Skip to content
Nonprofiteer
← CREDIT UNIONS IN THE STATE OF WASHINGTON

Form 990 for tax year 2023

Filed by CREDIT UNIONS IN THE STATE OF WASHINGTON.

Totals

Total revenue
$155,133,528
Total expenses
$121,509,931
Contributions and grants received
$0
Grants paid
$719,421
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
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

  • KENNETH HOHENBERG

    CHAIRMAN

    Total calculated
    $45,635
    From this org
    $29,400
    From related orgs
    $0
    Other
    $16,235
    Hours/week
    5

  • WILLIAM SARACENO

    DIRECTOR

    Total calculated
    $27,300
    From this org
    $27,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DOUG CARL

    DIRECTOR

    Total calculated
    $25,570
    From this org
    $16,000
    From related orgs
    $0
    Other
    $9,570
    Hours/week
    2

  • KENNETH GALE

    TREASURER

    Total calculated
    $24,287
    From this org
    $23,100
    From related orgs
    $0
    Other
    $1,187
    Hours/week
    3

  • RICHARD CUMMINS

    SECRETARY

    Total calculated
    $23,100
    From this org
    $23,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • WILLIAM CLARKE

    DIRECTOR

    Total calculated
    $22,187
    From this org
    $21,000
    From related orgs
    $0
    Other
    $1,187
    Hours/week
    2

  • WILLIAM TANNER

    VICE CHAIRMAN

    Total calculated
    $1,187
    From this org
    $0
    From related orgs
    $0
    Other
    $1,187
    Hours/week
    3

  • DOLORES BROESKE

    SR VP/CEO

    Total calculated
    $1,141,976
    From this org
    $1,081,122
    From related orgs
    $0
    Other
    $60,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,030,698
    Bonus
    $2,500
    Other
    $47,924
    Deferred
    $40,585
    Nontaxable benefits
    $20,269
    Filer's total
    $1,141,976

  • SCOTT MITCHELL

    SR VP/CFO

    Total calculated
    $736,893
    From this org
    $670,728
    From related orgs
    $0
    Other
    $66,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $589,246
    Bonus
    $55,001
    Other
    $26,481
    Deferred
    $38,863
    Nontaxable benefits
    $27,302
    Filer's total
    $736,893

  • RUBY CAMPOS

    SR VP/COO

    Total calculated
    $647,543
    From this org
    $584,334
    From related orgs
    $0
    Other
    $63,209
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $510,136
    Bonus
    $47,717
    Other
    $26,481
    Deferred
    $38,802
    Nontaxable benefits
    $24,407
    Filer's total
    $647,543

  • JESSICA GAUDREAULT

    SR VP/CRO

    Total calculated
    $623,697
    From this org
    $556,987
    From related orgs
    $0
    Other
    $66,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $485,171
    Bonus
    $45,287
    Other
    $26,529
    Deferred
    $39,150
    Nontaxable benefits
    $27,560
    Filer's total
    $623,697

  • ASHLEY WARD

    CHIEF INFORMATION OFFICER

    Total calculated
    $545,255
    From this org
    $495,819
    From related orgs
    $0
    Other
    $49,436
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $428,534
    Bonus
    $40,100
    Other
    $27,185
    Deferred
    $31,424
    Nontaxable benefits
    $18,012
    Filer's total
    $545,255

  • MARCUS HALL

    CHIEF LENDING OFFICER

    Total calculated
    $529,837
    From this org
    $464,342
    From related orgs
    $0
    Other
    $65,495
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $401,590
    Bonus
    $40,000
    Other
    $22,752
    Deferred
    $37,326
    Nontaxable benefits
    $28,169
    Filer's total
    $529,837

  • PAUL PEDERSEN

    VP OF ACCTG AND FINANCE/CONTROLLER

    Total calculated
    $489,975
    From this org
    $346,060
    From related orgs
    $0
    Other
    $143,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,435
    Bonus
    $51,500
    Other
    $26,125
    Deferred
    $115,618
    Nontaxable benefits
    $28,297
    Filer's total
    $489,975

  • JEREMY O'NIEL

    VP OF MARKETING

    Total calculated
    $320,901
    From this org
    $265,628
    From related orgs
    $0
    Other
    $55,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,371
    Bonus
    $42,896
    Other
    $361
    Deferred
    $26,285
    Nontaxable benefits
    $28,988
    Filer's total
    $320,901

  • MONTE DRAKE

    VP OF COMMERCIAL SERVICES

    Total calculated
    $300,829
    From this org
    $271,910
    From related orgs
    $0
    Other
    $28,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,007
    Bonus
    $43,080
    Other
    $2,823
    Deferred
    $7,063
    Nontaxable benefits
    $21,856
    Filer's total
    $300,829

  • JANEL MARINO

    VP OF BRANCH MANAGEMENT/MEMBER EXP

    Total calculated
    $275,312
    From this org
    $224,095
    From related orgs
    $0
    Other
    $51,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,846
    Bonus
    $37,860
    Other
    $3,389
    Deferred
    $23,010
    Nontaxable benefits
    $28,207
    Filer's total
    $275,312

  • NOEMY CORREA

    VP OF BRANCH OPERATIONS

    Total calculated
    $270,927
    From this org
    $218,405
    From related orgs
    $0
    Other
    $52,522
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,100
    Bonus
    $34,718
    Other
    $1,587
    Deferred
    $25,200
    Nontaxable benefits
    $27,322
    Filer's total
    $270,927

  • DONALD FRIGAARD

    VP OF MORTGAGE

    Total calculated
    $267,349
    From this org
    $234,714
    From related orgs
    $0
    Other
    $32,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,221
    Bonus
    $36,450
    Other
    $5,043
    Deferred
    $6,164
    Nontaxable benefits
    $26,471
    Filer's total
    $267,349

  • NICOLE PRINCE

    VP OF HUMAN RESOURCES

    Total calculated
    $258,246
    From this org
    $208,782
    From related orgs
    $0
    Other
    $49,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,801
    Bonus
    $34,254
    Other
    $2,727
    Deferred
    $22,326
    Nontaxable benefits
    $27,138
    Filer's total
    $258,246

  • JENIFER GATELEY

    VP OF CARD SERVICES

    Total calculated
    $231,267
    From this org
    $189,219
    From related orgs
    $0
    Other
    $42,048
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,012
    Bonus
    $29,935
    Other
    $2,272
    Deferred
    $21,806
    Nontaxable benefits
    $20,242
    Filer's total
    $231,267

  • JASON LACHER

    VP OF INFORMATION SYSTEMS

    Total calculated
    $199,148
    From this org
    $172,270
    From related orgs
    $0
    Other
    $26,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,777
    Bonus
    $0
    Other
    $2,493
    Deferred
    $4,794
    Nontaxable benefits
    $22,084
    Filer's total
    $199,148

  • ISELDA TORRES

    VP OF ASSET RECOVERY

    Total calculated
    $199,356
    From this org
    $158,430
    From related orgs
    $0
    Other
    $40,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,218
    Bonus
    $25,589
    Other
    -$1,377
    Deferred
    $13,847
    Nontaxable benefits
    $27,079
    Filer's total
    $199,356

  • AARON FOX

    SOFTWARE ENGINEER MANAGER

    Total calculated
    $227,667
    From this org
    $181,044
    From related orgs
    $0
    Other
    $46,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,566
    Bonus
    $6,923
    Other
    $1,555
    Deferred
    $19,146
    Nontaxable benefits
    $27,477
    Filer's total
    $227,667

  • NIVIE SIZEMORE

    DIRECTOR OF ACCOUNTING

    Total calculated
    $220,522
    From this org
    $181,610
    From related orgs
    $0
    Other
    $38,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,166
    Bonus
    $17,362
    Other
    $1,082
    Deferred
    $20,172
    Nontaxable benefits
    $18,740
    Filer's total
    $220,522

  • ENIF MICHAEL

    MORTGAGE LOAN OFFICER

    Total calculated
    $217,130
    From this org
    $171,134
    From related orgs
    $0
    Other
    $45,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $24,506
    Bonus
    $140,494
    Other
    $6,134
    Deferred
    $34,568
    Nontaxable benefits
    $11,428
    Filer's total
    $217,130

  • ROMELIA COCKRUM

    DIRECTOR OF MORTGAGE

    Total calculated
    $205,219
    From this org
    $170,568
    From related orgs
    $0
    Other
    $34,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,835
    Bonus
    $18,630
    Other
    $7,103
    Deferred
    $18,298
    Nontaxable benefits
    $16,353
    Filer's total
    $205,219

  • ROBERT CARTER

    IT DISASTER RECOVERY & DATA CENTER MANAGER

    Total calculated
    $211,311
    From this org
    $185,709
    From related orgs
    $0
    Other
    $25,602
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,597
    Bonus
    $6,923
    Other
    $3,189
    Deferred
    $5,184
    Nontaxable benefits
    $20,418
    Filer's total
    $211,311

  • CAROLYN O'NIEL

    FORMER SR VP/CDO

    Total calculated
    $169,507
    From this org
    $166,705
    From related orgs
    $0
    Other
    $2,802
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $19,379
    Bonus
    $46,511
    Other
    $100,815
    Deferred
    $2,003
    Nontaxable benefits
    $799
    Filer's total
    $169,507

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, and on a Form 990-PF Part VIII's — 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 · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
PURSUANT TO HAPO'S POLICIES, FIRST-CLASS TRAVEL IS PROVIDED FOR SPOUSES OR SIGNIFICANT OTHERS OF DIRECTORS AND EXECUTIVE MANAGEMENT WHILE ON CREDIT UNION RELATED TRAVEL. SPOUSAL TRAVEL IS TAXED TO THE EMPLOYEE.
PART I, LINE 1B
PAYMENT FOR ANY AND ALL REIMBURSABLE EXPENSES MUST HAVE SUFFICIENT SUPPORTING DOCUMENTATION OR EXPLANATION.
PART I, LINE 4B
THE FOLLOWING EMPLOYEES ARE PARTICIPANTS IN A SPLIT DOLLAR LIFE INSURANCE PLAN: SCOTT MITCHELL, DOLORES BROESKE, JESSICA GAUDREAULT AND RUBY CAMPOS. PAUL PEDERSEN PARTICIPATES IN A 457(F) PLAN. IN 2023, $75,000 WAS ACCRUED IN HIS PLAN.

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
10 June 2024
IRS schema version
2023v5.0
Source object
202421649349300012

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.