Skip to content
Nonprofiteer
← All organizations

ADDITION FINANCIAL CREDIT UNION

EIN 59-0678236 LAKE MARY, FL

Browse the largest nonprofits in Florida

Revenue 2024
$172,550,204
Expenses 2024
$155,260,898

As filed

Subsection
14
NTEE code
W61
Classification
1000
Street
1000 PRIMERA BLVD

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).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

ADDITION FINANCIAL CREDIT UNION IS COMMITTED TO HELPING MEMBERS ACHIEVE THEIR MONEY MANAGEMENT GOALS.

  • PROVIDE 187,897 MEMBERS WITH REGULAR SAVINGS, SHARE DRAFTS, CERTIFICATES OF DEPOSIT, IRA, HEALTH SAVINGS AND MONEY MARKET ACCOUNTS WITH AGGREGATE DEPOSIT BALANCES THAT APPROXIMATED $2,426,067,000 AS OF DECEMBER 31, 2024.

  • PROVIDE 87,349 LOANS INCLUDING MORTGAGES, BUSINESS, HOME EQUITY, CREDIT CARDS, SHARE SECURED, VEHICLE, AND LINE OF CREDIT LOANS WITH AGGREGATE LOAN BALANCES THAT APPROXIMATED $1,850,385,000 AS OF DECEMBER 31, 2024.

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.

  • Richard Collins

    BOARD CHAIRPERSON

    Total calculated
    $4,074
    From this org
    $4,074
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Dale Kelly

    BOARD VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    10
  • Ronald Person

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    10
  • Naval Modani

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    10
  • Janet Bush

    BOARD MEMBER

    Total calculated
    $5,585
    From this org
    $5,585
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Gabriela Ortigoni

    BOARD MEMBER

    Total calculated
    $7,758
    From this org
    $7,758
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Kimberly Marten

    BOARD MEMBER

    Total calculated
    $831
    From this org
    $831
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Judith Padres

    BOARD MEMBER

    Total calculated
    $792
    From this org
    $792
    From related orgs
    $0
    Other
    $0
    Hours/week
    10
  • Cary Dortona

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    10
  • Kevin Miller

    PRESIDENT/CEO

    Total calculated
    $1,050,845
    From this org
    $999,561
    From related orgs
    $0
    Other
    $51,284
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $762,561
    Bonus
    $211,000
    Other
    $26,000
    Deferred
    $17,250
    Nontaxable benefits
    $34,034
    Filer's total
    $1,050,845
  • Kevin Dougherty

    CHIEF OPERATING OFFICER

    Total calculated
    $525,700
    From this org
    $497,196
    From related orgs
    $0
    Other
    $28,504
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $407,279
    Bonus
    $89,917
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $11,254
    Filer's total
    $525,700
  • Qing Lu

    CHIEF FINANCIAL OFFICER

    Total calculated
    $463,975
    From this org
    $421,247
    From related orgs
    $0
    Other
    $42,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,053
    Bonus
    $90,194
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $25,478
    Filer's total
    $463,975
  • Sam Nelson

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $475,356
    From this org
    $424,242
    From related orgs
    $0
    Other
    $51,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $359,403
    Bonus
    $64,839
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $33,864
    Filer's total
    $475,356
  • Kevin Wright

    CHIEF INFORMATION OFFICER

    Total calculated
    $467,227
    From this org
    $426,331
    From related orgs
    $0
    Other
    $40,896
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,824
    Bonus
    $64,507
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $23,646
    Filer's total
    $467,227
  • Miriam Mitchell

    CHIEF LENDING OFFICER

    Total calculated
    $395,009
    From this org
    $343,895
    From related orgs
    $0
    Other
    $51,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,467
    Bonus
    $53,428
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $33,864
    Filer's total
    $395,009
  • Nora Rodriguez Patterson

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $327,398
    From this org
    $300,614
    From related orgs
    $0
    Other
    $26,784
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,555
    Bonus
    $52,059
    Other
    $0
    Deferred
    $14,986
    Nontaxable benefits
    $11,798
    Filer's total
    $327,398
  • Joseph MacLaren

    ASSISTANT GENERAL COUNSEL

    Total calculated
    $273,267
    From this org
    $227,238
    From related orgs
    $0
    Other
    $46,029
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,452
    Bonus
    $5,786
    Other
    $0
    Deferred
    $11,995
    Nontaxable benefits
    $34,034
    Filer's total
    $273,267
  • Shirley Shoemaker

    SVP BRANCH OPERATIONS

    Total calculated
    $252,575
    From this org
    $229,721
    From related orgs
    $0
    Other
    $22,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,562
    Bonus
    $28,159
    Other
    $0
    Deferred
    $11,600
    Nontaxable benefits
    $11,254
    Filer's total
    $252,575
  • Matthew Walsh

    VP INFORMATION TECHNOLOGY

    Total calculated
    $222,162
    From this org
    $186,651
    From related orgs
    $0
    Other
    $35,511
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,477
    Bonus
    $9,174
    Other
    $0
    Deferred
    $10,033
    Nontaxable benefits
    $25,478
    Filer's total
    $222,162
  • Alex Dejesus

    SVP MEMBER EXPERIENCE

    Total calculated
    $210,331
    From this org
    $200,266
    From related orgs
    $0
    Other
    $10,065
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,349
    Bonus
    $89,917
    Other
    $0
    Deferred
    $10,032
    Nontaxable benefits
    $33
    Filer's total
    $210,331
  • Jason Hansen

    VP MARKETING

    Total calculated
    $222,458
    From this org
    $187,374
    From related orgs
    $0
    Other
    $35,084
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,431
    Bonus
    $8,943
    Other
    $0
    Deferred
    $9,777
    Nontaxable benefits
    $25,307
    Filer's total
    $222,458

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
    $172,550,204
    Expenses
    $155,260,898
    Contributions
    $0
    Grants paid
    $423,002
  • 2023
    Revenue
    $170,511,185
    Expenses
    $164,238,136
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $126,516,804
    Expenses
    $103,558,609
    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
    $109,978,421
    Expenses
    $84,350,076
    Assets (EOY)
    $2,609,326,648
  • 2021 · 990

    Revenue
    $109,978,421
    Expenses
    $84,350,076
    Assets (EOY)
    $2,609,326,648

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

  • 2024 THE ADDITION FINANCIAL FOUNDATION, INC. WAS PRIMARILY FORMED TO ASSIST ADDITION FINANCIAL CREDIT UNION PROMOTE AND PROVIDE ASSISTANCE TO INITIATIVES BENEFITING EDUCATION.

Where these grants went next →

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.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

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.

Related partnerships on its 2024 return

  • PRIMERA TITLE LLC

    RELATED · TITLE AGENCY · FL · 51% owned · share of income $36,190 · share of assets $53,418 · general or managing partner

Related corporations and trusts on its 2024 return

  • PRIMERA LENDING SERVICES LLC

    C · LENDING SERVICES · FL · 100% owned · share of income $36,843 · share of assets $5,341,287 · controlled entity

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 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.