- Revenue 2024
- $68,821,965
- Expenses 2024
- $64,381,342
As filed
- Subsection
- 14
- NTEE code
- W61
- Classification
- 1000
- Street
- 3535 CALDER 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).
Mission and programs · 2024
Mission
To enrich people's lives one experience at a time.
-
MEETS THE FINANCIAL NEEDS OF ITS MEMBERS BY OFFERING LOANS, DEPOSITS, AND OTHER FINANCIAL PRODUCTS.
-
OFFERS AUTOMATED TELLER MACHINES, DEBIT CARDS, MONEY ORDERS, CHECK CASHING, TRAVELERS CHECKS, OVERDRAFT PROTECTION/COURTESY PAY, BILL PAY, AND VARIOUS INSURANCE AND INVESTMENT PROGRAMS.
-
PROVIDES FINANCIAL EDUCATION BY OFFERING FINANCIAL HEALTH SEMINARS AND SERVICES SUCH AS CREDIT SCORE ANALYSIS, CAR BUYING 101, BUDGET PLANNING AND MORE.
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.
-
GARY WALDROP
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
PAUL WHEELINGTON
1ST VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
RAUL LITO MORALES
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD D NEWTON
AUDIT COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
TONY LUCENTI
2ND VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Brandon Rascoe
DIRECTOR - PART YEAR
- Total calculated
- $0
- Hours/week
- 1
-
BRANDON ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CODY BURRELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
FLOYD PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RAYMOND NALLIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CODY BUCHHOLZ
CHIEF MARKETING OFFICER
- Total calculated
- $298,120
- From this org
- $255,711
- From related orgs
- $0
- Other
- $42,409
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $234,554
- Bonus
- $21,157
- Other
- $0
- Deferred
- $21,997
- Nontaxable benefits
- $20,412
- Filer's total
- $298,120
-
JOHN DOUCET
PRESIDENT/CEO
- Total calculated
- $509,868
- From this org
- $431,443
- From related orgs
- $0
- Other
- $78,425
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $414,144
- Bonus
- $17,299
- Other
- $0
- Deferred
- $63,377
- Nontaxable benefits
- $15,048
- Filer's total
- $509,868
-
JONATHAN E HASKETT JR
CHIEF FINANCIAL OFFICER
- Total calculated
- $321,192
- From this org
- $265,393
- From related orgs
- $0
- Other
- $55,799
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,458
- Bonus
- $21,935
- Other
- $0
- Deferred
- $42,131
- Nontaxable benefits
- $13,668
- Filer's total
- $321,192
-
KEISHA SMITH
CHIEF EXPERIENCE OFFICER
- Total calculated
- $308,867
- From this org
- $268,018
- From related orgs
- $0
- Other
- $40,849
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $246,084
- Bonus
- $21,934
- Other
- $0
- Deferred
- $31,597
- Nontaxable benefits
- $9,252
- Filer's total
- $308,867
-
LADEDRA JONES
CHIEF TECHNOLOGY OFFICER
- Total calculated
- $309,960
- From this org
- $266,746
- From related orgs
- $0
- Other
- $43,214
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $244,787
- Bonus
- $21,959
- Other
- $0
- Deferred
- $42,176
- Nontaxable benefits
- $1,038
- Filer's total
- $309,960
-
PHILLIP BRENT
CHIEF LEGAL COUNSEL
- Total calculated
- $300,097
- From this org
- $268,737
- From related orgs
- $0
- Other
- $31,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $246,806
- Bonus
- $21,931
- Other
- $0
- Deferred
- $21,952
- Nontaxable benefits
- $9,408
- Filer's total
- $300,097
-
ALLISON DEYOUNG
VP OF HUMAN RESOURCES
- Total calculated
- $209,650
- From this org
- $172,829
- From related orgs
- $0
- Other
- $36,821
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,657
- Bonus
- $14,172
- Other
- $0
- Deferred
- $22,925
- Nontaxable benefits
- $13,896
- Filer's total
- $209,650
-
AMANDA LEBLANC
VP OF EXPERIENCE CENTERS
- Total calculated
- $178,824
- From this org
- $157,684
- From related orgs
- $0
- Other
- $21,140
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,528
- Bonus
- $13,156
- Other
- $0
- Deferred
- $11,792
- Nontaxable benefits
- $9,348
- Filer's total
- $178,824
-
DUSTIN WILLIAMS
VP OF FINANCE & ANALYTICS
- Total calculated
- $200,024
- From this org
- $172,651
- From related orgs
- $0
- Other
- $27,373
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,498
- Bonus
- $14,153
- Other
- $0
- Deferred
- $18,565
- Nontaxable benefits
- $8,808
- Filer's total
- $200,024
-
LANA FLOYD
VP OF CONSUMER LENDING
- Total calculated
- $173,625
- From this org
- $145,988
- From related orgs
- $0
- Other
- $27,637
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,131
- Bonus
- $13,857
- Other
- $0
- Deferred
- $26,617
- Nontaxable benefits
- $1,020
- Filer's total
- $173,625
-
PIERCE HARRINGTON
AVP SR. COMMERCIAL LENDER
- Total calculated
- $210,841
- From this org
- $179,906
- From related orgs
- $0
- Other
- $30,935
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,596
- Bonus
- $15,310
- Other
- $0
- Deferred
- $15,455
- Nontaxable benefits
- $15,480
- Filer's total
- $210,841
-
BROOKE COLLINS
VP OF VIRUTAL SERVICES
- Total calculated
- $176,068
- From this org
- $140,259
- From related orgs
- $0
- Other
- $35,809
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,644
- Bonus
- $11,615
- Other
- $0
- Deferred
- $15,757
- Nontaxable benefits
- $20,052
- Filer's total
- $176,068
-
CARI RIZZATO
AVP OF SUPPORT SERVICES
- Total calculated
- $152,939
- From this org
- $115,122
- From related orgs
- $0
- Other
- $37,817
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $105,234
- Bonus
- $9,888
- Other
- $0
- Deferred
- $22,817
- Nontaxable benefits
- $15,000
- Filer's total
- $152,939
-
JEFF KELLUM
SR. SYSTEMS & NETWORK MANAGER
- Total calculated
- $142,495
- From this org
- $118,531
- From related orgs
- $0
- Other
- $23,964
- Hours/week
- 40
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
- $68,821,965
- Expenses
- $64,381,342
- Contributions
- $0
- Grants paid
- $139,755
-
2023
- Revenue
- $62,195,658
- Expenses
- $52,561,566
- Contributions
- $0
- Grants paid
- $115,786
-
2022
- Revenue
- $14,392,822
- Expenses
- $11,759,386
- Contributions
- $0
- Grants paid
- $10,389
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.
Grants made
-
$17,776
2024 SPONSORSHIP
-
$14,906
2023 SPONSORSHIP
-
2023 SPONSORSHIP
-
2023 SPONSORSHIP
-
2024 SPONSORSHIP
-
$6,000
2023 SPONSORSHIP
-
$6,000
2024 SPONSORSHIP
-
2024 SPONSORSHIP
-
$5,389
2022 FUNDRAISER
-
$5,000
2024 SPONSORSHIP
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.
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.