CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO
Cite this
Plain text CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/credit-unions-chartered-in-the-state-of-colorado-840459116. Retrieved 2026-10-22.
APA furp.org. (n.d.). CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 22, 2026, from https://furp.org/org/credit-unions-chartered-in-the-state-of-colorado-840459116
MLA “CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO.” furp.org, tax years 2010–2024, https://furp.org/org/credit-unions-chartered-in-the-state-of-colorado-840459116. Accessed 22 Oct. 2026.
Retrieved 2026-10-22; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $216.4M · expenses $182.0M · assets $3.38B
- EIN
- 84-0459116
- Address
- 1 ENVIRONMENTAL WAY, BROOMFIELD, CO 80021-3415
- Website
- WWW.ELEVATIONSCU.COM
- NTEE code
- -
- Exempt type
- 501(c)(14): credit union (association)
- Ruling date
- August 1968 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Principal officer
- Richard L Shields (its 2012 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2012 (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
TOGETHER WE CREATE SOLUTIONS FOR A BETTER LIFE.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
56 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 |
|---|---|---|---|---|---|
| Gerry Agnes | PRESIDENT/CEO | 2010-2024 | $3,569,553 | $25,029,288 | 4 |
| Cameron White-Ford | VP MORTGAGE SALES | 2012-2024 | $674,656 | $13,027,085 | 1 |
| Michael Calcote | CHIEF FINANCIAL OFFICER | 2010-2024 | $1,271,697 | $11,894,011 | 1 |
| Elizabeth Million | SVP LENDING | 2012-2024 | $702,978 | $11,214,151 | 1 |
| Aaron Staufer | MORTGAGE SALES MANAGER | 2016-2024 | $667,242 | $8,782,595 | 1 |
| Raymond Lindley | CHIEF OPERATING OFFICER | 2018-2024 | $666,076 | $5,439,974 | 1 |
| Brian Holst | GENERAL COUNSEL | 2018-2024 | $682,105 | $5,373,793 | 1 |
| Tammy Teitscheid | CHIEF PEOPLE OFFICER | 2021-2024 | $626,191 | $3,419,689 | 2 |
| Dustin Montoya | CHIEF TECHNOLOGY OFFICER | 2022-2024 | $547,455 | $1,286,330 | 1 |
| Wendy Beswick | CHIEF MARKETING OFFICER | 2022-2024 | $507,451 | $901,220 | 2 |
| Rio Chacon | MORTGAGE LOAN ORIGINATOR | 2024 | $876,677 | $876,677 | 1 |
| Herbert John Marx | VP WEALTH MANAGEMENT | 2024 | $829,591 | $829,591 | 1 |
| Kate Brown | DIRECTOR | 2015-2024 | $50,000 | $360,141 | 4 |
| Don Cheyne | CHAIR UNTIL APR 2024 | 2011-2024 | $40,279 | $347,561 | 3 |
| Ray Martinez | CHAIR | 2014-2024 | $63,503 | $339,771 | 1 |
| Todd Gleeson | TREASURER | 2012-2024 | $52,864 | $315,653 | 1 |
| Nancy Herbert | DIRECTOR UNTIL APR 2024 | 2011-2024 | $28,984 | $306,010 | 2 |
| Natalie Baumgartner | DIRECTOR | 2015-2024 | $50,000 | $299,793 | 1 |
| Garry Woods | VICE CHAIR | 2020-2024 | $52,990 | $184,860 | 2 |
| Monica Stitt | SECRETARY | 2023-2024 | $50,000 | $95,833 | 1 |
| Jennifer Pasquino | DIRECTOR | 2023-2024 | $51,980 | $51,980 | 1 |
| Manuel Rodriguez | DIRECTOR | 2023-2024 | $45,833 | $45,833 | 1 |
| Todd Peyok (former) | SVP COMMERCIAL AND BUSINESS BANKING | 2014-2023 | $997,327 | $7,312,016 | 1 |
| Jay Champion (former) | CHIEF OPERATING OFFICER | 2011-2017 | $1,306,084 | $4,330,776 | 2 |
| Pierre Dupre (former) | CIO (THRU 03/15/2022) | 2017-2022 | $1,068,548 | $4,026,099 | 2 |
| Greg Roller (former) | MORTGAGE LOAN ORIGINATOR | 2010-2021 | $967,556 | $3,691,070 | 1 |
| Mary Ann Kammerer (former) | FORMER CHIEF ADMINISTRATIVE OFFIC | 2010-2016 | $751,315 | $2,380,358 | 1 |
| Lauri Larson (former) | MORTGAGE LOAN ORIGINATOR | 2013-2020 | $1,174,764 | $2,281,989 | 1 |
| Annette Matthies (former) | FORMER CHIEF HUMAN RESOURCES OFFI | 2010-2016 | $531,603 | $2,264,762 | 1 |
| Michael Roth (former) | MORTGAGE LOAN ORIGINATOR | 2010-2015 | $509,903 | $2,203,339 | 1 |
| Tammy Taylor (former) | CHIEF HUMAN RESOURCE OFFICER | 2018-2020 | $740,931 | $1,385,100 | 2 |
| Peter Reicks (former) | CSPO (THROUGH 5/18/21) | 2019-2021 | $480,471 | $1,250,480 | 1 |
| Blake Schaefer (former) | MORTGAGE SALES MANAGER | 2022-2023 | $460,563 | $1,209,696 | 1 |
| Todd Kern (former) | FORMER CHIEF MARKETING OFFICER | 2012-2015 | $218,394 | $1,145,099 | 2 |
| Steven Schmidle (former) | CSPO-THROUGH 4/5/19 | 2016-2019 | $108,050 | $1,136,858 | 1 |
| Debra Johnston (former) | CHIEF PEOPLE OFFICER | 2016-2017 | $573,645 | $781,913 | 1 |
| Eva Gaudio (former) | SVP STUDENT & GOVT AFFAIRS | 2016 | $762,609 | $762,609 | 3 |
| Jennifer Ramirez (former) | CXO (THROUGH 8/23/21) | 2020-2021 | $470,963 | $680,696 | 1 |
| Patrick Seal (former) | FINANCIAL ADVISOR | 2010-2014 | $352,775 | $573,830 | 1 |
| Ray Lindley (former) | CHIEF LENDING OFFICER | 2017 | $563,726 | $563,726 | 1 |
| James Champion (former) | COO | 2018 | $523,954 | $523,954 | 2 |
| Susan Green (former) | CMO-THROUGH 5/31/19 | 2018-2019 | $231,826 | $502,048 | 1 |
| Ian Bennett (former) | MORTGAGE LOAN ORIGINATOR | 2015 | $489,456 | $489,456 | 2 |
| James Perkins (former) | MORTGAGE LOAN ORIGINATOR | 2018 | $470,555 | $470,555 | 1 |
| Joel Beyer (former) | MORTGAGE LOAN ORIGINATOR | 2012 | $420,046 | $420,046 | 1 |
| Craig Burkhard (former) | COO | 2010 | $351,788 | $351,788 | 1 |
| Danielle Quatrochi (former) | CXO-6/1/19 THROUGH 10/1/19 | 2019 | $314,716 | $314,716 | 1 |
| Matt Henry (former) | CIAO | 2011 | $255,309 | $255,309 | 1 |
| Carol Ward (former) | SVP CORPORATE RISK | 2011 | $208,503 | $208,503 | 1 |
| Carroll Beach (former) | BOARD OF DIRECTORS (THRU 4/2022) | 2010-2022 | $22,747 | $187,700 | 2 |
| Katie Cowan (former) | BOARD OF DIRECTORS (THROUGH 4/26/21) | 2016-2021 | $20,000 | $148,844 | 1 |
| Jim Menghi (former) | BOARD OF DIRECTORS (THROUGH MAY 2020) | 2010-2020 | $20,865 | $118,511 | 1 |
| Barbara Brohl (former) | BOARD OF DIRECTORS | 2020-2023 | $12,500 | $113,750 | 1 |
| Eric Jones (former) | BOARD OF DIRECTORS - TREASURER | 2010-2019 | $41,574 | $104,390 | 2 |
| Monica Coughlin (former) | BOARD OF DIRECTORS | 2021-2022 | $40,000 | $40,000 | 1 |
| Eric Jones Board Of Directors - (former) | TREASURER (THROUGH MAY 2020) | 2020 | $20,865 | $20,865 | 1 |
Officers and directors, no compensation reported
7 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 |
|---|---|---|---|---|---|
| Ann Schmiesing | DIRECTOR | 2024 | 6 | $0 reported | 1 |
| Jonathan Goodman | DIRECTOR | 2024 | 6 | $0 reported | 1 |
| Caroll Beach (former) | BOARD OF DIRECTORS | 2016 | 3 | $0 reported | 1 |
| Carol Krismann (former) | BOARD OF DIRECTORS - SECRE | 2010-2015 | 3 | $0 reported | 2 |
| Katie Larson (former) | BOARD OF DIRECTORS - CHAIR | 2010-2015 | 4 | $0 reported | 2 |
| Jo Hetherington (former) | BOARD OF DIRECTORS | 2010-2011 | 3 | $0 reported | 2 |
| Vince Wayland (former) | BOARD OF DIRECTORS | 2010-2011 | 3 | $0 reported | 1 |
People by year
2024 · 24 people listed · 22 paid, $12.1M · 657 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $3,540,898 | $0 | $28,655 | $3,569,553 | 4 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $1,238,494 | $0 | $33,203 | $1,271,697 | 1 |
| RIO CHACON | MORTGAGE LOAN ORIGINATOR | 40 | $843,825 | $0 | $32,852 | $876,677 | 1 |
| HERBERT JOHN MARX | VP WEALTH MANAGEMENT | 40 | $801,208 | $0 | $28,383 | $829,591 | 1 |
| ELIZABETH MILLION | SVP LENDING | 40 | $676,552 | $0 | $26,426 | $702,978 | 1 |
| BRIAN HOLST | GENERAL COUNSEL | 40 | $648,902 | $0 | $33,203 | $682,105 | 1 |
| CAMERON WHITE-FORD | VP MORTGAGE SALES | 40 | $640,310 | $0 | $34,346 | $674,656 | 1 |
| AARON STAUFER | MORTGAGE SALES MANAGER | 40 | $643,941 | $0 | $23,301 | $667,242 | 1 |
| RAYMOND LINDLEY | CHIEF OPERATING OFFICER | 40 | $632,873 | $0 | $33,203 | $666,076 | 1 |
| TAMMY TEITSCHEID | CHIEF PEOPLE OFFICER | 40 | $593,111 | $0 | $33,080 | $626,191 | 2 |
| DUSTIN MONTOYA | CHIEF TECHNOLOGY OFFICER | 40 | $512,968 | $0 | $34,487 | $547,455 | 1 |
| WENDY BESWICK | CHIEF MARKETING OFFICER | 40 | $484,104 | $0 | $23,347 | $507,451 | 2 |
| RAY MARTINEZ | CHAIR | 8 | $63,503 | $0 | $0 | $63,503 | 1 |
| GARRY WOODS | VICE CHAIR | 6 | $52,990 | $0 | $0 | $52,990 | 2 |
| TODD GLEESON | TREASURER | 6 | $52,864 | $0 | $0 | $52,864 | 1 |
| JENNIFER PASQUINO | DIRECTOR | 6 | $51,980 | $0 | $0 | $51,980 | 1 |
| MONICA STITT | SECRETARY | 6 | $50,000 | $0 | $0 | $50,000 | 1 |
| KATE BROWN | DIRECTOR | 6 | $50,000 | $0 | $0 | $50,000 | 4 |
| NATALIE BAUMGARTNER | DIRECTOR | 6 | $50,000 | $0 | $0 | $50,000 | 1 |
| MANUEL RODRIGUEZ | DIRECTOR | 6 | $45,833 | $0 | $0 | $45,833 | 1 |
| DON CHEYNE | CHAIR UNTIL APR 2024 | 10 | $40,279 | $0 | $0 | $40,279 | 3 |
| NANCY HERBERT | DIRECTOR UNTIL APR 2024 | 6 | $28,984 | $0 | $0 | $28,984 | 2 |
| ANN SCHMIESING | DIRECTOR | 6 | $0 | $0 | $0 | $0 | 1 |
| JONATHAN GOODMAN | DIRECTOR | 6 | $0 | $0 | $0 | $0 | 1 |
2023 · 23 people listed · 21 paid, $10.0M · 748 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RAYMOND LINDLEY | CHIEF OPERATING OFFICER | 40 | $1,275,850 | $0 | $31,367 | $1,307,217 | 1 |
| GERRY AGNES | PRESIDENT/CEO | 40 | $1,207,116 | $0 | $27,123 | $1,234,239 | 4 |
| TAMMY TEITSCHEID | CHIEF HUMAN RESOURCE OFFICER | 40 | $1,162,474 | $0 | $31,367 | $1,193,841 | 2 |
| TODD PEYOK | SVP COMMERCIAL AND BUSINESS BANKING | 40 | $964,845 | $0 | $32,482 | $997,327 | 1 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $760,651 | $0 | $31,367 | $792,018 | 1 |
| ELIZABETH MILLION | SVP LENDING | 40 | $674,972 | $0 | $25,046 | $700,018 | 1 |
| BRIAN HOLST | GENERAL COUNSEL | 40 | $660,935 | $0 | $31,367 | $692,302 | 1 |
| AARON STAUFER | MORTGAGE SALES MANAGER | 40 | $656,498 | $0 | $22,434 | $678,932 | 1 |
| CAMERON WHITE-FORD | VP MORTGAGE SALES | 40 | $638,111 | $0 | $32,584 | $670,695 | 1 |
| DUSTIN MONTOYA | CHIEF INFORMATION OFFICER | 40 | $444,728 | $0 | $32,482 | $477,210 | 1 |
| BLAKE SCHAEFER | MORTGAGE SALES MANAGER | 40 | $429,126 | $0 | $31,437 | $460,563 | 1 |
| WENDY BESWICK | CHIEF MARKETING OFFICER | 40 | $312,716 | $0 | $15,132 | $327,848 | 2 |
| DON CHEYNE | BOARD OF DIRECTORS - CHAIR | 10 | $79,191 | $0 | $0 | $79,191 | 3 |
| RAY MARTINEZ | BOARD OF DIRECTORS - VICE CHAIR | 8 | $59,337 | $0 | $0 | $59,337 | 1 |
| GARRY WOODS | BOARD OF DIRECTORS - SECRETARY | 6 | $53,371 | $0 | $0 | $53,371 | 2 |
| TODD GLEESON | BOARD OF DIRECTORS - TREASURER | 6 | $51,836 | $0 | $0 | $51,836 | 1 |
| KATE BROWN | BOARD OF DIRECTORS | 6 | $50,000 | $0 | $0 | $50,000 | 4 |
| NANCY HERBERT | BOARD OF DIRECTORS | 6 | $50,000 | $0 | $0 | $50,000 | 2 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 6 | $50,000 | $0 | $0 | $50,000 | 1 |
| MONICA STITT | BOARD OF DIRECTORS | 6 | $45,833 | $0 | $0 | $45,833 | 1 |
| BARBARA BROHL | BOARD OF DIRECTORS | 6 | $12,500 | $0 | $0 | $12,500 | 1 |
| MANUEL RODRIGUEZ | BOARD OF DIRECTORS (BEG. 11/2023) | 6 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER PASQUINO | BOARD OF DIRECTORS (BEG. 10/2023) | 6 | $0 | $0 | $0 | $0 | 1 |
2022 · 23 people listed · 23 paid, $12.5M · 825 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $1,151,811 | $0 | $555,112 | $1,706,923 | 4 |
| BRIAN HOLST | GENERAL COUNSEL | 40 | $1,234,189 | $0 | $99,154 | $1,333,343 | 1 |
| AARON STAUFER | MORTGAGE SALES MANAGER | 40 | $1,181,149 | $0 | $20,792 | $1,201,941 | 1 |
| ELIZABETH MILLION | SVP MORTGAGE SALES | 40 | $1,076,388 | $0 | $124,328 | $1,200,716 | 1 |
| TODD PEYOK | SVP COMMERCIAL AND BUSINESS BANKING | 40 | $989,966 | $0 | $130,777 | $1,120,743 | 1 |
| PIERRE DUPRE | CIO (THRU 03/15/2022) | 40 | $1,054,401 | $0 | $14,147 | $1,068,548 | 2 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $721,132 | $0 | $200,970 | $922,102 | 1 |
| CAMERON WHITE-FORD | VP MORTGAGE SALES | 40 | $839,889 | $0 | $29,428 | $869,317 | 1 |
| TAMMY TEITSCHEID | CHIEF HUMAN RESOURCE OFFICER | 40 | $640,731 | $0 | $134,191 | $774,922 | 2 |
| RAYMOND LINDLEY | CHIEF OPERATING OFFICER | 40 | $596,986 | $0 | $160,390 | $757,376 | 1 |
| BLAKE SCHAEFER | MORTGAGE SALES MANAGER | 40 | $719,705 | $0 | $29,428 | $749,133 | 1 |
| DUSTIN MONTOYA | CHIEF INFORMATION OFFICER | 40 | $175,086 | $0 | $86,579 | $261,665 | 1 |
| WENDY BESWICK | CHIEF MARKETING OFFICER | 40 | $55,769 | $0 | $10,152 | $65,921 | 2 |
| KATE BROWN | BOARD OF DIRECTORS | 6 | $50,553 | $0 | $0 | $50,553 | 4 |
| DON CHEYNE | BOARD OF DIRECTORS - CHAIR | 10 | $50,246 | $0 | $0 | $50,246 | 3 |
| TODD GLEESON | BOARD OF DIRECTORS | 6 | $48,214 | $0 | $0 | $48,214 | 1 |
| RAY MARTINEZ | BOARD OF DIRECTORS - VICE CHAIR | 8 | $46,420 | $0 | $0 | $46,420 | 1 |
| GARRY WOODS | BOARD OF DIRECTORS - SECRETARY | 6 | $40,582 | $0 | $0 | $40,582 | 2 |
| BARBARA BROHL | BOARD OF DIRECTORS - TREASURER | 6 | $40,000 | $0 | $0 | $40,000 | 1 |
| NANCY HERBERT | BOARD OF DIRECTORS | 6 | $40,000 | $0 | $0 | $40,000 | 2 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 6 | $40,000 | $0 | $0 | $40,000 | 1 |
| MONICA COUGHLIN | BOARD OF DIRECTORS | 6 | $40,000 | $0 | $0 | $40,000 | 1 |
| CARROLL BEACH | BOARD OF DIRECTORS (THRU 4/2022) | 6 | $22,747 | $0 | $0 | $22,747 | 2 |
2021 · 24 people listed · 23 paid, $17.5M · 756 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $3,252,984 | $0 | $554,271 | $3,807,255 | 4 |
| CAMERON WHITE-FORD | VP MORTGAGE SALES | 40 | $1,733,425 | $0 | $28,209 | $1,761,634 | 1 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $1,566,466 | $0 | $191,417 | $1,757,883 | 1 |
| ELIZABETH MILLION | SVP MORTGAGE SALES | 40 | $1,626,807 | $0 | $123,361 | $1,750,168 | 1 |
| AARON STAUFER | MORTGAGE SALES MANAGER | 40 | $1,637,211 | $0 | $19,793 | $1,657,004 | 1 |
| TODD PEYOK | VP COMMERCIAL LENDING | 40 | $1,033,688 | $0 | $129,823 | $1,163,511 | 1 |
| GREG ROLLER | MORTGAGE LOAN ORIGINATOR | 40 | $939,347 | $0 | $28,209 | $967,556 | 1 |
| BRIAN HOLST | GENERAL COUNSEL | 40 | $726,129 | $0 | $149,206 | $875,335 | 1 |
| RAYMOND LINDLEY | CHIEF OPERATING OFFICER | 40 | $694,002 | $0 | $159,351 | $853,353 | 1 |
| TAMMY TEITSCHEID | CHIEF HUMAN RESOURCE OFFICER | 40 | $691,485 | $0 | $133,250 | $824,735 | 2 |
| PIERRE DUPRE | CHIEF INFORMATION OFFICER | 40 | $673,765 | $0 | $141,420 | $815,185 | 2 |
| PETER REICKS | CSPO (THROUGH 5/18/21) | 40 | $462,916 | $0 | $17,555 | $480,471 | 1 |
| JENNIFER RAMIREZ | CXO (THROUGH 8/23/21) | 40 | $455,223 | $0 | $15,740 | $470,963 | 1 |
| KATE BROWN | BOARD OF DIRECTORS - CHAIR | 10 | $50,000 | $0 | $0 | $50,000 | 4 |
| DON CHEYNE | BOARD OF DIRECTORS - VICE CHAIR | 8 | $40,000 | $0 | $0 | $40,000 | 3 |
| BARBARA BROHL | BOARD OF DIRECTORS - TREASURER | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
| RAY MARTINEZ | BOARD OF DIRECTORS - SECRETARY | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
| NANCY HERBERT | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 2 |
| CARROLL BEACH | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 2 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
| TODD GLEESON | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
| GARRY WOODS | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 2 |
| KATIE COWAN | BOARD OF DIRECTORS (THROUGH 4/26/21) | 6 | $20,000 | $0 | $0 | $20,000 | 1 |
| MONICA COUGHLIN | BOARD OF DIRECTORS | 6 | $0 | $0 | $0 | $0 | 1 |
2020 · 25 people listed · 25 paid, $14.5M · 699 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAMERON WHITE-FORD | MORTGAGE SALES MANAGER | 40 | $2,073,741 | $0 | $27,383 | $2,101,124 | 1 |
| AARON STAUFER | MORTGAGE LOAN ORIGINATOR | 40 | $1,713,475 | $0 | $19,319 | $1,732,794 | 1 |
| ELIZABETH MILLION | VP MORTGAGE SALES | 40 | $1,529,198 | $0 | $71,905 | $1,601,103 | 1 |
| GERRY AGNES | PRESIDENT/CEO | 40 | $1,034,903 | $0 | $553,619 | $1,588,522 | 4 |
| TODD PEYOK | VP COMMERCIAL LENDING | 40 | $1,107,294 | $0 | $78,268 | $1,185,562 | 1 |
| LAURI LARSON | MORTGAGE LOAN ORIGINATOR | 40 | $1,155,809 | $0 | $18,955 | $1,174,764 | 1 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $727,361 | $0 | $178,620 | $905,981 | 1 |
| BRIAN HOLST | GENERAL COUNSEL | 40 | $655,414 | $0 | $148,185 | $803,599 | 1 |
| RAYMOND LINDLEY | CHIEF OPERATING OFFICER | 40 | $632,182 | $0 | $158,330 | $790,512 | 1 |
| PIERRE DUPRE | CHIEF INFORMATION OFFICER | 40 | $617,247 | $0 | $140,859 | $758,106 | 2 |
| TAMMY TAYLOR | CHIEF HUMAN RESOURCE OFFICER | 40 | $608,391 | $0 | $132,540 | $740,931 | 2 |
| PETER REICKS | CSPO | 40 | $376,447 | $0 | $117,717 | $494,164 | 1 |
| JENNIFER RAMIREZ | CXO | 40 | $190,334 | $0 | $19,399 | $209,733 | 1 |
| KATE BROWN | BOARD OF DIRECTORS - CHAIR | 10 | $50,000 | $0 | $0 | $50,000 | 4 |
| DON CHEYNE | BOARD OF DIRECTORS - VICE CHAIR | 8 | $40,000 | $0 | $0 | $40,000 | 3 |
| RAY MARTINEZ | BOARD OF DIRECTORS - SECRETARY | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
| NANCY HERBERT | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 2 |
| CARROLL BEACH | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 2 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
| KATIE COWAN | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
| TODD GLEESON | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
| BARBARA BROHL | BOARD OF DIRECTORS - TREASURER | 6 | $26,250 | $0 | $0 | $26,250 | 1 |
| ERIC JONES BOARD OF DIRECTORS - | TREASURER (THROUGH MAY 2020) | 6 | $20,865 | $0 | $0 | $20,865 | 1 |
| JIM MENGHI | BOARD OF DIRECTORS (THROUGH MAY 2020) | 6 | $20,865 | $0 | $0 | $20,865 | 1 |
| GARRY WOODS | BOARD OF DIRECTORS | 6 | $2,917 | $0 | $0 | $2,917 | 2 |
2019 · 25 people listed · 25 paid, $10.0M · 673 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $964,616 | $0 | $553,506 | $1,518,122 | 4 |
| CAMERON WHITE-FORD | MORTGAGE SALES MANAGER | 40 | $1,053,706 | $0 | $27,300 | $1,081,006 | 1 |
| TODD PEYOK | VP COMMERCIAL LENDING | 40 | $813,426 | $0 | $78,076 | $891,502 | 1 |
| ELIZABETH MILLION | VP MORTGAGE SALES | 40 | $846,530 | $0 | $20,797 | $867,327 | 1 |
| AARON STAUFER | MORTGAGE LOAN ORIGINATOR | 40 | $778,950 | $0 | $19,220 | $798,170 | 1 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $575,171 | $0 | $178,205 | $753,376 | 1 |
| LAURI LARSON | MORTGAGE LOAN ORIGINATOR | 40 | $596,715 | $0 | $18,746 | $615,461 | 1 |
| BRIAN HOLST | GENERAL COUNSEL | 40 | $453,172 | $0 | $147,770 | $600,942 | 1 |
| PIERRE DUPRE | CHIEF INFORMATION OFFICER | 40 | $397,099 | $0 | $140,539 | $537,638 | 2 |
| RAYMOND LINDLEY | CHIEF OPERATING OFFICER | 40 | $376,249 | $0 | $157,912 | $534,161 | 1 |
| TAMMY TAYLOR | CHIEF HUMAN RESOURCE OFFICER | 40 | $366,941 | $0 | $132,266 | $499,207 | 2 |
| DANIELLE QUATROCHI | CXO-6/1/19 THROUGH 10/1/19 | 40 | $293,562 | $0 | $21,154 | $314,716 | 1 |
| PETER REICKS | CSPO | 40 | $228,833 | $0 | $47,012 | $275,845 | 1 |
| SUSAN GREEN | CMO-THROUGH 5/31/19 | 40 | $223,701 | $0 | $8,125 | $231,826 | 1 |
| STEVEN SCHMIDLE | CSPO-THROUGH 4/5/19 | 40 | $98,685 | $0 | $9,365 | $108,050 | 1 |
| KATE BROWN | BOARD OF DIRECTORS - CHAIR | 10 | $48,519 | $0 | $0 | $48,519 | 4 |
| NANCY HERBERT | BOARD OF DIRECTORS | 6 | $46,500 | $0 | $0 | $46,500 | 2 |
| ERIC JONES | BOARD OF DIRECTORS - TREASURER | 6 | $39,697 | $0 | $1,877 | $41,574 | 2 |
| RAY MARTINEZ | BOARD OF DIRECTORS - SECRETARY | 6 | $35,000 | $0 | $4,337 | $39,337 | 1 |
| CARROLL BEACH | BOARD OF DIRECTORS | 6 | $38,809 | $0 | $0 | $38,809 | 2 |
| DON CHEYNE | BOARD OF DIRECTORS - VICE CHAIR | 8 | $37,824 | $0 | $0 | $37,824 | 3 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 6 | $37,293 | $0 | $0 | $37,293 | 1 |
| KATIE COWAN | BOARD OF DIRECTORS | 6 | $36,286 | $0 | $0 | $36,286 | 1 |
| TODD GLEESON | BOARD OF DIRECTORS | 6 | $35,689 | $0 | $0 | $35,689 | 1 |
| JIM MENGHI | BOARD OF DIRECTORS | 6 | $35,000 | $0 | $0 | $35,000 | 1 |
2018 · 24 people listed · 24 paid, $8.0M · 643 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $890,899 | $0 | $26,166 | $917,065 | 4 |
| CAMERON WHITE-FORD | MORTGAGE SALES MAANGER | 40 | $823,001 | $0 | $26,660 | $849,661 | 1 |
| TODD PEYOK | VP COMMERCIAL LENDING | 40 | $818,238 | $0 | $27,580 | $845,818 | 1 |
| ELIZABETH MILLION | VP MORTGAGE SALES | 40 | $726,079 | $0 | $20,850 | $746,929 | 1 |
| AARON STAUFER | MORTGAGE LOAN ORIGINATOR | 40 | $634,501 | $0 | $18,517 | $653,018 | 1 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $538,819 | $0 | $27,506 | $566,325 | 1 |
| RAYMOND LINDLEY | CHIEF OPERATING OFFICER | 40 | $313,351 | $0 | $217,928 | $531,279 | 1 |
| JAMES CHAMPION | COO | 40 | $498,119 | $0 | $25,835 | $523,954 | 2 |
| JAMES PERKINS | MORTGAGE LOAN ORIGINATOR | 40 | $444,144 | $0 | $26,411 | $470,555 | 1 |
| PIERRE DUPRE | CHIEF INFORMATION OFFICER | 40 | $426,735 | $0 | $19,202 | $445,937 | 2 |
| BRIAN HOLST | GENERAL COUNSEL | 40 | $362,929 | $0 | $23,238 | $386,167 | 1 |
| STEVEN SCHMIDLE | CSPO | 40 | $253,713 | $0 | $27,192 | $280,905 | 1 |
| SUSAN GREEN | CMO | 40 | $252,213 | $0 | $18,009 | $270,222 | 1 |
| TAMMY TAYLOR | CHIEF HUMAN RESOURCE OFFICER | 40 | $140,728 | $0 | $4,234 | $144,962 | 2 |
| NANCY HERBERT | BOARD OF DIRECTORS - CHAIR | 10 | $40,813 | $0 | $0 | $40,813 | 2 |
| ERIC JONES | BOARD OF DIRECTORS - TREASURER | 6 | $35,326 | $0 | $1,877 | $37,203 | 2 |
| JIM MENGHI | BOARD OF DIRECTORS | 6 | $36,986 | $0 | $0 | $36,986 | 1 |
| DON CHEYNE | BOARD OF DIRECTORS | 6 | $36,953 | $0 | $0 | $36,953 | 3 |
| KATE BROWN | BOARD OF DIRECTORS - VICE | 8 | $36,236 | $0 | $0 | $36,236 | 4 |
| TODD GLEESON | BOARD OF DIRECTORS | 6 | $34,550 | $0 | $0 | $34,550 | 1 |
| RAY MARTINEZ | BOARD OF DIRECTORS - SECRETARY | 6 | $30,000 | $0 | $4,337 | $34,337 | 1 |
| CARROLL BEACH | BOARD OF DIRECTORS | 6 | $32,930 | $0 | $0 | $32,930 | 2 |
| KATIE COWAN | BOARD OF DIRECTORS | 6 | $31,725 | $0 | $0 | $31,725 | 1 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 6 | $30,000 | $0 | $0 | $30,000 | 1 |
2017 · 22 people listed · 22 paid, $11.1M · 574 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $818,060 | $0 | $2,056,223 | $2,874,283 | 4 |
| JAY CHAMPION | CHIEF OPERATING OFFICER | 40 | $724,804 | $0 | $581,280 | $1,306,084 | 2 |
| CAMERON WHITE-FORD | MORTGAGE LOAN ORIGINATOR | 40 | $954,574 | $0 | $26,161 | $980,735 | 1 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $729,957 | $0 | $179,330 | $909,287 | 1 |
| ELIZABETH MILLION | AVP MORTGAGE SALES | 40 | $829,074 | $0 | $20,600 | $849,674 | 1 |
| TODD PEYOK | VP COMMERCIAL LENDING | 40 | $691,183 | $0 | $78,063 | $769,246 | 1 |
| AARON STAUFER | MORTGAGE LOAN ORIGINATOR | 40 | $679,220 | $0 | $18,317 | $697,537 | 1 |
| DEBRA JOHNSTON | CHIEF PEOPLE OFFICER | 40 | $562,534 | $0 | $11,111 | $573,645 | 1 |
| RAY LINDLEY | CHIEF LENDING OFFICER | 40 | $375,543 | $0 | $188,183 | $563,726 | 1 |
| GREG ROLLER | MORTGAGE LOAN ORIGINATOR | 40 | $498,162 | $0 | $26,460 | $524,622 | 1 |
| STEVEN SCHMIDLE | CHIEF STRATEGY & PERFORMAN | 40 | $320,501 | $0 | $94,859 | $415,360 | 1 |
| PIERRE DUPRE | CHIEF INFORMATION OFFICER | 40 | $346,908 | $0 | $53,777 | $400,685 | 2 |
| NANCY HERBERT | BOARD OF DIRECTORS - CHAIR | 10 | $29,713 | $0 | $0 | $29,713 | 2 |
| RAY MARTINEZ | BOARD OF DIRECTORS - SECRETARY | 6 | $26,837 | $0 | $0 | $26,837 | 1 |
| KATIE COWAN | BOARD OF DIRECTORS | 6 | $25,833 | $0 | $0 | $25,833 | 1 |
| JIM MENGHI | BOARD OF DIRECTORS | 6 | $25,660 | $0 | $0 | $25,660 | 1 |
| ERIC JONES | BOARD OF DIRECTORS - TREASURER | 6 | $25,613 | $0 | $0 | $25,613 | 2 |
| KATE BROWN | BOARD OF DIRECTORS - VICE | 8 | $24,833 | $0 | $0 | $24,833 | 4 |
| CARROLL BEACH | BOARD OF DIRECTORS | 6 | $23,214 | $0 | $0 | $23,214 | 2 |
| DON CHEYNE | BOARD OF DIRECTORS | 6 | $23,068 | $0 | $0 | $23,068 | 3 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 6 | $22,500 | $0 | $0 | $22,500 | 1 |
| TODD GLEESON | BOARD OF DIRECTORS | 6 | $22,500 | $0 | $0 | $22,500 | 1 |
2016 · 22 people listed · 12 paid, $9.1M · 514 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $814,341 | $0 | $555,071 | $1,369,412 | 4 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $579,972 | $0 | $653,019 | $1,232,991 | 1 |
| CAMERON WHITE-FORD | MORTGAGE LOAN ORIGINATOR | 40 | $1,069,331 | $0 | $25,175 | $1,094,506 | 1 |
| ELIZABETH MILLION | AVP MORTGAGE SALES | 40 | $823,565 | $0 | $20,131 | $843,696 | 1 |
| EVA GAUDIO | SVP STUDENT & GOVT AFFAIRS | 40 | $244,145 | $0 | $518,464 | $762,609 | 3 |
| MARY ANN KAMMERER | FORMER CHIEF ADMINISTRATIVE OFFIC | 40 | $525,653 | $0 | $225,662 | $751,315 | 1 |
| AARON STAUFER | MORTGAGE LOAN ORIGINATOR | 40 | $677,840 | $0 | $18,117 | $695,957 | 1 |
| JAY CHAMPION | CHIEF OPERATING OFFICER | 40 | $563,843 | $0 | $102,199 | $666,042 | 2 |
| GREG ROLLER | MORTGAGE LOAN ORIGINATOR | 40 | $590,244 | $0 | $26,260 | $616,504 | 1 |
| ANNETTE MATTHIES | FORMER CHIEF HUMAN RESOURCES OFFI | 40 | $530,065 | $0 | $1,538 | $531,603 | 1 |
| STEVEN SCHMIDLE | CHIEF STRATEGY & PERFORMANCE OFFICER | 40 | $239,037 | $0 | $93,506 | $332,543 | 1 |
| DEBRA JOHNSTON | CHIEF PEOPLE OFFICER | 40 | $105,128 | $0 | $103,140 | $208,268 | 1 |
| KATIE COWAN | BOARD OF DIRECTORS - CHAIR | 4 | $0 | $0 | $0 | $0 | 1 |
| NANCY HERBERT | BOARD OF DIRECTORS - VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 2 |
| KATE BROWN | BOARD OF DIRECTORS - SECRETARY | 3 | $0 | $0 | $0 | $0 | 4 |
| ERIC JONES | BOARD OF DIRECTORS - TREAS | 3 | $0 | $0 | $0 | $0 | 2 |
| TODD GLEESON | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| JIM MENGHI | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| DON CHEYNE | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 3 |
| RAY MARTINEZ | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| CAROLL BEACH | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
2015 · 22 people listed · 11 paid, $6.4M · 480 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $660,721 | $0 | $556,311 | $1,217,032 | 4 |
| CAMERON WHITE-FORD | MORTGAGE LOAN ORIGINATOR | 40 | $903,861 | $0 | $23,120 | $926,981 | 1 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $498,294 | $0 | $127,329 | $625,623 | 1 |
| ELIZABETH MILLION | AVP MORTGAGE SALES | 40 | $592,628 | $0 | $18,660 | $611,288 | 1 |
| JAY CHAMPION | CHIEF OPERATING OFFICER | 40 | $480,828 | $0 | $101,893 | $582,721 | 2 |
| MICHAEL ROTH | MORTGAGE LOAN ORIGINATOR | 40 | $485,539 | $0 | $24,364 | $509,903 | 1 |
| GREG ROLLER | MORTGAGE LOAN ORIGINATOR | 40 | $477,308 | $0 | $24,364 | $501,672 | 1 |
| IAN BENNETT | MORTGAGE LOAN ORIGINATOR | 40 | $464,963 | $0 | $24,493 | $489,456 | 2 |
| ANNETTE MATTHIES | CHIEF HUMAN RESOURCES OFFI | 40 | $278,800 | $0 | $70,118 | $348,918 | 1 |
| MARY ANN KAMMERER | CHIEF ADMINISTRATIVE OFFIC | 40 | $254,863 | $0 | $66,396 | $321,259 | 1 |
| TODD KERN | FORMER CHIEF MARKETING OFFICER | 40 | $215,901 | $0 | $2,493 | $218,394 | 2 |
| KATIE LARSON | BOARD OF DIRECTORS - CHAIR | 4 | $0 | $0 | $0 | $0 | 2 |
| NANCY HERBERT | BOARD OF DIRECTORS - VICE | 3 | $0 | $0 | $0 | $0 | 2 |
| ERIC JONES | BOARD OF DIRECTORS - TREAS | 3 | $0 | $0 | $0 | $0 | 2 |
| TODD GLEESON | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| JIM MENGHI | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| CAROL KRISMANN | BOARD OF DIRECTORS - SECRE | 3 | $0 | $0 | $0 | $0 | 2 |
| CARROLL BEACH | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| DON CHEYNE | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 3 |
| RAY MARTINEZ | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| NATALIE BAUMGARTNER | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| KATE BROWN | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 4 |
2014 · 20 people listed · 11 paid, $5.4M · 436 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $763,179 | $0 | $291,859 | $1,055,038 | 4 |
| MICHAEL CALCOTE | CHIEF FINANCIAL OFFICER | 40 | $522,024 | $0 | $125,205 | $647,229 | 1 |
| JAY CHAMPION | CHIEF OPERATING OFFICER | 40 | $502,870 | $0 | $99,781 | $602,651 | 2 |
| CAMERON WHITE-FORD | MORTGAGE LOAN ORIGINATOR | 40 | $545,264 | $0 | $23,988 | $569,252 | 1 |
| ELIZABETH MILLION | AVP MORTGAGE SALES | 40 | $426,284 | $0 | $24,476 | $450,760 | 1 |
| ANNETTE MATTHIES | CHIEF HUMAN RESOURCES OFFI | 40 | $313,257 | $0 | $70,393 | $383,650 | 1 |
| TODD KERN | CHIEF MARKETING OFFICER | 40 | $305,450 | $0 | $73,571 | $379,021 | 2 |
| PATRICK SEAL | FINANCIAL ADVISOR | 40 | $328,643 | $0 | $24,132 | $352,775 | 1 |
| TODD PEYOK | VP COMMERCIAL LENDING | 40 | $319,371 | $0 | $18,936 | $338,307 | 1 |
| MARY ANN KAMMERER | CHIEF ADMINISTRATIVE OFFICER | 40 | $250,326 | $0 | $67,221 | $317,547 | 1 |
| MICHAEL ROTH | MORTGAGE LOAN ORIGINATOR | 40 | $284,671 | $0 | $24,374 | $309,045 | 1 |
| KATIE LARSON | BOARD OF DIRECTORS - CHAIR | 4 | $0 | $0 | $0 | $0 | 2 |
| NANCY HERBERT | BOARD OF DIRECTORS - VICE | 3 | $0 | $0 | $0 | $0 | 2 |
| ERIC JONES | BOARD OF DIRECTORS - TREASURER | 3 | $0 | $0 | $0 | $0 | 2 |
| TODD GLEESON | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| JIM MENGHI | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| CAROL KRISMANN | BOARD OF DIRECTORS - SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| CARROLL BEACH | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| DON CHEYNE | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 3 |
| RAY MARTINEZ | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
2013 · 19 people listed · 11 paid, $6.5M · 419 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $1,820,842 | $0 | $290,207 | $2,111,049 | 4 |
| CAMERON WHITE-FORD | MORTGAGE SALES MANAGER | 40 | $697,521 | $0 | $22,423 | $719,944 | 1 |
| MICHAEL ROTH | MORTGAGE LOAN ORIGINATOR | 40 | $485,403 | $0 | $22,366 | $507,769 | 1 |
| LAURI LARSON | MORTGAGE LOAN ORIGINATOR | 40 | $476,566 | $0 | $15,198 | $491,764 | 1 |
| MICHAEL CALCOTE | CFO | 40 | $360,258 | $0 | $124,116 | $484,374 | 1 |
| GREG ROLLER | MORTGAGE LOAN ORIGINATOR | 40 | $435,312 | $0 | $22,366 | $457,678 | 1 |
| JAY CHAMPION | CMSLO | 40 | $347,206 | $0 | $98,954 | $446,160 | 2 |
| ELIZABETH MILLION | AVP MORTGAGE SALES | 40 | $427,152 | $0 | $17,989 | $445,141 | 1 |
| TODD KERN | CHIEF MARKETING OFFICER | 40 | $229,894 | $0 | $70,349 | $300,243 | 2 |
| ANNETTE MATTHIES | CHIEF HUMAN RESOURCES OFFI | 40 | $230,344 | $0 | $68,568 | $298,912 | 1 |
| MARY ANN KAMMERER | CHIEF PRODUCT OFFICER | 40 | $221,448 | $0 | $64,639 | $286,087 | 1 |
| CARROLL BEACH | BOARD OF DIRECTORS - CHAIR | 4 | $0 | $0 | $0 | $0 | 2 |
| KATIE LARSON | BOARD OF DIRECTORS - VICE | 3 | $0 | $0 | $0 | $0 | 2 |
| JIM MENGHI | BOARD OF DIRECTORS - TREAS | 3 | $0 | $0 | $0 | $0 | 1 |
| TODD GLEESON | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| ERIC JONES | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| CAROL KRISMANN | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| NANCY HERBERT | BOARD OF DIRECTORS - SECRE | 3 | $0 | $0 | $0 | $0 | 2 |
| DON CHEYNE | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 3 |
2012 · 19 people listed · 11 paid, $5.1M · 415 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | PRESIDENT/CEO | 40 | $619,764 | $0 | $277,086 | $896,850 | 4 |
| CAMERON WHITE-FORD | MORTGAGE LOAN ORIGINATOR | 40 | $705,622 | $0 | $21,952 | $727,574 | 1 |
| MICHAEL ROTH | MORTGAGE LOAN ORIGINATOR | 40 | $479,778 | $0 | $22,150 | $501,928 | 1 |
| MICHAEL CALCOTE | CFO | 40 | $343,087 | $0 | $121,905 | $464,992 | 1 |
| GREG ROLLER | MORTGAGE LOAN ORIGINATOR | 40 | $438,266 | $0 | $22,362 | $460,628 | 1 |
| ELIZABETH MILLION | AVP MORTGAGE SALES | 40 | $427,134 | $0 | $17,219 | $444,353 | 1 |
| JAY CHAMPION | CMLO | 40 | $339,708 | $0 | $96,851 | $436,559 | 2 |
| JOEL BEYER | MORTGAGE LOAN ORIGINATOR | 40 | $399,554 | $0 | $20,492 | $420,046 | 1 |
| MARY ANN KAMMERER | CHIEF PRODUCT OFFICER | 40 | $235,317 | $0 | $22,633 | $257,950 | 1 |
| ANNETTE MATTHIES | CHIEF HUMAN RESOURCES OFFICER | 40 | $239,834 | $0 | $18,043 | $257,877 | 1 |
| TODD KERN | CHIEF MARKETING OFFICER | 40 | $225,307 | $0 | $22,134 | $247,441 | 2 |
| CARROLL BEACH | BOARD OF DIRECTORS - CHAIR | 4 | $0 | $0 | $0 | $0 | 2 |
| KATIE LARSON | BOARD OF DIRECTORS - VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 2 |
| JIM MENGHI | BOARD OF DIRECTORS - TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| TODD GLEESON | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| ERIC JONES | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| CAROL KRISMANN | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| NANCY HERBERT | BOARD OF DIRECTORS - SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| DON CHEYNE | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 3 |
2011 · 17 people listed · 8 paid, $2.6M · 366 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | CEO | 40 | $479,956 | $0 | $273,200 | $753,156 | 4 |
| MICHAEL CALCOTE | CFO | 40 | $270,028 | $0 | $72,780 | $342,808 | 1 |
| JAY CHAMPION | CLO | 40 | $239,709 | $0 | $50,850 | $290,559 | 2 |
| ANNETTE MATTHIES | CHRO | 40 | $214,571 | $0 | $44,142 | $258,713 | 1 |
| MATT HENRY | CIAO | 40 | $214,415 | $0 | $40,894 | $255,309 | 1 |
| MARY ANN KAMMERER | CSSO | 40 | $222,016 | $0 | $22,104 | $244,120 | 1 |
| MICHAEL ROTH | MORTGAGE ORIGINATOR | 40 | $195,737 | $0 | $16,596 | $212,333 | 1 |
| CAROL WARD | SVP CORPORATE RISK | 40 | $197,501 | $0 | $11,002 | $208,503 | 1 |
| CARROLL BEACH | BOARD OF DIRECTORS-CHAIR | 4 | $0 | $0 | $0 | $0 | 2 |
| KATIE LARSON | BOARD OF DIRECTORS-VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 2 |
| JIM MENGHI | BOARD OF DIRECTORS-SECRETARY/TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| JO HETHERINGTON | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| ERIC JONES | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| VINCE WAYLAND | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 1 |
| CAROL KRISMANN | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| NANCY HERBERT | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 2 |
| DON CHEYNE | BOARD OF DIRECTORS | 3 | $0 | $0 | $0 | $0 | 3 |
2010 · 15 people listed · 8 paid, $1.9M · 306 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GERRY AGNES | CEO | 40 | $388,063 | $0 | $22,726 | $410,789 | 4 |
| CRAIG BURKHARD | COO | 40 | $334,662 | $0 | $17,126 | $351,788 | 1 |
| PATRICK SEAL | FINANCIAL ADVISOR | 3 | $201,312 | $0 | $19,743 | $221,055 | 1 |
| MICHAEL CALCOTE | CFO | 40 | $203,749 | $0 | $13,576 | $217,325 | 1 |
| MARY KAMMERER | CHIEF SALES SERVICE OFFICER | 40 | $181,995 | $0 | $20,085 | $202,080 | 1 |
| ANNETTE MATTHIES | CHIEF HUMAN RESOURCES OFFICER | 40 | $170,058 | $0 | $15,031 | $185,089 | 1 |
| GREG ROLLER | MORTGAGE ORIGINATOR | 40 | $144,582 | $0 | $17,828 | $162,410 | 1 |
| MICHAEL ROTH | MORTGAGE ORIGINATOR | 40 | $154,013 | $0 | $8,348 | $162,361 | 1 |
| ERIC JONES | BOD CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 2 |
| KATIE LARSON | BOD V. CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 2 |
| CARROLL BEACH | BOD SECRETARY/TREASURER | 3 | $0 | $0 | $0 | $0 | 2 |
| JO HETHERINGTON | BOD | 3 | $0 | $0 | $0 | $0 | 2 |
| JIM MENGHI | BOD | 3 | $0 | $0 | $0 | $0 | 1 |
| VINCE WAYLAND | BOD | 3 | $0 | $0 | $0 | $0 | 1 |
| CAROL KRISMANN | BOD | 3 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $14.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| SHI INTERNATIONAL CORP | SOMERSET, NJ | TECHNOLOGY, EQUIPMENT & SOFTWARE | $4,220,794 |
| DOVENMUEHLE (DMI) | LAKE ZURICH, IL | MORTGAGE SUBSERVICING | $2,738,132 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | DIGITAL & ONLINE BANKING | $2,735,624 |
| CU COOPERATIVE SYSTEMS INC | RANCHO CUCAMONGA, CA | CARD PROCESSING | $2,527,691 |
| FACT AND FICTION | BOULDER, CO | MARKETING & ADVERTISING | $1,945,048 |
2023 · 5 contractors · $10.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CU COOPERATIVE SYSTEMS INC | RANCHO CUCAMONGA, CA | CARD PROCESSING | $3,140,792 |
| DOVENMUEHLE (DMI) | LAKE ZURICH, IL | MORTGAGE SUBSERVICING | $2,790,477 |
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,640,227 |
| FACT AND FICTION | BOULDER, CO | MARKETING, ADVERTISING | $1,545,695 |
| APPRAISAL LOGISTIC SOLUTIONS LLC | ANNAPOLIS, MD | APPRAISAL MANAGEMENT | $1,136,533 |
2022 · 5 contractors · $9.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CU COOPERATIVE SYSTEMS INC | RANCHO CUCAMONGA, CA | CARD PROCESSING | $2,723,972 |
| DOVENMUEHLE (DMI) | LAKE ZURICH, IL | MORTGAGE SUBSERVICING | $2,375,854 |
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,900,443 |
| SHI INTERNATIONAL CORP | SOMERSET, NJ | IT EQUIPMENT/SERVICES | $1,522,316 |
| NEENAN COMPANY LLLP | FORT COLLINS, CO | CONSTRUCTION | $1,191,303 |
2021 · 5 contractors · $16.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| NEENAN COMPANY LLP | FORT COLLINS, CO | CONSTRUCTION | $6,300,168 |
| CU COOPERATIVE SYSTEMS INC | RANCHO CUCAMONGA, CA | CARD PROCESSING | $3,525,040 |
| DOVENMUEHLE (DMI) | LAKE ZURICH, IL | MORTGAGE SUBSERVICING | $2,981,962 |
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,914,076 |
| SHI INTERNATIONAL CORP | SOMERSET, NJ | IT EQUIPMENT/SERVICES | $1,828,067 |
2020 · 5 contractors · $21.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| NEENAN COMPANY LLP | FORT COLLINS, CO | CONSTRUCTION | $11,896,624 |
| CU COOPERATIVE SYSTEMS INC | RANCHO CUCAMONGA, CA | CARD PROCESSING | $3,779,747 |
| DOVENMUEHLE (DMI) | LAKE ZURICH, IL | MORTGAGE SUBSERVICING | $3,037,726 |
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,532,310 |
| KONY INC | AUSTIN, TX | ONLINE BANKING | $1,361,430 |
2019 · 5 contractors · $15.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| NEENAN COMPANY LLP | FORT COLLINS, CO | CONSTRUCTION | $7,315,121 |
| CU COOPERATIVE SYSTEMS INC | RANCHO CUCAMONGA, CA | CARD PROCESSING | $2,341,798 |
| DOVENMUEHLE (DMI) | LAKE ZURICH, IL | MORTGAGE SUBSERVICING | $2,188,700 |
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,932,599 |
| AUGEO CONSUMER ENGAGEMENT SERVICES | NAPERVILLE, IL | CREDIT CARD REWARDS | $1,232,935 |
2018 · 5 contractors · $20.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| NEENAN COMPANY LLP | FORT COLLINS, CO | CONSTRUCTION | $11,592,666 |
| EON ENTERPRISES | DENVER, CO | FURNITURE | $2,699,043 |
| COOP | RANCHO CUCAMONGA, CA | DEBIT/CREDIT CARD PROCESSOR | $2,105,682 |
| DMI | LAKE ZURICH, IL | SERVICE 1ST MORTGAGES | $1,964,868 |
| DIEBOLD INCORPORATED | PITTSBURGH, PA | ATM EQUIPMENT AND MAINTENANCE | $1,620,947 |
2017 · 5 contractors · $13.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| THE NEENAN COMPANY LLLP | FORT COLLINS, CO | CONSTRUCTION CONTRACTOR | $5,455,932 |
| CO-OP FINANCIAL SERVICES | RANCHO CUCAMONGA, CA | CREDIT/DEBIT CARD PROCESSOR | $3,323,469 |
| DOVENMUEHLE MORTGAGE | LAKE ZURICH, IL | LOAN PROCESSING | $1,830,419 |
| DIGITAL INSIGHTNCR | ATLANTA, GA | ONLINE BANKING | $1,393,064 |
| ELLIE MAE | DALLAS, TX | MORTGAGE SOFTWARE | $1,125,289 |
2016 · 5 contractors · $9.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| CO-OP FINANCIAL SERVICES | RANCHO CUCAMONGA, CA | CREDIT/DEBIT CARD PROCESSOR | $3,508,519 |
| THE NEENAN COMPANY LLLP | FORT COLLINS, CO | CONSTRUCTION CONTRACTOR | $1,694,590 |
| DOVENMUEHLE MORTGAGE | LAKE ZURICH, IL | LOAN PROCESSING | $1,644,984 |
| URBAN LENDING SOLUTIONS APPRAISALS LLC | MOON TOWNSHIP, PA | MORTGAGE APPRAISAL | $1,556,150 |
| LAND GORILLA | SAN LUIS OBISPO, CA | MORTGAGE APPRAISAL | $1,511,124 |
2015 · 5 contractors · $9.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDELITY | JACKSONVILLE, FL | CARD PROCESSING | $3,950,110 |
| URBAN LENDING | BROOMFIELD, CO | LOAN PROCESSING | $2,225,323 |
| DOVENMUEHLE MORTGAGE | LAKE ZURICH, IL | LOAN PROCESSING | $1,375,431 |
| CO-OP FINANCIAL SERVICES | RANCHO CUCAMONGA, CA | ATM NETWORK PROCESSING | $1,130,106 |
| DIGITAL INSIGHT | LOS ANGELES, CA | ONLINE BANKING | $1,005,188 |
2014 · 5 contractors · $9.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDELITY | JACKSONVILLE, FL | CARD PROCESSING | $5,362,074 |
| URBAN LENDING | BROOMFIELD, CO | LOAN PROCESSING | $1,562,168 |
| DIGITAL INSIGHT | LOS ANGELES, CA | ONLINE BANKING | $945,861 |
| DOVENMUEHLE MORTGAGE | LAKE ZURICH, IL | LOAN PROCESSING | $915,498 |
| CO-OP FINANCIAL SERVICES | RANCHO CUCAMONGA, CA | ATM NETWORK PROCESSING | $787,484 |
2013 · 5 contractors · $7.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDELITY | CARD PROCESSING | $3,092,681 | |
| URBAN LENDING | LOAN PROCESSING | $1,529,945 | |
| DOVENMUEHLE MORTGAGE | LOAN SERVICING | $1,022,553 | |
| DIGITAL INSIGHT | ONLINE BANKING | $757,577 | |
| DIEBOLD INCORPORATED | ATM/CDM MAINTENANCE | $651,242 |
2012 · 5 contractors · $3.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| COESTER APPRAISAL | ROCKVILLE, MD | APPRAISALS | $1,000,855 |
| JACK HENRY & ASSOCIATES | MONETT, MO | CORE SYSTEM | $989,376 |
| URBAN LENDING | BROOMFIELD, CO | APPRAISALS/PROCESSING | $836,227 |
| OUTPUT SERVICES | BOULDER, CO | STATEMENT MAILING | $552,166 |
| DIEBOLD INCORPORATED | PITTSBURGH, PA | ATM/CDM MAINTENANCE | $504,776 |
2011 · 5 contractors · $5.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| JACK HENRY & ASSOCIATES | ST LOUIS, MO | CORE SYSTEM | $2,055,524 |
| CIGNA HEALTHCARE | EDEN PRAIRIE, MN | HEALTH BENEFITS FOR EMPLOYEES | $1,772,403 |
| OUTPUT SERVICES | BOULDER, CO | STATEMENT MAILING | $603,981 |
| FISERV | ATLANTA, GA | CORE SYSTEM | $525,563 |
| SETTLEMENT ONE | SAN DIEGO, CA | APPRAISALS/CREDIT REPORT | $483,235 |
2010 · 5 contractors · $4.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA HEALTHCARE | EDEN PRAIRIE, MN | HEALTH BENEFITS FOR EMPLOYEES | $1,660,848 |
| FISERV | ATLANTA, GA | CORE SYSTEM | $691,453 |
| FINANCIAL CONSTRUCTION | DENVER, CO | BRANCH CONSTRUCTION | $576,440 |
| SETTLEMENT ONE | SAN DIEGO, CA | APPRAISALS/CREDIT REPORT | $564,395 |
| CORNERSTONE ADVISORS | SCOTTSDALE, AZ | CONSULTING | $552,654 |
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 · $527K
2023 · 1 grant to organizations · $432K
2022 · 2 grants to organizations · $320K
2021 · 2 grants to organizations · $243K
2020 · 1 grant to organizations · $501K
2019 · 1 grant to organizations · $539K
2018 · 1 grant to organizations · $228K
2017 · 1 grant to organizations · $311K
2016 · 1 grant to organizations · $261K
2015 · 1 grant to organizations · $62K
2014 · 1 grant to organizations · $130K
2013 · 1 grant to organizations · $78K
2012 · 1 grant to organizations · $191K
2011 · 1 grant to organizations · $102K
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $216,356,677 | $181,994,947 | $3,379,866,092 | $349,792,371 | $0 | $189,396,540 | $8,356,961 | 657 | 0 |
| 2023 · Form 990 | ||||||||
| $190,500,369 | $162,885,622 | $3,409,369,591 | $309,247,744 | $0 | $162,038,965 | $6,476,743 | 748 | 10 |
| 2022 · Form 990 | ||||||||
| $140,790,639 | $130,005,373 | $3,294,550,654 | $283,100,737 | $0 | $121,882,994 | $7,309,562 | 825 | 10 |
| 2021 · Form 990 | ||||||||
| $154,912,251 | $139,211,740 | $3,242,277,853 | $301,291,165 | $0 | $150,663,181 | $10,240,180 | 756 | 10 |
| 2020 · Form 990 | ||||||||
| $188,618,254 | $151,737,633 | $2,810,808,888 | $286,806,912 | $0 | $177,301,013 | $6,662,445 | 699 | 10 |
| 2019 · Form 990 | ||||||||
| $149,375,954 | $121,822,203 | $2,213,511,736 | $249,137,059 | $0 | $130,738,518 | $5,770,714 | 673 | 11 |
| 2018 · Form 990 | ||||||||
| $122,875,102 | $107,449,264 | $2,088,986,456 | $219,987,823 | $0 | $92,221,034 | $4,418,499 | 643 | 0 |
| 2017 · Form 990 | ||||||||
| $114,093,343 | $89,775,158 | $1,960,301,874 | $205,219,593 | $0 | $79,024,867 | $4,128,078 | 574 | 10 |
| 2016 · Form 990 | ||||||||
| $112,141,702 | $86,112,945 | $1,795,289,631 | $181,631,510 | $0 | $71,725,230 | $3,358,039 | 514 | 15 |
| 2015 · Form 990 | ||||||||
| $89,638,435 | $72,336,540 | $1,625,576,706 | $156,443,917 | $0 | $60,158,210 | $2,389,407 | 480 | 16 |
| 2014 · Form 990 | ||||||||
| $71,844,807 | $60,177,361 | $1,459,289,806 | $141,462,683 | $0 | $50,376,688 | $2,657,106 | 436 | 14 |
| 2013 · Form 990 | ||||||||
| $69,650,682 | $60,300,879 | $1,365,989,525 | $124,461,278 | $0 | $45,971,287 | $3,209,992 | 419 | 13 |
| 2012 · Form 990 | ||||||||
| $68,334,594 | $57,792,540 | $1,285,023,241 | $118,251,743 | $0 | $48,034,302 | $2,003,017 | 415 | 13 |
| 2011 · Form 990 | ||||||||
| $56,587,174 | $47,650,534 | $1,143,995,462 | $105,160,506 | $0 | $45,506,723 | $1,044,731 | 366 | 14 |
| 2010 · Form 990 | ||||||||
| $55,786,003 | $45,914,584 | $970,641,113 | $83,270,876 | $0 | $45,146,968 | $1,912,897 | 306 | 15 |
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.
- ELEVATIONS FOUNDATION INC Boulder, CO · 6 people in common (Don Cheyne, Garry Woods, Gerry Agnes) · related organization (Schedule R)
- Credit Union Chartered In Colorado 124 Longmont, CO · 2 people in common (Don Cheyne, Nancy Herbert)
- BOULDER CHAMBER OF COMMERCE Boulder, CO · 2 people in common (Gerry Agnes, Kate Brown)
- BOULDER CHAMBER FOUNDATION Boulder, CO · 1 person in common (Kate Brown)
- BOULDER COUNTY BUSINESS HALL OF FAME INC Boulder, CO · 1 person in common (Gerry Agnes)
Funders of this organization
1 grantor reported grants to this organization, $6,464 in all, tax years 2024 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| EDWARD CHARLES FOUNDATION | DAF sponsor | Exact | 2024 | 1 | $6,464 | 2024 | $6,464 | show |
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO | CO | Not reported | $360,602,257 | $336,830,861 | FORMER CEO | $4,479,487 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO | CO | Not reported | $135,792,779 | $130,262,494 | CHIEF EXECUTIVE OFFICER | $1,273,088 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $127,936,925 | $111,515,012 | CHIEF EXECUTIVE OFFICER | $801,759 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $201,599,156 | $177,058,948 | PRESIDENT/CEO | $853,827 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $136,429,900 | $119,530,646 | CHIEF DATA ANALYTICS OFFIC | $793,841 | Similar name, revenue within 2x |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $171,954,625 | $165,067,965 | CEO/PRESIDENT | $1,989,289 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $177,489,649 | $69,496,099 | CEO | $1,472,927 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $160,612,923 | $138,734,298 | CEO | $896,077 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $117,116,968 | $110,668,603 | CHIEF EXECUTIVE OFFICER | $1,391,543 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $146,404,003 | $135,151,985 | CEO AND PRESIDENT | $1,392,234 | Similar name, revenue within 2x |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $167,740,939 | $151,401,667 | PRESIDENT/CEO | $3,643,369 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $368,946,988 | $270,328,936 | President CEO | $3,807,146 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $123,097,040 | $95,636,518 | CEO | $1,071,873 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED BY THE STATE OF MICHIGAN | MI | Not reported | $124,802,335 | $118,223,191 | CEO | $1,269,098 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $156,681,814 | $143,813,921 | PRESIDENT/CEO | $1,061,297 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $270,939,748 | $228,057,335 | Financial Consultant | $1,558,279 | Similar name, revenue within 2x |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $197,803,800 | $163,157,002 | CEO | $1,775,787 | Similar name, revenue within 2x |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $190,006,716 | $149,867,860 | President/CEO | $1,286,914 | Similar name, revenue within 2x |
| STATE CHARTERED CREDIT UNIONS IN FLORIDA | FL | Not reported | $272,314,802 | $216,671,085 | CEO/PRESIDENT | $8,983,293 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $122,675,100 | $111,921,139 | PRESIDENT & CEO | $1,127,148 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $335,996,713 | $331,443,360 | PRESIDENT/CEO | $2,436,254 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $116,805,788 | $112,911,982 | CEO | $952,508 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $131,855,521 | $128,556,761 | PRESIDENT/CEO | $1,251,216 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | W61 | $110,386,749 | $104,869,185 | PRESIDENT/CEO | $637,654 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $109,183,254 | $102,752,796 | PRESIDENT/CEO | $921,945 | Similar name, revenue within 2x |
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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| LAPEER COUNTY COMMUNITY FOUNDATION | DAF sponsor | $96,456 | 3 | 1 | 2021–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
| CAPITAL REGION COMMUNITY FOUNDATION | DAF sponsor | $14,962 | 1 | 1 | 2016–2016 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
| DESIGN FORWARD ALLIANCE | DAF sponsor | $8,000 | 1 | 1 | 2024–2024 | CREDIT UNIONS IN THE STATE OF |
| MANISTEE COUNTY COMMUNITY | DAF sponsor | $6,456 | 1 | 1 | 2024–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
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 · $181,994,947 spent · pay $77,310,398 · grants $531,944 · events $872,069
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $55,341,196 | - | - | - | 30.4% | |
| Interest | $50,387,230 | - | - | - | 27.7% | |
| Information technology | $11,186,115 | - | - | - | 6.1% | |
| Pay: officers, directors, trustees, key employees | $8,356,961 | - | - | - | 4.6% | |
| Other (as described) | LOAN SERVICING EXPENSE | $7,050,392 | - | - | - | 3.9% |
| Occupancy | $6,585,042 | - | - | - | 3.6% | |
| Other employee benefits | $6,454,029 | - | - | - | 3.5% | |
| Advertising and promotion | $6,078,299 | - | - | - | 3.3% | |
| Depreciation and depletion | $5,944,746 | - | - | - | 3.3% | |
| Office expenses | $5,172,835 | - | - | - | 2.8% | |
| Payroll taxes | $4,601,164 | - | - | - | 2.5% | |
| Fees: other services | $3,511,305 | - | - | - | 1.9% | |
| Other (as described) | CARD SERVICE EXPENSE | $3,497,870 | - | - | - | 1.9% |
| Pension plan contributions | $2,557,048 | - | - | - | 1.4% | |
| Other (as described) | MISCELLANOUS EXPENSE | $1,494,861 | - | - | - | 0.8% |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,203,408 | - | - | - | 0.7% |
| Conferences, conventions and meetings | $872,069 | - | - | - | 0.5% | |
| Insurance | $533,456 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $531,944 | - | - | - | 0.3% | |
| Fees: accounting | $441,807 | - | - | - | 0.2% | |
| Fees: legal | $193,170 | - | - | - | 0.1% | |
| Total | $181,994,947 | 100% |
2023 · Form 990 · $162,885,622 spent · pay $75,649,952 · grants $432,231 · events $843,276
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $55,684,098 | - | - | - | 34.2% | |
| Interest | $30,371,154 | - | - | - | 18.6% | |
| Information technology | $9,989,167 | - | - | - | 6.1% | |
| Other (as described) | LOAN SERVICING EXPENSE | $7,458,631 | - | - | - | 4.6% |
| Depreciation and depletion | $7,287,825 | - | - | - | 4.5% | |
| Other employee benefits | $6,905,493 | - | - | - | 4.2% | |
| Pay: officers, directors, trustees, key employees | $6,476,743 | - | - | - | 4.0% | |
| Occupancy | $6,335,479 | - | - | - | 3.9% | |
| Advertising and promotion | $6,149,660 | - | - | - | 3.8% | |
| Office expenses | $5,478,958 | - | - | - | 3.4% | |
| Payroll taxes | $4,660,488 | - | - | - | 2.9% | |
| Fees: other services | $3,342,008 | - | - | - | 2.1% | |
| Other (as described) | CARD SERVICE EXPENSE | $3,122,455 | - | - | - | 1.9% |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,883,595 | - | - | - | 1.8% |
| Other (as described) | MISCELLANOUS EXPENSE | $2,132,076 | - | - | - | 1.3% |
| Pension plan contributions | $1,923,130 | - | - | - | 1.2% | |
| Conferences, conventions and meetings | $843,276 | - | - | - | 0.5% | |
| Insurance | $767,467 | - | - | - | 0.5% | |
| Fees: accounting | $507,672 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $432,231 | - | - | - | 0.3% | |
| Fees: legal | $134,016 | - | - | - | 0.1% | |
| Total | $162,885,622 | 100% |
2022 · Form 990 · $130,005,373 spent · pay $73,475,412 · grants $319,672 · events $724,826
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $54,728,888 | - | - | - | 42.1% | |
| Information technology | $9,703,243 | - | - | - | 7.5% | |
| Depreciation and depletion | $7,843,666 | - | - | - | 6.0% | |
| Other (as described) | LOAN SERVICING EXPENSE | $7,590,620 | - | - | - | 5.8% |
| Pay: officers, directors, trustees, key employees | $7,309,562 | - | - | - | 5.6% | |
| Other employee benefits | $6,482,590 | - | - | - | 5.0% | |
| Advertising and promotion | $5,618,322 | - | - | - | 4.3% | |
| Occupancy | $5,191,017 | - | - | - | 4.0% | |
| Office expenses | $4,811,818 | - | - | - | 3.7% | |
| Interest | $4,680,758 | - | - | - | 3.6% | |
| Payroll taxes | $4,266,241 | - | - | - | 3.3% | |
| Fees: other services | $3,785,497 | - | - | - | 2.9% | |
| Other (as described) | CARD SERVICE EXPENSE | $3,084,974 | - | - | - | 2.4% |
| Other (as described) | MISCELLANOUS EXPENSE | $1,800,427 | - | - | - | 1.4% |
| Conferences, conventions and meetings | $724,826 | - | - | - | 0.6% | |
| Pension plan contributions | $688,131 | - | - | - | 0.5% | |
| Fees: accounting | $600,423 | - | - | - | 0.5% | |
| Insurance | $512,607 | - | - | - | 0.4% | |
| Grants to US organizations and governments | $319,672 | - | - | - | 0.2% | |
| Fees: legal | $262,091 | - | - | - | 0.2% | |
| Total | $130,005,373 | 100% |
2021 · Form 990 · $139,211,740 spent · pay $83,591,650 · grants $242,906 · events $571,843
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $62,057,992 | - | - | - | 44.6% | |
| Pay: officers, directors, trustees, key employees | $10,240,180 | - | - | - | 7.4% | |
| Information technology | $9,765,293 | - | - | - | 7.0% | |
| Other (as described) | LOAN SERVICING EXPENSE | $7,905,501 | - | - | - | 5.7% |
| Depreciation and depletion | $7,653,512 | - | - | - | 5.5% | |
| Other employee benefits | $6,211,281 | - | - | - | 4.5% | |
| Occupancy | $5,836,491 | - | - | - | 4.2% | |
| Office expenses | $4,601,175 | - | - | - | 3.3% | |
| Advertising and promotion | $4,495,820 | - | - | - | 3.2% | |
| Payroll taxes | $4,406,741 | - | - | - | 3.2% | |
| Interest | $4,247,748 | - | - | - | 3.1% | |
| Fees: other services | $3,432,777 | - | - | - | 2.5% | |
| Other (as described) | MISCELLANOUS EXPENSE | $2,388,572 | - | - | - | 1.7% |
| Other (as described) | CARD SERVICE EXPENSE | $2,239,567 | - | - | - | 1.6% |
| Fees: accounting | $751,783 | - | - | - | 0.5% | |
| Pension plan contributions | $675,456 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $571,843 | - | - | - | 0.4% | |
| Insurance | $559,142 | - | - | - | 0.4% | |
| Fees: legal | $519,590 | - | - | - | 0.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $408,370 | - | - | - | 0.3% |
| Grants to US organizations and governments | $242,906 | - | - | - | 0.2% | |
| Total | $139,211,740 | 100% |
2020 · Form 990 · $151,737,633 spent · pay $90,273,226 · grants $500,747 · events $460,915
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $72,627,327 | - | - | - | 47.9% | |
| Information technology | $8,766,590 | - | - | - | 5.8% | |
| Other (as described) | LOAN SERVICING EXPENSE | $7,552,098 | - | - | - | 5.0% |
| Other (as described) | PROVISION FOR LOAN LOSS | $7,387,413 | - | - | - | 4.9% |
| Depreciation and depletion | $7,022,040 | - | - | - | 4.6% | |
| Pay: officers, directors, trustees, key employees | $6,662,445 | - | - | - | 4.4% | |
| Other employee benefits | $5,737,494 | - | - | - | 3.8% | |
| Advertising and promotion | $5,448,782 | - | - | - | 3.6% | |
| Occupancy | $5,302,678 | - | - | - | 3.5% | |
| Office expenses | $4,991,321 | - | - | - | 3.3% | |
| Payroll taxes | $4,597,346 | - | - | - | 3.0% | |
| Interest | $4,118,428 | - | - | - | 2.7% | |
| Fees: other services | $4,106,483 | - | - | - | 2.7% | |
| Other (as described) | MISCELLANOUS EXPENSE | $2,475,899 | - | - | - | 1.6% |
| Other (as described) | CARD SERVICE EXPENSE | $2,005,639 | - | - | - | 1.3% |
| Pension plan contributions | $648,614 | - | - | - | 0.4% | |
| Insurance | $574,896 | - | - | - | 0.4% | |
| Fees: accounting | $540,575 | - | - | - | 0.4% | |
| Grants to US organizations and governments | $500,747 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $460,915 | - | - | - | 0.3% | |
| Fees: legal | $209,903 | - | - | - | 0.1% | |
| Total | $151,737,633 | 100% |
2019 · Form 990 · $121,822,203 spent · pay $66,715,118 · grants $539,489 · events $981,052
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $50,761,848 | - | - | - | 41.7% | |
| Other (as described) | LOAN SERVICING EXPENSE | $9,142,361 | - | - | - | 7.5% |
| Information technology | $6,957,773 | - | - | - | 5.7% | |
| Depreciation and depletion | $6,553,012 | - | - | - | 5.4% | |
| Pay: officers, directors, trustees, key employees | $5,770,714 | - | - | - | 4.7% | |
| Advertising and promotion | $5,522,423 | - | - | - | 4.5% | |
| Occupancy | $5,072,929 | - | - | - | 4.2% | |
| Other employee benefits | $4,978,366 | - | - | - | 4.1% | |
| Office expenses | $4,817,152 | - | - | - | 4.0% | |
| Fees: other services | $4,175,441 | - | - | - | 3.4% | |
| Interest | $3,740,772 | - | - | - | 3.1% | |
| Payroll taxes | $3,692,369 | - | - | - | 3.0% | |
| All other expenses | $2,445,819 | - | - | - | 2.0% | |
| Other (as described) | CARD SERVICE EXPENSE | $2,162,411 | - | - | - | 1.8% |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,779,635 | - | - | - | 1.5% |
| Pension plan contributions | $1,511,821 | - | - | - | 1.2% | |
| Conferences, conventions and meetings | $981,052 | - | - | - | 0.8% | |
| Insurance | $554,665 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $539,489 | - | - | - | 0.4% | |
| Fees: accounting | $427,454 | - | - | - | 0.4% | |
| Fees: legal | $234,697 | - | - | - | 0.2% | |
| Total | $121,822,203 | 100% |
2018 · Form 990 · $107,449,264 spent · pay $58,097,252 · grants $228,208 · events $1,061,519
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $44,452,893 | - | - | - | 41.4% | |
| Office expenses | $16,624,041 | - | - | - | 15.5% | |
| Other (as described) | LOAN SERVICING EXPENSE | $8,041,075 | - | - | - | 7.5% |
| Advertising and promotion | $5,438,519 | - | - | - | 5.1% | |
| Other employee benefits | $4,701,633 | - | - | - | 4.4% | |
| Pay: officers, directors, trustees, key employees | $4,418,499 | - | - | - | 4.1% | |
| Fees: other services | $4,222,506 | - | - | - | 3.9% | |
| Depreciation and depletion | $4,107,932 | - | - | - | 3.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $3,777,347 | - | - | - | 3.5% |
| Payroll taxes | $3,174,966 | - | - | - | 3.0% | |
| Other (as described) | INTEREST/DIVIDENDS PAID | $3,089,938 | - | - | - | 2.9% |
| Pension plan contributions | $1,349,261 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $1,061,519 | - | - | - | 1.0% | |
| Occupancy | $1,033,545 | - | - | - | 1.0% | |
| Other (as described) | MISCELLANEOUS | $572,639 | - | - | - | 0.5% |
| Fees: accounting | $377,276 | - | - | - | 0.4% | |
| Insurance | $372,168 | - | - | - | 0.3% | |
| Information technology | $256,419 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $228,208 | - | - | - | 0.2% | |
| Fees: legal | $148,880 | - | - | - | 0.1% | |
| Total | $107,449,264 | 100% |
2017 · Form 990 · $89,775,158 spent · pay $50,151,602 · grants $310,783 · events $838,923
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $38,208,782 | - | - | - | 42.6% | |
| Office expenses | $10,717,883 | - | - | - | 11.9% | |
| Other (as described) | LOAN SERVICING EXPENSE | $6,943,869 | - | - | - | 7.7% |
| Advertising and promotion | $4,936,351 | - | - | - | 5.5% | |
| Pay: officers, directors, trustees, key employees | $4,128,078 | - | - | - | 4.6% | |
| Other employee benefits | $3,918,847 | - | - | - | 4.4% | |
| Depreciation and depletion | $3,125,534 | - | - | - | 3.5% | |
| Occupancy | $2,859,233 | - | - | - | 3.2% | |
| Other (as described) | INTEREST/DIVIDENDS PAID | $2,834,777 | - | - | - | 3.2% |
| Payroll taxes | $2,712,099 | - | - | - | 3.0% | |
| Fees: other services | $2,517,208 | - | - | - | 2.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,994,235 | - | - | - | 2.2% |
| Other (as described) | MISCELLANEOUS | $1,491,895 | - | - | - | 1.7% |
| Pension plan contributions | $1,183,796 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $838,923 | - | - | - | 0.9% | |
| Insurance | $351,674 | - | - | - | 0.4% | |
| Fees: accounting | $342,002 | - | - | - | 0.4% | |
| Grants to US organizations and governments | $310,783 | - | - | - | 0.3% | |
| Fees: legal | $217,764 | - | - | - | 0.2% | |
| Information technology | $141,421 | - | - | - | 0.2% | |
| Interest | $4 | - | - | - | 0.0% | |
| Total | $89,775,158 | 100% |
2016 · Form 990 · $86,112,945 spent · pay $49,090,716 · grants $261,000 · events $875,660
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $38,624,449 | - | - | - | 44.9% | |
| Office expenses | $10,313,024 | - | - | - | 12.0% | |
| Other (as described) | LOAN SERVICING EXPENSE | $6,608,799 | - | - | - | 7.7% |
| Advertising and promotion | $4,394,206 | - | - | - | 5.1% | |
| Other employee benefits | $3,494,415 | - | - | - | 4.1% | |
| Pay: officers, directors, trustees, key employees | $3,358,039 | - | - | - | 3.9% | |
| Depreciation and depletion | $3,247,103 | - | - | - | 3.8% | |
| Other (as described) | INTEREST/DIVIDENDS PAID | $2,882,754 | - | - | - | 3.3% |
| Occupancy | $2,760,525 | - | - | - | 3.2% | |
| Payroll taxes | $2,497,453 | - | - | - | 2.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,283,843 | - | - | - | 2.7% |
| Other (as described) | MISCELLANEOUS | $1,198,310 | - | - | - | 1.4% |
| Fees: other services | $1,178,336 | - | - | - | 1.4% | |
| Pension plan contributions | $1,116,360 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $875,660 | - | - | - | 1.0% | |
| Fees: accounting | $322,999 | - | - | - | 0.4% | |
| Insurance | $298,982 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $261,000 | - | - | - | 0.3% | |
| Information technology | $181,265 | - | - | - | 0.2% | |
| Fees: legal | $135,410 | - | - | - | 0.2% | |
| Interest | $80,013 | - | - | - | 0.1% | |
| Total | $86,112,945 | 100% |
2015 · Form 990 · $72,336,540 spent · pay $37,952,243 · grants $62,500 · events $853,994
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $29,726,274 | - | - | - | 41.1% | |
| Office expenses | $10,726,110 | - | - | - | 14.8% | |
| Other (as described) | LOAN SERVICING EXPENSE | $7,572,709 | - | - | - | 10.5% |
| Advertising and promotion | $3,282,789 | - | - | - | 4.5% | |
| Depreciation and depletion | $3,069,483 | - | - | - | 4.2% | |
| Other (as described) | INTEREST/DIVIDENDS PAID | $2,936,168 | - | - | - | 4.1% |
| Other employee benefits | $2,852,410 | - | - | - | 3.9% | |
| Occupancy | $2,530,511 | - | - | - | 3.5% | |
| Pay: officers, directors, trustees, key employees | $2,389,407 | - | - | - | 3.3% | |
| Payroll taxes | $2,090,292 | - | - | - | 2.9% | |
| Other (as described) | MISCELLANEOUS | $1,525,052 | - | - | - | 2.1% |
| Pension plan contributions | $893,860 | - | - | - | 1.2% | |
| Conferences, conventions and meetings | $853,994 | - | - | - | 1.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $514,620 | - | - | - | 0.7% |
| Fees: other services | $462,564 | - | - | - | 0.6% | |
| Fees: accounting | $298,815 | - | - | - | 0.4% | |
| Insurance | $256,410 | - | - | - | 0.4% | |
| Information technology | $206,191 | - | - | - | 0.3% | |
| Fees: legal | $86,303 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $62,500 | - | - | - | 0.1% | |
| Interest | $78 | - | - | - | 0.0% | |
| Total | $72,336,540 | 100% |
2014 · Form 990 · $60,177,361 spent · pay $30,959,764 · grants $130,000 · events $777,840
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $22,329,122 | - | - | - | 37.1% | |
| Office expenses | $9,502,092 | - | - | - | 15.8% | |
| Other (as described) | LOAN SERVICING EXPENSE | $4,781,679 | - | - | - | 7.9% |
| Other employee benefits | $3,431,237 | - | - | - | 5.7% | |
| Depreciation and depletion | $3,014,151 | - | - | - | 5.0% | |
| Other (as described) | INTEREST/DIVIDENDS PAID | $2,910,145 | - | - | - | 4.8% |
| Pay: officers, directors, trustees, key employees | $2,657,106 | - | - | - | 4.4% | |
| Advertising and promotion | $2,452,591 | - | - | - | 4.1% | |
| Occupancy | $2,452,163 | - | - | - | 4.1% | |
| Payroll taxes | $1,781,031 | - | - | - | 3.0% | |
| Other (as described) | MISCELLANEOUS | $1,139,815 | - | - | - | 1.9% |
| Fees: other services | $888,281 | - | - | - | 1.5% | |
| Conferences, conventions and meetings | $777,840 | - | - | - | 1.3% | |
| Pension plan contributions | $761,268 | - | - | - | 1.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $308,054 | - | - | - | 0.5% |
| Insurance | $267,473 | - | - | - | 0.4% | |
| Fees: accounting | $253,398 | - | - | - | 0.4% | |
| Information technology | $199,963 | - | - | - | 0.3% | |
| Fees: legal | $136,120 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $130,000 | - | - | - | 0.2% | |
| Interest | $3,832 | - | - | - | 0.0% | |
| Total | $60,177,361 | 100% |
2013 · Form 990 · $60,300,879 spent · pay $30,605,801 · grants $78,200 · events $849,503
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $21,997,511 | - | - | - | 36.5% | |
| Office expenses | $8,367,776 | - | - | - | 13.9% | |
| Other (as described) | LOAN SERVICING EXPENSE | $4,255,608 | - | - | - | 7.1% |
| Pay: officers, directors, trustees, key employees | $3,209,992 | - | - | - | 5.3% | |
| Other (as described) | INTEREST/DIVIDENDS PAID | $3,191,085 | - | - | - | 5.3% |
| Other employee benefits | $2,893,425 | - | - | - | 4.8% | |
| Depreciation and depletion | $2,759,158 | - | - | - | 4.6% | |
| Advertising and promotion | $2,394,961 | - | - | - | 4.0% | |
| Occupancy | $2,265,638 | - | - | - | 3.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,033,440 | - | - | - | 3.4% |
| Payroll taxes | $1,746,734 | - | - | - | 2.9% | |
| Fees: other services | $1,094,683 | - | - | - | 1.8% | |
| Other (as described) | CORPORATE CREDIT UNION | $889,911 | - | - | - | 1.5% |
| Conferences, conventions and meetings | $849,503 | - | - | - | 1.4% | |
| All other expenses | $798,309 | - | - | - | 1.3% | |
| Pension plan contributions | $758,139 | - | - | - | 1.3% | |
| Fees: accounting | $289,931 | - | - | - | 0.5% | |
| Insurance | $227,559 | - | - | - | 0.4% | |
| Information technology | $110,612 | - | - | - | 0.2% | |
| Fees: legal | $88,704 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $78,200 | - | - | - | 0.1% | |
| Total | $60,300,879 | 100% |
2012 · Form 990 · $57,792,540 spent · pay $26,774,841 · grants $0 · events $486,903
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $20,170,749 | - | - | - | 34.9% | |
| Office expenses | $8,627,668 | - | - | - | 14.9% | |
| Other (as described) | LOAN SERVICING EXPENSE | $3,904,078 | - | - | - | 6.8% |
| Other (as described) | INTEREST/DIVIDENDS PAID | $3,716,474 | - | - | - | 6.4% |
| Other (as described) | PROVISION FOR LOAN LOSS | $3,169,905 | - | - | - | 5.5% |
| Occupancy | $2,840,705 | - | - | - | 4.9% | |
| Other employee benefits | $2,456,261 | - | - | - | 4.3% | |
| Depreciation and depletion | $2,249,673 | - | - | - | 3.9% | |
| Advertising and promotion | $2,160,403 | - | - | - | 3.7% | |
| Pay: officers, directors, trustees, key employees | $2,003,017 | - | - | - | 3.5% | |
| Payroll taxes | $1,513,698 | - | - | - | 2.6% | |
| Fees: other services | $1,458,383 | - | - | - | 2.5% | |
| Other (as described) | CORPORATE CREDIT UNION | $966,123 | - | - | - | 1.7% |
| All other expenses | $702,010 | - | - | - | 1.2% | |
| Pension plan contributions | $631,116 | - | - | - | 1.1% | |
| Conferences, conventions and meetings | $486,903 | - | - | - | 0.8% | |
| Fees: accounting | $297,616 | - | - | - | 0.5% | |
| Insurance | $227,013 | - | - | - | 0.4% | |
| Information technology | $128,620 | - | - | - | 0.2% | |
| Fees: legal | $82,125 | - | - | - | 0.1% | |
| Total | $57,792,540 | 100% |
2011 · Form 990 · $47,650,534 spent · pay $20,922,366 · grants $0 · events $653,278
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $16,025,619 | $16,025,619 | - | - | 33.6% | |
| Office expenses | $7,292,915 | $7,292,915 | - | - | 15.3% | |
| Interest | $4,505,538 | $4,505,538 | - | - | 9.5% | |
| Other (as described) | LOAN SERVICING EXPENSE | $3,118,876 | $3,118,876 | - | - | 6.5% |
| Occupancy | $2,265,260 | $2,265,260 | - | - | 4.8% | |
| Other (as described) | NCUSIF EXPENSE | $2,076,225 | $2,076,225 | - | - | 4.4% |
| Other employee benefits | $2,070,416 | $2,070,416 | - | - | 4.3% | |
| Advertising and promotion | $1,775,075 | $1,775,075 | - | - | 3.7% | |
| Depreciation and depletion | $1,488,000 | $1,488,000 | - | - | 3.1% | |
| Payroll taxes | $1,323,863 | $1,323,863 | - | - | 2.8% | |
| Pay: officers, directors, trustees, key employees | $1,044,731 | $1,044,731 | - | - | 2.2% | |
| Other (as described) | PROVISION FOR LOAN LOSSES | $946,445 | $946,445 | - | - | 2.0% |
| Other (as described) | MISCELLANEOUS | $836,044 | $836,044 | - | - | 1.8% |
| Fees: other services | $767,145 | $767,145 | - | - | 1.6% | |
| Conferences, conventions and meetings | $653,278 | $653,278 | - | - | 1.4% | |
| Pension plan contributions | $457,737 | $457,737 | - | - | 1.0% | |
| Travel | $400,352 | $400,352 | - | - | 0.8% | |
| Fees: accounting | $266,545 | $266,545 | - | - | 0.6% | |
| Insurance | $227,880 | $227,880 | - | - | 0.5% | |
| Fees: legal | $108,590 | $108,590 | - | - | 0.2% | |
| Total | $47,650,534 | 100% |
2010 · Form 990 · $45,914,584 spent · pay $16,801,884 · grants $0 · events $557,274
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $11,798,785 | $11,798,785 | - | - | 25.7% | |
| Office expenses | $8,411,147 | $8,411,147 | - | - | 18.3% | |
| Interest | $5,875,400 | $5,875,400 | - | - | 12.8% | |
| Other (as described) | PROVISION FOR LOAN LOSSES | $3,342,554 | $3,342,554 | - | - | 7.3% |
| Occupancy | $2,217,721 | $2,217,721 | - | - | 4.8% | |
| Other (as described) | NCUSIF EXPENSE | $2,072,112 | $2,072,112 | - | - | 4.5% |
| Pay: officers, directors, trustees, key employees | $1,912,897 | $1,912,897 | - | - | 4.2% | |
| Other employee benefits | $1,624,217 | $1,624,217 | - | - | 3.5% | |
| Depreciation and depletion | $1,445,889 | $1,445,889 | - | - | 3.1% | |
| Fees: other services | $1,258,496 | $1,258,496 | - | - | 2.7% | |
| Other (as described) | LOAN SERVICING EXPENSE | $1,081,800 | $1,081,800 | - | - | 2.4% |
| Payroll taxes | $1,049,609 | $1,049,609 | - | - | 2.3% | |
| Advertising and promotion | $899,258 | $899,258 | - | - | 2.0% | |
| Conferences, conventions and meetings | $557,274 | $557,274 | - | - | 1.2% | |
| Other (as described) | LOSS ON DISPOSAL OF FIXED ASSETS OREO WRITEDOWN | $443,709 | $443,709 | - | - | 1.0% |
| All other expenses | $443,039 | $443,039 | - | - | 1.0% | |
| Pension plan contributions | $416,376 | $416,376 | - | - | 0.9% | |
| Other (as described) | OTHER THAN TEMPORARY IMPAIRMENT - AFS | $409,228 | $409,228 | - | - | 0.9% |
| Travel | $341,414 | $341,414 | - | - | 0.7% | |
| Fees: accounting | $235,057 | $235,057 | - | - | 0.5% | |
| Fees: legal | $78,602 | $78,602 | - | - | 0.2% | |
| Total | $45,914,584 | 100% |