VALLEY STRONG CREDIT UNION
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Cite this
Plain text VALLEY STRONG CREDIT UNION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/valley-strong-credit-union-951652797. Retrieved 2026-11-08.
APA furp.org. (n.d.). VALLEY STRONG CREDIT UNION [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 8, 2026, from https://furp.org/org/valley-strong-credit-union-951652797
MLA “VALLEY STRONG CREDIT UNION.” furp.org, tax years 2020–2024, https://furp.org/org/valley-strong-credit-union-951652797. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2020–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $263.7M · expenses $233.4M · assets $3.92B
- Also known as
- KERN SCHOOLS FEDERAL CREDIT UNION
- EIN
- 95-1652797
- Address
- 11500 BOLTHOUSE DR, BAKERSFIELD, CA 93311-8822
- Website
- WWW.VALLEYSTRONG.COM
- NTEE code
- W61 Credit Unions (Public and Societal Benefit) published (IRS Business Master File)
- FURP topic
- domestic violence · women: issues (from its 990 text; the topic index)
- Exempt type
- 501(c)(14): credit union (corporation)
- Ruling date
- September 2021 (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
SEE SCHEDULE OVALLEY STRONG CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, VALLEY STRONG CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
80 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 |
|---|---|---|---|---|---|
| Nicholas Ambrosini | PRESIDENT/CEO | 2020-2024 | $1,559,847 | $6,546,247 | 1 |
| Michael P Duffy Retired | EVP/CHIEF ADVOCACY OFFICER | 2023-2024 | $4,549,220 | $5,570,207 | 1 |
| Steven Matejka | EVP/CHIEF OPERATING OFFICER | 2020-2024 | $961,325 | $4,570,793 | 1 |
| Nora M Stroh Retired | LEGACY AMBASSADOR | 2023-2024 | $1,664,619 | $3,327,279 | 1 |
| Steven G Leiga Retired | VP OF ACCOUNTING | 2023-2024 | $1,649,275 | $2,959,312 | 1 |
| Frank Xiaodong Feng | LICENSED FINANCIAL ADVISOR | 2022-2024 | $1,014,698 | $2,649,141 | 1 |
| Mirella Elizabeth Reznic | EVP/CHIEF STRATEGY OFFICER | 2022-2024 | $1,011,007 | $2,563,803 | 1 |
| Charles Allen Smith | SVP/CHIEF LENDING OFFICER | 2020-2024 | $583,942 | $2,550,838 | 1 |
| Deanna L Blaise | SVP/CHIEF BUSINESS OFFICER | 2020-2024 | $583,629 | $2,359,154 | 1 |
| Mark Manns | SVP/CHIEF HUMAN RESOURCES | 2020-2024 | $495,881 | $2,283,722 | 1 |
| James B Hussey | VP OF WEALTH MANAGEMENT | 2020-2024 | $521,022 | $2,258,988 | 1 |
| Lindsay Reyes | SVP/CFO | 2020-2024 | $591,042 | $2,047,072 | 1 |
| Erin Rickelle Estelle | SVP/CHIEF MARKETING OFFICER | 2022-2024 | $614,741 | $1,640,966 | 1 |
| Chei Whitmore | MARKET PRESIDENT | 2020-2024 | $340,078 | $1,537,654 | 1 |
| Brian Grant Reynolds | VP OF REAL ESTATE LENDING | 2021-2024 | $425,588 | $1,500,076 | 1 |
| Lindsey A Balukoff Strange | SVP/CHIEF RETAIL OFFICER | 2022-2024 | $537,607 | $1,403,560 | 1 |
| Niki Myrto Koimtzoglou | SVP/CHIEF COMPLIANCE OFFICER | 2022-2024 | $430,927 | $1,089,148 | 1 |
| Kathleen Julia Kelly | MARKET PRESIDENT | 2021-2024 | $310,739 | $1,084,166 | 1 |
| Bridget Lynn Johnson | MARKET PRESIDENT | 2021-2024 | $299,374 | $1,053,199 | 1 |
| Joshua Allen Fetting | VP OF CONSUMER LENDING | 2022-2024 | $367,240 | $1,032,308 | 1 |
| Stephen C Roach Retired | SVP/CHIEF DIGITAL OFFICER | 2023-2024 | $599,952 | $980,205 | 1 |
| Richard Neal Sazama | VP OF FACILITIES AND CAPITAL PROJECTS | 2021-2024 | $285,054 | $975,582 | 1 |
| Kevin Michael Lange | VP OF FINANCE AND CAPITAL MARKETS | 2022-2024 | $413,194 | $963,183 | 1 |
| Vanessa L Hudson | DIRECTOR OF BUSINESS LENDI | 2020-2024 | $288,831 | $938,119 | 1 |
| Richard Ramos | LICENSED FINANCIAL ADVISOR | 2021-2024 | $276,727 | $928,571 | 1 |
| Maria L Trancoso | SENIOR BUSINESS BANKING OFFICER | 2020-2024 | $236,926 | $841,317 | 1 |
| Stacy Phelps | VP OF ACCOUNTING | 2021-2024 | $239,411 | $835,165 | 1 |
| Susan Mays | HEAD OF RETAIL OPERATIONS | 2022-2024 | $207,623 | $648,878 | 1 |
| Christopher C Trivers | VP SALESFORCE ENTERPRISE | 2023-2024 | $366,253 | $638,804 | 1 |
| Shira B Spector | VP OF BUSINESS STRATEGY & INSIGHT | 2023-2024 | $287,665 | $537,670 | 1 |
| Eric Steinback | SENIOR BUSINESS BANKING OF | 2023-2024 | $252,811 | $520,523 | 1 |
| Nishant Jain | VP OF ENGINEERING | 2023-2024 | $227,379 | $459,731 | 1 |
| Kevin Lee Emperger-Landel | SVP/CHIEF TECH OFFICER | 2023-2024 | $224,603 | $452,888 | 1 |
| Christopher J Mcgown | DIRECTOR OF FACILITIES | 2023-2024 | $218,603 | $428,642 | 1 |
| Edward Keelin Jr | IT GOVERNANCE MANAGER | 2024 | $306,611 | $306,611 | 1 |
| Nilendu Saha | SVP/CHIEF TECH OFFICER | 2024 | $276,805 | $276,805 | 1 |
| Kyle Duey | DIRECTOR OF CONSUMER LENDING SALES AND SERVIC | 2024 | $246,718 | $246,718 | 1 |
| Maricruz Rainey | DIRECTOR OF COMPLIANCE | 2024 | $213,077 | $213,077 | 1 |
| Christina Ann Trayers | VP OF PRODUCT AND DIGITAL SOLUTIONS | 2024 | $203,610 | $203,610 | 1 |
| Dr Bryon Schaefer | 1ST VICE CHAIRMAN | 2021-2024 | $6,142 | $9,018 | 1 |
| Tenielle Tensley | SUPV CMTE MEMBER | 2020-2024 | $1,862 | $6,647 | 1 |
| Ramon Hendrix | SUPV CMTE MEMBER | 2020-2024 | $3,525 | $6,446 | 1 |
| Valencia Jones | 2ND VICE CHAIRMAN | 2022-2024 | $2,208 | $5,980 | 4 |
| Mark Moreno | BOARD MEMBER | 2021-2024 | $1,626 | $5,495 | 2 |
| Troy Fringer | SUPV CMTE CHAIR | 2020-2024 | $808 | $4,069 | 1 |
| Joanne Mills | BOARD MEMBER | 2020-2024 | $810 | $2,991 | 1 |
| Dennis Scott | TREASURER | 2020-2024 | $1,165 | $2,531 | 1 |
| Stephen P Renock Iv Former (former) | PRESIDENT/CEO | 2021 | $3,296,471 | $3,296,471 | 1 |
| Stephen P Renock Iv (former) | PRESIDENT/CEO | 2020 | $2,485,205 | $2,485,205 | 1 |
| Stephen C Roach (former) | SVP/CHIEF DIGITAL OFFICER | 2020-2022 | $499,988 | $1,407,749 | 1 |
| Shonna Shearson (former) | SVP OF OPERATIONS | 2020-2023 | $261,009 | $1,347,328 | 1 |
| Kevin Mccloskey (former) | DIRECTOR OF IT DEVELOPMENT | 2020-2023 | $465,721 | $1,179,755 | 1 |
| Michael P Duffy (former) | EVP/CHIEF ADVOCACY OFFICER | 2022 | $1,088,045 | $1,088,045 | 1 |
| Michael George Former (former) | SVP/CHIEF MARKETING INNOVATION & ADVOCACY OFFICER | 2020 | $939,940 | $939,940 | 1 |
| Amie J Hale (former) | VP OF EPMO AND M&A | 2020-2023 | $183,655 | $812,689 | 1 |
| Christopher Hanson (former) | VP OF DATA OFFICE/ADVANCED ANALYTICS | 2020-2022 | $241,833 | $667,181 | 1 |
| Lee Jacobs (former) | VP OF INFORMATION TECHNOLOGY | 2020-2022 | $248,256 | $663,866 | 1 |
| Nora Stroh (former) | LEGACY AMBASSADOR | 2021-2022 | $361,814 | $581,493 | 3 |
| Steven G Leiga (former) | VP OF ACCOUNTING | 2021-2022 | $354,748 | $571,868 | 1 |
| Cornelius R Marshall Former (former) | SVP/CHIEF RETAIL OFFICER | 2021 | $440,718 | $440,718 | 1 |
| Rudy Tafoya Former (former) | SVP CHIEF LENDING OFFICER | 2020 | $426,772 | $426,772 | 1 |
| James Lawitz (former) | VP OF CULTURE AND COMMUNICATIONS | 2021-2022 | $214,508 | $401,416 | 1 |
| Robyn R Potter (former) | DIRECTOR OF HOME LOAN CENTER | 2021-2022 | $224,804 | $399,608 | 1 |
| David James Rainwater (former) | SENIOR PROJECT MANAGER | 2022 | $362,747 | $362,747 | 1 |
| Amanda Joan Verstl (former) | HUMAN RESOURCES MANAGER | 2022 | $353,542 | $353,542 | 1 |
| Clifford Joseph (former) | SENIOR AUTOMATION SPECIALIST | 2020-2021 | $174,986 | $345,049 | 1 |
| Herbert Siegers (former) | DIRECTOR OF ADMINISTRATIVE SERVICES | 2020-2021 | $171,308 | $331,080 | 1 |
| Hena Raina Bhat (former) | SVP/CHIEF TECHNOLOGY OFFICER | 2022 | $325,398 | $325,398 | 1 |
| Renee Killion (former) | DIRECTOR OF MARKETING | 2022 | $294,748 | $294,748 | 1 |
| Aaron Lee Williamson (former) | SENIOR BUSINESS BANKING OFFICER | 2023 | $238,202 | $238,202 | 1 |
| Timothy Spencer (former) | VP OF LENDING | 2020 | $233,809 | $233,809 | 1 |
| Elizabeth Mirella Reznic (former) | CHIEF STRATEGY OFFICER | 2021 | $202,015 | $202,015 | 1 |
| Faiyaz Elahi (former) | PRODUCT MANAGER OF CONSUMER LENDING | 2022 | $196,329 | $196,329 | 1 |
| Jakhara Tandy (former) | BSA DIRECTOR/OFFICER | 2023 | $185,068 | $185,068 | 1 |
| Retha Cameron Former (former) | COMPLIANCE OFFICER | 2021 | $184,021 | $184,021 | 1 |
| Cheri Plett (former) | DIRECTOR OF ORGANIZATIONAL DEVELOPMENT | 2021 | $176,749 | $176,749 | 1 |
| Michael H Shoemaker Former (former) | VP IT | 2021 | $159,205 | $159,205 | 1 |
| Retha Cameron (former) | COMPLIANCE OFFICER | 2020 | $156,145 | $156,145 | 1 |
| Michael S Warrell Former (former) | MARKET PRESIDENT | 2021 | $154,720 | $154,720 | 1 |
| Dr Byron Schaefer (former) | DIRECTOR | 2020 | $700 | $700 | 1 |
Officers and directors, no compensation reported
11 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 |
|---|---|---|---|---|---|
| Dr S William Bruce | BOARD CHAIRPERSON | 2020-2024 | 3 | $0 reported | 1 |
| Marilyn Jones | SECRETARY | 2020-2024 | 3 | $0 reported | 1 |
| Joe Drew | BOARD MEMBER | 2020-2024 | 2 | $0 reported | 1 |
| Mike Kileen | BOARD MEMBER | 2020-2024 | 2 | $0 reported | 1 |
| Carl Ba Lange Iii | BOARD MEMBER | 2020-2024 | 2 | $0 reported | 1 |
| Dr Larry Reider | BOARD MEMBER | 2020-2024 | 2 | $0 reported | 1 |
| Dr James Fillbrandt (former) | BOARD MEMBER | 2020-2022 | 2 | $0 reported | 1 |
| Dan Shannon (former) | SPVE CMTE MEMBER | 2020-2022 | 2 | $0 reported | 1 |
| Doug Miller (former) | SPVE CMTE MEMBER | 2020-2022 | 2 | $0 reported | 1 |
| Ken Gragg (former) | SPVE CMTE MEMBER | 2020-2022 | 2 | $0 reported | 1 |
| Valenia Jones (former) | BOARD MEMBER | 2021 | 2 | $0 reported | 1 |
People by year
2024 · 53 people listed · 47 paid, $23.9M · 696 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MICHAEL P DUFFY RETIRED | EVP/CHIEF ADVOCACY OFFICER | 0 | $4,465,260 | $0 | $83,960 | $4,549,220 | 1 |
| NORA M STROH RETIRED | LEGACY AMBASSADOR | 0 | $1,601,812 | $0 | $62,807 | $1,664,619 | 1 |
| STEVEN G LEIGA RETIRED | VP OF ACCOUNTING | 0 | $1,565,315 | $0 | $83,960 | $1,649,275 | 1 |
| NICHOLAS AMBROSINI | PRESIDENT/CEO | 40 | $1,475,711 | $0 | $84,136 | $1,559,847 | 1 |
| FRANK XIAODONG FENG | LICENSED FINANCIAL ADVISOR | 40 | $1,005,110 | $0 | $9,588 | $1,014,698 | 1 |
| MIRELLA ELIZABETH REZNIC | EVP/CHIEF STRATEGY OFFICER | 40 | $958,430 | $0 | $52,577 | $1,011,007 | 1 |
| STEVEN MATEJKA | EVP/CHIEF OPERATING OFFICER | 40 | $908,495 | $0 | $52,830 | $961,325 | 1 |
| ERIN RICKELLE ESTELLE | SVP/CHIEF MARKETING OFFICER | 40 | $538,738 | $0 | $76,003 | $614,741 | 1 |
| STEPHEN C ROACH RETIRED | SVP/CHIEF DIGITAL OFFICER | 0 | $525,276 | $0 | $74,676 | $599,952 | 1 |
| LINDSAY REYES | SVP/CFO | 40 | $508,591 | $0 | $82,451 | $591,042 | 1 |
| CHARLES ALLEN SMITH | SVP/CHIEF LENDING OFFICER | 40 | $543,802 | $0 | $40,140 | $583,942 | 1 |
| DEANNA L BLAISE | SVP/CHIEF BUSINESS OFFICER | 40 | $508,047 | $0 | $75,582 | $583,629 | 1 |
| LINDSEY A BALUKOFF STRANGE | SVP/CHIEF RETAIL OFFICER | 40 | $528,421 | $0 | $9,186 | $537,607 | 1 |
| JAMES B HUSSEY | VP OF WEALTH MANAGEMENT | 40 | $437,969 | $0 | $83,053 | $521,022 | 1 |
| MARK MANNS | SVP/CHIEF HUMAN RESOURCES | 40 | $448,988 | $0 | $46,893 | $495,881 | 1 |
| NIKI MYRTO KOIMTZOGLOU | SVP/CHIEF COMPLIANCE OFFICER | 40 | $346,621 | $0 | $84,306 | $430,927 | 1 |
| BRIAN GRANT REYNOLDS | VP OF REAL ESTATE LENDING | 40 | $406,965 | $0 | $18,623 | $425,588 | 1 |
| KEVIN MICHAEL LANGE | VP OF FINANCE AND CAPITAL MARKETS | 40 | $335,655 | $0 | $77,539 | $413,194 | 1 |
| JOSHUA ALLEN FETTING | VP OF CONSUMER LENDING | 40 | $312,280 | $0 | $54,960 | $367,240 | 1 |
| CHRISTOPHER C TRIVERS | VP SALESFORCE ENTERPRISE | 40 | $285,710 | $0 | $80,543 | $366,253 | 1 |
| CHEI WHITMORE | MARKET PRESIDENT | 40 | $264,626 | $0 | $75,452 | $340,078 | 1 |
| KATHLEEN JULIA KELLY | MARKET PRESIDENT | 40 | $259,391 | $0 | $51,348 | $310,739 | 1 |
| EDWARD KEELIN JR | IT GOVERNANCE MANAGER | 40 | $300,279 | $0 | $6,332 | $306,611 | 1 |
| BRIDGET LYNN JOHNSON | MARKET PRESIDENT | 40 | $236,221 | $0 | $63,153 | $299,374 | 1 |
| VANESSA L HUDSON | DIRECTOR OF BUSINESS LENDI | 40 | $216,537 | $0 | $72,294 | $288,831 | 1 |
| SHIRA B SPECTOR | VP OF BUSINESS STRATEGY & INSIGHT | 40 | $271,480 | $0 | $16,185 | $287,665 | 1 |
| RICHARD NEAL SAZAMA | VP OF FACILITIES AND CAPITAL PROJECTS | 40 | $275,274 | $0 | $9,780 | $285,054 | 1 |
| NILENDU SAHA | SVP/CHIEF TECH OFFICER | 40 | $260,100 | $0 | $16,705 | $276,805 | 1 |
| RICHARD RAMOS | LICENSED FINANCIAL ADVISOR | 40 | $267,423 | $0 | $9,304 | $276,727 | 1 |
| ERIC STEINBACK | SENIOR BUSINESS BANKING OF | 40 | $230,086 | $0 | $22,725 | $252,811 | 1 |
| KYLE DUEY | DIRECTOR OF CONSUMER LENDING SALES AND SERVIC | 40 | $234,887 | $0 | $11,831 | $246,718 | 1 |
| STACY PHELPS | VP OF ACCOUNTING | 40 | $225,500 | $0 | $13,911 | $239,411 | 1 |
| MARIA L TRANCOSO | SENIOR BUSINESS BANKING OFFICER | 40 | $226,270 | $0 | $10,656 | $236,926 | 1 |
| NISHANT JAIN | VP OF ENGINEERING | 40 | $183,000 | $0 | $44,379 | $227,379 | 1 |
| KEVIN LEE EMPERGER-LANDEL | SVP/CHIEF TECH OFFICER | 40 | $188,723 | $0 | $35,880 | $224,603 | 1 |
| CHRISTOPHER J MCGOWN | DIRECTOR OF FACILITIES | 40 | $187,305 | $0 | $31,298 | $218,603 | 1 |
| MARICRUZ RAINEY | DIRECTOR OF COMPLIANCE | 40 | $181,681 | $0 | $31,396 | $213,077 | 1 |
| SUSAN MAYS | HEAD OF RETAIL OPERATIONS | 40 | $180,521 | $0 | $27,102 | $207,623 | 1 |
| CHRISTINA ANN TRAYERS | VP OF PRODUCT AND DIGITAL SOLUTIONS | 40 | $194,085 | $0 | $9,525 | $203,610 | 1 |
| DR BRYON SCHAEFER | 1ST VICE CHAIRMAN | 3 | $6,142 | $0 | $0 | $6,142 | 1 |
| RAMON HENDRIX | SUPV CMTE MEMBER | 2 | $3,525 | $0 | $0 | $3,525 | 1 |
| VALENCIA JONES | 2ND VICE CHAIRMAN | 3 | $2,208 | $0 | $0 | $2,208 | 4 |
| TENIELLE TENSLEY | SUPV CMTE MEMBER | 2 | $1,862 | $0 | $0 | $1,862 | 1 |
| MARK MORENO | BOARD MEMBER | 2 | $1,626 | $0 | $0 | $1,626 | 2 |
| DENNIS SCOTT | TREASURER | 3 | $1,165 | $0 | $0 | $1,165 | 1 |
| JOANNE MILLS | BOARD MEMBER | 2 | $810 | $0 | $0 | $810 | 1 |
| TROY FRINGER | SUPV CMTE CHAIR | 3 | $808 | $0 | $0 | $808 | 1 |
| DR S WILLIAM BRUCE | BOARD CHAIRPERSON | 3 | $0 | $0 | $0 | $0 | 1 |
| MARILYN JONES | SECRETARY | 3 | $0 | $0 | $0 | $0 | 1 |
| JOE DREW | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MIKE KILEEN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| CARL BA LANGE III | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR LARRY REIDER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 53 people listed · 47 paid, $18.5M · 717 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NORA M STROH RETIRED | LEGACY AMBASSADOR | 40 | $1,606,131 | $0 | $56,529 | $1,662,660 | 1 |
| NICHOLAS AMBROSINI | PRESIDENT/CEO | 40 | $1,368,064 | $0 | $74,311 | $1,442,375 | 1 |
| STEVEN G LEIGA RETIRED | VP OF ACCOUNTING | 40 | $1,219,538 | $0 | $90,499 | $1,310,037 | 1 |
| MICHAEL P DUFFY RETIRED | EVP/CHIEF ADVOCACY OFFICER | 40 | $925,280 | $0 | $95,707 | $1,020,987 | 1 |
| STEVEN MATEJKA | EVP/COO | 40 | $829,791 | $0 | $63,849 | $893,640 | 1 |
| FRANK XIAODONG FENG | FINANCIAL SERVICES PROFESSIONAL | 40 | $857,990 | $0 | $6,776 | $864,766 | 1 |
| MIRELLA ELIZABETH REZNIC | EVP/CHIEF STRATEGY OFFICER | 40 | $712,359 | $0 | $63,665 | $776,024 | 1 |
| CHARLES ALLEN SMITH | SVP/CHIEF LENDING OFFICER | 40 | $531,522 | $0 | $37,994 | $569,516 | 1 |
| DEANNA L BLAISE | SVP OF MEMBER BUSINESS SERVICES | 40 | $465,947 | $0 | $72,050 | $537,997 | 1 |
| ERIN RICKELLE ESTELLE | SVP/CHIEF MARKETING OFFICER | 40 | $464,973 | $0 | $71,748 | $536,721 | 1 |
| LINDSEY A BALUKOFF STRANGE | SVP/CHIEF RETAIL OFFICER | 40 | $518,010 | $0 | $9,116 | $527,126 | 1 |
| MARK MANNS | SVP/CHIEF HUMAN RESOURCES OFFICER | 40 | $459,674 | $0 | $38,049 | $497,723 | 1 |
| LINDSAY REYES | SVP/CFO | 40 | $440,277 | $0 | $54,847 | $495,124 | 1 |
| JAMES B HUSSEY | VP OF WEALTH MANAGEMENT | 40 | $397,749 | $0 | $78,138 | $475,887 | 1 |
| KEVIN MCCLOSKEY | DIRECTOR OF IT DEVELOPMENT | 40 | $392,106 | $0 | $73,615 | $465,721 | 1 |
| BRIAN GRANT REYNOLDS | VP OF REAL ESTATE LENDING | 40 | $381,039 | $0 | $65,602 | $446,641 | 1 |
| STEPHEN C ROACH RETIRED | SVP/CHIEF DIGITAL OFFICER | 40 | $309,371 | $0 | $70,882 | $380,253 | 1 |
| JOSHUA ALLEN FETTING | VP OF CONSUMER LENDING | 40 | $294,372 | $0 | $51,715 | $346,087 | 1 |
| NIKI MYRTO KOIMTZOGLOU | SVP/CHIEF COMPLIANCE OFFICER | 40 | $334,586 | $0 | $10,591 | $345,177 | 1 |
| CHEI WHITMORE | MARKET PRESIDENT | 40 | $246,631 | $0 | $70,525 | $317,156 | 1 |
| KEVIN MICHAEL LANGE | DIRECTOR OF CAPITAL MARKETS | 40 | $220,986 | $0 | $71,919 | $292,905 | 1 |
| KATHLEEN JULIA KELLY | MARKET PRESIDENT | 40 | $230,923 | $0 | $45,945 | $276,868 | 1 |
| BRIDGET LYNN JOHNSON | MARKET PRESIDENT | 40 | $226,925 | $0 | $47,050 | $273,975 | 1 |
| CHRISTOPHER C TRIVERS | VP SALESFORCE ENTERPRISE | 40 | $208,639 | $0 | $63,912 | $272,551 | 1 |
| RICHARD NEAL SAZAMA | HEAD OF FACILITIES & CAPITAL PROJECTS | 40 | $258,707 | $0 | $10,158 | $268,865 | 1 |
| ERIC STEINBACK | SENIOR BUSINESS BANKING OFFICER | 40 | $196,715 | $0 | $70,997 | $267,712 | 1 |
| SHONNA SHEARSON | SVP OF OPERATIONS | 40 | $256,084 | $0 | $4,925 | $261,009 | 1 |
| VANESSA L HUDSON | DIRECTOR OF BUSINESS LENDING | 40 | $185,603 | $0 | $68,479 | $254,082 | 1 |
| SHIRA B SPECTOR | VP OF DATA OFFICE/ADVANCED ANALYTICS | 40 | $236,487 | $0 | $13,518 | $250,005 | 1 |
| AARON LEE WILLIAMSON | SENIOR BUSINESS BANKING OFFICER | 40 | $193,914 | $0 | $44,288 | $238,202 | 1 |
| RICHARD RAMOS | FINANCIAL SERVICES PROFESSIONAL | 40 | $225,985 | $0 | $11,723 | $237,708 | 1 |
| NISHANT JAIN | VP OF ENGINEERING | 40 | $184,699 | $0 | $47,653 | $232,352 | 1 |
| KEVIN LEE EMPERGER-LANDEL | SVP/CHIEF TECH OFFICER (RETIRED) | 40 | $186,831 | $0 | $41,454 | $228,285 | 1 |
| MARIA L TRANCOSO | SENIOR BUSINESS BANKING OFFICER | 40 | $208,267 | $0 | $12,630 | $220,897 | 1 |
| STACY PHELPS | VP OF ACCOUNTING/CONTROLLER | 40 | $205,559 | $0 | $12,314 | $217,873 | 1 |
| SUSAN MAYS | HEAD OF RETAIL OPERATIONS | 40 | $190,806 | $0 | $25,736 | $216,542 | 1 |
| CHRISTOPHER J MCGOWN | DIRECTOR OF FACILITIES | 40 | $181,208 | $0 | $28,831 | $210,039 | 1 |
| JAKHARA TANDY | BSA DIRECTOR/OFFICER | 40 | $170,155 | $0 | $14,913 | $185,068 | 1 |
| AMIE J HALE | VP OF EPMO AND M&A | 40 | $174,239 | $0 | $9,416 | $183,655 | 1 |
| DR BRYON SCHAEFER | 1ST VICE CHAIRMAN | 3 | $2,876 | $0 | $0 | $2,876 | 1 |
| VALENCIA JONES | SECRETARY | 3 | $2,797 | $0 | $0 | $2,797 | 4 |
| TENIELLE TENSLEY | SUPV CMTE MEMBER | 2 | $2,773 | $0 | $0 | $2,773 | 1 |
| JOANNE MILLS | TREASURER | 3 | $2,181 | $0 | $0 | $2,181 | 1 |
| MARK MORENO | BOARD MEMBER | 2 | $2,166 | $0 | $0 | $2,166 | 2 |
| RAMON HENDRIX | SUPV CMTE MEMBER | 2 | $1,805 | $0 | $0 | $1,805 | 1 |
| DR DENNIS SCOTT | 2ND VICE CHAIRMAN | 3 | $1,366 | $0 | $0 | $1,366 | 1 |
| TROY FRINGER | SUPV CMTE CHAIR | 3 | $875 | $0 | $0 | $875 | 1 |
| JOE DREW | BOARD CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| DR S WILLIAM BRUCE | BOARD MEMBER | 3 | $0 | $0 | $0 | $0 | 1 |
| MARILYN JONES | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MIKE KILEEN | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| CARL BA LANGE III | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR LARRY REIDER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 56 people listed · 42 paid, $15.8M · 793 employees · 18 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NICHOLAS AMBROSINI | PRESIDENT/CEO | 45 | $1,273,801 | $0 | $71,747 | $1,345,548 | 1 |
| MICHAEL P DUFFY | EVP/CHIEF ADVOCACY OFFICER | 45 | $1,004,706 | $0 | $83,339 | $1,088,045 | 1 |
| STEVEN MATEJKA | EVP/COO | 45 | $801,278 | $0 | $45,874 | $847,152 | 1 |
| MIRELLA ELIZABETH REZNIC | EVP/CHIEF STRATEGY OFFICER | 45 | $731,082 | $0 | $45,690 | $776,772 | 1 |
| FRANK XIAODONG FENG | FINANCIAL SERVICES PROFESSIONAL | 45 | $751,614 | $0 | $18,063 | $769,677 | 1 |
| CHARLES ALLEN SMITH | SVP/CHIEF LENDING OFFICER | 45 | $513,958 | $0 | $35,305 | $549,263 | 1 |
| DEANNA L BLAISE | SVP OF MEMBER BUSINESS SERVICES | 45 | $439,629 | $0 | $67,247 | $506,876 | 1 |
| STEPHEN C ROACH | SVP/CHIEF DIGITAL OFFICER | 45 | $428,151 | $0 | $71,837 | $499,988 | 1 |
| ERIN RICKELLE ESTELLE | SVP/CHIEF MARKETING OFFICER | 45 | $423,959 | $0 | $65,545 | $489,504 | 1 |
| JAMES B HUSSEY | VP OF WEALTH MANAGEMENT | 45 | $402,655 | $0 | $70,247 | $472,902 | 1 |
| MARK MANNS | SVP/CHIEF HUMAN RESOURCES OFFICER | 45 | $439,712 | $0 | $13,766 | $453,478 | 1 |
| BRIAN GRANT REYNOLDS | VP OF REAL ESTATE LENDING | 45 | $374,098 | $0 | $65,883 | $439,981 | 1 |
| SHONNA SHEARSON | SVP OF OPERATIONS | 45 | $421,575 | $0 | $12,678 | $434,253 | 1 |
| LINDSAY REYES | SVP/CFO | 45 | $382,009 | $0 | $50,649 | $432,658 | 1 |
| DAVID JAMES RAINWATER | SENIOR PROJECT MANAGER | 45 | $344,579 | $0 | $18,168 | $362,747 | 1 |
| NORA M STROH | LEGACY AMBASSADOR | 45 | $302,546 | $0 | $59,268 | $361,814 | 3 |
| STEVEN G LEIGA | VP OF ACCOUNTING | 45 | $269,728 | $0 | $85,020 | $354,748 | 1 |
| AMANDA JOAN VERSTL | HUMAN RESOURCES MANAGER | 45 | $343,501 | $0 | $10,041 | $353,542 | 1 |
| LINDSEY A BALUKOFF STRANGE | SVP/CHIEF RETAIL OFFICER | 45 | $333,448 | $0 | $5,379 | $338,827 | 1 |
| HENA RAINA BHAT | SVP/CHIEF TECHNOLOGY OFFICER | 45 | $302,145 | $0 | $23,253 | $325,398 | 1 |
| JOSHUA ALLEN FETTING | VP OF CONSUMER LENDING | 45 | $265,494 | $0 | $53,487 | $318,981 | 1 |
| CHEI WHITMORE | MARKET PRESIDENT | 45 | $252,573 | $0 | $65,075 | $317,648 | 1 |
| NIKI MYRTO KOIMTZOGLOU | SVP/CHIEF COMPLIANCE OFFICER | 45 | $303,729 | $0 | $9,315 | $313,044 | 1 |
| RENEE KILLION | DIRECTOR OF MARKETING | 45 | $245,207 | $0 | $49,541 | $294,748 | 1 |
| KATHLEEN JULIA KELLY | MARKET PRESIDENT | 45 | $230,688 | $0 | $40,776 | $271,464 | 1 |
| BRIDGET LYNN JOHNSON | MARKET PRESIDENT | 45 | $225,593 | $0 | $43,707 | $269,300 | 1 |
| KEVIN MCCLOSKEY | DIRECTOR OF IT DEVELOPMENT | 45 | $196,536 | $0 | $64,677 | $261,213 | 1 |
| KEVIN MICHAEL LANGE | DIRECTOR OF CAPITAL MARKETS | 45 | $193,464 | $0 | $63,620 | $257,084 | 1 |
| LEE JACOBS | VP OF INFORMATION TECHNOLOGY | 45 | $235,445 | $0 | $12,811 | $248,256 | 1 |
| AMIE J HALE | VP OF EPMO AND M&A | 45 | $234,846 | $0 | $12,311 | $247,157 | 1 |
| CHRISTOPHER HANSON | VP OF DATA OFFICE/ADVANCED ANALYTICS | 45 | $234,568 | $0 | $7,265 | $241,833 | 1 |
| RICHARD NEAL SAZAMA | HEAD OF FACILITIES & CAPITAL PROJECTS | 45 | $227,753 | $0 | $10,915 | $238,668 | 1 |
| ROBYN R POTTER | DIRECTOR OF HOME LOAN CENTER | 45 | $190,964 | $0 | $33,840 | $224,804 | 1 |
| SUSAN MAYS | HEAD OF RETAIL OPERATIONS | 45 | $198,451 | $0 | $26,262 | $224,713 | 1 |
| RICHARD RAMOS | FINANCIAL SERVICES PROFESSIONAL | 45 | $209,285 | $0 | $10,250 | $219,535 | 1 |
| JAMES LAWITZ | VP OF CULTURE AND COMMUNICATIONS | 45 | $200,108 | $0 | $14,400 | $214,508 | 1 |
| STACY PHELPS | VP OF ACCOUNTING | 45 | $201,264 | $0 | $11,866 | $213,130 | 1 |
| FAIYAZ ELAHI | PRODUCT MANAGER OF CONSUMER LENDING | 45 | $196,329 | $0 | $0 | $196,329 | 1 |
| MARK MORENO | BOARD MEMBER | 3 | $1,703 | $0 | $0 | $1,703 | 2 |
| TROY FRINGER | SPVE CMTE CHAIR | 2 | $1,608 | $0 | $0 | $1,608 | 1 |
| TENIELLE TENSLEY | SPVE CMTE MEMBER | 2 | $1,163 | $0 | $0 | $1,163 | 1 |
| VALENCIA JONES | BOARD MEMBER | 2 | $975 | $0 | $0 | $975 | 4 |
| DR LARRY REIDER | BOARD CHAIRPERSON | 3 | $0 | $0 | $0 | $0 | 1 |
| MIKE KILEEN | 1ST VICE CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| CARL BA LANGE III | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| JOANNE MILLS | SECRETARY | 3 | $0 | $0 | $0 | $0 | 1 |
| JOE DREW | BOARD MEMBER | 3 | $0 | $0 | $0 | $0 | 1 |
| DR S WILLIAM BRUCE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARILYN JONES | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR DENNIS SCOTT | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR JAMES FILLBRANDT | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR BRYON SCHAEFER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DAN SHANNON | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DOUG MILLER | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| KEN GRAGG | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| RAMON HENDRIX | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 53 people listed · 38 paid, $13.5M · 700 employees · 18 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN P RENOCK IV FORMER | PRESIDENT/CEO | 40 | $3,246,433 | $0 | $50,038 | $3,296,471 | 1 |
| NICHOLAS AMBROSINI | PRESIDENT/CEO | 40 | $1,297,309 | $0 | $50,038 | $1,347,347 | 1 |
| STEVEN MATEJKA | EVP/COO | 40 | $753,849 | $0 | $31,949 | $785,798 | 1 |
| CHARLES ALLEN SMITH | SVP/CHIEF LENDING OFFICER | 40 | $467,085 | $0 | $27,653 | $494,738 | 1 |
| STEPHEN ROACH | SVP/CHIEF DIGITAL OFFICER | 40 | $415,878 | $0 | $50,038 | $465,916 | 1 |
| CORNELIUS R MARSHALL FORMER | SVP/CHIEF RETAIL OFFICER | 40 | $400,000 | $0 | $40,718 | $440,718 | 1 |
| MARK MANNS | SVP/CHIEF HUMAN RESOURCES OFFICER | 40 | $418,518 | $0 | $11,600 | $430,118 | 1 |
| JAMES B HUSSEY | VP OF WEALTH MANAGEMENT | 40 | $371,067 | $0 | $49,587 | $420,654 | 1 |
| SHONNA SHEARSON | SVP OF OPERATIONS | 40 | $375,735 | $0 | $9,057 | $384,792 | 1 |
| DEANNA BLAISE | SVP OF MEMBER BUSINESS SERVICES | 40 | $338,670 | $0 | $45,951 | $384,621 | 1 |
| LINDSAY REYES | SVP/CFO | 40 | $269,485 | $0 | $35,209 | $304,694 | 1 |
| CHEI WHITMORE | VP OF BRANCHES | 40 | $243,357 | $0 | $48,032 | $291,389 | 1 |
| KEVIN MCCLOSKEY | DIRECTOR OF IT DEVELOPMENT | 40 | $187,547 | $0 | $46,471 | $234,018 | 1 |
| KATHLEEN JULIA KELLY | MARKET PRESIDENT | 40 | $201,508 | $0 | $23,587 | $225,095 | 1 |
| NORA STROH | MARKET PRESIDENT | 40 | $206,078 | $0 | $13,601 | $219,679 | 3 |
| CHRISTOPHER HANSON | VP, DATA OFFICE AND ADVANCED ANALYTICS | 40 | $209,195 | $0 | $8,749 | $217,944 | 1 |
| STEVEN G LEIGA | VP OF ACCOUNTING | 40 | $199,954 | $0 | $17,166 | $217,120 | 1 |
| LEE JACOBS | VP INFORMATION TECH | 40 | $194,730 | $0 | $20,657 | $215,387 | 1 |
| VANESSA L HUDSON | SENIOR BUSINESS LENDING MANAGER | 40 | $165,788 | $0 | $44,959 | $210,747 | 1 |
| BRIDGET LYNN JOHNSON | HEAD OF RETAIL SERVICES | 40 | $180,902 | $0 | $29,648 | $210,550 | 1 |
| MARIA TRANCOSO | SENIOR BUSINESS BANKING OFFICER | 40 | $195,853 | $0 | $8,466 | $204,319 | 1 |
| ELIZABETH MIRELLA REZNIC | CHIEF STRATEGY OFFICER | 40 | $187,650 | $0 | $14,365 | $202,015 | 1 |
| RICHARD RAMOS | FINANCIAL SERVICES PROFESSIONAL | 40 | $186,375 | $0 | $8,226 | $194,601 | 1 |
| AMIE J HALE | VP OF EPMO AND M&A | 40 | $189,733 | $0 | $4,636 | $194,369 | 1 |
| BRIAN GRANT REYNOLDS | VICE PRESIDENT OF REAL ESTATE LENDING | 40 | $186,050 | $0 | $1,816 | $187,866 | 1 |
| JAMES LAWITZ | VP, CULTURE AND COMMUNICATIONS | 40 | $174,090 | $0 | $12,818 | $186,908 | 1 |
| RETHA CAMERON FORMER | COMPLIANCE OFFICER | 40 | $176,148 | $0 | $7,873 | $184,021 | 1 |
| RICHARD NEAL SAZAMA | HEAD OF FACILITIES AND CAPITAL PROJECTS | 40 | $175,310 | $0 | $7,685 | $182,995 | 1 |
| CHERI PLETT | DIRECTOR OF ORGANIZATIONAL DEVELOPMENT | 40 | $157,400 | $0 | $19,349 | $176,749 | 1 |
| CLIFFORD JOSEPH | SENIOR AUTOMATION SPECIALIST | 40 | $167,604 | $0 | $7,382 | $174,986 | 1 |
| ROBYN R POTTER | DIRECTOR OF HOME LOAN CENTER | 40 | $154,518 | $0 | $20,286 | $174,804 | 1 |
| HERBERT SIEGERS | DIRECTOR OF ADMINISTRATIVE SERVICES | 40 | $152,255 | $0 | $19,053 | $171,308 | 1 |
| STACY PHELPS | DIRECTOR OF ACCOUNTING/CONTROLLER | 40 | $157,673 | $0 | $7,078 | $164,751 | 1 |
| MICHAEL H SHOEMAKER FORMER | VP IT | 40 | $159,205 | $0 | $0 | $159,205 | 1 |
| MICHAEL S WARRELL FORMER | MARKET PRESIDENT | 40 | $152,619 | $0 | $2,101 | $154,720 | 1 |
| RAMON HENDRIX | SPVE CMTE MEMBER | 2 | $1,116 | $0 | $0 | $1,116 | 1 |
| TENIELLE TENSLEY | SPVE CMTE MEMBER | 2 | $849 | $0 | $0 | $849 | 1 |
| TROY FRINGER | SPVE CMTE CHAIR | 2 | $778 | $0 | $0 | $778 | 1 |
| DR LARRY REIDER | BOARD CHAIRPERSON | 3 | $0 | $0 | $0 | $0 | 1 |
| MIKE KILEEN | 1ST VICE CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| CARL BA LANGE III | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| JOANNE MILLS | SECRETARY | 3 | $0 | $0 | $0 | $0 | 1 |
| JOE DREW | BOARD MEMBER | 3 | $0 | $0 | $0 | $0 | 1 |
| DR S WILLIAM BRUCE | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARILYN JONES | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR DENNIS SCOTT | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR JAMES FILLBRANDT | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DR BRYON SCHAEFER | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| VALENIA JONES | BOARD MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARK MORENO | BOARD MEMBER | 3 | $0 | $0 | $0 | $0 | 2 |
| DAN SHANNON | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DOUG MILLER | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| KEN GRAGG | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 39 people listed · 24 paid, $10.4M · 522 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHEN P RENOCK IV | PRESIDENT/CEO | 40 | $1,937,593 | $0 | $547,612 | $2,485,205 | 1 |
| STEVEN MATEJKA | EVP/COO | 40 | $1,026,141 | $0 | $56,737 | $1,082,878 | 1 |
| MICHAEL GEORGE FORMER | SVP/CHIEF MARKETING INNOVATION & ADVOCACY OFFICER | 40 | $881,343 | $0 | $58,597 | $939,940 | 1 |
| NICHOLAS AMBROSINI | EVP/CFO | 40 | $801,441 | $0 | $49,689 | $851,130 | 1 |
| STEPHEN ROACH | SVP/CHIEF INFORMATION OFFICER | 40 | $388,845 | $0 | $53,000 | $441,845 | 1 |
| RUDY TAFOYA FORMER | SVP CHIEF LENDING OFFICER | 40 | $400,000 | $0 | $26,772 | $426,772 | 1 |
| MARK MANNS | SVP/CHIEF HUMAN RESOURCES OFFICER | 40 | $397,635 | $0 | $8,887 | $406,522 | 1 |
| JAMES HUSSEY | DIRECTOR OF WEALTH MANAGEMENT | 40 | $316,494 | $0 | $52,029 | $368,523 | 1 |
| CHARLES SMITH | SVP/CHIEF LENDING OFFICER | 40 | $331,086 | $0 | $22,293 | $353,379 | 1 |
| DEANNA BLAISE | VP OF MEMBER BUSINESS SERVICES | 40 | $295,175 | $0 | $50,856 | $346,031 | 1 |
| CHEI WHITMORE | VP OF BRANCHES | 40 | $224,365 | $0 | $47,018 | $271,383 | 1 |
| SHONNA SHEARSON | SVP OF OPERATIONS | 40 | $257,427 | $0 | $9,847 | $267,274 | 1 |
| TIMOTHY SPENCER | VP OF LENDING | 40 | $218,117 | $0 | $15,692 | $233,809 | 1 |
| LINDSAY REYES | VP OF ACCOUNTING | 40 | $187,918 | $0 | $35,636 | $223,554 | 1 |
| KEVIN MCCLOSKEY | DIRECTOR OF IT DEVELOPMENT | 40 | $169,473 | $0 | $49,330 | $218,803 | 1 |
| CHRISTOPHER HANSON | VP OF APPLICATIONS AND DEVELOPMENT | 40 | $199,452 | $0 | $7,952 | $207,404 | 1 |
| LEE JACOBS | VP OF INFORMATION TECHNOLOGY | 40 | $180,673 | $0 | $19,550 | $200,223 | 1 |
| AMIE HALE | DIRECTOR OF E-SERVICES | 40 | $177,417 | $0 | $10,091 | $187,508 | 1 |
| VANESSA HUDSON | SENIOR BUSINESS LENDING MANAGER | 40 | $138,220 | $0 | $46,239 | $184,459 | 1 |
| MARIA TRANCOSO | SENIOR BUSINESS BANKING OFFICER | 40 | $170,144 | $0 | $9,031 | $179,175 | 1 |
| CLIFFORD JOSEPH | SENIOR AUTOMATION SPECIALIST | 40 | $163,346 | $0 | $6,717 | $170,063 | 1 |
| HERBERT SIEGERS | DIRECTOR OF ADMINISTRATIVE SERVICES | 40 | $140,109 | $0 | $19,663 | $159,772 | 1 |
| RETHA CAMERON | COMPLIANCE OFFICER | 40 | $140,026 | $0 | $16,119 | $156,145 | 1 |
| DR BYRON SCHAEFER | DIRECTOR | 2 | $700 | $0 | $0 | $700 | 1 |
| DR LARRY REIDER | CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| MIKE KILEEN | 1ST VICE CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| JOE DREW | 2ND VICE CHAIRMAN | 3 | $0 | $0 | $0 | $0 | 1 |
| CARL LANGE III | TREASURER | 3 | $0 | $0 | $0 | $0 | 1 |
| JOANNE MILLS | SECRETARY | 3 | $0 | $0 | $0 | $0 | 1 |
| DR S WILLIAM BRUCE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MARILYN JONES | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DR DENNIS SCOTT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DR JAMES FILLBRANDT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DOUG MILLER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| TROY FRINGER | SPVE CMTE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| KEN GRAGG | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| RAMON HENDRIX | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| DAN SHANNON | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
| TENIELLE TENSLEY | SPVE CMTE MEMBER | 2 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $17.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| KLASSEN AND SMITH CONSTRUCTION INC | BAKERSFIELD, CA | CONSTRUCTION CONTRACTOR | $5,537,808 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING PROVIDER | $3,350,914 |
| ALM FIRST GROUP LLC | DALLAS, TX | PROFESSIONAL FINANCIAL SERVICES & ADVISI | $3,120,037 |
| COBRA EQUITY HOLDCO LLC DBA EXETER FINAN | IRVING, TX | FRANCHISE & INDEPENDENT DEALERSHIP FINAN | $2,970,603 |
| XPRESS DATA INC | SAN DIEGO, CA | STATEMENT PROVIDER | $2,949,620 |
2023 · 5 contractors · $20.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| KLASSEN AND SMITH CONSTRUCTION INC | BAKERSFIELD, CA | CONSTRUCTION CONTRACTOR | $6,346,584 |
| ALM FIRST GROUP LLC | DALLAS, TX | PROFESSIONAL FINANCIAL SERVICES & ADVISI | $5,650,683 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING PROVIDER | $3,151,035 |
| COBRA EQUITY HOLDCO LLC DBA EXETER FINAN | IRVING, TX | FRANCHISE & INDEPENDENT DEALERSHIP FINAN | $2,798,849 |
| XPRESS DATA INC | SAN DIEGO, CA | STATEMENT PROVIDER | $2,367,856 |
2022 · 5 contractors · $10.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| KLASSEN AND SMITH CONSTRUCTION INC | BAKERSFIELD, CA | CONSTRUCTION CONTRACTOR | $2,811,628 |
| ALKAMI TECHNOLOGY INC | DALLAS, TX | ONLINE BANKING PROVIDER | $2,682,153 |
| JACK HENRY & ASSOCIATES INC | MONETT, MO | CORE SYSTEM PROVIDER | $1,745,314 |
| XPRESS DATA INC | SAN DIEGO, CA | STATEMENT PROVIDER | $1,635,989 |
| STRATEGIC RESOURCE MANAGEMENT INC | MEMPHIS, TN | PROFESSIONAL SERVICES - CONTRACT NEGOTIA | $1,356,742 |
2021 · 5 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| MCDERMOTT & BULL EXECUTIVE SEARCH | IRVINE, CA | EXECUTIVE SEARCH & RECRUITING SERVICES | $805,451 |
| DELL MARKETING LP | PASADENA, CA | COMPUTER EQUIPMENT | $544,366 |
| ALM FIRST FINANCIAL ADVISORS | DALLAS, TX | FINANCIAL ADVISORY SERVICES | $473,511 |
| CONNECT FINANCIAL SOFTWARE SOLUTIONS | SANDY, UT | DIGITAL PLATFORM SOFTWARE | $465,507 |
| CARROLL & ASSOCIATES LLP | SAN MATEO, CA | CONSULTING/ADVISORY SERVICES | $464,242 |
2020 · 4 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| MCDERMOTT & BULL EXECUTIVE SEARCH | IRVINE, CA | EXECUTIVE SEARCH & RECRUITING SERVICES | $356,194 |
| ALM FIRST FINANCIAL ADVISORS | DALLAS, TX | FINANCIAL ADVISORY SERVICES | $351,006 |
| DELL MARKETING LP | PASADENA, CA | COMPUTER EQUIPMENT | $222,071 |
| HUFFMAN & DOWNS MAINTENANCE | BAKERSFIELD, CA | JANITORIAL SERVICES | $204,295 |
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 · 45 grants to organizations · $1.7M
Listed grants add up to $1,716,984; the return's “grants paid” expense line says $2,315,876. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 30 grants to organizations · $1.4M
Listed grants add up to $1,369,003; the return's “grants paid” expense line says $1,782,117. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 29 grants to organizations · $1.1M
Listed grants add up to $1,149,700; the return's “grants paid” expense line says $2,226,640. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 7 grants to organizations · $1.2M
Listed grants add up to $1,219,215; the return's “grants paid” expense line says $1,291,795. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 23 grants to organizations · $844K
Listed grants add up to $844,494; the return's “grants paid” expense line says $856,994. 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 | ||||||||
| $263,698,848 | $233,387,885 | $3,916,563,936 | $317,962,906 | $0 | $229,921,616 | $22,108,731 | 696 | 14 |
| 2023 · Form 990 | ||||||||
| $265,074,915 | $246,997,316 | $4,028,096,555 | $282,299,853 | $0 | $234,095,978 | $16,714,981 | 717 | 14 |
| 2022 · Form 990 | ||||||||
| $194,067,226 | $177,414,551 | $4,187,947,178 | $301,263,546 | $0 | $184,022,787 | $14,331,920 | 793 | 18 |
| 2021 · Form 990 | ||||||||
| $131,789,936 | $100,994,405 | $3,451,789,893 | $336,113,201 | $0 | $106,240,457 | $12,718,314 | 700 | 18 |
| 2020 · Form 990 | ||||||||
| $99,760,280 | $80,210,784 | $2,205,905,112 | $208,163,407 | $0 | $76,560,645 | $9,143,140 | 522 | 16 |
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.
- 54 FUND Stockton, CA · 2 people in common (Mark Moreno, Valencia Jones)
- CREDIT UNIONS IN THE STATE OF CALIFORNIA Stockton, CA · 1 person in common (Valencia Jones)
- MARY GRAHAM CHILDRENS SHELTER FOUNDATION Stockton, CA · 1 person in common (Valencia Jones)
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 |
|---|---|---|---|---|---|---|---|
| FORUM CREDIT UNION | IN | W61 | $144,668,455 | $119,619,367 | CHIEF EXECUTIVE OFFICER | $790,523 | Same NTEE code W61, revenue within 2x, similar mission |
| NAVIGANT CREDIT UNION | RI | W61 | $204,818,900 | $188,159,100 | PRESIDENT/CEO | $1,043,583 | Same NTEE code W61, revenue within 2x |
| HUDSON VALLEY FEDERAL CREDIT UNION | NY | W61 | $424,102,190 | $402,019,294 | PRESIDENT CHIEF EXECUTIVE | $3,853,561 | Same NTEE code W61, revenue within 2x, similar name |
| BAXTER CREDIT UNION | IL | W61 | $507,368,239 | $463,088,731 | President, CEO and Treasurer | $1,995,776 | Same NTEE code W61, revenue within 2x |
| ONEAZ CREDIT UNION | AZ | W61 | $198,883,800 | $166,468,298 | CEO/PRESIDENT | $1,353,915 | Same NTEE code W61, revenue within 2x |
| VERIDIAN CREDIT UNION | IA | W61 | $459,755,519 | $366,394,437 | PRESIDENT/CEO | $1,507,539 | Same NTEE code W61, revenue within 2x, similar name |
| WHATCOM EDUCATIONAL CREDIT UNION | WA | W61 | $184,450,455 | $172,171,853 | PRESIDENT & CEO | $1,021,767 | Same NTEE code W61, revenue within 2x |
| ARIZONA FINANCIAL CREDIT UNION | AZ | W61 | $225,880,309 | $197,180,064 | President/CEO (AZFCU) | $843,315 | Same NTEE code W61, revenue within 2x |
| EMPEOPLE CREDIT UNION | IL | W61 | $154,864,755 | $143,848,749 | President | $2,704,392 | Same NTEE code W61, revenue within 2x |
| POTLATCH NO 1 FEDERAL CREDIT UNION | ID | W61 | $149,606,550 | $153,816,314 | PRESIDENT/CEO | $5,740,863 | Same NTEE code W61, revenue within 2x |
| ITHINK FINANCIAL CREDIT UNION | FL | W61 | $133,877,746 | $114,596,734 | CEO | $1,016,089 | Same NTEE code W61, revenue within 2x |
| ADDITION FINANCIAL CREDIT UNION | FL | W61 | $172,550,204 | $155,260,898 | PRESIDENT/CEO | $1,050,845 | Same NTEE code W61, revenue within 2x |
| CITIZENS EQUITY FIRST CREDIT UNION | IL | W61 | $499,911,966 | $438,638,813 | PRESIDENT-TREASURER | $865,129 | Same NTEE code W61, revenue within 2x |
| DEPARTMENT OF FINANCIAL INSTITUTION DIVISION OF CREDIT UNIONS IN IND | IN | W61 | $152,825,680 | $136,858,233 | PRESIDENT & CEO | $864,212 | Same NTEE code W61, revenue within 2x |
| KEYPOINT CREDIT UNION | CA | W61 | $80,303,046 | $76,254,114 | PRESIDENT & CEO | $923,309 | Same NTEE code W61, revenue within 5x, same state, similar mission |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | W61 | $110,386,749 | $104,869,185 | PRESIDENT/CEO | $637,654 | Same NTEE code W61, revenue within 5x, same state, similar mission |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | W61 | $91,952,473 | $83,243,687 | PRESIDENT/CEO | $746,083 | Same NTEE code W61, revenue within 5x, same state, similar mission |
| SAFE 1 CREDIT UNION | CA | W61 | $58,951,487 | $45,235,986 | CEO/President | $649,537 | Same NTEE code W61, revenue within 5x, same state, similar name |
| PACIFIC SERVICE CREDIT UNION | CA | W61 | $75,071,745 | $69,156,402 | PRESIDENT & CEO | $1,241,474 | Same NTEE code W61, revenue within 5x, same state |
| THE GOLDEN 1 CREDIT UNION | CA | W61 | $989,745,273 | $883,825,244 | PRESIDENT AND CEO | $1,826,440 | Same NTEE code W61, revenue within 5x, same state |
| MONTERRA CREDIT UNION | CA | W61 | $94,782,581 | $75,381,520 | CEO/PRESIDENT | $872,583 | Same NTEE code W61, revenue within 5x, same state |
| NUMARK CREDIT UNION | IL | W61 | $61,360,817 | $55,401,558 | PRESIDENT/CEO | $409,699 | Same NTEE code W61, revenue within 5x, similar mission |
| ALLIANT CREDIT UNION | IL | W61 | $1,266,937,770 | $1,185,270,168 | CEO | $6,426,149 | Same NTEE code W61, revenue within 5x, similar name |
| BEACON CREDIT UNION | IN | W61 | $70,997,309 | $66,494,991 | President/CEO | $732,369 | Same NTEE code W61, revenue within 5x |
| SUNMARK CREDIT UNION | NY | W61 | $78,480,506 | $72,671,788 | PRESIDENT/CEO | $477,143 | Same NTEE code W61, revenue within 5x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| POINTS OF LIGHT FOUNDATION | $10,000 | 1 | 1 | DAF sponsor | 2015–2015 | 1ST CHOICE CREDIT UNION |
| ENTERPRISE HOLDINGS FOUNDATION | $5,500 | 2 | 1 | Private foundation | 2022–2023 | FRONTWAVE FOUNDATION |
| THE COMMUNITY FDN OF MIDDLE TN INC | $5,025 | 1 | 1 | DAF sponsor | 2022–2022 | THE TENNESSEE CREDIT UNION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $233,387,885 spent · pay $66,130,219 · grants $2,315,876 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $59,041,785 | - | - | - | 25.3% | |
| Other salaries and wages | $30,824,965 | - | - | - | 13.2% | |
| Other (as described) | PROVISION FOR LOAN AND | $30,370,721 | - | - | - | 13.0% |
| Pay: officers, directors, trustees, key employees | $22,108,731 | - | - | - | 9.5% | |
| Office expenses | $17,403,474 | - | - | - | 7.5% | |
| Fees: other services | $14,697,498 | - | - | - | 6.3% | |
| Information technology | $11,238,327 | - | - | - | 4.8% | |
| Other (as described) | LOAN SERVICING EXPENSE | $7,032,757 | - | - | - | 3.0% |
| Other employee benefits | $6,973,185 | - | - | - | 3.0% | |
| Advertising and promotion | $6,493,734 | - | - | - | 2.8% | |
| Occupancy | $5,569,949 | - | - | - | 2.4% | |
| Depreciation and depletion | $5,039,164 | - | - | - | 2.2% | |
| Payroll taxes | $3,822,984 | - | - | - | 1.6% | |
| Fees: legal | $2,577,067 | - | - | - | 1.1% | |
| Pension plan contributions | $2,400,354 | - | - | - | 1.0% | |
| Grants to US organizations and governments | $2,310,376 | - | - | - | 1.0% | |
| Travel | $2,149,838 | - | - | - | 0.9% | |
| Insurance | $1,208,048 | - | - | - | 0.5% | |
| Other (as described) | MISC OPERATING EXPENSES | $1,152,643 | - | - | - | 0.5% |
| Other (as described) | LOSS ON SALES OF LOANS | $417,288 | - | - | - | 0.2% |
| All other expenses | $396,672 | - | - | - | 0.2% | |
| Fees: accounting | $152,825 | - | - | - | 0.1% | |
| Grants to US individuals | $5,500 | - | - | - | 0.0% | |
| Total | $233,387,885 | 100% |
2023 · Form 990 · $246,997,316 spent · pay $67,769,039 · grants $1,782,117 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $51,924,775 | - | - | - | 21.0% | |
| Other (as described) | PROVISION FOR LOAN AND | $42,169,794 | - | - | - | 17.1% |
| Other salaries and wages | $36,704,362 | - | - | - | 14.9% | |
| Office expenses | $18,034,136 | - | - | - | 7.3% | |
| Pay: officers, directors, trustees, key employees | $16,714,981 | - | - | - | 6.8% | |
| Fees: other services | $14,972,591 | - | - | - | 6.1% | |
| Information technology | $9,647,368 | - | - | - | 3.9% | |
| Other (as described) | LOSS ON SALES OF LOANS | $8,486,064 | - | - | - | 3.4% |
| Other employee benefits | $8,358,847 | - | - | - | 3.4% | |
| Other (as described) | LOAN SERVICING EXPENSE | $7,372,631 | - | - | - | 3.0% |
| Advertising and promotion | $5,986,005 | - | - | - | 2.4% | |
| Occupancy | $5,199,090 | - | - | - | 2.1% | |
| Depreciation and depletion | $5,002,070 | - | - | - | 2.0% | |
| Fees: legal | $4,075,405 | - | - | - | 1.6% | |
| Payroll taxes | $3,660,974 | - | - | - | 1.5% | |
| Pension plan contributions | $2,329,875 | - | - | - | 0.9% | |
| Travel | $1,836,538 | - | - | - | 0.7% | |
| Grants to US organizations and governments | $1,782,117 | - | - | - | 0.7% | |
| Other (as described) | MISC OPERATING EXPENSES | $1,144,640 | - | - | - | 0.5% |
| Insurance | $1,035,191 | - | - | - | 0.4% | |
| All other expenses | $387,913 | - | - | - | 0.2% | |
| Fees: accounting | $171,949 | - | - | - | 0.1% | |
| Total | $246,997,316 | 100% |
2022 · Form 990 · $177,414,551 spent · pay $63,116,903 · grants $2,226,640 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $36,404,359 | - | - | - | 20.5% | |
| Other (as described) | PROVISION FOR LOAN AND | $32,881,838 | - | - | - | 18.5% |
| Office expenses | $18,172,655 | - | - | - | 10.2% | |
| Interest | $14,742,750 | - | - | - | 8.3% | |
| Pay: officers, directors, trustees, key employees | $14,331,920 | - | - | - | 8.1% | |
| Fees: other services | $14,260,421 | - | - | - | 8.0% | |
| Information technology | $7,850,651 | - | - | - | 4.4% | |
| Other employee benefits | $6,273,493 | - | - | - | 3.5% | |
| Occupancy | $5,879,443 | - | - | - | 3.3% | |
| Depreciation and depletion | $5,488,726 | - | - | - | 3.1% | |
| Advertising and promotion | $4,621,295 | - | - | - | 2.6% | |
| Payroll taxes | $3,659,938 | - | - | - | 2.1% | |
| Other (as described) | LOAN SERVICING EXPENSE | $2,961,257 | - | - | - | 1.7% |
| Pension plan contributions | $2,447,193 | - | - | - | 1.4% | |
| Travel | $2,243,679 | - | - | - | 1.3% | |
| Grants to US organizations and governments | $2,226,640 | - | - | - | 1.3% | |
| Other (as described) | MISC OPERATING EXPENSES | $1,048,235 | - | - | - | 0.6% |
| Insurance | $729,357 | - | - | - | 0.4% | |
| Fees: legal | $642,278 | - | - | - | 0.4% | |
| Other (as described) | OPERATING FEES | $323,918 | - | - | - | 0.2% |
| Fees: accounting | $224,505 | - | - | - | 0.1% | |
| Total | $177,414,551 | 100% |
2021 · Form 990 · $100,994,405 spent · pay $42,425,578 · grants $1,291,795 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $22,045,841 | - | - | - | 21.8% | |
| Fees: other services | $13,156,189 | - | - | - | 13.0% | |
| Pay: officers, directors, trustees, key employees | $12,718,314 | - | - | - | 12.6% | |
| Office expenses | $11,340,218 | - | - | - | 11.2% | |
| Interest | $6,932,755 | - | - | - | 6.9% | |
| Information technology | $4,840,399 | - | - | - | 4.8% | |
| Other (as described) | PROVISION FOR LOAN AND | $4,462,671 | - | - | - | 4.4% |
| Other employee benefits | $4,208,408 | - | - | - | 4.2% | |
| Occupancy | $3,936,137 | - | - | - | 3.9% | |
| Depreciation and depletion | $3,827,645 | - | - | - | 3.8% | |
| Other (as described) | LOAN SERVICING EXPENSE | $2,810,375 | - | - | - | 2.8% |
| Advertising and promotion | $2,522,116 | - | - | - | 2.5% | |
| Payroll taxes | $2,245,769 | - | - | - | 2.2% | |
| Grants to US organizations and governments | $1,291,795 | - | - | - | 1.3% | |
| Pension plan contributions | $1,207,246 | - | - | - | 1.2% | |
| Other (as described) | MISC OPERATING EXPENSES | $1,112,682 | - | - | - | 1.1% |
| Travel | $982,671 | - | - | - | 1.0% | |
| Fees: legal | $652,848 | - | - | - | 0.6% | |
| Insurance | $359,063 | - | - | - | 0.4% | |
| Other (as described) | OPERATING FEES | $270,549 | - | - | - | 0.3% |
| Fees: accounting | $50,271 | - | - | - | 0.0% | |
| All other expenses | $20,443 | - | - | - | 0.0% | |
| Total | $100,994,405 | 100% |
2020 · Form 990 · $80,210,784 spent · pay $36,368,477 · grants $856,994 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $20,150,100 | - | - | - | 25.1% | |
| Pay: officers, directors, trustees, key employees | $9,143,140 | - | - | - | 11.4% | |
| Interest | $8,779,283 | - | - | - | 10.9% | |
| Office expenses | $7,780,321 | - | - | - | 9.7% | |
| Fees: other services | $6,242,165 | - | - | - | 7.8% | |
| Information technology | $4,806,269 | - | - | - | 6.0% | |
| Occupancy | $3,549,972 | - | - | - | 4.4% | |
| Other employee benefits | $3,442,969 | - | - | - | 4.3% | |
| Depreciation and depletion | $3,331,234 | - | - | - | 4.2% | |
| Other (as described) | LOAN SERVICING EXPENSE | $2,377,940 | - | - | - | 3.0% |
| Other (as described) | PROVISION FOR LOAN AND | $2,250,902 | - | - | - | 2.8% |
| Payroll taxes | $2,096,442 | - | - | - | 2.6% | |
| Advertising and promotion | $1,707,902 | - | - | - | 2.1% | |
| Pension plan contributions | $1,535,826 | - | - | - | 1.9% | |
| Grants to US organizations and governments | $856,994 | - | - | - | 1.1% | |
| Other (as described) | OPERATING FEES | $567,911 | - | - | - | 0.7% |
| Other (as described) | MISC OPERATING EXPENSES | $526,374 | - | - | - | 0.7% |
| Travel | $314,531 | - | - | - | 0.4% | |
| Insurance | $309,771 | - | - | - | 0.4% | |
| Fees: legal | $272,738 | - | - | - | 0.3% | |
| Fees: accounting | $168,000 | - | - | - | 0.2% | |
| Total | $80,210,784 | 100% |
Federal grants and contracts
Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.
| Fiscal year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2024 | $900,000 | $0 | 1 |
Largest awards · 1 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|---|---|---|---|---|
| 2024 | Community Development Financial Institutions Fund | Grant or other assistance | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS PROGRAM 21.020 | PURPOSE: TO PROMOTE ECONOMIC REVITALIZATION AND COMMUNITY DEVELOPMENT THROUGH INVESTMENT IN AND FINANCIAL ASSISTANCE TO COMMUNITY DEVELOPMENT FINANCIAL INSTITUT | $900,000 |
State business registration
- VALLEY STRONG CREDIT UNION CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Trademarks
8 US trademarks, 5 live.
- VALLEY STRONG CREDIT UNION 8 marks, CA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| CASHSQUATCH | 99898787 | 2026-06-22 | Pending application | TRTDXFAP, file of 2026-06-24 |
| VALLEY STRONG CREDIT UNION | 88466393 | 2019-06-10 | Registered | TRTYRAP, file of 2026-04-03 |
| THE SOUND OF BETTER BANKING | 88350409 | 2019-03-21 | Registered | TRTDXFAP, file of 2025-05-21 |
| KERN SCHOOLS | 87525056 | 2017-07-12 | Registered | TRCFECO2, file of 2024-03-27 |
| KERN SCHOOLS FEDERAL CREDIT UNION | 87525030 | 2017-07-12 | Registered | TRCFECO2, file of 2024-03-27 |
| EDOUGH | 87473710 | 2017-06-02 | Registration cancelled | TRTDXFAP, file of 2026-05-18 |
| TECHSPERTS MOBILE AND ONLINE BANKING SUPPORT | 86742423 | 2015-08-31 | Registration cancelled | TRCFECO2, file of 2024-03-27 |
| TECHSPERTS MOBILE AND ONLINE BANKING SUPPORT KERN SCHOOLS | 86742252 | 2015-08-31 | Registration cancelled | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | VALLEY STRONG CREDIT UNION | CA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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