HARVARD FEDERAL CREDIT UNION
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Cite this
Plain text HARVARD FEDERAL CREDIT UNION. furp.org, nonprofit organization profile, tax years 2010–2023. https://furp.org/org/harvard-federal-credit-union-046017806. Retrieved 2026-11-03.
APA furp.org. (n.d.). HARVARD FEDERAL CREDIT UNION [Nonprofit organization profile; tax years 2010–2023]. Retrieved November 3, 2026, from https://furp.org/org/harvard-federal-credit-union-046017806
MLA “HARVARD FEDERAL CREDIT UNION.” furp.org, tax years 2010–2023, https://furp.org/org/harvard-federal-credit-union-046017806. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2010–2023. Data: furp.org, CC BY 4.0.
2023 · Form 990 · revenue $24.9M · expenses $24.8M · assets $0
- EIN
- 04-6017806
- Address
- 104 MT AUBURN ST 4TH FLOOR, CAMBRIDGE, MA 02138
- Website
- HARVARDFCU.ORG
- NTEE code
- -
- Exempt type
- -
- Ruling date
- -
- Form 990-N e-postcards
- 1 filed, 2019 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
HARVARD FEDERAL CREDIT UNION F/K/A HARVARD UNIVERSITY EMPLOYEE CREDIT UNION ASPIRES TO BE A TRUSTED PARTNER IN OUR MEMBERS' FINANCIAL LIVES. WE ADD VALUE TO MEMBERSHIP BY OFFERING THE BEST POSSIBLE PRICE, THE HIGHEST QUALITY PERSONAL SERVICE, AND SINCERE, SOUND ADVICE.THE CREDIT UNION SEEKS TO BE KNOWN AS A COMMUNITY LEADER AND TO DEEPEN ITS LONG STANDING COMMITMENT TO HOUSING ISSUES, GREEN INITIATIVES, FINANCIAL LITERACY AND ACCESS TO CREDIT FOR LOW AND MODERATE INCOME BORROWERS. THE CREDIT UNION WORKS TOWARD TRANSFORMATIONAL GROWTH AND CHANGE WITHOUT RELINQUISHING THE CORE VALUES WE HOLD TODAY. WE ARE A NOT-FOR-PROFIT COOPERATIVE WHICH EXISTS SOLELY FOR THE BEST INTEREST OF OUR MEMBERS. WE VALUE INTEGRITY AND RESPONSIBILITY IN ALL OF OUR ACTIONS. WE STRIVE TO ENHANCE OUR COMMUNITIES AND CREATE SOLUTIONS FOR SOCIAL, ENVIRONMENTAL AND ECONOMIC ISSUES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
20 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 |
|---|---|---|---|---|---|
| Craig Leonard | PRESIDENT & CEO | 2010-2023 | $651,070 | $6,144,300 | 2 |
| Thomas Montilli | EVP & CHIEF EXPERIENCE OFF | 2013-2023 | $401,549 | $3,138,896 | 1 |
| John Degnan | SVP, OPERATIONS | 2010-2023 | $331,195 | $3,071,140 | 1 |
| Helen Laskaris | MORTGAGE LOAN ORIGINATOR | 2018-2023 | $241,824 | $2,140,738 | 1 |
| Sharon Cummings | MORTGAGE LOAN ORIGINATOR | 2017-2023 | $218,098 | $1,996,346 | 1 |
| Michael Levine | MORTGAGE LOAN ORIGINATOR | 2013-2023 | $189,251 | $1,910,107 | 1 |
| Katherine Armstrong | SVP, CHIEF FINANCIAL OFFICER | 2022-2023 | $313,237 | $917,106 | 1 |
| Tanya Tanaro | VP, EDUCATION & CONSUMER LENDING | 2023 | $222,803 | $445,606 | 1 |
| Jayne Matthews | MORTGAGE LOAN ORIGINATOR | 2023 | $213,361 | $213,361 | 1 |
| Eugene Foley (former) | PRESIDENT & CEO (RETIRED 07/20) | 2010-2020 | $851,779 | $5,827,709 | 1 |
| Peter Buchanan (former) | SVP, REAL ESTATE LENDING | 2010-2021 | $301,266 | $2,406,148 | 1 |
| Thomas Murphy (former) | SVP, CONSUMER LENDING | 2013-2018 | $235,674 | $1,169,536 | 1 |
| Cheryl Gorman (former) | EVP, Retail Services | 2010-2014 | $231,195 | $1,138,033 | 1 |
| Tom Montilli (former) | Vice President Marketing | 2010-2012 | $130,947 | $412,341 | 1 |
| Peter Buchanan Retired 2022 (former) | SVP, REAL ESTATE LENDING | 2022 | $412,203 | $412,203 | 1 |
| Daisy J Familia (former) | MORTGAGE LOAN ORIGINATOR | 2021 | $321,299 | $321,299 | 1 |
| JAson DeAngelo (former) | director of IT | 2014-2015 | $139,079 | $274,655 | 1 |
| Paul Connors (former) | AVP - DEPOSIT OPERATIONS | 2019 | $232,340 | $232,340 | 1 |
| Cheryl Gorman thru 92015 (former) | EVP, Retail Services | 2015 | $212,496 | $212,496 | 1 |
| Tanise Adams-Wade (former) | CONTROLLER | 2016 | $148,737 | $148,737 | 1 |
Officers and directors, no compensation reported
37 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 |
|---|---|---|---|---|---|
| Tom Lucey | DIRECTOR | 2023 | 1 | $0 reported | 2 |
| Jason Luke | CHAIR/DIRECTOR/OFFICER | 2014-2023 | 1 | $0 reported | 1 |
| Karrie Ford | VICE CHAIR/DIRECTOR/OFFICER | 2014-2023 | 1 | $0 reported | 1 |
| Dee Dee Chen | VICE CHAIR/DIRECTOR | 2015-2023 | 1 | $0 reported | 1 |
| April Edrington | CLERK/DIRECTOR | 2016-2023 | 1 | $0 reported | 1 |
| Mary Straub | TREASURER/DIRECTOR/OFFICER | 2010-2023 | 1 | $0 reported | 1 |
| George White | DIRECTOR | 2010-2023 | 1 | $0 reported | 1 |
| Marty Ray | DIRECTOR | 2023 | 1 | $0 reported | 1 |
| Harman Kaur | DIRECTOR | 2021-2023 | 1 | $0 reported | 1 |
| Mary Ann O'Brien | DIRECTOR | 2022-2023 | 1 | $0 reported | 1 |
| Jerry Murphy | DIRECTOR | 2023 | 1 | $0 reported | 1 |
| Gonzalo Sanz | DIRECTOR | 2021-2023 | 1 | $0 reported | 1 |
| Shahar Ziv | DIRECTOR | 2016-2023 | 1 | $0 reported | 1 |
| John Lichten | DIRECTOR | 2010-2023 | 1 | $0 reported | 1 |
| Dennis Campbell | DIRECTOR | 2013-2023 | 1 | $0 reported | 1 |
| Thomas Lucey (former) | DIRECTOR | 2010-2022 | 1 | $0 reported | 4 |
| Jeremiah Murphy (former) | VICE-CHAIRMAN/DIRECTOR | 2017-2022 | 1 | $0 reported | 2 |
| Geoerge White (former) | CHAIRMAN/DIRECTOR | 2019-2022 | 1 | $0 reported | 1 |
| Susan G Simon (former) | DIRECTOR | 2017-2022 | 1 | $0 reported | 1 |
| Anne Dexter (former) | DIRECTOR | 2019-2021 | 1 | $0 reported | 1 |
| Guillermo Banchiere (former) | DIRECTOR | 2010-2020 | 1 | $0 reported | 1 |
| James Barrows (former) | DIRECTOR | 2015-2020 | 1 | $0 reported | 1 |
| Ann Dexter (former) | DIRECTOR | 2015-2018 | 1 | $0 reported | 1 |
| Amartya Ray (former) | DIRECTOR (TERM ENDED MAR. 2017) | 2016-2017 | 1 | $0 reported | 1 |
| Jerremiah Murphy (former) | vice-chairman/director | 2010-2016 | 1 | $0 reported | 1 |
| Edward Doctoroff (former) | director | 2010-2015 | 1 | $0 reported | 1 |
| Cheryl Hutt (former) | director | 2013-2015 | 1 | $0 reported | 1 |
| Mark Edington (former) | director | 2013-2015 | 1 | $0 reported | 1 |
| Karen Deberio (former) | Director | 2010-2014 | 1 | $0 reported | 1 |
| Edward Emde (former) | director | 2010-2014 | 1 | $0 reported | 1 |
| William Murphy (former) | director | 2010-2014 | 1 | $0 reported | 1 |
| Edward Feldman (former) | director | 2010-2013 | 1 | $0 reported | 1 |
| Stephen King (former) | director | 2011-2013 | 1 | $0 reported | 1 |
| Joseph DeCristoforo (former) | Board of Director | 2010-2012 | 1 | $0 reported | 1 |
| Marie Trottier (former) | Board of Director | 2010-2012 | 1 | $0 reported | 1 |
| Chris Schumann (former) | Board of Director | 2010-2011 | 1 | $0 reported | 1 |
| Eileen Sullivan (former) | Board of Director | 2010 | 1 | $0 reported | 1 |
People by year
2023 · 42 people listed · 16 paid, $5.2M · 162 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CRAIG LEONARD | PRESIDENT & CEO | 40 | $556,250 | $0 | $94,820 | $651,070 | 2 |
| CRAIG LEONARD | PRESIDENT & CEO | 40 | $556,250 | $0 | $94,820 | $651,070 | 2 |
| THOMAS MONTILLI | EVP & CHIEF EXPERIENCE OFF | 40 | $345,962 | $0 | $55,587 | $401,549 | 1 |
| THOMAS MONTILLI | EVP & CHIEF EXPERIENCE OFF | 40 | $345,962 | $0 | $55,587 | $401,549 | 1 |
| JOHN DEGNAN | SVP, OPERATIONS | 40 | $282,355 | $0 | $48,840 | $331,195 | 1 |
| JOHN DEGNAN | SVP, OPERATIONS | 40 | $282,355 | $0 | $48,840 | $331,195 | 1 |
| KATHERINE ARMSTRONG | SVP, CHIEF FINANCIAL OFFICER | 40 | $265,133 | $0 | $48,104 | $313,237 | 1 |
| KATHERINE ARMSTRONG | SVP, CHIEF FINANCIAL OFFICER | 40 | $265,133 | $0 | $48,104 | $313,237 | 1 |
| HELEN LASKARIS | MORTGAGE LOAN ORIGINATOR | 40 | $216,059 | $0 | $25,765 | $241,824 | 1 |
| HELEN LASKARIS | MORTGAGE LOAN ORIGINATOR | 40 | $216,059 | $0 | $25,765 | $241,824 | 1 |
| TANYA TANARO | VP, EDUCATION & CONSUMER LENDING | 40 | $185,115 | $0 | $37,688 | $222,803 | 1 |
| TANYA TANARO | VP, EDUCATION & CONSUMER LENDING | 40 | $185,115 | $0 | $37,688 | $222,803 | 1 |
| SHARON CUMMINGS | MORTGAGE LOAN ORIGINATOR | 40 | $191,077 | $0 | $27,021 | $218,098 | 1 |
| SHARON CUMMINGS | MORTGAGE LOAN ORIGINATOR | 40 | $191,077 | $0 | $27,021 | $218,098 | 1 |
| JAYNE MATTHEWS | MORTGAGE LOAN ORIGINATOR | 40 | $176,648 | $0 | $36,713 | $213,361 | 1 |
| MICHAEL LEVINE | MORTGAGE LOAN ORIGINATOR | 40 | $164,638 | $0 | $24,613 | $189,251 | 1 |
| JASON LUKE | CHAIR/DIRECTOR/OFFICER | 1 | $0 | $0 | $0 | $0 | 1 |
| KARRIE FORD | VICE CHAIR/DIRECTOR/OFFICER | 1 | $0 | $0 | $0 | $0 | 1 |
| DEE DEE CHEN | VICE CHAIR/DIRECTOR/OFFICER | 1 | $0 | $0 | $0 | $0 | 1 |
| APRIL EDRINGTON | CLERK/DIRECTOR/OFFICER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY STRAUB | TREASURER/DIRECTOR/OFFICER | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE WHITE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM LUCEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARTY RAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HARMAN KAUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY ANN O'BRIEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JERRY MURPHY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GONZALO SANZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAHAR ZIV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LICHTEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DENNIS CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON LUKE | CHAIR/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KARRIE FORD | VICE CHAIR/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEE DEE CHEN | VICE CHAIR/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| APRIL EDRINGTON | CLERK/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY STRAUB | TREASURER/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTY RAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| HARMAN KAUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY ANN O'BRIEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GONZALO SANZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAHAR ZIV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LICHTEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 22 people listed · 7 paid, $2.5M · 169 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CRAIG LEONARD | PRESIDENT & CEO | 40 | $560,019 | $0 | $62,376 | $622,395 | 2 |
| PETER BUCHANAN RETIRED 2022 | SVP, REAL ESTATE LENDING | 40 | $355,311 | $0 | $56,892 | $412,203 | 1 |
| THOMAS MONTILLI | EVP & CHIEF EXPERIENCE OFF | 40 | $325,865 | $0 | $57,609 | $383,474 | 1 |
| JOHN DEGNAN | SVP, OPERATIONS | 40 | $255,506 | $0 | $47,717 | $303,223 | 1 |
| KATHERINE ARMSTRONG | SVP, CHIEF FINANCIAL OFFICER | 40 | $241,650 | $0 | $48,982 | $290,632 | 1 |
| HELEN LASKARIS | MORTGAGE LOAN ORIGINATOR | 40 | $257,871 | $0 | $26,997 | $284,868 | 1 |
| MICHAEL LEVINE | MORTGAGE LOAN ORIGINATOR | 40 | $222,460 | $0 | $27,393 | $249,853 | 1 |
| HARMAN KAUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON LUKE | CO-VICE CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GONZALO MUNOZ SANZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DENNIS CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAHAR ZIV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LICHTEN | TREASURER/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KARRIE FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEE DEE CHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| APRIL EDRINGTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS LUCEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| JEREMIAH MURPHY | VICE-CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY STRAUB | CLERK/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GEOERGE WHITE | CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN G SIMON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY ANN O'BRIEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 22 people listed · 7 paid, $3.0M · 155 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CRAIG LEONARD | PRESIDENT & CEO | 40 | $738,327 | $0 | $59,259 | $797,586 | 2 |
| HELEN LASKARIS | MORTGAGE LOAN ORIGINATOR | 40 | $394,727 | $0 | $26,851 | $421,578 | 1 |
| SHARON CUMMINGS | MORTGAGE LOAN ORIGINATOR | 40 | $368,756 | $0 | $26,851 | $395,607 | 1 |
| MICHAEL LEVINE | MORTGAGE LOAN ORIGINATOR | 40 | $348,790 | $0 | $27,240 | $376,030 | 1 |
| THOMAS MONTILLI | EVP & CHIEF EXPERIENCE OFFICER | 40 | $307,212 | $0 | $54,892 | $362,104 | 1 |
| DAISY J FAMILIA | MORTGAGE LOAN ORIGINATOR | 40 | $295,128 | $0 | $26,171 | $321,299 | 1 |
| PETER BUCHANAN | SVP, REAL ESTATE LENDING | 40 | $251,508 | $0 | $49,758 | $301,266 | 1 |
| HARMAN KAUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON LUKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GONZALO MUNOZ SANZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DENNIS CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAHAR ZIV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LICHTEN | TREASURER/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KARRIE FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANNE DEXTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEE DEE CHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| APRIL EDRINGTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS LUCEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| JEREMIAH MURPHY | VICE-CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY STRAUB | CLERK/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GEOERGE WHITE | CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN G SIMON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 23 people listed · 8 paid, $3.5M · 126 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EUGENE FOLEY | PRESIDENT & CEO (RETIRED 07/20) | 40 | $804,646 | $0 | $47,133 | $851,779 | 1 |
| CRAIG LEONARD | PRESIDENT & CEO | 40 | $451,096 | $0 | $68,661 | $519,757 | 2 |
| HELEN LASKARIS | MORTGAGE LOAN ORIGINATOR | 40 | $407,334 | $0 | $35,262 | $442,596 | 1 |
| SHARON CUMMINGS | MORTGAGE LOAN ORIGINATOR | 40 | $332,900 | $0 | $32,888 | $365,788 | 1 |
| MICHAEL LEVINE | MORTGAGE LOAN ORIGINATOR | 40 | $323,874 | $0 | $32,859 | $356,733 | 1 |
| THOMAS MONTILLI | EVP & CHIEF EXPERIENCE OFF | 40 | $297,562 | $0 | $52,343 | $349,905 | 1 |
| PETER BUCHANAN | SVP, REAL ESTATE LENDING | 40 | $250,289 | $0 | $47,737 | $298,026 | 1 |
| JOHN DEGNAN | SVP, OPERATIONS | 40 | $249,696 | $0 | $44,995 | $294,691 | 1 |
| GUILLERMO BANCHIERE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON LUKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARROWS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DENNIS CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAHAR ZIV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LICHTEN | TREASURER/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KARRIE FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANNE DEXTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEE DEE CHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| APRIL EDRINGTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS LUCEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| JEREMIAH MURPHY | VICE-CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY STRAUB | CLERK/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GEOERGE WHITE | CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN G SIMON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 23 people listed · 8 paid, $2.8M · 133 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EUGENE FOLEY | PRESIDENT & CEO | 40 | $755,399 | $0 | $54,135 | $809,534 | 1 |
| CRAIG LEONARD | EXECUTIVE VP & CHIEF FINANCIAL OFFICER | 40 | $322,446 | $0 | $53,992 | $376,438 | 2 |
| THOMAS MONTILLI | EVP & CHIEF EXPERIENCE OFFICER | 40 | $239,228 | $0 | $47,999 | $287,227 | 1 |
| SHARON CUMMINGS | MORTGAGE LOAN ORIGINATOR | 40 | $251,571 | $0 | $31,243 | $282,814 | 1 |
| HELEN LASKARIS | MORTGAGE LOAN ORIGINATOR | 40 | $246,550 | $0 | $31,161 | $277,711 | 1 |
| PETER BUCHANAN | SVP, REAL ESTATE LENDING | 40 | $209,182 | $0 | $44,090 | $253,272 | 1 |
| JOHN DEGNAN | SVP, OPERATIONS | 40 | $206,286 | $0 | $40,602 | $246,888 | 1 |
| PAUL CONNORS | AVP - DEPOSIT OPERATIONS | 40 | $193,470 | $0 | $38,870 | $232,340 | 1 |
| GUILLERMO BANCHIERE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARROWS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DENNIS CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAHAR ZIV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEE DEE CHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KARRIE FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANNE DEXTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LICHTEN | TREASURER/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| APRIL EDRINGTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS LUCEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| JEREMIAH MURPHY | VICE-CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JASON LUKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY STRAUB | CLERK/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GEOERGE WHITE | CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN G SIMON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 23 people listed · 8 paid, $2.4M · 123 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EUGENE J FOLEY | PRESIDENT AND CEO | 40 | $509,393 | $0 | $58,890 | $568,283 | 1 |
| CRAIG LEONARD | EVP & CFO | 40 | $280,157 | $0 | $55,171 | $335,328 | 2 |
| SHARON CUMMINGS | MORTGAGE LOAN ORIGINATOR | 40 | $240,151 | $0 | $34,013 | $274,164 | 1 |
| THOMAS MONTILLI | CHIEF MKTG & RETAIL OFFICE | 40 | $220,447 | $0 | $48,572 | $269,019 | 1 |
| PETER BUCHANAN | SVP, REAL ESTATE LENDING | 40 | $194,700 | $0 | $44,856 | $239,556 | 1 |
| JOHN DEGNAN | SVP, OPERATION | 40 | $193,720 | $0 | $45,125 | $238,845 | 1 |
| THOMAS MURPHY | SVP, CONSUMER LENDING | 40 | $190,298 | $0 | $45,376 | $235,674 | 1 |
| HELEN LASKARIS | MORTGAGE LOAN ORIGINATOR | 40 | $197,716 | $0 | $32,621 | $230,337 | 1 |
| GUILLERMO BANCHIERE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARROWS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DENNIS CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAHAR ZIV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEE DEE CHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KARRIE FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANN DEXTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LICHTEN | TREASURER/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| APRIL EDRINGTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS LUCEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| JEREMIAH MURPHY | VICE-CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JASON LUKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY STRAUB | CLERK/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE WHITE | CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN G SIMON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 24 people listed · 8 paid, $2.3M · 106 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EUGENE J FOLEY | PRESIDENT AND CEO | 40 | $487,491 | $0 | $52,351 | $539,842 | 1 |
| CRAIG LEONARD | EVP & CFO | 40 | $266,500 | $0 | $48,492 | $314,992 | 2 |
| MICHAEL LEVINE | MORTGAGE LOAN ORIGINATOR | 40 | $253,942 | $0 | $29,621 | $283,563 | 1 |
| THOMAS MONTILLI | CHIEF MKTG & RETAIL OFFICE | 40 | $214,200 | $0 | $41,987 | $256,187 | 1 |
| SHARON CUMMINGS | MORTGAGE LOAN ORIGINATOR | 40 | $212,698 | $0 | $29,079 | $241,777 | 1 |
| THOMAS MURPHY | SVP, CONSUMER LENDING | 40 | $185,400 | $0 | $38,292 | $223,692 | 1 |
| JOHN DEGNAN | SVP, OPERATION | 40 | $182,160 | $0 | $37,876 | $220,036 | 1 |
| PETER BUCHANAN | SVP, REAL ESTATE LENDING | 40 | $182,160 | $0 | $37,876 | $220,036 | 1 |
| AMARTYA RAY | DIRECTOR (TERM ENDED MAR. 2017) | 1 | $0 | $0 | $0 | $0 | 1 |
| GUILLERMO BANCHIERE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARROWS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DENNIS CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAHAR ZIV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DEE DEE CHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KARRIE FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANN DEXTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN LICHTEN | TREASURER/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| APRIL EDRINGTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS LUCEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| JEREMIAH MURPHY | VICE-CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JASON LUKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY STRAUB | CLERK/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE WHITE | CHAIRMAN/DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SUSAN G SIMON | DIRECTOR (AS OF APR. 2017) | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 23 people listed · 8 paid, $1.9M · 93 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene J Foley | President and CEO | 40 | $461,329 | $0 | $51,283 | $512,612 | 1 |
| Craig Leonard | EVP & CFO | 40 | $254,678 | $0 | $46,765 | $301,443 | 2 |
| Thomas Murphy | SVP, Consumer Lending | 40 | $179,598 | $0 | $37,203 | $216,801 | 1 |
| John Degnan | SVP, Operation | 40 | $164,147 | $0 | $35,255 | $199,402 | 1 |
| Peter Buchanan | SVP, Real Estate Lending | 40 | $164,147 | $0 | $35,255 | $199,402 | 1 |
| Michael Levine | Mortgage Loan Originator | 40 | $128,726 | $0 | $29,021 | $157,747 | 1 |
| TANISE ADAMS-WADE | CONTROLLER | 40 | $119,054 | $0 | $29,683 | $148,737 | 1 |
| Thomas Montilli | Chief Mktg & Retail officer | 40 | $97,403 | $0 | $26,455 | $123,858 | 1 |
| Guillermo Banchiere | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Ann Dexter | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Shahar Ziv | director | 1 | $0 | $0 | $0 | $0 | 1 |
| James Barrows | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karrie Ford | director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lichten | Treasurer/director | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas Lucey | director | 1 | $0 | $0 | $0 | $0 | 4 |
| Jerremiah Murphy | vice-chairman/director | 1 | $0 | $0 | $0 | $0 | 1 |
| Jason Luke | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mary Straub | clerk/director | 1 | $0 | $0 | $0 | $0 | 1 |
| George White | chairman/director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dee Dee Chen | director | 1 | $0 | $0 | $0 | $0 | 1 |
| April Edrington | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Amartya Ray | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dennis Campbell | director | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 23 people listed · 8 paid, $1.8M · 82 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene J Foley | President and CEO | 40 | $439,452 | $0 | $53,083 | $492,535 | 1 |
| Craig Leonard | EVP & CFO | 40 | $243,792 | $0 | $46,212 | $290,004 | 2 |
| Cheryl Gorman thru 92015 | EVP, Retail Services | 40 | $175,302 | $0 | $37,194 | $212,496 | 1 |
| Thomas Murphy | VP, Consumer Lending | 40 | $158,526 | $0 | $34,949 | $193,475 | 1 |
| Michael Levine | Mortgage Loan Originator | 40 | $135,802 | $0 | $32,359 | $168,161 | 1 |
| Peter Buchanan | VP, Real Estate Lending | 40 | $133,415 | $0 | $31,474 | $164,889 | 1 |
| John Degnan | VP, Operation | 40 | $132,536 | $0 | $31,348 | $163,884 | 1 |
| JAson DeAngelo | director of IT | 40 | $113,562 | $0 | $25,517 | $139,079 | 1 |
| Guillermo Banchiere | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Ann Dexter | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Doctoroff | director | 1 | $0 | $0 | $0 | $0 | 1 |
| James Barrows | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karrie Ford | director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lichten | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas Lucey | director | 1 | $0 | $0 | $0 | $0 | 4 |
| Jerremiah Murphy | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Jason Luke | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mary Straub | director | 1 | $0 | $0 | $0 | $0 | 1 |
| George White | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dee Dee Chen | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Cheryl Hutt | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Edington | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dennis Campbell | director | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 23 people listed · 8 paid, $1.7M · 80 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene J Foley | President and CEO | 40 | $372,391 | $0 | $76,730 | $449,121 | 1 |
| Craig Leonard | EVP & CFO | 40 | $224,646 | $0 | $48,193 | $272,839 | 2 |
| Cheryl Gorman | EVP, Retail Services | 40 | $189,874 | $0 | $41,321 | $231,195 | 1 |
| Thomas Murphy | VP, Consumer Lending | 40 | $128,706 | $0 | $30,181 | $158,887 | 1 |
| Thomas Montilli | VP, Marketing | 40 | $126,892 | $0 | $27,834 | $154,726 | 1 |
| Peter Buchanan | VP, Real Estate Lending | 40 | $121,897 | $0 | $27,303 | $149,200 | 1 |
| John Degnan | VP, Operation | 40 | $121,865 | $0 | $27,295 | $149,160 | 1 |
| JAson DeAngelo | director of IT | 40 | $110,419 | $0 | $25,157 | $135,576 | 1 |
| Guillermo Banchiere | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Deberio | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Doctoroff | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Emde | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karrie Ford | director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lichten | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas Lucey | director | 1 | $0 | $0 | $0 | $0 | 4 |
| Jerremiah Murphy | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Jason Luke | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mary Straub | director | 1 | $0 | $0 | $0 | $0 | 1 |
| George White | director | 1 | $0 | $0 | $0 | $0 | 1 |
| William Murphy | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Cheryl Hutt | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Edington | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dennis Campbell | director | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 23 people listed · 8 paid, $1.7M · 81 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene J Foley | President and CEO | 45 | $366,599 | $0 | $80,336 | $446,935 | 1 |
| Craig Leonard | EVP & CFO | 45 | $219,697 | $0 | $49,827 | $269,524 | 2 |
| Cheryl Gorman | EVP, Retail Services | 42 | $193,872 | $0 | $43,970 | $237,842 | 1 |
| Peter Buchanan | Vp, Lending | 40 | $121,850 | $0 | $27,636 | $149,486 | 1 |
| Thomas Montilli | VP, Marketing | 40 | $121,697 | $0 | $27,601 | $149,298 | 1 |
| John Degnan | VP, Operation | 40 | $116,960 | $0 | $26,527 | $143,487 | 1 |
| Thomas Murphy | Director of student services | 40 | $114,939 | $0 | $26,068 | $141,007 | 1 |
| Michael Levine | Mortgage Originator | 40 | $104,963 | $0 | $23,806 | $128,769 | 1 |
| Guillermo Banchiere | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Deberio | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Doctoroff | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Emde | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Feldman | director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lichten | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas Lucey | director | 1 | $0 | $0 | $0 | $0 | 4 |
| Jerremiah Murphy | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen King | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mary Straub | director | 1 | $0 | $0 | $0 | $0 | 1 |
| George White | director | 1 | $0 | $0 | $0 | $0 | 1 |
| William Murphy | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Cheryl Hutt | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mark Edington | director | 1 | $0 | $0 | $0 | $0 | 1 |
| Dennis Campbell | director | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 20 people listed · 6 paid, $1.3M · 69 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene J Foley | President and CEO | 45 | $317,837 | $0 | $64,452 | $382,289 | 1 |
| Craig Leonard | Executive VP/CFO | 45 | $213,676 | $0 | $42,285 | $255,961 | 2 |
| Cheryl Gorman | Executive VP, Retail Services | 42 | $194,251 | $0 | $38,441 | $232,692 | 1 |
| John Degnan | Vice President, Operations | 40 | $120,875 | $0 | $25,139 | $146,014 | 1 |
| Peter Buchanan | Vice President, Lending | 40 | $120,739 | $0 | $25,108 | $145,847 | 1 |
| Tom Montilli | Vice President Marketing | 40 | $108,388 | $0 | $22,559 | $130,947 | 1 |
| Guillermo Banchiere | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Deberio | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Joseph DeCristoforo | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Doctoroff | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Emde | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Feldman | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lichten | Board of Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Thomas Lucey | Board of Director | 1 | $0 | $0 | $0 | $0 | 4 |
| Jerremiah Murphy | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen King | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mary Straub | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Marie Trottier | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| George White | Board of Director | 2 | $0 | $0 | $0 | $0 | 1 |
| William Murphy | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 21 people listed · 6 paid, $1.4M · 66 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene J Foley | President and CEO | 45 | $307,356 | $0 | $87,641 | $394,997 | 1 |
| Craig Leonard | Executive VP/CFO | 45 | $209,487 | $0 | $57,977 | $267,464 | 2 |
| Cheryl Gorman | Executive VP, Retail Services | 42 | $190,442 | $0 | $52,706 | $243,148 | 1 |
| John Degnan | Vice President, Operations | 40 | $118,509 | $0 | $34,791 | $153,300 | 1 |
| Peter Buchanan | Vice President, Lending | 40 | $118,376 | $0 | $34,748 | $153,124 | 1 |
| Tom Montilli | Vice President Marketing | 40 | $114,899 | $0 | $34,035 | $148,934 | 1 |
| Guillermo Banchiere | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Deberio | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Joseph DeCristoforo | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Doctoroff | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Emde | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Feldman | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lichten | Board of Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Thomas Lucey | Board of Director | 1 | $0 | $0 | $0 | $0 | 4 |
| Jerremiah Murphy | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Chris Schumann | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Stephen King | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mary Straub | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Marie Trottier | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| George White | Board of Director | 2 | $0 | $0 | $0 | $0 | 1 |
| William Murphy | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 21 people listed · 6 paid, $1.2M · 63 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Eugene J Foley | President and CEO | 45 | $299,450 | $0 | $80,332 | $379,782 | 1 |
| Craig Leonard | Executive VP/CFO | 45 | $169,846 | $0 | $48,583 | $218,429 | 2 |
| Cheryl Gorman | Executive VP, Retail Services | 45 | $147,899 | $0 | $45,257 | $193,156 | 1 |
| John Degnan | Vice President, Operations | 40 | $101,237 | $0 | $48,583 | $149,820 | 1 |
| Tom Montilli | Vice President Marketing | 40 | $101,424 | $0 | $31,036 | $132,460 | 1 |
| Peter Buchanan | Vice President, Lending | 40 | $101,106 | $0 | $30,938 | $132,044 | 1 |
| Guillermo Banchiere | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Karen Deberio | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Joseph DeCristoforo | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Doctoroff | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Emde | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Edward Feldman | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| John Lichten | Board of Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Thomas Lucey | Board of Director | 1 | $0 | $0 | $0 | $0 | 4 |
| Jerremiah Murphy | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Chris Schumann | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Eileen Sullivan | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Mary Straub | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Marie Trottier | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
| George White | Board of Director | 2 | $0 | $0 | $0 | $0 | 1 |
| William Murphy | Board of Director | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2023 · 10 contractors · $10.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | DATA PROCESSING | $3,542,676 |
| PSCU | ST PETERSBURG, FL | DATA PROCESSING | $1,570,301 |
| FISERV | GRAPEVINE, TX | DATA PROCESSING | $1,487,199 |
| FISERV | GRAPEVINE, TX | DATA PROCESSING | $931,481 |
| ALKAMI TECHNOLOGY | DALLAS, TX | DATA PROCESSING | $882,074 |
| CAMPUS DOOR HOLDINGS INC | CHARLOTTE, NC | STUDENT LOAN ORIGINATION | $536,149 |
| UNIVERSITY ACCOUNTING SERVICE LLC | BROOKFIELD, WI | ACCOUNTING | $391,402 |
| ALKAMI TECHNOLOGY | DALLAS, TX | DATA PROCESSING | $383,619 |
| ADRENALINE LLC | PORTSMOUTH, NH | BUILD BRAND PLATFORM | $372,530 |
| UNIVERSITY ACCOUNTING SERVICE LLC | BROOKFIELD, WI | STUDENT LOAN PROCESSING | $217,222 |
2022 · 5 contractors · $6.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | DATA PROCESSING | $3,388,134 |
| FISERV | GRAPEVINE, TX | DATA PROCESSING | $1,228,975 |
| ALKAMI TECHNOLOGY | DALLAS, TX | DATA PROCESSING | $888,734 |
| NATIONAL CREDIT UNION ADMINISTRATION | ST LOUIS, MO | DEPOSIT INSURANCE PREMIUMS | $428,418 |
| CAMPUS DOOR HOLDINGS INC | CHARLOTTE, NC | STUDENT LOAN ORIGINATION | $425,484 |
2021 · 5 contractors · $6.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | DATA PROCESSING | $3,158,797 |
| FISERV | GRAPEVINE, TX | DATA PROCESSING | $1,301,764 |
| NATIONAL CREDIT UNION ADMINISTRATION | ST LOUIS, MO | DEPOSIT INSURANCE PREMIUMS | $880,106 |
| ALKAMNI TECHNOLOGY | DALLAS, TX | DATA PROCESSING | $618,011 |
| DIEBOLD NIXDORF INCORPORATED | PITTSBURGH, PA | ATM SERVICING | $383,630 |
2020 · 5 contractors · $4.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | DATA PROCESSING | $1,992,043 |
| FISERV | GRAPEVINE, TX | DATA PROCESSING | $1,377,538 |
| ALKAMNI TECHNOLOGY | DALLAS, TX | DATA PROCESSING | $668,193 |
| CAMPUS DOOR | CHARLOTTE, NC | STUDENT LOAN PROCESSING | $402,170 |
| DIEBOLD NIXDORF INC | PITTSBURGH, PA | ATM SERVICES | $343,161 |
2019 · 5 contractors · $6.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | DATA PROCESSING | $2,959,661 |
| FISERV | GRAPEVINE, TX | DATA PROCESSING | $1,654,541 |
| CULEARN LLC | APPLETON, WI | DATA PROCESSING | $868,433 |
| NEXT STEP INTERNATIONAL INC | ORLANDO, FL | IT SERVICES | $364,553 |
| Q2 SOFTWARE INC | DALLAS, TX | ONLINE BANKING | $361,652 |
2018 · 5 contractors · $6.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | DATA PROCESSING | $3,012,140 |
| FISERV | GRAPEVINE, TX | DATA PROCESSING | $1,853,690 |
| RED THREAD SPACES LLC | BOSTON, MA | RENOVATION | $833,385 |
| CULEARN LLC | APPLETON, WI | STUDENT LOAN PROCESSING | $584,474 |
| NEOSCOPE LLC | PORTSMOUTH, NH | IT SERVICES | $379,558 |
2017 · 5 contractors · $3.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | DATA PROCESSING | $1,943,620 |
| FISERV | TITUSVILLE, FL | DATA PROCESSING | $1,146,553 |
| NATIONAL CREDIT UNION ADMINISTRATION | ST LOUIS, MO | INSURANCE | $353,373 |
| Q2BANKING | DALLAS, TX | ONLINE BANKING SVCS | $273,383 |
| DIEBOLD | PITTSBURGH, PA | ATM SERVICES | $222,973 |
2016 · 5 contractors · $4.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | data processing | $2,532,470 |
| fiserv | TITUSVILLE, FL | data processing | $1,152,670 |
| Q2banking | DALLAS, TX | online banking svcs | $286,272 |
| National Credit Union Administratio | ST LOUIS, MO | Insurance | $275,704 |
| DIEBOLD | PITTSBURGH, PA | ATM SERVICES | $220,523 |
2015 · 5 contractors · $4.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | data processing | $1,914,803 |
| DEI Incorporated | CINCINNATI, OH | Construction | $1,312,406 |
| fiserv | TITUSVILLE, FL | data processing | $1,029,154 |
| Q2banking | DALLAS, TX | online banking svcs | $262,992 |
| National Credit Union Administratio | ST LOUIS, MO | Insurance | $219,490 |
2014 · 5 contractors · $3.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | data processing | $1,689,495 |
| fiserv | TITUSVILLE, FL | data processing | $954,113 |
| Diebold | PITTSBURGH, PA | ATM Services | $207,041 |
| National Credit Union Administratio | ST LOUIS, MO | Insurance | $195,508 |
| Q2banking | DALLAS, TX | online banking svcs | $160,182 |
2013 · 5 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | data processing | $1,295,633 | |
| fiserv | data processing | $832,458 | |
| National Credit Union Administratio | Insurance | $301,898 | |
| Diebold | ATM Services | $278,028 | |
| RPM | printing services | $119,923 |
2012 · 5 contractors · $5.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Harvard University | Cambridge, MA | HU Salaries | $3,251,135 |
| PSCU | Saint Petersburg, FL | Electronic services- Credit, Debit, Internet Banking | $787,998 |
| National Credit Union Administration | St Lousi, MO | Insurance | $526,211 |
| Eliot Square LTD Partnership | Boston, MA | Lease | $491,915 |
| Fi-Serv Information Systems | Titusville, FL | Main Processor | $413,171 |
2011 · 5 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| National Credit Union Administration | St Lousi, MO | Insurance | $1,052,679 |
| PSCU | Saint Petersburg, FL | Electronic services- Credit, Debit, Internet Banking | $907,414 |
| Fi-Serv Information Systems | Titusville, FL | Main Processor | $746,534 |
| CU Student Choice Partners LLC | Washington, DC | Service our student loans | $325,060 |
| DEI | Cincinnati, OH | Renovations | $228,484 |
2010 · 1 contractor · $323K
| Name | Location | Service | Paid |
|---|---|---|---|
| CU Student Choice Partners LLC | Washington, DC | Service our student loans | $323,373 |
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.
2023 · 9 grants to organizations · $123K
Listed grants add up to $122,772; the return's “grants paid” expense line says $225,008. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 8 grants to organizations · $114K
Listed grants add up to $114,093; the return's “grants paid” expense line says $156,755. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 11 grants to organizations · $151K
Listed grants add up to $151,150; the return's “grants paid” expense line says $225,484. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 10 grants to organizations · $143K
Listed grants add up to $143,000; the return's “grants paid” expense line says $172,850. 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2023 · Form 990 | ||||||||
| $24,885,772 | $24,806,832 | $0 | $0 | $0 | $23,632,130 | $1,449,699 | 162 | 15 |
| 2023 · Form 990 | ||||||||
| $53,971,563 | $50,624,656 | $1,212,810,381 | $96,983,548 | $0 | $50,715,637 | $902,212 | 162 | 15 |
| 2022 · Form 990 | ||||||||
| $44,999,109 | $36,335,706 | $1,145,537,469 | $88,973,397 | $0 | $41,140,375 | $885,885 | 169 | 15 |
| 2021 · Form 990 | ||||||||
| $42,695,601 | $33,579,956 | $1,037,994,144 | $87,769,902 | $0 | $36,887,045 | $1,045,538 | 155 | 15 |
| 2020 · Form 990 | ||||||||
| $43,073,837 | $35,107,979 | $936,760,234 | $79,993,293 | $0 | $34,877,413 | $1,553,304 | 126 | 15 |
| 2019 · Form 990 | ||||||||
| $41,742,454 | $34,869,443 | $815,945,301 | $71,407,635 | $0 | $37,345,605 | $1,317,073 | 133 | 15 |
| 2018 · Form 990 | ||||||||
| $35,466,964 | $28,914,790 | $732,242,446 | $64,228,914 | $0 | $33,200,229 | $1,009,997 | 123 | 15 |
| 2017 · Form 990 | ||||||||
| $31,659,967 | $24,177,667 | $635,007,152 | $57,654,761 | $0 | $28,746,264 | $968,181 | 106 | 15 |
| 2016 · Form 990 | ||||||||
| $27,087,633 | $21,650,496 | $572,272,714 | $50,384,680 | $0 | $24,301,518 | $813,411 | 93 | 15 |
| 2015 · Form 990 | ||||||||
| $24,060,816 | $19,760,768 | $515,925,030 | $44,796,555 | $0 | $21,855,676 | $858,546 | 82 | 15 |
| 2014 · Form 990 | ||||||||
| $21,905,172 | $18,491,270 | $476,444,131 | $40,645,745 | $0 | $20,220,167 | $786,911 | 80 | 15 |
| 2013 · Form 990 | ||||||||
| $19,955,979 | $17,339,753 | $442,774,315 | $36,910,017 | $0 | $18,093,339 | $767,784 | 81 | - |
| 2012 · Form 990 | ||||||||
| $19,728,927 | $17,167,860 | $415,027,474 | $35,585,499 | $0 | $18,608,785 | $1,293,750 | 69 | 0 |
| 2011 · Form 990 | ||||||||
| $18,353,066 | $16,313,013 | $384,677,354 | $32,843,109 | $0 | $17,476,205 | $1,059,069 | 66 | 0 |
| 2010 · Form 990 | ||||||||
| $17,642,537 | $16,400,527 | $349,771,484 | $30,127,501 | $0 | $17,042,853 | $920,962 | 63 | 0 |
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.
- HARVARD SQUARE BUSINESS ASSOCIATION INC Cambridge, MA · 1 person in common (Craig Leonard)
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 (37)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ILWU FEDERAL CREDIT UNION | CA | Not reported | $16,210,365 | $13,029,841 | PRESIDENT & CEO | $309,226 | Similar name, revenue within 2x |
| MULTIPLI FEDERAL CREDIT UNION | MO | Not reported | $29,456,576 | $24,898,890 | PRESIDENT/CEO | $792,047 | Similar name, revenue within 2x |
| ROCK VALLEY FEDERAL CREDIT UNION | IL | W61 | $13,398,265 | $11,830,953 | CEO | $267,424 | Similar name, revenue within 2x |
| SOUTHEASTERN FEDERAL CREDIT UNION | GA | W61 | $27,178,024 | $22,460,203 | PRESIDENT/CEO | $337,030 | Similar name, revenue within 2x |
| HAR-CO CREDIT UNION | MD | Not reported | $13,335,704 | $11,641,525 | PRESIDENT/CEO | $385,255 | Similar name, revenue within 2x |
| NORTHERN FEDERAL CREDIT UNION | NY | W61 | $43,569,599 | $41,961,934 | CEO | $698,799 | Similar name, revenue within 2x |
| ENVISTA FEDERAL CREDIT UNION | KS | Not reported | $31,503,996 | $26,613,995 | CHIEF FINANCIAL OFFICER | $473,101 | Similar name, revenue within 2x |
| ALLEGIANCE FEDERAL CREDIT UNION | OK | W61 | $16,187,363 | $13,994,491 | CEOPRESIDENT | $331,194 | Similar name, revenue within 2x |
| TOPLINE FEDERAL CREDIT UNION | MN | W61 | $55,551,236 | $49,143,543 | CEO | $490,607 | Similar name, revenue within 5x |
| LIGHTHOUSE FEDERAL CREDIT UNION | NH | Not reported | $78,609,434 | $73,523,184 | PRESIDENT/CEO | $967,541 | Similar name, revenue within 5x |
| BEST REWARD FEDERAL CREDIT UNION | OH | Not reported | $2,716,261 | $2,695,801 | PRESIDENT/CE | $99,338 | Similar name, revenue within 10x |
| BAYPORT FEDERAL CREDIT UNION | VA | Not reported | $185,859,609 | $169,659,562 | PRESIDENT/CEO | $590,567 | Similar name, revenue within 10x |
| TTCU FEDERAL CREDIT UNION | OK | Not reported | $133,134,876 | $108,346,459 | PRESIDENT & CEO | $943,113 | Similar name, revenue within 10x |
| WORKERS FEDERAL CREDIT UNION | MA | W61 | $1,210,709 | $1,171,561 | DIRECTOR | $0 | Similar name, revenue differs more than 10x, same state |
| ECM FEDERAL CREDIT UNION | MS | Not reported | $632,250 | $501,697 | MANAGER | $114,637 | Similar name, revenue differs more than 10x |
| FEDERAL EMPLOYEES CREDIT UNION | IA | Not reported | $380,416 | $695,470 | OFFICER | $36,227 | Similar name, revenue differs more than 10x |
| CCE FEDERAL CREDIT UNION | ND | Not reported | $407,349 | $398,372 | Director | $0 | Similar name, revenue differs more than 10x |
| VIRGINIA FEDERAL CREDIT UNION | VA | Not reported | $341,774,027 | $319,471,859 | PRESIDENT/CEO | $1,453,790 | Similar name, revenue differs more than 10x |
| HUDSON VALLEY FEDERAL CREDIT UNION | NY | W61 | $424,102,190 | $402,019,294 | PRESIDENT CHIEF EXECUTIVE | $3,853,561 | Similar name, revenue differs more than 10x |
| JC FEDERAL EMPLOYEES CREDIT UNION | MO | Not reported | $179,233 | $177,860 | MANAGER | $65,356 | Similar name, revenue differs more than 10x |
| FEDERAL EMPLOYEES CREDIT UNION | AL | Not reported | $1,229,033 | $1,205,660 | TREASURER/CE | $111,471 | Similar name, revenue differs more than 10x |
| HARVARD COMMUNITY CREDIT UNION | IL | Not reported | $1,463,306 | $1,662,748 | DIRECTOR/CU PRESIDENT | $96,740 | Similar name, revenue differs more than 10x |
| DC FEDERAL CREDIT UNION FOUNDATION | DC | P20 | $5 | - | EXECUTIVE DI | $0 | Similar name, revenue differs more than 10x |
| FEDCO CREDIT UNION | MO | Not reported | $264,365 | $220,529 | SECRETARY | $0 | Similar name, revenue differs more than 10x |
| LOUISVILLE FEDERAL CREDIT UNION | KY | Not reported | $1,392,143 | $1,200,783 | CEO | $152,025 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 37 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| AMAZONSMILE FOUNDATION | Private foundation | $176 | 4 | 1 | 2020–2023 | BLUE FEDERAL CREDIT UNION FOUNDATION |
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.
2023 · Form 990 · $24,806,832 spent · pay $6,709,163 · grants $89,436 · events $122,796
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $10,116,375 | - | - | - | 40.8% | |
| Other salaries and wages | $3,640,075 | - | - | - | 14.7% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,848,569 | - | - | - | 7.5% |
| Other employee benefits | $1,619,389 | - | - | - | 6.5% | |
| Information technology | $1,598,556 | - | - | - | 6.4% | |
| Pay: officers, directors, trustees, key employees | $1,449,699 | - | - | - | 5.8% | |
| Occupancy | $1,191,559 | - | - | - | 4.8% | |
| Other (as described) | PROVISION FOR LOSSES | $800,000 | - | - | - | 3.2% |
| Depreciation and depletion | $523,375 | - | - | - | 2.1% | |
| Advertising and promotion | $447,191 | - | - | - | 1.8% | |
| Office expenses | $320,265 | - | - | - | 1.3% | |
| Fees: other services | $284,278 | - | - | - | 1.1% | |
| Other (as described) | OTHER SERVICE CONTRACTS | $220,830 | - | - | - | 0.9% |
| Other (as described) | MISC EXPENSES | $219,963 | - | - | - | 0.9% |
| All other expenses | $191,577 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $122,796 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $74,436 | - | - | - | 0.3% | |
| Fees: accounting | $53,188 | - | - | - | 0.2% | |
| Insurance | $45,996 | - | - | - | 0.2% | |
| Fees: legal | $23,715 | - | - | - | 0.1% | |
| Grants to US individuals | $15,000 | - | - | - | 0.1% | |
| Total | $24,806,832 | 100% |
2023 · Form 990 · $50,624,656 spent · pay $15,807,113 · grants $135,572 · events $328,919
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $16,913,383 | - | - | - | 33.4% | |
| Other salaries and wages | $10,927,278 | - | - | - | 21.6% | |
| Information technology | $5,684,670 | - | - | - | 11.2% | |
| Other employee benefits | $3,977,623 | - | - | - | 7.9% | |
| Occupancy | $2,755,471 | - | - | - | 5.4% | |
| Other (as described) | PROVISION FOR LOSSES | $2,125,000 | - | - | - | 4.2% |
| Other (as described) | LOAN SERVICING EXPENSES | $1,998,195 | - | - | - | 3.9% |
| Depreciation and depletion | $1,194,215 | - | - | - | 2.4% | |
| Pay: officers, directors, trustees, key employees | $902,212 | - | - | - | 1.8% | |
| Office expenses | $883,063 | - | - | - | 1.7% | |
| Advertising and promotion | $847,439 | - | - | - | 1.7% | |
| Fees: other services | $641,511 | - | - | - | 1.3% | |
| Other (as described) | OTHER SERVICE CONTRACTS | $468,718 | - | - | - | 0.9% |
| All other expenses | $427,810 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $328,919 | - | - | - | 0.6% | |
| Other (as described) | CASH OVER/SHORT | $147,884 | - | - | - | 0.3% |
| Fees: accounting | $145,917 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $120,572 | - | - | - | 0.2% | |
| Insurance | $111,913 | - | - | - | 0.2% | |
| Grants to US individuals | $15,000 | - | - | - | 0.0% | |
| Fees: legal | $7,863 | - | - | - | 0.0% | |
| Total | $50,624,656 | 100% |
2022 · Form 990 · $36,335,706 spent · pay $15,621,438 · grants $156,755 · events $264,937
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $10,544,666 | - | - | - | 29.0% | |
| Interest | $5,355,084 | - | - | - | 14.7% | |
| Information technology | $5,052,148 | - | - | - | 13.9% | |
| Other employee benefits | $4,190,887 | - | - | - | 11.5% | |
| Occupancy | $2,550,821 | - | - | - | 7.0% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,770,702 | - | - | - | 4.9% |
| Depreciation and depletion | $1,105,895 | - | - | - | 3.0% | |
| Other (as described) | PROVISION FOR LOSSES | $925,000 | - | - | - | 2.5% |
| Pay: officers, directors, trustees, key employees | $885,885 | - | - | - | 2.4% | |
| Advertising and promotion | $861,510 | - | - | - | 2.4% | |
| Office expenses | $808,642 | - | - | - | 2.2% | |
| Fees: other services | $431,514 | - | - | - | 1.2% | |
| All other expenses | $407,102 | - | - | - | 1.1% | |
| Other (as described) | OTHER SERVICE CONTRACTS | $391,948 | - | - | - | 1.1% |
| Insurance | $331,930 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $264,937 | - | - | - | 0.7% | |
| Grants to US organizations and governments | $146,755 | - | - | - | 0.4% | |
| Fees: accounting | $139,150 | - | - | - | 0.4% | |
| Other (as described) | EQUIPMENT | $101,125 | - | - | - | 0.3% |
| Fees: legal | $60,005 | - | - | - | 0.2% | |
| Grants to US individuals | $10,000 | - | - | - | 0.0% | |
| Total | $36,335,706 | 100% |
2021 · Form 990 · $33,579,956 spent · pay $14,841,789 · grants $225,484 · events $94,104
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $9,894,790 | - | - | - | 29.5% | |
| Information technology | $4,186,232 | - | - | - | 12.5% | |
| Other employee benefits | $3,901,461 | - | - | - | 11.6% | |
| Interest | $3,848,065 | - | - | - | 11.5% | |
| Occupancy | $2,542,099 | - | - | - | 7.6% | |
| Other (as described) | PROVISION FOR LOSSES | $1,900,000 | - | - | - | 5.7% |
| Other (as described) | LOAN SERVICING EXPENSES | $1,791,967 | - | - | - | 5.3% |
| Pay: officers, directors, trustees, key employees | $1,045,538 | - | - | - | 3.1% | |
| Depreciation and depletion | $977,906 | - | - | - | 2.9% | |
| Office expenses | $703,941 | - | - | - | 2.1% | |
| Advertising and promotion | $691,884 | - | - | - | 2.1% | |
| Fees: other services | $461,956 | - | - | - | 1.4% | |
| All other expenses | $403,865 | - | - | - | 1.2% | |
| Insurance | $377,645 | - | - | - | 1.1% | |
| Other (as described) | OTHER SERVICE CONTRACTS | $264,110 | - | - | - | 0.8% |
| Grants to US organizations and governments | $215,484 | - | - | - | 0.6% | |
| Fees: accounting | $128,298 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $94,104 | - | - | - | 0.3% | |
| Other (as described) | EQUIPMENT | $90,411 | - | - | - | 0.3% |
| Fees: legal | $50,200 | - | - | - | 0.1% | |
| Grants to US individuals | $10,000 | - | - | - | 0.0% | |
| Total | $33,579,956 | 100% |
2020 · Form 990 · $35,107,979 spent · pay $13,587,038 · grants $172,850 · events $124,820
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $8,191,264 | - | - | - | 23.3% | |
| Interest | $5,635,567 | - | - | - | 16.1% | |
| Other (as described) | PROVISION FOR LOSSES | $3,925,000 | - | - | - | 11.2% |
| Information technology | $3,882,807 | - | - | - | 11.1% | |
| Other employee benefits | $3,842,470 | - | - | - | 10.9% | |
| Occupancy | $1,983,099 | - | - | - | 5.6% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,881,382 | - | - | - | 5.4% |
| Pay: officers, directors, trustees, key employees | $1,553,304 | - | - | - | 4.4% | |
| Depreciation and depletion | $919,120 | - | - | - | 2.6% | |
| Office expenses | $819,229 | - | - | - | 2.3% | |
| Advertising and promotion | $607,931 | - | - | - | 1.7% | |
| Fees: other services | $512,541 | - | - | - | 1.5% | |
| All other expenses | $380,284 | - | - | - | 1.1% | |
| Other (as described) | OTHER SERVICE CONTRACTS | $215,699 | - | - | - | 0.6% |
| Grants to US organizations and governments | $167,850 | - | - | - | 0.5% | |
| Insurance | $162,300 | - | - | - | 0.5% | |
| Fees: accounting | $138,127 | - | - | - | 0.4% | |
| Other (as described) | CASH OVER/SHORT | $134,480 | - | - | - | 0.4% |
| Conferences, conventions and meetings | $124,820 | - | - | - | 0.4% | |
| Fees: legal | $25,705 | - | - | - | 0.1% | |
| Grants to US individuals | $5,000 | - | - | - | 0.0% | |
| Total | $35,107,979 | 100% |
2019 · Form 990 · $34,869,443 spent · pay $13,890,377 · grants $5,000 · events $685,318
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $8,911,616 | - | - | - | 25.6% | |
| Interest | $6,617,078 | - | - | - | 19.0% | |
| Information technology | $3,876,994 | - | - | - | 11.1% | |
| Other employee benefits | $3,661,688 | - | - | - | 10.5% | |
| Other (as described) | PROVISION FOR LOSSES | $2,470,000 | - | - | - | 7.1% |
| Occupancy | $1,789,939 | - | - | - | 5.1% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,335,306 | - | - | - | 3.8% |
| Pay: officers, directors, trustees, key employees | $1,317,073 | - | - | - | 3.8% | |
| Depreciation and depletion | $789,294 | - | - | - | 2.3% | |
| Office expenses | $783,209 | - | - | - | 2.2% | |
| Conferences, conventions and meetings | $685,318 | - | - | - | 2.0% | |
| Advertising and promotion | $657,587 | - | - | - | 1.9% | |
| Fees: other services | $620,096 | - | - | - | 1.8% | |
| All other expenses | $588,428 | - | - | - | 1.7% | |
| Other (as described) | OTHER EXPENSES | $214,900 | - | - | - | 0.6% |
| Other (as described) | OTHER SERVICE CONTRACTS | $210,646 | - | - | - | 0.6% |
| Insurance | $170,211 | - | - | - | 0.5% | |
| Fees: accounting | $112,704 | - | - | - | 0.3% | |
| Fees: legal | $52,356 | - | - | - | 0.2% | |
| Grants to US individuals | $5,000 | - | - | - | 0.0% | |
| Total | $34,869,443 | 100% |
2018 · Form 990 · $28,914,790 spent · pay $11,936,680 · grants $5,000 · events $305,195
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $7,821,062 | - | - | - | 27.0% | |
| Information technology | $3,866,361 | - | - | - | 13.4% | |
| Interest | $3,431,532 | - | - | - | 11.9% | |
| Other employee benefits | $3,105,621 | - | - | - | 10.7% | |
| Other (as described) | PROVISION FOR LOSSES | $2,220,000 | - | - | - | 7.7% |
| Occupancy | $1,809,665 | - | - | - | 6.3% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,461,201 | - | - | - | 5.1% |
| Pay: officers, directors, trustees, key employees | $1,009,997 | - | - | - | 3.5% | |
| Other (as described) | OTHER EXPENSES | $815,928 | - | - | - | 2.8% |
| Office expenses | $752,604 | - | - | - | 2.6% | |
| Depreciation and depletion | $696,967 | - | - | - | 2.4% | |
| Fees: other services | $548,165 | - | - | - | 1.9% | |
| Advertising and promotion | $536,509 | - | - | - | 1.9% | |
| Conferences, conventions and meetings | $305,195 | - | - | - | 1.1% | |
| Insurance | $137,508 | - | - | - | 0.5% | |
| Fees: accounting | $123,714 | - | - | - | 0.4% | |
| Fees: legal | $109,635 | - | - | - | 0.4% | |
| Other (as described) | CASH OVER/SHORT | $92,561 | - | - | - | 0.3% |
| All other expenses | $65,565 | - | - | - | 0.2% | |
| Grants to US individuals | $5,000 | - | - | - | 0.0% | |
| Total | $28,914,790 | 100% |
2017 · Form 990 · $24,177,667 spent · pay $10,445,704 · grants $5,000 · events $217,705
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $6,708,073 | - | - | - | 27.7% | |
| Other employee benefits | $2,769,450 | - | - | - | 11.5% | |
| Information technology | $2,275,271 | - | - | - | 9.4% | |
| Occupancy | $2,028,184 | - | - | - | 8.4% | |
| Interest | $1,889,069 | - | - | - | 7.8% | |
| Other (as described) | PROVISION FOR LOSSES | $1,485,000 | - | - | - | 6.1% |
| Other (as described) | LOAN SERVICING EXPENSES | $1,145,803 | - | - | - | 4.7% |
| Other (as described) | TRANSACTION FEES | $1,058,147 | - | - | - | 4.4% |
| Pay: officers, directors, trustees, key employees | $968,181 | - | - | - | 4.0% | |
| Office expenses | $716,190 | - | - | - | 3.0% | |
| Other (as described) | OTHER EXPENSES | $633,003 | - | - | - | 2.6% |
| Depreciation and depletion | $571,685 | - | - | - | 2.4% | |
| Advertising and promotion | $558,447 | - | - | - | 2.3% | |
| All other expenses | $547,792 | - | - | - | 2.3% | |
| Fees: other services | $412,348 | - | - | - | 1.7% | |
| Conferences, conventions and meetings | $217,705 | - | - | - | 0.9% | |
| Fees: accounting | $97,080 | - | - | - | 0.4% | |
| Insurance | $67,173 | - | - | - | 0.3% | |
| Fees: legal | $24,066 | - | - | - | 0.1% | |
| Grants to US individuals | $5,000 | - | - | - | 0.0% | |
| Total | $24,177,667 | 100% |
2016 · Form 990 · $21,650,496 spent · pay $8,898,225 · grants $0 · events $162,371
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $5,760,649 | - | - | - | 26.6% | |
| Information technology | $2,347,442 | - | - | - | 10.8% | |
| Other employee benefits | $2,324,165 | - | - | - | 10.7% | |
| Occupancy | $1,935,329 | - | - | - | 8.9% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,368,502 | - | - | - | 6.3% |
| Interest | $1,170,348 | - | - | - | 5.4% | |
| Other (as described) | PROVISION FOR LOSSES | $1,140,000 | - | - | - | 5.3% |
| Other (as described) | TRANSACTION FEES | $1,008,614 | - | - | - | 4.7% |
| All other expenses | $834,247 | - | - | - | 3.9% | |
| Pay: officers, directors, trustees, key employees | $813,411 | - | - | - | 3.8% | |
| Office expenses | $711,535 | - | - | - | 3.3% | |
| Depreciation and depletion | $502,485 | - | - | - | 2.3% | |
| Advertising and promotion | $495,827 | - | - | - | 2.3% | |
| Fees: other services | $449,755 | - | - | - | 2.1% | |
| Other (as described) | VIFI HOME BANKING | $385,390 | - | - | - | 1.8% |
| Conferences, conventions and meetings | $162,371 | - | - | - | 0.7% | |
| Insurance | $120,004 | - | - | - | 0.6% | |
| Fees: accounting | $101,545 | - | - | - | 0.5% | |
| Fees: legal | $18,877 | - | - | - | 0.1% | |
| Total | $21,650,496 | 100% |
2015 · Form 990 · $19,760,768 spent · pay $7,830,241 · grants $0 · events $136,225
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $4,890,505 | - | - | - | 24.7% | |
| Information technology | $2,261,344 | - | - | - | 11.4% | |
| Occupancy | $2,137,219 | - | - | - | 10.8% | |
| Other employee benefits | $2,081,190 | - | - | - | 10.5% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,090,953 | - | - | - | 5.5% |
| Interest | $1,039,748 | - | - | - | 5.3% | |
| Other (as described) | TRANSACTION FEES | $979,750 | - | - | - | 5.0% |
| Other (as described) | PROVISION FOR LOSSES | $940,000 | - | - | - | 4.8% |
| Pay: officers, directors, trustees, key employees | $858,546 | - | - | - | 4.3% | |
| All other expenses | $739,238 | - | - | - | 3.7% | |
| Office expenses | $693,330 | - | - | - | 3.5% | |
| Advertising and promotion | $516,281 | - | - | - | 2.6% | |
| Depreciation and depletion | $452,313 | - | - | - | 2.3% | |
| Other (as described) | VIFI HOME BANKING | $382,058 | - | - | - | 1.9% |
| Fees: other services | $311,812 | - | - | - | 1.6% | |
| Insurance | $151,167 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $136,225 | - | - | - | 0.7% | |
| Fees: accounting | $94,760 | - | - | - | 0.5% | |
| Fees: legal | $4,329 | - | - | - | 0.0% | |
| Total | $19,760,768 | 100% |
2014 · Form 990 · $18,491,270 spent · pay $7,210,352 · grants $0 · events $171,725
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $4,445,363 | - | - | - | 24.0% | |
| Other (as described) | LOAN SERVICING EXPENSES | $2,232,222 | - | - | - | 12.1% |
| Other employee benefits | $1,978,078 | - | - | - | 10.7% | |
| Occupancy | $1,879,091 | - | - | - | 10.2% | |
| Other (as described) | PROVISION FOR LOSSES | $1,385,000 | - | - | - | 7.5% |
| Interest | $1,194,854 | - | - | - | 6.5% | |
| Other (as described) | TRANSACTION FEES | $947,097 | - | - | - | 5.1% |
| Pay: officers, directors, trustees, key employees | $786,911 | - | - | - | 4.3% | |
| Office expenses | $591,506 | - | - | - | 3.2% | |
| All other expenses | $556,528 | - | - | - | 3.0% | |
| Information technology | $501,514 | - | - | - | 2.7% | |
| Advertising and promotion | $493,692 | - | - | - | 2.7% | |
| Depreciation and depletion | $463,689 | - | - | - | 2.5% | |
| Other (as described) | VIFI HOME BANKING | $381,959 | - | - | - | 2.1% |
| Fees: other services | $240,005 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $171,725 | - | - | - | 0.9% | |
| Insurance | $140,847 | - | - | - | 0.8% | |
| Fees: accounting | $84,965 | - | - | - | 0.5% | |
| Fees: legal | $16,224 | - | - | - | 0.1% | |
| Total | $18,491,270 | 100% |
2013 · Form 990 · $17,339,753 spent · pay $6,987,313 · grants $0 · events $155,009
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $4,304,712 | - | - | - | 24.8% | |
| Other employee benefits | $1,914,817 | - | - | - | 11.0% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,668,412 | - | - | - | 9.6% |
| Occupancy | $1,598,855 | - | - | - | 9.2% | |
| Interest | $1,510,955 | - | - | - | 8.7% | |
| Other (as described) | PROVISION FOR LOSSES | $925,000 | - | - | - | 5.3% |
| Other (as described) | TRANSACTION FEES | $845,772 | - | - | - | 4.9% |
| Pay: officers, directors, trustees, key employees | $767,784 | - | - | - | 4.4% | |
| Depreciation and depletion | $736,206 | - | - | - | 4.2% | |
| Office expenses | $578,735 | - | - | - | 3.3% | |
| Information technology | $528,139 | - | - | - | 3.0% | |
| All other expenses | $521,152 | - | - | - | 3.0% | |
| Advertising and promotion | $504,735 | - | - | - | 2.9% | |
| Insurance | $373,789 | - | - | - | 2.2% | |
| Fees: other services | $251,224 | - | - | - | 1.4% | |
| Conferences, conventions and meetings | $155,009 | - | - | - | 0.9% | |
| Fees: accounting | $90,205 | - | - | - | 0.5% | |
| Other (as described) | DUES/PUBLICATIONS | $55,829 | - | - | - | 0.3% |
| Fees: legal | $8,423 | - | - | - | 0.0% | |
| Total | $17,339,753 | 100% |
2012 · Form 990 · $17,167,860 spent · pay $6,478,093 · grants $0 · events $99,461
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,669,342 | - | - | - | 21.4% | |
| Interest | $2,232,916 | - | - | - | 13.0% | |
| Office expenses | $2,098,622 | - | - | - | 12.2% | |
| Other employee benefits | $1,515,001 | - | - | - | 8.8% | |
| Other (as described) | Loan Servicing | $1,305,682 | - | - | - | 7.6% |
| Pay: officers, directors, trustees, key employees | $1,293,750 | - | - | - | 7.5% | |
| Occupancy | $1,155,722 | - | - | - | 6.7% | |
| Other (as described) | Loan Loss | $1,088,000 | - | - | - | 6.3% |
| Depreciation and depletion | $643,159 | - | - | - | 3.7% | |
| Advertising and promotion | $511,003 | - | - | - | 3.0% | |
| Information technology | $440,969 | - | - | - | 2.6% | |
| Insurance | $423,293 | - | - | - | 2.5% | |
| Other (as described) | Consulting Fees | $180,314 | - | - | - | 1.1% |
| Fees: other services | $152,853 | - | - | - | 0.9% | |
| Fees: accounting | $128,663 | - | - | - | 0.7% | |
| Conferences, conventions and meetings | $99,461 | - | - | - | 0.6% | |
| All other expenses | $98,338 | - | - | - | 0.6% | |
| Fees: legal | $91,821 | - | - | - | 0.5% | |
| Other (as described) | Chapter Dues | $38,951 | - | - | - | 0.2% |
| Total | $17,167,860 | 100% |
2011 · Form 990 · $16,313,013 spent · pay $5,921,853 · grants $0 · events $113,809
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,273,063 | - | - | - | 20.1% | |
| Interest | $2,857,104 | - | - | - | 17.5% | |
| Office expenses | $1,896,525 | - | - | - | 11.6% | |
| Other employee benefits | $1,589,721 | - | - | - | 9.7% | |
| Occupancy | $1,112,499 | - | - | - | 6.8% | |
| Pay: officers, directors, trustees, key employees | $1,059,069 | - | - | - | 6.5% | |
| Other (as described) | Loan Servicing | $942,154 | - | - | - | 5.8% |
| Other (as described) | Loan Loss | $864,443 | - | - | - | 5.3% |
| Insurance | $823,533 | - | - | - | 5.0% | |
| Depreciation and depletion | $474,772 | - | - | - | 2.9% | |
| Information technology | $449,862 | - | - | - | 2.8% | |
| Fees: other services | $289,848 | - | - | - | 1.8% | |
| Advertising and promotion | $272,074 | - | - | - | 1.7% | |
| Conferences, conventions and meetings | $113,809 | - | - | - | 0.7% | |
| Fees: accounting | $102,650 | - | - | - | 0.6% | |
| All other expenses | $67,566 | - | - | - | 0.4% | |
| Fees: legal | $47,286 | - | - | - | 0.3% | |
| Other (as described) | Chapter Dues | $39,660 | - | - | - | 0.2% |
| Other (as described) | Charitable Contributions | $37,375 | - | - | - | 0.2% |
| Total | $16,313,013 | 100% |
2010 · Form 990 · $16,400,527 spent · pay $5,480,882 · grants $0 · events $89,401
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $3,723,771 | - | - | - | 22.7% | |
| Other salaries and wages | $3,183,404 | - | - | - | 19.4% | |
| Office expenses | $1,874,709 | - | - | - | 11.4% | |
| Other employee benefits | $1,376,516 | - | - | - | 8.4% | |
| Occupancy | $1,061,951 | - | - | - | 6.5% | |
| Other (as described) | Loan Loss | $1,008,847 | - | - | - | 6.2% |
| Pay: officers, directors, trustees, key employees | $920,962 | - | - | - | 5.6% | |
| Insurance | $729,921 | - | - | - | 4.5% | |
| Other (as described) | Loan Servicing | $723,606 | - | - | - | 4.4% |
| Information technology | $497,816 | - | - | - | 3.0% | |
| Depreciation and depletion | $462,932 | - | - | - | 2.8% | |
| Advertising and promotion | $283,405 | - | - | - | 1.7% | |
| Fees: other services | $185,414 | - | - | - | 1.1% | |
| Other (as described) | Miscellaneous | $121,933 | - | - | - | 0.7% |
| Conferences, conventions and meetings | $89,401 | - | - | - | 0.5% | |
| Other (as described) | Charitable Contributions | $51,579 | - | - | - | 0.3% |
| Fees: accounting | $47,583 | - | - | - | 0.3% | |
| Other (as described) | Chapter Dues | $37,156 | - | - | - | 0.2% |
| Fees: legal | $19,621 | - | - | - | 0.1% | |
| Total | $16,400,527 | 100% |
Comments