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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$394.1M
Total Contributions
$0
Total Expenses
▼$373M
Total Assets
$5B
Total Liabilities
▼$4.6B
Net Assets
$496.6M
Officer Compensation
→$26.5M
Other Salaries
$55.3M
Investment Income
$20.2M
Fundraising
▼N/A
Tax Year 2024 · Source: IRS e-Filed Form 990
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| Timothy R Saracini | Chief Financial Officer | 40 | $3M | $0 | $161K |
| Lisa R Ginter | Chief Executive Officer | 40 | $1.8M | $0 | $5.2M |
| Ravi Perumparambil | Chief Information Officer | 40 | $1.2M | $0 | $359.7K |
| Justin R Steitz | President Copper Financial | 40 | $942.6K | $0 | $47.4K |
| Michael P Haggerty | Chief Operating Officer/president Cuso | 40 | $913.5K | $0 | $1.2M |
| Richard R Schier | Chief Member Officer | 40 | $884.7K | $0 | $511K |
Timothy R Saracini
Chief Financial Officer
$3M
Hrs/Wk
40
Related
$0
Other
$161K
Lisa R Ginter
Chief Executive Officer
$1.8M
Hrs/Wk
40
Related
$0
Other
$5.2M
Ravi Perumparambil
Chief Information Officer
$1.2M
Hrs/Wk
40
Related
$0
Other
$359.7K
Justin R Steitz
President Copper Financial
$942.6K
Hrs/Wk
40
Related
$0
Other
$47.4K
Michael P Haggerty
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| James P Alderman | Senior Mortgage Consultant | 40 | $817.6K | $0 | $51.9K |
| Rance J Carlson | Private Wealth Advisor | 40 | $658.6K | $0 | $51.6K |
| Jeffrey S Vineyard | Private Wealth Advisor | 40 | $657.4K | $0 | $57.1K |
| Jason D Kepler | Senior Mortgage Consultant | 40 | $453.1K | $0 | $58.2K |
| Edwin L Rafferty | Senior Mortgage Consultant | 40 |
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| Alan Lowden | Director | 1 | $0 | $0 | $0 |
| Alok Srivastava | Director | 1 | $0 | $0 | $0 |
| Amy Mcanarney | Director | 1 | $0 | $0 | $0 |
| Bri Simoneau | Director | 1 | $0 | $0 | $0 |
| Byron Clymer | Director | 1 | $0 | $0 |
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
📋 990-N (e-Postcard) Filing History
This organization files simplified Form 990-N (annual gross receipts ≤ $50,000).
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $394.1M | $0 | $373M | $5B | $496.6M |
| 2022 | $219.9M | $0 | $214.5M | $4.7B | $390.2M |
| 2021 | $232.4M | $0 | $189.3M | $4.4B | $437.9M |
| 2020 | $228.1M | $0 | $183.3M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | ✅IRS e-File |
| Heath T Burch | VP Wealth Management | 40 | $660.1K | $0 | $51K |
| Whitney A Bartelli | Chief Marketing & Strategy Officer | 40 | $618.4K | $0 | $768.2K |
| Linda K Boring | VP Member Operations | 40 | $585.1K | $0 | $28K |
| Carrie L O'Connor | SVP Chief Lending Officer | 40 | $560K | $0 | $51.2K |
| Anita B Newton | Chief Innovation Officer | 40 | $551.1K | $0 | $715.4K |
| Karl J Geisler | SVP Digital Strategy & Systems | 40 | $454.2K | $0 | $50.8K |
| Julia Schaller | Chief People Officer | 40 | $439.6K | $0 | $34.9K |
| Walter W Pirnot | General Counsel | 40 | $377.8K | $0 | $49.1K |
| Nicholas E Reitzler | VP Commercial Banking | 40 | $362.4K | $0 | $47.5K |
| Susan R Johnson | SVP Marketing | 40 | $362K | $0 | $31.5K |
| Amy I Doll | SVP Accounting & Finance Services | 40 | $350.3K | $0 | $49.3K |
| David D Heck | VP Consumer Lending | 40 | $348.4K | $0 | $52.2K |
| Michael H Garrett | VP Treasurer | 40 | $328.3K | $0 | $54.1K |
| Jai B Shankar | VP Data, Crm & Integration | 40 | $314.8K | $0 | $49.6K |
| Timothy S Huey Jr | SVP Retail Banking | 40 | $270.3K | $0 | $25.6K |
| Alyssa N Akers | VP Risk & Business Administration | 40 | $248.3K | $0 | $24.8K |
| Terry A Harlow | VP Enterprise Risk Management | 40 | $242.7K | $0 | $48.4K |
| Karen S Mitchell | Vice President, Audit & Compliance | 40 | $220.1K | $0 | $28.5K |
| Scott H Strickland | President Insurance Services | 40 | $205.8K | $0 | $27K |
| John D James | VP Compliance | 40 | $172.3K | $0 | $42.1K |
| Jace K Noteboom | VP Human Resources | 40 | $166K | $0 | $17.4K |
| Amy R Grothaus | SVP Retail Banking | 40 | $155K | $0 | $12.7K |
| Kathleen M O'Neill | President St. Louis Market | 40 | $132.6K | $0 | $7,402 |
Chief Operating Officer/president Cuso
$913.5K
Hrs/Wk
40
Related
$0
Other
$1.2M
Richard R Schier
Chief Member Officer
$884.7K
Hrs/Wk
40
Related
$0
Other
$511K
Heath T Burch
VP Wealth Management
$660.1K
Hrs/Wk
40
Related
$0
Other
$51K
Whitney A Bartelli
Chief Marketing & Strategy Officer
$618.4K
Hrs/Wk
40
Related
$0
Other
$768.2K
Linda K Boring
VP Member Operations
$585.1K
Hrs/Wk
40
Related
$0
Other
$28K
Carrie L O'Connor
SVP Chief Lending Officer
$560K
Hrs/Wk
40
Related
$0
Other
$51.2K
Anita B Newton
Chief Innovation Officer
$551.1K
Hrs/Wk
40
Related
$0
Other
$715.4K
Karl J Geisler
SVP Digital Strategy & Systems
$454.2K
Hrs/Wk
40
Related
$0
Other
$50.8K
Julia Schaller
Chief People Officer
$439.6K
Hrs/Wk
40
Related
$0
Other
$34.9K
Walter W Pirnot
General Counsel
$377.8K
Hrs/Wk
40
Related
$0
Other
$49.1K
Nicholas E Reitzler
VP Commercial Banking
$362.4K
Hrs/Wk
40
Related
$0
Other
$47.5K
Susan R Johnson
SVP Marketing
$362K
Hrs/Wk
40
Related
$0
Other
$31.5K
Amy I Doll
SVP Accounting & Finance Services
$350.3K
Hrs/Wk
40
Related
$0
Other
$49.3K
David D Heck
VP Consumer Lending
$348.4K
Hrs/Wk
40
Related
$0
Other
$52.2K
Michael H Garrett
VP Treasurer
$328.3K
Hrs/Wk
40
Related
$0
Other
$54.1K
Jai B Shankar
VP Data, Crm & Integration
$314.8K
Hrs/Wk
40
Related
$0
Other
$49.6K
Timothy S Huey Jr
SVP Retail Banking
$270.3K
Hrs/Wk
40
Related
$0
Other
$25.6K
Alyssa N Akers
VP Risk & Business Administration
$248.3K
Hrs/Wk
40
Related
$0
Other
$24.8K
Terry A Harlow
VP Enterprise Risk Management
$242.7K
Hrs/Wk
40
Related
$0
Other
$48.4K
Karen S Mitchell
Vice President, Audit & Compliance
$220.1K
Hrs/Wk
40
Related
$0
Other
$28.5K
Scott H Strickland
President Insurance Services
$205.8K
Hrs/Wk
40
Related
$0
Other
$27K
John D James
VP Compliance
$172.3K
Hrs/Wk
40
Related
$0
Other
$42.1K
Jace K Noteboom
VP Human Resources
$166K
Hrs/Wk
40
Related
$0
Other
$17.4K
Amy R Grothaus
SVP Retail Banking
$155K
Hrs/Wk
40
Related
$0
Other
$12.7K
Kathleen M O'Neill
President St. Louis Market
$132.6K
Hrs/Wk
40
Related
$0
Other
$7,402
| $443.7K |
| $0 |
| $51.8K |
James P Alderman
Senior Mortgage Consultant
$817.6K
Hrs/Wk
40
Related
$0
Other
$51.9K
Rance J Carlson
Private Wealth Advisor
$658.6K
Hrs/Wk
40
Related
$0
Other
$51.6K
Jeffrey S Vineyard
Private Wealth Advisor
$657.4K
Hrs/Wk
40
Related
$0
Other
$57.1K
Jason D Kepler
Senior Mortgage Consultant
$453.1K
Hrs/Wk
40
Related
$0
Other
$58.2K
Edwin L Rafferty
Senior Mortgage Consultant
$443.7K
Hrs/Wk
40
Related
$0
Other
$51.8K
| $0 |
| Daniel J White | Director | 1 | $0 | $0 | $0 |
| David Shepard | Director | 1 | $0 | $0 | $0 |
| Harold Bentley | Director | 1 | $0 | $0 | $0 |
| Joseph Williams | Director | 1 | $0 | $0 | $0 |
| Joshua Johnson | Director | 1 | $0 | $0 | $0 |
| Kerry Domke | Director | 1 | $0 | $0 | $0 |
| Melanie Coleman | Director | 1 | $0 | $0 | $8,028 |
| Richard Wetzel | Director | 1 | $0 | $0 | $0 |
| Trent Skaggs | Director | 1 | $0 | $0 | $0 |
Alan Lowden
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Alok Srivastava
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Amy Mcanarney
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Bri Simoneau
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Byron Clymer
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Daniel J White
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
David Shepard
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Harold Bentley
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Joseph Williams
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Joshua Johnson
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Kerry Domke
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Melanie Coleman
Director
$0
Hrs/Wk
1
Related
$0
Other
$8,028
Richard Wetzel
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
Trent Skaggs
Director
$0
Hrs/Wk
1
Related
$0
Other
$0
| $3.8B |
| $408.3M |
| 2019 | $191.4M | $0 | $166.2M | $2.9B | $365.4M |
| 2018 | $162.2M | $0 | $152.3M | $2.7B | $326.1M |
| 2017 | $162.9M | $0 | $146.7M | $2.6B | $315.5M |
| 2016 | $157.9M | $0 | $135.8M | $2.4B | $307M |
| 2015 | $141.9M | $0 | $122.3M | $2.2B | $285.9M |
| 2014 | $136.8M | $0 | $120.6M | $2B | $268.2M |
| 2013 | $114.8M | $0 | $99.6M | $1.9B | $240.9M |
| 2012 | $121M | $0 | $112.1M | $1.8B | $220.2M |
| 2011 | $115.2M | $0 | $104.9M | $1.8B | $214.9M |
| 2021 | 990 | ✅ |
| 2020 | 990 | ✅ | PDF not yet published by IRS |
| 2019 | 990 | ✅ | PDF not yet published by IRS |
| 2018 | 990 | ✅ |
| 2017 | 990 | ✅ |
| 2016 | 990 | ✅ |
| 2015 | 990 | ✅ |
| 2014 | 990 | ✅ |
| 2013 | 990 | ✅ |
| 2012 | 990 | ✅ |
| 2011 | 990 | ✅ |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |