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Credit Unions In State Of Arizona

Credit Union West

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Summary charts: organization finances over time

Revenue
$73.8M (2023)

Expenses
$60.3M (2023)

Total Assets
$1.21B (2023)

Total Liabilities
$1.09B (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,825,794
Expenses
$60,343,158
Net Income
$13,482,636
Net Assets
$115,745,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $69,745,482
94.5%
Investment Income $3,800,238
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $221,755
0.3%
Net Fundraising $0
Sales of Assets $58,319
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,111,303
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $12,037,617
19.9%
Assets/Debt
Total Assets $1,206,329,192
Total Liabilities $1,090,583,497
Net Assets $115,745,695
Compensation
Key Employees and Officers Compensation Related Other
Roch Karen (Ceo/President) $684,599 $0 $304,564
Birr Robert (Vp Chief Lending Officer) $388,298 $0 $81,754
Duong Ning (Svp Coo) $370,757 $0 $70,363
Brown Cheryl (Chief People Officer) $349,051 $0 $35,812
Loveland Connie (Svp Chief Financial Office) $343,386 $0 $17,018
Cruz Diana (Vp Loss Prevention) $278,195 $0 $35,838
O'connor Ryan Sean (Vp Marketing & Communications) $215,140 $0 $17,600
Green Danielle (Vp Retail Delivery) $202,728 $0 $53,223
Poldoski Kelly (Chief Financial Officer) $200,856 $0 $39,994
Baker Seth R (Vp It) $197,770 $0 $26,932
Burt Jaime (Vp Administration) $184,499 $0 $12,926
Fieldson Nicholas (Investment Advisor) $182,730 $0 $10,047
Wade Robert (Investment Advisor) $175,968 $0 $16,413
Bloss Jody (Director Consumer Lending) $167,905 $0 $10,235
Bell Kiona (Director Digital Delivery) $152,618 $0 $11,134
Jackson Don (Director) $0 $0 $0
Gendreau Luis (Director) $0 $0 $0
Laguna Frances (Director) $0 $0 $0
Logan Edward (V. Chairperson) $0 $0 $0
Larberg Gary (Chairperson) $0 $0 $0
Tyus Wanda (Director) $0 $0 $0
Boucher Raymond (V. Chairperson) $0 $0 $0
Ford Jonathon (Director) $0 $0 $0

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Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,137,534
Expenses
$40,867,916
Net Income
$14,269,618
Net Assets
$103,264,871
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,942,651
96.0%
Investment Income $2,214,627
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $167,621
0.3%
Net Fundraising $0
Sales of Assets -$187,365
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,459,908
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $10,933,352
26.8%
Assets/Debt
Total Assets $1,117,757,318
Total Liabilities $1,014,492,447
Net Assets $103,264,871
Compensation
Key Employees and Officers Compensation Related Other
Roch Karen (Ceo/President) $504,787 $0 $76,393
Loveland Connie (Svp Chief Financial Officer) $274,498 $0 $52,370
Duong Ning (Svp Coo) $270,831 $0 $30,543
Birr Robert (Vp Chief Lending Officer) $254,363 $0 $92,907
Cruz Diana (Vp Enterprise Risk Manager) $214,379 $0 $49,018
Brown Cheryl (Chief Hr Officer) $203,782 $0 $27,078
Danielle Green (Vp Of Branches) $181,393 $0 $39,451
Seth R Baker (Vp It) $169,227 $0 $18,888
Fieldson Nicholas (Investment Advisor) $155,872 $0 $16,209
Poldoski Kelly (Vp Finance) $149,704 $0 $38,916
Bell Kiona (Director Digital Delivery) $143,777 $0 $17,176
Jody Bloss (Director Consumer Lending) $143,022 $0 $16,975
Wade Robert (Investment Advisor) $138,640 $0 $25,698
Grundy Scott (Former Vp Cio) $116,304 $0 $0
Don Jackson (Director) $0 $0 $0
Luis Gendreau (Chairperson) $0 $0 $0
Frances Laguna (Director) $0 $0 $0
Edward Logan (V. Chairperson) $0 $0 $0
Gary Larberg (Director) $0 $0 $0
Wanda Tyus (Director) $0 $0 $0
Raymond Boucher (Director) $0 $0 $0
Ford Jonathon (Associate Director) $0 $0 $0

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Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,143,966
Expenses
$38,979,860
Net Income
$8,164,106
Net Assets
$97,595,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,494,580
96.5%
Investment Income $1,269,443
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $223,919
0.5%
Net Fundraising $0
Sales of Assets $156,024
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,368,355
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $10,988,621
28.2%
Assets/Debt
Total Assets $1,059,321,576
Total Liabilities $961,725,577
Net Assets $97,595,999
Compensation
Key Employees and Officers Compensation Related Other
Roch Karen (Ceo/President) $761,274 $0 $107,468
Grundy Scott (Vp Chief Information Offi) $314,322 $0 $106,212
Chan Pamela (Svp Chief Financial Offic) $304,019 $0 $58,394
Birr Robert (Vp Chief Lending Officer) $232,203 $0 $87,176
Cruz Diana (Vp Enterprise Risk Manage) $209,251 $0 $71,557
Loveland Connie (Svp Chief Financial Offic) $203,950 $0 $81,056
Olague Cathy (Vp Marketing & Communications) $174,831 $0 $39,689
Winter Debbie (Vp Of Branches) $174,373 $0 $65,691
Seth R Baker (Director Of It) $152,322 $0 $20,289
Duong Ning (Svp Coo) $151,413 $0 $24,885
Danielle Green (Vp Of Branches) $150,196 $0 $24,724
Yvonne Ross (Vp Human Resources And D) $148,544 $0 $43,957
Fieldson Nicholas (Investment Advisor) $143,309 $0 $26,596
Jody Bloss (Director Of Consumer Lending) $137,120 $0 $24,659
Erika Crawford (Mortgage Loan Originator) $128,964 $0 $33,247
Brown Cheryl (Chief Hr Officer) $14,708 $0 $10,963
Don Jackson (Director) $0 $0 $0
Luis Gendreau (Chairman) $0 $0 $0
Frances Laguna (Director) $0 $0 $0
Edward Logan (Director) $0 $0 $0
Gary Larberg (Director) $0 $0 $0
Wanda Tyus (Director) $0 $0 $0
Raymond Boucher (V. Chairman) $0 $0 $0
Ford Jonathon (Associate Director) $0 $0 $0

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,503,288
Expenses
$39,317,097
Net Income
$6,186,191
Net Assets
$89,662,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,153,882
97.0%
Investment Income $1,303,600
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,379
0.0%
Net Fundraising $0
Sales of Assets $37,427
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,999,101
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $10,607,286
27.0%
Assets/Debt
Total Assets $921,242,904
Total Liabilities $831,580,369
Net Assets $89,662,535
Compensation
Key Employees and Officers Compensation Related Other
Roch Karen (Ceo/President) $736,503 $0 $61,514
Chan Pamela (Svp Chief Financial Offic) $444,800 $0 $61,565
Birr Robert (Vp Chief Lending Officer) $350,459 $0 $67,753
Cruz Diana (Vp Enterprise Risk Manage) $318,328 $0 $53,322
Grundy Scott (Vp Chief Information Offi) $302,223 $0 $59,911
Winter Debbie (Vp Of Branches) $254,531 $0 $58,939
Morgan Sheri (Mortgage Loan Originator) $254,507 $0 $32,516
Yvonne Ross (Vp Human Resources And D) $173,716 $0 $55,537
Seth R Baker (It Manager) $142,066 $0 $17,707
Jody Bloss (Senior Loan Manager) $132,900 $0 $18,809
Danielle Green (Sr. Manager Of Branch Oper) $132,485 $0 $17,926
Kelly Poldoski (Controller) $117,949 $0 $26,201
Don Jackson (Associate Director) $0 $0 $0
Luis Gendreau (Chairman) $0 $0 $0
Frances Laguna (Director) $0 $0 $0
Edward Logan (Director) $0 $0 $0
Gary Larberg (Director) $0 $0 $0
Wanda Tyus (Director) $0 $0 $0
Raymond Boucher (V. Chairman) $0 $0 $0

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,894,881
Expenses
$36,802,960
Net Income
$6,091,921
Net Assets
$82,423,846
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,707,472
94.9%
Investment Income $1,781,355
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $10,532
0.0%
Net Fundraising $0
Sales of Assets $395,522
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,830,535
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $9,267,770
25.2%
Assets/Debt
Total Assets $772,531,216
Total Liabilities $690,107,370
Net Assets $82,423,846
Compensation
Key Employees and Officers Compensation Related Other
Roch Karen (Ceo/President) $683,895 $0 $56,505
Chan Pamela (Svp Chief Financial Offic) $420,097 $0 $59,794
Grundy Scott (Vp Chief Information Offi) $282,924 $0 $59,138
Winter Debbie (Vp Of Branches) $239,190 $0 $56,104
Birr Robert (Vp Chief Lending Officer) $218,173 $0 $64,646
Cruz Diana (Vp Enterprise Risk Manage) $193,206 $0 $47,396
Yvonne Ross (Vp Human Resources And D) $179,324 $0 $46,062
Allan Switalski (Vp Marketing) $174,900 $0 $49,181
Fieldsonnicholas G (Investment Advisor) $134,263 $0 $20,041
Seth R Baker (It Manager) $133,816 $0 $16,841
Morgan Sheri (Mortgage Loan Originator) $126,856 $0 $16,231
Jody Bloss (Senior Loan Manager) $125,482 $0 $17,055
Danielle Green (Sr. Manager Of Branch Oper) $122,431 $0 $16,438
Frances Laguna (Director) $0 $0 $0
Edward Logan (Director) $0 $0 $0
Gary Larberg (Director) $0 $0 $0
Wanda Tyus (Director) $0 $0 $0
Don Jackson (Associate Director) $0 $0 $0
Charles Hoskins (Director) $0 $0 $0
Luis Gendreau (Chairman) $0 $0 $0
Raymond Boucher (V. Chairman) $0 $0 $0

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,724,172
Expenses
$34,616,004
Net Income
$6,108,168
Net Assets
$73,999,040
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,019,705
95.8%
Investment Income $1,698,338
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $10,646
0.0%
Net Fundraising $0
Sales of Assets -$4,517
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,428,452
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $8,874,665
25.6%
Assets/Debt
Total Assets $714,248,010
Total Liabilities $640,248,970
Net Assets $73,999,040
Compensation
Key Employees and Officers Compensation Related Other
Macgregor Robert W (Ceo/President) $497,365 $0 $58,604
Roch Karen (Ceo/President) $320,267 $0 $55,066
Birr Robert (Vp Chief Lending Officer) $218,565 $0 $57,780
Grundy Scott (Vp Chief Information Offi) $214,863 $0 $51,890
Chan Pamela (Svp Chief Financial Office) $207,406 $0 $56,510
Cruz Diana (Vp Enterprise Risk Manage) $192,820 $0 $41,492
Winter Debbie (Vp Of Branches) $178,540 $0 $47,536
Allan Switalski (Vp Marketing) $173,381 $0 $48,840
Yvonne Ross (Vp Human Resources And D) $168,940 $0 $60,808
Fieldsonnicholas G (Investment Advisor) $130,428 $0 $19,332
Seth R Baker (It Manager) $129,934 $0 $19,503
Jody Bloss (Senior Loan Manager) $120,355 $0 $18,788
Danielle Green (Sr. Manager Of Branch Oper) $118,727 $0 $16,056
Frances Laguna (Director) $0 $0 $0
Edward Logan (Director) $0 $0 $0
Gary Larberg (Director) $0 $0 $0
James Cronk (Director) $0 $0 $0
John Schurgard (Director) $0 $0 $0
Charles Hoskins (Director) $0 $0 $0
Luis Gendreau (Chairman) $0 $0 $0
Raymond Boucher (V. Chairman) $0 $0 $0
Sandra Lagesse (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,257,053
Expenses
$31,196,552
Net Income
$5,060,501
Net Assets
$67,084,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,134,489
94.1%
Investment Income $2,091,165
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $26,074
0.1%
Net Fundraising $0
Sales of Assets $5,325
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,409,381
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $7,490,345
24.0%
Assets/Debt
Total Assets $674,766,463
Total Liabilities $607,681,921
Net Assets $67,084,542
Compensation
Key Employees and Officers Compensation Related Other
Macgregor Robert W (Ceo/President) $1,268,713 $0 $59,900
Smith David W (Sr. Vp Chief General Counsel) $295,060 $0 $44,112
Roch Karen (Executive Vp) $270,927 $0 $46,532
Birr Robert (Vp Chief Lending Officer) $212,862 $0 $56,345
Grundy Scott (Vp Chief Information Officer) $203,866 $0 $49,003
Chan Pamela (Vp Chief Financial Officer) $198,966 $0 $48,575
Cruz Diana (Vp Enterprise Risk Management) $189,644 $0 $29,303
Winter Debbie (Vp Of Branches) $178,553 $0 $45,569
Yvonne Ross (Vp Human Resources And Development) $162,338 $0 $49,113
Allan Switalski (Vp Marketing) $138,914 $0 $33,094
Seth R Baker (It Manager) $125,889 $0 $10,982
Jody Bloss (Senior Loan Manager) $117,986 $0 $18,195
Danielle Green (Sr. Manager Of Branch Operations) $114,056 $0 $17,352
Cindy M Christy (Real Estate Loan Underwriter) $101,043 $0 $14,748
Beverly Gately (Director) $0 $0 $0
Edward Logan (Director) $0 $0 $0
Gary Larberg (Director) $0 $0 $0
James Cronk (Director) $0 $0 $0
John Schurgard (Director) $0 $0 $0
Larry Schwartz (Director) $0 $0 $0
Luis Gendreau (Chairman) $0 $0 $0
Paul Stratman (Associate Director) $0 $0 $0
Raymond Boucher (V. Chairman) $0 $0 $0
Sandra Lagesse (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,997,204
Expenses
$29,051,949
Net Income
$3,945,255
Net Assets
$62,129,744
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,248,079
94.7%
Investment Income $1,500,236
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $17,300
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $231,589
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,497,881
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $7,969,516
27.4%
Assets/Debt
Total Assets $643,849,278
Total Liabilities $581,719,534
Net Assets $62,129,744
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert W Macgregor (President & Ceo) $436,678 $0 $59,375
Karen Roch (Executive Vp) $245,591 $0 $44,864
David W Smith (Sr Vp / Cgc) $235,343 $0 $51,247
Robert Birr (Vp Clo) $202,510 $0 $56,267
Scott Grundy (Cio) $186,741 $0 $45,029
Pamela L Chan (Cfo) $186,706 $0 $47,425
Diana Cruz (Vp Enterprise Risk) $179,081 $0 $30,369
Debbie Winter (Vp Branch Operations) $164,636 $0 $45,408
Yvonne Ross (Vp Hr Development) $142,629 $0 $59,475
Seth R Baker (It Manager) $104,389 $0 $7,903
Jody Bloss (Loan Manager) $100,385 $0 $18,746
Danielle Green (Senior Br Mgr) $97,899 $0 $15,510
Amanda Kurtz Cady (Controller) $93,754 $0 $12,420
Robert Wade (Financial Planning) $90,206 $0 $25,200
Allan Switalski (Vp Marketing) $31,332 $0 $1,399
Luis E Gendreau (Director) $0 $0 $0
John Schurgard (Chairman) $0 $0 $0
Raymond E Boucher (Director) $0 $0 $0
James Cronk (Director) $0 $0 $0
Beverly Gately (Director) $0 $0 $0
Paul Stratman (Director) $0 $0 $0
Larry K Schwartz (Director) $0 $0 $0
Sandra Lagesse (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,850,556
Expenses
$28,335,335
Net Income
$2,515,221
Net Assets
$58,647,384
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,738,254
96.4%
Investment Income $1,106,309
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,993
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,879,455
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $8,304,080
29.3%
Assets/Debt
Total Assets $595,812,152
Total Liabilities $537,164,768
Net Assets $58,647,384
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert W Macgregor (President & Ceo) $433,407 $0 $59,712
Karen Roch (Executive Vp) $243,528 $0 $48,074
David W Smith (Sr Vp / Cgc) $238,120 $0 $56,064
Robert Birr (Vp Clo) $197,158 $0 $54,349
Scott Grundy (Cio) $188,170 $0 $53,101
Diana Cruz (Vp Enterprise Risk) $178,648 $0 $29,310
Debbie Winter (Vp Branch Operations) $168,767 $0 $52,481
Pamela L Chan (Cfo) $164,000 $0 $43,906
Jody Bloss (Loan Manager) $109,656 $0 $17,962
Nicholas Fieldson (Financial Planning) $107,819 $0 $11,326
Danielle Green (Senior Br Mgr) $104,137 $0 $14,798
Luis E Gendreau (Director) $0 $0 $0
John Schurgard (Director) $0 $0 $0
Raymond E Boucher (Director) $0 $0 $0
Frances Laguna (Director) $0 $0 $0
Beverly Gately (Director) $0 $0 $0
Robert Noiseau (Director) $0 $0 $0
Larry K Schwartz (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,434,349
Expenses
$26,420,012
Net Income
$6,014,337
Net Assets
$56,381,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,221,148
90.1%
Investment Income $1,118,540
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $275,433
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,819,228
5.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,659,268
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $8,185,646
31.0%
Assets/Debt
Total Assets $549,234,387
Total Liabilities $492,852,515
Net Assets $56,381,872
Compensation
Key Employees and Officers Compensation Related Other
Robert W Macgregor (President & Ceo) $381,974 $0 $45,300
Karen Roch (Executive Vp) $227,326 $0 $47,517
David W Smith (Sr Vp / Cgc) $225,034 $0 $45,125
Robert Birr (Vp Lending) $176,660 $0 $45,748
Diana Cruz (Vp Support Service) $167,783 $0 $26,464
Scott Grundy (Vp It) $161,971 $0 $38,797
Lisa Hay (Vp Relation Mgt) $158,128 $0 $18,811
Debbie Winter (Vp Operations) $131,344 $0 $26,864
Pamela L Chan (Cfo) $29,049 $0 $0
Luis E Gendreau (Director) $0 $0 $0
John Schurgard (Chairman) $0 $0 $0
Raymond E Boucher (Director) $0 $0 $0
Robert L Noiseau (Director) $0 $0 $0
Beverly Gately (Director) $0 $0 $0
William W Wright (Director) $0 $0 $0
Larry K Schwartz (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,408,760
Expenses
$22,611,604
Net Income
$8,797,156
Net Assets
$51,488,032
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,836,960
95.0%
Investment Income $1,270,577
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $254,767
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $46,456
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,783,206
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $7,397,385
32.7%
Assets/Debt
Total Assets $512,584,795
Total Liabilities $461,096,763
Net Assets $51,488,032
Compensation
Key Employees and Officers Compensation Related Other
Robert W Macgregor (President & Ceo) $390,932 $0 $38,223
David W Smith (Sr Vp / Cgc) $207,610 $0 $28,108
Karen Roch (Executive Vp) $200,196 $0 $31,828
Diana Cruz (Vp Support Service) $156,330 $0 $13,133
Lisa Hay (Vp Relation Mgt) $151,596 $0 $13,166
Robert Birr (Vp Lending) $149,138 $0 $24,547
Scott Grundy (Vp It) $146,011 $0 $29,665
Sarah Davis (Vp Operations) $142,878 $0 $12,195
Clayton Bittinger (Vp Cfo) $128,435 $0 $11,856
Debbie Winter (Vp Of Branches) $110,081 $0 $10,729
Luis E Gendreau (Director) $0 $0 $0
Dorothy M Rowe (Director) $0 $0 $0
John Schurgard (Chairman) $0 $0 $0
Raymond E Boucher (Director) $0 $0 $0
Robert L Noiseau (Director) $0 $0 $0
James T Cronk (Director) $0 $0 $0
Beverly Gately (Director) $0 $0 $0
William W Wright (Director) $0 $0 $0
Larry K Schwartz (Director) $0 $0 $0

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Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,113,823
Expenses
$23,379,165
Net Income
$5,734,658
Net Assets
$44,107,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,766,524
95.4%
Investment Income $1,029,970
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $277,019
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $40,310
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,127,786
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $7,614,654
32.6%
Assets/Debt
Total Assets $484,148,361
Total Liabilities $440,041,279
Net Assets $44,107,082

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Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,368,149
Expenses
$23,852,281
Net Income
$3,515,868
Net Assets
$35,741,701
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,128,980
95.5%
Investment Income $942,399
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $290,492
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,278
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,208,896
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $6,060,761
25.4%
Assets/Debt
Total Assets $450,093,502
Total Liabilities $414,351,801
Net Assets $35,741,701

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Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »