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← PENTAGON FEDERAL CREDIT UNION FDN PENFED FOUNDATION

Form 990 for tax year 2024

Filed by PENTAGON FEDERAL CREDIT UNION FDN PENFED FOUNDATION.

Totals

Total revenue
$3,252,682
Total expenses
$2,260,393
Contributions and grants received
$3,414,962
Grants paid
$1,324,266
Program services expenses (Part IX)
$1,894,180
Management and general expenses
$351,865
Fundraising expenses
$14,348
Program service expenses (Part III)
$1,894,180

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Deborah Lee James

    Chairwoman

    Total calculated
    $0
    Hours/week
    2

  • James Quinn

    Vice Chair

    Total calculated
    $0
    Hours/week
    1.5 + 5 related

  • Sandra Patricola

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • David Barondess

    Director

    Total calculated
    $0
    Hours/week
    1

  • Edward B Cody

    Director

    Total calculated
    $0
    Hours/week
    1 + 28 related

  • Doug Doan

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Flynn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pete Hilger

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alfred Rudolph

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Katherine Watson

    Director of Philanthropy

    Total calculated
    $157,036
    From this org
    $0
    From related orgs
    $142,157
    Other
    $14,879
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $0 + $118,987 related
    Bonus
    $0 + $21,975 related
    Other
    $0 + $1,195 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,879 related
    Filer's total
    $0 + $157,036 related

  • Andrea McCarren

    President

    Total calculated
    $370,162
    From this org
    $0
    From related orgs
    $346,524
    Other
    $23,638
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $0 + $292,235 related
    Bonus
    $0 + $52,350 related
    Other
    $0 + $1,939 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,638 related
    Filer's total
    $0 + $370,162 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349313703

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

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