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CREDIT UNIONS IN THE STATE OF ARIZONA

EIN 86-0133773 TEMPE, AZ

Revenue 2024
$14,502,362
Expenses 2024
$11,969,798

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

As filed

Subsection
14
Classification
1000
Street
2800 S MILL AVE

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 CREDIT UNIONS IN THE STATE OF ARIZONA (EIN 86-6043135). 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.

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.

  • BRIAN LEE

    PRESIDENTCEO

    Total calculated
    $316,147
    From this org
    $258,075
    From related orgs
    $0
    Other
    $58,072
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,565
    Bonus
    $17,865
    Other
    $6,645
    Deferred
    $30,027
    Nontaxable benefits
    $28,045
    Filer's total
    $316,147

  • RICHARD LANDIS

    WEALTH MANAGEMENT ADVISOR

    Total calculated
    $207,906
    From this org
    $202,835
    From related orgs
    $0
    Other
    $5,071
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $36,733
    Bonus
    $166,012
    Other
    $90
    Deferred
    $5,071
    Nontaxable benefits
    not reported
    Filer's total
    $207,906

  • WILLIAM CONTI

    VPCHIEF LENDING OFFICER

    Total calculated
    $175,502
    From this org
    $150,682
    From related orgs
    $0
    Other
    $24,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,442
    Bonus
    $11,058
    Other
    $2,182
    Deferred
    $3,636
    Nontaxable benefits
    $21,184
    Filer's total
    $175,502

  • ADRIANNE REXIUS

    VPCHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $167,988
    From this org
    $136,530
    From related orgs
    $0
    Other
    $31,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,890
    Bonus
    $10,136
    Other
    $504
    Deferred
    $3,413
    Nontaxable benefits
    $28,045
    Filer's total
    $167,988

  • CECILIA ASHE

    INTERIM CEO

    Total calculated
    $155,776
    From this org
    $151,976
    From related orgs
    $0
    Other
    $3,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,901
    Bonus
    $11,079
    Other
    $3,996
    Deferred
    $3,800
    Nontaxable benefits
    not reported
    Filer's total
    $155,776

  • NETTIE DUARTE-MAYO

    CHIEF FINANCIAL OFFICER

    Total calculated
    $139,587
    From this org
    $117,029
    From related orgs
    $0
    Other
    $22,558
    Hours/week
    40

  • RACHEL CAUSLEY

    CHIEF INFORMATION OFFICER

    Total calculated
    $133,564
    From this org
    $109,639
    From related orgs
    $0
    Other
    $23,925
    Hours/week
    40

  • KAREN BARTON

    VPCHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $114,209
    From this org
    $94,095
    From related orgs
    $0
    Other
    $20,114
    Hours/week
    30

  • WILLIAM HEGEBUSH

    BOARD CHAIRPERSON

    Total calculated
    $3,850
    From this org
    $3,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $3,850
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $3,850

  • BARBARA LLOYD

    BOARD DIRECTOR

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ERIC EMMERT

    BOARD CHAIRPERSON

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CAROL POLCYN

    BOARD VICE CHAIRPERSON

    Total calculated
    $2,200
    From this org
    $2,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • WILLIAM HONAKER

    BOARD SECRETARY

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

  • TAYLOR PINEDA

    BOARD TREASURER

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

  • JENNY POON

    BOARD MEMBER

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

  • ROBERT LIZARDI

    BOARD MEMBER

    Total calculated
    $300
    From this org
    $300
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $300
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $300

  • ALLISON EWERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0

  • COREY WOODS

    BOARD VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

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

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
    $14,502,362
    Expenses
    $11,969,798
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $13,305,523
    Expenses
    $10,755,218
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $10,321,261
    Expenses
    $8,507,187
    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
    $8,635,618
    Expenses
    $7,518,258
    Assets (EOY)
    $242,584,144

  • 2020 · 990

    Revenue
    $8,832,403
    Expenses
    $7,834,901
    Assets (EOY)
    $204,587,987

  • 2019 · 990

    Revenue
    $9,576,424
    Expenses
    $8,391,185
    Assets (EOY)
    $169,823,709

  • 2018 · 990

    Revenue
    $9,166,271
    Expenses
    $7,789,049
    Assets (EOY)
    $164,300,713

  • 2018 · 990

    Revenue
    $9,166,271
    Expenses
    $7,789,049
    Assets (EOY)
    $164,300,713

  • 2017 · 990

    Revenue
    $8,140,752
    Expenses
    $7,271,876
    Assets (EOY)
    $160,369,664

  • 2016 · 990

    Revenue
    $7,954,242
    Expenses
    $7,827,803
    Assets (EOY)
    $152,108,688

  • 2015 · 990

    Revenue
    $7,560,002
    Expenses
    $6,951,425
    Assets (EOY)
    $144,142,670

  • 2014 · 990

    Revenue
    $7,370,618
    Expenses
    $6,418,103
    Assets (EOY)
    $136,477,141

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $6,568,321
    Assets (EOY)
    $133,872,939

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. Showing the 10 most recent; the API carries the rest.

Form 990-N e-Postcard, tax year 2025

Tax period
1 January 2025 to 31 December 2025
Principal officer
KATHY HEEREN
Mailing address
PO Box 26053TEMPE AZ 85285

As filed, from the IRS e-Postcard file of 19 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

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.

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 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.