FORUM CREDIT UNION

Cite this

Plain text FORUM CREDIT UNION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/forum-credit-union-350779057. Retrieved 2026-10-24.

APA furp.org. (n.d.). FORUM CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 24, 2026, from https://furp.org/org/forum-credit-union-350779057

MLA “FORUM CREDIT UNION.” furp.org, tax years 2010–2024, https://furp.org/org/forum-credit-union-350779057. Accessed 24 Oct. 2026.

Retrieved 2026-10-24; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $144.7M · expenses $119.6M · assets $2.17B

EIN
35-0779057
Address
PO BOX 50738, INDIANAPOLIS, IN 46250-0738
Website
WWW.FORUMCU.COM
NTEE code
W61
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
May 1969 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Foundation status
Private non-operating foundation
Principal officer
Dave Carter (its 2013 Form 990-N)
Form 990-N e-postcards
1 filed, 2013 (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

FORUM IS A 501(C)(14) EXEMPT ORGANIZATION THAT IS OPERATED FOR MUTUAL PURPOSES AND WITHOUT PROFIT THAT 1)PROMOTES THRIFT AMONG MEMBERS AND 2)PROVIDES LOW COST CREDIT FOR MEMBERS. ITS COLLECTIVE CHARGE IS TO BE AN INNOVATIVE, DYNAMIC, AND RESPONSIVE FINANCIAL SERVICES ORGANIZATION PROVIDING PRODUCTS AND SERVICES THAT CREATE VALUE FOR ITS MEMBERS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Douglas True CHIEF EXECUTIVE OFFICER2010-2024 $790,523$9,108,260 2
Charles Andrew Mattingly CHIEF OPERATING OFFICER2010-2024 $428,327$5,083,669 1
Jennifer Budreau CHIEF OPERATING OFFICER2010-2024 $398,360$5,040,974 2
Jeffry Welch CHIEF FINANCIAL OFFICER2013-2024 $442,889$4,874,673 2
Benjamen Banks FINANCIAL ADVISOR- PCG2011-2024 $479,609$4,347,441 1
Cameron Piercefield CHIEF TECHNOLOGY AND RISK OFFICER2011-2024 $395,241$3,834,340 2
Jim Carr SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES2013-2024 $364,272$2,680,174 1
Tammy Marrs FINANCIAL ADVISOR2018-2024 $363,885$1,879,741 1
Andrew Spirrison CHIEF MEMBER EXPERIENCE OFFICER2014-2024 $345,565$1,110,009 2
Brian Crum VICE PRESIDENT - REAL ESTATE, SERVICING AND CREDIT2011-2024 $260,914$601,608 1
Christopher Ferguson VICE PRESIDENT-CONSUMER LENDING2023-2024 $263,353$517,028 1
Kristi Lowell CHIEF MARKETING AND COMMUNITY OFFICER2011-2024 $227,323$351,083 4
Michelle Baker CHIEF PEOPLE OFFICER2024 $231,705$231,705 2
Rick Rambo TREASURER2010-2024 $2,446$13,676 2
Kelly Wilson DIRECTOR2019-2024 $6,170$12,433 2
Jodee Curtis DIRECTOR2018-2024 $3,672$10,959 2
Tracy Mills VICE CHAIRMAN2010-2024 $4,943$6,845 2
John Gallina DIRECTOR2011-2024 $3,875$6,020 1
Kevin Hunt CHAIRMAN2010-2024 $1,267$5,987 1
Lori Winkler DIRECTOR2019-2024 $2,187$3,777 2
Chris Hagenow SECRETARY2019-2024 $940$3,218 1
Michelle Adrian (former) MORTGAGE ORIGINATOR2016-2023 $317,505$2,653,778 1
Gary Irvin (former) FORMER CHIEF EXECUTIVE OFFICER2010-2011 $868,142$1,936,992 1
Michael Peterson (former) FORMER KEY EMPLOYEE2010-2019 $314,808$1,826,483 2
Richard Ridenour (former) VICE PRESIDENT - PCG2011-2017 $269,602$1,290,339 1
Russell Wagoner (former) MORTGAGE ORIGINATOR2019-2021 $329,680$1,032,023 1
William Dailey (former) CHIEF FINANCIAL OFFICER THRU JANUARY 20112010-2011 $460,710$826,724 1
William Losh (former) MORTGAGE ORIGINATOR2020-2021 $357,316$826,505 1
Jim Jarzynski (former) VICE PRESIDENT-COLLECTIONS2010-2015 $207,127$757,022 1
Wendy Mcclellan (former) MORTGAGE ORIGINATOR2013-2015 $193,903$501,188 1
Jeremy Flater (former) MORTGAGE ORIGINATOR2020 $373,377$373,377 1
Denise Dye (former) MORTGAGE CONSULTANT2010-2011 $154,881$305,325 1
Jeff Welch (former) CHIEF FINANCIAL OFFICER START FEBRUARY 20112011 $231,262$231,262 1
Lisa Garvey (former) MORTGAGE ORIGINATOR2016 $226,466$226,466 1
Jeffrey Owen (former) VICE PRESIDENT- TECHNOLOGY2018 $209,395$209,395 1
James Carr (former) VP - COMMERCIAL GROUP2011 $183,098$183,098 1
Nicholas Spirrison (former) INTERNAL LOAN OFFICER2010 $134,630$134,630 1
John Dierdorf (former) CHAIRMAN (ENDED FEBRUARY 2019)2010-2019 $7,500$12,230 2
Max Fall (former) DIRECTOR2010-2019 $881$5,635 1
Sandra Hollingshead (former) DIRECTOR2010-2017 $1,673$5,531 1
Doreen Long (former) DIRECTOR2013-2019 $0$4,707 1
Christopher Hagenow (former) DIRECTOR2013-2018 $0$700 1

Officers and directors, no compensation reported

5 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Donna Wilkinson DIRECTOR2019-2024 5 $0 reported 2
John Galllina (former) DIRECTOR2017 5 $0 reported 1
Mark Mitchell (former) DIRECTOR2010-2013 5 $0 reported 1
Terri Atkinson (former) SECRETARY2010-2011 5 $0 reported 1
Cathy Kane (former) DIRECTOR2010-2011 5 $0 reported 1

People by year

2024 · 22 people listed · 21 paid, $5.0M · 460 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $730,163$0$60,360 $790,5232
BENJAMEN BANKS FINANCIAL ADVISOR- PCG40 $410,047$0$69,562 $479,6091
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $406,121$0$36,768 $442,8892
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $356,358$0$71,969 $428,3271
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $381,857$0$16,503 $398,3602
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $363,882$0$31,359 $395,2412
JIM CARR SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES40 $311,259$0$53,013 $364,2721
TAMMY MARRS FINANCIAL ADVISOR40 $308,738$0$55,147 $363,8851
ANDREW SPIRRISON CHIEF MEMBER EXPERIENCE OFFICER40 $281,039$0$64,526 $345,5652
CHRISTOPHER FERGUSON VICE PRESIDENT-CONSUMER LENDING40 $222,091$0$41,262 $263,3531
BRIAN CRUM VICE PRESIDENT - REAL ESTATE, SERVICING AND CREDIT40 $229,337$0$31,577 $260,9141
MICHELLE BAKER CHIEF PEOPLE OFFICER40 $211,431$0$20,274 $231,7052
KRISTI LOWELL CHIEF MARKETING AND COMMUNITY OFFICER40 $215,357$0$11,966 $227,3234
KELLY WILSON DIRECTOR5 $6,170$0$0 $6,1702
TRACY MILLS VICE CHAIRMAN5 $4,943$0$0 $4,9432
JOHN GALLINA DIRECTOR5 $3,875$0$0 $3,8751
JODEE CURTIS DIRECTOR5 $3,672$0$0 $3,6722
RICK RAMBO TREASURER5 $2,446$0$0 $2,4462
LORI WINKLER DIRECTOR5 $2,187$0$0 $2,1872
KEVIN HUNT CHAIRMAN5 $1,267$0$0 $1,2671
CHRIS HAGENOW SECRETARY5 $940$0$0 $9401
DONNA WILKINSON DIRECTOR5 $0$0$0 $02
2023 · 20 people listed · 15 paid, $4.3M · 452 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $665,136$0$65,626 $730,7622
BENJAMEN BANKS FINANCIAL ADVISOR- PCG40 $373,176$0$67,667 $440,8431
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $389,185$0$35,074 $424,2592
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $343,333$0$65,857 $409,1901
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $349,455$0$41,111 $390,5662
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $351,104$0$26,930 $378,0342
JIM CARR SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES40 $294,574$0$49,469 $344,0431
TAMMY MARRS FINANCIAL ADVISOR40 $275,829$0$57,846 $333,6751
MICHELLE ADRIAN MORTGAGE ORIGINATOR40 $288,101$0$29,404 $317,5051
ANDREW SPIRRISON CHIEF MEMBER EXPERIENCE OFFICER40 $227,989$0$61,878 $289,8672
CHRISTOPHER FERGUSON VICE PRESIDENT-CONSUMER LENDING40 $213,429$0$40,246 $253,6751
JODEE CURTIS DIRECTOR5 $6,358$0$0 $6,3582
KELLY WILSON DIRECTOR5 $4,250$0$0 $4,2502
KEVIN HUNT CHAIRMAN5 $946$0$0 $9461
RICK RAMBO TREASURER5 $796$0$0 $7962
TRACY MILLS VICE CHAIRMAN5 $0$0$0 $02
CHRIS HAGENOW SECRETARY5 $0$0$0 $01
LORI WINKLER DIRECTOR5 $0$0$0 $02
DONNA WILKINSON DIRECTOR5 $0$0$0 $02
JOHN GALLINA DIRECTOR5 $0$0$0 $01
2022 · 19 people listed · 16 paid, $4.6M · 459 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $984,532$0$34,612 $1,019,1442
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $633,726$0$66,539 $700,2652
BENJAMEN BANKS FINANCIAL ADVISOR- PCG40 $386,336$0$62,902 $449,2381
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $314,567$0$58,259 $372,8261
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $326,329$0$45,162 $371,4912
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $323,818$0$38,633 $362,4512
MICHELLE ADRIAN MORTGAGE ORIGINATOR40 $332,738$0$27,968 $360,7061
TAMMY MARRS FINANCIAL ADVISOR40 $280,350$0$54,306 $334,6561
JIM CARR SENIOR VICE PRESIDENT - COMMERCIAL & INVESTMENT SERVICES40 $279,722$0$46,137 $325,8591
ANDREW SPIRRISON SENIOR VICE PRESIDENT - MEMBER EXPERIENCE40 $227,782$0$59,247 $287,0292
RICK RAMBO TREASURER5 $1,563$0$0 $1,5632
CHRIS HAGENOW SECRETARY5 $1,480$0$0 $1,4801
KELLY WILSON DIRECTOR5 $1,092$0$0 $1,0922
JOHN GALLINA DIRECTOR5 $848$0$0 $8481
KEVIN HUNT CHAIRMAN5 $834$0$0 $8341
LORI WINKLER DIRECTOR5 $747$0$0 $7472
TRACY MILLS VICE CHAIRMAN5 $0$0$0 $02
JODEE CURTIS DIRECTOR5 $0$0$0 $02
DONNA WILKINSON DIRECTOR5 $0$0$0 $02
2021 · 19 people listed · 11 paid, $4.5M · 465 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $763,504$0$39,164 $802,6681
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $593,913$0$63,422 $657,3352
MICHELLE ADRIAN MORTGAGE ORIGINATOR40 $507,842$0$24,186 $532,0281
BENJAMEN BANKS FINANCIAL ADVISOR- PCG40 $383,234$0$59,364 $442,5981
WILLIAM LOSH MORTGAGE ORIGINATOR40 $342,269$0$15,047 $357,3161
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $305,511$0$39,187 $344,6982
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $298,541$0$43,356 $341,8972
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $296,284$0$37,766 $334,0502
TAMMY MARRS FINANCIAL ADVISOR40 $282,124$0$48,791 $330,9151
RUSSELL WAGONER MORTGAGE ORIGINATOR40 $307,263$0$22,417 $329,6801
RICK RAMBO TREASURER5 $863$0$0 $8632
KEVIN HUNT CHAIRMAN5 $0$0$0 $01
TRACY MILLS VICE CHAIRMAN5 $0$0$0 $02
JODEE CURTIS DIRECTOR5 $0$0$0 $02
JOHN GALLINA DIRECTOR5 $0$0$0 $01
CHRIS HAGENOW SECRETARY5 $0$0$0 $01
KELLY WILSON DIRECTOR5 $0$0$0 $02
LORI WINKLER DIRECTOR5 $0$0$0 $02
DONNA WILKINSON DIRECTOR5 $0$0$0 $02
2020 · 19 people listed · 10 paid, $4.5M · 420 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $898,167$0$60,277 $958,4442
MICHELLE ADRIAN MORTGAGE ORIGINATOR40 $509,359$0$15,653 $525,0121
RUSSELL WAGONER MORTGAGE ORIGINATOR40 $472,558$0$12,534 $485,0921
WILLIAM LOSH MORTGAGE ORIGINATOR40 $454,979$0$14,210 $469,1891
BENJAMEN BANKS FINANCIAL ADVISOR- PCG40 $358,940$0$59,264 $418,2041
JEREMY FLATER MORTGAGE ORIGINATOR40 $347,490$0$25,887 $373,3771
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $283,556$0$43,044 $326,6002
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $271,996$0$42,638 $314,6342
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $273,387$0$40,222 $313,6091
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $269,896$0$35,003 $304,8992
KEVIN HUNT CHAIRMAN5 $0$0$0 $01
TRACY MILLS VICE CHAIRMAN5 $0$0$0 $02
RICK RAMBO TREASURER5 $0$0$0 $02
JODEE CURTIS DIRECTOR5 $0$0$0 $02
JOHN GALLINA DIRECTOR5 $0$0$0 $01
CHRIS HAGENOW SECRETARY5 $0$0$0 $01
KELLY WILSON DIRECTOR5 $0$0$0 $02
LORI WINKLER DIRECTOR5 $0$0$0 $02
DONNA WILKINSON DIRECTOR5 $0$0$0 $02
2019 · 23 people listed · 20 paid, $4.7M · 443 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $907,626$0$156,482 $1,064,1082
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $703,154$0$83,606 $786,7602
BENJAMEN BANKS FINANCIAL ADVISOR- PCG40 $353,614$0$58,434 $412,0481
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $250,565$0$86,193 $336,7582
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $252,891$0$83,015 $335,9061
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $248,032$0$73,403 $321,4352
MICHAEL PETERSON FORMER KEY EMPLOYEE0 $314,808$0$0 $314,8082
MICHELLE ADRIAN MORTGAGE ORIGINATOR40 $296,016$0$15,240 $311,2561
JIM CARR VICE PRESIDENT- COMMERCIAL GROUP40 $233,318$0$40,508 $273,8261
TAMMY MARRS FINANCIAL ADVISOR- PCG40 $227,843$0$43,383 $271,2261
RUSSELL WAGONER MORTGAGE ORIGINATOR40 $207,711$0$9,540 $217,2511
JOHN DIERDORF CHAIRMAN (ENDED FEBRUARY 2019)5 $7,500$0$0 $7,5002
JOHN GALLINA DIRECTOR5 $1,297$0$0 $1,2971
JODEE CURTIS DIRECTOR5 $929$0$0 $9292
KELLY WILSON DIRECTOR5 $921$0$0 $9212
MAX FALL DIRECTOR5 $881$0$0 $8811
RICK RAMBO TREASURER5 $880$0$0 $8802
LORI WINKLER DIRECTOR5 $843$0$0 $8432
KEVIN HUNT CHAIRMAN5 $798$0$0 $7981
CHRIS HAGENOW SECRETARY5 $798$0$0 $7981
TRACY MILLS VICE CHAIRMAN5 $0$0$0 $02
DONNA WILKINSON DIRECTOR5 $0$0$0 $02
DOREEN LONG DIRECTOR5 $0$0$0 $01
2018 · 19 people listed · 14 paid, $3.2M · 413 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $462,092$0$118,635 $580,7272
BENJAMEN BANKS FINANCIAL ADVISOR- PCG40 $342,714$0$36,275 $378,9891
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $269,121$0$68,699 $337,8202
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $234,191$0$83,383 $317,5742
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $233,142$0$81,047 $314,1892
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $234,916$0$77,884 $312,8001
JIM CARR VICE PRESIDENT- COMMERICAL GROUP40 $214,583$0$35,853 $250,4361
TAMMY MARRS FINANCIAL ADVISOR- PCG40 $210,131$0$35,253 $245,3841
JEFFREY OWEN VICE PRESIDENT- TECHNOLOGY40 $181,670$0$27,725 $209,3951
MICHELLE ADRIAN MORTGAGE ORIGINATOR40 $201,887$0$7,335 $209,2221
RICK RAMBO TREASURER5 $985$0$0 $9852
DOREEN LONG DIRECTOR5 $856$0$0 $8561
JOHN DIERDORF CHAIRMAN5 $853$0$0 $8532
KEVIN HUNT VICE CHAIRMAN5 $742$0$0 $7421
TRACY MILLS SECRETARY5 $0$0$0 $02
JOHN GALLINA DIRECTOR5 $0$0$0 $01
CHRISTOPHER HAGENOW DIRECTOR5 $0$0$0 $01
JODEE CURTIS DIRECTOR5 $0$0$0 $02
MAX FALL DIRECTOR5 $0$0$0 $01
2017 · 19 people listed · 16 paid, $3.2M · 425 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $436,423$0$135,234 $571,6572
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $448,930$0$67,004 $515,9342
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $252,178$0$70,004 $322,1822
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $242,426$0$69,334 $311,7601
BENJAMEN BANKS FINANCIAL ADVISOR-PCG40 $266,934$0$33,335 $300,2691
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $225,302$0$56,641 $281,9432
RICHARD RIDENOUR VICE PRESIDENT - PCG40 $234,555$0$35,047 $269,6021
JIM CARR VICE PRESIDENT-COMMERCIAL GROUP40 $194,212$0$35,135 $229,3471
BRIAN CRUM VICE PRESIDENT - LENDING40 $162,855$0$32,904 $195,7591
MICHELLE ADRIAN MORTGAGE ORIGINATOR40 $178,667$0$7,747 $186,4141
SANDRA HOLLINGSHEAD DIRECTOR5 $1,673$0$0 $1,6731
MAX FALL VICE CHAIRMAN5 $1,483$0$0 $1,4831
JOHN DIERDORF CHAIRMAN5 $1,449$0$0 $1,4492
DOREEN LONG DIRECTOR5 $1,417$0$0 $1,4171
RICK RAMBO TREASURER5 $1,296$0$0 $1,2962
KEVIN HUNT DIRECTOR5 $700$0$0 $7001
TRACY MILLS SECRETARY5 $0$0$0 $02
JOHN GALLLINA DIRECTOR5 $0$0$0 $01
CHRISTOPHER HAGENOW DIRECTOR5 $0$0$0 $01
2016 · 19 people listed · 18 paid, $3.2M · 421 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $416,629$0$131,365 $547,9942
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $437,344$0$65,568 $502,9121
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $246,958$0$69,540 $316,4982
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $237,624$0$69,011 $306,6352
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $220,655$0$55,035 $275,6902
RICHARD RIDENOUR VICE PRESIDENT - PCG40 $233,579$0$34,320 $267,8991
BENJAMEN BANKS FINANCIAL ADVISOR-PCG40 $231,010$0$31,180 $262,1901
JIM CARR VICE PRESIDENT-COMMERCIAL GROUP40 $193,098$0$34,241 $227,3391
LISA GARVEY MORTGAGE ORIGINATOR40 $194,202$0$32,264 $226,4661
MICHELLE ADRIAN MORTGAGE ORIGINATOR40 $201,608$0$10,027 $211,6351
DOREEN LONG DIRECTOR5 $1,722$0$0 $1,7221
RICK RAMBO TREASURER5 $1,522$0$0 $1,5222
SANDRA HOLLINGSHEAD DIRECTOR5 $1,470$0$0 $1,4701
MAX FALL VICE CHAIRMAN5 $1,009$0$0 $1,0091
TRACY MILLS SECRETARY5 $700$0$0 $7002
JOHN DIERDORF CHAIRMAN5 $700$0$0 $7002
KEVIN HUNT DIRECTOR5 $700$0$0 $7001
CHRISTOPHER HAGENOW DIRECTOR5 $700$0$0 $7001
JOHN GALLINA DIRECTOR5 $0$0$0 $01
2015 · 20 people listed · 15 paid, $3.4M · 375 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $946,682$0$67,780 $1,014,4622
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $238,439$0$40,813 $279,2522
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $229,090$0$49,708 $278,7981
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $228,105$0$50,186 $278,2912
JIM CARR VICE PRESIDENT-COMMERCIAL GROUP40 $186,785$0$48,684 $235,4691
BENJAMEN BANKS FINANCIAL ADVISOR40 $185,164$0$46,332 $231,4961
CAMERON PIERCEFIELD CHIEF TECHNOLOGY AND RISK OFFICER40 $203,929$0$23,126 $227,0552
RICHARD RIDENOUR VICE PRESIDENT - PCG40 $193,141$0$33,891 $227,0321
MICHAEL PETERSON SENIOR VICE PRESIDENT-PRIVATE CLIENT GROUP40 $180,276$0$31,505 $211,7812
JIM JARZYNSKI VICE PRESIDENT-COLLECTIONS40 $164,932$0$42,195 $207,1271
WENDY MCCLELLAN MORTGAGE ORIGINATOR40 $193,903$0$0 $193,9031
TRACY MILLS SECRETARY5 $1,202$0$0 $1,2022
RICK RAMBO TREASURER5 $956$0$0 $9562
MAX FALL VICE CHAIRMAN5 $645$0$0 $6451
JOHN DIERDORF CHAIRMAN5 $608$0$0 $6082
DOREEN LONG DIRECTOR5 $0$0$0 $01
KEVIN HUNT DIRECTOR5 $0$0$0 $01
SANDRA HOLLINGSHEAD DIRECTOR5 $0$0$0 $01
JOHN GALLINA DIRECTOR5 $0$0$0 $01
CHRISTOPHER HAGENOW DIRECTOR5 $0$0$0 $01
2014 · 20 people listed · 13 paid, $3.1M · 364 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $369,904$0$135,790 $505,6942
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $422,054$0$69,406 $491,4602
MICHAEL PETERSON CHIEF RISK OFFICER40 $243,879$0$97,579 $341,4582
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $222,210$0$71,540 $293,7502
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $223,642$0$68,384 $292,0261
CAMERON PIERCEFIELD CHIEF INFORMATION OFFICER40 $181,562$0$49,379 $230,9412
JIM CARR VICE PRESIDENT-COMMERCIAL GROUP40 $179,701$0$38,776 $218,4771
BENJAMEN BANKS FINANCIAL ADVISOR40 $170,505$0$34,325 $204,8301
RICHARD RIDENOUR VICE PRESIDENT - PCG40 $181,341$0$18,471 $199,8121
ANDREW SPIRRISON VICE PRESIDENT-RETAIL DELIVERY40 $156,007$0$31,541 $187,5482
WENDY MCCLELLAN MORTGAGE ORIGINATOR40 $160,190$0$575 $160,7651
SANDRA HOLLINGSHEAD DIRECTOR5 $1,111$0$0 $1,1111
RICK RAMBO TREASURER5 $801$0$0 $8012
TRACY MILLS SECRETARY5 $0$0$0 $02
MAX FALL VICE CHAIRMAN5 $0$0$0 $01
JOHN DIERDORF CHAIRMAN5 $0$0$0 $02
DOREEN LONG DIRECTOR5 $0$0$0 $01
KEVIN HUNT DIRECTOR5 $0$0$0 $01
JOHN GALLINA DIRECTOR5 $0$0$0 $01
CHRISTOPHER HAGENOW DIRECTOR5 $0$0$0 $01
2013 · 21 people listed · 16 paid, $2.8M · 370 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $351,282$0$131,127 $482,4092
MICHAEL PETERSON CHIEF RISK OFFICER40 $240,805$0$98,018 $338,8232
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $224,695$0$68,086 $292,7812
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $215,998$0$69,045 $285,0431
JEFFRY WELCH CHIEF FINANCIAL OFFICER40 $215,002$0$68,490 $283,4922
CAMERON PIERCEFIELD CHIEF INFORMATION OFFICER40 $168,575$0$48,733 $217,3082
JIM CARR VICE PRESIDENT-COMMERCIAL GROUP40 $174,796$0$36,310 $211,1061
JIM JARZYNSKI VICE PRESIDENT-COLLECTIONS40 $156,551$0$30,861 $187,4121
BENJAMEN BANKS FINANCIAL ADVISOR40 $152,314$0$31,548 $183,8621
RICHARD RIDENOUR VICE PRESIDENT - PCG40 $166,332$0$15,900 $182,2321
WENDY MCCLELLAN MORTGAGE ORIGINATOR40 $146,390$0$130 $146,5201
MAX FALL VICE CHAIRMAN5 $1,617$0$0 $1,6171
RICK RAMBO TREASURER5 $1,568$0$0 $1,5682
SANDRA HOLLINGSHEAD DIRECTOR5 $1,277$0$0 $1,2771
JOHN DIERDORF CHAIRMAN5 $1,120$0$0 $1,1202
DOREEN LONG DIRECTOR5 $712$0$0 $7121
TRACY MILLS SECRETARY5 $0$0$0 $02
MARK MITCHELL DIRECTOR5 $0$0$0 $01
KEVIN HUNT DIRECTOR5 $0$0$0 $01
JOHN GALLINA DIRECTOR5 $0$0$0 $01
CHRISTOPHER HAGENOW DIRECTOR5 $0$0$0 $01
2011 · 25 people listed · 15 paid, $3.9M · 364 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY IRVIN FORMER CHIEF EXECUTIVE OFFICER1 $868,142$0$0 $868,1421
WILLIAM DAILEY CHIEF FINANCIAL OFFICER THRU JANUARY 201140 $409,500$0$51,210 $460,7101
MICHAEL PETERSON CHIEF RISK OFFICER40 $250,078$0$111,044 $361,1222
DOUGLAS TRUE CHIEF EXECUTIVE OFFICER40 $209,994$0$65,516 $275,5102
CHARLES ANDREW MATTINGLY CHIEF OPERATING OFFICER40 $175,289$0$63,616 $238,9051
JENNIFER BUDREAU CHIEF OPERATING OFFICER40 $182,749$0$48,605 $231,3542
JEFF WELCH CHIEF FINANCIAL OFFICER START FEBRUARY 201140 $167,530$0$63,732 $231,2621
JIM JARZYNSKI VP- COLLECTIONS40 $158,715$0$25,890 $184,6051
JAMES CARR VP - COMMERCIAL GROUP40 $153,556$0$29,542 $183,0981
CAMERON PIERCEFIELD CHIEF INFORMATION OFFICER40 $126,219$0$28,722 $154,9412
DENISE DYE MORTGAGE CONSULTANT40 $128,362$0$26,519 $154,8811
BRIAN CRUM VP - LENDING40 $119,366$0$25,569 $144,9351
RICHARD RIDENOUR VP- PCG40 $129,268$0$14,494 $143,7621
BENJAMEN BANKS FINANCIAL ADVISOR40 $116,804$0$26,461 $143,2651
KRISTI LOWELL VP- RETAIL DELIVERY40 $120,082$0$3,678 $123,7604
RICK RAMBO TREASURER5 $0$0$0 $02
TERRI ATKINSON SECRETARY5 $0$0$0 $01
MAX FALL VICE CHAIRMAN5 $0$0$0 $01
JOHN DIERDORF CHAIRMAN5 $0$0$0 $02
TRACY MILLS SECRETARY5 $0$0$0 $02
MARK MITCHELL DIRECTOR5 $0$0$0 $01
CATHY KANE DIRECTOR5 $0$0$0 $01
KEVIN HUNT DIRECTOR5 $0$0$0 $01
SANDRA HOLLINGSHEAD DIRECTOR5 $0$0$0 $01
JOHN GALLINA DIRECTOR5 $0$0$0 $01
2010 · 18 people listed · 9 paid, $2.8M · 340 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GARY IRVIN CHIEF EXECUTIVE OFFICER40 $683,249$0$385,601 $1,068,8501
WILLIAM DAILEY CHIEF FINANCIAL OFFICER40 $195,610$0$170,404 $366,0141
MICHAEL PETERSON CHIEF RISK/RIA OFFICER40 $171,806$0$86,685 $258,4912
DOUGLAS TRUE CHIEF TECHNOLOGY/LENDING OFFICER40 $174,124$0$54,246 $228,3702
CHARLES ANDREW MATTINGLY CHIEF MARKETING/RETAIL OFFICER40 $144,789$0$54,110 $198,8991
JENNIFER BUDREAU CHIEF ADMINISTRATION OFFICER40 $149,542$0$37,189 $186,7312
JIM JARZYNSKI VP - COLLECTIONS40 $154,377$0$23,501 $177,8781
DENISE DYE MORTGAGE CONSULTANT40 $126,381$0$24,063 $150,4441
NICHOLAS SPIRRISON INTERNAL LOAN OFFICER40 $124,616$0$10,014 $134,6301
TRACY MILLS DIRECTOR5 $0$0$0 $02
MARK MITCHELL DIRECTOR5 $0$0$0 $01
CATHY KANE DIRECTOR5 $0$0$0 $01
KEVIN HUNT DIRECTOR5 $0$0$0 $01
SANDRA HOLLINGSHEAD DIRECTOR5 $0$0$0 $01
RICK RAMBO TREASURER5 $0$0$0 $02
TERRI ATKINSON SECRETARY5 $0$0$0 $01
MAX FALL VICE CHAIRMAN5 $0$0$0 $01
JOHN DIERDORF CHAIRMAN5 $0$0$0 $02

Highest-paid independent contractors

2024 · 5 contractors · $5.2M
NameLocationServicePaid
FISERV INCATLANTA, GASOFTWARE$2,534,943
CDW LLCCHICAGO, ILTECHNOLOGY HARDWARE AND SOFTWAE$838,500
QSI INCBARDSTOWN, KYTECHNOLOGY & SECURITY FOR CASH SERVICES$720,215
TTEC Digital LLCAUSTIN, TXPHONE SYSTEM TECHNOLOGY$559,916
CHURCH CHURCH HITTLE & ANTRIMNOBLESVILLE, INATTORNEY-COLLECTIONS SERVICES$553,915
2023 · 5 contractors · $4.9M
NameLocationServicePaid
FISERV INCATLANTA, GASoftware$2,228,843
SHIEL SEXTONINDIANAPOLIS, INConstruction Services$1,396,005
OPTIV SECURITY INCDENVER, COSOFTWARE SECURITY$517,120
NEXSTARIRVING, TXADVERTISING$417,100
FLEMING INTERIOR GROUP LLCINDIANAPOLIS, ININTERIOR FURNITURE$387,129
2022 · 5 contractors · $3.5M
NameLocationServicePaid
Fiserv IncAtlanta, GASoftware$1,700,266
Optiv Security IncDenver, COSoftware Security$479,210
CDW LLCVernon Hills, ILComputer accessories and maintenance$473,903
Shiel SextonIndianapolis, INConstruction Services$451,181
APPRAISERVENDORGreenwood, INMortgage Appraisals$413,090
2021 · 5 contractors · $1.1M
NameLocationServicePaid
APPRAISERVENDORCOM LLCGREENWOOD, INAPPRAISAL SERVICES$295,080
FMG INDIANAPOLIS LLCSALT LAKE CITY, UTADVERTISING$285,250
CHURCH CHURCH HITTLE & ANTRIMNOBLESVILLE, INLEGAL SERVICES$205,495
LERETA LLCPOMONA, CAMORTGAGE SERVICES$163,894
BILLY J PATRICKINDIANAPOLIS, INCLEANING$161,000
2020 · 5 contractors · $1.2M
NameLocationServicePaid
AVTEX SOLUTIONSBLOOMINGTON, MNTECHNOLOGY SERVICES$304,664
FMG INDIANAPOLIS LLCSALT LAKE CITY, UTADVERTISING$277,180
CHURCH CHURCH HITTLE & ANTRIMNOBLESVILLE, INLEGAL SERVICES$235,459
APPRAISERVENDORCOM LLCGREENWOOD, INAPPRAISAL SERVICES$217,325
LERETA LLCPOMONA, CAMORTGAGE SERVICES$214,589
2019 · 5 contractors · $1.6M
NameLocationServicePaid
AVTEX SOLUTIONSBLOOMINGTON, MNTECHNOLOGY SERVICES$431,428
BRADLEY COMPANY LLCSOUTH BEND, INPROPERTY MANAGEMENT$377,413
CHURCH CHURCH HITTLE & ANTRIMNOBLESVILLE, INLEGAL SERVICES$330,754
APPRAISERVENDORCOM LLCGREENWOOD, INAPPRAISAL SERVICES$259,650
OFFICE WORKS LLCFISHERS, INOFFICE EQUIPMENT PROVIDER$236,337
2018 · 5 contractors · $1.4M
NameLocationServicePaid
BRADLEY COMPANY LLCSOUTH BEND, INPROPERTY MANAGEMENT$348,716
CHURCH CHURCH HITTLE & ANTRIMNOBLESVILLE, INLEGAL SERVICES$319,652
APPRAISERVENDORCOM LLCGREENWOOD, INAPPRAISAL SERVICES$279,945
FAIRWAY OUTDOOR FUNDING LLCCHARLOTTE, NCADVERTISING SERVICES$278,965
ONGOING OPERATIONS LLCBALTIMORE, MDTECHNOLOGY SERVICES$196,734
2017 · 5 contractors · $1.3M
NameLocationServicePaid
BRADLEY COMPANY LLCSOUTH BEND, INPROPERTY MANAGEMENT$371,395
APPRAISERVENDORCOM LLCGREENWOOD, INAPPRAISAL SERVICES$270,835
CHURCH CHURCH HITTLE & ANTRIMNOBLESVILLE, INLEGAL SERVICES$242,042
FAIRWAY OUTDOOR FUNDING LLCCHARLOTTTE, NCADVERTISING SERVICES$228,969
TRIBUNE BROADCASTING INDIANAPOLIS LLCINDIANAPOLIS, INADVERTISING SERVICES$202,000
2016 · 5 contractors · $1.4M
NameLocationServicePaid
BRADLEY COMPANY LLCSOUTH BEND, INPROPERTY MANAGEMENT$370,255
CHURCH CHURCH HITTLE & ANTRIMNOBLESVILLE, INLEGAL SERVICES$268,451
APPRAISERVENDORCOM LLCGREENWOOD, INAPPRAISAL SERVICES$263,625
D YOUNG CHEVROLET LLCINDIANAPOLLIS, INDEALER REFERALS$248,667
TRIBUNE BROADCASTING INDIANAPOLIS LLCCHICAGO, ILADVERTISING SERVICES$202,000
2015 · 5 contractors · $1.2M
NameLocationServicePaid
RESOURCE PROPERTY MGMT LLCINDIANAPOLIS, INPROPERTY MANAGEMENT$384,281
APPRAISERVENDORCOM LLCGREENWOOD, INAPPRAISAL SERVICES$232,020
TRIBUNE BROADCASTING INDIANAPOLIS LLCCHICAGO, ILADVERTISING SERVICES$208,700
CHURCH CHURCH HITTLE & ANTRIMNOBLESVILLE, INLEGAL SERVICES$200,019
D YOUNG CHEVROLET LLCINDIANAPOLLIS, INDEALER REFERALS$176,870
2014 · 5 contractors · $1.3M
NameLocationServicePaid
RESOURCE PROPERTY MGMT LLCINDIANAPOLIS, INPROPERTY MANAGEMENT$334,773
ADAPT TELEPHONY SERVICES LLCOAK BROOK, ILTELEPHONE$296,591
AKCELERANT SOFTWARE LLCMALVERN, PASOFTWARE SERVICES$293,684
TRIBUNE BROADCASTING INDIANAPOLISCHICAGO, ILADVERTISING SERVICES$223,300
APPRAISERVENDORCOM LLCGREENWOOD, INAPPRAISAL SERVICES$196,105
2013 · 5 contractors · $1.1M
NameLocationServicePaid
RESOURCE PROPERTY MGMT LLCPROPERTY MANAGEMENT$329,114
ADAPT TELEPHONY SERVICES LLCTELEPHONE$237,695
ENCORE ONE LLCCLEANING SERVICES$196,033
TRIBUNE BROADCASTING INDIANAPOLISADVERTISING SERVICES$187,275
FIRST AMERICAN DATA TREE LLCPROPERTY RECORD DATA$161,680
2011 · 5 contractors · $1.9M
NameLocationServicePaid
ALLIED SOLUTIONS LLCNILES, MIINSURANCE$614,365
CELLAR MASTERS LLCCARMEL, INCATERING$562,709
BARNES & THORNBURGINDIANAPOLIS, INLEGAL$286,484
MERCER BELANGERINDIANAPOLIS, INLEGAL$236,124
DGU INSURANCE ASSOCIATES LLCRED BANK, NJINSURANCE$156,006
2010 · 5 contractors · $1.7M
NameLocationServicePaid
VINE & TABLE GOURMET MARKETCARMEL, INCATERING SERVICES$535,176
ALLIED SOLUTIONS LLCNILES, MIINSURANCE SERVICES$364,079
MERCER BELANGERINDIANAPOLIS, INLEGAL SERVICES$356,245
INDIANA RECOVERY SERVICES LLCWESTFIELD, INRECOVERY SERVICES$233,151
DGU INSURANCE ASSOCIATES LLCRED BANK, NJINSURANCE SERVICES$204,622

Trademarks

5 US trademarks, 4 live.

MarkSerialFiledStatusSource
SAFISLIFE983824112024-01-30Pending applicationTRCFECO2, file of 2024-03-27
SAFIS773696062008-01-11AbandonedTRCFECO2, file of 2024-03-27
(design)781890362002-11-26Registered and renewedTRCFECO2, file of 2024-03-27
FORUM CREDIT UNION781345112002-06-10Registered and renewedTRCFECO2, file of 2024-03-27
YOUR MONEY. YOUR VOICE.781345102002-06-10Registered and renewedTRCFECO2, file of 2024-03-27

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

Who the money went to

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

2024 · 1 grant to organizations · $165K
2023 · 1 grant to organizations · $165K
2022 · 1 grant to organizations · $165K
2021 · 1 grant to organizations · $150K
2020 · 1 grant to organizations · $150K
2019 · 1 grant to organizations · $150K
2018 · 1 grant to organizations · $150K
2017 · 1 grant to organizations · $150K
2016 · 1 grant to organizations · $150K
2015 · 1 grant to organizations · $150K
2014 · 1 grant to organizations · $150K
2013 · 1 grant to organizations · $350K

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

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$144,668,455$119,619,367 $2,173,451,335$266,372,247 $0$130,119,879 $3,285,44146012
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$121,977,660$96,142,707 $2,061,308,465$241,213,581 $0$112,801,879 $2,635,02845212
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$95,569,110$74,186,755 $1,997,992,008$222,151,503 $0$90,365,155 $2,834,79345912
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$93,129,055$68,230,811 $1,879,317,913$201,347,870 $0$89,438,617 $2,481,5114659
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$90,862,281$76,897,255 $1,709,424,688$176,399,659 $0$87,655,053 $2,218,1864209
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$84,015,212$74,283,719 $1,488,919,520$162,256,118 $0$78,372,743 $2,859,8144439
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$76,777,388$65,823,766 $1,414,390,401$152,291,992 $0$71,449,542 $1,867,54141312
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$71,470,986$61,571,504 $1,366,489,677$141,196,975 $0$67,564,325 $2,013,42442512
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$62,652,523$57,682,415 $1,303,547,575$131,141,590 $0$60,013,967 $1,959,031421-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$57,315,369$51,754,161 $1,115,079,053$126,060,567 $0$54,419,868 $2,083,04337512
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$52,874,273$46,783,632 $1,020,561,637$120,395,504 $0$50,713,438 $1,192,99636412
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$51,756,966$47,669,073 $933,768,411$114,288,591 $0$49,860,185 $1,130,89337012
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$58,444,133$53,393,018 $909,399,428$95,632,733 $0$57,184,205 $2,321,50736412
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$64,830,009$70,163,462 $945,801,972$90,982,194 $0$63,532,675 $3,795,61634012

Connected to

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

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DEPARTMENT OF FINANCIAL INSTITUTION DIVISION OF CREDIT UNIONS IN INDINW61 $152,825,680$136,858,233 PRESIDENT & CEO$864,212 Same NTEE code W61, revenue within 2x, same state
ONEAZ CREDIT UNIONAZW61 $198,883,800$166,468,298 CEO/PRESIDENT$1,353,915 Same NTEE code W61, revenue within 2x, similar mission
KEYPOINT CREDIT UNIONCAW61 $80,303,046$76,254,114 PRESIDENT & CEO$923,309 Same NTEE code W61, revenue within 2x, similar mission
SUNMARK CREDIT UNIONNYW61 $78,480,506$72,671,788 PRESIDENT/CEO$477,143 Same NTEE code W61, revenue within 2x, similar name
LEADERS CREDIT UNIONTNW61 $93,333,162$77,538,876 Manager/CEO$1,013,164 Same NTEE code W61, revenue within 2x, similar name
NAVIGANT CREDIT UNIONRIW61 $204,818,900$188,159,100 PRESIDENT/CEO$1,043,583 Same NTEE code W61, revenue within 2x, similar name
VALLEY STRONG CREDIT UNIONCAW61 $263,698,848$233,387,885 EVP/CHIEF ADVOCACY OFFICER$4,549,220 Same NTEE code W61, revenue within 2x, similar mission
WESTMARK CREDIT UNIONIDW61 $89,871,813$82,420,225 Chief Executive Officer$355,878 Same NTEE code W61, revenue within 2x, similar name
MONTERRA CREDIT UNIONCAW61 $94,782,581$75,381,520 CEO/PRESIDENT$872,583 Same NTEE code W61, revenue within 2x, similar name
PACIFIC SERVICE CREDIT UNIONCAW61 $75,071,745$69,156,402 PRESIDENT & CEO$1,241,474 Same NTEE code W61, revenue within 2x, similar mission
ARIZONA FINANCIAL CREDIT UNIONAZW61 $225,880,309$197,180,064 President/CEO (AZFCU)$843,315 Same NTEE code W61, revenue within 2x
CREDIT UNIONS IN THE STATE OF CALIFORNIACAW61 $91,952,473$83,243,687 PRESIDENT/CEO$746,083 Same NTEE code W61, revenue within 2x, similar mission
GULF WINDS CREDIT UNIONFLW61 $76,972,087$69,136,567 CEO$411,909 Same NTEE code W61, revenue within 2x, similar name
EMPEOPLE CREDIT UNIONILW61 $154,864,755$143,848,749 President$2,704,392 Same NTEE code W61, revenue within 2x, similar name
CREDIT UNIONS IN THE STATE OF CALIFORNIACAW61 $110,386,749$104,869,185 PRESIDENT/CEO$637,654 Same NTEE code W61, revenue within 2x, similar mission
WHATCOM EDUCATIONAL CREDIT UNIONWAW61 $184,450,455$172,171,853 PRESIDENT & CEO$1,021,767 Same NTEE code W61, revenue within 2x
ADDITION FINANCIAL CREDIT UNIONFLW61 $172,550,204$155,260,898 PRESIDENT/CEO$1,050,845 Same NTEE code W61, revenue within 2x, similar name
ITHINK FINANCIAL CREDIT UNIONFLW61 $133,877,746$114,596,734 CEO$1,016,089 Same NTEE code W61, revenue within 2x, similar name
FIRST COMMUNITY CREDIT UNIONORW61 $81,023,964$60,676,869 PRESIDENT/CEO/TREASURER$1,213,128 Same NTEE code W61, revenue within 2x, similar name
POTLATCH NO 1 FEDERAL CREDIT UNIONIDW61 $149,606,550$153,816,314 PRESIDENT/CEO$5,740,863 Same NTEE code W61, revenue within 2x
STATE CHARTERED CREDIT UNIONS IN FLORIDAFLW61 $78,734,084$74,320,222 CHIEF EXECUTIVE OFFICER$1,024,490 Same NTEE code W61, revenue within 2x
AMERICAN EAGLE FINANCIAL CREDIT UNION INCORPORATEDCTW61 $127,109,502$116,502,228 PRESIDENT/CEO$854,686 Same NTEE code W61, revenue within 2x
BEACON CREDIT UNIONINW61 $70,997,309$66,494,991 President/CEO$732,369 Same NTEE code W61, revenue within 5x, same state, similar mission
VIA CREDIT UNIONINW61 $31,379,952$25,479,380 PRESIDENT/CEO/TREASURER OF THE BOARD$309,744 Same NTEE code W61, revenue within 5x, same state, similar name
TECH CREDIT UNIONINW61 $34,090,347$32,185,306 PRESIDENT/CEO$390,185 Same NTEE code W61, revenue within 5x, same state, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
WAYNE COUNTY INDIANA FOUNDATION INC DAF sponsor$13,1202 12013–2016 NATCO CREDIT UNION
POINTS OF LIGHT FOUNDATION DAF sponsor$10,0001 12015–2015 1ST CHOICE CREDIT UNION
THE COMMUNITY FDN OF MIDDLE TN INC DAF sponsor$5,0251 12022–2022 THE TENNESSEE CREDIT UNION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $119,619,367 spent · pay $41,273,415 · grants $165,000 · events $702,271
LineAs describedTotalProgramManagementFundraisingShare
Interest $38,918,122--- 32.5%
Other salaries and wages $28,975,425--- 24.2%
Other (as described)Provision for Loan Losses $9,357,809--- 7.8%
Other (as described)Collections and Loan Expenses $8,729,793--- 7.3%
Other employee benefits $5,563,162--- 4.7%
Information technology $5,086,328--- 4.3%
Occupancy $3,748,350--- 3.1%
Depreciation and depletion $3,705,052--- 3.1%
Pay: officers, directors, trustees, key employees $3,285,441--- 2.7%
Advertising and promotion $2,609,826--- 2.2%
Payroll taxes $2,289,668--- 1.9%
All other expenses $1,973,341--- 1.6%
Office expenses $1,373,499--- 1.1%
Pension plan contributions $1,159,719--- 1.0%
Other (as described)Income Tax $894,915--- 0.7%
Conferences, conventions and meetings $702,271--- 0.6%
Other (as described)Correspondent Service Expense $489,060--- 0.4%
Insurance $317,531--- 0.3%
Fees: accounting $165,609--- 0.1%
Grants to US organizations and governments $165,000--- 0.1%
Fees: legal $74,803--- 0.1%
Travel $34,643--- 0.0%
Total$119,619,367100%

View the filing

2023 · Form 990 · $96,142,707 spent · pay $36,629,174 · grants $165,000 · events $610,025
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $27,151,819--- 28.2%
Interest $25,723,984--- 26.8%
Other (as described)COLLECTIONS AND LOAN EXPENSES $7,687,607--- 8.0%
Other (as described)PROVISION FOR LOAN LOSSES $5,722,285--- 6.0%
Information technology $4,615,119--- 4.8%
Other employee benefits $3,725,161--- 3.9%
Occupancy $3,626,139--- 3.8%
Depreciation and depletion $3,485,450--- 3.6%
Pay: officers, directors, trustees, key employees $2,635,028--- 2.7%
Advertising and promotion $2,369,091--- 2.5%
Payroll taxes $2,103,010--- 2.2%
All other expenses $1,979,901--- 2.1%
Office expenses $1,238,639--- 1.3%
Other (as described)INCOME TAX $1,171,690--- 1.2%
Pension plan contributions $1,014,156--- 1.1%
Conferences, conventions and meetings $610,025--- 0.6%
Other (as described)CORRESPONDENT SERVICE EXPENSE $495,235--- 0.5%
Insurance $303,233--- 0.3%
Fees: accounting $215,482--- 0.2%
Grants to US organizations and governments $165,000--- 0.2%
Fees: legal $77,211--- 0.1%
Travel $27,442--- 0.0%
Total$96,142,707100%

View the filing

2022 · Form 990 · $74,186,755 spent · pay $34,052,830 · grants $165,000 · events $554,723
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $24,692,215--- 33.3%
Interest $9,236,277--- 12.5%
Other (as described)COLLECTIONS AND LOAN EXPENSES $7,527,495--- 10.1%
Other (as described)PROVISION FOR LOAN LOSS $4,266,436--- 5.8%
Information technology $3,978,960--- 5.4%
Occupancy $3,606,649--- 4.9%
Other employee benefits $3,461,627--- 4.7%
Depreciation and depletion $3,362,052--- 4.5%
Pay: officers, directors, trustees, key employees $2,834,793--- 3.8%
Advertising and promotion $2,533,938--- 3.4%
Payroll taxes $1,970,717--- 2.7%
All other expenses $1,708,530--- 2.3%
Office expenses $1,156,482--- 1.6%
Pension plan contributions $1,093,478--- 1.5%
Other (as described)INCOME TAX $950,237--- 1.3%
Conferences, conventions and meetings $554,723--- 0.7%
Other (as described)CORRESPONDENT SERVICE EXPENSE $492,760--- 0.7%
Insurance $293,543--- 0.4%
Fees: accounting $182,755--- 0.2%
Grants to US organizations and governments $165,000--- 0.2%
Fees: legal $79,871--- 0.1%
Travel $38,217--- 0.1%
Total$74,186,755100%

View the filing

2021 · Form 990 · $68,230,811 spent · pay $32,331,958 · grants $150,000 · events $347,569
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $23,707,542--- 34.7%
Interest $8,322,386--- 12.2%
Other (as described)COLLECTIONS AND OTHER LOAN EXPENSES $6,123,471--- 9.0%
Information technology $4,191,496--- 6.1%
Other employee benefits $3,356,007--- 4.9%
Occupancy $3,248,127--- 4.8%
Depreciation and depletion $3,130,529--- 4.6%
Other (as described)PROVISION FOR LOAN LOSS $2,555,845--- 3.7%
Advertising and promotion $2,553,083--- 3.7%
Pay: officers, directors, trustees, key employees $2,481,511--- 3.6%
All other expenses $2,010,599--- 2.9%
Payroll taxes $1,852,057--- 2.7%
Other (as described)INCOME TAX $1,267,671--- 1.9%
Office expenses $1,076,734--- 1.6%
Pension plan contributions $934,841--- 1.4%
Other (as described)CORRESPONDENT SERVICE EXPENSE $458,883--- 0.7%
Conferences, conventions and meetings $347,569--- 0.5%
Insurance $269,487--- 0.4%
Grants to US organizations and governments $150,000--- 0.2%
Fees: accounting $106,597--- 0.2%
Fees: legal $78,113--- 0.1%
Travel $8,263--- 0.0%
Total$68,230,811100%

View the filing

2020 · Form 990 · $76,897,255 spent · pay $32,251,713 · grants $150,000 · events $316,647
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $23,383,947--- 30.4%
Interest $13,636,709--- 17.7%
Other (as described)PROVISION FOR LOAN LOSS $8,331,490--- 10.8%
Other (as described)COLLECTIONS AND OTHER LOAN EXPENSES $5,589,887--- 7.3%
Other employee benefits $3,886,833--- 5.1%
Information technology $3,504,336--- 4.6%
Occupancy $3,451,345--- 4.5%
Depreciation and depletion $2,972,786--- 3.9%
Pay: officers, directors, trustees, key employees $2,218,186--- 2.9%
Advertising and promotion $2,078,000--- 2.7%
Payroll taxes $1,781,962--- 2.3%
All other expenses $1,734,917--- 2.3%
Office expenses $1,139,931--- 1.5%
Pension plan contributions $980,785--- 1.3%
Other (as described)INCOME TAX $802,013--- 1.0%
Other (as described)CORRESPONDENT SERVICE EXPENSE $413,801--- 0.5%
Conferences, conventions and meetings $316,647--- 0.4%
Insurance $247,023--- 0.3%
Fees: accounting $228,763--- 0.3%
Grants to US organizations and governments $150,000--- 0.2%
Fees: legal $42,353--- 0.1%
Travel $5,541--- 0.0%
Total$76,897,255100%

View the filing

2019 · Form 990 · $74,283,719 spent · pay $27,808,945 · grants $150,000 · events $578,985
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $19,757,783--- 26.6%
Interest $14,543,686--- 19.6%
Other (as described)PROVISION FOR LOAN LOSS $9,821,182--- 13.2%
Other (as described)COLLECTIONS AND OTHER LOAN EXPENSES $5,402,283--- 7.3%
Occupancy $3,800,563--- 5.1%
Information technology $3,143,666--- 4.2%
Pay: officers, directors, trustees, key employees $2,859,814--- 3.8%
Other employee benefits $2,781,441--- 3.7%
Depreciation and depletion $2,700,271--- 3.6%
Advertising and promotion $2,339,109--- 3.1%
Payroll taxes $1,565,292--- 2.1%
All other expenses $1,530,877--- 2.1%
Office expenses $1,090,810--- 1.5%
Pension plan contributions $844,615--- 1.1%
Conferences, conventions and meetings $578,985--- 0.8%
Other (as described)CORRESPONDENT SERVICE EXPENSE $444,370--- 0.6%
Other (as described)INCOME TAX $372,437--- 0.5%
Insurance $254,628--- 0.3%
Fees: accounting $223,737--- 0.3%
Grants to US organizations and governments $150,000--- 0.2%
Fees: legal $67,815--- 0.1%
Travel $10,355--- 0.0%
Total$74,283,719100%

View the filing

2018 · Form 990 · $65,823,766 spent · pay $26,544,017 · grants $150,000 · events $499,490
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $19,814,378--- 30.1%
Interest $9,845,925--- 15.0%
Other (as described)PROVISION FOR LOAN LOSS $7,947,412--- 12.1%
Other (as described)COLLECTIONS AND OTHER LOAN EXPENSES $5,179,234--- 7.9%
Information technology $3,642,804--- 5.5%
Occupancy $3,547,450--- 5.4%
Other employee benefits $2,574,999--- 3.9%
Depreciation and depletion $2,392,324--- 3.6%
Advertising and promotion $2,336,730--- 3.5%
Pay: officers, directors, trustees, key employees $1,867,541--- 2.8%
Payroll taxes $1,518,869--- 2.3%
All other expenses $1,200,677--- 1.8%
Office expenses $1,180,925--- 1.8%
Pension plan contributions $768,230--- 1.2%
Conferences, conventions and meetings $499,490--- 0.8%
Other (as described)INCOME TAX $421,043--- 0.6%
Other (as described)CORRESPONDENT SERVICE EXPENSE $404,771--- 0.6%
Insurance $244,374--- 0.4%
Fees: accounting $195,544--- 0.3%
Grants to US organizations and governments $150,000--- 0.2%
Fees: legal $73,566--- 0.1%
Travel $17,480--- 0.0%
Total$65,823,766100%

View the filing

2017 · Form 990 · $61,571,504 spent · pay $25,768,215 · grants $150,000 · events $477,230
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $19,055,261--- 30.9%
Interest $9,058,706--- 14.7%
Other (as described)PROVISION FOR LOAN LOSSESS $6,144,715--- 10.0%
Other (as described)COLLECTIONS AND OTHER LOAN EXPENSES $4,887,538--- 7.9%
Occupancy $3,517,172--- 5.7%
Information technology $2,835,714--- 4.6%
Depreciation and depletion $2,561,374--- 4.2%
Other employee benefits $2,535,438--- 4.1%
Advertising and promotion $2,246,440--- 3.6%
Pay: officers, directors, trustees, key employees $2,013,424--- 3.3%
Payroll taxes $1,463,082--- 2.4%
Office expenses $1,324,917--- 2.2%
All other expenses $1,157,008--- 1.9%
Pension plan contributions $701,010--- 1.1%
Other (as described)INCOME TAX $566,520--- 0.9%
Conferences, conventions and meetings $477,230--- 0.8%
Other (as described)CORRESPONENT SERVICE EXPENSE $358,045--- 0.6%
Insurance $228,637--- 0.4%
Fees: accounting $187,841--- 0.3%
Grants to US organizations and governments $150,000--- 0.2%
Fees: legal $77,568--- 0.1%
Travel $23,864--- 0.0%
Total$61,571,504100%

View the filing

2016 · Form 990 · $57,682,415 spent · pay $23,659,253 · grants $150,000 · events $479,817
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $17,564,863--- 30.5%
Interest $7,997,421--- 13.9%
Other (as described)COLLECTION AND OTHER LOAN EXPENSES $5,558,726--- 9.6%
Other (as described)PROVISION FOR LOAN LOSSES RECOVERY $4,694,098--- 8.1%
Occupancy $3,624,725--- 6.3%
Depreciation and depletion $3,094,403--- 5.4%
Information technology $2,517,437--- 4.4%
Advertising and promotion $2,338,628--- 4.1%
Other employee benefits $2,163,693--- 3.8%
Pay: officers, directors, trustees, key employees $1,959,031--- 3.4%
Payroll taxes $1,332,551--- 2.3%
Office expenses $1,258,414--- 2.2%
All other expenses $1,242,436--- 2.2%
Pension plan contributions $639,115--- 1.1%
Conferences, conventions and meetings $479,817--- 0.8%
Other (as described)CORRESPONDENT SERVICE EXPENSE $340,591--- 0.6%
Other (as described)INCOME TAX $229,034--- 0.4%
Insurance $207,838--- 0.4%
Fees: accounting $180,298--- 0.3%
Grants to US organizations and governments $150,000--- 0.3%
Fees: legal $91,649--- 0.2%
Travel $17,647--- 0.0%
Total$57,682,415100%

View the filing

2015 · Form 990 · $51,754,161 spent · pay $22,185,013 · grants $150,000 · events $475,667
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $16,097,569--- 31.1%
Interest $7,348,044--- 14.2%
Other (as described)COLLECTION AND OTHER LOAN EXPENSES $4,286,180--- 8.3%
Occupancy $3,719,719--- 7.2%
Depreciation and depletion $2,782,724--- 5.4%
Other (as described)PROVISION FOR LOAN LOSSES RECOVERY $2,772,376--- 5.4%
Information technology $2,304,066--- 4.5%
Advertising and promotion $2,262,882--- 4.4%
Other employee benefits $2,103,775--- 4.1%
Pay: officers, directors, trustees, key employees $2,083,043--- 4.0%
Payroll taxes $1,275,357--- 2.5%
Office expenses $1,211,947--- 2.3%
All other expenses $1,207,207--- 2.3%
Pension plan contributions $625,269--- 1.2%
Conferences, conventions and meetings $475,667--- 0.9%
Other (as described)CORRESPONDENT SERVICE EXPENSE $384,207--- 0.7%
Fees: accounting $200,044--- 0.4%
Insurance $198,714--- 0.4%
Grants to US organizations and governments $150,000--- 0.3%
Fees: legal $140,676--- 0.3%
Other (as described)INCOME TAX $99,705--- 0.2%
Travel $24,990--- 0.0%
Total$51,754,161100%

View the filing

2014 · Form 990 · $46,783,632 spent · pay $20,875,827 · grants $150,000 · events $468,395
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $15,129,895--- 32.3%
Interest $6,901,909--- 14.8%
Other (as described)COLLECTION AND OTHER LOAN EXPENSES $3,724,973--- 8.0%
Occupancy $3,382,070--- 7.2%
Other employee benefits $2,787,962--- 6.0%
Depreciation and depletion $2,512,744--- 5.4%
Advertising and promotion $2,261,191--- 4.8%
Information technology $1,679,716--- 3.6%
All other expenses $1,339,738--- 2.9%
Payroll taxes $1,211,374--- 2.6%
Pay: officers, directors, trustees, key employees $1,192,996--- 2.6%
Office expenses $1,179,102--- 2.5%
Other (as described)PROVISION FOR LOAN LOSSES RECOVERY $1,058,643--- 2.3%
Pension plan contributions $553,600--- 1.2%
Conferences, conventions and meetings $468,395--- 1.0%
Other (as described)CORRESPONDENT SERVICE EXPENSE $391,563--- 0.8%
Other (as described)INCOME TAX $317,942--- 0.7%
Insurance $253,161--- 0.5%
Fees: accounting $162,739--- 0.3%
Grants to US organizations and governments $150,000--- 0.3%
Fees: legal $116,708--- 0.2%
Travel $7,211--- 0.0%
Total$46,783,632100%

View the filing

2013 · Form 990 · $47,669,073 spent · pay $19,599,077 · grants $350,000 · events $500,098
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $14,347,725--- 30.1%
Interest $8,301,407--- 17.4%
Occupancy $3,510,637--- 7.4%
Other (as described)COLLECTION AND OTHER LOAN EXPENSES $3,388,393--- 7.1%
Depreciation and depletion $2,553,611--- 5.4%
Other employee benefits $2,440,294--- 5.1%
All other expenses $2,045,573--- 4.3%
Advertising and promotion $1,953,278--- 4.1%
Information technology $1,578,546--- 3.3%
Other (as described)PROVISION FOR LOAN LOSSES RECOVERY $1,214,766--- 2.5%
Payroll taxes $1,175,792--- 2.5%
Pay: officers, directors, trustees, key employees $1,130,893--- 2.4%
Office expenses $1,124,379--- 2.4%
Other (as described)INCOME TAX $568,003--- 1.2%
Pension plan contributions $504,373--- 1.1%
Conferences, conventions and meetings $500,098--- 1.0%
Other (as described)CORRESPONDENT SERVICE EXPENSE $385,045--- 0.8%
Grants to US organizations and governments $350,000--- 0.7%
Insurance $309,471--- 0.6%
Fees: accounting $203,961--- 0.4%
Fees: legal $72,286--- 0.2%
Travel $10,542--- 0.0%
Total$47,669,073100%

View the filing

2011 · Form 990 · $53,393,018 spent · pay $16,164,927 · grants $0 · events $386,230
LineAs describedTotalProgramManagementFundraisingShare
Interest $12,995,728--- 24.3%
Other salaries and wages $10,748,233--- 20.1%
Other (as described)PROVISION FOR LOAN LOSSES $5,501,553--- 10.3%
Other (as described)COLLECTION AND OTHER LOAN EXPENSES $4,252,319--- 8.0%
Occupancy $3,110,492--- 5.8%
All other expenses $3,048,071--- 5.7%
Depreciation and depletion $2,552,741--- 4.8%
Pay: officers, directors, trustees, key employees $2,321,507--- 4.3%
Advertising and promotion $1,636,528--- 3.1%
Other employee benefits $1,575,693--- 3.0%
Information technology $1,428,624--- 2.7%
Office expenses $1,086,873--- 2.0%
Payroll taxes $1,054,775--- 2.0%
Pension plan contributions $464,719--- 0.9%
Conferences, conventions and meetings $386,230--- 0.7%
Other (as described)CORRESPONDANT SERVICE EXPENSE $375,468--- 0.7%
Insurance $350,722--- 0.7%
Fees: legal $332,856--- 0.6%
Other (as described)ASSOCIATION DUES $127,257--- 0.2%
Fees: accounting $36,343--- 0.1%
Travel $6,286--- 0.0%
Total$53,393,018100%

View the filing

2010 · Form 990 · $70,163,462 spent · pay $15,713,766 · grants $0 · events $401,833
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PROVISIONS FOR LOAN LOSSES $18,046,917--- 25.7%
Interest $17,131,327--- 24.4%
Other salaries and wages $9,243,745--- 13.2%
Other (as described)COLLECTION AND OTHER LOAN EXPENSES $4,460,022--- 6.4%
Pay: officers, directors, trustees, key employees $3,795,616--- 5.4%
Occupancy $3,360,366--- 4.8%
All other expenses $2,942,455--- 4.2%
Depreciation and depletion $2,617,320--- 3.7%
Advertising and promotion $1,542,064--- 2.2%
Other employee benefits $1,426,623--- 2.0%
Information technology $1,303,485--- 1.9%
Office expenses $1,117,933--- 1.6%
Payroll taxes $913,798--- 1.3%
Conferences, conventions and meetings $401,833--- 0.6%
Insurance $378,771--- 0.5%
Other (as described)CORRESPONDENCE SERVICE EXPENSE $374,111--- 0.5%
Pension plan contributions $333,984--- 0.5%
Fees: legal $294,537--- 0.4%
Fees: accounting $178,200--- 0.3%
Other (as described)ASSOCIATION DUES $162,459--- 0.2%
Other (as described)SHARED BRANCH EXPENSE $124,606--- 0.2%
Travel $13,290--- 0.0%
Total$70,163,462100%

View the filing

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