Nonprofit · EIN 93-0243503
UNITUS COMMUNITY CREDIT UNION
Tax-exempt · PORTLAND, OR 97207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $90,851,548 | $89,045,333 | $1,806,215 | $1,724,397,987 | $1,559,425,967 | $164,972,020 |
| December 31, 2023 | 990 | $80,410,170 | $78,273,353 | $2,136,817 | $1,723,073,803 | $1,564,007,399 | $159,066,404 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $300,000
- Program service revenue
- $79,041,768
- Investment income
- $10,771,809
- Net rental income
- $541,092
- Net gain from sales of assets
- $1,978
- Other revenue
- $737,971
Expenses
- Grants and similar amounts paid
- $815,579
- Compensation of officers, directors and key employees
- $5,204,662
- Other salaries and wages
- $21,177,293
- Salaries, compensation and benefits (total)
- $35,383,847
- Professional fundraising fees
- $0
- Legal fees
- $91,473
- Accounting fees
- $142,329
- Occupancy
- $3,095,689
- Travel
- $71,599
- Depreciation
- $2,523,311
Balance sheet and other
- Total assets, start of year
- $1,723,073,803
- Total assets, end of year
- $1,724,397,987
- Total liabilities, end of year
- $1,559,425,967
- Net assets, end of year
- $164,972,020
- Land, buildings and equipment
- $54,375,100
- Publicly traded securities
- $141,443,181
- Gross unrelated business income
- $684,647
- Gross receipts
- $91,743,970
- Employees
- 351
- Volunteers
- 0
- Year formed
- 1937
- State of legal domicile
- OR
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 |
|---|---|---|---|---|
| STEVEN STAPP | PRESIDENT - CHIEF EXECUTIVE OFFICER Officer | 40 | $645,734 | $86,166 |
| MICHAEL NAMBA | SVP - CHIEF FINANCIAL OFFICER Officer | 40 | $358,717 | $57,365 |
| DAVID FEHRER | EVP - CHIEF STRATEGY & INNOV OFFICER Officer | 40 | $358,278 | $57,365 |
| BRIAN DEVEREUX | SVP - CHIEF LENDING OFFICER Officer | 40 | $306,833 | $34,950 |
| JAMES ALEXANDER | SVP - CHIEF RISK OFFICER Officer | 40 | $224,927 | $41,731 |
| JESSICA BROWN | VP - CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $229,970 | $18,484 |
| KEVIN SMITH | VP - INFORMATION TECHNOLOGY Key employee | 40 | $199,675 | $37,701 |
| RICHARD HIGH | AVP - CREDIT ADMINISTRATION Key employee | 40 | $193,747 | $26,192 |
| WAYNE MATSUMURA | VP - BUSINESS LENDING Key employee | 40 | $191,213 | $24,640 |
| KENNETH RIEDEL | VP - OPERATIONS Key employee | 40 | $181,282 | $25,924 |
| MEGAN SNYDER | VP - STRATEGIC PARTNERSHIPS & PM Key employee | 40 | $184,096 | $16,350 |
| LAWRENCE CAVASSO | AVP - CONTROLLER Key employee | 40 | $155,572 | $43,979 |
| MICHAEL HANSEN | VP - MEMBER SERVICES Key employee | 40 | $171,778 | $25,002 |
| AMY OLSON | AVP - RESIDENTIAL MORTGAGE LENDING Key employee | 40 | $152,189 | $43,568 |
| JOHN BACHMAN | MGR - INFORMATION TECHNOLOGY Key employee | 40 | $170,338 | $24,703 |
17 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN BUHACOFF | ASST MGR - SOFTWARE ENGINEERING Highest-paid employee | 40 | $147,667 | $43,384 |
| CHARLOTTE SEARS | VP - MX & PRODUCT MANAGEMENT Key employee | 40 | $166,789 | $24,241 |
| RONDA WAGNER | AVP - CONSUMER LENDING Key employee | 40 | $164,128 | $25,012 |
| AARON BLEDY | DIRECTOR - COMMERCIAL SERVICES Highest-paid employee | 40 | $145,842 | $37,083 |
| LORI FINK | AVP - MARKETING & BRAND DEVELOPMENT Key employee | 40 | $154,793 | $23,126 |
| KATHRINE POPOVICH | DIRECTOR - PROJECT MANAGEMENT Key employee | 40 | $152,739 | $22,765 |
| ROSE HALFORD | AVP - TRAINING & STRATEGIC IMPL Highest-paid employee | 40 | $148,955 | $22,935 |
| GRETCHEN GARDNER | DIRECTOR - ORG DEVELOPMENT Highest-paid employee | 40 | $146,104 | $22,623 |
| JEFFERY SEARS | MGR - IT APPLICATION SUPPORT Highest-paid employee | 40 | $143,036 | $22,350 |
| MATTHEW MICETIC | BOARD CHAIR Trustee or director, Officer | 3 | $25,000 | $0 |
| NICOLE DAVISON LEON | BOARD VICE CHAIR Trustee or director, Officer | 3 | $16,000 | $0 |
| RHONDA CRAMER | BOARD SECRETARY Trustee or director, Officer | 3 | $16,000 | $0 |
| SOMNATH BANERJEE | BOARD DIRECTOR Trustee or director | 3 | $16,000 | $0 |
| TIFFINI MUELLER | BOARD DIRECTOR Trustee or director | 3 | $16,000 | $0 |
| FRANK CHINN | BOARD DIRECTOR Trustee or director | 3 | $16,000 | $0 |
| DENETTA MONK | BOARD DIRECTOR Trustee or director | 3 | $12,533 | $0 |
| LAURA CONROY | BOARD DIRECTOR Trustee or director | 3 | $3,467 | $0 |
990 for the year ended December 31, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVEN STAPP | PRESIDENT - CHIEF EXECUTIVE OFFICER Officer | 40 | $895,002 | $81,754 |
| DAVID FEHRER | EVP - CHIEF STRATEGY AND INNOVATION OFFICER Officer | 40 | $436,371 | $54,304 |
| MICHAEL NAMBA | SVP - CHIEF FINANCIAL OFFICER Officer | 40 | $413,591 | $51,676 |
| BRIAN DEVEREUX | SVP - CHIEF LENDING OFFICER Officer | 40 | $376,244 | $34,580 |
| GAYLE EVANS THRU 11323 | SVP - CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $326,769 | $25,054 |
| CORLINDA WOODEN THRU 121223 | SVP - CHIEF RETAIL OFFICER Officer | 40 | $294,844 | $43,228 |
| JAMES ALEXANDER | SVP - CHIEF RISK OFFICER Officer | 40 | $268,399 | $42,769 |
| KEVIN SMITH | VP - INFORMATION TECHNOLOG Key employee | 40 | $201,643 | $35,343 |
| RICHARD HIGH | AVP - CREDIT ADMINISTRATION Key employee | 40 | $194,213 | $24,014 |
| JESSICA BROWN | VP - CHIEF HUMAN RESOURCES OFFICER Officer | 40 | $198,934 | $14,808 |
| WAYNE MATSUMURA | AVP - BUSINESS LENDING Key employee | 40 | $182,394 | $23,399 |
| RONDA WAGNER | AVP - CONSUMER LENDING Key employee | 40 | $178,533 | $25,299 |
| LAWRENCE CAVASSO | AVP - CONTROLLER Key employee | 40 | $162,787 | $40,626 |
| JOHN BACHMAN | MGR - INFORMATION TECHNOLOGY Key employee | 40 | $178,230 | $24,203 |
| AMY OLSON | AVP - RESIDENTIAL MORTGAGE LENDING Key employee | 40 | $155,520 | $37,895 |
| AARON BLEDY | DIRECTOR - COMMERCIAL SERVICES Key employee | 40 | $151,819 | $34,238 |
| MEGAN SNYDER | VP - STRATEGIC PARTNERSHIPS Key employee | 40 | $171,155 | $13,708 |
| ROSE HALFORD | AVP - TRAINING & STRATEGY Key employee | 40 | $158,221 | $22,570 |
| LORI FINK | AVP - MARKETING & BRAND DEVELOPMENT Key employee | 40 | $155,936 | $22,358 |
| JONATHAN BUHACOFF | ASST MGR - SOFTWARE ENGINEERING Highest-paid employee | 40 | $141,664 | $34,301 |
| CHRISTOPHER JOHNSON | MGR - BUSINESS INTELLIGENCE Highest-paid employee | 40 | $144,045 | $31,192 |
| KATHRINE POPOVICH | DIRECTOR - PROJECT MANAGEMENT Key employee | 40 | $151,909 | $22,290 |
| CHARLOTTE SEARS | VP - MX AND PRODUCT MANAGEMENT Key employee | 40 | $152,531 | $21,189 |
| KENNETH RIEDEL | AVP - REGIONAL MANAGER Highest-paid employee | 40 | $147,252 | $23,005 |
| GRETCHEN GARDNER | DIRECTOR ORGANIZATIONAL DEVELOPMENT Highest-paid employee | 40 | $148,030 | $21,707 |
| ALEXANDRE LABARRE | SR. CREDIT RISK ANALYST Highest-paid employee | 40 | $139,014 | $21,481 |
| MATTHEW MICETIC | BOARD CHAIR Trustee or director, Officer | 3 | $20,753 | $0 |
| SOMNATH BANERJEE | DIRECTOR Trustee or director | 3 | $20,247 | $0 |
| NICOLE DAVISON LEON | BOARD VICE CHAIR Trustee or director, Officer | 3 | $16,000 | $0 |
| RHONDA CRAMER | BOARD SECRETARY Trustee or director, Officer | 3 | $16,000 | $0 |
| FRANK CHINN | DIRECTOR Trustee or director | 3 | $16,000 | $0 |
| LAURA CONROY THRU 32123 | DIRECTOR Trustee or director | 3 | $16,000 | $0 |
| TIFFINI MUELLER | DIRECTOR Trustee or director | 3 | $16,000 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1937, PORTLAND, OR 97207-1937
- In care of
- % KACIE ELLIS
- Mailing address (990-N for 2014)
- 8902 N Seneca St, Portland OR 97203
- Principal officer (990 for 2024)
- STEVEN STAPP, 7632 SW DURHAM ROAD, TIGARD, OR 972247584
- Principal officer (990-N for 2014)
- Treasurer Kacie Ellis, 8902 N Seneca St, Portland OR 97203
- Signed the 990
- MICHAEL NAMBA, SVP - CHIEF FINANCIAL OFFICER
- Phone
- (503) 423-8839
- Website
- WWW.UNITUSCCU.COM
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TOGETHER WE INSPIRE HOPE BY NAVIGATING THROUGH LIFE'S DEFINING MOMENTS.
Program accomplishments
- PROVIDE FINANCIAL SERVICES TO 105,388 MEMBERS. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, PROVIDING REAL ESTATE AND OTHER SECURED/ UNSECURED CONSUMER LOANS, CHECKING AND SAVINGS PROGRAMS, AND CREDIT CARD SERVICES. SUPPORT COMMUNITIES IN OUR FIELD OF MEMBERSHIP, INCLUDING CORPORATE PHILANTHROPY.
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
- 93-0243503
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1944
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 0728: STATE CHARTERED CREDIT UNIONS IN OREGON
- Assets (IRS master file)
- $1,724,397,987
- Income (IRS master file)
- $91,743,970
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $90,851,548 | $89,045,333 | $1,724,397,987 | XML |
| 990 | December 2023 | $80,410,170 | $78,273,353 | $1,723,073,803 | XML |
| 990 | December 2022 | $70,835,899 | $62,658,353 | $1,727,213,456 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2014 Officer: Treasurer Kacie Ellis | December 31, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
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 93-0243503).
Questions about UNITUS COMMUNITY CREDIT UNION
- What is the EIN of UNITUS COMMUNITY CREDIT UNION?
- The employer identification number (EIN) of UNITUS COMMUNITY CREDIT UNION is 93-0243503.
- Is UNITUS COMMUNITY CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1944.
- Are donations to UNITUS COMMUNITY CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITUS COMMUNITY 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 UNITUS COMMUNITY 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 UNITUS COMMUNITY 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 UNITUS COMMUNITY CREDIT UNION?
- The 990 for the year ended December 31, 2024 names STEVEN STAPP.
- Who are the officers and directors of UNITUS COMMUNITY CREDIT UNION?
- The 990 for the year ended December 31, 2024 lists 32 people; 32 received compensation from the organization, the highest $645,734 (STEVEN STAPP, PRESIDENT - CHIEF EXECUTIVE OFFICER).
- How much revenue does UNITUS COMMUNITY CREDIT UNION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $90,851,548, expenses of $89,045,333 and total assets of $1,724,397,987 at year end.
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