- Revenue 2024
- $7,313,509
- Expenses 2024
- $6,102,698
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
- 3311 W ARROWHEAD RD
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 MINNESOTA (EIN 41-6053882). 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
TO PROMOTE MEMBER SUCCESS BY MEETING THEIR CHANGING FINANCIAL NEEDS.
-
THE CREDIT UNION HAS VARIOUS TYPES OF DEPOSIT ACCOUNTS AVAILABLE FOR OUR MEMBERS. WE OPENED 1,372 NEW DEPOSIT ACCOUNTS IN 2024. AS OF 12/31/24 WE HAD 6,772 MEMBERS.
-
THE CREDIT UNION HAS SEVERAL TYPES OF LOAN PROGRAMS AVAILABLE FOR OUR MEMBERS. WE FUNDED 1,401 NEW LOANS DURING 2024. AS OF 12/31/24 WE HAD 80,007 LOANS RECEIVABLE.
-
.
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.
-
Trina HoffTRINA HOFF
PRESIDENT/CE
- Total calculated
- $412,375
- From this org
- $332,557
- From related orgs
- $0
- Other
- $79,818
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,701
- Bonus
- $22,500
- Other
- $139,356
- Deferred
- $48,716
- Nontaxable benefits
- $31,102
- Filer's total
- $412,375
-
Anitta ChandlerANITTA CHANDLER
COO
- Total calculated
- $193,237
- From this org
- $165,039
- From related orgs
- $0
- Other
- $28,198
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $111,703
- Bonus
- $9,000
- Other
- $44,336
- Deferred
- $25,434
- Nontaxable benefits
- $2,764
- Filer's total
- $193,237
-
Shannon LundquistSHANNON LUNDQUIST
VP LENDING
- Total calculated
- $164,067
- From this org
- $137,101
- From related orgs
- $0
- Other
- $26,966
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $91,735
- Bonus
- $7,700
- Other
- $37,666
- Deferred
- $13,599
- Nontaxable benefits
- $13,367
- Filer's total
- $164,067
-
Dirk DavisDIRK DAVIS
VICE CHAIR
- Total calculated
- $2,202
- From this org
- $2,136
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
-
John LindquistJOHN LINDQUIST
DIRECTOR
- Total calculated
- $1,325
- From this org
- $1,259
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
-
George WaltersGEORGE WALTERS
DIRECTOR
- Total calculated
- $1,062
- From this org
- $996
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
-
Shawn HerhuskySHAWN HERHUSKY
CHAIR
- Total calculated
- $550
- From this org
- $484
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
-
Karen EricksonKAREN ERICKSON
DIRECTOR
- Total calculated
- $531
- From this org
- $465
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
-
James KrollJAMES KROLL
DIRECTOR
- Total calculated
- $475
- From this org
- $409
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
-
Ruth HemmingRUTH HEMMING
SECRETARY
- Total calculated
- $394
- From this org
- $328
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
-
Charles SchumacherCHARLES SCHUMACHER
DIRECTOR
- Total calculated
- $349
- From this org
- $283
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
-
Robert McCubbinROBERT MCCUBBIN
DIRECTOR
- Total calculated
- $300
- From this org
- $234
- From related orgs
- $0
- Other
- $66
- Hours/week
- 0.5
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
- $7,313,509
- Expenses
- $6,102,698
- Contributions
- $8,000
- Grants paid
- $6,904
-
2023
- Revenue
- $6,189,475
- Expenses
- $5,066,076
- Contributions
- $5,375
- Grants paid
- $10,296
-
2022
- Revenue
- $4,887,350
- Expenses
- $4,164,127
- Contributions
- $2,350
- Grants paid
- $6,805
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
- $4,585,811
- Expenses
- $3,557,760
- Assets (EOY)
- $101,821,358
-
2020 · 990
- Revenue
- $4,233,203
- Expenses
- $3,435,385
- Assets (EOY)
- $89,854,744
-
2019 · 990
- Revenue
- $4,305,352
- Expenses
- $3,324,208
- Assets (EOY)
- $75,737,048
-
2018 · 990
- Revenue
- $3,985,809
- Expenses
- $3,107,898
- Assets (EOY)
- $73,538,535
-
2017 · 990
- Revenue
- $3,623,610
- Expenses
- $3,161,020
- Assets (EOY)
- $72,445,089
-
2016 · 990
- Revenue
- $3,507,178
- Expenses
- $3,393,175
- Assets (EOY)
- $71,599,116
-
2015 · 990
- Revenue
- $3,617,270
- Expenses
- $3,586,928
- Assets (EOY)
- $71,581,899
-
2014 · 990
- Revenue
- $3,571,501
- Expenses
- $4,139,858
- Assets (EOY)
- $70,804,340
-
2013 · 990
- Revenue
- $3,583,432
- Expenses
- $3,560,145
- Assets (EOY)
- $71,054,873
-
2012 · 990
- Revenue
- not reported
- Expenses
- $4,073,910
- Assets (EOY)
- $73,024,140
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 2008
- Tax period
- 1 January 2008 to 31 December 2008
- Principal officer
-
Edward Carlson
- Mailing address
- 827 North Robin AveDuluth MN 55811
- Doing business as
- Minnesota Arrowhead Public Employees Retirement Association AFSCME Minnesota Retiree Chapter 96
As filed, from the IRS e-Postcard file of 26 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 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.