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ADVANTIS CREDIT UNION

EIN 93-0251640 OREGON CITY, OR

Revenue 2024
$106,120,924
Expenses 2024
$108,585,436

As filed

Subsection
14
Street
14405 MEYERS ROAD 300

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

TO IMPROVE THE FINANCIAL LIVES OF OUR MEMBERS.

Activities or mission (Part I)

PROVIDING FINANCIAL SERVICES TO MEMBERS.

  • THE CREDIT UNION PROVIDES FINANCIAL SERVICES TO 87,524 MEMBERS. SERVICES INCLUDE SHARE DEPOSITS AND LOANS TO MEMBERS.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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.

  • TARUN GUDZ

    CHAIR

    Total calculated
    $19,125
    From this org
    $19,125
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • FREDERIC DUPEYROUX

    DIRECTOR (THRU 10/24)

    Total calculated
    $16,000
    From this org
    $16,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • AMANDA OWINGS

    VICE CHAIR

    Total calculated
    $15,625
    From this org
    $15,625
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • BRANDON LEPLEY

    AUDIT COMMITTEE MEMBER (THRU 10/24)

    Total calculated
    $14,000
    From this org
    $14,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • TRACI ROSSI

    DIRECTOR, DEI COMMITTEE CHAIR

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • TAMMY TESKE

    DIRECTOR, GOVERNANCE COMMITTEE CHAIR

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • BRYAN SIMS

    SECRETARY/TREASURER, RISK & FINANCE COMMITTEE CH

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • JAKE JENSEN

    DIRECTOR

    Total calculated
    $12,625
    From this org
    $12,625
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • KELLAN DAVIS

    AUDIT COMMITTEE CHAIR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • WILLIAM KNUTHS

    AUDIT COMMITTEE MEMBER

    Total calculated
    $10,500
    From this org
    $10,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • LIZ SPEER

    AUDIT COMMITTEE MEMBER

    Total calculated
    $10,500
    From this org
    $10,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • ROSS WESCOTT

    AUDIT COMMITTEE MEMBER

    Total calculated
    $10,500
    From this org
    $10,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • RENEE HALPERN

    DIRECTOR, NOMINATING COMMITTEE CHAIR (THRU 4/24)

    Total calculated
    $9,838
    From this org
    $9,838
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • NATHAN MORALES

    ASSOCIATE DIRECTOR

    Total calculated
    $8,723
    From this org
    $8,723
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • MONIQUE CLAIBORNE

    ASSOCIATE DIRECTOR (THRU 10/24)

    Total calculated
    $8,000
    From this org
    $8,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • SHARI DUNN

    ASSOCIATE DIRECTOR (THRU 10/24)

    Total calculated
    $3,640
    From this org
    $3,640
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • PATRICK HAGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JASON WERTS

    PRESIDENT/CEO

    Total calculated
    $624,804
    From this org
    $590,639
    From related orgs
    $0
    Other
    $34,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $475,550
    Bonus
    $91,826
    Other
    $23,263
    Deferred
    $18,112
    Nontaxable benefits
    $16,053
    Filer's total
    $624,804

  • GREG SPEAR

    SVP/CHIEF FINANCIAL OFFICER

    Total calculated
    $486,387
    From this org
    $460,811
    From related orgs
    $0
    Other
    $25,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,006
    Bonus
    $59,840
    Other
    $112,965
    Deferred
    $14,807
    Nontaxable benefits
    $10,769
    Filer's total
    $486,387

  • KELI MYERS

    SVP/CHIEF OPERATING OFFICER

    Total calculated
    $369,775
    From this org
    $337,201
    From related orgs
    $0
    Other
    $32,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,314
    Bonus
    $58,258
    Other
    $10,629
    Deferred
    $16,980
    Nontaxable benefits
    $15,594
    Filer's total
    $369,775

  • CHRISTOPHER GROSHKO

    SVP/CHIEF EXPERIENCE OFFICER

    Total calculated
    $345,710
    From this org
    $318,081
    From related orgs
    $0
    Other
    $27,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,648
    Bonus
    $53,701
    Other
    $9,732
    Deferred
    $16,677
    Nontaxable benefits
    $10,952
    Filer's total
    $345,710

  • JOHN NICHOLS

    SVP OF MARKETING

    Total calculated
    $247,379
    From this org
    $229,541
    From related orgs
    $0
    Other
    $17,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,416
    Bonus
    $39,054
    Other
    $7,071
    Deferred
    $6,886
    Nontaxable benefits
    $10,952
    Filer's total
    $247,379

  • JENNIFER MCMURRAY

    VP OF STRATEGY & ADVOCACY

    Total calculated
    $194,643
    From this org
    $171,677
    From related orgs
    $0
    Other
    $22,966
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,456
    Bonus
    $28,417
    Other
    $6,804
    Deferred
    $12,014
    Nontaxable benefits
    $10,952
    Filer's total
    $194,643

  • KELLY SONFLIETH

    VP OF PEOPLE & CULTURE

    Total calculated
    $243,403
    From this org
    $219,365
    From related orgs
    $0
    Other
    $24,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,122
    Bonus
    $27,123
    Other
    $8,120
    Deferred
    $13,057
    Nontaxable benefits
    $10,981
    Filer's total
    $243,403

  • TREVOR HUTCHENS

    VP OF LENDING

    Total calculated
    $237,364
    From this org
    $208,453
    From related orgs
    $0
    Other
    $28,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,105
    Bonus
    $26,883
    Other
    $465
    Deferred
    $13,619
    Nontaxable benefits
    $15,292
    Filer's total
    $237,364

The first 25 listed. 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
    $106,120,924
    Expenses
    $108,585,436
    Contributions
    $0
    Grants paid
    $301,500
  • 2023
    Revenue
    $98,680,885
    Expenses
    $94,888,672
    Contributions
    $0
    Grants paid
    $221,721
  • 2022
    Revenue
    $76,691,076
    Expenses
    $65,042,971
    Contributions
    $0
    Grants paid
    $51,372

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
    $72,337,533
    Expenses
    $57,136,313
    Assets (EOY)
    $1,980,374,380

  • 2020 · 990

    Revenue
    $76,433,625
    Expenses
    $63,018,251
    Assets (EOY)
    $1,807,081,276

  • 2019 · 990

    Revenue
    $68,628,894
    Expenses
    $56,906,297
    Assets (EOY)
    $1,478,812,305

  • 2018 · 990

    Revenue
    $67,814,244
    Expenses
    $57,001,316
    Assets (EOY)
    $1,426,868,115

  • 2017 · 990

    Revenue
    $62,640,820
    Expenses
    $53,416,728
    Assets (EOY)
    $1,372,660,012

  • 2016 · 990

    Revenue
    $57,785,809
    Expenses
    $47,327,535
    Assets (EOY)
    $1,319,728,290

  • 2015 · 990

    Revenue
    $53,084,644
    Expenses
    $41,197,257
    Assets (EOY)
    $1,226,519,011

  • 2014 · 990

    Revenue
    $47,923,632
    Expenses
    $37,773,772
    Assets (EOY)
    $1,165,974,434

  • 2013 · 990

    Revenue
    $49,944,238
    Expenses
    $36,587,584
    Assets (EOY)
    $1,113,082,112

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $31,505,342
    Assets (EOY)
    $987,827,326

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.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

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.

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