Totals
- Total revenue
- $238,014,215
- Total expenses
- $178,994,388
- Contributions and grants received
- $59,890
- Grants paid
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Ezra Eckhardt
President and CEO
- Total calculated
- $1,356,736
- From this org
- $1,129,836
- From related orgs
- $0
- Other
- $226,900
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $838,288
- Bonus
- $278,608
- Other
- $12,940
- Deferred
- $219,193
- Nontaxable benefits
- $226,900
- Filer's total
- $1,575,929
-
Lindsey Myhre
EVP & CFO
- Total calculated
- $620,440
- From this org
- $519,196
- From related orgs
- $0
- Other
- $101,244
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $419,658
- Bonus
- $94,951
- Other
- $4,587
- Deferred
- $93,537
- Nontaxable benefits
- $101,244
- Filer's total
- $713,977
-
Patricia Baughman
CDO
- Total calculated
- $444,543
- From this org
- $360,491
- From related orgs
- $0
- Other
- $84,052
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $288,195
- Bonus
- $67,620
- Other
- $4,675
- Deferred
- $74,038
- Nontaxable benefits
- $10,015
- Filer's total
- $444,543
-
David Flood
CLO
- Total calculated
- $437,198
- From this org
- $356,216
- From related orgs
- $0
- Other
- $80,982
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $284,817
- Bonus
- $67,154
- Other
- $4,245
- Deferred
- $73,275
- Nontaxable benefits
- $7,707
- Filer's total
- $437,198
-
Scott Rabe
Vice President
- Total calculated
- $383,025
- From this org
- $294,178
- From related orgs
- $0
- Other
- $88,847
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,397
- Bonus
- $50,249
- Other
- $34,531
- Deferred
- $64,018
- Nontaxable benefits
- $24,829
- Filer's total
- $383,024
-
Patricia Kelly
Senior Vice President
- Total calculated
- $373,534
- From this org
- $300,588
- From related orgs
- $0
- Other
- $72,946
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $239,432
- Bonus
- $56,163
- Other
- $4,993
- Deferred
- $65,239
- Nontaxable benefits
- $72,946
- Filer's total
- $438,773
-
Marty Dickinson
CMO
- Total calculated
- $361,913
- From this org
- $284,665
- From related orgs
- $0
- Other
- $77,248
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,661
- Bonus
- $53,752
- Other
- $5,252
- Deferred
- $62,943
- Nontaxable benefits
- $77,248
- Filer's total
- $424,856
-
Ronda Mitchell
Commercial Loan Officer
- Total calculated
- $339,326
- From this org
- $256,051
- From related orgs
- $0
- Other
- $83,275
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,132
- Bonus
- $121,625
- Other
- $295
- Deferred
- $75,567
- Nontaxable benefits
- $83,275
- Filer's total
- $414,894
-
Joseph Yetter
Senior Vice President
- Total calculated
- $334,781
- From this org
- $270,233
- From related orgs
- $0
- Other
- $64,548
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,488
- Bonus
- $51,963
- Other
- $4,782
- Deferred
- $48,317
- Nontaxable benefits
- $16,231
- Filer's total
- $334,781
-
Brian Scott
Vice President
- Total calculated
- $318,954
- From this org
- $255,455
- From related orgs
- $0
- Other
- $63,499
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,265
- Bonus
- $47,911
- Other
- $4,279
- Deferred
- $55,792
- Nontaxable benefits
- $7,707
- Filer's total
- $318,954
-
Christopher Severin
Vice President
- Total calculated
- $313,778
- From this org
- $252,346
- From related orgs
- $0
- Other
- $61,432
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $199,140
- Bonus
- $48,349
- Other
- $4,856
- Deferred
- $45,927
- Nontaxable benefits
- $15,505
- Filer's total
- $313,777
-
Christie Moore
Commerical Manager
- Total calculated
- $303,584
- From this org
- $229,977
- From related orgs
- $0
- Other
- $73,607
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,718
- Bonus
- $68,514
- Other
- $1,745
- Deferred
- $64,281
- Nontaxable benefits
- $73,607
- Filer's total
- $367,865
-
Richard Lentz
Vice President
- Total calculated
- $295,896
- From this org
- $236,607
- From related orgs
- $0
- Other
- $59,289
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,825
- Bonus
- $44,405
- Other
- $4,377
- Deferred
- $51,581
- Nontaxable benefits
- $59,289
- Filer's total
- $347,477
-
William Lusk
Financial Advisor
- Total calculated
- $294,082
- From this org
- $248,979
- From related orgs
- $0
- Other
- $45,103
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $248,153
- Bonus
- $0
- Other
- $826
- Deferred
- $25,798
- Nontaxable benefits
- $45,103
- Filer's total
- $319,880
-
Robyn Galtieri
Vice President
- Total calculated
- $283,644
- From this org
- $231,553
- From related orgs
- $0
- Other
- $52,091
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,410
- Bonus
- $42,857
- Other
- $4,286
- Deferred
- $50,591
- Nontaxable benefits
- $52,091
- Filer's total
- $334,235
-
Melanie Shanks
Chief Internal Auditor
- Total calculated
- $274,402
- From this org
- $223,718
- From related orgs
- $0
- Other
- $50,684
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $189,201
- Bonus
- $33,476
- Other
- $1,041
- Deferred
- $42,977
- Nontaxable benefits
- $50,684
- Filer's total
- $317,379
-
Trina Murphy
Home Loan Officer
- Total calculated
- $270,471
- From this org
- $224,379
- From related orgs
- $0
- Other
- $46,092
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $220,984
- Bonus
- $0
- Other
- $3,395
- Deferred
- $23,243
- Nontaxable benefits
- $46,092
- Filer's total
- $293,714
-
Chris Morlan
Chairman
- Total calculated
- $24,525
- From this org
- $24,525
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $24,525
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $24,525
-
Richard W Stanley
Director
- Total calculated
- $16,351
- From this org
- $16,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $16,351
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $16,351
-
Adriane L Hanley
Director
- Total calculated
- $16,351
- From this org
- $16,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $16,351
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $16,351
-
Steven Jones
Director
- Total calculated
- $16,351
- From this org
- $16,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $16,351
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $16,351
-
Dennis Michael Rennaker
Director
- Total calculated
- $16,351
- From this org
- $16,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $16,351
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $16,351
-
Dolores Humiston
Director
- Total calculated
- $16,351
- From this org
- $16,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $16,351
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $16,351
-
Catherine Brazil
Director
- Total calculated
- $16,351
- From this org
- $16,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $16,351
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $16,351
-
Jeffrey Perkins
Vice Chair
- Total calculated
- $16,351
- From this org
- $16,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $16,351
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $16,351
-
Justin Botejue
Director
- Total calculated
- $16,351
- From this org
- $16,351
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $16,351
- Bonus
- $0
- Other
- $801
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $17,152
-
Brian Read
CRO
- Total calculated
- $15,441
- From this org
- $15,441
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $15,341
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $15,341
-
Kathryn Dobson
Audit Chairwoman
- Total calculated
- $14,644
- From this org
- $14,644
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $14,644
- Bonus
- $0
- Other
- $1,090
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $15,734
-
Kevin Spohr
Supervisory Com
- Total calculated
- $9,763
- From this org
- $9,763
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $9,763
- Bonus
- $0
- Other
- $122
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $9,885
-
Janet McCann
Supervisory Com
- Total calculated
- $9,763
- From this org
- $9,763
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
Schedule J breakdown matched by us
- Base
- $9,763
- Bonus
- $0
- Other
- $265
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $10,028
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
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- Schedule J, Part I, Line 1a
- The Credit Union will reimburse board members for travel for companions to conferences. These reimbursements are treated as taxable events and included on the board member's year end tax forms
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343079349302839
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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