- Revenue 2024
- $32,952,579
- Expenses 2024
- $27,833,236
As filed
- Subsection
- 14
- NTEE code
- W61
- Classification
- 1000
- Street
- PO BOX 20417
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
BUILDING RELATIONSHIPS WITH PEOPLE IN OUR COMMUNITIES AND UNITING WITH THEM TO ACHIEVE THEIR DREAMS.
-
VALLEY FINANCIAL CREDIT UNION PROVIDES ITS 37,311 MEMBERS WITH TOP-NOTCH FINANCIAL SERVICES WITH PERSONALIZED, ACCOMODATING SERVICE. VALLEY FINANCIAL CREDIT UNION OFFERS MEMBERS PERSONAL CHECKING AND SAVINGS ACCOUNTS; BUSINESS ACCOUNTS; CREDIT AND DEBIT CARDS; IRAS; PERSONAL, BUSINESS, VEHICLE, AND HOME LOANS; AND OVERDRAFT PROTECTION. ADDITIONAL SERVICES INCLUDE MUTUAL, MEMBERSHIP BENEFIT PROGRAMS, FINANCIAL EDUCATION, NEWSLETTERS, DEPOSIT AND LOAN INSURANCE PROTECTION, AND CONSUMER INFORMATION.
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Reg GibbsREG GIBBS
BOARD CHAIRPERSON-OUTGOING
- Total calculated
- $0
- Hours/week
- 1
-
Wes OjaWES OJA
VICE CHAIRMAN/CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Ann AdairANN ADAIR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jordan FrickleJORDAN FRICKLE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Gabriel BrianoGABRIEL BRIANO
DIRECTOR/INCOMING BOARD CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Lisa HuertasLISA HUERTAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brad NeilsonBRAD NEILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Zac RohrerZAC ROHRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Casey KleinCASEY KLEIN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $432,154
- From this org
- $387,291
- From related orgs
- $0
- Other
- $44,863
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $307,291
- Bonus
- $80,000
- Other
- $0
- Deferred
- $17,250
- Nontaxable benefits
- $27,613
- Filer's total
- $432,154
-
Scott KanningSCOTT KANNING
CHIEF FINANCIAL OFFICER
- Total calculated
- $206,667
- From this org
- $185,386
- From related orgs
- $0
- Other
- $21,281
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $169,826
- Bonus
- $15,560
- Other
- $0
- Deferred
- $10,666
- Nontaxable benefits
- $10,615
- Filer's total
- $206,667
-
Jessica HaynesJESSICA HAYNES
MORTGAGE LOAN ORIGINATOR
- Total calculated
- $201,558
- From this org
- $189,620
- From related orgs
- $0
- Other
- $11,938
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,968
- Bonus
- $3,652
- Other
- $0
- Deferred
- $11,377
- Nontaxable benefits
- $561
- Filer's total
- $201,558
-
Alan VogtALAN VOGT
SR VP COMMERCIAL SERVICES
- Total calculated
- $212,759
- From this org
- $185,169
- From related orgs
- $0
- Other
- $27,590
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,641
- Bonus
- $24,528
- Other
- $0
- Deferred
- $11,435
- Nontaxable benefits
- $16,155
- Filer's total
- $212,759
-
Christopher LorashCHRISTOPHER LORASH
SR VP OF MORTGAGE AND CONS
- Total calculated
- $182,419
- From this org
- $171,163
- From related orgs
- $0
- Other
- $11,256
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,665
- Bonus
- $15,498
- Other
- $0
- Deferred
- $10,270
- Nontaxable benefits
- $986
- Filer's total
- $182,419
-
Kindra McMullinKINDRA MCMULLIN
CHIEF OPERATIONS OFFICER
- Total calculated
- $164,722
- From this org
- $143,936
- From related orgs
- $0
- Other
- $20,786
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,113
- Bonus
- $11,823
- Other
- $0
- Deferred
- $8,802
- Nontaxable benefits
- $11,984
- Filer's total
- $164,722
-
Brandon ScalaBRANDON SCALA
SR VP OF BUSINESS DEVELOPM
- Total calculated
- $129,186
- From this org
- $120,857
- From related orgs
- $0
- Other
- $8,329
- Hours/week
- 40
-
Deby MurchDEBY MURCH
VP OF HR/ADMIN
- Total calculated
- $141,817
- From this org
- $120,661
- From related orgs
- $0
- Other
- $21,156
- Hours/week
- 40
-
Joseph OlivoJOSEPH OLIVO
VP OF MEMBER EXPERIENCE
- Total calculated
- $155,205
- From this org
- $135,046
- From related orgs
- $0
- Other
- $20,159
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,187
- Bonus
- $18,859
- Other
- $0
- Deferred
- $8,185
- Nontaxable benefits
- $11,974
- Filer's total
- $155,205
-
Jacqueline HelmanJACQUELINE HELMAN
MORTGAGE LOAN ORIGINATOR
- Total calculated
- $152,159
- From this org
- $134,685
- From related orgs
- $0
- Other
- $17,474
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,108
- Bonus
- $3,577
- Other
- $0
- Deferred
- $7,469
- Nontaxable benefits
- $10,005
- Filer's total
- $152,159
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $32,952,579
- Expenses
- $27,833,236
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $25,980,550
- Expenses
- $21,228,536
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $21,078,059
- Expenses
- $16,871,815
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $18,570,812
- Expenses
- $14,502,365
- Assets (EOY)
- $409,425,878
-
2020 · 990
- Revenue
- $18,689,489
- Expenses
- $14,997,943
- Assets (EOY)
- $344,625,014
-
2019 · 990
- Revenue
- $19,028,159
- Expenses
- $14,115,937
- Assets (EOY)
- $297,066,702
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
VALLEY CUSO LLC
INACTIVE · MT · income $0 · assets $3,720
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.