- Revenue 2024
- $144,117,444
- Expenses 2024
- $123,336,253
As filed
- Subsection
- 14
- Classification
- 1000
- Street
- 4800 SW RESEARCH WAY
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).
Group exemption
A subordinate covered by the group exemption of STATE CHARTERED CREDIT UNIONS IN OREGON (EIN 93-6001741). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Mission and programs · 2024
Mission
OUR VISION IS TO CREATE FINANCIAL SOLUTIONS TO MAKE LIVES BETTER.
Activities or mission (Part I)
PROVIDES FINANCIAL SERVICES TO MEMBERSHIP.
-
THE CREDIT UNION CONTINUED TO FULFILL ITS EXPEMPT PURPOSE BY PROVIDING CREDIT AT FAIR AND REASONABLE RATES OF INTEREST, OFFERING COMPETITIVE SHARE DEPOSIT PRODUCTS, AND PROVIDING MEMBERS WITH THE OPPORTUNITY TO IMPROVE THEIR ECONOMIC CONDITION. AS OF DECEMBER 31, 2024, THE CREDIT UNION HAD APPROXIMATELY 146,659 MEMBERS, OF WHICH 67,495 MEMBERS HAVE ACTIVE LOANS. THE TOTAL NUMBER OF DEPOSIT AND SHARE ACCOUNTS WAS 298,589 AND THE TOTAL NUMBER OF LOANS OUTSTANDING WAS 87,025
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.
-
Ana Lucia Fonseca TapiaANA LUCIA FONSECA TAPIA
DIRECTOR
- Total calculated
- $15,667
- From this org
- $15,667
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Jamie HughesJAMIE HUGHES
DIRECTOR
- Total calculated
- $16,333
- From this org
- $16,333
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Jay ConroyJAY CONROY
DIRECTOR
- Total calculated
- $15,864
- From this org
- $15,864
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Jonathan SassamanJONATHAN SASSAMAN
DIRECTOR
- Total calculated
- $12,333
- From this org
- $12,333
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Mary Beth Altmann HughesMARY BETH ALTMANN HUGHES
DIRECTOR
- Total calculated
- $17,792
- From this org
- $17,792
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Michael GreenMICHAEL GREEN
DIRECTOR
- Total calculated
- $19,204
- From this org
- $19,204
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Nadine DavisonNADINE DAVISON
DIRECTOR
- Total calculated
- $15,667
- From this org
- $15,667
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Rebecca BadgerREBECCA BADGER
DIRECTOR
- Total calculated
- $19,204
- From this org
- $19,204
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Tim RocakTIM ROCAK
DIRECTOR
- Total calculated
- $16,004
- From this org
- $16,004
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Kelley KaiserKELLEY KAISER
BOARD CHAIRPERSON
- Total calculated
- $24,875
- From this org
- $24,875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Carl BritschCARL BRITSCH
DIRECTOR
- Total calculated
- $7,744
- From this org
- $7,744
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Hein Richard SHEIN RICHARD S
PRESIDENT/CEO
- Total calculated
- $1,238,046
- From this org
- $1,192,626
- From related orgs
- $0
- Other
- $45,420
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $983,275
- Bonus
- $207,402
- Other
- $1,949
- Deferred
- $40,538
- Nontaxable benefits
- $4,882
- Filer's total
- $1,238,046
-
Schuette II Gary ESCHUETTE II GARY E
PRESIDENT/CEO
- Total calculated
- $597,170
- From this org
- $579,538
- From related orgs
- $0
- Other
- $17,632
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $478,413
- Bonus
- $101,125
- Other
- $0
- Deferred
- $6,440
- Nontaxable benefits
- $11,192
- Filer's total
- $597,170
-
Peterson James DPETERSON JAMES D
EXEC VP/CFO
- Total calculated
- $433,436
- From this org
- $377,797
- From related orgs
- $0
- Other
- $55,639
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $313,669
- Bonus
- $61,087
- Other
- $3,041
- Deferred
- $40,537
- Nontaxable benefits
- $15,102
- Filer's total
- $433,436
-
Roe Laurie AROE LAURIE A
EXEC VP/CCXO
- Total calculated
- $475,009
- From this org
- $329,425
- From related orgs
- $0
- Other
- $145,584
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $270,121
- Bonus
- $54,190
- Other
- $5,114
- Deferred
- $131,296
- Nontaxable benefits
- $14,288
- Filer's total
- $475,009
-
Sather KimSATHER KIM
EXEC VP/CIO
- Total calculated
- $346,876
- From this org
- $307,880
- From related orgs
- $0
- Other
- $38,996
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $269,853
- Bonus
- $38,027
- Other
- $0
- Deferred
- $24,605
- Nontaxable benefits
- $14,391
- Filer's total
- $346,876
-
Gibson James DGIBSON JAMES D
EXEC VP/COO
- Total calculated
- $406,519
- From this org
- $305,583
- From related orgs
- $0
- Other
- $100,936
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $265,266
- Bonus
- $40,317
- Other
- $0
- Deferred
- $86,227
- Nontaxable benefits
- $14,709
- Filer's total
- $406,519
-
Heile-Brown Rhonda LHEILE-BROWN RHONDA L
EXECUTIVE VP/COO
- Total calculated
- $693,428
- From this org
- $657,481
- From related orgs
- $0
- Other
- $35,947
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,784
- Bonus
- $90,050
- Other
- $389,647
- Deferred
- $31,893
- Nontaxable benefits
- $4,054
- Filer's total
- $693,428
-
Brannen James LeeBRANNEN JAMES LEE
SR VP/GENERAL COUNSEL
- Total calculated
- $358,402
- From this org
- $294,661
- From related orgs
- $0
- Other
- $63,741
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $256,458
- Bonus
- $37,262
- Other
- $941
- Deferred
- $51,809
- Nontaxable benefits
- $11,932
- Filer's total
- $358,402
-
Whisenhunt Joshuah CWHISENHUNT JOSHUAH C
SR VP FINANCIAL SERVICES
- Total calculated
- $353,812
- From this org
- $277,841
- From related orgs
- $0
- Other
- $75,971
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,741
- Bonus
- $35,604
- Other
- $4,496
- Deferred
- $64,480
- Nontaxable benefits
- $11,491
- Filer's total
- $353,812
-
Jackson Paige DianeJACKSON PAIGE DIANE
VP OF HUMAN RESOURCES
- Total calculated
- $290,317
- From this org
- $249,429
- From related orgs
- $0
- Other
- $40,888
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,606
- Bonus
- $26,823
- Other
- $0
- Deferred
- $29,375
- Nontaxable benefits
- $11,513
- Filer's total
- $290,317
-
Shirley Tiffany MSHIRLEY TIFFANY M
VP OF RISK MANAGEMENT
- Total calculated
- $267,144
- From this org
- $224,720
- From related orgs
- $0
- Other
- $42,424
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,467
- Bonus
- $25,288
- Other
- $3,965
- Deferred
- $27,724
- Nontaxable benefits
- $14,700
- Filer's total
- $267,144
-
Walker Peter JWALKER PETER J
VP ORGANIZATIONAL DEVELOPMENT
- Total calculated
- $253,567
- From this org
- $211,199
- From related orgs
- $0
- Other
- $42,368
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,497
- Bonus
- $23,823
- Other
- $4,879
- Deferred
- $26,437
- Nontaxable benefits
- $15,931
- Filer's total
- $253,567
-
Poturich MichellePOTURICH MICHELLE
FINANCIAL ADVISOR
- Total calculated
- $268,591
- From this org
- $230,765
- From related orgs
- $0
- Other
- $37,826
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $229,265
- Bonus
- $1,500
- Other
- $0
- Deferred
- $27,088
- Nontaxable benefits
- $10,738
- Filer's total
- $268,591
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
- $144,117,444
- Expenses
- $123,336,253
- Contributions
- $0
- Grants paid
- $289,041
-
2023
- Revenue
- $114,120,989
- Expenses
- $94,735,577
- Contributions
- $0
- Grants paid
- $283,465
-
2022
- Revenue
- $94,549,810
- Expenses
- $63,080,375
- Contributions
- $0
- Grants paid
- $279,107
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
- $81,968,900
- Expenses
- $48,134,102
- Assets (EOY)
- $2,088,594,766
-
2020 · 990
- Revenue
- $74,445,709
- Expenses
- $56,032,999
- Assets (EOY)
- $1,759,309,028
-
2019 · 990
- Revenue
- $69,071,607
- Expenses
- $47,823,131
- Assets (EOY)
- $1,393,221,089
-
2018 · 990
- Revenue
- $59,866,405
- Expenses
- $45,949,476
- Assets (EOY)
- $1,316,827,425
-
2017 · 990
- Revenue
- $50,322,155
- Expenses
- $39,825,184
- Assets (EOY)
- $1,188,850,394
-
2016 · 990
- Revenue
- $42,957,432
- Expenses
- $33,250,006
- Assets (EOY)
- $1,096,382,589
-
2015 · 990
- Revenue
- $39,445,928
- Expenses
- $30,450,403
- Assets (EOY)
- $979,339,218
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
-
$33,200
2024 TO SUPPORT PEDIATRIC HEALTHCARE SERVICES AND PROVIDE VITAL RESOURCES FOR CHILDREN AND FAMILIES IN NEED OF MEDICAL CARE
-
2022 OPERATIONAL SUPPORT
-
$30,000
2024 TO EXPAND ACCESS TO SAFE AND AFFORDABLE HOUSING FOR LOW INCOME FAMILIES
-
2024 TO STRENGTHEN EDUCATIONAL OPPORTUNITIES AND ENHANCE STUDENT SUCCES THROUGH SCHOLARSHIPS AND PROGRA SUPPORT
-
2024 TO INVEST IN HIGHER EDUCATION BY FUNDING SCHOLARSHIPS, ACADEMIC PROGRMAS, AND CAMPUS IMPROVEMENTS FOR STUDENTS
-
2023 OPERATIONAL SUPPORT
-
2023 OPERATIONAL SUPPORT
-
2024 TO ADVANCE MEDICALRESEARCH, EDUCATION, AND PATIENT CARE IMNITIATIVES THAT BENEFIT THE HEALTH OF THE COMMUNITY
-
2022 OPERATIONAL SUPPORT AND SCHOLARSHIPS
-
$15,000
2024 TO STRENGTHEN THE CREDIT UNION MOVEMENT THROUGH RESEARCH, INNOVATION, AND COMMUNITY IMPACT INITIATIVES
The 10 largest by cash amount. The API serves every itemized grant.
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
-
OSU FINANCIAL SERVICES LLC
INSURANCE PRODUCTS · OR · income $278,913 · assets $226,672
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.