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Nonprofiteer
← COLUMBIA COMMUNITY CREDIT UNION

Form 990 for tax year 2023

Filed by COLUMBIA COMMUNITY CREDIT UNION.

Totals

Total revenue
$117,918,562
Total expenses
$91,966,725
Contributions and grants received
$0
Grants paid
$352,010
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

  • JOE VANCE

    DIRECTOR BOARD CHAIR

    Total calculated
    $25,395
    From this org
    $25,395
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • MAX AULT

    DIRECTOR VICE CHAIR

    Total calculated
    $20,599
    From this org
    $20,599
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • TRACEY MALONE

    DIRECTOR SECRETARY

    Total calculated
    $17,683
    From this org
    $17,683
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • DENA STRONG

    DIRECTOR TREASURER

    Total calculated
    $20,317
    From this org
    $20,317
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • CAROL VAN NATTA

    DIRECTOR

    Total calculated
    $17,917
    From this org
    $17,917
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • MARCI WHITE-STUMPF

    DIRECTOR

    Total calculated
    $15,599
    From this org
    $15,599
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • ERIC SAWYER

    DIRECTOR

    Total calculated
    $20,599
    From this org
    $20,599
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • TIM SCHAUER

    DIRECTOR

    Total calculated
    $18,291
    From this org
    $18,291
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • JULIANNA MARLER

    DIRECTOR

    Total calculated
    $15,326
    From this org
    $15,326
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3

  • STEPHON D KENNY

    PRESIDENT CEO THROUGH JAN 2023

    Total calculated
    $1,323,932
    From this org
    $1,301,884
    From related orgs
    $0
    Other
    $22,048
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $787,264
    Bonus
    $159,616
    Other
    $355,004
    Deferred
    $1,638
    Nontaxable benefits
    $20,410
    Filer's total
    $1,323,932

  • LINDSEY R SALVESTRIN

    PRESIDENT CEO

    Total calculated
    $767,537
    From this org
    $614,308
    From related orgs
    $0
    Other
    $153,229
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $461,412
    Bonus
    $64,863
    Other
    $88,033
    Deferred
    $128,005
    Nontaxable benefits
    $25,224
    Filer's total
    $767,537

  • PENNY R HARRIS

    SVP CHIEF FINANCIAL OFFICER

    Total calculated
    $405,645
    From this org
    $315,379
    From related orgs
    $0
    Other
    $90,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,795
    Bonus
    $48,600
    Other
    $7,984
    Deferred
    $65,050
    Nontaxable benefits
    $25,216
    Filer's total
    $405,645

  • MARC T TIMM

    SVP CHIEF CREDIT AND LENDING OFFICER

    Total calculated
    $497,407
    From this org
    $405,935
    From related orgs
    $0
    Other
    $91,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $335,144
    Bonus
    $64,541
    Other
    $6,250
    Deferred
    $74,220
    Nontaxable benefits
    $17,252
    Filer's total
    $497,407

  • JAMES B WOOD III

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $492,956
    From this org
    $421,829
    From related orgs
    $0
    Other
    $71,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,764
    Bonus
    $53,395
    Other
    $83,670
    Deferred
    $53,770
    Nontaxable benefits
    $17,357
    Filer's total
    $492,956

  • MARK C MICHAELS

    CHIEF INFORMATION OFFICER

    Total calculated
    $414,792
    From this org
    $346,659
    From related orgs
    $0
    Other
    $68,133
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,510
    Bonus
    $53,681
    Other
    $8,468
    Deferred
    $59,644
    Nontaxable benefits
    $8,489
    Filer's total
    $414,792

  • COLLEEN BOCCIA

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $398,315
    From this org
    $322,275
    From related orgs
    $0
    Other
    $76,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,505
    Bonus
    $48,117
    Other
    $20,653
    Deferred
    $69,095
    Nontaxable benefits
    $6,945
    Filer's total
    $398,315

  • WENDY SMITH

    CHIEF RISK OFFICER

    Total calculated
    $379,153
    From this org
    $304,770
    From related orgs
    $0
    Other
    $74,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,108
    Bonus
    $47,676
    Other
    $7,986
    Deferred
    $57,686
    Nontaxable benefits
    $16,697
    Filer's total
    $379,153

  • MICHAEL D FLOREA

    CHIEF DATA OFFICER

    Total calculated
    $370,870
    From this org
    $282,799
    From related orgs
    $0
    Other
    $88,071
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,403
    Bonus
    $44,288
    Other
    $7,108
    Deferred
    $62,845
    Nontaxable benefits
    $25,226
    Filer's total
    $370,870

  • JOSEPH I STORM

    VP DIRECTOR COMMERCIAL & BUSINESS SERVICES

    Total calculated
    $362,677
    From this org
    $342,197
    From related orgs
    $0
    Other
    $20,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,622
    Bonus
    $105,925
    Other
    $5,650
    Deferred
    $19,800
    Nontaxable benefits
    $680
    Filer's total
    $362,677

  • CARLOS M ZUNIGA

    VP LENDING OPERATIONS

    Total calculated
    $253,017
    From this org
    $229,166
    From related orgs
    $0
    Other
    $23,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    $28,166
    Other
    $1,000
    Deferred
    $13,699
    Nontaxable benefits
    $10,152
    Filer's total
    $253,017

  • JOHN R STEINKE

    HOME LOAN OFFICER

    Total calculated
    $248,045
    From this org
    $215,638
    From related orgs
    $0
    Other
    $32,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $33,109
    Bonus
    $181,979
    Other
    $550
    Deferred
    $13,552
    Nontaxable benefits
    $18,855
    Filer's total
    $248,045

  • TIFFANY M MCGUIRE

    VP BRANCH SERVICES

    Total calculated
    $250,380
    From this org
    $226,804
    From related orgs
    $0
    Other
    $23,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,265
    Bonus
    $28,289
    Other
    $6,250
    Deferred
    $11,834
    Nontaxable benefits
    $11,742
    Filer's total
    $250,380

  • SAMANTHA J SANDFORD

    VP COMMERCIAL RELATIONSHIP MANAGER

    Total calculated
    $265,036
    From this org
    $243,426
    From related orgs
    $0
    Other
    $21,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,939
    Bonus
    $98,237
    Other
    $250
    Deferred
    $14,673
    Nontaxable benefits
    $6,937
    Filer's total
    $265,036

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
  • 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
THE CEO'S EMPLOYMENT AGREEMENT ALLOWS FOR THE COST OF SPOUSE TRAVEL FOR 3 CONFERENCES A YEAR. BOARD POLICY ALLOWS FOR SPOUSE/DOMESTIC PARTNER ALLOWANCE OF $599 ANNUALLY WHILE ACCOMPANYING AN OFFICIAL ON CREDIT UNION-RELATED TRAINING. THE CEO'S ALLOWANCE IS NOT TREATED AS TAXABLE COMPENSATION, WHEREAS THE OFFICIAL'S ALLOWANCE IS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4B
LINDSEY R SALVESTRIN, 457(F) PLAN - $233,556 COLLEEN BOCCIA, 457(F) PLAN - $146,342 MICHAEL D FLOREA, 457(F) PLAN - $136,381 JAMES B. WOOD III, 457(F) PLAN - $34,611 MARC T TIMM, 457(F) PLAN - $131,853 WENDY SMITH, 457(F) PLAN - $113,808 PENNY R. HARRIS, 457(F) PLAN - $113,855 MARK C MICHAELS, 457(F) PLAN - $73,603

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 May 2024
IRS schema version
2023v5.0
Source object
202411359349313861

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

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