Nonprofit · EIN 91-0639210
CREDIT UNIONS IN THE STATE OF WASHINGTON
Also known as O BEE CREDIT UNION
Tax-exempt · LACEY, WA 98509
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $45,298,093 | $42,868,064 | $2,430,029 | $623,292,888 | $582,864,371 | $40,428,517 |
| December 31, 2023 | 990 | $38,098,425 | $35,353,263 | $2,745,162 | $602,933,268 | $564,934,780 | $37,998,488 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $41,587,238
- Investment income
- $3,710,855
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $27,802
- Benefits paid to members
- $10,052,109
- Compensation of officers, directors and key employees
- $2,326,561
- Other salaries and wages
- $9,415,605
- Salaries, compensation and benefits (total)
- $15,528,428
- Professional fundraising fees
- $0
- Legal fees
- $31,626
- Accounting fees
- $23,504
- Occupancy
- $1,782,853
- Travel
- $85,905
- Depreciation
- $1,079,182
Balance sheet and other
- Total assets, start of year
- $602,933,268
- Total assets, end of year
- $623,292,888
- Total liabilities, end of year
- $582,864,371
- Net assets, end of year
- $40,428,517
- Land, buildings and equipment
- $6,122,766
- Gross unrelated business income
- $41,960
- Gross receipts
- $45,298,093
- Employees
- 193
- Volunteers
- 15
- Year formed
- 1955
- State of legal domicile
- WA
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 |
|---|---|---|---|---|
| LEE WOJNAR | CHIEF MARKETING OFFICER Key employee | 40 | $452,418 | $40,807 |
| ANDREW DOWNIN | CEO (STARTED 1/16/24) Officer | 40 | $376,066 | $19,670 |
| JENNIFER ROBERTS-ECHTLE | CHIEF OPERATIONS OFFICER Officer | 40 | $293,350 | $54,645 |
| DAVID ECHTLE | CHIEF LENDING OFFICER Key employee | 40 | $288,343 | $52,636 |
| DAVID LITTLETON | FINANCIAL ADVISOR Highest-paid employee | 40 | $241,524 | $36,117 |
| JEREMY FRANKLIN | MORTGAGE LOAN OFFICER Highest-paid employee | 40 | $250,397 | $26,134 |
| BRYAN THOMAS | CHIEF HUMAN RESOURCES OFFI Key employee | 40 | $201,675 | $31,518 |
| MARTHA PRESTIN | CFO Officer | 40 | $196,102 | $25,386 |
| JERRY RICHARDSON | CHIEF RISK OFFICER Key employee | 40 | $191,608 | $28,528 |
| DANIEL HILDRETH | VP OF FINANCE Highest-paid employee | 40 | $197,489 | $19,620 |
| TIMOTHY TIMMER | VP OF COMMERCIAL LENDING Highest-paid employee | 40 | $188,327 | $22,880 |
| DEBBIE SCOLES | CONTROLLER Highest-paid employee | 40 | $170,782 | $33,599 |
| BRUCE CRAMER | INTERIM CEO (THRU 2/9/24) Officer | 40 | $59,994 | $13,818 |
| PRABAKARAN MANOHARAN | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| CHRISTY KRIEGSMAN | 1ST VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN BEDFORD | 2ND VICE CHAIR Trustee or director, Officer | 4 | $0 |
| BARRY MURRAY | DIRECTOR Trustee or director | 4 | $0 |
| CAROLYN CARUSO | DIRECTOR Trustee or director | 4 | $0 |
| FRIEDA RAY | DIRECTOR Trustee or director | 4 | $0 |
| WILFORD SAUNDERS | DIRECTOR Trustee or director | 4 | $0 |
| STEVE BLANKENSHIP | DIRECTOR Trustee or director | 4 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES COLLINS | CEO/TREASURER (THRU 8/21/23) Officer | 40 | $725,280 | $50,838 |
| DAVID ECHTLE | CHIEF LENDING OFFICER Key employee | 40 | $217,135 | $53,737 |
| JENNIFER ROBERTS-ECHTLE | CHIEF OPERATIONS OFFICER Officer | 40 | $215,424 | $47,706 |
| LEE WOJNAR | CHIEF MARKETING OFFICER Highest-paid employee | 40 | $191,681 | $57,085 |
| JEREMY FRANKLIN | MORTGAGE LOAN OFFICER Highest-paid employee | 40 | $193,632 | $27,041 |
| DANIEL HILDRETH | FINANCIAL ANALYST Highest-paid employee | 40 | $183,480 | $29,439 |
| BRYAN THOMAS | CHIEF HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $179,730 | $17,905 |
| DEBBIE SCOLES | CONTROLLER Highest-paid employee | 40 | $160,969 | $18,718 |
| BRUCE CRAMER | INTERIM CEO (STARTED 8/7/23) Officer | 40 | $114,186 | $3,847 |
| MARTHA PRESTIN | CFO (STARTED 11/1/23) Officer | 40 | $20,171 | $2,313 |
| PRABAKARAN MANOHARAN | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| JASON GORDON | CHAIR (THRU 7/19/23) Trustee or director, Officer | 4 | $0 | $0 |
| CHRISTY KRIEGSMAN | 1ST VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| RYAN BEDFORD | 2ND VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| JOY JOHNSTON | 2ND VICE CHAIR (THRU 8/15/23) Trustee or director, Officer | 4 | $0 | $0 |
| BARRY MURRAY | DIRECTOR Trustee or director | 4 | $0 | $0 |
| CAROLYN CARUSO | DIRECTOR Trustee or director | 4 | $0 | $0 |
| DIANE BRANSON-UNWIN | DIRECTOR (THRU 7/19/23) Trustee or director | 4 | $0 | $0 |
| FRIEDA RAY | DIRECTOR Trustee or director | 4 | $0 | $0 |
| JUDITH WEEKS | DIRECTOR (THRU 8/15/23) Trustee or director | 4 | $0 | $0 |
| MICHELE FISHER | DIRECTOR (THRU 7/19/23) Trustee or director | 4 | $0 | $0 |
| WILFORD SAUNDERS | DIRECTOR Trustee or director | 4 | $0 | $0 |
| STEVE BLANKENSHIP | DIRECTOR Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5000, LACEY, WA 98509-5000
- In care of
- % OBEE
- Principal officer (990 for 2024)
- ANDREW DOWNIN, 649 WOODLAND SQUARE LOOP SE 100, LACEY, WA 98503
- Signed the 990
- MARTHA PRESTIN, CFO
- Phone
- (360) 943-0740
- Website
- WWW.OBEE.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO IMPROVE THE LIVES OF OUR MEMBERS THROUGH FINANCIAL WELL-BEING.
Program accomplishments
- THE CREDIT UNION PROVIDES DRAFT AND SHARE ACCOUNTS, SHARE CERTIFICATES, CONSUMER AND COMMERCIAL LOANS, AND OTHER EXEMPT FUNCTION ACTIVITIES TO ITS MEMBERS.
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
- 91-0639210
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 1269: CREDIT UNIONS IN THE STATE OF WASHINGTON
- Assets (IRS master file)
- $623,292,888
- Income (IRS master file)
- $45,298,093
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $45,298,093 | $42,868,064 | $623,292,888 | IRS |
| 990 | December 2023 | $38,098,425 | $35,353,263 | $602,933,268 | XML |
| 990 | December 2022 | $27,675,853 | $25,344,160 | $560,412,089 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 91-0639210).
Questions about CREDIT UNIONS IN THE STATE OF WASHINGTON
- What is the EIN of CREDIT UNIONS IN THE STATE OF WASHINGTON?
- The employer identification number (EIN) of CREDIT UNIONS IN THE STATE OF WASHINGTON is 91-0639210.
- Is CREDIT UNIONS IN THE STATE OF WASHINGTON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1954.
- Are donations to CREDIT UNIONS IN THE STATE OF WASHINGTON tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CREDIT UNIONS IN THE STATE OF WASHINGTON 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 CREDIT UNIONS IN THE STATE OF WASHINGTON 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 CREDIT UNIONS IN THE STATE OF WASHINGTON 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 CREDIT UNIONS IN THE STATE OF WASHINGTON?
- The 990 for the year ended December 31, 2024 names ANDREW DOWNIN.
- Who are the officers and directors of CREDIT UNIONS IN THE STATE OF WASHINGTON?
- The 990 for the year ended December 31, 2024 lists 21 people; 13 received compensation from the organization, the highest $452,418 (LEE WOJNAR, CHIEF MARKETING OFFICER).
- How much revenue does CREDIT UNIONS IN THE STATE OF WASHINGTON have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $45,298,093, expenses of $42,868,064 and total assets of $623,292,888 at year end.
Other nonprofits in LACEY
- SAINT MARTINS UNIVERSITY EIN 91-0564993 · last filed 990 for 2025
- PANORAMA EIN 94-3048988 · last filed 990 for 2025
- COMMUNITY ACTION COUNCIL OF LEWIS MASON AND THURSTON COUNTIES EIN 91-0818368 · last filed 990 for 2025
- WAFLA EIN 26-0611911 · last filed 990 for 2024
- KOKUA EIN 91-1792867 · last filed 990 for 2024
- UNITED ASSO JOURNEYMEN & APPR OF THE PLUMBING & PIPE US & CANADA EIN 46-0470876 · last filed 990 for 2025
- THURSTON COUNTY ECONOMIC DEVELOPMENT COUNCIL EIN 91-1183169 · last filed 990 for 2024
- COMMUNITY CHRISTIAN ACADEMY EIN 47-1810525 · last filed 990 for 2025