Nonprofit · EIN 35-0987917
INDIANA UNIVERSITY CREDIT UNION
Tax-exempt · BLOOMINGTON, IN 47402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $94,288,835 | $78,828,373 | $15,460,462 | $1,759,542,336 | $64,090,060 | $1,695,452,276 |
| December 31, 2023 | 990 | $74,827,152 | $62,883,030 | $11,944,122 | $1,671,616,966 | $167,252,425 | $1,504,364,541 |
| December 31, 2021 | 990 | $50,961,193 | $35,685,902 | $15,275,291 | $1,518,070,335 | $59,877,209 | $1,458,193,126 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $80,484,618
- Investment income
- $13,825,625
- Net gain from sales of assets
- $2,955,107
- Other revenue
- -$21,408
Expenses
- Grants and similar amounts paid
- $62,711
- Compensation of officers, directors and key employees
- $2,746,885
- Other salaries and wages
- $13,266,247
- Salaries, compensation and benefits (total)
- $21,475,966
- Professional fundraising fees
- $0
- Legal fees
- $80,579
- Accounting fees
- $381,994
- Occupancy
- $957,150
- Travel
- $262,138
- Depreciation
- $1,780,397
Balance sheet and other
- Total assets, start of year
- $1,671,616,966
- Total assets, end of year
- $1,759,542,336
- Total liabilities, end of year
- $64,090,060
- Net assets, end of year
- $1,695,452,276
- Land, buildings and equipment
- $16,837,964
- Publicly traded securities
- $142,501,594
- Gross unrelated business income
- -$21,408
- Gross receipts
- $94,288,835
- Employees
- 239
- Volunteers
- 16
- Year formed
- 1956
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bryan W Price | President and CEO Officer | 40 | $723,954 | $79,700 |
| Andrew Allard | SVP, Chief Operating Officer Officer | 40 | $326,788 | $63,304 |
| Julie Ragsdale | SVP, Chief Administrative Officer Officer | 40 | $311,946 | $53,479 |
| Chris Hawk | SVP, CFO Officer | 40 | $297,008 | $60,526 |
| Sarah Rogers | SVP Business Services Officer | 40 | $246,489 | $54,921 |
| David Sipes | SVP Chief Marketing Officer Officer | 40 | $227,320 | $35,181 |
| Teddie Gambler | SVP Chief Information Officer Officer | 40 | $225,450 | $35,208 |
| Anthony Rastall | VP Business Services Highest-paid employee | 40 | $166,353 | $47,494 |
| Amy Doan | VP Business Services Highest-paid employee | 40 | $161,068 | $36,409 |
| Scott Trilling | VP Business Services Highest-paid employee | 40 | $174,478 | $17,301 |
| Lori Forrester | VP Member Service Support Highest-paid employee | 40 | $146,204 | $36,901 |
| Georgeanna Sims | VP Branch Administration Highest-paid employee | 40 | $144,576 | $36,576 |
| Doris Sims | Board Chair Trustee or director | 4 | $2,963 | $0 |
| Veda Walcott | Board Vice Chair Trustee or director | 2 | $755 | $0 |
| Brad Heim | Board Treasurer Trustee or director | 2 | $631 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Avalyn Quick | Former Director Trustee or director, Former | 2 | $631 |
| Scott Smart | Director Trustee or director | 2 | $631 |
| Denvil Duncan | Board Secretary Trustee or director | 2 | $0 |
| Dennis Cromwell | Board Past Chair Trustee or director | 2 | $0 |
| Jon Barada | Director Trustee or director | 2 | $0 |
| Andrea Mobley | Director Trustee or director | 2 | $0 |
| Shatoyia Moss | Director Trustee or director | 2 | $0 |
| Neil Powell | Former Director Trustee or director, Former | 2 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bryan W Price | President and CEO Officer | 40 | $744,849 | $79,701 |
| Andrew Allard | SVP, Chief Operating Officer Officer | 40 | $309,757 | $64,388 |
| Chris Hawk | SVP, CFO Officer | 40 | $278,133 | $61,476 |
| Julie Ragsdale | SVP, Chief Administrative Officer Officer | 40 | $284,116 | $52,697 |
| Sarah Rogers | SVP Business Services Officer | 40 | $234,361 | $56,752 |
| David Sipes | SVP Chief Marketing Officer Officer | 40 | $214,852 | $43,093 |
| Teddie Gambler | SVP Chief Information Officer Officer | 40 | $212,757 | $35,118 |
| Anthony Rastall | VP Business Services Highest-paid employee | 40 | $159,013 | $49,577 |
| Amy Doan | VP Business Services Highest-paid employee | 40 | $155,541 | $37,595 |
| Trish Ierino | VP Sales and Service Highest-paid employee | 40 | $141,648 | $38,539 |
| Lori Forrester | VP Member Service Support Highest-paid employee | 40 | $140,262 | $38,379 |
| Scott Trilling | VP Business Services Highest-paid employee | 40 | $167,704 | $8,094 |
| Neil Powell | Board Treasurer Trustee or director | 2 | $1,907 | $0 |
| Doris Sims | Board Chair Trustee or director | 4 | $1,686 | $0 |
| Brad Heim | Board Vice Chair Trustee or director | 2 | $1,439 | $0 |
| Scott Smart | Director Trustee or director | 2 | $1,346 | $0 |
| Shatoyia Moss | Director Trustee or director | 2 | $1,054 | $0 |
| Jon Barada | Board Secretary Trustee or director | 2 | $0 | $0 |
| Dennis Cromwell | Board Past Chair Trustee or director | 2 | $0 | $0 |
| Kim Milford | Director Trustee or director | 2 | $0 | $0 |
| Veda Walcott | Director Trustee or director | 2 | $0 | $0 |
| Denvil Duncan | Director Trustee or director | 2 | $0 | $0 |
| Andrea Mobley | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2021: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Bryan W Price | President and CEO Officer | 40 | $557,838 | $66,695 |
| Andrew Allard | SVP, Chief Operating Officer Officer | 40 | $264,940 | $51,653 |
| Julie Ragsdale | SVP, Chief Administrative Officer Officer | 40 | $237,803 | $48,939 |
| Chris Hawk | SVP, CFO Officer | 40 | $203,438 | $45,698 |
| Sarah Rogers | SVP Business Services Officer | 40 | $207,428 | $37,013 |
| Teddie Gambler | SVP Information Technology Officer | 40 | $176,164 | $34,249 |
| David Sipes | SVP Marketing and Business Development Officer | 40 | $173,680 | $33,766 |
| Anthony Rastall | VP Business Services Highest-paid employee | 40 | $139,593 | $39,282 |
| Karen Wisley | VP Information Systems Highest-paid employee | 40 | $120,308 | $37,443 |
| Amy Doan | VP Business Services Highest-paid employee | 40 | $127,624 | $29,508 |
| Trish Ierino | VP Sales and Service Highest-paid employee | 40 | $122,383 | $30,660 |
| Lori Forrester | VP Member Service Support Highest-paid employee | 40 | $120,570 | $30,422 |
| Kim Milford | Board Chair Trustee or director | 4 | $1,250 | $0 |
| Dennis Cromwell | Board Vice Chair Trustee or director | 2 | $0 | $0 |
| Andrea Mobley | Board Secretary Trustee or director | 2 | $0 | $0 |
| Scott Smart | Board Treasurer Trustee or director | 2 | $0 | $0 |
| Jon Barada | Board Past Chair Trustee or director | 2 | $0 | $0 |
| Nandini Gupta | Director Trustee or director | 2 | $0 | $0 |
| Brad Heim | Director Trustee or director | 2 | $0 | $0 |
| Dana Henke | Director Trustee or director | 2 | $0 | $0 |
| Neil Powell | Director Trustee or director | 2 | $0 | $0 |
| Doris Sims | Director Trustee or director | 2 | $0 | $0 |
| Veda Walcott | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 368, BLOOMINGTON, IN 47402-0368
- In care of
- % WILLIAM HITCHCOCK
- Principal officer (990 for 2024)
- Bryan Price, 105 E Winslow Rd, Bloomington, IN 47401
- Signed the 990
- Chris Hawk, SVP & Chief Financial Officer
- Phone
- (812) 855-7823
- Website
- www.iucu.org
Mission
Credit union programs. All activities are state chartered credit union activities which are exempt under section 501(c)(14).
Program accomplishments
- Credit union programs. All activities are state chartered credit union activities which are exempt under section 501(c)(14).
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0987917
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,759,542,336
- Income (IRS master file)
- $94,288,835
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $94,288,835 | $78,828,373 | $1,759,542,336 | IRS |
| 990 | December 2023 | $74,827,152 | $62,883,030 | $1,671,616,966 | XML |
| 990 | December 2022 | $56,693,244 | $40,838,577 | $1,565,475,253 | IRS |
| 990 | December 2021 | $50,961,193 | $35,685,902 | $1,518,070,335 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-0987917).
Questions about INDIANA UNIVERSITY CREDIT UNION
- What is the EIN of INDIANA UNIVERSITY CREDIT UNION?
- The employer identification number (EIN) of INDIANA UNIVERSITY CREDIT UNION is 35-0987917.
- Is INDIANA UNIVERSITY CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 2019.
- Are donations to INDIANA UNIVERSITY CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDIANA UNIVERSITY CREDIT UNION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDIANA UNIVERSITY CREDIT UNION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA UNIVERSITY CREDIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INDIANA UNIVERSITY CREDIT UNION?
- The 990 for the year ended December 31, 2024 names Bryan Price.
- Who are the officers and directors of INDIANA UNIVERSITY CREDIT UNION?
- The 990 for the year ended December 31, 2024 lists 23 people; 17 received compensation from the organization, the highest $723,954 (Bryan W Price, President and CEO).
- How much revenue does INDIANA UNIVERSITY CREDIT UNION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $94,288,835, expenses of $78,828,373 and total assets of $1,759,542,336 at year end.
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