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Served 272,934 credit union members by providing financial services including various loan products as well as deposit products such as checking, savings, IRA and certificates.
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$255.1M
Program Spending
0%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$173.6M
Total Assets
$4.9B
Total Liabilities
▼$4.2B
Net Assets
$675.3M
Officer Compensation
→$5.7M
Other Salaries
$29.1M
Investment Income
$20.5M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
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| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $255.1M | $0 | $173.6M | $4.9B | $675.3M |
| 2022 | $201M | $0 | $114.3M | $4.5B | $573.2M |
| 2021 | $172.9M | $0 | $90.2M | $4B | $604.4M |
| 2020 | $166.4M | $0 | $111.6M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
| Total |
|---|
| Jacqueline Buchanan | President CEO | 60 | $2.9M | $0 | $34.8K | $3M |
| Nathan Davidson | Chief Financial Officer | 60 | $424.5K | $0 | $66.5K | $490.9K |
Jacqueline Buchanan
President CEO
$3M
Hrs/Wk
60
Compensation
$2.9M
Related Orgs
$0
Other
$34.8K
Nathan Davidson
Chief Financial Officer
$490.9K
Hrs/Wk
60
Compensation
$424.5K
Related Orgs
$0
Other
$66.5K
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Allen Mitchell | Business Loan | 40 | $404.3K | $0 | $28.1K | $432.4K |
| Donald White | Mortgage Officer | 40 | $297.2K | $0 | $33.5K | $330.7K |
| Michelle Mattson | SVP Remote Delivery Channels | 40 | $264.2K | $0 |
Allen Mitchell
Business Loan
$432.4K
Hrs/Wk
40
Compensation
$404.3K
Related Orgs
$0
Other
$28.1K
Donald White
Mortgage Officer
$330.7K
Hrs/Wk
40
Compensation
$297.2K
Related Orgs
$0
Other
$33.5K
Michelle Mattson
SVP Remote Delivery Channels
$320.4K
Hrs/Wk
40
Compensation
$264.2K
Related Orgs
$0
Other
$56.2K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Barbara Pasciolla | Supervisory Committee Member | 7 | $0 | $0 | $0 | $0 |
| Brian Zabowski | Board Vice Chairperson | 7 | $0 | $0 | $0 | $0 |
| David Stolk | Supervisory Committee Member | 7 | $0 | $0 | $0 | $0 |
| Greg Melega | Board Secretary | 7 | $0 | $0 | $0 | $0 |
| James Campbell | Board Treasurer | 7 | $0 | $0 | $0 | $0 |
| Jennifer Rogers | Supervisory Committee Member |
Barbara Pasciolla
Supervisory Committee Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Brian Zabowski
Board Vice Chairperson
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
David Stolk
Supervisory Committee Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Individuals who previously served as officers or key employees.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| James Fagan | VP Real Estate Lending | 45 | $164.1K | $0 | $12.7K | $176.8K |
James Fagan
VP Real Estate Lending
$176.8K
Hrs/Wk
45
Compensation
$164.1K
Related Orgs
$0
Other
$12.7K
| $3.6B |
| $540M |
| 2019 | $152.2M | $0 | $96.3M | $2.8B | $475.2M |
| 2018 | $129.3M | $0 | $82.1M | $2.6B | $410.5M |
| 2017 | $109M | $0 | $68.7M | $2.4B | $362.8M |
| 2016 | $99.7M | $0 | $67.1M | $2.2B | $323.6M |
| 2015 | $92M | $0 | $59M | $2B | $298.1M |
| 2014 | $80.5M | $0 | $53.5M | $1.7B | $242.7M |
| 2013 | $74.7M | $0 | $51.2M | $1.5B | $210M |
| 2012 | $72.5M | $0 | $50.6M | $1.5B | $198.3M |
| 2011 | $69.9M | $0 | $54.7M | $1.4B | $175.6M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data | PDF not yet published by IRS |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| $56.2K |
| $320.4K |
| Andria George | VP Human Resources | 45 | $275.5K | $0 | $23.7K | $299.2K |
| Matt Chapman | Chief Information Officer | 45 | $260.4K | $0 | $33.7K | $294K |
| Jessica Buck | VP Of Lending | 45 | $245.2K | $0 | $23.6K | $268.8K |
| Heather Pizzala | VP Of Marketing | 45 | $235.1K | $0 | $18.9K | $254K |
| Lynn Dillon | Mortgage Consultant | 40 | $212.5K | $0 | $30.5K | $242.9K |
| Sharon Nichols | VP Sales And Service | 40 | $209.9K | $0 | $27.6K | $237.5K |
| Frank Klimczak | Information Security Manager | 40 | $203.9K | $0 | $30.3K | $234.2K |
| Brian Dowgiallo | VP Risk Management | 40 | $197.9K | $0 | $29.6K | $227.4K |
| Lori Daniels | Business Lending Manager | 45 | $168.8K | $0 | $24.9K | $193.7K |
| Lance Smith | VP Of Real Estate Lending | 40 | $174.1K | $0 | $15.6K | $189.8K |
Andria George
VP Human Resources
$299.2K
Hrs/Wk
45
Compensation
$275.5K
Related Orgs
$0
Other
$23.7K
Matt Chapman
Chief Information Officer
$294K
Hrs/Wk
45
Compensation
$260.4K
Related Orgs
$0
Other
$33.7K
Jessica Buck
VP Of Lending
$268.8K
Hrs/Wk
45
Compensation
$245.2K
Related Orgs
$0
Other
$23.6K
Heather Pizzala
VP Of Marketing
$254K
Hrs/Wk
45
Compensation
$235.1K
Related Orgs
$0
Other
$18.9K
Lynn Dillon
Mortgage Consultant
$242.9K
Hrs/Wk
40
Compensation
$212.5K
Related Orgs
$0
Other
$30.5K
Sharon Nichols
VP Sales And Service
$237.5K
Hrs/Wk
40
Compensation
$209.9K
Related Orgs
$0
Other
$27.6K
Frank Klimczak
Information Security Manager
$234.2K
Hrs/Wk
40
Compensation
$203.9K
Related Orgs
$0
Other
$30.3K
Brian Dowgiallo
VP Risk Management
$227.4K
Hrs/Wk
40
Compensation
$197.9K
Related Orgs
$0
Other
$29.6K
Lori Daniels
Business Lending Manager
$193.7K
Hrs/Wk
45
Compensation
$168.8K
Related Orgs
$0
Other
$24.9K
Lance Smith
VP Of Real Estate Lending
$189.8K
Hrs/Wk
40
Compensation
$174.1K
Related Orgs
$0
Other
$15.6K
| 7 |
| $0 |
| $0 |
| $0 |
| $0 |
| John Schulte | Board Member | 7 | $0 | $0 | $0 | $0 |
| Kim Turner | Board Chairperson | 7 | $0 | $0 | $0 | $0 |
| Kristie Bidlake | Supervisory Committee Chairperson | 7 | $0 | $0 | $0 | $0 |
| Lisa Christenson | Supervisory Committee Member | 7 | $0 | $0 | $0 | $0 |
| Mark Churay | Board Member | 7 | $0 | $0 | $0 | $0 |
| Mivida Burrus | Supervisory Committee Member | 7 | $0 | $0 | $0 | $0 |
| Peter Devita | Board Member | 7 | $0 | $0 | $0 | $0 |
| Thomas Healy | Board Member | 7 | $0 | $0 | $0 | $0 |
Greg Melega
Board Secretary
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
James Campbell
Board Treasurer
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Jennifer Rogers
Supervisory Committee Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
John Schulte
Board Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Kim Turner
Board Chairperson
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Kristie Bidlake
Supervisory Committee Chairperson
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Lisa Christenson
Supervisory Committee Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Mark Churay
Board Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Mivida Burrus
Supervisory Committee Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Peter Devita
Board Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0
Thomas Healy
Board Member
$0
Hrs/Wk
7
Compensation
$0
Related Orgs
$0
Other
$0