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Nonprofiteer
← WHITEFISH CREDIT UNION ASSOCIATION

Form 990 for tax year 2023

Filed by WHITEFISH CREDIT UNION ASSOCIATION.

Totals

Total revenue
$84,848,930
Total expenses
$84,551,914
Contributions and grants received
$0
Grants paid
$292,645
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

  • FRANK BARNES

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • SUE BROWN

    BOARD VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • LEO TRACY

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • LYLE PHILLIPS

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TOM CULLEN

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHARON KAHLE

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • FRANK GARNER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JENNIFER D ARCHER

    SVP OF LOAN OPERATIONS

    Total calculated
    $186,316
    From this org
    $178,251
    From related orgs
    $0
    Other
    $8,065
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,400
    Bonus
    $18,350
    Other
    $19,501
    Deferred
    $4,514
    Nontaxable benefits
    $3,551
    Filer's total
    $186,316

  • SCOTT BOLSTER

    SVP AND CHIEF FINANCIAL OF

    Total calculated
    $390,070
    From this org
    $328,408
    From related orgs
    $0
    Other
    $61,662
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,955
    Bonus
    $36,248
    Other
    $22,205
    Deferred
    $58,111
    Nontaxable benefits
    $3,551
    Filer's total
    $390,070

  • CORY J COOPMAN

    SVP OF IT AND PROJECT MANA

    Total calculated
    $215,100
    From this org
    $204,195
    From related orgs
    $0
    Other
    $10,905
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,063
    Bonus
    $19,711
    Other
    $11,421
    Deferred
    $5,204
    Nontaxable benefits
    $5,701
    Filer's total
    $215,100

  • STEPHEN W HAUGEN

    SVP AND CHIEF INFORMATION

    Total calculated
    $310,823
    From this org
    $249,242
    From related orgs
    $0
    Other
    $61,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,533
    Bonus
    $33,147
    Other
    $20,562
    Deferred
    $55,880
    Nontaxable benefits
    $5,701
    Filer's total
    $310,823

  • JAMES KENYON

    PRESIDENT AND CEO

    Total calculated
    $1,633,244
    From this org
    $1,279,825
    From related orgs
    $0
    Other
    $353,419
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $593,675
    Bonus
    $74,736
    Other
    $611,414
    Deferred
    $349,225
    Nontaxable benefits
    $4,194
    Filer's total
    $1,633,244

  • COLLEEN M MURPHY

    SVP AND CHIEF OPERATING OF

    Total calculated
    $294,494
    From this org
    $235,259
    From related orgs
    $0
    Other
    $59,235
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,000
    Bonus
    $32,875
    Other
    $13,384
    Deferred
    $55,684
    Nontaxable benefits
    $3,551
    Filer's total
    $294,494

  • MATTHEW VENTURINI

    SVP OF LENDING

    Total calculated
    $214,831
    From this org
    $204,258
    From related orgs
    $0
    Other
    $10,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,000
    Bonus
    $31,750
    Other
    $10,508
    Deferred
    $4,872
    Nontaxable benefits
    $5,701
    Filer's total
    $214,831

  • JOSHUA S WILSON

    SVP OF MARKETING

    Total calculated
    $182,486
    From this org
    $172,365
    From related orgs
    $0
    Other
    $10,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,096
    Bonus
    $18,629
    Other
    $6,640
    Deferred
    $4,420
    Nontaxable benefits
    $5,701
    Filer's total
    $182,486

  • CHERYL MINTZ

    SVP OF HUMAN RESOURCES

    Total calculated
    $189,931
    From this org
    $179,569
    From related orgs
    $0
    Other
    $10,362
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,004
    Bonus
    $14,458
    Other
    $10,107
    Deferred
    $4,661
    Nontaxable benefits
    $5,701
    Filer's total
    $189,931

  • TIMOTHY GAERTNER

    VP, MORTGAGE LOAN MANAGER

    Total calculated
    $160,267
    From this org
    $151,105
    From related orgs
    $0
    Other
    $9,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,528
    Bonus
    $29,877
    Other
    $8,700
    Deferred
    $3,461
    Nontaxable benefits
    $5,701
    Filer's total
    $160,267

  • TOBIN SHANNON

    COMMERCIAL LOAN MANAGER

    Total calculated
    $148,778
    From this org
    $143,714
    From related orgs
    $0
    Other
    $5,064
    Hours/week
    40

  • KELLY S ST ONGE

    VP, COMMERCIAL LOAN OFFICE

    Total calculated
    $202,169
    From this org
    $192,762
    From related orgs
    $0
    Other
    $9,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,622
    Bonus
    $11,026
    Other
    $13,114
    Deferred
    $5,213
    Nontaxable benefits
    $4,194
    Filer's total
    $202,169

  • BARBARA STROUSE

    VP, MORTGAGE LOAN MANAGER

    Total calculated
    $146,599
    From this org
    $143,337
    From related orgs
    $0
    Other
    $3,262
    Hours/week
    40

  • MOLLY DROLLINGER

    VP, CONTROLLER

    Total calculated
    $146,179
    From this org
    $141,324
    From related orgs
    $0
    Other
    $4,855
    Hours/week
    40

  • MICHAEL T BLUBAUGH

    INV. OFFICER (FORMER CFO)

    Total calculated
    $135,276
    From this org
    $127,306
    From related orgs
    $0
    Other
    $7,970
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $110,000
    Bonus
    $0
    Other
    $17,306
    Deferred
    $3,776
    Nontaxable benefits
    $4,194
    Filer's total
    $135,276

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 · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 CREDIT UNION PURCHASES SKI AND GOLF PASSES FOR EXECUTIVES, JAMES KENYON, SCOTT BOLSTER AND STEVE HAUGEN, AS WELL AS SOME SPOUSE TRAVEL TO NATIONAL CONFERENCES. THESE ARE A TAXABLE FRINGE BENEFIT TO THE RECIPIENT. THE ORGANIZATION ALSO COMPUTES GROSS-UP PAYMENTS RELATED TO THESE TAXABLE FRINGE BENEFITS.
PART I, LINE 4B
PRESIDENT AND CEO: $339,355 ACCRUAL AND $544,977 PAYOUT FROM THE 457F PLAN SVP AND CHIEF FINANCIAL OFFICER: $50,000 ACCRUAL OF 457(F) PLAN SVP AND CHIEF INFORMATION OFFICER: $50,000 ACCRUAL OF 457(F) PLAN SVP AND CHIEF OPERATING OFFICER: $50,000 ACCRUAL OF 457(F) 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
6 November 2024
IRS schema version
2023v5.1
Source object
202433129349302478

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

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