ADVANTIS CREDIT UNION
Cite this
Plain text ADVANTIS CREDIT UNION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/advantis-credit-union-930251640. Retrieved 2026-10-31.
APA furp.org. (n.d.). ADVANTIS CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 31, 2026, from https://furp.org/org/advantis-credit-union-930251640
MLA “ADVANTIS CREDIT UNION.” furp.org, tax years 2010–2024, https://furp.org/org/advantis-credit-union-930251640. Accessed 31 Oct. 2026.
Retrieved 2026-10-31; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $106.1M · expenses $108.6M · assets $0
- EIN
- 93-0251640
- Address
- 14405 MEYERS ROAD 300, OREGON CITY, OR 97045
- Website
- WWW.ADVANTISCU.ORG
- NTEE code
- -
- Exempt type
- -
- Ruling date
- -
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO IMPROVE THE FINANCIAL LIVES OF OUR MEMBERS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
72 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 |
|---|---|---|---|---|---|
| Keli Myers | SVP/CHIEF OPERATING OFFICER | 2016-2024 | $369,775 | $2,779,849 | 3 |
| Jason Werts | PRESIDENT/CEO | 2021-2024 | $624,804 | $2,524,530 | 2 |
| Christopher Groshko | SVP/CHIEF EXPERIENCE OFFICER | 2019-2024 | $345,710 | $1,999,142 | 1 |
| John Nichols | SVP OF MARKETING | 2017-2024 | $247,379 | $1,714,612 | 2 |
| Greg Spear | SVP/CHIEF FINANCIAL OFFICER | 2022-2024 | $486,387 | $1,216,374 | 2 |
| Mary Ellen Lanzisera | DIRECTOR OF RISK MANAGEMENT | 2018-2024 | $178,659 | $1,056,290 | 1 |
| Kelly Sonflieth | VP OF PEOPLE & CULTURE | 2021-2024 | $243,403 | $938,117 | 1 |
| Trevor Hutchens | VP OF LENDING | 2022-2024 | $237,364 | $772,417 | 1 |
| Jennifer Mcmurray | VP OF STRATEGY & ADVOCACY | 2021-2024 | $194,643 | $699,058 | 2 |
| Nicole White | VP, DIGITAL BANKING & REMOTE CHANNELS | 2021-2024 | $189,486 | $574,526 | 1 |
| Chris Charlton | VP/CONTROLLER | 2023-2024 | $186,105 | $402,770 | 1 |
| Mark Hulsey | VP OF INFORMATION TECHNOLOGY | 2021-2024 | $175,070 | $348,115 | 1 |
| Kari Briggs | VP OF OPERATIONS | 2024 | $178,770 | $178,770 | 1 |
| Katherine Stevens | AVP OF MEMBER EXPERIENCE | 2024 | $169,030 | $169,030 | 1 |
| John Leckey | DIRECTOR OF COMMERCIAL LENDING | 2024 | $150,246 | $150,246 | 1 |
| Andre Walcott | VP OF DEI | 2024 | $147,110 | $147,110 | 1 |
| Amanda Owings | VICE CHAIR | 2010-2024 | $15,625 | $95,953 | 2 |
| Tammy Teske | DIRECTOR, GOVERNANCE COMMITTEE CHAIR | 2011-2024 | $13,500 | $85,754 | 2 |
| Renee Halpern | DIRECTOR, NOMINATING COMMITTEE CHAIR (THRU 4/24) | 2012-2024 | $9,838 | $84,320 | 1 |
| Tarun Gudz | CHAIR | 2015-2024 | $19,125 | $76,190 | 2 |
| Frederic Dupeyroux | DIRECTOR (THRU 10/24) | 2017-2024 | $16,000 | $70,667 | 1 |
| Bryan Sims | SECRETARY/TREASURER, RISK & FINANCE COMMITTEE CH | 2020-2024 | $13,500 | $67,820 | 2 |
| Jake Jensen | DIRECTOR | 2010-2024 | $12,625 | $59,125 | 2 |
| William Knuths | AUDIT COMMITTEE MEMBER | 2020-2024 | $10,500 | $41,925 | 1 |
| Brandon Lepley | AUDIT COMMITTEE MEMBER (THRU 10/24) | 2022-2024 | $14,000 | $41,880 | 1 |
| Kellan Davis | AUDIT COMMITTEE CHAIR | 2022-2024 | $12,000 | $41,005 | 1 |
| Liz Speer | AUDIT COMMITTEE MEMBER | 2022-2024 | $10,500 | $37,755 | 1 |
| Ross Wescott | AUDIT COMMITTEE MEMBER | 2022-2024 | $10,500 | $36,917 | 1 |
| Traci Rossi | DIRECTOR, DEI COMMITTEE CHAIR | 2022-2024 | $13,500 | $31,848 | 2 |
| Nathan Morales | ASSOCIATE DIRECTOR | 2022-2024 | $8,723 | $19,734 | 2 |
| Monique Claiborne | ASSOCIATE DIRECTOR (THRU 10/24) | 2023-2024 | $8,000 | $11,580 | 1 |
| Shari Dunn | ASSOCIATE DIRECTOR (THRU 10/24) | 2024 | $3,640 | $3,640 | 1 |
| Robert Corwin (former) | EXECUTIVE ADVISOR | 2013-2022 | $969,185 | $7,449,861 | 1 |
| Ron Barrick (former) | PRESIDENT & CEO (THROUGH OCT 2012) | 2010-2012 | $3,573,985 | $4,878,549 | 1 |
| Laurie Wilson (former) | SVP / CFO THRU 5/22 | 2010-2022 | $773,987 | $4,270,130 | 1 |
| Wendy Edwards (former) | SVP/CHIEF ADMINISTRATIVE O | 2010-2021 | $395,205 | $3,864,122 | 2 |
| Timothy Clouse (former) | SVP / CHIEF TECHNOLOGY OFFICER THRU 10/23 | 2013-2023 | $525,901 | $3,404,477 | 1 |
| Jeri Maher (former) | MORTGAGE LOAN OFFICER - COMMISSIONED | 2011-2022 | $244,381 | $3,216,805 | 1 |
| Matthew Russell (former) | LICENSED FINANCIAL ADVISOR THRU 9/22 | 2016-2022 | $337,168 | $2,033,711 | 1 |
| Patrick E Huey (former) | Director of Investment Services | 2010-2015 | $197,928 | $1,291,655 | 2 |
| S Griffith O'Brien (former) | SVP/Chief Membership Officer | 2013-2016 | $223,184 | $753,011 | 1 |
| Chris Anderson (former) | VP OF LENDING (THROUGH SEP 2012) | 2010-2012 | $247,391 | $738,049 | 1 |
| Jeffrey Schwarz (former) | SVP/Chief Lending Officer | 2013-2015 | $215,016 | $656,575 | 1 |
| Tim Clouse (former) | VP OF INFORMATION TECHNOLOGY | 2010-2012 | $220,313 | $592,287 | 1 |
| Shane Richins (former) | CONTROLLER | 2018-2020 | $187,782 | $532,931 | 1 |
| John Stevenson (former) | Controller | 2014-2016 | $135,225 | $382,900 | 1 |
| Christopher Goshko (former) | SVP/CHIEF RETAIL OFFICER | 2017-2018 | $233,429 | $359,192 | 1 |
| Alaina C Baldwin (former) | Mortgage Loan Officer - Commissioned | 2015-2016 | $165,902 | $304,096 | 1 |
| Carolyn Korski (former) | RE LOAN OFFICER - COMMISSIONED | 2012-2013 | $165,886 | $304,010 | 1 |
| Clifford Brady (former) | COMMERCIAL RE LOAN ORIGINA | 2017-2018 | $155,567 | $291,571 | 1 |
| Scott Jones (former) | RE LOAN UNDERWRITER - LEAD | 2013-2014 | $139,921 | $286,553 | 1 |
| Kimberly Liu (former) | RE LOAN OFFICER - COMMISSIONED | 2012-2013 | $131,348 | $266,876 | 1 |
| Cliff Brady (former) | COMMERICAL RE LOAN ORIGINATOR | 2013-2014 | $128,248 | $259,008 | 1 |
| Cameron Dickey (former) | VP OF SALES & SERVICE | 2010 | $203,486 | $203,486 | 1 |
| Mandeep Manihani (former) | MORTGAGE LOAN OFFICER - COMMISSIONED | 2020 | $186,123 | $186,123 | 1 |
| Jason Wertz (former) | PRESIDENT & CEO | 2020 | $146,015 | $146,015 | 1 |
| Jonathan Weitz (former) | DIRECTOR OF COMMERICAL LENDING | 2019 | $142,236 | $142,236 | 1 |
| Brady Clifford (former) | Commercial Loan Originator | 2016 | $141,552 | $141,552 | 1 |
| Michael Jennings (former) | DIRECTOR OF REAL ESTATE LENDING | 2019 | $138,220 | $138,220 | 1 |
| Alaina Balwin (former) | MORTGAGE LOAN OFFICER - COMMISSIONED | 2017 | $133,619 | $133,619 | 1 |
| Johnathan Weitz (former) | DIRECTOR OF RETAIL BRANCHES | 2017 | $132,494 | $132,494 | 1 |
| Casey Filburn (former) | Director of Real Estate Lending | 2015 | $130,990 | $130,990 | 1 |
| Darin Walding (former) | RE LOAN MANAGER | 2013 | $121,274 | $121,274 | 1 |
| Bob Corwin (former) | PRESIDENT & CEO | 2012 | $72,785 | $72,785 | 1 |
| Andy Dolberg (former) | DIRECTOR | 2015-2020 | $14,750 | $33,417 | 1 |
| Jacob Jensen (former) | DIRECTOR | 2016-2022 | $16,038 | $33,038 | 1 |
| Andres Dolberg (former) | DIRECTOR THRU 8/22 | 2021-2022 | $12,583 | $25,583 | 1 |
| Tarum Gudz (former) | CHAIR | 2023 | $18,954 | $18,954 | 1 |
| Roger Hediger (former) | EMERITUS DIRECTOR | 2010-2022 | $0 | $17,554 | 1 |
| Rick Veira (former) | DIRECTOR THROUGH APRIL 2019 | 2016-2019 | $6,000 | $11,000 | 1 |
| Tom Hoang (former) | AUDIT COMMITTEE MEMBER THRU 6/22 | 2022 | $9,750 | $9,750 | 1 |
| Frederic Dupeyrous (former) | DIRECTOR | 2019 | $8,500 | $8,500 | 1 |
Officers and directors, no compensation reported
13 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 |
|---|---|---|---|---|---|
| Patrick Hager | DIRECTOR | 2010-2024 | 2 | $0 reported | 2 |
| Liz Good (former) | ASSOCIATE DIRECTOR | 2017 | 2 | $0 reported | 1 |
| Carolyn Benolken (former) | Director | 2012-2016 | 2 | $0 reported | 1 |
| Robert G Pearson (former) | Director | 2016 | 2 | $0 reported | 1 |
| Bob Pearson (former) | Board Member | 2010-2015 | 2 | $0 reported | 1 |
| Heath Kula (former) | Alternate Board Member | 2015 | 2 | $0 reported | 1 |
| Josh Roberts (former) | BOARD MEMBER | 2010-2014 | 2 | $0 reported | 1 |
| Aaron Knott (former) | ALTERNATE BOARD MEMBER | 2013-2014 | 2 | $0 reported | 1 |
| David Rossi (former) | ALTERNATE BOARD MEMBER | 2013-2014 | 2 | $0 reported | 1 |
| John Hren (former) | BOARD MEMBER | 2010-2012 | 2 | $0 reported | 2 |
| Greg Carlson (former) | BOARD MEMBER | 2010-2012 | 2 | $0 reported | 1 |
| Jim Baggenstos (former) | BOARD MEMBER | 2010-2011 | 2 | $0 reported | 1 |
| Lou Bruneau (former) | BOARD MEMBER | 2010 | 2 | $0 reported | 1 |
People by year
2024 · 33 people listed · 32 paid, $4.3M · 326 employees · 17 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON WERTS | PRESIDENT/CEO | 40 | $590,639 | $0 | $34,165 | $624,804 | 2 |
| GREG SPEAR | SVP/CHIEF FINANCIAL OFFICER | 40 | $460,811 | $0 | $25,576 | $486,387 | 2 |
| KELI MYERS | SVP/CHIEF OPERATING OFFICER | 40 | $337,201 | $0 | $32,574 | $369,775 | 3 |
| CHRISTOPHER GROSHKO | SVP/CHIEF EXPERIENCE OFFICER | 40 | $318,081 | $0 | $27,629 | $345,710 | 1 |
| JOHN NICHOLS | SVP OF MARKETING | 40 | $229,541 | $0 | $17,838 | $247,379 | 2 |
| KELLY SONFLIETH | VP OF PEOPLE & CULTURE | 40 | $219,365 | $0 | $24,038 | $243,403 | 1 |
| TREVOR HUTCHENS | VP OF LENDING | 40 | $208,453 | $0 | $28,911 | $237,364 | 1 |
| JENNIFER MCMURRAY | VP OF STRATEGY & ADVOCACY | 40 | $171,677 | $0 | $22,966 | $194,643 | 2 |
| NICOLE WHITE | VP, DIGITAL BANKING & REMOTE CHANNELS | 40 | $171,788 | $0 | $17,698 | $189,486 | 1 |
| CHRIS CHARLTON | VP/CONTROLLER | 40 | $162,940 | $0 | $23,165 | $186,105 | 1 |
| KARI BRIGGS | VP OF OPERATIONS | 40 | $158,502 | $0 | $20,268 | $178,770 | 1 |
| MARY ELLEN LANZISERA | DIRECTOR OF RISK MANAGEMENT | 40 | $161,184 | $0 | $17,475 | $178,659 | 1 |
| MARK HULSEY | VP OF INFORMATION TECHNOLOGY | 40 | $164,812 | $0 | $10,258 | $175,070 | 1 |
| KATHERINE STEVENS | AVP OF MEMBER EXPERIENCE | 40 | $145,086 | $0 | $23,944 | $169,030 | 1 |
| JOHN LECKEY | DIRECTOR OF COMMERCIAL LENDING | 40 | $131,054 | $0 | $19,192 | $150,246 | 1 |
| ANDRE WALCOTT | VP OF DEI | 40 | $131,733 | $0 | $15,377 | $147,110 | 1 |
| TARUN GUDZ | CHAIR | 2 | $19,125 | $0 | $0 | $19,125 | 2 |
| FREDERIC DUPEYROUX | DIRECTOR (THRU 10/24) | 2 | $16,000 | $0 | $0 | $16,000 | 1 |
| AMANDA OWINGS | VICE CHAIR | 2 | $15,625 | $0 | $0 | $15,625 | 2 |
| BRANDON LEPLEY | AUDIT COMMITTEE MEMBER (THRU 10/24) | 2 | $14,000 | $0 | $0 | $14,000 | 1 |
| TRACI ROSSI | DIRECTOR, DEI COMMITTEE CHAIR | 2 | $13,500 | $0 | $0 | $13,500 | 2 |
| TAMMY TESKE | DIRECTOR, GOVERNANCE COMMITTEE CHAIR | 2 | $13,500 | $0 | $0 | $13,500 | 2 |
| BRYAN SIMS | SECRETARY/TREASURER, RISK & FINANCE COMMITTEE CH | 2 | $13,500 | $0 | $0 | $13,500 | 2 |
| JAKE JENSEN | DIRECTOR | 2 | $12,625 | $0 | $0 | $12,625 | 2 |
| KELLAN DAVIS | AUDIT COMMITTEE CHAIR | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| WILLIAM KNUTHS | AUDIT COMMITTEE MEMBER | 2 | $10,500 | $0 | $0 | $10,500 | 1 |
| LIZ SPEER | AUDIT COMMITTEE MEMBER | 2 | $10,500 | $0 | $0 | $10,500 | 1 |
| ROSS WESCOTT | AUDIT COMMITTEE MEMBER | 2 | $10,500 | $0 | $0 | $10,500 | 1 |
| RENEE HALPERN | DIRECTOR, NOMINATING COMMITTEE CHAIR (THRU 4/24) | 2 | $9,838 | $0 | $0 | $9,838 | 1 |
| NATHAN MORALES | ASSOCIATE DIRECTOR | 2 | $8,723 | $0 | $0 | $8,723 | 2 |
| MONIQUE CLAIBORNE | ASSOCIATE DIRECTOR (THRU 10/24) | 2 | $8,000 | $0 | $0 | $8,000 | 1 |
| SHARI DUNN | ASSOCIATE DIRECTOR (THRU 10/24) | 2 | $3,640 | $0 | $0 | $3,640 | 1 |
| PATRICK HAGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2023 · 28 people listed · 27 paid, $4.4M · 337 employees · 17 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JASON WERTS | PRESIDENT/CEO | 40 | $635,812 | $0 | $40,924 | $676,736 | 2 |
| TIMOTHY CLOUSE | SVP / CHIEF TECHNOLOGY OFFICER THRU 10/23 | 40 | $492,461 | $0 | $33,440 | $525,901 | 1 |
| GREG SPEAR | SVP / CHIEF FINANCIAL OFFICER | 40 | $396,024 | $0 | $34,849 | $430,873 | 2 |
| KELI MYERS | SVP / CHIEF OPERATING OFFICER | 40 | $383,102 | $0 | $39,932 | $423,034 | 3 |
| CHRISTOPHER GROSHKO | SVP / CHIEF EXPERIENCE OFFICER | 40 | $364,617 | $0 | $35,376 | $399,993 | 1 |
| JOHN NICHOLS | SVP OF MARKETING | 40 | $266,574 | $0 | $25,539 | $292,113 | 2 |
| TREVOR HUTCHENS | VP OF LENDING | 40 | $243,102 | $0 | $35,152 | $278,254 | 1 |
| KELLY SONFLIETH | VP OF PEOPLE & CULTURE | 40 | $245,853 | $0 | $27,998 | $273,851 | 1 |
| MARY ELLEN LANZISERA | DIRECTOR OF RISK MANAGEMENT | 40 | $202,179 | $0 | $21,953 | $224,132 | 1 |
| NICOLE WHITE | VP OF DIGITAL BANKING AND REMOTE CHANNELS | 40 | $200,480 | $0 | $21,825 | $222,305 | 1 |
| CHRIS CHARLTON | VP/CONTROLLER | 40 | $189,166 | $0 | $27,499 | $216,665 | 1 |
| JENNIFER MCMURRAY | VP OF STRATEGY & ADVOCACY | 40 | $192,514 | $0 | $13,751 | $206,265 | 2 |
| TARUM GUDZ | CHAIR | 2 | $18,954 | $0 | $0 | $18,954 | 1 |
| AMANDA OWINGS | VICE CHAIR | 2 | $18,537 | $0 | $0 | $18,537 | 2 |
| BRYAN SIMS | SECRETARY/TREASURER, RISK & FINANCE COMMITTEE CHAI | 2 | $17,736 | $0 | $0 | $17,736 | 2 |
| RENEE HALPERN | DIRECTOR, NOMINATING COMMITTEE CHAIR | 2 | $17,417 | $0 | $0 | $17,417 | 1 |
| TAMMY TESKE | DIRECTOR, GOVERNANCE COMMITTEE CHAIR | 2 | $15,982 | $0 | $0 | $15,982 | 2 |
| FREDERIC DUPEYROUX | DIRECTOR | 2 | $15,417 | $0 | $0 | $15,417 | 1 |
| JAKE JENSEN | DIRECTOR | 2 | $15,417 | $0 | $0 | $15,417 | 2 |
| KELLAN DAVIS | AUDIT COMMITTEE MEMBER | 2 | $15,417 | $0 | $0 | $15,417 | 1 |
| TRACI ROSSI | DIRECTOR, DEI COMMITTEE CHAIR | 2 | $15,045 | $0 | $0 | $15,045 | 2 |
| LIZ SPEER | AUDIT COMMITTEE MEMBER | 2 | $14,255 | $0 | $0 | $14,255 | 1 |
| BRANDON LEPLEY | AUDIT COMMITTEE CHAIR | 2 | $14,215 | $0 | $0 | $14,215 | 1 |
| WILLIAM KNUTHS | AUDIT COMMITTEE MEMBER | 2 | $13,925 | $0 | $0 | $13,925 | 1 |
| ROSS WESCOTT | AUDIT COMMITTEE MEMBER | 2 | $13,417 | $0 | $0 | $13,417 | 1 |
| NATHAN MORALES | ASSOCIATE DIRECTOR | 2 | $7,708 | $0 | $0 | $7,708 | 2 |
| MONIQUE CLAIBORNE | ASSOCIATE DIRECTOR | 2 | $3,580 | $0 | $0 | $3,580 | 1 |
| PATRICK HAGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2022 · 32 people listed · 30 paid, $5.9M · 351 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT CORWIN | EXECUTIVE ADVISOR | 16 | $960,000 | $0 | $9,185 | $969,185 | 1 |
| LAURIE WILSON | SVP / CFO THRU 5/22 | 0 | $754,137 | $0 | $19,850 | $773,987 | 1 |
| JASON WERTS | PRESIDENT/CEO | 40 | $632,373 | $0 | $38,912 | $671,285 | 2 |
| KELI MYERS | SVP / CHIEF OPERATING OFFICER | 40 | $410,954 | $0 | $37,167 | $448,121 | 3 |
| CHRISTOPHER GROSHKO | SVP / CHIEF EXPERIENCE OFFICER | 40 | $355,739 | $0 | $29,513 | $385,252 | 1 |
| TIMOTHY CLOUSE | SVP / CHIEF INNOVATION OFFICER | 40 | $344,060 | $0 | $36,544 | $380,604 | 1 |
| MATTHEW RUSSELL | LICENSED FINANCIAL ADVISOR THRU 9/22 | 0 | $305,282 | $0 | $31,886 | $337,168 | 1 |
| GREG SPEAR | SVP / CHIEF FINANCIAL OFFICER | 40 | $275,296 | $0 | $23,818 | $299,114 | 2 |
| JOHN NICHOLS | SVP OF MARKETING | 40 | $261,302 | $0 | $27,605 | $288,907 | 2 |
| TREVOR HUTCHENS | VP OF LENDING | 40 | $224,497 | $0 | $32,302 | $256,799 | 1 |
| KELLY SONFLIETH | VP OF PEOPLE & CULTURE | 40 | $225,161 | $0 | $25,638 | $250,799 | 1 |
| JERI MAHER | MORTGAGE LOAN OFFICER - COMMISSIONED | 40 | $221,938 | $0 | $22,443 | $244,381 | 1 |
| MARY ELLEN LANZISERA | DIRECTOR OF RISK MANAGEMENT | 40 | $185,293 | $0 | $19,317 | $204,610 | 1 |
| JENNIFER MCMURRAY | VP OF STRATEGY & ADVOCACY | 40 | $156,302 | $0 | $10,381 | $166,683 | 2 |
| AMANDA OWINGS | CHAIR | 2 | $16,618 | $0 | $0 | $16,618 | 2 |
| JACOB JENSEN | DIRECTOR | 2 | $16,038 | $0 | $0 | $16,038 | 1 |
| BRYAN SIMS | SECRETARY/TREASURER, RISK & FINANCE COMMITTEE CHAI | 2 | $14,667 | $0 | $0 | $14,667 | 2 |
| RENEE HALPERN | DIRECTOR, NOMINATING COMMITTEE CHAIR | 2 | $14,648 | $0 | $0 | $14,648 | 1 |
| TARUN GUDZ | VICE CHAIR, GOVERNANCE COMMITTEE CHAIR | 2 | $14,648 | $0 | $0 | $14,648 | 2 |
| TAMMY TESKE | DIRECTOR | 2 | $13,855 | $0 | $0 | $13,855 | 2 |
| FREDERIC DUPEYROUX | DIRECTOR | 2 | $13,833 | $0 | $0 | $13,833 | 1 |
| BRANDON LEPLEY | AUDIT COMMITTEE MEMBER | 2 | $13,665 | $0 | $0 | $13,665 | 1 |
| KELLAN DAVIS | AUDIT COMMITTEE CHAIR | 2 | $13,588 | $0 | $0 | $13,588 | 1 |
| LIZ SPEER | AUDIT COMMITTEE MEMBER | 2 | $13,000 | $0 | $0 | $13,000 | 1 |
| ROSS WESCOTT | AUDIT COMMITTEE MEMBER | 2 | $13,000 | $0 | $0 | $13,000 | 1 |
| ANDRES DOLBERG | DIRECTOR THRU 8/22 | 2 | $12,583 | $0 | $0 | $12,583 | 1 |
| TOM HOANG | AUDIT COMMITTEE MEMBER THRU 6/22 | 2 | $9,750 | $0 | $0 | $9,750 | 1 |
| WILLIAM KNUTHS | AUDIT COMMITTEE MEMBER | 2 | $8,292 | $0 | $0 | $8,292 | 1 |
| NATHAN MORALES | ASSOCIATE DIRECTOR | 2 | $3,303 | $0 | $0 | $3,303 | 2 |
| TRACI ROSSI | DIRECTOR | 2 | $3,303 | $0 | $0 | $3,303 | 2 |
| PATRICK HAGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| ROGER HEDIGER | EMERITUS DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 24 people listed · 23 paid, $4.7M · 260 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT CORWIN | FORMER CEO/PRESIDENT | 16 | $565,696 | $0 | $0 | $565,696 | 1 |
| JASON WERTS | PRESIDENT & CEO | 40 | $524,241 | $0 | $27,464 | $551,705 | 2 |
| JERI MAHER | MORTGAGE LOAN OFFICER - CO | 40 | $382,111 | $0 | $21,677 | $403,788 | 1 |
| LAURIE WILSON | SVP/CFO THROUGH MAY 2022 | 40 | $373,890 | $0 | $23,963 | $397,853 | 1 |
| TIMOTHY CLOUSE | SVP/CHIEF INNOVATION OFFIC | 40 | $332,668 | $0 | $64,603 | $397,271 | 1 |
| WENDY EDWARDS | SVP/CHIEF ADMINISTRATIVE O | 40 | $358,812 | $0 | $36,393 | $395,205 | 2 |
| CHRISTOPHER GROSHKO | SVP / CHIEF EXPERIENCE OFFICER | 40 | $310,266 | $0 | $20,281 | $330,547 | 1 |
| MATTHEW RUSSELL | FINANCIAL ADVISOR - LICENS | 40 | $306,613 | $0 | $19,609 | $326,222 | 1 |
| KELI MYERS | SVP / CHIEF OPERATING OFFICER | 40 | $295,783 | $0 | $25,847 | $321,630 | 3 |
| JOHN NICHOLS | SVP OF MARKETING | 40 | $208,016 | $0 | $17,247 | $225,263 | 2 |
| MARK HULSEY | VP OF INFORMATION TECHNOLOGY | 40 | $162,273 | $0 | $10,772 | $173,045 | 1 |
| KELLY SONFLIETH | VP OF PEOPLE & CULTURE | 40 | $154,100 | $0 | $15,964 | $170,064 | 1 |
| NICOLE WHITE | VP OF DIGITAL BANKING/REMOTE CHANNELS | 40 | $148,360 | $0 | $14,375 | $162,735 | 1 |
| JENNIFER MCMURRAY | VP OF STRATEGY & ADVOCACY | 40 | $123,274 | $0 | $8,193 | $131,467 | 2 |
| JACOB JENSEN | CHAIRMAN | 2 | $17,000 | $0 | $0 | $17,000 | 1 |
| AMANDA OWINGS | VICE CHAIR | 2 | $13,000 | $0 | $0 | $13,000 | 2 |
| TARUN GUDZ | SECRETARY/TREASURER | 2 | $13,000 | $0 | $0 | $13,000 | 2 |
| TAMMY TESKE | DIRECTOR | 2 | $13,000 | $0 | $0 | $13,000 | 2 |
| ANDRES DOLBERG | DIRECTOR | 2 | $13,000 | $0 | $0 | $13,000 | 1 |
| FREDERIC DUPEYROUX | DIRECTOR | 2 | $13,000 | $0 | $0 | $13,000 | 1 |
| RENEE HALPERN | DIRECTOR | 2 | $13,000 | $0 | $0 | $13,000 | 1 |
| BRYAN SIMS | DIRECTOR | 2 | $13,000 | $0 | $0 | $13,000 | 2 |
| WILLIAM KNUTHS | ASSOCIATE DIRECTOR | 2 | $6,500 | $0 | $0 | $6,500 | 1 |
| PATRICK HAGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2020 · 23 people listed · 22 paid, $5.1M · 294 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT CORWIN | PRESIDENT & CEO THROUGH SEP 2020 | 40 | $1,043,447 | $0 | $159,763 | $1,203,210 | 1 |
| WENDY EDWARDS | SVP/CHIEF ADMINISTRATIVE OFFICER | 40 | $798,437 | $0 | $135,557 | $933,994 | 2 |
| LAURIE WILSON | SVP/CHIEF FINANCIAL OFFICER | 40 | $304,054 | $0 | $130,243 | $434,297 | 1 |
| JERI MAHER | MORTGAGE LOAN OFFICER - COMMISSIONED | 40 | $374,363 | $0 | $22,431 | $396,794 | 1 |
| TIMOTHY CLOUSE | SVP/CHIEF INNOVATION OFFICER | 40 | $274,459 | $0 | $51,481 | $325,940 | 1 |
| KELI MYERS | SVP/CHIEF CREDIT OFFICER | 40 | $264,638 | $0 | $24,037 | $288,675 | 3 |
| CHRISTOPHER GROSHKO | SVP/CHIEF RETAIL OFFICER | 40 | $268,272 | $0 | $19,366 | $287,638 | 1 |
| MATTHEW RUSSELL | FINANCIAL ADVISOR - LICENSED | 40 | $229,866 | $0 | $19,022 | $248,888 | 1 |
| JOHN NICHOLS | VP OF MARKETING | 40 | $185,328 | $0 | $15,848 | $201,176 | 2 |
| SHANE RICHINS | CONTROLLER | 40 | $171,512 | $0 | $16,270 | $187,782 | 1 |
| MANDEEP MANIHANI | MORTGAGE LOAN OFFICER - COMMISSIONED | 40 | $168,942 | $0 | $17,181 | $186,123 | 1 |
| MARY ELLEN LANZISERA | DIRECTOR OF RISK MANAGEMENT | 40 | $145,898 | $0 | $12,656 | $158,554 | 1 |
| JASON WERTZ | PRESIDENT & CEO | 40 | $140,697 | $0 | $5,318 | $146,015 | 1 |
| ANDY DOLBERG | DIRECTOR | 2 | $14,750 | $0 | $0 | $14,750 | 1 |
| JAKE JENSEN | CHAIRMAN | 2 | $14,083 | $0 | $0 | $14,083 | 2 |
| TAMMY TESKE | VICE CHAIRMAN | 2 | $12,417 | $0 | $0 | $12,417 | 2 |
| TARUN GUDZ | SECRETARY/TREASURER | 2 | $12,417 | $0 | $0 | $12,417 | 2 |
| FREDERIC DUPEYROUX | DIRECTOR | 2 | $12,417 | $0 | $0 | $12,417 | 1 |
| RENEE HALPERN | DIRECTOR | 2 | $12,417 | $0 | $0 | $12,417 | 1 |
| AMANDA OWINGS | DIRECTOR | 2 | $12,417 | $0 | $0 | $12,417 | 2 |
| BRYAN SIMS | DIRECTOR | 2 | $8,917 | $0 | $0 | $8,917 | 2 |
| WILLIAM KNUTHS | ASSOCIATE DIRECTOR | 2 | $2,708 | $0 | $0 | $2,708 | 1 |
| PATRICK HAGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2019 · 23 people listed · 22 paid, $3.9M · 297 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT CORWIN | CEO/PRESIDENT | 40 | $992,549 | $0 | $26,044 | $1,018,593 | 1 |
| LAURIE WILSON | SVP/CHIEF FINANCIAL OFFICER | 40 | $264,975 | $0 | $114,045 | $379,020 | 1 |
| MATTHEW RUSSELL | FINANCIAL ADVISOR - LICENSED | 40 | $317,929 | $0 | $22,210 | $340,139 | 1 |
| WENDY EDWARDS | SVP/CHIEF ADMINISTRATIVE OFFICER | 40 | $292,973 | $0 | $23,127 | $316,100 | 2 |
| TIMOTHY CLOUSE | SVP/CHIEF INNOVATION OFFICER | 40 | $245,426 | $0 | $42,502 | $287,928 | 1 |
| KELI MYERS | SVP/CHIEF CREDIT OFFICER | 40 | $231,507 | $0 | $22,716 | $254,223 | 3 |
| CHRISTOPHER GROSHKO | SVP/CHIEF RETAIL OFFICER | 40 | $231,812 | $0 | $18,190 | $250,002 | 1 |
| JERI MAHER | MORTGAGE LOAN OFFICER - COMMISSIONED | 40 | $189,826 | $0 | $16,235 | $206,061 | 1 |
| SHANE RICHINS | CONTROLLER | 40 | $162,622 | $0 | $12,825 | $175,447 | 1 |
| JOHN NICHOLS | VP OF MARKETING | 40 | $156,704 | $0 | $13,617 | $170,321 | 2 |
| MARY ELLEN LANZISERA | DIRECTOR OF RISK MANAGEMENT | 40 | $135,802 | $0 | $12,043 | $147,845 | 1 |
| JONATHAN WEITZ | DIRECTOR OF COMMERICAL LENDING | 40 | $130,542 | $0 | $11,694 | $142,236 | 1 |
| MICHAEL JENNINGS | DIRECTOR OF REAL ESTATE LENDING | 40 | $128,836 | $0 | $9,384 | $138,220 | 1 |
| ANDY DOLBERG | CHAIRMAN | 2 | $13,667 | $0 | $0 | $13,667 | 1 |
| AMANDA OWINGS | DIRECTOR | 2 | $13,167 | $0 | $0 | $13,167 | 2 |
| TAMMY TESKE | VICE CHAIRMAN | 2 | $12,000 | $0 | $0 | $12,000 | 2 |
| TARUN GUDZ | SECRETARY/TREASURER | 2 | $12,000 | $0 | $0 | $12,000 | 2 |
| RENEE HALPERN | DIRECTOR | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| ROGER HEDIGER | DIRECTOR | 2 | $12,000 | $0 | $0 | $12,000 | 1 |
| JAKE JENSEN | DIRECTOR | 2 | $12,000 | $0 | $0 | $12,000 | 2 |
| FREDERIC DUPEYROUS | DIRECTOR | 2 | $8,500 | $0 | $0 | $8,500 | 1 |
| RICK VEIRA | DIRECTOR THROUGH APRIL 2019 | 2 | $6,000 | $0 | $0 | $6,000 | 1 |
| PATRICK HAGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2018 · 21 people listed · 20 paid, $3.5M · 281 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT CORWIN | CEO/PRESIDENT | 45 | $972,208 | $0 | $25,714 | $997,922 | 1 |
| LAURIE S WILSON | SVP/CHIEF FINANCIAL OFFICE | 45 | $275,967 | $0 | $23,138 | $299,105 | 1 |
| WENDY G EDWARDS | SVP/CHIEF ADMINISTRATIVE O | 45 | $261,519 | $0 | $21,694 | $283,213 | 2 |
| MATTHEW RUSSELL | FINANCIAL ADVISOR - LICENS | 45 | $262,154 | $0 | $20,995 | $283,149 | 1 |
| TIMOTHY J CLOUSE | SVP/CHIEF INNOVATION OFFIC | 45 | $235,298 | $0 | $21,763 | $257,061 | 1 |
| KELI MYERS | SVP/CHIEF CREDIT OFFICER | 45 | $233,445 | $0 | $21,670 | $255,115 | 3 |
| CHRISTOPHER GOSHKO | SVP/CHIEF RETAIL OFFICER | 45 | $216,486 | $0 | $16,943 | $233,429 | 1 |
| JERI C MAHER | MORTGAGE LOAN OFFICER - CO | 54 | $168,214 | $0 | $16,660 | $184,874 | 1 |
| SHANE RICHINS | CONTROLLER | 40 | $155,107 | $0 | $14,595 | $169,702 | 1 |
| JOHN NICHOLS | VP OF MARKETING | 40 | $147,724 | $0 | $12,850 | $160,574 | 2 |
| CLIFFORD BRADY | COMMERCIAL RE LOAN ORIGINA | 40 | $142,233 | $0 | $13,334 | $155,567 | 1 |
| MARY ELLEN LANZISERA | DIRECTOR OF RISK MANAGEMENT | 40 | $130,775 | $0 | $11,715 | $142,490 | 1 |
| AMANDA OWINGS | CHAIRMAN | 2 | $6,589 | $0 | $0 | $6,589 | 2 |
| ROGER HEDIGER | DIRECTOR | 2 | $5,554 | $0 | $0 | $5,554 | 1 |
| ANDY DOLBERG | VICE CHAIRMAN | 2 | $5,000 | $0 | $0 | $5,000 | 1 |
| TAMMY TESKE | SECRETARY/TREASURER | 2 | $5,000 | $0 | $0 | $5,000 | 2 |
| TARUN GUDZ | DIRECTOR | 2 | $5,000 | $0 | $0 | $5,000 | 2 |
| RENEE HALPERN | DIRECTOR | 2 | $5,000 | $0 | $0 | $5,000 | 1 |
| JAKE JENSEN | DIRECTOR | 2 | $5,000 | $0 | $0 | $5,000 | 2 |
| RICK VEIRA | DIRECTOR | 2 | $5,000 | $0 | $0 | $5,000 | 1 |
| PATRICK HAGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
2017 · 23 people listed · 12 paid, $2.7M · 270 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT CORWIN | CEO/PRESIDENT | 45 | $552,793 | $0 | $26,150 | $578,943 | 1 |
| JERI C MAHER | MORTGAGE LOAN OFFICER - COMMISSIONED | 54 | $272,136 | $0 | $21,867 | $294,003 | 1 |
| LAURIE S WILSON | SVP/CHIEF FINANCIAL OFFICER | 45 | $248,825 | $0 | $23,555 | $272,380 | 1 |
| WENDY G EDWARDS | SVP/CHIEF ADMINISTRATIVE OFFICER | 45 | $250,523 | $0 | $21,698 | $272,221 | 2 |
| TIMOTHY J CLOUSE | SVP/CHIEF INNOVATION OFFICER | 45 | $231,388 | $0 | $22,111 | $253,499 | 1 |
| KELI MYERS | SVP/CHIEF CREDIT OFFICER | 45 | $199,341 | $0 | $21,488 | $220,829 | 3 |
| MATTHEW RUSSELL | FINANCIAL ADVISOR - LICENSED | 45 | $178,206 | $0 | $15,564 | $193,770 | 1 |
| CLIFFORD BRADY | COMMERCIAL RE LOAN ORIGINATOR | 40 | $123,046 | $0 | $12,958 | $136,004 | 1 |
| ALAINA BALWIN | MORTGAGE LOAN OFFICER - COMMISSIONED | 42 | $124,370 | $0 | $9,249 | $133,619 | 1 |
| JOHNATHAN WEITZ | DIRECTOR OF RETAIL BRANCHES | 40 | $122,346 | $0 | $10,148 | $132,494 | 1 |
| JOHN NICHOLS | VP OF MARKETING | 40 | $116,876 | $0 | $12,003 | $128,879 | 2 |
| CHRISTOPHER GOSHKO | SVP/CHIEF RETAIL OFFICER | 45 | $120,431 | $0 | $5,332 | $125,763 | 1 |
| AMANDA OWINGS | CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| ANDY DOLBERG | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| TAMMY TESKE | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| TARUN GUDZ | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| PATRICK HAGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| RENEE HALPERN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER HEDIGER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE JENSEN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| RICK VEIRA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| FREDERIC DUPEYROUX | ASSOCIATE DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LIZ GOOD | ASSOCIATE DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2016 · 22 people listed · 11 paid, $2.9M · 252 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert Corwin | CEO/President | 40 | $519,606 | $0 | $25,135 | $544,741 | 1 |
| Jeri C Maher | Mortgage Loan Officer - Commissioned | 54 | $368,647 | $0 | $21,817 | $390,464 | 1 |
| Matthew Russell | Financial Advisor - Licensed | 40 | $286,291 | $0 | $18,084 | $304,375 | 1 |
| Wendy G Edwards | SVP/Chief Administrative Officer | 40 | $243,546 | $0 | $20,850 | $264,396 | 2 |
| Laurie S Wilson | SVP/Chief Financial Officer | 40 | $237,434 | $0 | $22,356 | $259,790 | 1 |
| Timothy J Clouse | SVP/Chief Innovation Officer | 40 | $217,097 | $0 | $19,685 | $236,782 | 1 |
| S Griffith O'Brien | SVP/Chief Membership Officer | 40 | $202,388 | $0 | $20,796 | $223,184 | 1 |
| Keli Myers | SVP/Chief Credit Officer | 40 | $183,080 | $0 | $15,367 | $198,447 | 3 |
| Alaina C Baldwin | Mortgage Loan Officer - Commissioned | 54 | $154,504 | $0 | $11,398 | $165,902 | 1 |
| Brady Clifford | Commercial Loan Originator | 40 | $128,747 | $0 | $12,805 | $141,552 | 1 |
| John Stevenson | Controller | 40 | $123,854 | $0 | $11,371 | $135,225 | 1 |
| PATRICK HAGER | Chair | 2 | $0 | $0 | $0 | $0 | 2 |
| Amanda Owings | Vice Chair | 2 | $0 | $0 | $0 | $0 | 2 |
| Andy Dolberg | Secretary/Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN BENOLKEN | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| RENEE HALPERN | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER HEDIGER | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jacob V Jensen | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Tammy Teske | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Robert G Pearson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Rick Veira | Associate Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Tarun Gudz | Associate Director | 2 | $0 | $0 | $0 | $0 | 2 |
2015 · 22 people listed · 11 paid, $2.7M · 239 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert Corwin | CEO/President | 40 | $506,670 | $0 | $25,275 | $531,945 | 1 |
| JERI MAHER | RE LOAN OFFICER - COMMISSIONED | 61 | $324,837 | $0 | $23,702 | $348,539 | 1 |
| LAURIE WILSON | SVP/Chief Financial Officer | 40 | $236,830 | $0 | $22,526 | $259,356 | 1 |
| WENDY EDWARDS | SVP/Chief Administrative Officer | 40 | $235,515 | $0 | $20,179 | $255,694 | 2 |
| TIMOTHY CLOUSE | SVP/Chief Innovation Officer | 40 | $206,079 | $0 | $19,681 | $225,760 | 1 |
| S Griffith O'Brien | SVP/Chief Membership Officer | 40 | $195,724 | $0 | $20,518 | $216,242 | 1 |
| Jeffrey Schwarz | SVP/Chief Lending Officer | 40 | $197,269 | $0 | $17,747 | $215,016 | 1 |
| PATRICK HUEY | Director of Investment Services | 40 | $179,524 | $0 | $18,404 | $197,928 | 2 |
| Alaina Baldwin | RE Loan Officer - Commissioned | 56 | $128,923 | $0 | $9,271 | $138,194 | 1 |
| JOHN STEVENSON | Controller | 40 | $117,444 | $0 | $13,643 | $131,087 | 1 |
| Casey Filburn | Director of Real Estate Lending | 40 | $115,076 | $0 | $15,914 | $130,990 | 1 |
| PATRICK HAGER | Chair | 2 | $0 | $0 | $0 | $0 | 2 |
| Amanda Owings | Vice Chair | 2 | $0 | $0 | $0 | $0 | 2 |
| CAROLYN BENOLKEN | Secretary/Treasurer | 2 | $0 | $0 | $0 | $0 | 1 |
| RENEE HALPERN | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER HEDIGER | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE JENSEN | Board Member | 2 | $0 | $0 | $0 | $0 | 2 |
| Bob Pearson | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| TAMMY TESKE | Board Member | 2 | $0 | $0 | $0 | $0 | 2 |
| Andy Dolberg | Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
| Tarun Gudz | Alternate Board Member | 2 | $0 | $0 | $0 | $0 | 2 |
| Heath Kula | Alternate Board Member | 2 | $0 | $0 | $0 | $0 | 1 |
2014 · 22 people listed · 11 paid, $2.6M · 203 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT CORWIN | CEO/PRESIDENT | 40 | $525,262 | $0 | $24,959 | $550,221 | 1 |
| PATRICK HUEY | DIRECTOR OF INVESTMENT SERVICES | 40 | $292,370 | $0 | $25,943 | $318,313 | 2 |
| LAURIE WILSON | SVP/CHIEF FINANCIAL OFFICER | 40 | $225,214 | $0 | $21,789 | $247,003 | 1 |
| WENDY EDWARDS | SVP/CHIEF ADMINISTRATIVE OFFICER | 40 | $226,797 | $0 | $19,563 | $246,360 | 2 |
| JEFFREY SCHWARZ | SVP/CHIEF LENDING OFFICER | 40 | $224,100 | $0 | $19,080 | $243,180 | 1 |
| TIMOTHY CLOUSE | SVP/CHIEF INNOVATION OFFICER | 40 | $208,509 | $0 | $18,571 | $227,080 | 1 |
| S GRIFFITH O'BRIEN | SVP/CHIEF MEMBERSHIP OFFICER | 40 | $183,707 | $0 | $20,117 | $203,824 | 1 |
| JERI MAHER | RE LOAN OFFICER - COMMISSIONED | 52 | $174,122 | $0 | $17,697 | $191,819 | 1 |
| SCOTT JONES | RE LOAN UNDERWRITER - LEAD | 59 | $128,002 | $0 | $11,919 | $139,921 | 1 |
| CLIFF BRADY | COMMERICAL RE LOAN ORIGINATOR | 40 | $115,944 | $0 | $12,304 | $128,248 | 1 |
| JOHN STEVENSON | CONTROLLER | 40 | $104,704 | $0 | $11,884 | $116,588 | 1 |
| PATRICK HAGER | CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| AMANDA OWINGS | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| CAROLYN BENOLKEN | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| RENEE HALPERN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER HEDIGER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE JENSEN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| BOB PEARSON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSH ROBERTS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TAMMY TESKE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| AARON KNOTT | ALTERNATE BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID ROSSI | ALTERNATE BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2013 · 24 people listed · 13 paid, $2.9M · 207 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT CORWIN | CEO/PRESIDENT | 40 | $428,329 | $0 | $61,076 | $489,405 | 1 |
| LAURIE WILSON | SVP/CHIEF FINANCIAL OFFICER | 40 | $268,301 | $0 | $37,278 | $305,579 | 1 |
| WENDY EDWARDS | SVP/CHIEF ADMINISTRATIVE OFFICER | 40 | $271,161 | $0 | $32,979 | $304,140 | 2 |
| TIMOTHY CLOUSE | SVP/CHIEF INNOVATION OFFICER | 40 | $254,451 | $0 | $32,200 | $286,651 | 1 |
| PATRICK HUEY | DIRECTOR OF INVESTMENT SERVICES | 40 | $231,528 | $0 | $37,123 | $268,651 | 2 |
| JERI MAHER | RE LOAN OFFICER - COMMISSIONED | 52 | $248,150 | $0 | $16,905 | $265,055 | 1 |
| JEFFREY SCHWARZ | SVP/CHIEF LENDING OFFICER | 40 | $176,362 | $0 | $22,017 | $198,379 | 1 |
| CAROLYN KORSKI | RE LOAN OFFICER - COMMISSIONED | 40 | $145,958 | $0 | $19,928 | $165,886 | 1 |
| SCOTT JONES | RE LOAN UNDERWRITER - LEAD | 59 | $134,488 | $0 | $12,144 | $146,632 | 1 |
| KIMBERLY LIU | RE LOAN OFFICER - COMMISSIONED | 40 | $117,927 | $0 | $13,421 | $131,348 | 1 |
| CLIFF BRADY | COMMERICAL RE LOAN ORIGINATOR | 40 | $108,273 | $0 | $22,487 | $130,760 | 1 |
| DARIN WALDING | RE LOAN MANAGER | 40 | $108,864 | $0 | $12,410 | $121,274 | 1 |
| S GRIFFITH O'BRIEN | SVP/CHIEF MEMBERSHIP OFFICER | 40 | $93,228 | $0 | $16,533 | $109,761 | 1 |
| PATRICK HAGER | CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| AMANDA OWINGS | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| CAROLYN BENOLKEN | SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| RENEE HALPERN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER HEDIGER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JAKE JENSEN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| BOB PEARSON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSH ROBERTS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TAMMY TESKE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| AARON KNOTT | ALTERNATE BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID ROSSI | ALTERNATE BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2012 · 21 people listed · 10 paid, $5.2M · 186 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RON BARRICK | PRESIDENT & CEO (THROUGH OCT 2012) | 40 | $3,510,853 | $0 | $63,132 | $3,573,985 | 1 |
| CHRIS ANDERSON | VP OF LENDING (THROUGH SEP 2012) | 40 | $218,116 | $0 | $29,275 | $247,391 | 1 |
| LAURIE WILSON | VP OF FINANCE, CFO | 40 | $187,036 | $0 | $50,308 | $237,344 | 1 |
| WENDY EDWARDS | VP OF MARKETING & HR | 40 | $189,083 | $0 | $32,936 | $222,019 | 2 |
| TIM CLOUSE | VP OF INFORMATION TECHNOLOGY | 40 | $181,040 | $0 | $39,273 | $220,313 | 1 |
| PATRICK HUEY | FINANCIAL ADVISOR | 40 | $178,699 | $0 | $39,735 | $218,434 | 2 |
| JERI MAHER | REAL ESTATE LOAN OFFICER | 40 | $161,311 | $0 | $8,556 | $169,867 | 1 |
| CAROLYN KORSKI | REAL ESTATE LOAN OFFICER | 40 | $117,918 | $0 | $20,206 | $138,124 | 1 |
| KIMBERLY LIU | REAL ESTATE LOAN OFFICER | 40 | $125,467 | $0 | $10,061 | $135,528 | 1 |
| BOB CORWIN | PRESIDENT & CEO | 40 | $70,945 | $0 | $1,840 | $72,785 | 1 |
| JAKE JENSEN | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| PATRICK HAGER | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| AMANDA OWINGS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| CAROLYN BENOLKEN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| GREG CARLSON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| RENEE HALPERN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER HEDIGER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN HREN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| BOB PEARSON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSH ROBERTS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TAMMY TESKE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
2011 · 17 people listed · 7 paid, $1.9M · 168 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RON BARRICK | PRESIDENT & CEO | 40 | $610,747 | $0 | $61,099 | $671,846 | 1 |
| CHRIS ANDERSON | VP OF LENDING | 40 | $238,404 | $0 | $34,062 | $272,466 | 1 |
| LAURIE WILSON | VP OF FINANCE, CFO | 40 | $169,642 | $0 | $47,056 | $216,698 | 1 |
| TIM CLOUSE | VP OF INFORMATION TECHNOLOGY | 40 | $163,537 | $0 | $36,313 | $199,850 | 1 |
| WENDY EDWARDS | VP OF MARKETING & HR | 40 | $172,183 | $0 | $25,155 | $197,338 | 2 |
| PATRICK HUEY | FINANCIAL ADVISOR | 40 | $137,988 | $0 | $36,692 | $174,680 | 2 |
| JERI MAHER | REAL ESTATE LOAN OFFICER | 40 | $113,375 | $0 | $7,785 | $121,160 | 1 |
| JAKE JENSEN | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| PATRICK HAGER | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| AMANDA OWINGS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| GREG CARLSON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER HEDIGER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN HREN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| BOB PEARSON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSH ROBERTS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TAMMY TESKE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| JIM BAGGENSTOS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2010 · 17 people listed · 7 paid, $1.7M · 147 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RON BARRICK | PRESIDENT & CEO | 40 | $572,379 | $0 | $60,339 | $632,718 | 1 |
| CHRIS ANDERSON | VP OF LENDING | 40 | $188,827 | $0 | $29,365 | $218,192 | 1 |
| CAMERON DICKEY | VP OF SALES & SERVICE | 40 | $179,943 | $0 | $23,543 | $203,486 | 1 |
| LAURIE WILSON | VP OF FINANCE, CFO | 40 | $158,279 | $0 | $29,439 | $187,718 | 1 |
| WENDY EDWARDS | VP OF MARKETING & HR | 40 | $152,743 | $0 | $20,699 | $173,442 | 2 |
| TIM CLOUSE | VP OF INFORMATION TECHNOLOGY | 40 | $144,926 | $0 | $27,198 | $172,124 | 1 |
| PATRICK HUEY | FINANCIAL ADVISOR | 40 | $100,017 | $0 | $13,632 | $113,649 | 2 |
| JAKE JENSEN | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| PATRICK HAGER | BOARD VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| AMANDA OWINGS | BOARD SECRETARY | 2 | $0 | $0 | $0 | $0 | 2 |
| JIM BAGGENSTOS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| GREG CARLSON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| ROGER HEDIGER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN HREN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 2 |
| BOB PEARSON | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOSH ROBERTS | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| LOU BRUNEAU | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $8.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| REGENCE GROUP ADMINISTRATORS | BELLEVUE, WA | HEALTHCARE ADMINISTRATION | $2,840,558 |
| CU COOPERATIVE SYSTEMS INC | RANCHO CUCAMONGA, CA | DEBIT AND CREDT CARD PROCESSING | $2,037,494 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING | $1,568,776 |
| VISA USA INC | LOS ANGELES, CA | DEBIT AND CREDIT CARD PROCESSING | $879,037 |
| FISERV | DALLAS, TX | CORE PROCESSING | $748,166 |
2023 · 5 contractors · $7.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| KIRBY NAGELHOUT CONSTRUCTION COMPANY | BEND, OR | CONSTRUCTION | $2,083,658 |
| HEALTHCARE MANAGEMENT ADMINISTRATORS INC | BELLEVUE, WA | ADMINISTRATION | $1,665,608 |
| CU COOPERATIVE SYSTEMS INC | RANCHO CUCAMONGA, CA | CREDIT CARD ADMIN | $1,483,541 |
| JOHNSON PROJECT SOLUTIONS INC | PORTLAND, OR | CONSTRUCTION | $1,144,619 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING | $1,054,938 |
2022 · 5 contractors · $31.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| KIRBY NAGELHOUT CONSTRUCTION COMPANY | BEND, OR | CONSTRUCTION | $27,130,599 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | DIGITAL AND ONLINE BANKING | $1,608,130 |
| TVA ARCHITECTS INC | PORTLAND, OR | PROFESSIONAL ARCHITECT | $801,856 |
| FTSI | MONROVIA, CA | TECHNOLOGY | $774,469 |
| LOOMIS | PALATINE, IL | CASH TRANSPORT | $654,599 |
2021 · 5 contractors · $12.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| KIRBY NAGELHOUT CONSTRUCTION COMPANY | BEND, OR | CONSTRUCTION | $6,673,605 |
| CITY OF OREGON CITY | OREGON CITY, OR | LOCATION OF NEW BUILDING | $2,522,774 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | DIGITAL AND ONLINE BANKING | $1,606,267 |
| TVA ARCHITECTS INC | PORTLAND, OR | PROFESSIONAL ARCHITECT | $1,127,416 |
| FISERV | DALLAS, TX | CORE PROCESSOR | $698,585 |
2020 · 5 contractors · $4.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| FINANCIAL TECHNOLOGY SOLUTIONS | MONROVIA, CA | DIGITAL AND ONLINE BANKING | $1,305,348 |
| ALKAMI TECHNOLOGY INC | PLANO, TX | DIGITAL AND ONLINE BANKING | $1,162,963 |
| TVA ARCHITECTS INC | PORTLAND, OR | ARCHITECTURAL | $911,609 |
| R&H CONSTRUCTION | PORTLAND, OR | CONSTRUCTION | $689,404 |
| NORDISK SYSTEMS INC | PORTLAND, OR | DIGITAL AND ONLINE BANKING | $658,103 |
2019 · 5 contractors · $3.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ALKAMI TECHNOLOGY INC | PLANO, TX | DIGITAL AND ONLINE BANKING | $889,228 |
| AFFILIATED MEDIA LLC | PORTLAND, OR | MEDIA AND ADVERTISING | $606,232 |
| FISERV INC | GRAPEVINE, TX | MAINTENANCE | $603,021 |
| NORDISK SYSTEMS INC | PORTLAND, OR | DIGITAL AND ONLINE BANKING | $537,039 |
| LOOMIS ARMORED US LLC | HOUSTON, TX | ATM CASH REPLENISHMENT | $519,259 |
2018 · 5 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| ALKAMI TECHNOLOGY INC | PLANO, TX | DIGITAL AND ONLINE BANKING | $760,060 |
| AFFILIATED MEDIA LLC | PORTLAND, OR | MEDIA AND ADVERTISING | $580,365 |
| FISERV INC | GRAPEVINE, TX | MAINTENANCE | $500,279 |
| FINANCIAL TECHNOLOGY SOLUTIONS INTERNATI | MONROVIA, CA | ATM EQUIPMENT AND SOFTWARE | $497,640 |
| LOOMIS ARMORED US LLC | HOUSTON, TX | ATM CASH REPLENISHMENT | $492,654 |
2017 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| ALKAMI TECHNOLOGY INC | PLANO, TX | DIGITAL AND ONLINE BANKING | $715,382 |
| AFFILIATED MEDIA LLC | PORTLAND, OR | MEDIA AND ADVERTISING | $540,043 |
| FISERV INC | PORTLAND, OR | MAINTENANCE | $523,239 |
| NORDISK SYSTEMS INC | MILWAUKIE, OR | MAINTENANCE | $496,530 |
| LOOMIS ARMORED US LLC | PORTLAND, OR | ATM | $398,656 |
2016 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV | Portland, OR | Maintenance Services | $692,654 |
| Loomis | Seattle, WA | ATM CASH SERVICES | $332,213 |
| Equifax | Atlanta, GA | Credit Bureau Reports | $289,093 |
| Integra Telecom | Milwaukee, WI | Maintenance Services | $244,128 |
| Secondary Marketing Resources | Wellesley, MA | Maintenance Services | $227,266 |
2015 · 5 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV | Portland, OR | Maintenance Services | $537,486 |
| Loomis | Seattle, WA | ATM CASH SERVICES | $311,044 |
| Equifax | Atlanta, GA | Credit Bureau Reports | $288,817 |
| Secondary Marketing Resources | Wellesley, MA | Maintenance Services | $227,278 |
| Integra Telecom | Milwaukee, WI | Maintenance Services | $220,714 |
2014 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV | PORTLAND, OR | MAINTENANCE SERVICES | $292,955 |
| LOOMIS | SEATTLE, WA | ATM CASH SERVICES | $287,664 |
| EQUIFAX | ATLANTA, GA | CREDIT BUREAU REPORTS | $216,606 |
| BARRICK CONSULTING LLC | HAPPY VALLEY, OR | MANAGEMENT CONSULTING | $174,000 |
| TERES SOLUTIONS INC | ATLANTA, GA | MAINTENANCE SERVICES | $172,481 |
2013 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| SECONDARY MARKETING RESOURCES | MORTGAGE SALE CONTRACTS | $341,664 | |
| LOOMIS | ATM CASH SERVICES | $268,893 | |
| BARRICK CONSULTING LLC | MANAGEMENT CONSULTING | $209,500 | |
| EQUIFAX | CREDIT BUREAU REPORTS | $204,048 | |
| ONGOING OPERATIONS LLC | BUSINESS CONTINUITY PLANNING | $149,138 |
2012 · 5 contractors · $935K
| Name | Location | Service | Paid |
|---|---|---|---|
| LOOMIS | SEATTLE, WA | ATM CASH SERVICES | $261,860 |
| SECONDARY MARKETING RESOURCES | WELLESLEY, MA | MORTGAGE SALE CONTRACTS | $198,815 |
| ACCOUNTEMPS | LOS ANGELES, CA | CONTRACT LABOR | $177,863 |
| DIEBOLD | PITTSBURGH, PA | ATM MAINTENANCE | $156,526 |
| KGW | DALLAS, TX | TELEVISION ADVERTISING | $139,600 |
2011 · 5 contractors · $838K
| Name | Location | Service | Paid |
|---|---|---|---|
| LOOMIS | SEATTLE, WA | ATM CASH SERVICES | $235,550 |
| R&H CONSTRUCTION | PORTLAND, OR | BRANCH CONSTRUCTION PROJECT | $158,090 |
| EPSKAMP CONSULTING LLC | LAKE OSWEGO, OR | BUSINESS LOAN UNDERWRITING | $156,971 |
| WORKFLOW ONE | PITTSBURGH, PA | PRINTING & MAILING SERVICES | $153,807 |
| SUSAN G ANDERSON | HAPPY VALLEY, OR | CONTRACT UNDERWRITING SERVICES | $133,095 |
2010 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| R&H CONSTRUCTION | PORTLAND, OR | BRANCH CONSTRUCTION PROJECT | $424,829 |
| EPSKAMP CONSULTING LLC | LAKE OSWEGO, OR | BUSINESS LOAN UNDERWRITING | $264,500 |
| EHS DESIGN | SEATTLE, WA | BRANCH CONSTRUCTION PROJECT | $213,660 |
| LOOMIS | SEATTLE, WA | ATM CASH SERVICES | $195,729 |
| WORKFLOW ONE | PITTSBURGH, PA | PRINTING & MAILING SERVICES | $166,976 |
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 · 13 grants to organizations · $192K
Listed grants add up to $191,707; the return's “grants paid” expense line says $301,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 11 grants to organizations · $176K
Listed grants add up to $175,995; the return's “grants paid” expense line says $221,721. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 1 grant to organizations · $10K
Listed grants add up to $10,000; the return's “grants paid” expense line says $51,372. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 8 grants to organizations · $99K
Listed grants add up to $98,809; the return's “grants paid” expense line says $225,883. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 10 grants to organizations · $223K
Listed grants add up to $223,410; the return's “grants paid” expense line says $297,582. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 8 grants to organizations · $154K
Listed grants add up to $153,781; the return's “grants paid” expense line says $272,254. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 12 grants to organizations · $173K
Listed grants add up to $172,674; the return's “grants paid” expense line says $239,652. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 9 grants to organizations · $99K
Listed grants add up to $98,690; the return's “grants paid” expense line says $128,690. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 7 grants to organizations · $72K
Listed grants add up to $71,900; the return's “grants paid” expense line says $108,150. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 8 grants to organizations · $73K
Listed grants add up to $72,815; the return's “grants paid” expense line says $98,065. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 6 grants to organizations · $46K
Listed grants add up to $46,498; the return's “grants paid” expense line says $154,662. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 8 grants to organizations · $72K
Listed grants add up to $71,646; the return's “grants paid” expense line says $139,982. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 4 grants to organizations · $50K
Listed grants add up to $50,037; the return's “grants paid” expense line says $100,902. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 7 grants to organizations · $48K
Listed grants add up to $47,800; the return's “grants paid” expense line says $70,131. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 1 grant to organizations · $6K
Listed grants add up to $6,500; the return's “grants paid” expense line says $29,129. 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 | ||||||||
| $106,120,924 | $108,585,436 | $0 | $0 | $0 | $84,109,576 | $3,495,291 | 326 | 17 |
| 2023 · Form 990 | ||||||||
| $98,680,885 | $94,888,672 | $1,954,971,748 | $217,189,436 | $0 | $76,968,009 | $3,171,940 | 337 | 17 |
| 2022 · Form 990 | ||||||||
| $76,691,076 | $65,042,971 | $1,984,758,504 | $211,352,977 | $0 | $70,565,078 | $4,577,929 | 351 | 15 |
| 2021 · Form 990 | ||||||||
| $72,337,533 | $57,136,313 | $1,980,374,380 | $203,297,620 | $0 | $71,292,805 | $3,431,137 | 260 | 15 |
| 2020 · Form 990 | ||||||||
| $76,433,625 | $63,018,251 | $1,807,081,276 | $188,063,164 | $0 | $71,305,582 | $3,923,488 | 294 | 0 |
| 2019 · Form 990 | ||||||||
| $68,628,894 | $56,906,297 | $1,478,812,305 | $174,379,625 | $0 | $63,741,706 | $2,952,968 | 297 | 15 |
| 2018 · Form 990 | ||||||||
| $67,814,244 | $57,001,316 | $1,426,868,115 | $162,313,430 | $0 | $65,166,328 | $2,528,562 | 281 | 16 |
| 2017 · Form 990 | ||||||||
| $62,640,820 | $53,416,728 | $1,372,660,012 | $151,555,065 | $0 | $59,914,152 | $1,852,513 | 270 | 15 |
| 2016 · Form 990 | ||||||||
| $57,785,809 | $47,327,535 | $1,319,728,290 | $141,936,215 | $0 | $56,252,422 | $1,727,331 | 252 | 13 |
| 2015 · Form 990 | ||||||||
| $53,084,644 | $41,197,257 | $1,226,519,011 | $131,148,815 | $0 | $51,618,045 | $1,704,014 | 239 | 16 |
| 2014 · Form 990 | ||||||||
| $47,923,632 | $37,773,772 | $1,165,974,434 | $119,716,740 | $0 | $45,470,742 | $2,227,799 | 203 | 15 |
| 2013 · Form 990 | ||||||||
| $49,944,238 | $36,587,584 | $1,113,082,112 | $108,678,737 | $0 | $46,926,446 | $2,227,620 | 207 | 15 |
| 2012 · Form 990 | ||||||||
| $45,858,805 | $31,505,342 | $987,827,326 | $96,838,837 | $0 | $42,721,799 | $4,573,839 | 186 | 16 |
| 2011 · Form 990 | ||||||||
| $39,673,225 | $33,635,290 | $864,529,660 | $81,060,204 | $0 | $35,832,261 | $1,558,200 | 168 | 15 |
| 2010 · Form 990 | ||||||||
| $39,882,332 | $32,579,082 | $756,349,275 | $75,460,226 | $0 | $37,070,541 | $1,415,556 | 147 | 15 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- RIVERMARK COMMUNITY CREDIT UNION Oregon City, OR · 13 people in common (Amanda Owings, Bryan Sims, Greg Spear)
- SUNSHINE DIVISION PORTLAND POLICE DEPT Portland, OR · 1 person in common (Keli Myers)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CREDIT UNION 1 | AK | Not reported | $109,427,043 | $93,673,606 | PRESIDENT/CEO | $692,381 | Similar name, revenue within 2x |
| CREDIT UNION 1 | IL | Not reported | $107,315,887 | $103,205,283 | CEO/PRESIDENT/DIRECTOR | $907,650 | Similar name, revenue within 2x |
| IQ CREDIT UNION | WA | Not reported | $128,694,198 | $107,438,006 | PRESIDENT/CEO | $955,096 | Similar name, revenue within 2x |
| AZURA CREDIT UNION | KS | Not reported | $59,124,279 | $56,344,221 | PRESIDENT/CEO | $442,335 | Similar name, revenue within 2x |
| VANTAGE CREDIT UNION | MO | Not reported | $82,141,065 | $76,231,067 | PRESIDENT & CEO | $1,398,202 | Similar name, revenue within 2x |
| CREATE CREDIT UNION | NV | Not reported | $81,894,949 | $68,650,055 | CHIEF EXECUTIVE OFFICER | $527,136 | Similar name, revenue within 2x |
| ALTURA CREDIT UNION | CA | Not reported | $165,827,897 | $146,781,955 | CEO | $1,112,135 | Similar name, revenue within 2x |
| Crane Credit Union | IN | Not reported | $61,770,995 | $49,565,326 | CEO/President | $359,359 | Similar name, revenue within 2x |
| MAX CREDIT UNION | AL | Not reported | $123,834,123 | $100,536,448 | PRESIDENT/CEO | $727,659 | Similar name, revenue within 2x |
| IAA CREDIT UNION | IL | W61 | $25,446,906 | $20,773,180 | CHIEF EXECUTIVE OFFICER | $220,565 | Similar name, revenue within 5x, similar mission |
| ADVIA CREDIT UNION | MI | Not reported | $216,111,117 | $194,591,712 | PRESIDENT/CEO | $1,299,159 | Similar name, revenue within 5x |
| ALIGN CREDIT UNION | MA | Not reported | $30,436,495 | $35,621,456 | PRESIDENT AND CEO | $571,301 | Similar name, revenue within 5x, similar mission |
| ARMCO CREDIT UNION | PA | Not reported | $37,126,237 | $31,410,447 | CEO | $439,601 | Similar name, revenue within 5x |
| SIU CREDIT UNION | IL | Not reported | $32,662,757 | $26,386,035 | PRESIDENT/CEO | $321,462 | Similar name, revenue within 5x |
| UNITED CREDIT UNION | MO | Not reported | $21,639,053 | $17,483,795 | CEO | $341,601 | Similar name, revenue within 5x |
| ADELFI CREDIT UNION | CA | W61 | $35,658,099 | $38,179,006 | Former President CEO | $819,685 | Similar name, revenue within 5x |
| PCM CREDIT UNION | WI | Not reported | $25,086,389 | $21,996,195 | PRESIDENT | $360,917 | Similar name, revenue within 5x |
| COVANTAGE CREDIT UNION | WI | Not reported | $234,381,029 | $210,138,925 | PRESIDENT | $846,549 | Similar name, revenue within 5x |
| ANDIGO CREDIT UNION | IL | Not reported | $43,497,190 | $37,616,202 | Chief Executive Officer | $625,716 | Similar name, revenue within 5x |
| CITY CREDIT UNION | TX | Not reported | $39,765,944 | $39,223,364 | PRESIDENT/CEO (LEFT 10/01/25) | $934,576 | Similar name, revenue within 5x |
| MCT CREDIT UNION | TX | Not reported | $21,743,927 | $20,690,246 | PRESIDENT/CEO | $653,984 | Similar name, revenue within 5x |
| VIA CREDIT UNION | IN | W61 | $31,379,952 | $25,479,380 | PRESIDENT/CEO/TREASURER OF THE BOARD | $309,744 | Similar name, revenue within 5x |
| 802 CREDIT UNION | VT | Not reported | $30,077,912 | $22,207,914 | Exec Director/CEO | $412,150 | Similar name, revenue within 5x |
| UNCLE CREDIT UNION | CA | Not reported | $42,945,421 | $42,153,211 | CEO | $2,594,846 | Similar name, revenue within 5x |
| TRAVIS CREDIT UNION | CA | Not reported | $283,652,476 | $262,963,712 | PRESIDENT/CEO | $1,337,039 | 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 |
|---|---|---|---|---|---|---|
| CAROLINAS CREDIT UNION FOUNDATION INC | DAF sponsor | $40,000 | 1 | 1 | 2025–2025 | SPC CREDIT UNION |
| UNITED WAY OF THE BAY AREA | DAF sponsor | $38,800 | 4 | 1 | 2016–2021 | TRAVIS CREDIT UNION |
| CORNERSTONE CREDIT UNION FOUNDATION | DAF sponsor | $5,882 | 1 | 1 | 2021–2021 | UNITED CREDIT UNION |
| ROBINSON FAMILY FOUNDATION INC | Private foundation | $2,900 | 1 | 1 | 2010–2010 | TCC CREDIT UNION |
| LONG LEWIS FOUNDATION INC | Private foundation | $528 | 1 | 1 | 2024–2024 | MAX CREDIT UNION |
| THE@NUTTER FAMILY FOUNDATION | Private foundation | $500 | 1 | 1 | 2012–2012 | IQ CREDIT UNION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $108,585,436 spent · pay $37,241,160 · grants $301,500 · events $72,822
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $32,767,534 | - | - | - | 30.2% | |
| Other salaries and wages | $23,217,114 | - | - | - | 21.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $10,422,138 | - | - | - | 9.6% |
| Other employee benefits | $5,894,987 | - | - | - | 5.4% | |
| All other expenses | $5,566,326 | - | - | - | 5.1% | |
| Depreciation and depletion | $4,388,499 | - | - | - | 4.0% | |
| Fees: other services | $4,119,261 | - | - | - | 3.8% | |
| Office expenses | $3,809,065 | - | - | - | 3.5% | |
| Pay: officers, directors, trustees, key employees | $3,495,291 | - | - | - | 3.2% | |
| Payroll taxes | $2,545,910 | - | - | - | 2.3% | |
| Occupancy | $2,451,347 | - | - | - | 2.3% | |
| Pension plan contributions | $2,087,858 | - | - | - | 1.9% | |
| Other (as described) | VISA/ATM EXPENSE | $1,872,635 | - | - | - | 1.7% |
| Other (as described) | LENDING EXPENSE | $1,698,516 | - | - | - | 1.6% |
| Information technology | $1,207,326 | - | - | - | 1.1% | |
| Advertising and promotion | $803,214 | - | - | - | 0.7% | |
| Fees: legal | $777,656 | - | - | - | 0.7% | |
| Fees: accounting | $579,274 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $286,750 | - | - | - | 0.3% | |
| Insurance | $246,667 | - | - | - | 0.2% | |
| Royalties | $189,125 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $72,822 | - | - | - | 0.1% | |
| Travel | $71,371 | - | - | - | 0.1% | |
| Grants to US individuals | $14,750 | - | - | - | 0.0% | |
| Total | $108,585,436 | 100% |
2023 · Form 990 · $94,888,672 spent · pay $33,962,933 · grants $221,721 · events $148,304
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $25,755,359 | - | - | - | 27.1% | |
| Other salaries and wages | $21,370,703 | - | - | - | 22.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $8,084,790 | - | - | - | 8.5% |
| Other employee benefits | $5,136,434 | - | - | - | 5.4% | |
| Office expenses | $4,975,441 | - | - | - | 5.2% | |
| Depreciation and depletion | $3,754,964 | - | - | - | 4.0% | |
| All other expenses | $3,292,621 | - | - | - | 3.5% | |
| Other (as described) | VISA/ATM EXPENSE | $3,264,581 | - | - | - | 3.4% |
| Fees: other services | $3,207,481 | - | - | - | 3.4% | |
| Pay: officers, directors, trustees, key employees | $3,171,940 | - | - | - | 3.3% | |
| Occupancy | $2,569,542 | - | - | - | 2.7% | |
| Payroll taxes | $2,339,856 | - | - | - | 2.5% | |
| Pension plan contributions | $1,944,000 | - | - | - | 2.0% | |
| Other (as described) | LENDING EXPENSE | $1,740,214 | - | - | - | 1.8% |
| Advertising and promotion | $1,416,913 | - | - | - | 1.5% | |
| Information technology | $1,241,109 | - | - | - | 1.3% | |
| Fees: legal | $450,030 | - | - | - | 0.5% | |
| Fees: accounting | $353,104 | - | - | - | 0.4% | |
| Insurance | $320,268 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $192,887 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $148,304 | - | - | - | 0.2% | |
| Travel | $91,462 | - | - | - | 0.1% | |
| Royalties | $37,835 | - | - | - | 0.0% | |
| Grants to US individuals | $28,834 | - | - | - | 0.0% | |
| Total | $94,888,672 | 100% |
2022 · Form 990 · $65,042,971 spent · pay $28,333,614 · grants $51,372 · events $299,144
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $16,172,548 | - | - | - | 24.9% | |
| Interest | $8,868,576 | - | - | - | 13.6% | |
| Information technology | $5,141,441 | - | - | - | 7.9% | |
| Pay: officers, directors, trustees, key employees | $4,577,929 | - | - | - | 7.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $4,013,469 | - | - | - | 6.2% |
| Other employee benefits | $3,980,647 | - | - | - | 6.1% | |
| Occupancy | $3,129,954 | - | - | - | 4.8% | |
| Depreciation and depletion | $3,053,321 | - | - | - | 4.7% | |
| Office expenses | $2,905,037 | - | - | - | 4.5% | |
| Payroll taxes | $2,113,894 | - | - | - | 3.2% | |
| All other expenses | $2,101,620 | - | - | - | 3.2% | |
| Advertising and promotion | $2,038,111 | - | - | - | 3.1% | |
| Other (as described) | LENDING EXPENSE | $1,649,656 | - | - | - | 2.5% |
| Other (as described) | VISA/ATM EXPENSE | $1,528,680 | - | - | - | 2.4% |
| Pension plan contributions | $1,488,596 | - | - | - | 2.3% | |
| Fees: other services | $968,950 | - | - | - | 1.5% | |
| Fees: legal | $478,366 | - | - | - | 0.7% | |
| Conferences, conventions and meetings | $299,144 | - | - | - | 0.5% | |
| Insurance | $219,015 | - | - | - | 0.3% | |
| Fees: accounting | $187,456 | - | - | - | 0.3% | |
| Travel | $75,189 | - | - | - | 0.1% | |
| Grants to US individuals | $40,372 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $11,000 | - | - | - | 0.0% | |
| Total | $65,042,971 | 100% |
2021 · Form 990 · $57,136,313 spent · pay $24,195,660 · grants $225,883 · events $171,963
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $14,054,234 | - | - | - | 24.6% | |
| Interest | $9,803,274 | - | - | - | 17.2% | |
| Information technology | $4,872,669 | - | - | - | 8.5% | |
| Other employee benefits | $3,749,404 | - | - | - | 6.6% | |
| Pay: officers, directors, trustees, key employees | $3,431,137 | - | - | - | 6.0% | |
| Occupancy | $2,843,946 | - | - | - | 5.0% | |
| Depreciation and depletion | $2,482,935 | - | - | - | 4.3% | |
| Office expenses | $2,456,431 | - | - | - | 4.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,414,273 | - | - | - | 4.2% |
| Payroll taxes | $1,806,664 | - | - | - | 3.2% | |
| All other expenses | $1,804,079 | - | - | - | 3.2% | |
| Advertising and promotion | $1,731,502 | - | - | - | 3.0% | |
| Other (as described) | LENDING EXPENSE | $1,600,145 | - | - | - | 2.8% |
| Pension plan contributions | $1,154,221 | - | - | - | 2.0% | |
| Other (as described) | VISA/ATM EXPENSE | $1,122,341 | - | - | - | 2.0% |
| Fees: other services | $649,379 | - | - | - | 1.1% | |
| Fees: legal | $360,220 | - | - | - | 0.6% | |
| Grants to US organizations and governments | $187,228 | - | - | - | 0.3% | |
| Insurance | $179,984 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $171,963 | - | - | - | 0.3% | |
| Fees: accounting | $157,180 | - | - | - | 0.3% | |
| Travel | $64,449 | - | - | - | 0.1% | |
| Grants to US individuals | $38,655 | - | - | - | 0.1% | |
| Total | $57,136,313 | 100% |
2020 · Form 990 · $63,018,251 spent · pay $22,718,633 · grants $297,582 · events $99,384
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $13,081,013 | - | - | - | 20.8% | |
| Interest | $12,543,550 | - | - | - | 19.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $8,655,212 | - | - | - | 13.7% |
| Information technology | $4,147,210 | - | - | - | 6.6% | |
| Pay: officers, directors, trustees, key employees | $3,923,488 | - | - | - | 6.2% | |
| Other employee benefits | $3,212,978 | - | - | - | 5.1% | |
| Depreciation and depletion | $2,540,848 | - | - | - | 4.0% | |
| Occupancy | $2,422,945 | - | - | - | 3.8% | |
| Office expenses | $2,070,082 | - | - | - | 3.3% | |
| Other (as described) | LENDING EXPENSE | $2,010,663 | - | - | - | 3.2% |
| Payroll taxes | $1,617,862 | - | - | - | 2.6% | |
| Advertising and promotion | $1,461,229 | - | - | - | 2.3% | |
| All other expenses | $1,405,868 | - | - | - | 2.2% | |
| Other (as described) | VISA/ATM EXPENSE | $1,279,204 | - | - | - | 2.0% |
| Pension plan contributions | $883,292 | - | - | - | 1.4% | |
| Fees: other services | $664,421 | - | - | - | 1.1% | |
| Fees: legal | $325,514 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $247,744 | - | - | - | 0.4% | |
| Insurance | $158,854 | - | - | - | 0.3% | |
| Fees: accounting | $131,572 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $99,384 | - | - | - | 0.2% | |
| Travel | $83,280 | - | - | - | 0.1% | |
| Grants to US individuals | $49,838 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | $2,200 | - | - | - | 0.0% |
| Total | $63,018,251 | 100% |
2019 · Form 990 · $56,906,297 spent · pay $20,263,509 · grants $272,254 · events $288,595
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $13,585,013 | - | - | - | 23.9% | |
| Other salaries and wages | $11,722,930 | - | - | - | 20.6% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $5,238,443 | - | - | - | 9.2% |
| Information technology | $3,263,809 | - | - | - | 5.7% | |
| Other employee benefits | $3,163,317 | - | - | - | 5.6% | |
| Pay: officers, directors, trustees, key employees | $2,952,968 | - | - | - | 5.2% | |
| Office expenses | $2,039,309 | - | - | - | 3.6% | |
| Depreciation and depletion | $2,020,437 | - | - | - | 3.6% | |
| All other expenses | $2,011,083 | - | - | - | 3.5% | |
| Occupancy | $1,813,826 | - | - | - | 3.2% | |
| Other (as described) | VISA/ATM EXPENSE | $1,682,238 | - | - | - | 3.0% |
| Other (as described) | LENDING EXPENSE | $1,495,503 | - | - | - | 2.6% |
| Advertising and promotion | $1,453,471 | - | - | - | 2.6% | |
| Payroll taxes | $1,401,186 | - | - | - | 2.5% | |
| Pension plan contributions | $1,023,108 | - | - | - | 1.8% | |
| Fees: other services | $805,443 | - | - | - | 1.4% | |
| Conferences, conventions and meetings | $288,595 | - | - | - | 0.5% | |
| Fees: legal | $266,528 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $211,097 | - | - | - | 0.4% | |
| Insurance | $165,868 | - | - | - | 0.3% | |
| Fees: accounting | $132,055 | - | - | - | 0.2% | |
| Travel | $105,994 | - | - | - | 0.2% | |
| Grants to US individuals | $61,157 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | $2,919 | - | - | - | 0.0% |
| Total | $56,906,297 | 100% |
2018 · Form 990 · $57,001,316 spent · pay $18,568,749 · grants $239,652 · events $243,770
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $10,964,332 | - | - | - | 19.2% | |
| Interest | $10,039,662 | - | - | - | 17.6% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $8,598,728 | - | - | - | 15.1% |
| Other (as described) | VISA/ATM EXPENSE | $4,607,644 | - | - | - | 8.1% |
| Information technology | $3,408,638 | - | - | - | 6.0% | |
| Other employee benefits | $2,752,445 | - | - | - | 4.8% | |
| Depreciation and depletion | $2,548,687 | - | - | - | 4.5% | |
| Pay: officers, directors, trustees, key employees | $2,528,562 | - | - | - | 4.4% | |
| Occupancy | $1,726,814 | - | - | - | 3.0% | |
| All other expenses | $1,682,135 | - | - | - | 3.0% | |
| Office expenses | $1,434,637 | - | - | - | 2.5% | |
| Advertising and promotion | $1,390,319 | - | - | - | 2.4% | |
| Payroll taxes | $1,301,539 | - | - | - | 2.3% | |
| Other (as described) | LENDING EXPENSE | $1,137,790 | - | - | - | 2.0% |
| Pension plan contributions | $1,021,871 | - | - | - | 1.8% | |
| Fees: other services | $779,596 | - | - | - | 1.4% | |
| Conferences, conventions and meetings | $243,770 | - | - | - | 0.4% | |
| Fees: legal | $198,406 | - | - | - | 0.3% | |
| Insurance | $180,224 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $172,675 | - | - | - | 0.3% | |
| Fees: accounting | $120,315 | - | - | - | 0.2% | |
| Travel | $92,123 | - | - | - | 0.2% | |
| Grants to US individuals | $66,977 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | $3,427 | - | - | - | 0.0% |
| Total | $57,001,316 | 100% |
2017 · Form 990 · $53,416,728 spent · pay $17,195,723 · grants $128,690 · events $232,162
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $10,443,091 | - | - | - | 19.6% | |
| Interest | $9,093,325 | - | - | - | 17.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $7,817,019 | - | - | - | 14.6% |
| Other (as described) | VISA/ATM EXPENSE | $4,318,699 | - | - | - | 8.1% |
| Information technology | $3,459,482 | - | - | - | 6.5% | |
| Other employee benefits | $2,392,826 | - | - | - | 4.5% | |
| Depreciation and depletion | $2,156,383 | - | - | - | 4.0% | |
| Pay: officers, directors, trustees, key employees | $1,852,513 | - | - | - | 3.5% | |
| All other expenses | $1,829,470 | - | - | - | 3.4% | |
| Occupancy | $1,636,951 | - | - | - | 3.1% | |
| Other (as described) | LENDING EXPENSE | $1,362,034 | - | - | - | 2.5% |
| Pension plan contributions | $1,293,435 | - | - | - | 2.4% | |
| Advertising and promotion | $1,268,445 | - | - | - | 2.4% | |
| Office expenses | $1,233,044 | - | - | - | 2.3% | |
| Payroll taxes | $1,213,858 | - | - | - | 2.3% | |
| Fees: other services | $1,068,867 | - | - | - | 2.0% | |
| Conferences, conventions and meetings | $232,162 | - | - | - | 0.4% | |
| Insurance | $230,566 | - | - | - | 0.4% | |
| Fees: legal | $165,460 | - | - | - | 0.3% | |
| Fees: accounting | $114,482 | - | - | - | 0.2% | |
| Travel | $98,961 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $98,690 | - | - | - | 0.2% | |
| Grants to US individuals | $30,000 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | $6,965 | - | - | - | 0.0% |
| Total | $53,416,728 | 100% |
2016 · Form 990 · $47,327,535 spent · pay $15,338,628 · grants $108,150 · events $256,207
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $9,439,669 | - | - | - | 19.9% | |
| Interest | $8,574,835 | - | - | - | 18.1% | |
| Other (as described) | Provision for Loan Loss | $5,393,778 | - | - | - | 11.4% |
| Other (as described) | VISA/ATM Expense | $4,303,850 | - | - | - | 9.1% |
| Information technology | $2,972,610 | - | - | - | 6.3% | |
| Other employee benefits | $2,134,101 | - | - | - | 4.5% | |
| All other expenses | $1,829,257 | - | - | - | 3.9% | |
| Depreciation and depletion | $1,806,147 | - | - | - | 3.8% | |
| Pay: officers, directors, trustees, key employees | $1,727,331 | - | - | - | 3.6% | |
| Other (as described) | Lending Expense | $1,542,215 | - | - | - | 3.3% |
| Occupancy | $1,338,169 | - | - | - | 2.8% | |
| Office expenses | $1,185,908 | - | - | - | 2.5% | |
| Advertising and promotion | $1,072,644 | - | - | - | 2.3% | |
| Payroll taxes | $1,069,438 | - | - | - | 2.3% | |
| Fees: other services | $1,029,931 | - | - | - | 2.2% | |
| Pension plan contributions | $968,089 | - | - | - | 2.0% | |
| Conferences, conventions and meetings | $256,207 | - | - | - | 0.5% | |
| Insurance | $200,105 | - | - | - | 0.4% | |
| Fees: legal | $141,688 | - | - | - | 0.3% | |
| Fees: accounting | $129,825 | - | - | - | 0.3% | |
| Travel | $95,888 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $76,900 | - | - | - | 0.2% | |
| Grants to US individuals | $31,250 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | $7,700 | - | - | - | 0.0% |
| Total | $47,327,535 | 100% |
2015 · Form 990 · $41,197,257 spent · pay $14,018,330 · grants $98,065 · events $208,898
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $8,728,830 | - | - | - | 21.2% | |
| Interest | $8,019,966 | - | - | - | 19.5% | |
| Other (as described) | Provision for Loan Loss | $3,772,897 | - | - | - | 9.2% |
| Information technology | $3,114,736 | - | - | - | 7.6% | |
| Other (as described) | VISA/ATM Expense | $2,648,503 | - | - | - | 6.4% |
| Depreciation and depletion | $1,752,715 | - | - | - | 4.3% | |
| Pay: officers, directors, trustees, key employees | $1,704,014 | - | - | - | 4.1% | |
| Other employee benefits | $1,678,714 | - | - | - | 4.1% | |
| All other expenses | $1,511,621 | - | - | - | 3.7% | |
| Other (as described) | Lending Expense | $1,238,551 | - | - | - | 3.0% |
| Office expenses | $1,167,680 | - | - | - | 2.8% | |
| Occupancy | $1,099,309 | - | - | - | 2.7% | |
| Fees: other services | $1,060,683 | - | - | - | 2.6% | |
| Payroll taxes | $1,010,429 | - | - | - | 2.5% | |
| Advertising and promotion | $999,996 | - | - | - | 2.4% | |
| Pension plan contributions | $896,343 | - | - | - | 2.2% | |
| Conferences, conventions and meetings | $208,898 | - | - | - | 0.5% | |
| Insurance | $135,222 | - | - | - | 0.3% | |
| Fees: legal | $129,022 | - | - | - | 0.3% | |
| Fees: accounting | $111,749 | - | - | - | 0.3% | |
| Travel | $100,539 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $72,815 | - | - | - | 0.2% | |
| Grants to US individuals | $25,250 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | $8,775 | - | - | - | 0.0% |
| Total | $41,197,257 | 100% |
2014 · Form 990 · $37,773,772 spent · pay $12,668,304 · grants $154,662 · events $205,831
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $8,952,044 | - | - | - | 23.7% | |
| Other salaries and wages | $7,160,067 | - | - | - | 19.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,998,221 | - | - | - | 7.9% |
| Information technology | $2,790,610 | - | - | - | 7.4% | |
| Other (as described) | VISA/ATM EXPENSE | $2,250,599 | - | - | - | 6.0% |
| Pay: officers, directors, trustees, key employees | $2,227,799 | - | - | - | 5.9% | |
| Other employee benefits | $1,676,689 | - | - | - | 4.4% | |
| Depreciation and depletion | $1,424,623 | - | - | - | 3.8% | |
| Other (as described) | LENDING EXPENSE | $1,136,966 | - | - | - | 3.0% |
| Office expenses | $1,026,974 | - | - | - | 2.7% | |
| Occupancy | $978,768 | - | - | - | 2.6% | |
| Advertising and promotion | $896,393 | - | - | - | 2.4% | |
| Payroll taxes | $840,635 | - | - | - | 2.2% | |
| Pension plan contributions | $763,114 | - | - | - | 2.0% | |
| All other expenses | $756,990 | - | - | - | 2.0% | |
| Fees: other services | $694,525 | - | - | - | 1.8% | |
| Insurance | $451,457 | - | - | - | 1.2% | |
| Conferences, conventions and meetings | $205,831 | - | - | - | 0.5% | |
| Travel | $180,597 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $129,833 | - | - | - | 0.3% | |
| Fees: accounting | $108,274 | - | - | - | 0.3% | |
| Fees: legal | $82,886 | - | - | - | 0.2% | |
| Fees: lobbying | $27,000 | - | - | - | 0.1% | |
| Grants to US individuals | $24,829 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | -$11,952 | - | - | - | -0.0% |
| Total | $37,773,772 | 100% |
2013 · Form 990 · $36,587,584 spent · pay $11,253,109 · grants $139,982 · events $199,251
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $9,602,758 | - | - | - | 26.2% | |
| Other salaries and wages | $6,212,841 | - | - | - | 17.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $3,389,267 | - | - | - | 9.3% |
| Information technology | $2,284,734 | - | - | - | 6.2% | |
| Pay: officers, directors, trustees, key employees | $2,227,620 | - | - | - | 6.1% | |
| Other (as described) | VISA/ATM EXPENSE | $1,857,333 | - | - | - | 5.1% |
| Other employee benefits | $1,737,054 | - | - | - | 4.7% | |
| All other expenses | $1,446,719 | - | - | - | 4.0% | |
| Depreciation and depletion | $1,272,283 | - | - | - | 3.5% | |
| Other (as described) | LENDING EXPENSE | $1,053,726 | - | - | - | 2.9% |
| Office expenses | $997,648 | - | - | - | 2.7% | |
| Payroll taxes | $808,562 | - | - | - | 2.2% | |
| Occupancy | $800,748 | - | - | - | 2.2% | |
| Insurance | $657,534 | - | - | - | 1.8% | |
| Advertising and promotion | $642,222 | - | - | - | 1.8% | |
| Fees: other services | $564,401 | - | - | - | 1.5% | |
| Pension plan contributions | $267,032 | - | - | - | 0.7% | |
| Conferences, conventions and meetings | $199,251 | - | - | - | 0.5% | |
| Travel | $191,068 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $117,982 | - | - | - | 0.3% | |
| Fees: legal | $106,948 | - | - | - | 0.3% | |
| Fees: accounting | $97,931 | - | - | - | 0.3% | |
| Fees: lobbying | $26,260 | - | - | - | 0.1% | |
| Grants to US individuals | $22,000 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | $3,662 | - | - | - | 0.0% |
| Total | $36,587,584 | 100% |
2012 · Form 990 · $31,505,342 spent · pay $10,330,052 · grants $100,902 · events $302,470
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $8,982,625 | - | - | - | 28.5% | |
| Pay: officers, directors, trustees, key employees | $4,573,839 | - | - | - | 14.5% | |
| Other salaries and wages | $2,614,824 | - | - | - | 8.3% | |
| Information technology | $2,096,024 | - | - | - | 6.7% | |
| Other employee benefits | $1,680,567 | - | - | - | 5.3% | |
| Other (as described) | VISA/ATM EXPENSE | $1,606,917 | - | - | - | 5.1% |
| Other (as described) | LENDING EXPENSE | $1,567,246 | - | - | - | 5.0% |
| Depreciation and depletion | $1,432,674 | - | - | - | 4.5% | |
| All other expenses | $1,044,279 | - | - | - | 3.3% | |
| Office expenses | $871,070 | - | - | - | 2.8% | |
| Occupancy | $771,252 | - | - | - | 2.4% | |
| Payroll taxes | $732,657 | - | - | - | 2.3% | |
| Pension plan contributions | $728,165 | - | - | - | 2.3% | |
| Advertising and promotion | $687,664 | - | - | - | 2.2% | |
| Fees: other services | $659,925 | - | - | - | 2.1% | |
| Other (as described) | NCUA ASSESSMENTS | $520,666 | - | - | - | 1.7% |
| Conferences, conventions and meetings | $302,470 | - | - | - | 1.0% | |
| Travel | $171,641 | - | - | - | 0.5% | |
| Insurance | $154,483 | - | - | - | 0.5% | |
| Fees: legal | $115,846 | - | - | - | 0.4% | |
| Fees: accounting | $85,778 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $80,902 | - | - | - | 0.3% | |
| Fees: lobbying | $20,400 | - | - | - | 0.1% | |
| Grants to US individuals | $20,000 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | -$16,572 | - | - | - | -0.1% |
| Total | $31,505,342 | 100% |
2011 · Form 990 · $33,635,290 spent · pay $8,299,370 · grants $70,131 · events $300,492
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $8,960,972 | - | - | - | 26.6% | |
| Other salaries and wages | $5,137,211 | - | - | - | 15.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $4,290,903 | - | - | - | 12.8% |
| All other expenses | $2,079,670 | - | - | - | 6.2% | |
| Other (as described) | NCUA ASSESSMENTS | $1,906,272 | - | - | - | 5.7% |
| Information technology | $1,749,229 | - | - | - | 5.2% | |
| Pay: officers, directors, trustees, key employees | $1,558,200 | - | - | - | 4.6% | |
| Other (as described) | VISA/ATM EXPENSE | $1,545,301 | - | - | - | 4.6% |
| Depreciation and depletion | $1,407,929 | - | - | - | 4.2% | |
| Office expenses | $828,857 | - | - | - | 2.5% | |
| Occupancy | $795,552 | - | - | - | 2.4% | |
| Payroll taxes | $615,013 | - | - | - | 1.8% | |
| Fees: other services | $584,505 | - | - | - | 1.7% | |
| Pension plan contributions | $528,087 | - | - | - | 1.6% | |
| Advertising and promotion | $472,147 | - | - | - | 1.4% | |
| Other employee benefits | $460,859 | - | - | - | 1.4% | |
| Conferences, conventions and meetings | $300,492 | - | - | - | 0.9% | |
| Insurance | $131,232 | - | - | - | 0.4% | |
| Travel | $105,479 | - | - | - | 0.3% | |
| Fees: legal | $94,856 | - | - | - | 0.3% | |
| Fees: accounting | $67,118 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $53,131 | - | - | - | 0.2% | |
| Fees: lobbying | $20,400 | - | - | - | 0.1% | |
| Grants to US individuals | $17,000 | - | - | - | 0.1% | |
| Other (as described) | TAXES ON UBI | -$75,125 | - | - | - | -0.2% |
| Total | $33,635,290 | 100% |
2010 · Form 990 · $32,579,082 spent · pay $7,484,222 · grants $29,129 · events $241,031
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $9,284,096 | - | - | - | 28.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $4,966,285 | - | - | - | 15.2% |
| Other salaries and wages | $4,419,754 | - | - | - | 13.6% | |
| Other (as described) | NCUA ASSESSMENTS | $1,571,375 | - | - | - | 4.8% |
| Information technology | $1,544,678 | - | - | - | 4.7% | |
| Other (as described) | VISA/ATM EXPENSE | $1,455,075 | - | - | - | 4.5% |
| Pay: officers, directors, trustees, key employees | $1,415,556 | - | - | - | 4.3% | |
| Depreciation and depletion | $1,206,821 | - | - | - | 3.7% | |
| Other (as described) | LENDING EXPENSE | $997,382 | - | - | - | 3.1% |
| Fees: other services | $839,499 | - | - | - | 2.6% | |
| Office expenses | $837,165 | - | - | - | 2.6% | |
| Occupancy | $811,370 | - | - | - | 2.5% | |
| Advertising and promotion | $592,432 | - | - | - | 1.8% | |
| Other employee benefits | $571,369 | - | - | - | 1.8% | |
| Payroll taxes | $542,555 | - | - | - | 1.7% | |
| Pension plan contributions | $534,988 | - | - | - | 1.6% | |
| All other expenses | $435,701 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $241,031 | - | - | - | 0.7% | |
| Fees: legal | $123,172 | - | - | - | 0.4% | |
| Travel | $102,533 | - | - | - | 0.3% | |
| Insurance | $82,751 | - | - | - | 0.3% | |
| Fees: accounting | $69,627 | - | - | - | 0.2% | |
| Fees: lobbying | $20,400 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $19,129 | - | - | - | 0.1% | |
| Grants to US individuals | $10,000 | - | - | - | 0.0% | |
| Other (as described) | TAXES ON UBI | -$115,662 | - | - | - | -0.4% |
| Total | $32,579,082 | 100% |
Trademarks
8 US trademarks, 4 live.
- Advantis Credit Union 8 marks, OR EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| ADVANTIS CREDIT UNION | 98227225 | 2023-10-17 | Registered | TRTYRAP, file of 2026-04-03 |
| ADVANTIS | 98227220 | 2023-10-17 | Registered | TRTYRAP, file of 2026-04-03 |
| ADVANTIS EARLY PAYDAY | 97380397 | 2022-04-25 | Registered | TRTYRAP, file of 2026-04-03 |
| ALLIES FOR GOOD | 90504935 | 2021-02-02 | Registered | TRCFECO2, file of 2024-03-27 |
| BEST FINANCIAL FRIEND | 87668333 | 2017-11-01 | Registration cancelled | TRTYRAP, file of 2026-04-03 |
| BFF BEST FINANCIAL FRIEND | 87668306 | 2017-11-01 | Registration cancelled | TRTYRAP, file of 2026-04-03 |
| ADVANTIS CREDIT UNION | 86715955 | 2015-08-05 | Abandoned | TRCFECO2, file of 2024-03-27 |
| WITH US YOU CAN | 86654934 | 2015-06-08 | Registration cancelled | TRTDXFAP, file of 2026-08-19 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments