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NAVIGANT CREDIT UNION

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Public IRS 990 nonprofit record

NAVIGANT CREDIT UNION

EIN 05-0125860 · Credit Unions (W61)

What they do

NAVIGANT CREDIT UNION is MEMBER OWNED and OPERATED. THE MISSION of NAVIGANT CREDIT UNION is to IMPROVE THE FINANCIAL WELL-BEING of ITS MEMBERS. IT DOES SO BY RESPONDING to THE MEMBERS WITH THE VALUE THEY NEED and THE CARING PERSONAL SERVICE THEY DESERVE. THIS is ACCOMPLISHED BY PROVIDING COMPETITIVE LOAN and DEPOSIT RATES AS WELL AS OTHER SERVICES to OUR MEMBERS SEEK IN MANAGING THEIR FINANCES, DELIVERED BY A KNOWLEDGEABLE and FRIENDLY STAFF.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$91.87spent for every $100 of revenueRevenue covered expenses this year.
$20.83in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,043,583 for KATHLEEN OROVITZ (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$204,818,900
Expenses$188,159,100
Annual surplus $16,659,800 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$204,818,900
Expenses$188,159,100
Assets$3,919,589,889
Income$204,818,900
Grants given$5,248,804
Average grant$23,537
Stocks and bonds$305,155,910
Accounting fees$8,728
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
KATHLEEN OROVITZPRESIDENT/CEO · 40 hrs/week $1,043,583Base $759,362 · Other $284,221
JASON M JOLINEVP/CFO · 40 hrs/week $698,024Base $603,274 · Other $94,750
LISA G DANDENEAUSR EVP/CASO · 40 hrs/week $641,978Base $522,895 · Other $119,083
JONATHAN ROBERTSSVP/CIO · 40 hrs/week $497,783Base $404,034 · Other $93,749
DAVID DECUBELLISSVP/CRO · 40 hrs/week $452,761Base $372,064 · Other $80,697
DAVID PELLEGRINOVP-COMPLIANCE · 40 hrs/week $404,384Base $334,956 · Other $69,428
JEFFREY P CASCIONESVP DIRECTOR OF COMMERCIAL BANKING · 40 hrs/week $381,479Base $321,111 · Other $60,368
MICHAEL J MATTONESVP/CRBEO · 40 hrs/week $351,186Base $277,488 · Other $73,698
FREDDIE C ALMEIDAVP RESIDENTIAL MORTGAGE ORIGINATIONS MANAGER · 40 hrs/week $294,944Base $258,775 · Other $36,169
ROSS SILVAAVP BUS DEV/REGIONAL LOAN OFFICER · 40 hrs/week $276,574Base $240,262 · Other $36,312
LORI JORDANSVP DIRECTOR OF PEOPLE & TALENT MGMT · 40 hrs/week $256,050Base $222,767 · Other $33,283
LEONARDA CONTIAVP MORTGAGE LOAN OFFICER · 40 hrs/week $221,580Base $198,076 · Other $23,504

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

KATHLEEN OROVITZPRESIDENT/CEO

JASON M JOLINEVP/CFO

LISA G DANDENEAUSR EVP/CASO

JONATHAN ROBERTSSVP/CIO

DAVID DECUBELLISSVP/CRO

DAVID PELLEGRINOVP-COMPLIANCE

JEFFREY P CASCIONESVP DIRECTOR OF COMMERCIAL BANKING

MICHAEL J MATTONESVP/CRBEO

FREDDIE C ALMEIDAVP RESIDENTIAL MORTGAGE ORIGINATIONS MANAGER

ROSS SILVAAVP BUS DEV/REGIONAL LOAN OFFICER

LORI JORDANSVP DIRECTOR OF PEOPLE & TALENT MGMT

LEONARDA CONTIAVP MORTGAGE LOAN OFFICER

GARY E FURTADODIRECTOR

JAMES K SALOMEDIRECTOR

PAUL BEAUDOINDIRECTOR

JOSEPH BERETTADIRECTOR/CHAIRMAN

MICHAEL RYANDIRECTOR

PETER BAZIOTISDIRECTOR

CATHERINE PARENTEDIRECTOR

ROLAND R LACHAPELLEDIRECTOR/VICE CHAIRMAN

ROBERT MURRAYDIRECTOR

ANN M KASHMANIANDIRECTOR/SECRETARY

About this charity

Recognized since
January 1984
Location
1005 DOUGLAS PIKE, SMITHFIELD, RI 02917-1206
County
Providence
In care of
JASON M JOLIN
Primary officer
JASON M JOLIN, EVP/CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
WOLF & COMPANY PC
NTEE classification
Credit Unions (W61)
IRS tax category
Credit Unions
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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