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Nonprofiteer
← AZURA CREDIT UNION

Form 990 for tax year 2023

Filed by AZURA CREDIT UNION.

Totals

Total revenue
$49,794,274
Total expenses
$45,279,466
Contributions and grants received
$0
Grants paid
$187,112
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

  • BRAD DEITER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • JIM FROWNFELTER

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • SHIRLEY MARTIN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • MARCIA DECHAND

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • ROBERT BALSTERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TINA FREESE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN MCINTOSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RANDY PACHOSA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRYAN VARGAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GREG WINKLER

    PRESIDENT/CEO

    Total calculated
    $425,884
    From this org
    $380,102
    From related orgs
    $0
    Other
    $45,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $371,806
    Bonus
    $8,095
    Other
    $201
    Deferred
    $23,791
    Nontaxable benefits
    $21,991
    Filer's total
    $425,884

  • BRENTT MOON

    SVP-OPERATIONS & INFO SYSTEMS/CIO

    Total calculated
    $226,957
    From this org
    $191,870
    From related orgs
    $0
    Other
    $35,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,812
    Bonus
    $6,857
    Other
    $201
    Deferred
    $13,927
    Nontaxable benefits
    $21,160
    Filer's total
    $226,957

  • SHERYL DICK

    SVP-MEMBER SERVICE/CRO

    Total calculated
    $221,524
    From this org
    $186,096
    From related orgs
    $0
    Other
    $35,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,353
    Bonus
    $4,541
    Other
    $202
    Deferred
    $13,588
    Nontaxable benefits
    $21,840
    Filer's total
    $221,524

  • LISA BROWN

    SVP-ADMINISTRATION/CAO

    Total calculated
    $222,580
    From this org
    $197,761
    From related orgs
    $0
    Other
    $24,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,159
    Bonus
    $6,400
    Other
    $202
    Deferred
    $13,727
    Nontaxable benefits
    $11,092
    Filer's total
    $222,580

  • HANNAH ANDERSON

    SVP-LENDING/CLO

    Total calculated
    $192,566
    From this org
    $172,563
    From related orgs
    $0
    Other
    $20,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,617
    Bonus
    $3,745
    Other
    $201
    Deferred
    $7,045
    Nontaxable benefits
    $12,958
    Filer's total
    $192,566

  • JENNIFER KEIM

    SVP-COMPLIANCE/CCO

    Total calculated
    $195,317
    From this org
    $172,575
    From related orgs
    $0
    Other
    $22,742
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,280
    Bonus
    $2,094
    Other
    $201
    Deferred
    $12,233
    Nontaxable benefits
    $10,509
    Filer's total
    $195,317

  • DAVID LINDERMAN

    SVP-FINANCE/CFO

    Total calculated
    $197,525
    From this org
    $175,448
    From related orgs
    $0
    Other
    $22,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,620
    Bonus
    $5,626
    Other
    $202
    Deferred
    $12,021
    Nontaxable benefits
    $10,056
    Filer's total
    $197,525

  • BROOKE HAMILTON

    VP-DIGITAL MEMBER EXPERIENCE

    Total calculated
    $155,282
    From this org
    $146,511
    From related orgs
    $0
    Other
    $8,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,985
    Bonus
    $1,353
    Other
    $173
    Deferred
    $6,917
    Nontaxable benefits
    $1,854
    Filer's total
    $155,282

  • MARY MUNGER

    VP-MEMBER EXPERIENCE

    Total calculated
    $161,131
    From this org
    $138,478
    From related orgs
    $0
    Other
    $22,653
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,915
    Bonus
    $4,352
    Other
    $211
    Deferred
    $9,824
    Nontaxable benefits
    $12,829
    Filer's total
    $161,131

  • KURTIS SCOTT

    VP-DIGITAL SERVICES

    Total calculated
    $157,398
    From this org
    $128,424
    From related orgs
    $0
    Other
    $28,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,062
    Bonus
    $3,160
    Other
    $202
    Deferred
    $9,477
    Nontaxable benefits
    $19,497
    Filer's total
    $157,398

  • ALLYSON SHOVE-CHARD

    VP-MARKETING

    Total calculated
    $142,768
    From this org
    $126,429
    From related orgs
    $0
    Other
    $16,339
    Hours/week
    40

  • CASSANDRA OWEN

    VP-PROJECT MANAGEMENT

    Total calculated
    $139,665
    From this org
    $120,226
    From related orgs
    $0
    Other
    $19,439
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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 3
THE PRESIDENT/CEO'S COMPENSATION IS SET BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, APPROVED BY THE FULL BOARD AND IS PURSUANT TO A WRITTEN EMPLOYMENT CONTRACT. MANY EXTERNAL SOURCES FOR COMPARISON ARE REVIEWED, INCLUDING BUT NOT LIMITED TO COMPEASE SALARY SURVEYS, OTHER CREDIT UNION 990S, PEER SALARY DATA WHERE AVAILABLE, AND PREVIOUS YEAR'S COMPENSATION DATA.
PART I, LINE 4B
THE CREDIT UNION HAS COLLATERAL ASSIGNMENT SPLIT DOLLAR LIFE INSURANCE ARRANGEMENTS WITH THE FOLLOWING OFFICERS: - GREG WINKLER, PRESIDENT/CEO - LISA BROWN, SVP-ADMINISTRATION/CAO - BRENTT MOON, SVP-OPERATIONS & INFORMATION SYSTEMS/CIO - SHERYL DICK, SVP-RETAIL SERVICES/CRO SEE SCHEDULE L FOR FURTHER DETAILS, INCLUDING THE RELATED LOANS OUTSTANDING AT DECEMBER 31, 2023.

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

Provenance

Return type
form_990
Tax year
2023
Filed
16 September 2024
IRS schema version
2023v5.1
Source object
202442609349301259

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