DESERT FINANCIAL CREDIT UNION

Cite this

Plain text DESERT FINANCIAL CREDIT UNION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/desert-financial-credit-union-860096740. Retrieved 2026-10-26.

APA furp.org. (n.d.). DESERT FINANCIAL CREDIT UNION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 26, 2026, from https://furp.org/org/desert-financial-credit-union-860096740

MLA “DESERT FINANCIAL CREDIT UNION.” furp.org, tax years 2020–2024, https://furp.org/org/desert-financial-credit-union-860096740. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $529.2M · expenses $457.0M · assets $8.78B

EIN
86-0096740
Address
148 NORTH 48TH STREET, PHOENIX, AZ 85034
Website
WWW.DESERTFINANCIAL.COM
NTEE code
-
Exempt type
-
Ruling date
-
Cross-check
ProPublica Nonprofit Explorer

Mission

AT DESERT FINANCIAL, RELATIONSHIPS DRIVE SUCCESS. WE SHARE OUR FINANCIAL SUCCESS BECAUSE WE BELIEVE IT'S THE RIGHT THING TO DO FOR OUR MEMBERS, OUR COMMUNITY AND OUR TEAM.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

25 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
Jeffrey D Meshey CEO2020-2024 $2,338,224$10,542,148 1
Rondle K Amstutz EXECUTIVE VP2020-2024 $1,042,836$4,550,556 1
Jeffrey S Butler CEO - SWITCHTHINK SOLUTIONS2020-2024 $1,090,829$4,317,953 1
Cathleen Graham EXECUTIVE VPS2020-2024 $1,039,412$3,900,915 2
Jackie L Biggs Jr EXECUTIVE VP CFO2020-2024 $836,463$2,640,792 2
Thomas Marlowe SVP OPERATIONS2020-2024 $599,737$2,287,875 2
Paul Wintermantel FINANCIAL ADVISOR II2020-2024 $845,158$2,234,930 1
Ronald H Parker COO - SWITCHTHINK SOLUTIONS2023-2024 $601,027$1,153,076 1
Laura Wallace SVP CHIEF ENGAGE OFFICER2022-2024 $592,491$1,018,209 1
Andrea Mosher CHIEF LENDING OFFICER2024 $550,374$550,374 1
Jeffrey Smith DIRECTOR2020-2024 $47,910$53,135 1
Kevin Haskew CHAIRPERSON2020-2024 $52,109$52,109 1
Christopher Miner VICE CHAIRPERSON2024 $48,566$48,566 1
Laura Watson TREASURER2020-2024 $43,653$43,653 1
Janet Bioletto SECRETARY2020-2024 $43,288$43,288 2
Carrie Young DIRECTOR2022-2024 $34,000$34,000 3
Donna Fagan DIRECTOR2024 $31,333$31,333 1
Richard Johnson DIRECTOR2020-2024 $30,888$30,888 1
Matthew Fehling DIRECTOR2020-2024 $30,742$30,742 6
David Hawkins DIRECTOR2024 $17,299$17,299 1
Stephen Jordan (former) CHIEF REVENUE OFFICER2020-2023 $689,291$2,112,527 1
Gary Sneed (former) SVP CHIEF LENDING OFFICER2020-2023 $597,091$2,019,809 4
Sara K Regan (former) SVP GENERAL COUNSEL2020-2023 $591,541$1,812,152 1
Parker Ronald H (former) CHIEF OPS OFC-ST2020-2021 $474,070$676,149 1
Carie L Galati (former) SVP CHIEF HR OFFICER2022 $414,533$414,533 1

Officers and directors, no compensation reported

3 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
Claudette Gronski DIRECTOR2020-2024 1 $0 reported 1
Chris Miner (former) DIRECTOR2020-2023 1 $0 reported 1
Michael Konen (former) TREASURER2020-2021 1 $0 reported 1

People by year

2024 · 21 people listed · 20 paid, $9.9M · 1,592 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY D MESHEY CEO40 $2,279,550$0$58,674 $2,338,2241
JEFFREY S BUTLER CEO - SWITCHTHINK SOLUTIONS1 $0$1,038,365$52,464 $1,090,8291
RONDLE K AMSTUTZ EXECUTIVE VP40 $989,172$0$53,664 $1,042,8361
CATHLEEN GRAHAM EXECUTIVE VPS40 $1,018,134$0$21,278 $1,039,4122
PAUL WINTERMANTEL FINANCIAL ADVISOR II40 $802,142$0$43,016 $845,1581
JACKIE L BIGGS JR EXECUTIVE VP CFO40 $794,557$0$41,906 $836,4632
RONALD H PARKER COO - SWITCHTHINK SOLUTIONS1 $0$572,138$28,889 $601,0271
THOMAS MARLOWE SVP OPERATIONS40 $558,894$0$40,843 $599,7372
LAURA WALLACE SVP CHIEF ENGAGE OFFICER40 $554,393$0$38,098 $592,4911
ANDREA MOSHER CHIEF LENDING OFFICER40 $493,155$0$57,219 $550,3741
KEVIN HASKEW CHAIRPERSON1 $52,109$0$0 $52,1091
CHRISTOPHER MINER VICE CHAIRPERSON1 $48,566$0$0 $48,5661
JEFFREY SMITH DIRECTOR1 $47,910$0$0 $47,9101
LAURA WATSON TREASURER1 $43,653$0$0 $43,6531
JANET BIOLETTO SECRETARY1 $43,288$0$0 $43,2882
CARRIE YOUNG DIRECTOR1 $34,000$0$0 $34,0003
DONNA FAGAN DIRECTOR1 $31,333$0$0 $31,3331
RICHARD JOHNSON DIRECTOR1 $30,888$0$0 $30,8881
MATTHEW FEHLING DIRECTOR1 $30,742$0$0 $30,7426
DAVID HAWKINS DIRECTOR1 $17,299$0$0 $17,2991
CLAUDETTE GRONSKI DIRECTOR1 $0$0$0 $01
2023 · 20 people listed · 12 paid, $10.0M · 1,251 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY D MESHEY CEO40 $2,029,198$0$746,635 $2,775,8331
JEFFREY S BUTLER CEO-SWITCHTHINK SOLUTIONS1 $0$932,410$49,606 $982,0161
RONDLE K AMSTUTZ EXECUTIVE VP40 $891,882$0$56,560 $948,4421
CATHLEEN GRAHAM EXECUTIVE VP40 $903,234$0$18,504 $921,7382
STEPHEN JORDAN CHIEF REVENUE OFFICER40 $649,828$0$39,463 $689,2911
JACKIE L BIGGS JR SVP CFO40 $653,267$0$35,222 $688,4892
PAUL WINTERMANTEL FINANCIAL ADVISOR II40 $625,924$0$18,252 $644,1761
GARY SNEED SVP CHIEF LENDING OFFICER40 $568,033$0$29,058 $597,0914
SARA K REGAN SVP GENERAL COUNSEL40 $535,872$0$55,669 $591,5411
THOMAS MARLOWE SVP OPERATIONS40 $525,098$0$38,674 $563,7722
RONALD H PARKER COO-SWITCHTHINK SOLUTIONS1 $0$520,070$31,979 $552,0491
JEFFREY SMITH VICE CHAIRPERSON1 $5,225$0$0 $5,2251
LAURA WATSON TREASURER1 $0$0$0 $01
CLAUDETTE GRONSKI DIRECTOR1 $0$0$0 $01
JANET BIOLETTO SECRETARY1 $0$0$0 $02
CARRIE YOUNG DIRECTOR1 $0$0$0 $03
CHRIS MINER DIRECTOR1 $0$0$0 $01
MATTHEW FEHLING DIRECTOR1 $0$0$0 $06
RICHARD JOHNSON DIRECTOR1 $0$0$0 $01
KEVIN HASKEW CHAIRPERSON1 $0$0$0 $01
2022 · 20 people listed · 11 paid, $8.8M · 1,270 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY D MESHEY CEO40 $1,874,940$0$590,180 $2,465,1201
JEFFREY S BUTLER CEO-SWITCHTHINK SOLUTIONS0 $924,548$0$34,540 $959,0881
CATHLEEN GRAHAM EXECUTIVE VP40 $768,149$0$101,962 $870,1112
RONDLE K AMSTUTZ EXECUTIVE VP40 $805,579$0$41,086 $846,6651
GARY SNEED SVP CHIEF LENDING OFFICER40 $607,853$0$31,672 $639,5254
STEPHEN JORDAN CHIEF REVENUE OFFICER40 $614,679$0$24,582 $639,2611
SARA K REGAN SVP RISK & GEN COUNSEL40 $501,303$0$34,323 $535,6261
JACKIE L BIGGS JR SVP CFO40 $503,999$0$24,975 $528,9742
THOMAS MARLOWE SVP BACK OFFICE OPS40 $481,554$0$23,989 $505,5432
LAURA WALLACE CHIEF ENGAGE OFFICER40 $395,708$0$30,010 $425,7181
CARIE L GALATI SVP CHIEF HR OFFICER40 $376,217$0$38,316 $414,5331
LAURA WATSON TREASURER1 $0$0$0 $01
CLAUDETTE GRONSKI DIRECTOR1 $0$0$0 $01
JANET BIOLETTO SECRETARY1 $0$0$0 $02
CARRIE YOUNG DIRECTOR1 $0$0$0 $03
CHRIS MINER DIRECTOR1 $0$0$0 $01
MATTHEW FEHLING DIRECTOR1 $0$0$0 $06
JEFFREY SMITH VICE CHAIRPERSON1 $0$0$0 $01
RICHARD JOHNSON DIRECTOR1 $0$0$0 $01
KEVIN HASKEW CHAIRPERSON1 $0$0$0 $01
2021 · 20 people listed · 11 paid, $8.9M · 1,416 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY D MESHEY CEO40 $1,411,835$0$991,334 $2,403,1691
RONDLE K AMSTUTZ EXECUTIVE VP40 $693,185$0$724,770 $1,417,9551
JEFFREY S BUTLER CEO-SWITCHTHINK SOLUTIONS40 $889,964$0$31,078 $921,0421
CATHLEEN GRAHAM EXECUTIVE VP40 $644,874$0$161,846 $806,7202
STEPHEN JORDAN CHIEF REVENUE OFFICER40 $531,922$0$23,129 $555,0511
GARY SNEED SVP CHIEF LENDING OFFICER40 $534,535$0$13,546 $548,0814
PAUL WINTERMANTEL FINANCIAL ADVISOR II40 $466,189$0$25,440 $491,6291
SARA K REGAN SVP RISK & GEN COUNSEL40 $451,871$0$33,019 $484,8901
PARKER RONALD H CHIEF OPS OFC-ST40 $446,959$0$27,111 $474,0701
THOMAS MARLOWE SVP BACK OFFICE OPS40 $406,943$0$22,799 $429,7422
JACKIE L BIGGS JR SVP CFO40 $372,447$0$23,612 $396,0592
LAURA WATSON CHAIRPERSON1 $0$0$0 $01
JANET BIOLETTO VICE CHAIRPERSON1 $0$0$0 $02
MICHAEL KONEN TREASURER1 $0$0$0 $01
JEFFREY SMITH SECRETARY1 $0$0$0 $01
MATTHEW FEHLING DIRECTOR1 $0$0$0 $06
CLAUDETTE GRONSKI DIRECTOR1 $0$0$0 $01
KEVIN HASKEW DIRECTOR1 $0$0$0 $01
RICHARD JOHNSON DIRECTOR1 $0$0$0 $01
CHRIS MINER DIRECTOR1 $0$0$0 $01
2020 · 20 people listed · 11 paid, $3.0M · 1,158 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JEFFREY D MESHEY CEO40 $544,902$0$14,900 $559,8021
JEFFREY S BUTLER CEO-SWITCHTHINK SOLUTIONS1 $353,191$0$11,787 $364,9781
RONDLE K AMSTUTZ EXECUTIVE VP40 $278,132$0$16,526 $294,6581
CATHLEEN GRAHAM EXECUTIVE VP40 $254,800$0$8,134 $262,9342
PAUL WINTERMANTEL FINANCIAL ADVISOR II40 $240,005$0$13,962 $253,9671
GARY SNEED SVP CHIEF LENDING OFFICER40 $222,090$0$13,022 $235,1124
STEPHEN H JORDAN SVP CHIEF FINANCIAL OFFICER40 $220,295$0$8,629 $228,9241
PARKER RONALD H CHIEF OPS OFC-ST40 $186,550$0$15,529 $202,0791
SARA K REGAN SVP RISK & GEN COUNSEL40 $181,886$0$18,209 $200,0951
JACKIE L BIGGS JR VP, FINANCE40 $178,139$0$12,668 $190,8072
THOMAS MARLOWE SVP BACK OFFICE OPS40 $178,505$0$10,576 $189,0812
LAURA WATSON CHAIRPERSON1 $0$0$0 $01
JANET BIOLETTO VICE CHAIRPERSON1 $0$0$0 $02
MICHAEL KONEN TREASURER1 $0$0$0 $01
JEFFREY SMITH SECRETARY1 $0$0$0 $01
MATTHEW FEHLING DIRECTOR1 $0$0$0 $06
CLAUDETTE GRONSKI DIRECTOR1 $0$0$0 $01
KEVIN HASKEW DIRECTOR1 $0$0$0 $01
RICHARD JOHNSON DIRECTOR1 $0$0$0 $01
CHRIS MINER DIRECTOR1 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $20.8M
NameLocationServicePaid
FISERV INCDALLAS, TXATM & BILLPAY$7,732,252
ANDERSON MOSS LLC DBA ANDERSON ADVERTISSCOTTSDALE, AZMARKETING$4,716,354
ALKAMI TECHNOLOGY INCDALLAS, TXDIGITAL BANKING PLATFORM$2,940,343
TEPCON CONSTRUCTION INCTEMPE, AZCOMMERCIAL GENERAL CONTRACTOR$2,738,073
ARIZONA STATE UNIVERSITYTEMPE, AZPARTNERSHIP, ROYALTIES, RENT$2,645,243
2023 · 5 contractors · $18.3M
NameLocationServicePaid
ANDERSON MOSS LLC DBA ANDERSON ADVERTISSCOTTSDALE, AZMARKETING$5,788,905
ARIZONA STATE UNIVERSITYTEMPE, AZRENTAL EXPENSE$4,926,367
ALKAMI TECHNOLOGY INCDALLAS, TXDIGITAL BANKING PLATFORM$3,174,907
GOOGLE INCLOS ANGELES, CAMARKETING$2,486,389
FISERV INCDALLAS, TXATM & BILLPAY$1,900,438
2022 · 5 contractors · $17.6M
NameLocationServicePaid
ANDERSON MOSS LLC DBA ANDERSON ADVERTISSCOTTSDALE, AZMARKETING$5,007,076
GOOGLE INCLOS ANGELES, CAMARKETING$3,970,473
SALESFORCECOM INCDALLAS, TXOLINE BANKING$3,290,519
ALKAMI TECHNOLOGY INCDALLAS, TXDIGITAL BANKING PLATFORM$2,864,355
FRONTLINE STC INCSAN DIMAS, CACONTRACTOR$2,502,040
2021 · 5 contractors · $17.7M
NameLocationServicePaid
FISERV INCDALLAS, TXDATA PROCESSING$6,177,775
ANDERSON MOSS LLC DBA ANDERSON ADVERTISSCOTTSDALE, AZMARKETING$4,432,667
GOOGLE INCLOS ANGELES, AZMARKETING$2,965,089
ALKAMI TECHNOLOGY INCDALLAS, TXDIGITAL BANKING PLATFORM$2,288,256
PERSONIXDALLAS, TXDATA PROCESSING$1,833,425
2020 · 5 contractors · $7.6M
NameLocationServicePaid
ANDERSON MOSS LLC DBA ANDERSON ADVERTISSCOTTSDALE, AZMARKETING$2,273,795
ARIZONA STATE UNIVERSITYTEMPE, AZMARKETING & RESEARCH$1,559,250
FISERV INCDALLAS, TXMONEY MANAGEMENT SERVICES$1,292,521
ALKAMI TECHNOLOGY INCDALLAS, TXDIGITAL BANKING PLATFORM$1,292,521
MARICOPA COUNTY TREASURERPHOENIX, AZTAXING AUTHORITY$1,197,461

Trademarks

15 US trademarks, 11 live.

MarkSerialFiledStatusSource
DESERT FINANCIAL DIGITAL INVESTING992156892025-06-03RegisteredTRTDXFAP, file of 2026-09-30
DESERT FINANCIAL CREDIT UNION902665622020-10-20RegisteredTRCFECO2, file of 2024-03-27
DESERT FINANCIAL WILLS & TRUSTS888102112020-02-25RegisteredTRTDXFAP, file of 2026-10-01
DESERT FINANCIAL WEALTH MANAGEMENT878728322018-04-11RegisteredTRTDXFAP, file of 2026-07-24
DESERT FINANCIAL INSURANCE878728222018-04-11RegisteredTRTDXFAP, file of 2026-09-02
DEFINE MORTGAGE SOLUTIONS D878572392018-03-30Registration cancelledTRTDXFAP, file of 2026-06-17
DEFINE MORTGAGE SOLUTIONS878572332018-03-30Registration cancelledTRTDXFAP, file of 2026-06-17
DF DESERT FINANCIAL FOUNDATION876510392017-10-18RegisteredTRTYRAP, file of 2026-04-03
DESERT FINANCIAL FOUNDATION876510362017-10-18RegisteredTRTYRAP, file of 2026-04-03
DESERT FINANCIAL CREDIT UNION DF876287662017-09-29RegisteredTRTDXFAP, file of 2026-09-18

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 · 59 grants to organizations · $2.3M

Listed grants add up to $2,313,410; the return's “grants paid” expense line says $2,343,410. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 52 grants to organizations · $1.9M
2022 · 43 grants to organizations · $1.5M
2021 · 43 grants to organizations · $1.2M

Listed grants add up to $1,186,500; the return's “grants paid” expense line says $1,236,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 56 grants to organizations · $850K

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 ↗
$529,188,472$456,971,364 $8,783,626,770$685,630,429 $0$372,871,667 $6,187,0971,59211
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$454,305,678$369,011,260 $8,710,563,794$610,483,725 $0$326,626,922 $5,936,8181,25115
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$376,561,824$290,538,957 $8,192,281,897$468,547,596 $0$251,917,754 $6,309,4831,27016
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$333,222,725$245,780,903 $8,206,373,350$772,041,422 $0$229,462,154 $6,493,0261,41616
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$217,996,164$187,113,371 $6,637,949,766$759,853,482 $0$163,605,363 $1,946,4081,15816

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

2 grantors reported grants to this organization, $53,500 in all, tax years 2010 to 2016. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
ARIZONA DENTAL INSURANCE SERVICE Public charity Exact 2010-2011 2$31,000 2011$25,000
show
FIESTA EVENTS INC Public charity Exact 2014-2016 3$22,500 2016$7,500
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 (69)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
WINGS FINANCIAL CREDIT UNIONMNNot reported $476,138,898$470,089,500 PRESIDENT/CEO$7,605,995 Similar name, revenue within 2x
TRUSTONE FINANCIAL CREDIT UNIONMNNot reported $323,047,344$267,150,782 PRESIDENT/CEO$1,150,085 Similar name, revenue within 2x
VIZO FINANCIAL CORPORATE CREDIT UNIONPANot reported $342,674,561$309,550,906 SVP/CHIEF STRATEGY & TECHNOLOGY OFFICER$847,427 Similar name, revenue within 2x
ARIZONA FINANCIAL CREDIT UNIONAZW61 $225,880,309$197,180,064 President/CEO (AZFCU)$843,315 Similar name, revenue within 5x, same state
ITHINK FINANCIAL CREDIT UNIONFLW61 $133,877,746$114,596,734 CEO$1,016,089 Similar name, revenue within 5x
ADDITION FINANCIAL CREDIT UNIONFLW61 $172,550,204$155,260,898 PRESIDENT/CEO$1,050,845 Similar name, revenue within 5x
MAGNIFI FINANCIAL CREDIT UNIONMNNot reported $149,695,408$141,550,968 CHIEF EXECUTIVE OFFICER$1,234,830 Similar name, revenue within 5x
ROBINS FINANCIAL CREDIT UNIONGANot reported $251,515,366$190,265,948 SVP OF LENDING$1,230,064 Similar name, revenue within 5x
37 KEMBA FINANCIAL CREDIT UNIONOHNot reported $164,806,272$140,997,483 President CEO$1,294,019 Similar name, revenue within 5x
SCHOOLS FINANCIAL CREDIT UNIONCANot reported $101,261,825$69,254,863 PRESIDENT/CEO$1,675,200 Similar name, revenue within 10x
SIKORSKY FINANCIAL CREDIT UNION INCCTNot reported $73,084,443$53,153,220 PRESIDENT/CEO$1,328,335 Similar name, revenue within 10x
NORTH ISLAND FINANCIAL CREDIT UNIONCANot reported $57,702,150$48,355,504 PRESIDENT/CEO$640,237 Similar name, revenue within 10x
RAVE FINANCIAL CREDIT UNIONTXW61 $68,821,965$64,381,342 PRESIDENT/CEO$509,868 Similar name, revenue within 10x
DESERT FINANCIAL FOUNDATIONAZT30 $1,181,914$1,236,633 CEO$2,338,224 Similar name, revenue differs more than 10x, same state
SMART FINANCIAL CREDIT UNIONTXNot reported $47,907,359$45,848,422 CEO$1,012,740 Similar name, revenue differs more than 10x, similar mission
DEKALB FINANCIAL CREDIT UNIONINNot reported $2,923,974$4,029,254 PRESIDENT$75,662 Similar name, revenue differs more than 10x
PRIME FINANCIAL CREDIT UNIONWINot reported $12,014,626$10,749,750 CEO$258,429 Similar name, revenue differs more than 10x
Financial One Credit UnionMNNot reported $8,403,674$8,844,239 President & CEO$231,748 Similar name, revenue differs more than 10x
FIRST FINANCIAL CREDIT UNIONMONot reported $398,221$457,461 PRESIDENT$22,496 Similar name, revenue differs more than 10x
SMW FINANCIAL CREDIT UNIONMNNot reported $4,671,554$4,248,060 PRESIDENT/CEO$193,139 Similar name, revenue differs more than 10x
VALLEY FINANCIAL CREDIT UNIONMTW61 $32,952,579$27,833,236 CHIEF EXECUTIVE OFFICER$432,154 Similar name, revenue differs more than 10x
APEX FINANCIAL CREDIT UNIONMONot reported $1,256,702$2,582,621 CEO$243,087 Similar name, revenue differs more than 10x
United Financial Credit UnionCANot reported $1,188,961$2,052,524 President & CEO$281,485 Similar name, revenue differs more than 10x
FORWARD FINANCIAL CREDIT UNIONWINot reported $4,770,618$4,075,166 PRESIDENT/CEO$129,890 Similar name, revenue differs more than 10x
MAROON FINANCIAL CREDIT UNIONILNot reported $3,219,816$3,082,535 President$145,432 Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 69 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
THE BLACKBAUD GIVING FUND DAF sponsor$300,9553 12022–2025 DESERT FINANCIAL FOUNDATION
ILLINOIS PRAIRIE COMMUNITY FOUNDATION INC DAF sponsor$13,0001 12022–2022 1388 GENFED FINANCIAL CREDIT UNION
MODERN GIVING FOUNDATION Private foundation$3,5001 12024–2024 DESERT FINANCIAL FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$1842 12021–2022 DESERT FINANCIAL FOUNDATION

The full list · all similar organizations

Where the money went

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

2024 · Form 990 · $456,971,364 spent · pay $145,949,641 · grants $2,343,410 · events $1,245,083
LineAs describedTotalProgramManagementFundraisingShare
Interest $172,405,932--- 37.7%
Other salaries and wages $119,725,392--- 26.2%
Advertising and promotion $24,413,696--- 5.3%
Other (as described)DEBIT CARD/ATM $17,791,583--- 3.9%
Other (as described)PROVISION FOR LOAN LOSS $16,682,647--- 3.7%
Insurance $15,378,156--- 3.4%
Other (as described)REPAIRS & MAINTENANCE $14,021,749--- 3.1%
Information technology $9,325,529--- 2.0%
Payroll taxes $8,523,072--- 1.9%
Depreciation and depletion $8,420,760--- 1.8%
Pension plan contributions $7,687,776--- 1.7%
Fees: other services $6,371,264--- 1.4%
Occupancy $6,262,456--- 1.4%
Pay: officers, directors, trustees, key employees $6,187,097--- 1.4%
Office expenses $5,590,800--- 1.2%
All other expenses $4,068,371--- 0.9%
Other employee benefits $3,826,304--- 0.8%
Other (as described)FRAUD LOSSES $3,459,434--- 0.8%
Grants to US organizations and governments $2,343,410--- 0.5%
Conferences, conventions and meetings $1,245,083--- 0.3%
Travel $1,238,037--- 0.3%
Fees: legal $909,177--- 0.2%
Fees: accounting $555,239--- 0.1%
Payments to affiliates $538,400--- 0.1%
Total$456,971,364100%

View the filing

2023 · Form 990 · $369,011,260 spent · pay $134,865,981 · grants $1,903,156 · events $837,951
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $110,016,309--- 29.8%
Interest $108,486,417--- 29.4%
Other (as described)DEBIT CARD/ATM $20,345,273--- 5.5%
Advertising and promotion $16,544,826--- 4.5%
Other (as described)PROVISION FOR LOAN LOSS $15,849,591--- 4.3%
Other (as described)REPAIRS & MAINTENANCE $12,513,285--- 3.4%
Insurance $12,262,786--- 3.3%
Depreciation and depletion $9,603,380--- 2.6%
Pension plan contributions $8,073,635--- 2.2%
Information technology $7,806,072--- 2.1%
Payroll taxes $7,628,914--- 2.1%
Office expenses $6,364,005--- 1.7%
Fees: other services $6,041,329--- 1.6%
Occupancy $6,018,885--- 1.6%
Pay: officers, directors, trustees, key employees $5,936,818--- 1.6%
All other expenses $3,490,821--- 0.9%
Other (as described)FRAUD LOSSES $3,234,992--- 0.9%
Other employee benefits $3,210,305--- 0.9%
Grants to US organizations and governments $1,903,156--- 0.5%
Travel $1,138,130--- 0.3%
Conferences, conventions and meetings $837,951--- 0.2%
Fees: accounting $715,924--- 0.2%
Fees: legal $626,843--- 0.2%
Payments to affiliates $361,613--- 0.1%
Total$369,011,260100%

View the filing

2022 · Form 990 · $290,538,957 spent · pay $125,024,418 · grants $1,457,591 · events $608,603
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $101,265,484--- 34.9%
Interest $58,142,598--- 20.0%
Other (as described)DEBIT CARD/ATM $18,649,978--- 6.4%
Advertising and promotion $16,180,913--- 5.6%
Other (as described)REPAIRS & MAINTENANCE $12,682,243--- 4.4%
Insurance $11,481,508--- 4.0%
Depreciation and depletion $8,941,192--- 3.1%
Payroll taxes $7,136,363--- 2.5%
Pension plan contributions $6,827,884--- 2.4%
Occupancy $6,471,334--- 2.2%
Pay: officers, directors, trustees, key employees $6,309,483--- 2.2%
Other (as described)LOSS ON SETTLEMENT $6,000,000--- 2.1%
Information technology $5,660,203--- 1.9%
Office expenses $5,321,865--- 1.8%
Fees: other services $5,194,814--- 1.8%
Other (as described)LOSS ON VISA STOCK $3,906,633--- 1.3%
Other employee benefits $3,485,204--- 1.2%
All other expenses $2,866,932--- 1.0%
Grants to US organizations and governments $1,457,591--- 0.5%
Travel $888,800--- 0.3%
Fees: accounting $764,875--- 0.3%
Conferences, conventions and meetings $608,603--- 0.2%
Payments to affiliates $462,725--- 0.2%
Fees: legal -$168,268--- -0.1%
Total$290,538,957100%

View the filing

2021 · Form 990 · $245,780,903 spent · pay $117,592,414 · grants $1,236,500 · events $591,800
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $92,898,787--- 37.8%
Interest $34,273,825--- 13.9%
Other (as described)DEBIT CARD/ATM $18,764,588--- 7.6%
Advertising and promotion $14,003,269--- 5.7%
Other (as described)REPAIRS & MAINTENANCE $11,811,058--- 4.8%
Insurance $10,930,152--- 4.4%
Depreciation and depletion $9,086,090--- 3.7%
Pension plan contributions $7,864,885--- 3.2%
Payroll taxes $6,631,422--- 2.7%
Pay: officers, directors, trustees, key employees $6,493,026--- 2.6%
Fees: other services $6,411,193--- 2.6%
Occupancy $5,713,635--- 2.3%
Office expenses $5,074,088--- 2.1%
Information technology $4,420,177--- 1.8%
Other employee benefits $3,704,294--- 1.5%
Other (as described)LOAN SERVICING $3,153,837--- 1.3%
Other (as described)FRAUD LOSSES $1,809,100--- 0.7%
Grants to US organizations and governments $1,236,500--- 0.5%
Fees: legal $1,041,218--- 0.4%
Conferences, conventions and meetings $591,800--- 0.2%
Travel $378,058--- 0.2%
Payments to affiliates $365,808--- 0.1%
Fees: accounting $354,422--- 0.1%
All other expenses -$1,230,329--- -0.5%
Total$245,780,903100%

View the filing

2020 · Form 990 · $187,113,371 spent · pay $72,713,611 · grants $849,740 · events $514,622
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $60,037,547--- 32.1%
Interest $21,620,683--- 11.6%
Information technology $18,691,245--- 10.0%
Other (as described)DEBIT CARD/ATM $9,572,760--- 5.1%
Fees: other services $8,837,252--- 4.7%
Other (as described)PROVISION FOR LOAN LOSS $8,145,090--- 4.4%
Advertising and promotion $7,980,994--- 4.3%
Other (as described)REPAIRS & MAINTENANCE $7,926,105--- 4.2%
Depreciation and depletion $6,532,173--- 3.5%
Other (as described)LOAN SERVICING $6,302,558--- 3.4%
Pension plan contributions $5,437,433--- 2.9%
Insurance $5,252,317--- 2.8%
Occupancy $5,049,515--- 2.7%
Office expenses $3,996,787--- 2.1%
Payroll taxes $3,757,492--- 2.0%
Pay: officers, directors, trustees, key employees $1,946,408--- 1.0%
All other expenses $1,633,709--- 0.9%
Other employee benefits $1,534,731--- 0.8%
Grants to US organizations and governments $849,740--- 0.5%
Payments to affiliates $625,098--- 0.3%
Fees: legal $597,551--- 0.3%
Conferences, conventions and meetings $514,622--- 0.3%
Fees: accounting $247,910--- 0.1%
Travel $23,651--- 0.0%
Total$187,113,371100%

View the filing

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