CREDIT UNIONS IN THE STATE OF WASHINGTON
Cite this
Plain text CREDIT UNIONS IN THE STATE OF WASHINGTON. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/credit-unions-in-the-state-of-washington-910440744. Retrieved 2026-10-26.
APA furp.org. (n.d.). CREDIT UNIONS IN THE STATE OF WASHINGTON [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 26, 2026, from https://furp.org/org/credit-unions-in-the-state-of-washington-910440744
MLA “CREDIT UNIONS IN THE STATE OF WASHINGTON.” furp.org, tax years 2010–2024, https://furp.org/org/credit-unions-in-the-state-of-washington-910440744. Accessed 26 Oct. 2026.
Retrieved 2026-10-26; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $318.6M · expenses $292.4M · assets $4.27B
- Also known as
- TWINSTAR CREDIT UNION
- EIN
- 91-0440744
- Address
- PO BOX 718, OLYMPIA, WA 98507-0700
- Website
- WWW.TWINSTARCU.COM
- NTEE code
- -
- Exempt type
- 501(c)(14): credit union (association)
- Ruling date
- July 1954 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
INVEST IN PEOPLE, CHAMPION SUCCESS. WE BUILD COMMUNITIES WHERE ALL FEEL FINANCIALLY SECURE AND EMPOWERED TO REACH THEIR DREAMS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
76 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 |
|---|---|---|---|---|---|
| Jeff Kennedy | CEO/TREASURER | 2010-2024 | $5,963,566 | $21,371,582 | 2 |
| John Iglesias | PRESIDENT | 2023-2024 | $3,284,001 | $4,023,916 | 3 |
| Aaron Palmer | CHIEF REVENUE OFFICER | 2015-2024 | $668,389 | $3,530,716 | 1 |
| Kimberly Steepy | CHIEF FINANCIAL OFFICER | 2017-2024 | $502,204 | $2,425,141 | 1 |
| Patrice Kruger | VP OF CHANNEL SERVICES | 2015-2024 | $347,046 | $2,128,181 | 1 |
| Racardo Mclaughlin | VP OF MORTGAGE LENDING | 2016-2024 | $359,680 | $1,551,165 | 1 |
| Tammy Teeter | CHIEF ADMINISTRATIVE OFFICER | 2021-2024 | $430,535 | $1,251,562 | 1 |
| Debra Gildner | VP OF ACCOUNTING & FINANCE | 2022-2024 | $349,408 | $792,427 | 1 |
| Diane Sokolik | VP OF CONSUMER LENDING | 2022-2024 | $299,177 | $765,138 | 1 |
| Laurie Kresl | VP OF MARKETING | 2022-2024 | $298,868 | $733,611 | 2 |
| Cheryl Crow | CHIEF REVENUE OFFICER | 2023-2024 | $477,922 | $676,335 | 2 |
| Alan Pitcher | CHIEF INFORMATION OFFICER | 2023-2024 | $446,655 | $648,084 | 2 |
| Kenneth Myhra | CHIEF DIGITAL & PAYMENTS OFFICER | 2023-2024 | $456,994 | $646,900 | 1 |
| Jeffrey Yoder | CHIEF ACCOUNTING OFFICER | 2023-2024 | $422,969 | $598,797 | 2 |
| Loren Camp | FINANCIAL ADVISOR | 2019-2024 | $302,390 | $499,298 | 1 |
| Kenneth Kendo Santos | CHIEF RISK OFFICER | 2024 | $415,381 | $415,381 | 1 |
| Kate Lange | SENIOR INVESTMENT SERVICES ADVISOR | 2024 | $346,682 | $346,682 | 2 |
| Terry Hagio | VP OF TECHNOLOGY SERVICES & SOLUTIONS | 2024 | $342,437 | $342,437 | 2 |
| Kyndal Harris | CHIEF EXPERIENCE OFFICER | 2024 | $339,741 | $339,741 | 1 |
| George Williams | VP OF TECH OPERATIONS & INFORMATION SECURITY | 2024 | $332,159 | $332,159 | 2 |
| Matthew Wade | VP OF RESIDENTIAL LENDING | 2024 | $329,404 | $329,404 | 1 |
| Todd Dietmeyer | SENIOR INVESTMENT SERVICES ADVISOR | 2024 | $329,265 | $329,265 | 2 |
| Casey Ries | VP OF INTERNAL AUDIT | 2024 | $328,633 | $328,633 | 1 |
| Candice Inskeep | DIRECTOR OF BUSINESS SERVICES | 2024 | $318,283 | $318,283 | 1 |
| Jennifer Adams | VP OF PEOPLE & CULTURE | 2024 | $313,077 | $313,077 | 2 |
| Sherwin Wray | VP OF INVESTMENT SERVICES | 2024 | $300,254 | $300,254 | 1 |
| Jamie Mullenix | VP OF ORGANIZATIONAL DEVELOPMENT | 2024 | $293,271 | $293,271 | 1 |
| Michelle Lynn | VP OF RISK MANAGEMENT | 2024 | $291,759 | $291,759 | 1 |
| Donna Feliciano | DIRECTOR | 2013-2024 | $12,873 | $51,703 | 1 |
| Brian Hurley | DIRECTOR | 2018-2024 | $12,261 | $45,553 | 1 |
| Jena Miller | DIRECTOR | 2019-2024 | $16,871 | $44,031 | 1 |
| Mark Neary | SECRETARY (EFFECTIVE 3/27/2024) | 2015-2024 | $12,598 | $43,821 | 1 |
| Kim Martin | VICE CHAIR (EFFECTIVE 3/27/2024) | 2012-2024 | $13,183 | $40,548 | 1 |
| David Rainwater | CHAIR (UNTIL 3/27/2024) | 2023-2024 | $14,088 | $34,505 | 2 |
| Gayla Gjertsen | DIRECTOR | 2010-2024 | $5,468 | $34,101 | 1 |
| Thomas Pettus-Czar | CHAIR (EFFECTIVE 3/27/2024) | 2023-2024 | $15,015 | $29,598 | 2 |
| Jon Ruiz | AT LARGE | 2023-2024 | $14,053 | $28,636 | 6 |
| Brad Anderson | DIRECTOR | 2023-2024 | $10,255 | $21,922 | 2 |
| Ron Hastie | VICE CHAIR (UNTIL 3/27/2024) | 2010-2024 | $13,658 | $17,910 | 1 |
| Richard Leung | DIRECTOR | 2023-2024 | $5,931 | $17,598 | 2 |
| Barbara Blackmore | DIRECTOR | 2024 | $10,302 | $10,302 | 2 |
| Darcy Phillips | DIRECTOR (EFFECTIVE 6/26/2024) | 2024 | $7,500 | $7,500 | 3 |
| Marshall Ellison (former) | CEO | 2010-2012 | $5,098,845 | $6,068,455 | 1 |
| Scott Daukas (former) | CHIEF STRATEGY OFFICER (THRU 08/22) | 2011-2022 | $494,821 | $4,346,638 | 1 |
| Rebecca Breen (former) | CHIEF OPERATIONS OFFICER (THRU 12/22) | 2013-2022 | $346,777 | $2,696,671 | 1 |
| Elkan Wollenberg (former) | VP DIGITAL TRANSFORMATION | 2013-2021 | $225,120 | $2,173,399 | 1 |
| Jerrod Keller (former) | CHIEF OPERATIONS OFFICER (THRU 7/23) | 2015-2023 | $259,984 | $2,167,998 | 3 |
| Matthew Devlin (former) | CHIEF MARKETING OFFICER | 2013-2020 | $346,643 | $1,979,370 | 1 |
| Mary Beth Spuck (former) | CHIEF ADMINISTRATIVE OFFICER | 2011-2017 | $301,362 | $1,777,369 | 1 |
| Meggan Anderson (former) | BRANCH MORTGAGE LOAN OFFICER | 2016-2021 | $302,475 | $1,435,328 | 1 |
| John Johnson (former) | SVP/CUSOS & TECHNOLOGY | 2010-2013 | $157,498 | $1,315,146 | 1 |
| Sharon Weinberg (former) | CHIEF CREDIT OFFICER | 2015-2019 | $197,539 | $1,087,619 | 1 |
| Kimberly Peterson (former) | CHIEF FINANCIAL OFFICER | 2012-2016 | $194,043 | $792,856 | 1 |
| Christopher Heck (former) | VP - BUSINESS SERVICES | 2016-2019 | $198,457 | $726,038 | 1 |
| Nicole Colgan (former) | CHIEF PEOPLE OFFICER | 2019-2021 | $252,223 | $715,741 | 2 |
| Cynthia Halstead (former) | BRANCH MORTGAGE LOAN OFFICER | 2020-2021 | $371,456 | $708,542 | 1 |
| Becky Breen (former) | VP CHIEF RETAIL OFFICER | 2010-2012 | $420,150 | $700,121 | 1 |
| Daniela Parker (former) | CHIEF RISK OFFICER | 2019-2021 | $249,713 | $694,446 | 1 |
| Jan Suess (former) | VP ADMIN SUPPORT SERVICES | 2010-2012 | $410,033 | $687,739 | 1 |
| Candice Mills (former) | SENIOR FINANCIAL ADVISOR | 2013-2016 | $157,470 | $678,208 | 1 |
| David Receniello (former) | CFO (TERM JAN 2012) | 2010-2012 | $3,914 | $597,903 | 1 |
| Peggy King (former) | BRANCH MORTGAGE LOAN OFFICER | 2020-2021 | $295,322 | $579,796 | 1 |
| Christopher Pettit (former) | BRANCH MORTGAGE LOAN OFFICER | 2014-2015 | $330,891 | $526,750 | 1 |
| Matt Devlin (former) | VP MARKETING/BUSINESS DEVELOPMENT | 2010-2012 | $172,642 | $433,926 | 1 |
| Jeffrey Robertson (former) | BUSINESS RELATIONSHIP MANAGER | 2017-2018 | $169,106 | $335,979 | 1 |
| David Hoffert (former) | FINANCIAL ADVISOR | 2014-2015 | $154,268 | $317,662 | 1 |
| Jolee Roberts (former) | MORTGAGE LOAN OFFICER | 2012 | $235,518 | $235,518 | 1 |
| Kim Bowen (former) | DIRECTOR PROJECT MANAGEMENT | 2019 | $198,088 | $198,088 | 1 |
| Mark Hegg (former) | MORTGAGE LOAN MANAGER | 2012 | $146,289 | $146,289 | 1 |
| Jim Mccarthy (former) | VP STRATEGIC PLANNING | 2010 | $126,330 | $126,330 | 1 |
| Connie Mcglone (former) | VP SOUTHWEST DIVISION | 2010 | $125,058 | $125,058 | 1 |
| Ronald Hastie (former) | VICE CHAIR | 2022-2023 | $24,695 | $35,627 | 1 |
| Barb Blackmore (former) | DIRECTOR | 2023 | $11,667 | $11,667 | 1 |
| Kimberly Martin (former) | VICE CHAIR | 2022 | $10,053 | $10,053 | 1 |
| Dale Tosland (former) | DIRECTOR | 2015-2022 | $2,500 | $5,812 | 1 |
| Rhodetta Seward (former) | DIRECTOR (THRU 08/22) | 2010-2022 | $2,441 | $5,277 | 2 |
Officers and directors, no compensation reported
6 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 |
|---|---|---|---|---|---|
| Anil Puri (former) | DIRECTOR (LEFT 2019) | 2016-2019 | 1 | $0 reported | 1 |
| Scott Horner (former) | DIRECTOR | 2010-2015 | 1 | $0 reported | 1 |
| John Parr (former) | DIRECTOR | 2010-2014 | 1 | $0 reported | 1 |
| Joanne Sanford (former) | DIRECTOR | 2010-2014 | 1 | $0 reported | 1 |
| Erik Kupka (former) | DIRECTOR | 2010-2012 | 1 | $0 reported | 1 |
| Steve Venables (former) | DIRECTOR | 2010-2012 | 1 | $0 reported | 1 |
People by year
2024 · 42 people listed · 42 paid, $19.1M · 984 employees · 21 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/TREASURER | 40 | $5,897,502 | $0 | $66,064 | $5,963,566 | 2 |
| JOHN IGLESIAS | PRESIDENT | 40 | $3,225,161 | $0 | $58,840 | $3,284,001 | 3 |
| AARON PALMER | CHIEF REVENUE OFFICER | 40 | $609,568 | $0 | $58,821 | $668,389 | 1 |
| KIMBERLY STEEPY | CHIEF FINANCIAL OFFICER | 40 | $437,430 | $0 | $64,774 | $502,204 | 1 |
| CHERYL CROW | CHIEF REVENUE OFFICER | 40 | $418,611 | $0 | $59,311 | $477,922 | 2 |
| KENNETH MYHRA | CHIEF DIGITAL & PAYMENTS OFFICER | 40 | $395,075 | $0 | $61,919 | $456,994 | 1 |
| ALAN PITCHER | CHIEF INFORMATION OFFICER | 40 | $403,282 | $0 | $43,373 | $446,655 | 2 |
| TAMMY TEETER | CHIEF ADMINISTRATIVE OFFICER | 40 | $366,994 | $0 | $63,541 | $430,535 | 1 |
| JEFFREY YODER | CHIEF ACCOUNTING OFFICER | 40 | $366,759 | $0 | $56,210 | $422,969 | 2 |
| KENNETH KENDO SANTOS | CHIEF RISK OFFICER | 40 | $364,325 | $0 | $51,056 | $415,381 | 1 |
| RACARDO MCLAUGHLIN | VP OF MORTGAGE LENDING | 40 | $300,361 | $0 | $59,319 | $359,680 | 1 |
| DEBRA GILDNER | VP OF ACCOUNTING & FINANCE | 40 | $288,047 | $0 | $61,361 | $349,408 | 1 |
| PATRICE KRUGER | VP OF CHANNEL SERVICES | 40 | $288,009 | $0 | $59,037 | $347,046 | 1 |
| KATE LANGE | SENIOR INVESTMENT SERVICES ADVISOR | 40 | $289,792 | $0 | $56,890 | $346,682 | 2 |
| TERRY HAGIO | VP OF TECHNOLOGY SERVICES & SOLUTIONS | 40 | $292,740 | $0 | $49,697 | $342,437 | 2 |
| KYNDAL HARRIS | CHIEF EXPERIENCE OFFICER | 40 | $332,728 | $0 | $7,013 | $339,741 | 1 |
| GEORGE WILLIAMS | VP OF TECH OPERATIONS & INFORMATION SECURITY | 40 | $276,865 | $0 | $55,294 | $332,159 | 2 |
| MATTHEW WADE | VP OF RESIDENTIAL LENDING | 40 | $280,534 | $0 | $48,870 | $329,404 | 1 |
| TODD DIETMEYER | SENIOR INVESTMENT SERVICES ADVISOR | 40 | $283,520 | $0 | $45,745 | $329,265 | 2 |
| CASEY RIES | VP OF INTERNAL AUDIT | 40 | $284,426 | $0 | $44,207 | $328,633 | 1 |
| CANDICE INSKEEP | DIRECTOR OF BUSINESS SERVICES | 40 | $260,953 | $0 | $57,330 | $318,283 | 1 |
| JENNIFER ADAMS | VP OF PEOPLE & CULTURE | 40 | $265,949 | $0 | $47,128 | $313,077 | 2 |
| LOREN CAMP | FINANCIAL ADVISOR | 40 | $249,362 | $0 | $53,028 | $302,390 | 1 |
| SHERWIN WRAY | VP OF INVESTMENT SERVICES | 40 | $261,903 | $0 | $38,351 | $300,254 | 1 |
| DIANE SOKOLIK | VP OF CONSUMER LENDING | 40 | $244,399 | $0 | $54,778 | $299,177 | 1 |
| LAURIE KRESL | VP OF MARKETING | 40 | $261,715 | $0 | $37,153 | $298,868 | 2 |
| JAMIE MULLENIX | VP OF ORGANIZATIONAL DEVELOPMENT | 40 | $244,900 | $0 | $48,371 | $293,271 | 1 |
| MICHELLE LYNN | VP OF RISK MANAGEMENT | 40 | $253,417 | $0 | $38,342 | $291,759 | 1 |
| JENA MILLER | DIRECTOR | 1 | $16,871 | $0 | $0 | $16,871 | 1 |
| THOMAS PETTUS-CZAR | CHAIR (EFFECTIVE 3/27/2024) | 1 | $15,015 | $0 | $0 | $15,015 | 2 |
| DAVID RAINWATER | CHAIR (UNTIL 3/27/2024) | 1 | $14,088 | $0 | $0 | $14,088 | 2 |
| JON RUIZ | AT LARGE | 1 | $14,053 | $0 | $0 | $14,053 | 6 |
| RON HASTIE | VICE CHAIR (UNTIL 3/27/2024) | 1 | $13,658 | $0 | $0 | $13,658 | 1 |
| KIM MARTIN | VICE CHAIR (EFFECTIVE 3/27/2024) | 1 | $13,183 | $0 | $0 | $13,183 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $12,873 | $0 | $0 | $12,873 | 1 |
| MARK NEARY | SECRETARY (EFFECTIVE 3/27/2024) | 1 | $12,598 | $0 | $0 | $12,598 | 1 |
| BRIAN HURLEY | DIRECTOR | 1 | $12,261 | $0 | $0 | $12,261 | 1 |
| BARBARA BLACKMORE | DIRECTOR | 1 | $10,302 | $0 | $0 | $10,302 | 2 |
| BRAD ANDERSON | DIRECTOR | 1 | $10,255 | $0 | $0 | $10,255 | 2 |
| DARCY PHILLIPS | DIRECTOR (EFFECTIVE 6/26/2024) | 1 | $7,500 | $0 | $0 | $7,500 | 3 |
| RICHARD LEUNG | DIRECTOR | 1 | $5,931 | $0 | $0 | $5,931 | 2 |
| GAYLA GJERTSEN | DIRECTOR | 1 | $5,468 | $0 | $0 | $5,468 | 1 |
2023 · 28 people listed · 28 paid, $6.4M · 923 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/TREASURER | 40 | $1,121,876 | $0 | $869,466 | $1,991,342 | 2 |
| JOHN IGLESIAS | PRESIDENT | 40 | $546,420 | $0 | $193,495 | $739,915 | 3 |
| AARON PALMER | CHIEF REVENUE OFFICER | 40 | $337,453 | $0 | $135,764 | $473,217 | 1 |
| KIMBERLY STEEPY | CHIEF FINANCIAL OFFICER | 40 | $350,743 | $0 | $44,477 | $395,220 | 1 |
| TAMMY TEETER | CHIEF ADMINISTRATIVE OFFICER | 40 | $299,329 | $0 | $45,836 | $345,165 | 1 |
| JERROD KELLER | CHIEF OPERATIONS OFFICER (THRU 7/23) | 40 | $230,330 | $0 | $29,654 | $259,984 | 3 |
| PATRICE KRUGER | VP CHANNEL SERVICES | 40 | $218,411 | $0 | $34,979 | $253,390 | 1 |
| DIANE SOKOLIK | VP CONSUMER LENDING | 40 | $208,776 | $0 | $43,018 | $251,794 | 1 |
| DEBRA GILDNER | VP ACCOUNTING & FINANCE | 40 | $213,846 | $0 | $32,184 | $246,030 | 1 |
| RACARDO MCLAUGHLIN | VP MORTGAGE LENDING | 40 | $213,946 | $0 | $31,155 | $245,101 | 1 |
| LAURIE KRESL | VP MARKETING | 40 | $207,925 | $0 | $27,960 | $235,885 | 2 |
| ALAN PITCHER | CHIEF INFORMATION OFFICER | 40 | $172,603 | $0 | $28,826 | $201,429 | 2 |
| CHERYL CROW | CHIEF CREDIT OFFICER | 40 | $167,264 | $0 | $31,149 | $198,413 | 2 |
| KENNETH MYHRA | CHIEF PAYMENTS OFFICER | 40 | $165,506 | $0 | $24,400 | $189,906 | 1 |
| JEFFREY YODER | CHIEF ACCOUNTING OFFICER | 40 | $150,524 | $0 | $25,304 | $175,828 | 2 |
| DONNA FELICIANO | DIRECTOR | 1 | $26,320 | $0 | $0 | $26,320 | 1 |
| RONALD HASTIE | VICE CHAIR | 1 | $24,695 | $0 | $0 | $24,695 | 1 |
| KIM MARTIN | SECRETARY | 1 | $22,701 | $0 | $0 | $22,701 | 1 |
| MARK NEARY | DIRECTOR | 1 | $22,292 | $0 | $0 | $22,292 | 1 |
| DAVID RAINWATER | CHAIR | 1 | $20,417 | $0 | $0 | $20,417 | 2 |
| BRIAN HURLEY | DIRECTOR | 1 | $19,765 | $0 | $0 | $19,765 | 1 |
| GAYLA GJERTSEN | DIRECTOR | 1 | $17,917 | $0 | $0 | $17,917 | 1 |
| JENA MILLER | DIRECTOR | 1 | $17,917 | $0 | $0 | $17,917 | 1 |
| THOMAS PETTUS-CZAR | DIRECTOR | 1 | $14,583 | $0 | $0 | $14,583 | 2 |
| JON RUIZ | DIRECTOR | 1 | $14,583 | $0 | $0 | $14,583 | 6 |
| BRAD ANDERSON | DIRECTOR | 1 | $11,667 | $0 | $0 | $11,667 | 2 |
| BARB BLACKMORE | DIRECTOR | 1 | $11,667 | $0 | $0 | $11,667 | 1 |
| RICHARD LEUNG | DIRECTOR | 1 | $11,667 | $0 | $0 | $11,667 | 2 |
2022 · 21 people listed · 21 paid, $5.1M · 553 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $1,086,917 | $0 | $844,540 | $1,931,457 | 2 |
| SCOTT DAUKAS | CHIEF STRATEGY OFFICER (THRU 08/22) | 40 | $469,140 | $0 | $25,681 | $494,821 | 1 |
| AARON PALMER | CHIEF REVENUE OFFICER | 40 | $272,476 | $0 | $119,730 | $392,206 | 1 |
| REBECCA BREEN | CHIEF OPERATIONS OFFICER (THRU 12/22) | 40 | $316,416 | $0 | $30,361 | $346,777 | 1 |
| JERROD KELLER | CHIEF OPERATIONS OFFICER | 40 | $265,817 | $0 | $26,298 | $292,115 | 3 |
| KIMBERLY STEEPY | CHIEF FINANCIAL OFFICER | 40 | $251,409 | $0 | $25,530 | $276,939 | 1 |
| TAMMY TEETER | CHIEF ADMINISTRATIVE OFFICER | 40 | $232,471 | $0 | $28,978 | $261,449 | 1 |
| PATRICE KRUGER | VP CHANNEL SERVICES | 40 | $198,800 | $0 | $22,586 | $221,386 | 1 |
| DIANE SOKOLIK | VP CONSUMER LENDING | 40 | $184,419 | $0 | $29,748 | $214,167 | 1 |
| RACARDO MCLAUGHLIN | VP MORTGAGE LENDING | 40 | $188,818 | $0 | $20,044 | $208,862 | 1 |
| LAURIE KRESL | VP MARKETING | 40 | $180,450 | $0 | $18,408 | $198,858 | 2 |
| DEBRA GILDNER | VP ACCOUNTING & FINANCE | 40 | $177,251 | $0 | $19,738 | $196,989 | 1 |
| RONALD HASTIE | CHAIR | 1 | $10,932 | $0 | $0 | $10,932 | 1 |
| KIMBERLY MARTIN | VICE CHAIR | 1 | $10,053 | $0 | $0 | $10,053 | 1 |
| DONNA FELICIANO | SECRETARY | 1 | $8,447 | $0 | $0 | $8,447 | 1 |
| BRIAN HURLEY | DIRECTOR | 1 | $7,930 | $0 | $0 | $7,930 | 1 |
| JENA MILLER | DIRECTOR | 1 | $7,579 | $0 | $0 | $7,579 | 1 |
| MARK NEARY | DIRECTOR | 1 | $6,167 | $0 | $0 | $6,167 | 1 |
| GAYLA GJERTSEN | DIRECTOR | 1 | $5,000 | $0 | $0 | $5,000 | 1 |
| DALE TOSLAND | DIRECTOR | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| RHODETTA SEWARD | DIRECTOR (THRU 08/22) | 1 | $2,441 | $0 | $0 | $2,441 | 2 |
2021 · 23 people listed · 14 paid, $5.8M · 515 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $1,005,997 | $0 | $731,233 | $1,737,230 | 2 |
| SCOTT DAUKAS | CHIEF STRATEGY OFFICER | 40 | $644,345 | $0 | $70,084 | $714,429 | 1 |
| CYNTHIA HALSTEAD | BRANCH MORTGAGE LOAN OFFICER | 40 | $348,339 | $0 | $23,117 | $371,456 | 1 |
| AARON PALMER | CHIEF REVENUE OFFICER | 40 | $249,361 | $0 | $108,980 | $358,341 | 1 |
| REBECCA BREEN | CHIEF OPERATIONS OFFICER | 40 | $290,509 | $0 | $37,368 | $327,877 | 1 |
| MEGGAN ANDERSON | BRANCH MORTGAGE LOAN OFFICER | 40 | $275,206 | $0 | $27,269 | $302,475 | 1 |
| PEGGY KING | BRANCH MORTGAGE LOAN OFFICER | 40 | $260,048 | $0 | $35,274 | $295,322 | 1 |
| JERROD KELLER | CHIEF EXPERIENCE OFFICER | 40 | $259,999 | $0 | $27,396 | $287,395 | 3 |
| KIMBERLY STEEPY | CHIEF FINANCIAL OFFICER | 40 | $249,550 | $0 | $24,310 | $273,860 | 1 |
| NICOLE COLGAN | CHIEF PEOPLE OFFICER | 40 | $226,878 | $0 | $25,345 | $252,223 | 2 |
| DANIELA PARKER | CHIEF RISK OFFICER | 40 | $222,792 | $0 | $26,921 | $249,713 | 1 |
| ELKAN WOLLENBERG | VP DIGITAL TRANSFORMATION | 40 | $199,501 | $0 | $25,619 | $225,120 | 1 |
| TAMMY TEETER | CHIEF ADMINISTRATIVE OFFICER | 40 | $191,228 | $0 | $23,185 | $214,413 | 1 |
| PATRICE KRUGER | VP CHANNEL SERVICES | 40 | $187,649 | $0 | $24,605 | $212,254 | 1 |
| RON HASTIE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DALE TOSLAND | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM MARTIN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GAYLA GJERTSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN HURLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JENA MILLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK NEARY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RHODETTA SEWARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 24 people listed · 24 paid, $6.1M · 498 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $889,398 | $0 | $680,181 | $1,569,579 | 2 |
| ELKAN WOLLENBERG | VP DIGITAL TRANSFORMATION | 40 | $452,438 | $0 | $34,515 | $486,953 | 1 |
| SCOTT DAUKAS | CHIEF STRATEGY OFFICER | 40 | $317,517 | $0 | $118,974 | $436,491 | 1 |
| MEGGAN ANDERSON | BRANCH MORTGAGE LOAN OFFICER | 40 | $365,644 | $0 | $31,514 | $397,158 | 1 |
| AARON PALMER | CHIEF REVENUE OFFICER | 40 | $269,193 | $0 | $106,070 | $375,263 | 1 |
| MATTHEW DEVLIN | CHIEF MARKETING OFFICER | 40 | $321,467 | $0 | $25,176 | $346,643 | 1 |
| REBECCA BREEN | CHIEF OPERATIONS OFFICER | 40 | $295,212 | $0 | $45,530 | $340,742 | 1 |
| CYNTHIA HALSTEAD | BRANCH MORTGAGE LOAN OFFICER | 40 | $323,142 | $0 | $13,944 | $337,086 | 1 |
| JERROD KELLER | CHIEF EXPERIENCE OFFICER | 40 | $262,476 | $0 | $33,173 | $295,649 | 3 |
| PEGGY KING | BRANCH MORTGAGE LOAN OFFICER | 40 | $248,704 | $0 | $35,770 | $284,474 | 1 |
| KIMBERLY STEEPY | CHIEF FINANCIAL OFFICER | 40 | $248,104 | $0 | $34,652 | $282,756 | 1 |
| NICOLE COLGAN | CHIEF PEOPLE OFFICER | 40 | $224,703 | $0 | $30,362 | $255,065 | 2 |
| DANIELA PARKER | BRANCH MORTGAGE LOAN OFFICER | 40 | $219,902 | $0 | $31,387 | $251,289 | 1 |
| PATRICE KRUGER | AVP/BRANCH DELIVERY | 40 | $183,477 | $0 | $30,129 | $213,606 | 1 |
| RACARDO MCLAUGHLIN | AVP/MORTGAGE ORIGINATION | 40 | $184,032 | $0 | $26,896 | $210,928 | 1 |
| KIM MARTIN | SECRETARY | 1 | $3,173 | $0 | $0 | $3,173 | 1 |
| RON HASTIE | DIRECTOR AT LARGE | 1 | $3,173 | $0 | $0 | $3,173 | 1 |
| MARK NEARY | DIRECTOR | 1 | $2,764 | $0 | $0 | $2,764 | 1 |
| BRIAN HURLEY | DIRECTOR | 1 | $2,497 | $0 | $0 | $2,497 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $2,117 | $0 | $0 | $2,117 | 1 |
| DALE TOSLAND | VICE CHAIR | 1 | $1,814 | $0 | $0 | $1,814 | 1 |
| GAYLA GJERTSEN | CHAIR | 1 | $1,669 | $0 | $0 | $1,669 | 1 |
| RHODETTA SEWARD | DIRECTOR | 1 | $1,669 | $0 | $0 | $1,669 | 2 |
| JENA MILLER | DIRECTOR | 1 | $1,664 | $0 | $0 | $1,664 | 1 |
2019 · 26 people listed · 23 paid, $5.7M · 508 employees · 24 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $1,356,226 | $0 | $608,687 | $1,964,913 | 2 |
| SCOTT DAUKAS | CHIEF STRATEGY OFFICER | 40 | $258,483 | $0 | $120,108 | $378,591 | 1 |
| AARON PALMER | CHIEF REVENUE OFFICER | 40 | $211,192 | $0 | $102,592 | $313,784 | 1 |
| REBECCA BREEN | CHIEF OPERATIONS OFFICER | 40 | $253,411 | $0 | $43,355 | $296,766 | 1 |
| ELKAN WOLLENBERG | CHIEF TECHNOLOGY OFFICER | 40 | $221,791 | $0 | $68,387 | $290,178 | 1 |
| MATTHEW DEVLIN | CHIEF MARKETING OFFICER | 40 | $214,921 | $0 | $66,850 | $281,771 | 1 |
| JERROD KELLER | CHIEF EXPERIENCE OFFICER | 40 | $225,233 | $0 | $28,630 | $253,863 | 3 |
| KIMBERLY STEEPY | CHIEF FINANCIAL OFFICER | 40 | $218,615 | $0 | $31,515 | $250,130 | 1 |
| MEGGAN ANDERSON | BRANCH MORTGAGE LOAN OFFICER | 40 | $186,716 | $0 | $26,302 | $213,018 | 1 |
| NICOLE COLGAN | CHIEF PEOPLE OFFICER | 40 | $182,323 | $0 | $26,130 | $208,453 | 2 |
| PATRICE KRUGER | VP - CHANNEL SERVICES | 40 | $178,923 | $0 | $27,304 | $206,227 | 1 |
| CHRISTOPHER HECK | VP - BUSINESS SERVICES | 40 | $171,339 | $0 | $27,118 | $198,457 | 1 |
| KIM BOWEN | DIRECTOR PROJECT MANAGEMENT | 40 | $182,370 | $0 | $15,718 | $198,088 | 1 |
| SHARON WEINBERG | CHIEF CREDIT OFFICER | 40 | $164,118 | $0 | $33,421 | $197,539 | 1 |
| LOREN CAMP | FINANCIAL ADVISOR | 40 | $173,150 | $0 | $23,758 | $196,908 | 1 |
| DANIELA PARKER | CHIEF RISK OFFICER | 40 | $167,107 | $0 | $26,337 | $193,444 | 1 |
| GAYLA GJERTSEN | CHAIR | 1 | $4,047 | $0 | $0 | $4,047 | 1 |
| BRIAN HURLEY | DIRECTOR | 1 | $3,100 | $0 | $0 | $3,100 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $1,946 | $0 | $0 | $1,946 | 1 |
| DALE TOSLAND | VICE CHAIR | 1 | $1,498 | $0 | $0 | $1,498 | 1 |
| KIM MARTIN | SECRETARY | 1 | $1,491 | $0 | $0 | $1,491 | 1 |
| RHODETTA SEWARD | DIRECTOR | 1 | $1,167 | $0 | $0 | $1,167 | 2 |
| RON HASTIE | DIRECTOR AT LARGE | 1 | $1,079 | $0 | $0 | $1,079 | 1 |
| JENA MILLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK NEARY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANIL PURI | DIRECTOR (LEFT 2019) | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 23 people listed · 14 paid, $4.7M · 468 employees · 35 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $993,875 | $0 | $620,202 | $1,614,077 | 2 |
| SCOTT DAUKAS | CHIEF RISK OFFICER | 40 | $244,021 | $0 | $116,689 | $360,710 | 1 |
| AARON PALMER | CHIEF LENDING OFFICER | 40 | $201,212 | $0 | $84,440 | $285,652 | 1 |
| ELKAN WOLLENBERG | CHIEF TECHNOLOGY OFFICER | 40 | $212,821 | $0 | $67,126 | $279,947 | 1 |
| REBECCA BREEN | CHIEF OPERATIONS OFFICER | 40 | $240,950 | $0 | $35,566 | $276,516 | 1 |
| MATTHEW DEVLIN | CHIEF MARKETING OFFICER | 40 | $204,220 | $0 | $66,180 | $270,400 | 1 |
| SHARON WEINBERG | CHIEF CREDIT OFFICER | 40 | $208,821 | $0 | $32,589 | $241,410 | 1 |
| KIMBERLY STEEPY | CHIEF FINANCIAL OFFICER | 40 | $205,067 | $0 | $28,514 | $233,581 | 1 |
| JERROD KELLER | CHIEF SALES OFFIER | 40 | $198,610 | $0 | $26,697 | $225,307 | 3 |
| PATRICE KRUGER | AVP/BRANCH DELIVERY | 40 | $162,946 | $0 | $25,330 | $188,276 | 1 |
| RACARDO MCLAUGHLIN | AVP/MORTGAGE ORIGINATION | 40 | $157,439 | $0 | $25,612 | $183,051 | 1 |
| MEGGAN ANDERSON | BRANCH MORTGAGE LOAN OFFICER | 40 | $157,860 | $0 | $24,611 | $182,471 | 1 |
| CHRISTOPHER HECK | DIRECTOR/BUSINESS LENDING | 40 | $151,933 | $0 | $23,431 | $175,364 | 1 |
| JEFFREY ROBERTSON | BUSINESS RELATIONSHIP MANAGER | 40 | $144,149 | $0 | $24,957 | $169,106 | 1 |
| GAYLA GJERTSEN | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DALE TOSLAND | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM MARTIN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RON HASTIE | DIRECTOR AT LARGE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANIL PURI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK NEARY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RHODETTA SEWARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN HURLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 23 people listed · 15 paid, $4.5M · 437 employees · 35 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $721,652 | $0 | $560,009 | $1,281,661 | 2 |
| SCOTT DAUKAS | CHIEF RISK OFFICER | 40 | $226,910 | $0 | $117,408 | $344,318 | 1 |
| MARY BETH SPUCK | CHIEF ADMINISTRATIVE OFFICER | 40 | $195,981 | $0 | $105,381 | $301,362 | 1 |
| AARON PALMER | CHIEF LENDING OFFICER | 40 | $190,484 | $0 | $80,262 | $270,746 | 1 |
| ELKAN WOLLENBERG | CHIEF TECHNOLOGY OFFICER | 40 | $202,964 | $0 | $65,388 | $268,352 | 1 |
| REBECCA BREEN | CHIEF OPERATIONS OFFICER | 40 | $229,035 | $0 | $39,145 | $268,180 | 1 |
| MATTHEW DEVLIN | CHIEF MARKETING OFFICER | 40 | $195,284 | $0 | $64,606 | $259,890 | 1 |
| SHARON WEINBERG | CHIEF CREDIT OFFICER | 40 | $197,466 | $0 | $37,514 | $234,980 | 1 |
| KIMBERLY STEEPY | CHIEF FINANCIAL OFFICER | 40 | $182,947 | $0 | $27,504 | $210,451 | 1 |
| JERROD KELLER | CHIEF SALES OFFICER | 40 | $182,282 | $0 | $23,849 | $206,131 | 3 |
| CHRISTOPHER HECK | DIRECTOR/BUSINESS LENDING | 40 | $166,207 | $0 | $25,525 | $191,732 | 1 |
| RACARDO MCLAUGHLIN | AVP/MORTGAGE ORIGINATION | 40 | $156,400 | $0 | $27,007 | $183,407 | 1 |
| MEGGAN ANDERSON | BRANCH MORTGAGE LOAN OFFICER | 40 | $153,397 | $0 | $23,874 | $177,271 | 1 |
| PATRICE KRUGER | AVP/BRANCH DELIVERY | 40 | $147,460 | $0 | $24,632 | $172,092 | 1 |
| JEFFREY ROBERTSON | BUSINESS RELATIONSHIP MANAGER | 40 | $139,096 | $0 | $27,777 | $166,873 | 1 |
| RHODETTA SEWARD | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| GAYLA GJERTSEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM MARTIN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RON HASTIE | DIRECTOR AT LARGE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANIL PURI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK NEARY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DALE TOSLAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 23 people listed · 15 paid, $3.9M · 427 employees · 34 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $545,685 | $0 | $114,579 | $660,264 | 2 |
| SCOTT DAUKAS | CHIEF RISK OFFICER | 40 | $361,469 | $0 | $111,301 | $472,770 | 1 |
| MARY BETH SPUCK | CHIEF ADMINISTRATIVE OFFICER | 40 | $340,448 | $0 | $115,891 | $456,339 | 1 |
| REBECCA BREEN | CHIEF OPERATIONS OFFICER | 40 | $221,173 | $0 | $27,864 | $249,037 | 1 |
| ELKAN WOLLENBERG | CHIEF TECHNOLOGY OFFICER | 40 | $191,429 | $0 | $55,502 | $246,931 | 1 |
| MATTHEW DEVLIN | CHIEF MARKETING OFFICER | 40 | $185,182 | $0 | $55,121 | $240,303 | 1 |
| SHARON WEINBERG | CHIEF CREDIT OFFICER | 40 | $186,720 | $0 | $26,979 | $213,699 | 1 |
| AARON PALMER | CHIEF LENDING OFFICER | 40 | $181,026 | $0 | $18,595 | $199,621 | 1 |
| KIMBERLY PETERSON | CHIEF FINANCIAL OFFICER | 40 | $176,701 | $0 | $17,342 | $194,043 | 1 |
| JERROD KELLER | CHIEF SALES OFFICER | 40 | $172,722 | $0 | $16,634 | $189,356 | 3 |
| MEGGAN ANDERSON | BRANCH MORTGAGE LOAN OFFICER | 40 | $150,810 | $0 | $12,125 | $162,935 | 1 |
| PATRICE KRUGER | AVP/BRANCH DELIVERY | 40 | $144,956 | $0 | $17,752 | $162,708 | 1 |
| CHRISTOPHER HECK | DIRECTOR/BUSINESS LENDING | 40 | $144,380 | $0 | $16,105 | $160,485 | 1 |
| RACARDO MCLAUGHLIN | AVP/MORTGAGE ORIGINATION | 40 | $141,248 | $0 | $18,888 | $160,136 | 1 |
| CANDICE MILLS | SENIOR FINANCIAL ADVISOR | 40 | $139,479 | $0 | $17,991 | $157,470 | 1 |
| RHODETTA SEWARD | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| GAYLA GJERTSEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM MARTIN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RON HASTIE | DIRECTOR AT LARGE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANIL PURI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK NEARY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DALE TOSLAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 22 people listed · 14 paid, $3.5M · 437 employees · 35 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $463,085 | $0 | $115,611 | $578,696 | 2 |
| SCOTT DAUKAS | CHIEF RISK OFFICER | 40 | $204,046 | $0 | $134,882 | $338,928 | 1 |
| CHRISTOPHER PETTIT | BRANCH MORTGAGE LOAN OFFICER | 40 | $308,233 | $0 | $22,658 | $330,891 | 1 |
| MARY BETH SPUCK | CHIEF ADMINISTRATIVE OFFICER | 40 | $181,564 | $0 | $137,778 | $319,342 | 1 |
| REBECCA BREEN | CHIEF OPERATIONS OFFICER | 40 | $208,505 | $0 | $28,368 | $236,873 | 1 |
| ELKAN WOLLENBERG | CHIEF TECHNOLOGY OFFICER | 40 | $181,613 | $0 | $54,668 | $236,281 | 1 |
| MATTHEW DEVLIN | CHIEF MARKETING OFFICER | 40 | $179,220 | $0 | $54,623 | $233,843 | 1 |
| SHARON WEINBERG | CHIEF CREDIT OFFICER | 40 | $174,220 | $0 | $25,771 | $199,991 | 1 |
| KIMBERLY PETERSON | CHIEF FINANCIAL OFFICER | 40 | $176,951 | $0 | $16,771 | $193,722 | 1 |
| AARON PALMER | CHIEF LENDING OFFICER | 40 | $175,415 | $0 | $18,082 | $193,497 | 1 |
| CANDICE MILLS | SENIOR FINANCIAL ADVISOR | 40 | $157,116 | $0 | $18,749 | $175,865 | 1 |
| JERROD KELLER | CHIEF SALES OFFICER | 40 | $143,738 | $0 | $14,460 | $158,198 | 3 |
| DAVID HOFFERT | FINANCIAL ADVISOR | 40 | $136,645 | $0 | $17,623 | $154,268 | 1 |
| PATRICE KRUGER | AVP/BRANCH DELIVERY | 40 | $134,570 | $0 | $16,626 | $151,196 | 1 |
| RHODETTA SEWARD | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| GAYLA GJERTSEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM MARTIN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| RON HASTIE | DIRECTOR AT LARGE | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT HORNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK NEARY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DALE TOSLAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 17 people listed · 9 paid, $2.6M · 452 employees · 37 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | CEO/PRESIDENT/TREASURER | 40 | $869,466 | $0 | $85,272 | $954,738 | 2 |
| SCOTT DAUKAS | VP CHIEF OPERATIONS OFFICER | 40 | $163,176 | $0 | $132,989 | $296,165 | 1 |
| MARY BETH SPUCK | VP CHIEF ADMINSTRATIVE OFFICER | 40 | $143,972 | $0 | $136,737 | $280,709 | 1 |
| MATTHEW DEVLIN | VP CHIEF MARKETING OFFICER | 40 | $144,307 | $0 | $53,101 | $197,408 | 1 |
| CHRISTOPHER PETTIT | BRANCH MORTGAGE LOAN OFFICER | 40 | $179,619 | $0 | $16,240 | $195,859 | 1 |
| CANDICE MILLS | SENIOR FINANCIAL ADVISOR | 40 | $177,444 | $0 | $17,679 | $195,123 | 1 |
| REBECCA BREEN | VP CHIEF RETAIL OFFICER | 40 | $152,911 | $0 | $30,639 | $183,550 | 1 |
| DAVID HOFFERT | FINANCIAL ADVISOR | 40 | $145,460 | $0 | $17,934 | $163,394 | 1 |
| KIMBERLY PETERSON | VP CHIEF FINANCIAL OFFICER | 40 | $146,776 | $0 | $15,840 | $162,616 | 1 |
| SCOTT HORNER | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GAYLA GJERTSEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RHODETTA SEWARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| RON HASTIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PARR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANNE SANFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM MARTIN | DIRECTOR AT LARGE | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 17 people listed · 9 paid, $1.6M · 412 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEFF KENNEDY | PRESIDENT | 40 | $342,285 | $0 | $27,663 | $369,948 | 2 |
| SCOTT DAUKAS | VP CHIEF OP OFFICER | 40 | $150,881 | $0 | $24,860 | $175,741 | 1 |
| REBECCA BREEN | VP CHIEF RETAIL OFFICER | 40 | $140,785 | $0 | $29,568 | $170,353 | 1 |
| JOHN JOHNSON | SVP/CUSOS & TECHNOLOGY | 40 | $151,213 | $0 | $6,285 | $157,498 | 1 |
| MARY BETH SPUCK | VP CHIEF ADMINSTRATIVE OFF | 40 | $130,427 | $0 | $23,169 | $153,596 | 1 |
| CANDICE MILLS | SENIOR FINANCIAL ADVISOR | 40 | $133,362 | $0 | $16,388 | $149,750 | 1 |
| MATTHEW DEVLIN | VP MARKETING/BUSINESS DEVE | 40 | $133,825 | $0 | $15,287 | $149,112 | 1 |
| ELKAN WOLLENBERG | VP/CHIEF TECHNOLOGY OFFICER | 40 | $124,883 | $0 | $14,754 | $139,637 | 1 |
| KIMBERLY PETERSON | VP CHIEF FINANCIAL OFFICER | 40 | $120,121 | $0 | $14,504 | $134,625 | 1 |
| SCOTT HORNER | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GAYLA GJERTSEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RHODETTA SEWARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| RON HASTIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DONNA FELICIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PARR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANNE SANFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM MARTIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 21 people listed · 12 paid, $8.0M · 399 employees · 39 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARSHALL ELLISON | CEO | 40 | $5,077,273 | $0 | $21,572 | $5,098,845 | 1 |
| JOHN JOHNSON | SVP/CUSOS & TECHNOLOGY | 40 | $694,070 | $0 | $24,700 | $718,770 | 1 |
| BECKY BREEN | VP CHIEF RETAIL OFFICER | 40 | $383,687 | $0 | $36,463 | $420,150 | 1 |
| JAN SUESS | VP ADMIN SUPPORT SERVICES | 40 | $377,482 | $0 | $32,551 | $410,033 | 1 |
| JEFF KENNEDY | PRESIDENT/CEO/TREASURER | 40 | $279,866 | $0 | $47,601 | $327,467 | 2 |
| JOLEE ROBERTS | MORTGAGE LOAN OFFICER | 40 | $215,042 | $0 | $20,476 | $235,518 | 1 |
| SCOTT DAUKAS | VP CHIEF OP OFFICER | 40 | $142,573 | $0 | $51,844 | $194,417 | 1 |
| MATT DEVLIN | VP MARKETING/BUSINESS DEVELOPMENT | 40 | $128,437 | $0 | $44,205 | $172,642 | 1 |
| MARK HEGG | MORTGAGE LOAN MANAGER | 40 | $130,824 | $0 | $15,465 | $146,289 | 1 |
| MARY SPUCK | VP CHIEF ADMINSTRATIVE OFFICER | 40 | $123,098 | $0 | $22,908 | $146,006 | 1 |
| KIMBERLY PETERSON | VP CHIEF FINANCIAL OFFICER | 40 | $94,994 | $0 | $12,856 | $107,850 | 1 |
| DAVID RECENIELLO | CFO (TERM JAN 2012) | 40 | $3,129 | $0 | $785 | $3,914 | 1 |
| SCOTT HORNER | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GAYLA GJERTSEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RHODETTA SEWARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| RON HASTIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIK KUPKA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PARR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANNE SANFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE VENABLES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM MARTIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 17 people listed · 9 paid, $2.0M · 370 employees · 42 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARSHALL ELLISON | TREASURER/CEO | 40 | $471,498 | $0 | $21,699 | $493,197 | 1 |
| DAVID RECENIELLO | VP OF FINANCE/CFO | 40 | $405,440 | $0 | $21,744 | $427,184 | 1 |
| JEFF KENNEDY | PRESIDENT | 40 | $204,912 | $0 | $19,556 | $224,468 | 2 |
| JOHN JOHNSON | SVP/CUSOS & TECHNOLOGY | 40 | $201,657 | $0 | $19,274 | $220,931 | 1 |
| BECKY BREEN | VP OF SALES & DELIVERY | 40 | $129,935 | $0 | $15,447 | $145,382 | 1 |
| JAN SUESS | VP ADMIN SUPPORT SERVICES | 40 | $125,525 | $0 | $14,948 | $140,473 | 1 |
| SCOTT DAUKAS | VP/CHIEF OP OFFICER | 40 | $124,433 | $0 | $14,824 | $139,257 | 1 |
| MATT DEVLIN | VP MARKETING/STRATEGIC PLANNING | 40 | $122,768 | $0 | $14,333 | $137,101 | 1 |
| MARY SPUCK | VP ORG DEVELOPMENT | 40 | $106,271 | $0 | $13,744 | $120,015 | 1 |
| SCOTT HORNER | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GAYLA GJERTSEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RHODETTA SEWARD | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| RON HASTIE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIK KUPKA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PARR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANNE SANFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE VENABLES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 17 people listed · 9 paid, $1.7M · 363 employees · 38 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARSHALL ELLISON | TREASURER/PRESIDENT/CEO | 40 | $454,664 | $0 | $21,749 | $476,413 | 1 |
| JOHN JOHNSON | SVP/CUSOS & TECHNOLOGY | 40 | $200,183 | $0 | $17,764 | $217,947 | 1 |
| JEFF KENNEDY | COO/SVP OPERATIONS | 40 | $184,467 | $0 | $17,709 | $202,176 | 2 |
| DAVID RECENIELLO | VP OF FINANCE/CFO | 40 | $151,074 | $0 | $15,731 | $166,805 | 1 |
| JAN SUESS | VP ADMIN SUPPORT SERVICES | 40 | $123,162 | $0 | $14,071 | $137,233 | 1 |
| BECKY BREEN | VP OF SALES & DELIVERY | 40 | $123,608 | $0 | $10,981 | $134,589 | 1 |
| JIM MCCARTHY | VP STRATEGIC PLANNING | 40 | $113,397 | $0 | $12,933 | $126,330 | 1 |
| CONNIE MCGLONE | VP SOUTHWEST DIVISION | 40 | $111,557 | $0 | $13,501 | $125,058 | 1 |
| MATT DEVLIN | VP MARKETING | 40 | $112,250 | $0 | $11,933 | $124,183 | 1 |
| RON HASTIE | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| RHODETTA SEWARD | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| SCOTT HORNER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIK KUPKA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GAYLA GJERTSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN PARR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANNE SANFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVE VENABLES | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $14.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV | BROOKFIELD, WI | FINANCIAL SERVICES TECHNOLOGY | $6,045,404 |
| NARMI INC | NEW YORK, NY | ELECTRONIC BANKING SERVICES | $3,030,140 |
| Q2 SOFTWARE INC | DALLAS, TX | ELECTRONIC BANKING SERVICES | $2,442,671 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | FINANCIAL SERVICES TECHNOLOGY | $1,829,667 |
| UPSTART NETWORK INC | SAN MATEO, CA | LOAN SERVICES | $1,497,828 |
2023 · 5 contractors · $8.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV | DALLAS, TX | FINANCIAL TECHNOLOGY SERVICES | $3,107,631 |
| NARMI INC | NEW YORK, NY | ONLINE BANKING SERVICES | $2,319,425 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $1,035,742 |
| Q2 SOFTWARE INC | DALLAS, TX | ELECTRONIC BANKING SERVICES | $795,180 |
| ALM FIRST GROUP LLC | DALLAS, TX | ASSET AND LIABILITY MANAGEMENT SERVICES | $739,429 |
2022 · 5 contractors · $5.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| NARMI INC | NEW YORK, NY | ONLINE BANKING SERVICES | $2,865,647 |
| CU DEALER DIRECT | OLYMPIA, WA | INDIRECT LENDING SERVICES | $668,105 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $635,532 |
| DIEBOLD | PITTSBURGH, PA | EQUIPMENT REPAIRS/MAINTENANCE | $479,134 |
| LENDING SOLUTIONS INCORPORATED | ELGIN, IL | LENDING/UNDERWRITING SERVICES | $440,769 |
2021 · 5 contractors · $5.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Q2 SOFTWARE INC | DALLAS, TX | ONLINE BANKING & SOFTWARE SUPPORT | $2,059,522 |
| NARMI INC | NEW YORK, NY | ONLINE BANKING & SOFTWARE SUPPORT | $1,086,239 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $795,053 |
| RAPID TECHNOLOGIES INC | LONE TREE, CO | IT LICENSES/SAAS SERVICE | $699,406 |
| DIEBOLD | PITTSBURGH, PA | EQUIPMENT REPAIRS/MAINTENANCE | $510,387 |
2020 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| Q2 SOFTWARE INC | DALLAS, TX | ONLINE BANKING | $1,846,295 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $629,075 |
| TRISERV APPRAISAL MGT SOLUTIONS | ROSEWELL, GA | APPRAISAL SERVICES | $472,910 |
| MICROSOFT CORPORATION | DALLAS, TX | ERM SERVICES | $422,459 |
| KASASA LTD | LUBBOCK, TX | BANKING LICENSE SERVICES | $413,437 |
2019 · 5 contractors · $5.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| Q2 SOFTWARE INC | DALLAS, TX | ONLINE BANKING | $1,771,634 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $1,154,152 |
| MERIT CONSTURCTION NORTHWEST | LAKEWOOD, WA | CONSTRUCTION | $803,031 |
| DIEBOLD | PITTSBURGH, PA | REPAIRS AND MAINTENANCE | $711,994 |
| EXPERIAN | LOS ANGELES, CA | CREDIT REPORTING | $675,422 |
2018 · 5 contractors · $7.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| MERIT CONSTURCTION NORTHWEST | LAKEWOOD, WA | CONSTRUCTION | $4,081,769 |
| Q2 SOFTWARE INC | DALLAS, TX | ONLINE BANKING | $1,621,109 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $480,597 |
| CENTURYLINK-52187 | PHOENIX, AZ | TELECOMMUNICATIONS | $438,017 |
| KASASA LTD | LUBBOCK, TX | BANKING LICENSE SERVICES | $416,143 |
2017 · 5 contractors · $5.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| MOMENTUM INC | SEATTLE, WA | BUILDING DESIGN & CONSTRUCTION | $2,715,950 |
| Q2 SOFTWARE INC | DALLAS, TX | ONLINE BANKING SERVICES | $1,633,069 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $500,520 |
| CENTURYLINK | PHOENIX, AZ | TELECOMMUNICATION SERVICES | $457,663 |
| LENDING SOLUTIONS INCORPORATED | ELGIN, IL | LENDING SERVICES | $423,537 |
2016 · 5 contractors · $5.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| MOMENTUM INC | SEATTLE, WA | BUILDING DESIGN & CONSTRUCTION | $1,754,226 |
| Q2 SOFTWARE INC | DALLAS, TX | ONLINE BANKING SERVICES | $1,389,754 |
| STRATEGIC RESOURCE MANAGEMENT | MEMPHIS, TN | CONTRACT NEGOTIATION | $682,500 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $633,896 |
| CENTURYLINK - 52187 | PHOENIX, AZ | TELECOMMUNICATION SERVICES | $504,355 |
2015 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Q2 SOFTWARE INC | DALLAS, TX | ONLINE BANKING SERVICES | $779,434 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $469,500 |
| BANCVUE LTD | AUSTIN, TX | BANKING LICENSE SERVICES | $356,500 |
| SWBC | SAN ANTONIO, TX | COLLECTION SERVICES | $279,394 |
| TRISERV APPRAISAL MANAGEMENT SOLUTIONS | ROSWELL, GA | APPRAISAL SERVICES | $275,620 |
2014 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| MOMENTUM INC | SEATTLE, WA | CONSTRUCTION SERVICES | $546,118 |
| DIAMOND MARKETING SOLUTIONS GROUP INC | CHICAGO, IL | PRINTING/MAIL SERVICES | $469,805 |
| DIEBOLD | PITTSBURGH, PA | ATM MAINT SERVICE | $399,637 |
| BANCVUE LTD | AUSTIN, TX | BANKING LICENSE SERVICES | $359,287 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | SOFTWARE MAINTENANCE/CONSULTING | $351,215 |
2013 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CUSTOM INC | DATA PROCESSING, COURIER | $498,827 | |
| CENTURY LINK | DATA/PHONE SERVICES | $470,760 | |
| JACK HENRY & ASSOCIATES | SOFTWARE MAINTENANCE/CONSULTING | $424,448 | |
| DIAMOND MARKETING SOLUTIONS GROUP | PRINTING/MAIL SERVICES | $398,105 | |
| MOMENTUM INC | CONSTRUCTION SERVICES | $366,303 |
2012 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CUSTOM INC | TUMWATER, WA | DATA PROCESSING, COURIER | $1,657,201 |
| DIEBOLD INCORPORATED | PITTSBURGH, PA | ATM MAINTENANCE. ALARM MONITORING | $823,888 |
| SETTLEMENT ONE | SAN DIEGO, CA | APPRAISAL SERVICES | $544,364 |
| DANIELS-BROWN COMMUNICATIONS | OLYMPIA, WA | ADVERTISING/CREATIVE SERVICES | $302,945 |
| BANCVUE LTD | AUSTIN, TX | CHECKING PROGRAM MAINTENANCE | $288,000 |
2011 · 5 contractors · $4.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CUSTOM INC | TUMWATER, WA | DATA PROCESSING, COURIER | $1,490,164 |
| PARAGON CONSULTING GROUP | OLYMPIA, WA | ADMINISTRATIVE SERVICES | $985,364 |
| DIEBOLD INCORPORATED | PITTSBURGH, PA | ATM MAINTENANCE. ALARM MONITORING | $678,756 |
| BANCVUE LTD | AUSTIN, TX | CHECKING PROGRAM MAINTENANCE | $444,855 |
| GROUP HEALTH COOPERATIVE | SEATTLE, WA | HEALTCARE PROVIDERS | $430,675 |
2010 · 5 contractors · $3.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| CUSTOM INC | TUMWATER, WA | DATA PROCESSING, COURIER | $1,472,924 |
| FULCRUM CONSULTING LLC | OLUMPIA, WA | ADMINISTRATIVE SERVICES | $647,877 |
| MOMENTUM INC | SEATTLE, WA | CONSTRUCTION SERVICES | $499,688 |
| SETTLEMENT ONE | SAN DIEGO, CA | APPRAISAL SERVICES | $471,210 |
| DIEBOLD | PITTSBURGH, PA | ATM MAINTENANCE, ALARM MONITORING | $369,083 |
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 · 21 grants to organizations · $622K
Listed grants add up to $622,477; the return's “grants paid” expense line says $1,657,467. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 32 grants to organizations · $808K
Listed grants add up to $807,850; the return's “grants paid” expense line says $1,152,325. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 21 grants to organizations · $567K
Listed grants add up to $567,267; the return's “grants paid” expense line says $839,085. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 11 grants to organizations · $268K
Listed grants add up to $267,900; the return's “grants paid” expense line says $357,608. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 9 grants to organizations · $271K
Listed grants add up to $271,431; the return's “grants paid” expense line says $410,310. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 12 grants to organizations · $362K
Listed grants add up to $362,250; the return's “grants paid” expense line says $506,900. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 11 grants to organizations · $232K
Listed grants add up to $231,733; the return's “grants paid” expense line says $449,800. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 14 grants to organizations · $249K
Listed grants add up to $248,665; the return's “grants paid” expense line says $417,817. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 7 grants to organizations · $159K
Listed grants add up to $158,670; the return's “grants paid” expense line says $272,369. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 4 grants to organizations · $103K
Listed grants add up to $103,190; the return's “grants paid” expense line says $218,554. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 4 grants to organizations · $64K
Listed grants add up to $63,500; the return's “grants paid” expense line says $180,993. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 1 grant to organizations · $6K
Listed grants add up to $6,000; the return's “grants paid” expense line says $120,317. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $318,637,000 | $292,369,538 | $4,269,782,992 | $413,803,028 | $0 | $297,205,766 | $17,465,827 | 984 | 21 |
| 2023 · Form 990 | ||||||||
| $237,650,989 | $205,361,196 | $4,200,889,028 | $386,399,963 | $0 | $216,211,648 | $5,206,610 | 923 | 13 |
| 2022 · Form 990 | ||||||||
| $119,511,993 | $93,765,436 | $2,252,123,510 | $160,195,432 | $0 | $111,119,422 | $3,172,802 | 553 | 14 |
| 2021 · Form 990 | ||||||||
| $102,241,429 | $83,435,805 | $2,172,440,238 | $186,589,951 | $0 | $96,805,218 | $4,415,482 | 515 | 13 |
| 2020 · Form 990 | ||||||||
| $104,901,205 | $91,268,769 | $1,846,725,050 | $174,666,912 | $0 | $100,877,818 | $4,660,970 | 498 | 16 |
| 2019 · Form 990 | ||||||||
| $101,789,023 | $83,248,853 | $1,453,256,981 | $160,288,961 | $0 | $95,886,368 | $4,643,760 | 508 | 24 |
| 2018 · Form 990 | ||||||||
| $92,302,486 | $75,591,890 | $1,361,270,011 | $140,778,330 | $0 | $89,770,730 | $3,787,602 | 468 | 35 |
| 2017 · Form 990 | ||||||||
| $80,099,610 | $69,345,144 | $1,258,857,898 | $124,256,964 | $0 | $76,850,676 | $3,663,272 | 437 | 35 |
| 2016 · Form 990 | ||||||||
| $73,628,318 | $64,994,992 | $1,167,403,727 | $113,267,817 | $0 | $70,477,605 | $3,139,211 | 427 | 34 |
| 2015 · Form 990 | ||||||||
| $69,232,398 | $61,224,103 | $1,048,463,368 | $104,661,977 | $0 | $66,638,195 | $2,550,396 | 437 | 35 |
| 2014 · Form 990 | ||||||||
| $60,954,429 | $52,281,458 | $924,770,776 | $96,360,467 | $0 | $57,835,140 | $1,606,024 | 452 | 37 |
| 2013 · Form 990 | ||||||||
| $60,911,621 | $52,699,111 | $880,814,196 | $84,521,651 | $0 | $55,910,154 | $851,763 | 412 | 40 |
| 2012 · Form 990 | ||||||||
| $62,257,365 | $56,631,678 | $831,339,299 | $81,311,192 | $0 | $55,936,057 | $7,087,028 | 399 | 39 |
| 2011 · Form 990 | ||||||||
| $61,201,642 | $54,816,227 | $781,351,687 | $75,715,357 | $0 | $54,629,743 | $1,365,781 | 370 | 42 |
| 2010 · Form 990 | ||||||||
| $58,866,547 | $57,510,987 | $722,787,853 | $67,605,547 | $0 | $52,329,065 | $1,063,341 | 363 | 38 |
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.
- Northwest Community Credit Union Eugene, OR · 14 people in common (Alan Pitcher, Barbara Blackmore, Brad Anderson)
- EUGENE CHAMBER OF COMMERCE Eugene, OR · 4 people in common (Darcy Phillips, John Iglesias, Jon Ruiz)
- PEAKCU FOUNDATION Olympia, WA · 2 people in common (Jeff Kennedy, Laurie Kresl) · related organization (Schedule R)
- METROPOLITAN AFFORDABLE HOUSING CORPORATION Eugene, OR · 1 person in common (Darcy Phillips)
- UNITED WAY OF LANE COUNTY Springfield, OR · 1 person in common (Jon Ruiz)
- BOY SCOUTS OF AMERICA Eugene, OR · 1 person in common (Jon Ruiz)
- GREATER EUGENE INC Eugene, OR · 1 person in common (Jon Ruiz)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| 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, same state |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $331,681,189 | $296,787,273 | PRESIDENT/CEO | $2,742,972 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $178,242,646 | $163,923,839 | PRESIDENT/CEO | $2,397,268 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Z99 | $171,173,971 | $139,582,450 | SR VP/CEO (THRU 7/24) | $1,094,737 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $503,959,465 | $388,166,858 | PRESIDENT/CEO | $2,321,537 | 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 IN THE STATE OF CALIFORNIA | CA | Not reported | $167,593,351 | $145,762,099 | CEO | $1,797,353 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $409,807,996 | $376,148,161 | PRESIDENT/CEO | $2,891,776 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $364,119,242 | $350,538,558 | PRESIDENT/CEO | $2,757,486 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO | CO | Not reported | $496,693,327 | $444,339,363 | PRESIDENT/CEO/DIRECTOR | $1,651,174 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $231,318,640 | $195,685,755 | PRESIDENT/CEO | $940,147 | Similar name, revenue within 2x |
| 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 |
| 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 | $270,939,748 | $228,057,335 | Financial Consultant | $1,558,279 | 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 COLORADO | CO | Not reported | $594,695,379 | $525,410,231 | PRESIDENT/CEO | $1,895,916 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO | CO | Not reported | $216,356,677 | $181,994,947 | PRESIDENT/CEO | $3,569,553 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $168,769,942 | $156,314,785 | PRESIDENT/CEO | $1,149,506 | 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 5x, same state |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $72,021,440 | $58,591,167 | CEO | $904,578 | Similar name, revenue within 5x, same state |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $116,805,788 | $112,911,982 | CEO | $952,508 | Similar name, revenue within 5x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $79,305,678 | $78,159,129 | CEO | $610,493 | Similar name, revenue within 5x |
| 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 5x |
| CREDIT UNIONS IN STATE OF ARIZONA | AZ | Not reported | $103,382,982 | $91,965,895 | CEO/PRESIDENT | $867,105 | Similar name, revenue within 5x |
| CREDIT UNIONS IN THE STATE OF NEW MEXICO | NM | Not reported | $70,788,124 | $64,189,273 | PRESIDENT/CEO | $711,314 | Similar name, revenue within 5x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| 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 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | DAF sponsor | $17,575 | 1 | 1 | 2013–2013 | CREDIT UNIONS IN THE STATE OF CALIFORNIA |
| AMERICAN BAPTIST FOUNDATION | DAF sponsor | $15,536 | 1 | 1 | 2017–2017 | CREDIT UNIONS IN THE STATE OF CALIFORNIA |
| DESIGN FORWARD ALLIANCE | DAF sponsor | $8,000 | 1 | 1 | 2024–2024 | CREDIT UNIONS IN THE STATE OF |
| EDWARD CHARLES FOUNDATION | DAF sponsor | $6,464 | 1 | 1 | 2024–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO |
| 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 · $292,369,538 spent · pay $106,289,853 · grants $1,657,467 · events $807,535
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $65,709,865 | - | - | - | 22.5% | |
| Benefits paid to members | $59,677,766 | - | - | - | 20.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $36,654,875 | - | - | - | 12.5% |
| Other (as described) | MEMBER SERVICES | $21,052,343 | - | - | - | 7.2% |
| Pay: officers, directors, trustees, key employees | $17,465,827 | - | - | - | 6.0% | |
| Interest | $13,241,330 | - | - | - | 4.5% | |
| Information technology | $12,204,763 | - | - | - | 4.2% | |
| Other employee benefits | $11,737,947 | - | - | - | 4.0% | |
| Fees: other services | $7,060,317 | - | - | - | 2.4% | |
| Depreciation and depletion | $6,880,215 | - | - | - | 2.4% | |
| Payroll taxes | $6,624,164 | - | - | - | 2.3% | |
| Other (as described) | LOAN SERVICING EXPENSES | $5,535,825 | - | - | - | 1.9% |
| Occupancy | $5,487,025 | - | - | - | 1.9% | |
| Pension plan contributions | $4,752,050 | - | - | - | 1.6% | |
| Other (as described) | OTHER EXPENSES | $4,502,257 | - | - | - | 1.5% |
| Office expenses | $4,337,102 | - | - | - | 1.5% | |
| Payments to affiliates | $2,642,723 | - | - | - | 0.9% | |
| Travel | $1,619,799 | - | - | - | 0.6% | |
| Grants to US organizations and governments | $1,579,867 | - | - | - | 0.5% | |
| Advertising and promotion | $1,051,352 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $807,535 | - | - | - | 0.3% | |
| Insurance | $761,270 | - | - | - | 0.3% | |
| Fees: legal | $388,731 | - | - | - | 0.1% | |
| Fees: accounting | $336,654 | - | - | - | 0.1% | |
| All other expenses | $180,336 | - | - | - | 0.1% | |
| Grants to US individuals | $77,600 | - | - | - | 0.0% | |
| Total | $292,369,538 | 100% |
2023 · Form 990 · $205,361,196 spent · pay $69,692,412 · grants $1,152,325 · events $690,995
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $49,253,113 | - | - | - | 24.0% | |
| Benefits paid to members | $38,251,035 | - | - | - | 18.6% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $27,668,733 | - | - | - | 13.5% |
| Other (as described) | MEMBER SERVICES | $13,105,472 | - | - | - | 6.4% |
| Interest | $12,630,773 | - | - | - | 6.2% | |
| Information technology | $9,697,471 | - | - | - | 4.7% | |
| Other employee benefits | $7,338,233 | - | - | - | 3.6% | |
| Depreciation and depletion | $5,247,006 | - | - | - | 2.6% | |
| Pay: officers, directors, trustees, key employees | $5,206,610 | - | - | - | 2.5% | |
| Other (as described) | LOAN SERVICING EXPENSES | $4,969,710 | - | - | - | 2.4% |
| Other (as described) | OTHER EXPENSES | $4,839,340 | - | - | - | 2.4% |
| Payroll taxes | $4,481,714 | - | - | - | 2.2% | |
| Office expenses | $4,397,024 | - | - | - | 2.1% | |
| Occupancy | $4,341,711 | - | - | - | 2.1% | |
| Pension plan contributions | $3,412,742 | - | - | - | 1.7% | |
| Fees: other services | $3,019,923 | - | - | - | 1.5% | |
| Advertising and promotion | $1,644,220 | - | - | - | 0.8% | |
| Fees: legal | $1,512,812 | - | - | - | 0.7% | |
| Grants to US organizations and governments | $1,099,375 | - | - | - | 0.5% | |
| Travel | $973,747 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $690,995 | - | - | - | 0.3% | |
| Payments to affiliates | $557,187 | - | - | - | 0.3% | |
| Insurance | $541,185 | - | - | - | 0.3% | |
| Fees: accounting | $381,626 | - | - | - | 0.2% | |
| Grants to US individuals | $52,950 | - | - | - | 0.0% | |
| All other expenses | $36,489 | - | - | - | 0.0% | |
| Fees: lobbying | $10,000 | - | - | - | 0.0% | |
| Total | $205,361,196 | 100% |
2022 · Form 990 · $93,765,436 spent · pay $44,833,120 · grants $839,085 · events $569,925
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $31,479,783 | - | - | - | 33.6% | |
| Other (as described) | MEMBER SERVICES | $10,699,183 | - | - | - | 11.4% |
| Other (as described) | PROVISION FOR LOAN LOSS | $6,684,500 | - | - | - | 7.1% |
| Information technology | $5,260,442 | - | - | - | 5.6% | |
| Benefits paid to members | $5,210,449 | - | - | - | 5.6% | |
| Other (as described) | LOAN SERVICING EXPENSES | $4,795,947 | - | - | - | 5.1% |
| Other employee benefits | $4,319,707 | - | - | - | 4.6% | |
| Depreciation and depletion | $4,020,789 | - | - | - | 4.3% | |
| Pay: officers, directors, trustees, key employees | $3,172,802 | - | - | - | 3.4% | |
| Pension plan contributions | $3,041,950 | - | - | - | 3.2% | |
| Occupancy | $2,834,020 | - | - | - | 3.0% | |
| Payroll taxes | $2,818,878 | - | - | - | 3.0% | |
| Office expenses | $2,471,071 | - | - | - | 2.6% | |
| Fees: other services | $1,777,866 | - | - | - | 1.9% | |
| Interest | $1,154,985 | - | - | - | 1.2% | |
| Grants to US organizations and governments | $818,035 | - | - | - | 0.9% | |
| Advertising and promotion | $654,594 | - | - | - | 0.7% | |
| Conferences, conventions and meetings | $569,925 | - | - | - | 0.6% | |
| Payments to affiliates | $507,655 | - | - | - | 0.5% | |
| Other (as described) | OTHER EXPENSES | $456,253 | - | - | - | 0.5% |
| Insurance | $377,034 | - | - | - | 0.4% | |
| Travel | $246,934 | - | - | - | 0.3% | |
| Fees: accounting | $151,863 | - | - | - | 0.2% | |
| Fees: legal | $144,415 | - | - | - | 0.2% | |
| All other expenses | $43,154 | - | - | - | 0.0% | |
| Fees: lobbying | $32,152 | - | - | - | 0.0% | |
| Grants to US individuals | $21,050 | - | - | - | 0.0% | |
| Total | $93,765,436 | 100% |
2021 · Form 990 · $83,435,805 spent · pay $43,547,487 · grants $357,608 · events $211,376
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $30,247,685 | - | - | - | 36.3% | |
| Other (as described) | MEMBER SERVICES | $10,661,581 | - | - | - | 12.8% |
| Other (as described) | LOAN SERVICING EXPENSES | $5,304,204 | - | - | - | 6.4% |
| Information technology | $4,988,824 | - | - | - | 6.0% | |
| Other employee benefits | $4,783,732 | - | - | - | 5.7% | |
| Benefits paid to members | $4,473,327 | - | - | - | 5.4% | |
| Pay: officers, directors, trustees, key employees | $4,415,482 | - | - | - | 5.3% | |
| Depreciation and depletion | $3,830,848 | - | - | - | 4.6% | |
| Occupancy | $2,704,164 | - | - | - | 3.2% | |
| Payroll taxes | $2,659,535 | - | - | - | 3.2% | |
| Office expenses | $2,553,219 | - | - | - | 3.1% | |
| Fees: other services | $1,816,845 | - | - | - | 2.2% | |
| Pension plan contributions | $1,441,053 | - | - | - | 1.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $650,000 | - | - | - | 0.8% |
| Advertising and promotion | $551,189 | - | - | - | 0.7% | |
| Payments to affiliates | $516,490 | - | - | - | 0.6% | |
| Other (as described) | OTHER EXPENSES | $365,597 | - | - | - | 0.4% |
| Grants to US organizations and governments | $357,008 | - | - | - | 0.4% | |
| Insurance | $356,592 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $211,376 | - | - | - | 0.3% | |
| All other expenses | $162,556 | - | - | - | 0.2% | |
| Fees: legal | $145,082 | - | - | - | 0.2% | |
| Fees: accounting | $137,343 | - | - | - | 0.2% | |
| Travel | $71,938 | - | - | - | 0.1% | |
| Fees: lobbying | $29,534 | - | - | - | 0.0% | |
| Grants to US individuals | $600 | - | - | - | 0.0% | |
| Interest | $1 | - | - | - | 0.0% | |
| Total | $83,435,805 | 100% |
2020 · Form 990 · $91,268,769 spent · pay $40,236,006 · grants $410,310 · events $280,861
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $28,257,683 | - | - | - | 31.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $11,625,000 | - | - | - | 12.7% |
| Other (as described) | MEMBER SERVICES | $9,569,160 | - | - | - | 10.5% |
| Benefits paid to members | $7,047,586 | - | - | - | 7.7% | |
| Other (as described) | LOAN SERVICING EXPENSES | $5,746,352 | - | - | - | 6.3% |
| Pay: officers, directors, trustees, key employees | $4,660,970 | - | - | - | 5.1% | |
| Information technology | $3,668,633 | - | - | - | 4.0% | |
| Depreciation and depletion | $3,568,194 | - | - | - | 3.9% | |
| Other employee benefits | $3,544,994 | - | - | - | 3.9% | |
| Payroll taxes | $2,522,735 | - | - | - | 2.8% | |
| Occupancy | $2,521,692 | - | - | - | 2.8% | |
| Office expenses | $2,379,315 | - | - | - | 2.6% | |
| Fees: other services | $1,567,163 | - | - | - | 1.7% | |
| Pension plan contributions | $1,249,624 | - | - | - | 1.4% | |
| Advertising and promotion | $661,554 | - | - | - | 0.7% | |
| Payments to affiliates | $513,981 | - | - | - | 0.6% | |
| Other (as described) | EMPLOYEE TRAINING | $417,069 | - | - | - | 0.5% |
| Grants to US organizations and governments | $409,710 | - | - | - | 0.4% | |
| Insurance | $307,127 | - | - | - | 0.3% | |
| All other expenses | $285,946 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $280,861 | - | - | - | 0.3% | |
| Travel | $186,267 | - | - | - | 0.2% | |
| Fees: accounting | $138,782 | - | - | - | 0.2% | |
| Fees: legal | $113,971 | - | - | - | 0.1% | |
| Fees: lobbying | $23,434 | - | - | - | 0.0% | |
| Grants to US individuals | $600 | - | - | - | 0.0% | |
| Interest | $366 | - | - | - | 0.0% | |
| Total | $91,268,769 | 100% |
2019 · Form 990 · $83,248,853 spent · pay $37,035,177 · grants $506,900 · events $369,601
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $24,275,586 | - | - | - | 29.2% | |
| Other (as described) | MEMBER SERVICES | $9,377,455 | - | - | - | 11.3% |
| Benefits paid to members | $8,155,999 | - | - | - | 9.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $7,320,000 | - | - | - | 8.8% |
| Other (as described) | LOAN SERVICING EXPENSES | $4,805,055 | - | - | - | 5.8% |
| Pay: officers, directors, trustees, key employees | $4,643,760 | - | - | - | 5.6% | |
| Other employee benefits | $4,057,857 | - | - | - | 4.9% | |
| Depreciation and depletion | $3,253,177 | - | - | - | 3.9% | |
| Information technology | $2,791,623 | - | - | - | 3.4% | |
| Office expenses | $2,299,549 | - | - | - | 2.8% | |
| Occupancy | $2,289,286 | - | - | - | 2.7% | |
| Payroll taxes | $2,194,120 | - | - | - | 2.6% | |
| Pension plan contributions | $1,863,854 | - | - | - | 2.2% | |
| Fees: other services | $1,639,766 | - | - | - | 2.0% | |
| Advertising and promotion | $810,475 | - | - | - | 1.0% | |
| Grants to US organizations and governments | $506,300 | - | - | - | 0.6% | |
| Payments to affiliates | $491,144 | - | - | - | 0.6% | |
| Travel | $463,482 | - | - | - | 0.6% | |
| Other (as described) | EMPLOYEE TRAINING | $405,267 | - | - | - | 0.5% |
| All other expenses | $373,486 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $369,601 | - | - | - | 0.4% | |
| Fees: accounting | $301,621 | - | - | - | 0.4% | |
| Insurance | $265,592 | - | - | - | 0.3% | |
| Interest | $229,564 | - | - | - | 0.3% | |
| Fees: legal | $64,634 | - | - | - | 0.1% | |
| Grants to US individuals | $600 | - | - | - | 0.0% | |
| Total | $83,248,853 | 100% |
2018 · Form 990 · $75,591,890 spent · pay $32,403,008 · grants $449,800 · events $419,188
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $21,849,423 | - | - | - | 28.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $9,625,000 | - | - | - | 12.7% |
| Other (as described) | MEMBER SERVICES | $8,536,046 | - | - | - | 11.3% |
| Other (as described) | LOAN SERVICING EXPENSES | $5,043,936 | - | - | - | 6.7% |
| Benefits paid to members | $4,115,157 | - | - | - | 5.4% | |
| Pay: officers, directors, trustees, key employees | $3,787,602 | - | - | - | 5.0% | |
| Other employee benefits | $3,484,779 | - | - | - | 4.6% | |
| Depreciation and depletion | $3,136,902 | - | - | - | 4.1% | |
| Office expenses | $2,817,873 | - | - | - | 3.7% | |
| Information technology | $2,672,077 | - | - | - | 3.5% | |
| Occupancy | $2,105,061 | - | - | - | 2.8% | |
| Payroll taxes | $1,927,518 | - | - | - | 2.5% | |
| Pension plan contributions | $1,353,686 | - | - | - | 1.8% | |
| Advertising and promotion | $1,133,376 | - | - | - | 1.5% | |
| Fees: other services | $972,882 | - | - | - | 1.3% | |
| Interest | $654,948 | - | - | - | 0.9% | |
| Grants to US organizations and governments | $449,200 | - | - | - | 0.6% | |
| Travel | $447,091 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $419,188 | - | - | - | 0.6% | |
| Other (as described) | EMPLOYEE TRAINING | $290,167 | - | - | - | 0.4% |
| All other expenses | $269,198 | - | - | - | 0.4% | |
| Insurance | $253,807 | - | - | - | 0.3% | |
| Fees: accounting | $214,621 | - | - | - | 0.3% | |
| Fees: legal | $31,752 | - | - | - | 0.0% | |
| Grants to US individuals | $600 | - | - | - | 0.0% | |
| Total | $75,591,890 | 100% |
2017 · Form 990 · $69,345,144 spent · pay $30,826,544 · grants $417,817 · events $575,304
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $20,693,692 | - | - | - | 29.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $8,426,249 | - | - | - | 12.2% |
| Other (as described) | MEMBER SERVICES | $7,862,990 | - | - | - | 11.3% |
| Other (as described) | LOAN SERVICING EXPENSES | $5,183,578 | - | - | - | 7.5% |
| Pay: officers, directors, trustees, key employees | $3,663,272 | - | - | - | 5.3% | |
| Benefits paid to members | $3,288,962 | - | - | - | 4.7% | |
| Depreciation and depletion | $3,109,003 | - | - | - | 4.5% | |
| Other employee benefits | $2,992,883 | - | - | - | 4.3% | |
| Information technology | $2,316,966 | - | - | - | 3.3% | |
| Office expenses | $2,190,006 | - | - | - | 3.2% | |
| Occupancy | $2,027,440 | - | - | - | 2.9% | |
| Payroll taxes | $1,817,873 | - | - | - | 2.6% | |
| Pension plan contributions | $1,658,824 | - | - | - | 2.4% | |
| Advertising and promotion | $989,054 | - | - | - | 1.4% | |
| Conferences, conventions and meetings | $575,304 | - | - | - | 0.8% | |
| Fees: other services | $539,580 | - | - | - | 0.8% | |
| Grants to US organizations and governments | $417,217 | - | - | - | 0.6% | |
| Payments to affiliates | $338,465 | - | - | - | 0.5% | |
| Other (as described) | EMPLOYEE TRAINING/WORKS | $316,450 | - | - | - | 0.5% |
| Insurance | $276,682 | - | - | - | 0.4% | |
| Fees: accounting | $233,165 | - | - | - | 0.3% | |
| All other expenses | $229,657 | - | - | - | 0.3% | |
| Travel | $111,584 | - | - | - | 0.2% | |
| Interest | $55,962 | - | - | - | 0.1% | |
| Fees: legal | $29,686 | - | - | - | 0.0% | |
| Grants to US individuals | $600 | - | - | - | 0.0% | |
| Total | $69,345,144 | 100% |
2016 · Form 990 · $64,994,992 spent · pay $27,927,203 · grants $272,369 · events $651,245
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $18,715,512 | - | - | - | 28.8% | |
| Other (as described) | MEMBER SERVICES | $7,386,120 | - | - | - | 11.4% |
| Other (as described) | PROVISION FOR LOAN LOSS | $6,814,429 | - | - | - | 10.5% |
| Other (as described) | LOAN SERVICING EXPENSES | $5,740,408 | - | - | - | 8.8% |
| Benefits paid to members | $3,492,365 | - | - | - | 5.4% | |
| Other employee benefits | $3,487,040 | - | - | - | 5.4% | |
| Pay: officers, directors, trustees, key employees | $3,139,211 | - | - | - | 4.8% | |
| Depreciation and depletion | $2,882,526 | - | - | - | 4.4% | |
| Office expenses | $2,383,356 | - | - | - | 3.7% | |
| Occupancy | $1,992,205 | - | - | - | 3.1% | |
| Information technology | $1,975,774 | - | - | - | 3.0% | |
| Payroll taxes | $1,720,614 | - | - | - | 2.6% | |
| Advertising and promotion | $1,362,663 | - | - | - | 2.1% | |
| Pension plan contributions | $864,826 | - | - | - | 1.3% | |
| Fees: other services | $674,547 | - | - | - | 1.0% | |
| Conferences, conventions and meetings | $651,245 | - | - | - | 1.0% | |
| Other (as described) | EMPLOYEE TRAINING/WORKS | $328,044 | - | - | - | 0.5% |
| Grants to US organizations and governments | $272,369 | - | - | - | 0.4% | |
| Insurance | $251,976 | - | - | - | 0.4% | |
| Payments to affiliates | $239,683 | - | - | - | 0.4% | |
| All other expenses | $226,132 | - | - | - | 0.3% | |
| Fees: accounting | $208,327 | - | - | - | 0.3% | |
| Interest | $110,817 | - | - | - | 0.2% | |
| Fees: legal | $51,116 | - | - | - | 0.1% | |
| Travel | $23,687 | - | - | - | 0.0% | |
| Total | $64,994,992 | 100% |
2015 · Form 990 · $61,224,103 spent · pay $26,061,581 · grants $218,554 · events $539,535
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $18,287,512 | - | - | - | 29.9% | |
| Other (as described) | MEMBER SERVICES | $6,887,627 | - | - | - | 11.2% |
| Other (as described) | PROVISION FOR LOAN LOSS | $6,689,161 | - | - | - | 10.9% |
| Other (as described) | LOAN SERVICING EXPENSES | $4,810,612 | - | - | - | 7.9% |
| Benefits paid to members | $3,361,646 | - | - | - | 5.5% | |
| Office expenses | $3,167,346 | - | - | - | 5.2% | |
| Other employee benefits | $2,752,193 | - | - | - | 4.5% | |
| Pay: officers, directors, trustees, key employees | $2,550,396 | - | - | - | 4.2% | |
| Depreciation and depletion | $2,524,313 | - | - | - | 4.1% | |
| Occupancy | $2,073,409 | - | - | - | 3.4% | |
| Payroll taxes | $1,647,391 | - | - | - | 2.7% | |
| Information technology | $1,451,770 | - | - | - | 2.4% | |
| Advertising and promotion | $1,436,957 | - | - | - | 2.3% | |
| Pension plan contributions | $824,089 | - | - | - | 1.3% | |
| Fees: other services | $539,713 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $539,535 | - | - | - | 0.9% | |
| Other (as described) | EMPLOYEE TRAINING/WORKS | $318,801 | - | - | - | 0.5% |
| Insurance | $236,114 | - | - | - | 0.4% | |
| Fees: accounting | $226,204 | - | - | - | 0.4% | |
| All other expenses | $222,244 | - | - | - | 0.4% | |
| Grants to US organizations and governments | $215,489 | - | - | - | 0.4% | |
| Payments to affiliates | $207,929 | - | - | - | 0.3% | |
| Travel | $144,971 | - | - | - | 0.2% | |
| Interest | $61,823 | - | - | - | 0.1% | |
| Fees: legal | $43,793 | - | - | - | 0.1% | |
| Grants to US individuals | $3,065 | - | - | - | 0.0% | |
| Total | $61,224,103 | 100% |
2014 · Form 990 · $52,281,458 spent · pay $23,465,647 · grants $180,993 · events $600,849
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $16,790,152 | - | - | - | 32.1% | |
| Other (as described) | MEMBER SERVICES | $5,719,136 | - | - | - | 10.9% |
| Benefits paid to members | $3,529,178 | - | - | - | 6.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $3,315,000 | - | - | - | 6.3% |
| Depreciation and depletion | $3,008,885 | - | - | - | 5.8% | |
| Other (as described) | LOAN SERVICING EXPENSES | $2,998,514 | - | - | - | 5.7% |
| Other employee benefits | $2,640,320 | - | - | - | 5.1% | |
| Office expenses | $2,554,758 | - | - | - | 4.9% | |
| Occupancy | $2,374,247 | - | - | - | 4.5% | |
| Pay: officers, directors, trustees, key employees | $1,606,024 | - | - | - | 3.1% | |
| Payroll taxes | $1,429,919 | - | - | - | 2.7% | |
| Advertising and promotion | $1,372,942 | - | - | - | 2.6% | |
| Information technology | $1,281,660 | - | - | - | 2.5% | |
| Pension plan contributions | $999,232 | - | - | - | 1.9% | |
| Conferences, conventions and meetings | $600,849 | - | - | - | 1.1% | |
| Fees: other services | $311,914 | - | - | - | 0.6% | |
| Other (as described) | MISCELLANEOUS | $311,524 | - | - | - | 0.6% |
| Insurance | $282,286 | - | - | - | 0.5% | |
| Travel | $274,438 | - | - | - | 0.5% | |
| All other expenses | $218,474 | - | - | - | 0.4% | |
| Payments to affiliates | $210,254 | - | - | - | 0.4% | |
| Fees: accounting | $192,943 | - | - | - | 0.4% | |
| Grants to US organizations and governments | $156,512 | - | - | - | 0.3% | |
| Fees: legal | $77,816 | - | - | - | 0.1% | |
| Grants to US individuals | $24,481 | - | - | - | 0.0% | |
| Total | $52,281,458 | 100% |
2013 · Form 990 · $52,699,111 spent · pay $21,673,288 · grants $145,271 · events $761,553
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $16,204,781 | - | - | - | 30.7% | |
| Other (as described) | MEMBER SERVICES | $5,137,534 | - | - | - | 9.7% |
| Other (as described) | PROVISION FOR LOAN LOSS | $4,948,020 | - | - | - | 9.4% |
| Benefits paid to members | $4,866,912 | - | - | - | 9.2% | |
| Depreciation and depletion | $2,855,807 | - | - | - | 5.4% | |
| Other employee benefits | $2,682,338 | - | - | - | 5.1% | |
| Office expenses | $2,467,350 | - | - | - | 4.7% | |
| Occupancy | $2,199,675 | - | - | - | 4.2% | |
| Fees: other services | $1,974,976 | - | - | - | 3.7% | |
| Other (as described) | LOAN SERVICING EXPENSES | $1,509,443 | - | - | - | 2.9% |
| Advertising and promotion | $1,465,082 | - | - | - | 2.8% | |
| Payroll taxes | $1,290,582 | - | - | - | 2.4% | |
| Insurance | $931,890 | - | - | - | 1.8% | |
| Information technology | $915,889 | - | - | - | 1.7% | |
| Pay: officers, directors, trustees, key employees | $851,763 | - | - | - | 1.6% | |
| Conferences, conventions and meetings | $761,553 | - | - | - | 1.4% | |
| Pension plan contributions | $643,824 | - | - | - | 1.2% | |
| Travel | $264,336 | - | - | - | 0.5% | |
| Payments to affiliates | $199,351 | - | - | - | 0.4% | |
| Fees: accounting | $151,382 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $84,746 | - | - | - | 0.2% | |
| Fees: legal | $80,426 | - | - | - | 0.2% | |
| All other expenses | $75,580 | - | - | - | 0.1% | |
| Grants to US individuals | $60,525 | - | - | - | 0.1% | |
| Royalties | $40,941 | - | - | - | 0.1% | |
| Fees: management | $31,715 | - | - | - | 0.1% | |
| Fees: investment management | $2,690 | - | - | - | 0.0% | |
| Total | $52,699,111 | 100% |
2012 · Form 990 · $56,631,678 spent · pay $21,632,399 · grants $120,317 · events $617,111
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $9,768,136 | - | - | - | 17.2% | |
| Pay: officers, directors, trustees, key employees | $7,087,028 | - | - | - | 12.5% | |
| Benefits paid to members | $6,267,683 | - | - | - | 11.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $5,311,784 | - | - | - | 9.4% |
| Other (as described) | MEMBER SERVICES | $4,172,046 | - | - | - | 7.4% |
| Office expenses | $3,645,854 | - | - | - | 6.4% | |
| Fees: other services | $3,495,277 | - | - | - | 6.2% | |
| Other employee benefits | $3,083,755 | - | - | - | 5.4% | |
| Depreciation and depletion | $2,453,715 | - | - | - | 4.3% | |
| Occupancy | $2,263,845 | - | - | - | 4.0% | |
| Information technology | $1,880,957 | - | - | - | 3.3% | |
| Advertising and promotion | $1,208,555 | - | - | - | 2.1% | |
| Payroll taxes | $1,175,234 | - | - | - | 2.1% | |
| Other (as described) | REO EXPENSE/LOSS | $1,006,306 | - | - | - | 1.8% |
| Other (as described) | LOAN SERVICING EXPENSES | $808,026 | - | - | - | 1.4% |
| All other expenses | $798,787 | - | - | - | 1.4% | |
| Conferences, conventions and meetings | $617,111 | - | - | - | 1.1% | |
| Pension plan contributions | $518,246 | - | - | - | 0.9% | |
| Insurance | $303,773 | - | - | - | 0.5% | |
| Travel | $217,583 | - | - | - | 0.4% | |
| Fees: accounting | $201,378 | - | - | - | 0.4% | |
| Payments to affiliates | $167,715 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $68,989 | - | - | - | 0.1% | |
| Fees: legal | $58,478 | - | - | - | 0.1% | |
| Grants to US individuals | $51,328 | - | - | - | 0.1% | |
| Interest | $89 | - | - | - | 0.0% | |
| Total | $56,631,678 | 100% |
2011 · Form 990 · $54,816,227 spent · pay $19,917,089 · grants $82,861 · events $508,938
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $14,228,066 | - | - | - | 26.0% | |
| Benefits paid to members | $7,244,261 | - | - | - | 13.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $5,736,444 | - | - | - | 10.5% |
| Other (as described) | MEMBER SERVICES | $4,367,220 | - | - | - | 8.0% |
| Office expenses | $3,029,823 | - | - | - | 5.5% | |
| Fees: other services | $2,715,388 | - | - | - | 5.0% | |
| Other employee benefits | $2,583,207 | - | - | - | 4.7% | |
| Depreciation and depletion | $2,453,715 | - | - | - | 4.5% | |
| Occupancy | $2,212,347 | - | - | - | 4.0% | |
| Information technology | $1,880,957 | - | - | - | 3.4% | |
| Other (as described) | NCUSIF PREMIUM ASSESSME | $1,705,591 | - | - | - | 3.1% |
| Pay: officers, directors, trustees, key employees | $1,365,781 | - | - | - | 2.5% | |
| Advertising and promotion | $1,218,807 | - | - | - | 2.2% | |
| Payroll taxes | $1,175,234 | - | - | - | 2.1% | |
| Pension plan contributions | $564,801 | - | - | - | 1.0% | |
| Conferences, conventions and meetings | $508,938 | - | - | - | 0.9% | |
| Other (as described) | LOAN SERVICING EXPENSES | $502,061 | - | - | - | 0.9% |
| Insurance | $303,773 | - | - | - | 0.6% | |
| All other expenses | $280,129 | - | - | - | 0.5% | |
| Fees: accounting | $201,378 | - | - | - | 0.4% | |
| Payments to affiliates | $193,015 | - | - | - | 0.4% | |
| Travel | $187,076 | - | - | - | 0.3% | |
| Fees: legal | $58,478 | - | - | - | 0.1% | |
| Grants to US individuals | $49,134 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $33,727 | - | - | - | 0.1% | |
| Interest | $16,876 | - | - | - | 0.0% | |
| Total | $54,816,227 | 100% |
2010 · Form 990 · $57,510,987 spent · pay $19,654,576 · grants $81,609 · events $415,431
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $14,217,699 | - | - | - | 24.7% | |
| Benefits paid to members | $8,449,030 | - | - | - | 14.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $7,604,670 | - | - | - | 13.2% |
| Other (as described) | MEMBER SERVICES | $4,438,915 | - | - | - | 7.7% |
| Office expenses | $3,735,525 | - | - | - | 6.5% | |
| Fees: other services | $2,234,866 | - | - | - | 3.9% | |
| Occupancy | $1,975,471 | - | - | - | 3.4% | |
| Information technology | $1,825,911 | - | - | - | 3.2% | |
| Other employee benefits | $1,715,413 | - | - | - | 3.0% | |
| Depreciation and depletion | $1,657,713 | - | - | - | 2.9% | |
| Other (as described) | NCUSIF PREMIUM ASSESSME | $1,584,674 | - | - | - | 2.8% |
| Pension plan contributions | $1,490,256 | - | - | - | 2.6% | |
| Payroll taxes | $1,167,867 | - | - | - | 2.0% | |
| Advertising and promotion | $1,131,883 | - | - | - | 2.0% | |
| Pay: officers, directors, trustees, key employees | $1,063,341 | - | - | - | 1.8% | |
| All other expenses | $856,668 | - | - | - | 1.5% | |
| Other (as described) | IMPAIRMENT OF CORP CAPI | $557,038 | - | - | - | 1.0% |
| Conferences, conventions and meetings | $415,431 | - | - | - | 0.7% | |
| Other (as described) | LOAN SERVICING EXPENSES | $376,606 | - | - | - | 0.7% |
| Insurance | $268,374 | - | - | - | 0.5% | |
| Fees: accounting | $181,436 | - | - | - | 0.3% | |
| Payments to affiliates | $171,948 | - | - | - | 0.3% | |
| Travel | $136,858 | - | - | - | 0.2% | |
| Interest | $118,788 | - | - | - | 0.2% | |
| Fees: legal | $50,997 | - | - | - | 0.1% | |
| Grants to US individuals | $47,882 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $33,727 | - | - | - | 0.1% | |
| Fees: investment management | $2,000 | - | - | - | 0.0% | |
| Total | $57,510,987 | 100% |
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