fees: accounting | $118,936 | - | - | - | 1.8% | |
| Insurance | $92,524 | - | - | - | 1.4% | |
| Travel | $57,610 | - | - | - | 0.9% | |
| Other (as described) | FORECLOSURE AND OREO | $56,999 | - | - | - | 0.9% |
| Advertising and promotion | $42,897 | - | - | - | 0.7% | |
| Conferences, conventions and meetings | $13,488 | - | - | - | 0.2% | |
| Fees: legal | $10,928 | - | - | - | 0.2% | |
| Pension plan contributions | -$74,355 | - | - | - | -1.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | -$927,259 | - | - | - | -14.4% |
| Total | $6,455,042 | 100% |
2014 · Form 990 · $6,805,968 spent · pay $3,280,556 · grants $0 · events $10,704
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: disqualified persons | $1,970,677 | - | - | - | 29.0% | |
| Fees: other services | $865,877 | - | - | - | 12.7% | |
| Other (as described) | SERVICE FEES | $772,844 | - | - | - | 11.4% |
| Occupancy | $761,913 | - | - | - | 11.2% | |
| Pay: officers, directors, trustees, key employees | $717,609 | - | - | - | 10.5% | |
| Office expenses | $534,984 | - | - | - | 7.9% | |
| Interest | $385,866 | - | - | - | 5.7% | |
| Other employee benefits | $291,454 | - | - | - | 4.3% | |
| Payroll taxes | $255,266 | - | - | - | 3.8% | |
| Depreciation and depletion | $222,491 | - | - | - | 3.3% | |
| Fees: accounting | $207,137 | - | - | - | 3.0% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $152,904 | - | - | - | 2.2% |
| Information technology | $140,740 | - | - | - | 2.1% | |
| Insurance | $102,139 | - | - | - | 1.5% | |
| Advertising and promotion | $55,269 | - | - | - | 0.8% | |
| Pension plan contributions | $45,550 | - | - | - | 0.7% | |
| Fees: legal | $24,489 | - | - | - | 0.4% | |
| Travel | $19,429 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $10,704 | - | - | - | 0.2% | |
| Other (as described) | FORECLOSURE AND OREO | $585 | - | - | - | 0.0% |
| Other (as described) | UBIT REFUND | -$243,945 | - | - | - | -3.6% |
| All other expenses | -$488,014 | - | - | - | -7.2% | |
| Total | $6,805,968 | 100% |
2013 · Form 990 · $7,005,711 spent · pay $2,745,199 · grants $0 · events $1,833
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,863,679 | - | - | - | 26.6% | |
| Occupancy | $757,358 | - | - | - | 10.8% | |
| Other (as described) | SERVICE FEES | $649,807 | - | - | - | 9.3% |
| Fees: other services | $642,680 | - | - | - | 9.2% | |
| Office expenses | $479,770 | - | - | - | 6.8% | |
| Interest | $470,733 | - | - | - | 6.7% | |
| Pay: officers, directors, trustees, key employees | $319,599 | - | - | - | 4.6% | |
| Fees: accounting | $310,494 | - | - | - | 4.4% | |
| Other employee benefits | $267,646 | - | - | - | 3.8% | |
| Payroll taxes | $255,323 | - | - | - | 3.6% | |
| Information technology | $235,769 | - | - | - | 3.4% | |
| Depreciation and depletion | $203,831 | - | - | - | 2.9% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $141,214 | - | - | - | 2.0% |
| Insurance | $122,097 | - | - | - | 1.7% | |
| Other (as described) | NCUSIF STABILIZATION | $109,580 | - | - | - | 1.6% |
| Other (as described) | FORECLOSURE AND OREO | $58,986 | - | - | - | 0.8% |
| Advertising and promotion | $55,499 | - | - | - | 0.8% | |
| Pension plan contributions | $38,952 | - | - | - | 0.6% | |
| Fees: legal | $17,284 | - | - | - | 0.2% | |
| Travel | $3,577 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $1,833 | - | - | - | 0.0% | |
| Total | $7,005,711 | 100% |
2012 · Form 990 · $7,325,476 spent · pay $2,415,045 · grants $0 · events $12,487
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,383,615 | - | - | - | 18.9% | |
| Occupancy | $762,281 | - | - | - | 10.4% | |
| Fees: other services | $689,889 | - | - | - | 9.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $642,893 | - | - | - | 8.8% |
| Other (as described) | SERVICE FEES | $633,172 | - | - | - | 8.6% |
| Interest | $606,992 | - | - | - | 8.3% | |
| Pay: officers, directors, trustees, key employees | $540,372 | - | - | - | 7.4% | |
| Office expenses | $459,032 | - | - | - | 6.3% | |
| Other employee benefits | $257,252 | - | - | - | 3.5% | |
| Depreciation and depletion | $213,939 | - | - | - | 2.9% | |
| Other (as described) | COMPUTER SOFTWARE | $193,374 | - | - | - | 2.6% |
| Payroll taxes | $192,975 | - | - | - | 2.6% | |
| Fees: accounting | $162,617 | - | - | - | 2.2% | |
| Other (as described) | NCUSIF STABILIZATION | $130,409 | - | - | - | 1.8% |
| Fees: legal | $123,171 | - | - | - | 1.7% | |
| All other expenses | $120,434 | - | - | - | 1.6% | |
| Insurance | $105,898 | - | - | - | 1.4% | |
| Advertising and promotion | $46,819 | - | - | - | 0.6% | |
| Pension plan contributions | $40,831 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $12,487 | - | - | - | 0.2% | |
| Travel | $7,024 | - | - | - | 0.1% | |
| Total | $7,325,476 | 100% |
2011 · Form 990 · $8,506,754 spent · pay $2,942,196 · grants $0 · events $33,234
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,806,772 | - | - | - | 21.2% | |
| Interest | $930,401 | - | - | - | 10.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $875,314 | - | - | - | 10.3% |
| Occupancy | $756,772 | - | - | - | 8.9% | |
| Other (as described) | SERVICE FEES | $606,403 | - | - | - | 7.1% |
| Pay: officers, directors, trustees, key employees | $532,299 | - | - | - | 6.3% | |
| Office expenses | $517,298 | - | - | - | 6.1% | |
| Fees: other services | $491,300 | - | - | - | 5.8% | |
| Other (as described) | NCUSIF STABILIZATION | $357,938 | - | - | - | 4.2% |
| Other employee benefits | $342,212 | - | - | - | 4.0% | |
| Depreciation and depletion | $243,943 | - | - | - | 2.9% | |
| Payroll taxes | $207,353 | - | - | - | 2.4% | |
| Fees: accounting | $196,315 | - | - | - | 2.3% | |
| Other (as described) | COMPUTER SOFTWARE | $182,736 | - | - | - | 2.1% |
| All other expenses | $118,438 | - | - | - | 1.4% | |
| Advertising and promotion | $104,481 | - | - | - | 1.2% | |
| Insurance | $97,370 | - | - | - | 1.1% | |
| Pension plan contributions | $53,560 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $33,234 | - | - | - | 0.4% | |
| Fees: legal | $30,486 | - | - | - | 0.4% | |
| Travel | $22,129 | - | - | - | 0.3% | |
| Total | $8,506,754 | 100% |
2010 · Form 990 · $5,338,928 spent · pay $3,402,545 · grants $0 · events $29,994
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,927,652 | - | - | - | 36.1% | |
| Interest | $1,531,050 | - | - | - | 28.7% | |
| Pay: officers, directors, trustees, key employees | $795,019 | - | - | - | 14.9% | |
| Occupancy | $762,572 | - | - | - | 14.3% | |
| Fees: other services | $623,192 | - | - | - | 11.7% | |
| Other (as described) | SERVICE FEES | $539,845 | - | - | - | 10.1% |
| Other employee benefits | $451,366 | - | - | - | 8.5% | |
| Fees: legal | $431,336 | - | - | - | 8.1% | |
| Office expenses | $420,914 | - | - | - | 7.9% | |
| Payroll taxes | $227,896 | - | - | - | 4.3% | |
| Depreciation and depletion | $217,145 | - | - | - | 4.1% | |
| Other (as described) | IMPAIRMENT AND OTHER CH | $205,965 | - | - | - | 3.9% |
| Other (as described) | NCUSIF PREMIUM | $181,946 | - | - | - | 3.4% |
| Other (as described) | COMPUTER SOFTWARE | $150,912 | - | - | - | 2.8% |
| Fees: accounting | $123,201 | - | - | - | 2.3% | |
| Insurance | $91,498 | - | - | - | 1.7% | |
| Other (as described) | EQUIPMENT MAINTENANCE | $84,370 | - | - | - | 1.6% |
| Advertising and promotion | $78,856 | - | - | - | 1.5% | |
| Travel | $36,286 | - | - | - | 0.7% | |
| Conferences, conventions and meetings | $29,994 | - | - | - | 0.6% | |
| Pension plan contributions | $612 | - | - | - | 0.0% | |
| All other expenses | -$3,572,699 | - | - | - | -66.9% | |
| Total | $5,338,928 | 100% |
Comments