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Nonprofiteer
← TRUMARK CREDIT UNION

Form 990 for tax year 2023

Filed by TRUMARK CREDIT UNION.

Totals

Total revenue
$167,704,625
Total expenses
$136,108,140
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$136,481,549
Investment income
$19,035,819
Other revenue
$12,187,257
Total assets, end of year
$3,197,438,569
Total liabilities, end of year
$2,957,833,947
Net assets or fund balances, end of year
$239,604,622
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

  • LEONARD V DOUGHTY III

    PRESIDENT

    Total calculated
    $30,035
    From this org
    $29,955
    From related orgs
    $0
    Other
    $80
    Hours/week
    4

  • JAMES P DEBOW

    VICE PRESIDENT

    Total calculated
    $33,676
    From this org
    $33,517
    From related orgs
    $0
    Other
    $159
    Hours/week
    4

  • WAYNE J GOODWIN

    TREASURER

    Total calculated
    $36,600
    From this org
    $36,520
    From related orgs
    $0
    Other
    $80
    Hours/week
    4

  • R TERENCE BRUNT

    SECRETARY

    Total calculated
    $32,846
    From this org
    $32,766
    From related orgs
    $0
    Other
    $80
    Hours/week
    4

  • SUZETTE E ADAMS

    DIRECTOR

    Total calculated
    $35,949
    From this org
    $35,949
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • JOSEPH J BILY

    DIRECTOR

    Total calculated
    $32,969
    From this org
    $32,969
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • HUGH T BRAY

    DIRECTOR

    Total calculated
    $24,780
    From this org
    $24,780
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • JOSEPH J CIARANCA

    DIRECTOR

    Total calculated
    $18,703
    From this org
    $18,703
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • DANIEL L DILLARD

    DIRECTOR

    Total calculated
    $36,260
    From this org
    $36,260
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • DAVID A RUFIBACH

    DIRECTOR

    Total calculated
    $40,671
    From this org
    $40,671
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • KATHLEEN L WELLS

    DIRECTOR

    Total calculated
    $39,795
    From this org
    $39,795
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • RICHARD F STIPA

    ASSOCIATE DIRECTOR (NON-VOTING)

    Total calculated
    $33,397
    From this org
    $33,397
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • KELLY M BOTTI

    CEO

    Total calculated
    $808,422
    From this org
    $755,486
    From related orgs
    $0
    Other
    $52,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $755,486
    Bonus
    $0
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $37,686
    Filer's total
    $808,422

  • VINCENT J MARKET

    EVP

    Total calculated
    $1,117,360
    From this org
    $960,370
    From related orgs
    $0
    Other
    $156,990
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $402,178
    Bonus
    $558,192
    Other
    $0
    Deferred
    $130,594
    Nontaxable benefits
    $26,396
    Filer's total
    $1,117,360

  • STEVEN OLSON

    SVP

    Total calculated
    $473,328
    From this org
    $440,423
    From related orgs
    $0
    Other
    $32,905
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,707
    Bonus
    $72,716
    Other
    $0
    Deferred
    $20,260
    Nontaxable benefits
    $12,645
    Filer's total
    $473,328

  • KAREN SWEENEY

    SVP

    Total calculated
    $462,966
    From this org
    $433,821
    From related orgs
    $0
    Other
    $29,145
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,497
    Bonus
    $69,324
    Other
    $0
    Deferred
    $16,500
    Nontaxable benefits
    $12,645
    Filer's total
    $462,966

  • PATRICK O'HALLORAN

    SVP

    Total calculated
    $437,877
    From this org
    $382,717
    From related orgs
    $0
    Other
    $55,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,681
    Bonus
    $71,036
    Other
    $0
    Deferred
    $17,474
    Nontaxable benefits
    $37,686
    Filer's total
    $437,877

  • DANIEL BREWIN

    SVP

    Total calculated
    $415,178
    From this org
    $364,180
    From related orgs
    $0
    Other
    $50,998
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,180
    Bonus
    $0
    Other
    $0
    Deferred
    $16,422
    Nontaxable benefits
    $34,576
    Filer's total
    $415,178

  • MARIANNE E DRUMM

    SVP

    Total calculated
    $360,850
    From this org
    $346,640
    From related orgs
    $0
    Other
    $14,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,460
    Bonus
    $36,180
    Other
    $0
    Deferred
    $14,210
    Nontaxable benefits
    $0
    Filer's total
    $360,850

  • GERRY DEVITA

    1ST VP

    Total calculated
    $339,892
    From this org
    $312,185
    From related orgs
    $0
    Other
    $27,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,231
    Bonus
    $41,954
    Other
    $0
    Deferred
    $14,931
    Nontaxable benefits
    $12,776
    Filer's total
    $339,892

  • TUAN LE

    AVP

    Total calculated
    $305,793
    From this org
    $290,210
    From related orgs
    $0
    Other
    $15,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $36,000
    Bonus
    $254,210
    Other
    $0
    Deferred
    $15,583
    Nontaxable benefits
    $0
    Filer's total
    $305,793

  • SUZANNE TOMASSIAN

    1ST VP

    Total calculated
    $302,041
    From this org
    $276,403
    From related orgs
    $0
    Other
    $25,638
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,970
    Bonus
    $29,433
    Other
    $0
    Deferred
    $12,769
    Nontaxable benefits
    $12,869
    Filer's total
    $302,041

  • BENJAMIN FETTERMAN

    1ST VP

    Total calculated
    $239,643
    From this org
    $219,142
    From related orgs
    $0
    Other
    $20,501
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,950
    Bonus
    $29,192
    Other
    $0
    Deferred
    $12,860
    Nontaxable benefits
    $7,641
    Filer's total
    $239,643

  • STEVEN ROSS

    AVP

    Total calculated
    $244,075
    From this org
    $216,502
    From related orgs
    $0
    Other
    $27,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $36,000
    Bonus
    $180,502
    Other
    $0
    Deferred
    $11,460
    Nontaxable benefits
    $16,113
    Filer's total
    $244,075

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
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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 4B
VINCENT J. MARKET PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE CREDIT UNION ACCRUED $120,000 TOWARD BENEFIT LIABILITY. VINCENT J. MARKET RECEIVED $450,000 IN PAYMENTS FROM THIS PLAN IN 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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LSOP 3 PA 2 LLC

    C · REAL ESTATE HOLDING COMPANY · PA · 100% owned · share of income $1,955,860 · share of assets $22,580,683 · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443209349302869

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