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Nonprofiteer
← NUMERICA CREDIT UNION

Form 990 for tax year 2023

Filed by NUMERICA CREDIT UNION.

Totals

Total revenue
$225,568,834
Total expenses
$193,004,884
Contributions and grants received
$0
Grants paid
$683,229
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • CICERO CARLA

    PRESIDENT/CEO

    Total calculated
    $1,015,419
    From this org
    $998,571
    From related orgs
    $0
    Other
    $16,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $724,118
    Bonus
    $263,219
    Other
    $11,234
    Deferred
    $9,900
    Nontaxable benefits
    $6,948
    Filer's total
    $1,015,419

  • HANSEN GREG

    CHIEF CREDIT OFFICER

    Total calculated
    $794,708
    From this org
    $472,751
    From related orgs
    $0
    Other
    $321,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,024
    Bonus
    $121,176
    Other
    $1,551
    Deferred
    $309,863
    Nontaxable benefits
    $12,094
    Filer's total
    $794,708

  • SHERMAN NICOLE

    CHIEF OPERATING OFFICER (THRU 4/23)

    Total calculated
    $632,013
    From this org
    $625,928
    From related orgs
    $0
    Other
    $6,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $49,076
    Bonus
    $198,357
    Other
    $378,495
    Deferred
    $4,768
    Nontaxable benefits
    $1,317
    Filer's total
    $632,013

  • FERGUSON KELLEY

    CHIEF ADMINISTRATION OFFICER

    Total calculated
    $521,519
    From this org
    $509,441
    From related orgs
    $0
    Other
    $12,078
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,773
    Bonus
    $103,190
    Other
    $5,478
    Deferred
    $0
    Nontaxable benefits
    $12,078
    Filer's total
    $521,519

  • PLANK KENNETH

    EVP LENDING

    Total calculated
    $479,062
    From this org
    $458,795
    From related orgs
    $0
    Other
    $20,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $339,687
    Bonus
    $112,856
    Other
    $6,252
    Deferred
    $3,485
    Nontaxable benefits
    $16,782
    Filer's total
    $479,062

  • RICHARDSON BEN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $478,084
    From this org
    $456,106
    From related orgs
    $0
    Other
    $21,978
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,478
    Bonus
    $85,576
    Other
    $52
    Deferred
    $9,900
    Nontaxable benefits
    $12,078
    Filer's total
    $478,084

  • KAYSER KARIN

    SVP DIGITAL EXPERIENCE & ENGAGEMENT (THRU 11/23)

    Total calculated
    $428,296
    From this org
    $416,433
    From related orgs
    $0
    Other
    $11,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,139
    Bonus
    $65,956
    Other
    $131,338
    Deferred
    $6,344
    Nontaxable benefits
    $5,519
    Filer's total
    $428,296

  • MILLER MARCI

    SVP RETAIL EXPERIENCE & ENGAGEMENT (THRU 11/23)

    Total calculated
    $422,249
    From this org
    $408,755
    From related orgs
    $0
    Other
    $13,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,685
    Bonus
    $60,717
    Other
    $127,353
    Deferred
    $6,564
    Nontaxable benefits
    $6,930
    Filer's total
    $422,249

  • PEARMAN- GILLMAN KIM

    SVP EQUITY & COMMUNITY DEVELOPMENT

    Total calculated
    $352,934
    From this org
    $326,897
    From related orgs
    $0
    Other
    $26,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,723
    Bonus
    $60,870
    Other
    $304
    Deferred
    $8,062
    Nontaxable benefits
    $17,975
    Filer's total
    $352,934

  • CLUTE TROY

    SVP CONSUMER LENDING

    Total calculated
    $349,496
    From this org
    $333,776
    From related orgs
    $0
    Other
    $15,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,058
    Bonus
    $68,667
    Other
    $51
    Deferred
    $7,853
    Nontaxable benefits
    $7,867
    Filer's total
    $349,496

  • MURRAY KAYCEE

    SVP INFORMATION TECHNOLOGY

    Total calculated
    $331,701
    From this org
    $308,775
    From related orgs
    $0
    Other
    $22,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,530
    Bonus
    $55,391
    Other
    $2,854
    Deferred
    $7,041
    Nontaxable benefits
    $15,885
    Filer's total
    $331,701

  • MELCHER JOSHUA

    SVP OF BUSINESS SERVICES

    Total calculated
    $324,959
    From this org
    $313,238
    From related orgs
    $0
    Other
    $11,721
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,988
    Bonus
    $65,199
    Other
    $51
    Deferred
    $6,242
    Nontaxable benefits
    $5,479
    Filer's total
    $324,959

  • SKINFILL LINDSEY

    SVP ORGANIZATIONAL PEOPLE POTENTIAL

    Total calculated
    $311,019
    From this org
    $301,839
    From related orgs
    $0
    Other
    $9,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,882
    Bonus
    $60,698
    Other
    $259
    Deferred
    $8,843
    Nontaxable benefits
    $337
    Filer's total
    $311,019

  • FOX MARK

    SVP PAYMENTS, OPS & CASH MANAGEMENT OPS

    Total calculated
    $310,068
    From this org
    $298,927
    From related orgs
    $0
    Other
    $11,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,720
    Bonus
    $65,054
    Other
    $153
    Deferred
    $8,727
    Nontaxable benefits
    $2,414
    Filer's total
    $310,068

  • WEIS KAREN

    SVP RISK

    Total calculated
    $307,914
    From this org
    $297,462
    From related orgs
    $0
    Other
    $10,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,098
    Bonus
    $51,900
    Other
    $464
    Deferred
    $6,975
    Nontaxable benefits
    $3,477
    Filer's total
    $307,914

  • O'CALLAGHAN JENNIFER

    SVP MARKETING

    Total calculated
    $301,483
    From this org
    $282,076
    From related orgs
    $0
    Other
    $19,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,437
    Bonus
    $34,588
    Other
    $51
    Deferred
    $7,071
    Nontaxable benefits
    $12,336
    Filer's total
    $301,483

  • ALMOND NANCY

    NFS PRESIDENT

    Total calculated
    $299,447
    From this org
    $287,614
    From related orgs
    $0
    Other
    $11,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,211
    Bonus
    $51,099
    Other
    $304
    Deferred
    $5,256
    Nontaxable benefits
    $6,577
    Filer's total
    $299,447

  • SIMPSON TRAVIS

    CHIEF RETAIL & DIGITAL OFFICER

    Total calculated
    $293,954
    From this org
    $281,821
    From related orgs
    $0
    Other
    $12,133
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,712
    Bonus
    $67,057
    Other
    $52
    Deferred
    $3,560
    Nontaxable benefits
    $8,573
    Filer's total
    $293,954

  • FITZMAURICE DAVID

    SVP FINANCIAL TREASURER

    Total calculated
    $291,063
    From this org
    $275,787
    From related orgs
    $0
    Other
    $15,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,465
    Bonus
    $43,268
    Other
    $54
    Deferred
    $6,684
    Nontaxable benefits
    $8,592
    Filer's total
    $291,063

  • CLABBY JACLYN

    SVP ORGANIZATIONAL GENERAL COUNSEL

    Total calculated
    $290,606
    From this org
    $273,166
    From related orgs
    $0
    Other
    $17,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,313
    Bonus
    $25,693
    Other
    $160
    Deferred
    $4,216
    Nontaxable benefits
    $13,224
    Filer's total
    $290,606

  • STIRLING ANDY

    SVP RETAIL EXPERIENCE

    Total calculated
    $287,199
    From this org
    $275,195
    From related orgs
    $0
    Other
    $12,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,370
    Bonus
    $31,466
    Other
    $359
    Deferred
    $0
    Nontaxable benefits
    $12,004
    Filer's total
    $287,199

  • CHAMBERLIN BRYCE

    VP PRIVATE BANKING

    Total calculated
    $273,504
    From this org
    $264,745
    From related orgs
    $0
    Other
    $8,759
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,431
    Bonus
    $92,314
    Other
    $0
    Deferred
    $7,864
    Nontaxable benefits
    $895
    Filer's total
    $273,504

  • PEARSE DANIEL

    VP REGIONAL COMMERCIAL BANKING

    Total calculated
    $260,217
    From this org
    $240,862
    From related orgs
    $0
    Other
    $19,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,911
    Bonus
    $32,798
    Other
    $153
    Deferred
    $7,446
    Nontaxable benefits
    $11,909
    Filer's total
    $260,217

  • SHORTELL MICHAEL

    VP SBA & BUSINESS BANKING

    Total calculated
    $247,622
    From this org
    $228,030
    From related orgs
    $0
    Other
    $19,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,364
    Bonus
    $54,615
    Other
    $51
    Deferred
    $7,084
    Nontaxable benefits
    $12,508
    Filer's total
    $247,622

  • REHM DANIEL

    VP COMMERCIAL BANKING

    Total calculated
    $245,272
    From this org
    $237,006
    From related orgs
    $0
    Other
    $8,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,821
    Bonus
    $47,031
    Other
    $154
    Deferred
    $7,130
    Nontaxable benefits
    $1,136
    Filer's total
    $245,272

  • BERNARD RYAN

    SVP COMMERCIAL CREDIT & OPERATIONS

    Total calculated
    $234,674
    From this org
    $229,820
    From related orgs
    $0
    Other
    $4,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,681
    Bonus
    $0
    Other
    $30,139
    Deferred
    $4,562
    Nontaxable benefits
    $292
    Filer's total
    $234,674

  • CIANI LYNN

    CHIEF RISK OFFICER (THRU 1/23)

    Total calculated
    $144,304
    From this org
    $143,536
    From related orgs
    $0
    Other
    $768
    Hours/week
    40

  • MORTENSEN WES

    DIRECTOR(THRU 4/23),CHAIR(FROM 4/23)

    Total calculated
    $32,262
    From this org
    $32,262
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • PLUMB SCOTT

    SECRETARY

    Total calculated
    $25,359
    From this org
    $25,359
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • KAMKOSI CHRISTINA

    DIRECTOR

    Total calculated
    $22,063
    From this org
    $22,063
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • CLARK SCOTT

    DIRECTOR

    Total calculated
    $17,153
    From this org
    $17,153
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • BENSON ADAM

    DIRECTOR

    Total calculated
    $13,913
    From this org
    $13,913
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • SMITH YVONNE

    VICE CHAIR

    Total calculated
    $12,435
    From this org
    $12,435
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • NIELSEN SUSAN

    DIRECTOR

    Total calculated
    $11,506
    From this org
    $11,506
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • HUPP RON

    CHAIR (THRU 4/23), DIRECTOR

    Total calculated
    $10,870
    From this org
    $10,870
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • OCHOA-BRUCK GLORIA

    DIRECTOR

    Total calculated
    $4,224
    From this org
    $4,224
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
BOARD MEMBERS WHO HAVE COMPANIONS TRAVELING HAVE THESE EXPENSES INCLUDED FOR TAXABLE PURPOSES IN THEIR 1099-MISC. TAX PAYMENTS ARE PROVIDED FOR EXECUTIVE LEVEL STAFF ON THE TAXABLE BENEFIT OF AN INTEREST-FREE LOAN ON A SPLIT DOLLAR LIFE INSURANCE POLICY. WELLNESS EXPENSES SUCH AS HEALTH CLUB DUES ARE PROVIDED FOR EXECUTIVE MANAGEMENT AS A BENEFIT. THEIR COMPENSATION IS TAXED APPROPRIATELY FOR THIS BENEFIT.
PART I, LINES 4A-B
NICOLE SHERMAN RECEIVED SEVERANCE OF $378,495 IN 2023; KARIN KAYSER RECEIVED SEVERANCE OF $131,037 IN 2023; AND MARCI MILLER RECEIVED SEVERANCE OF $127,052 IN 2023. GREG HANSEN PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 2023. $222,996 WAS REPORTED AS DEFERRED AND NO AMOUNTS WERE PAID OUT IN 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413209349322931

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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