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Nonprofiteer
← NUMERICA CREDIT UNION

Form 990 for tax year 2022

Filed by NUMERICA CREDIT UNION.

Totals

Total revenue
$175,521,623
Total expenses
$139,888,212
Contributions and grants received
$0
Grants paid
$626,417
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

  • HUPP RON

    CHAIR

    Total calculated
    $31,588
    From this org
    $31,588
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • MORTENSEN WES

    VICE CHAIR (THRU 4/22), DIRECTOR

    Total calculated
    $27,816
    From this org
    $27,816
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • CLARK SCOTT

    DIRECTOR

    Total calculated
    $24,989
    From this org
    $24,989
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • SMITH YVONNE

    DIRECTOR

    Total calculated
    $20,861
    From this org
    $20,861
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • PLUMB SCOTT

    SECRETARY (FROM 4/22)

    Total calculated
    $18,572
    From this org
    $18,572
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • BENSON ADAM

    DIRECTOR

    Total calculated
    $17,323
    From this org
    $17,323
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • NIELSEN SUSAN

    SECRETARY (THRU 4/22), DIRECTOR

    Total calculated
    $15,615
    From this org
    $15,615
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • KAMKOSI CHRISTINA

    DIRECTOR

    Total calculated
    $11,568
    From this org
    $11,568
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • OCHOA-BRUCK GLORIA

    VICE CHAIR (FROM 4/22)

    Total calculated
    $11,539
    From this org
    $11,539
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • CICERO CARLA

    PRESIDENT/CEO

    Total calculated
    $1,646,582
    From this org
    $1,611,854
    From related orgs
    $0
    Other
    $34,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $718,681
    Bonus
    $259,660
    Other
    $633,513
    Deferred
    $27,000
    Nontaxable benefits
    $7,728
    Filer's total
    $1,646,582

  • SHERMAN NICOLE

    CHIEF OPERATIONS OFFICER

    Total calculated
    $591,370
    From this org
    $557,470
    From related orgs
    $0
    Other
    $33,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $365,631
    Bonus
    $179,622
    Other
    $12,217
    Deferred
    $27,000
    Nontaxable benefits
    $6,900
    Filer's total
    $591,370

  • FERGUSON KELLEY

    CHIEF ADMINISTRATION OFFICER

    Total calculated
    $515,741
    From this org
    $497,478
    From related orgs
    $0
    Other
    $18,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,483
    Bonus
    $128,714
    Other
    $1,281
    Deferred
    $12,262
    Nontaxable benefits
    $6,001
    Filer's total
    $515,741

  • PLANK KENNETH

    CHIEF LENDING OFFICER

    Total calculated
    $495,472
    From this org
    $460,776
    From related orgs
    $0
    Other
    $34,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $325,657
    Bonus
    $121,291
    Other
    $13,828
    Deferred
    $20,791
    Nontaxable benefits
    $13,905
    Filer's total
    $495,472

  • CIANI LYNN

    CHIEF RISK OFFICER

    Total calculated
    $493,711
    From this org
    $459,106
    From related orgs
    $0
    Other
    $34,605
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,626
    Bonus
    $119,291
    Other
    $6,189
    Deferred
    $27,000
    Nontaxable benefits
    $7,605
    Filer's total
    $493,711

  • RICHARDSON BEN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $453,565
    From this org
    $419,992
    From related orgs
    $0
    Other
    $33,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,342
    Bonus
    $123,579
    Other
    $1,071
    Deferred
    $19,668
    Nontaxable benefits
    $13,905
    Filer's total
    $453,565

  • HANSEN GREG

    EVP CREDIT ADMINISTRATION

    Total calculated
    $541,163
    From this org
    $457,019
    From related orgs
    $0
    Other
    $84,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,810
    Bonus
    $156,834
    Other
    $10,375
    Deferred
    $72,943
    Nontaxable benefits
    $11,201
    Filer's total
    $541,163

  • CLUTE TROY

    SVP HLC, DEALER SERVICES, & RETAIL

    Total calculated
    $397,785
    From this org
    $365,623
    From related orgs
    $0
    Other
    $32,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,090
    Bonus
    $116,865
    Other
    $1,668
    Deferred
    $20,099
    Nontaxable benefits
    $12,063
    Filer's total
    $397,785

  • O'CALLAGHAN JENNIFER

    SVP OF MARKETING AND ANALYTICS

    Total calculated
    $380,848
    From this org
    $349,583
    From related orgs
    $0
    Other
    $31,265
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,996
    Bonus
    $123,988
    Other
    $599
    Deferred
    $20,500
    Nontaxable benefits
    $10,765
    Filer's total
    $380,848

  • MELCHER JOSHUA

    SVP OF BUSINESS SERVICES

    Total calculated
    $377,301
    From this org
    $351,058
    From related orgs
    $0
    Other
    $26,243
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,655
    Bonus
    $117,887
    Other
    $2,516
    Deferred
    $14,909
    Nontaxable benefits
    $11,334
    Filer's total
    $377,301

  • PEARMAN- GILLMAN KIM

    SVP EQUITY & COMMUNITY DEVELOPMENT

    Total calculated
    $366,702
    From this org
    $325,710
    From related orgs
    $0
    Other
    $40,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,703
    Bonus
    $78,382
    Other
    $12,625
    Deferred
    $26,205
    Nontaxable benefits
    $14,787
    Filer's total
    $366,702

  • ALMOND NANCY

    SVP PROGRAM MANAGER - NFS

    Total calculated
    $361,812
    From this org
    $344,462
    From related orgs
    $0
    Other
    $17,350
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,538
    Bonus
    $121,662
    Other
    $2,262
    Deferred
    $10,450
    Nontaxable benefits
    $6,900
    Filer's total
    $361,812

  • MURRAY KAYCEE

    SVP INFORMATION TECHNOLOGY

    Total calculated
    $360,170
    From this org
    $323,843
    From related orgs
    $0
    Other
    $36,327
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,602
    Bonus
    $97,417
    Other
    $2,824
    Deferred
    $20,500
    Nontaxable benefits
    $15,827
    Filer's total
    $360,170

  • STIRLING ANDY

    SVP OF CENTRAL WASHINGTON REGION

    Total calculated
    $356,994
    From this org
    $342,917
    From related orgs
    $0
    Other
    $14,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,140
    Bonus
    $117,520
    Other
    $10,257
    Deferred
    $172
    Nontaxable benefits
    $13,905
    Filer's total
    $356,994

  • WEIS KAREN

    SVP RISK

    Total calculated
    $356,337
    From this org
    $321,674
    From related orgs
    $0
    Other
    $34,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,724
    Bonus
    $83,312
    Other
    $1,638
    Deferred
    $27,000
    Nontaxable benefits
    $7,663
    Filer's total
    $356,337

  • FOX MARK

    SVP PAYMENT SERVICES & DIGITAL

    Total calculated
    $323,100
    From this org
    $294,855
    From related orgs
    $0
    Other
    $28,245
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,745
    Bonus
    $70,012
    Other
    $1,098
    Deferred
    $20,500
    Nontaxable benefits
    $7,745
    Filer's total
    $323,100

  • KAYSER KARIN

    SVP DIGITAL EXPERIENCE & ENGAGEMENT

    Total calculated
    $315,777
    From this org
    $282,635
    From related orgs
    $0
    Other
    $33,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,868
    Bonus
    $32,941
    Other
    $826
    Deferred
    $21,808
    Nontaxable benefits
    $11,334
    Filer's total
    $315,777

  • SKINFILL LINDSEY

    SVP PEOPLE POTENTIAL

    Total calculated
    $289,287
    From this org
    $261,042
    From related orgs
    $0
    Other
    $28,245
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,323
    Bonus
    $55,185
    Other
    $534
    Deferred
    $20,500
    Nontaxable benefits
    $7,745
    Filer's total
    $289,287

  • MILLER MARCI

    SVP RETAIL EXPERIENCE & ENGAGEMENT

    Total calculated
    $268,874
    From this org
    $239,673
    From related orgs
    $0
    Other
    $29,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,273
    Bonus
    $18,367
    Other
    $6,033
    Deferred
    $18,000
    Nontaxable benefits
    $11,201
    Filer's total
    $268,874

  • CLABBY JACLYN

    SVP GENERAL COUNSEL

    Total calculated
    $260,518
    From this org
    $239,484
    From related orgs
    $0
    Other
    $21,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,354
    Bonus
    $51,828
    Other
    $302
    Deferred
    $7,559
    Nontaxable benefits
    $13,475
    Filer's total
    $260,518

  • CHAMBERLIN BRYCE

    VP PRIVATE BANKING TEAM LEADER

    Total calculated
    $441,103
    From this org
    $414,759
    From related orgs
    $0
    Other
    $26,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,175
    Bonus
    $249,203
    Other
    $2,381
    Deferred
    $18,421
    Nontaxable benefits
    $7,923
    Filer's total
    $441,103

  • PEARSE DANIEL

    VP REGIONAL COMMERCIAL BANKING

    Total calculated
    $299,873
    From this org
    $269,133
    From related orgs
    $0
    Other
    $30,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,271
    Bonus
    $87,135
    Other
    $2,727
    Deferred
    $16,835
    Nontaxable benefits
    $13,905
    Filer's total
    $299,873

  • BERDAR CLIFFORD

    HLC SALES MANAGER

    Total calculated
    $267,463
    From this org
    $247,540
    From related orgs
    $0
    Other
    $19,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,104
    Bonus
    $78,902
    Other
    $3,534
    Deferred
    $12,000
    Nontaxable benefits
    $7,923
    Filer's total
    $267,463

  • ASAN GEOFFREY

    VP COMMERCIAL BANKING TEAM LEADER

    Total calculated
    $246,108
    From this org
    $225,699
    From related orgs
    $0
    Other
    $20,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,283
    Bonus
    $71,223
    Other
    $3,193
    Deferred
    $7,066
    Nontaxable benefits
    $13,343
    Filer's total
    $246,108

  • MADSEN RUSTY

    VP RETAIL EXPERIENCE

    Total calculated
    $244,833
    From this org
    $219,211
    From related orgs
    $0
    Other
    $25,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,653
    Bonus
    $66,572
    Other
    $986
    Deferred
    $10,250
    Nontaxable benefits
    $15,372
    Filer's total
    $244,833

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
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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. 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, LINE 4B
CARLA CICERO, CEO, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED A PAYOUT OF $620,748 IN 2022.

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
2022
Filed
11 October 2023
IRS schema version
2022v5.0
Source object
202322849349302252

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

The source document this was parsed from is served over the API, which is where bulk and document access live.