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Nonprofiteer
← CREDIT UNIONS IN THE STATE OF WASHINGTON

Form 990 for tax year 2024

Filed by CREDIT UNIONS IN THE STATE OF WASHINGTON.

Totals

Total revenue
$171,173,971
Total expenses
$139,582,450
Contributions and grants received
$0
Grants paid
$616,582
Program service revenue
$153,582,432
Investment income
$16,701,086
Other revenue
$890,453
Total assets, end of year
$2,370,077,415
Total liabilities, end of year
$2,101,400,807
Net assets or fund balances, end of year
$268,676,608
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

  • WILLIAM TANNER

    VICE CHAIRMAN

    Total calculated
    $32,150
    From this org
    $32,150
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • KENNETH GALE

    TREASURER

    Total calculated
    $27,587
    From this org
    $27,587
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • WILLIAM CLARKE

    DIRECTOR

    Total calculated
    $25,187
    From this org
    $25,187
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • RICHARD CUMMINS

    SECRETARY

    Total calculated
    $26,400
    From this org
    $26,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • KENNETH HOHENBERG

    CHAIRMAN

    Total calculated
    $35,345
    From this org
    $35,345
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • WILLIAM SARACENO

    DIRECTOR

    Total calculated
    $31,200
    From this org
    $31,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • DOUG CARL

    DIRECTOR

    Total calculated
    $40,235
    From this org
    $40,235
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • DOLORES BROESKE

    SR VP/CEO (THRU 7/24)

    Total calculated
    $1,094,737
    From this org
    $1,042,770
    From related orgs
    $0
    Other
    $51,967
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $635,193
    Bonus
    $0
    Other
    $407,577
    Deferred
    $39,291
    Nontaxable benefits
    $12,676
    Filer's total
    $1,094,737
  • SCOTT MITCHELL

    SR VP/CEO

    Total calculated
    $1,035,794
    From this org
    $900,012
    From related orgs
    $0
    Other
    $135,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $768,736
    Bonus
    $100,000
    Other
    $31,276
    Deferred
    $108,459
    Nontaxable benefits
    $27,323
    Filer's total
    $1,035,794
  • PAUL PEDERSEN

    SR VP/CFO

    Total calculated
    $534,536
    From this org
    $390,537
    From related orgs
    $0
    Other
    $143,999
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,787
    Bonus
    $39,835
    Other
    $26,915
    Deferred
    $115,681
    Nontaxable benefits
    $28,318
    Filer's total
    $534,536
  • RUBY CAMPOS

    SR VP/COO

    Total calculated
    $687,832
    From this org
    $626,652
    From related orgs
    $0
    Other
    $61,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $549,672
    Bonus
    $50,000
    Other
    $26,980
    Deferred
    $36,753
    Nontaxable benefits
    $24,427
    Filer's total
    $687,832
  • JESSICA GAUDREAULT

    SR VP/CRO

    Total calculated
    $667,742
    From this org
    $602,810
    From related orgs
    $0
    Other
    $64,932
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $522,773
    Bonus
    $53,000
    Other
    $27,037
    Deferred
    $37,352
    Nontaxable benefits
    $27,580
    Filer's total
    $667,742
  • ASHLEY WARD

    CHIEF INFORMATION OFFICER

    Total calculated
    $585,415
    From this org
    $535,726
    From related orgs
    $0
    Other
    $49,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $461,746
    Bonus
    $50,000
    Other
    $23,980
    Deferred
    $31,656
    Nontaxable benefits
    $18,033
    Filer's total
    $585,415
  • MARCUS HALL

    CHIEF LENDING OFFICER

    Total calculated
    $604,737
    From this org
    $508,749
    From related orgs
    $0
    Other
    $95,988
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $431,539
    Bonus
    $50,000
    Other
    $27,210
    Deferred
    $67,799
    Nontaxable benefits
    $28,189
    Filer's total
    $604,737
  • MONTE DRAKE

    VP OF COMMERCIAL SERVICES

    Total calculated
    $303,184
    From this org
    $273,903
    From related orgs
    $0
    Other
    $29,281
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,699
    Bonus
    $33,536
    Other
    $2,668
    Deferred
    $7,394
    Nontaxable benefits
    $21,887
    Filer's total
    $303,184
  • ERIC FUHRIMAN

    VP OF INFORMATION SECURITY

    Total calculated
    $244,033
    From this org
    $200,695
    From related orgs
    $0
    Other
    $43,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,690
    Bonus
    $5,000
    Other
    $2,005
    Deferred
    $15,281
    Nontaxable benefits
    $28,057
    Filer's total
    $244,033
  • JEREMY O'NIEL

    VP OF MARKETING

    Total calculated
    $321,246
    From this org
    $267,394
    From related orgs
    $0
    Other
    $53,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,897
    Bonus
    $33,277
    Other
    $220
    Deferred
    $24,838
    Nontaxable benefits
    $29,014
    Filer's total
    $321,246
  • JANEL MARINO

    VP OF BRANCH MANAGEMENT/MEMBER EXPERIENCE

    Total calculated
    $270,948
    From this org
    $222,809
    From related orgs
    $0
    Other
    $48,139
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,323
    Bonus
    $27,043
    Other
    $3,443
    Deferred
    $22,129
    Nontaxable benefits
    $26,010
    Filer's total
    $270,948
  • NOEMY CORREA

    VP OF BRANCH OPERATIONS

    Total calculated
    $276,389
    From this org
    $225,374
    From related orgs
    $0
    Other
    $51,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,429
    Bonus
    $31,932
    Other
    $1,013
    Deferred
    $23,417
    Nontaxable benefits
    $27,598
    Filer's total
    $276,389
  • NICOLE PRINCE

    VP OF HUMAN RESOURCES

    Total calculated
    $268,990
    From this org
    $220,111
    From related orgs
    $0
    Other
    $48,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,632
    Bonus
    $25,709
    Other
    $2,770
    Deferred
    $21,414
    Nontaxable benefits
    $27,465
    Filer's total
    $268,990
  • JENIFER GATELEY

    VP OF CARD SERVICES

    Total calculated
    $240,115
    From this org
    $195,814
    From related orgs
    $0
    Other
    $44,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,459
    Bonus
    $23,300
    Other
    $3,055
    Deferred
    $20,734
    Nontaxable benefits
    $23,567
    Filer's total
    $240,115
  • JASON LACHER

    VP OF INFORMATION SYSTEMS

    Total calculated
    $322,409
    From this org
    $275,150
    From related orgs
    $0
    Other
    $47,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,370
    Bonus
    $31,500
    Other
    $3,280
    Deferred
    $18,251
    Nontaxable benefits
    $29,008
    Filer's total
    $322,409
  • ISELDA TORRES

    VP OF ASSET RECOVERY

    Total calculated
    $226,142
    From this org
    $180,300
    From related orgs
    $0
    Other
    $45,842
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,306
    Bonus
    $22,816
    Other
    $3,178
    Deferred
    $18,348
    Nontaxable benefits
    $27,494
    Filer's total
    $226,142
  • AMBER WILLIAMS

    VP OF LOAN SUPPORT AND SERVICING

    Total calculated
    $221,573
    From this org
    $180,096
    From related orgs
    $0
    Other
    $41,477
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,899
    Bonus
    $28,261
    Other
    $2,936
    Deferred
    $17,335
    Nontaxable benefits
    $24,142
    Filer's total
    $221,573
  • CRYSTAL CONTRERAS

    VP OF COMMUNITY ENGAGEMENT

    Total calculated
    $199,051
    From this org
    $159,081
    From related orgs
    $0
    Other
    $39,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,837
    Bonus
    $17,929
    Other
    $2,315
    Deferred
    $13,545
    Nontaxable benefits
    $26,425
    Filer's total
    $199,051
  • ROBERT GALE

    DIRECTOR OF COMMERCIAL SERVICES

    Total calculated
    $216,393
    From this org
    $172,271
    From related orgs
    $0
    Other
    $44,122
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,867
    Bonus
    $20,906
    Other
    $2,498
    Deferred
    $16,828
    Nontaxable benefits
    $27,294
    Filer's total
    $216,393
  • ROBERT STAFFORD

    DIRECTOR OF FINANCE

    Total calculated
    $222,631
    From this org
    $176,695
    From related orgs
    $0
    Other
    $45,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,468
    Bonus
    $21,330
    Other
    $2,897
    Deferred
    $18,119
    Nontaxable benefits
    $27,817
    Filer's total
    $222,631
  • ROBERT CARTER

    IT DISASTER RECOVERY AND DATA CENTER MANAGER

    Total calculated
    $216,730
    From this org
    $190,636
    From related orgs
    $0
    Other
    $26,094
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,495
    Bonus
    $3,614
    Other
    $2,527
    Deferred
    $5,643
    Nontaxable benefits
    $20,451
    Filer's total
    $216,730
  • AARON FOX

    SOFTWARE ENGINEER MANAGER

    Total calculated
    $240,897
    From this org
    $194,355
    From related orgs
    $0
    Other
    $46,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,043
    Bonus
    $8,546
    Other
    $1,766
    Deferred
    $19,027
    Nontaxable benefits
    $27,515
    Filer's total
    $240,897
  • ROMELIA COCKRUM

    DIRECTOR OF MORTGAGE

    Total calculated
    $209,641
    From this org
    $174,132
    From related orgs
    $0
    Other
    $35,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,036
    Bonus
    $20,588
    Other
    $508
    Deferred
    $19,724
    Nontaxable benefits
    $15,785
    Filer's total
    $209,641
  • JESSE WILSON

    COMMERCIAL RELATIONSHIP MANAGER II

    Total calculated
    $205,598
    From this org
    $171,483
    From related orgs
    $0
    Other
    $34,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $109,604
    Bonus
    $54,900
    Other
    $6,979
    Deferred
    $12,726
    Nontaxable benefits
    $21,389
    Filer's total
    $205,598
  • DARROL FLUCKIGER

    MORTGAGE UNDERWRITING MANAGER

    Total calculated
    $193,511
    From this org
    $151,575
    From related orgs
    $0
    Other
    $41,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,859
    Bonus
    $7,547
    Other
    $1,169
    Deferred
    $15,289
    Nontaxable benefits
    $26,647
    Filer's total
    $193,511
  • CAROLYN O'NEIL

    FORMER SR VP/CDO

    Total calculated
    $125,734
    From this org
    $125,734
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $125,734
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $125,734

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
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
PURSUANT TO HAPO'S POLICIES, FIRST-CLASS TRAVEL IS PROVIDED FOR SPOUSES OR SIGNIFICANT OTHERS OF DIRECTORS AND EXECUTIVE MANAGEMENT WHILE ON CREDIT UNION RELATED TRAVEL. SPOUSAL TRAVEL IS TAXED TO THE EMPLOYEE.
PART I, LINE 1B
PAYMENT FOR ANY AND ALL REIMBURSABLE EXPENSES MUST HAVE SUFFICIENT SUPPORTING DOCUMENTATION OR EXPLANATION.
PART I, LINE 4B
THE FOLLOWING EMPLOYEES ARE PARTICIPANTS IN A SPLIT DOLLAR LIFE INSURANCE PLAN: SCOTT MITCHELL, DOLORES BROESKE, JESSICA GAUDREAULT, ASHLEY WARD, AND RUBY CAMPOS. THE FOLLOWING INDIVIDUALS PARTICIPATE IN A 457(F) PLAN: PAUL PEDERSEN, SCOTT MITCHELL, AND MARCUS HALL. IN 2024, PAUL PEDERSEN'S PLAN ACCRUED $75,000, SCOTT MITCHELL'S PLAN ACCRUED $71,429, AND MARCUS HALL'S PLAN ACCRUED $30,769.

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
2024
Filed
18 June 2025
IRS schema version
2024v5.1
Source object
202501699349301345

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

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