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Nonprofiteer
← CREDIT UNIONS IN THE STATE OF ARIZONA

Form 990 for tax year 2022

Filed by CREDIT UNIONS IN THE STATE OF ARIZONA.

Totals

Total revenue
$10,321,261
Total expenses
$8,507,187
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,823,459
Investment income
$1,482,572
Other revenue
$15,230
Total assets, end of year
$253,112,474
Total liabilities, end of year
$3,715,660
Net assets or fund balances, end of year
$249,396,814
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRIAN LEE

    PRESIDENTCEO

    Total calculated
    $293,263
    From this org
    $245,808
    From related orgs
    $0
    Other
    $47,455
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,461
    Bonus
    $9,715
    Other
    $6,632
    Deferred
    $26,271
    Nontaxable benefits
    $21,184
    Filer's total
    $293,263

  • RICHARD LANDIS

    WEALTH MANAGEMENT ADVISOR

    Total calculated
    $220,938
    From this org
    $215,357
    From related orgs
    $0
    Other
    $5,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $24,000
    Bonus
    $191,267
    Other
    $90
    Deferred
    $5,581
    Nontaxable benefits
    not reported
    Filer's total
    $220,938

  • WILLIAM CONTI

    VPCHIEF LENDING OFFICER

    Total calculated
    $168,792
    From this org
    $144,133
    From related orgs
    $0
    Other
    $24,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,069
    Bonus
    $5,806
    Other
    $2,258
    Deferred
    $3,475
    Nontaxable benefits
    $21,184
    Filer's total
    $168,792

  • CECILIA ASHE

    VPCHIEF OPERATIONS OFFICER

    Total calculated
    $155,157
    From this org
    $144,706
    From related orgs
    $0
    Other
    $10,451
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,227
    Bonus
    $5,444
    Other
    $4,035
    Deferred
    $3,389
    Nontaxable benefits
    $7,062
    Filer's total
    $155,157

  • ADRIANNE REXIUS

    VPCHIEF HUMAN RESOURCES OFFI

    Total calculated
    $139,138
    From this org
    $122,704
    From related orgs
    $0
    Other
    $16,434
    Hours/week
    40

  • NETTIE DUARTE-MAYO

    VPCHIEF FINANCIAL OFFICER

    Total calculated
    $115,619
    From this org
    $104,429
    From related orgs
    $0
    Other
    $11,190
    Hours/week
    40

  • KAREN BARTON

    VPCHIEF ADMINISTRATIVE OFFIC

    Total calculated
    $100,880
    From this org
    $85,388
    From related orgs
    $0
    Other
    $15,492
    Hours/week
    30

  • WILLIAM HEGEBUSH

    BOARD CHAIRPERSON

    Total calculated
    $1,750
    From this org
    $1,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • WILLIAM HONAKER

    BOARD SECRETARY

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

  • ERIC EMMERT

    BOARD DIRECTOR

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

  • BARBARA LLOYD

    BOARD DIRECTOR

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

  • JAMES BROWN

    FORMER BOARD DIRECTOR

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

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $800
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $800

  • ROBERT LIZARDI

    FORMER BOARD TREASURER

    Total calculated
    $600
    From this org
    $600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $600
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $600

  • CAROL POLCYN

    BOARD MEMBER

    Total calculated
    $200
    From this org
    $200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TAYLOR PINEDA

    BOARD TREASURER

    Total calculated
    $200
    From this org
    $200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • COREY WOODS

    BOARD VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

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 · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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
2022
Filed
3 March 2023
IRS schema version
2022v5.0
Source object
202300839349300200

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