Organizations Filed Purposes:
TO BE OUR MEMBERS TRUSTED FINANCIAL HOME.
TO BE OUR MEMBERS TRUSTED FINANCIAL HOME. MUTUAL MEMBERSHIP BENEFIT PROGRAMS PROVIDING FINANCIAL RELATED SERVICES TO 40,151 MEMBERS AND BEING A SOURCE OF CREDIT FOR OVER 21,000 MEMBERS.
PROVIDED FINANCIAL RELATED SERVICES FOR 40,151 MEMBERS (63,601 ACCOUNTS)
PROVIDE SOURCE OF CREDIT TO APPROXIMATELY 40151 MEMBERS AT A REASONABLE RATE (21,438 ACCOUNTS).
PROVIDED FINANCIAL SERVICES EDUCATION TO APPROXIMATELY 2,760 HIGH SCHOOL STUDENTS THROUGH A REALITY STORE PROGRAM AND PROVIDED FINANCIAL SERVICES EDUCATION TO APPROXIMATELY 506 Credit Union and non Credit Union individuals.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| James Holt | RETIRED PRESIDENT/CEO | 0 | $1,198,737 |
| Bradley Herzet | PRESIDENT | 40 | $304,888 |
| Michael Welli | VICE PRESIDENT MARKETING | 40 | $156,099 |
| Kim Wheelock | SVP CIO & COO | 40 | $133,141 |
| Gregory Teter | CHIEF FINANCIAL OFFICER | 40 | $126,421 |
| Milton Balzer | VICE PRESIDENT OF LENDING | 40 | $107,685 |
| Trey Cusick | BOARD MEMBER | 0 | $0 |
| Linda Kizzire | BOARD MEMBER | 0 | $0 |
| Richard Dixon | BOARD MEMBER | 0 | $0 |
| Kathy Jewett | Secretary | 0 | $0 |
| John Sherwood | VICE CHAIRMAN/TREASURER | 0 | $0 |
| Becky Allen Bouska | BOARD CHAIRMAN | 0 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202031219349301413_public.xml