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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
$317,874,177
Total expenses
$289,348,460
Contributions and grants received
$0
Grants paid
$100,000
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

  • DOUG MAH

    BOARD CHAIR

    Total calculated
    $3,006
    From this org
    $3,006
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • VERONICA BRONKEMA

    BOARD VICE CHAIR

    Total calculated
    $3,641
    From this org
    $3,641
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MARCUS GLASPER

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CAROLE WASHBURN

    BOARD PAST CHAIR

    Total calculated
    $1,967
    From this org
    $1,967
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TRACY GUERIN

    BOARD MEMBER

    Total calculated
    $1,223
    From this org
    $1,223
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • STACIA HOLLAR

    BOARD MEMBER

    Total calculated
    $1,550
    From this org
    $1,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • VIKKI SMITH

    BOARD MEMBER

    Total calculated
    $2,304
    From this org
    $2,304
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOSEPH PEARSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVE LEARCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRUDY SOUCOUP

    BOARD MEMBER

    Total calculated
    $4,800
    From this org
    $4,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MIKE VANDERLINDE

    BOARD MEMBER

    Total calculated
    $2,250
    From this org
    $2,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • GARY SWINDLER

    PRESIDENT - CEO

    Total calculated
    $1,748,023
    From this org
    $1,415,924
    From related orgs
    $0
    Other
    $332,099
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $761,103
    Bonus
    $556,859
    Other
    $97,962
    Deferred
    $314,922
    Nontaxable benefits
    $17,177
    Filer's total
    $1,748,023

  • RANDY GUNDERSON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $657,197
    From this org
    $550,241
    From related orgs
    $0
    Other
    $106,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $423,102
    Bonus
    $105,678
    Other
    $21,461
    Deferred
    $80,951
    Nontaxable benefits
    $26,005
    Filer's total
    $657,197

  • SHARON WHITEHEAD

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $928,662
    From this org
    $834,255
    From related orgs
    $0
    Other
    $94,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $430,108
    Bonus
    $105,391
    Other
    $298,756
    Deferred
    $81,639
    Nontaxable benefits
    $12,768
    Filer's total
    $928,662

  • PAUL KIRKBRIDE

    CHIEF OPERATING OFFICER

    Total calculated
    $791,735
    From this org
    $681,120
    From related orgs
    $0
    Other
    $110,615
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $438,133
    Bonus
    $105,411
    Other
    $137,576
    Deferred
    $82,461
    Nontaxable benefits
    $28,154
    Filer's total
    $791,735

  • JULIE LIND

    CHIEF LENDING OFFICER

    Total calculated
    $437,350
    From this org
    $295,079
    From related orgs
    $0
    Other
    $142,271
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,274
    Bonus
    $34,367
    Other
    $8,438
    Deferred
    $125,131
    Nontaxable benefits
    $17,140
    Filer's total
    $437,350

  • JUDITH HENDERSON

    CHIEF TECH & OPS OFFICER/CEO QCF

    Total calculated
    $386,395
    From this org
    $313,304
    From related orgs
    $0
    Other
    $73,091
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,878
    Bonus
    $33,426
    Other
    $0
    Deferred
    $51,748
    Nontaxable benefits
    $21,343
    Filer's total
    $386,395

  • EMILY FRIESEN

    CHIEF MARKETING & ANALYTICS OFFICER

    Total calculated
    $385,954
    From this org
    $357,545
    From related orgs
    $0
    Other
    $28,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $317,061
    Bonus
    $40,484
    Other
    $0
    Deferred
    $21,142
    Nontaxable benefits
    $7,267
    Filer's total
    $385,954

  • RYAN BROOKS

    CHIEF DIGITAL OFFICER

    Total calculated
    $351,079
    From this org
    $215,806
    From related orgs
    $0
    Other
    $135,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,201
    Bonus
    $25,201
    Other
    $7,404
    Deferred
    $118,376
    Nontaxable benefits
    $16,897
    Filer's total
    $351,079

  • JEFF AMIRA

    LENDING OFFICER - SEATTLE AREA

    Total calculated
    $381,711
    From this org
    $326,488
    From related orgs
    $0
    Other
    $55,223
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $39,532
    Bonus
    $286,956
    Other
    $0
    Deferred
    $27,766
    Nontaxable benefits
    $27,457
    Filer's total
    $381,711

  • JEFF REESE

    FINANCIAL ADVISOR

    Total calculated
    $377,348
    From this org
    $337,237
    From related orgs
    $0
    Other
    $40,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $52,813
    Bonus
    $283,934
    Other
    $490
    Deferred
    $28,050
    Nontaxable benefits
    $12,061
    Filer's total
    $377,348

  • MARY EVANS

    LENDING OFFICER - SEATTLE AREA

    Total calculated
    $336,034
    From this org
    $287,302
    From related orgs
    $0
    Other
    $48,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $53,936
    Bonus
    $230,854
    Other
    $2,512
    Deferred
    $22,727
    Nontaxable benefits
    $26,005
    Filer's total
    $336,034

  • KIM DUFFY

    VP, PEOPLE & CULTURE SERVICES

    Total calculated
    $326,185
    From this org
    $274,993
    From related orgs
    $0
    Other
    $51,192
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,764
    Bonus
    $36,229
    Other
    $0
    Deferred
    $28,896
    Nontaxable benefits
    $22,296
    Filer's total
    $326,185

  • CAROLE SULLIVAN

    LENDING OFFICER - SEATTLE AREA

    Total calculated
    $287,646
    From this org
    $266,015
    From related orgs
    $0
    Other
    $21,631
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $39,603
    Bonus
    $226,412
    Other
    $0
    Deferred
    $17,543
    Nontaxable benefits
    $4,088
    Filer's total
    $287,646

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 · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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
TRAVEL FOR COMPANIONS IS AVAILABLE TO BOARD MEMBERS, CEO AND SENIOR VP'S. ONLY THE CEO HAS A DISCRETIONARY SPENDING ACCOUNT. ALL OF THESE ITEMS ARE TREATED AS TAXABLE COMPENSATION TO THE DIRECTOR, OFFICER OR KEY EMPLOYEE.
PART I, LINE 4B
OFFICERS AND KEY EMPLOYEES PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THERE WERE NO DISTRIBUTIONS DURING THE YEAR. CONTRIBUTIONS DURING THE YEAR WERE AS FOLLOWS: GARY SWINDLER, PRESIDENT/CEO - $ 286,872 JULIE LIND, CHIEF LENDING OFFICER - $100,000 RYAN BROOKS, CHIEF DIGITAL OFFICER - $100,000 PAUL KIRKBRIDE, CHIEF OPERATING OFFICER - $54,411 SHARON WHITEHEAD, CHIEF ADMINISTRATIVE OFFICER - $53,589 RANDY GUNDERSON, CHIEF FINANCIAL OFFICER - $52,901 JUDITH HENDERSON, CHIEF TECHNOLOGY & OPERATIONS OFFICER - $25,000 EMILY FRIESEN, CHIEF MARKETING & ANALYTICS OFFICER - $10,000

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
2023
Filed
9 October 2024
IRS schema version
2023v5.1
Source object
202432909349302003

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