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DIAMOND CREDIT UNION

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Public IRS 990 nonprofit record

DIAMOND CREDIT UNION

EIN 23-1320654

What they do

THE PURPOSE of THIS CREDIT UNION is to PROMOTE THRIFT AMONG ITS MEMBERS BY AFFORDING THEM AN OPPORTUNITY to ACCUMULATE THEIR SAVINGS, and to CREATE for THEM A SOURCE of CREDIT for PROVIDENT or PRODUCTIVE PURPOSES.

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 leaders18 people are listed in the latest report.

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

Money made simple

$89.82spent for every $100 of revenueRevenue covered expenses this year.
$17.33in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  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 $1,047,287 for LORI LEVENGOOD (EVP/CLO). 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$67,968,143
Expenses$61,046,829
Annual surplus $6,921,314 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$67,968,143
Expenses$61,046,829
Assets$1,058,174,168
Grants given$51,291
Average grant$17,097
Accounting fees$61,860
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
LORI LEVENGOODEVP/CLO · 45 hrs/week $1,047,287Base $510,410 · Other $536,877
RICK PATELPRESIDENT/CEO · 50 hrs/week $1,046,917Base $965,491 · Other $81,426
TODD ROTHENBERGERSVP/CHIEF MARKETING OFFICER · 45 hrs/week $1,046,890Base $503,125 · Other $543,765
ADAM HARTZELLFINANCIAL ADVISOR · 45 hrs/week $515,094Base $463,171 · Other $51,923
BARBARA MITCHELLSVP/CFO · 45 hrs/week $353,471Base $278,933 · Other $74,538
JAMES DALY IIISVP/CIO · 45 hrs/week $350,040Base $299,231 · Other $50,809
JENNIFER MCKEESVP/COO AND IN-HOUSE LEGAL · 45 hrs/week $321,536Base $274,324 · Other $47,212
STEVE MARLEYCHIEF BUSINESS OFFICER · 45 hrs/week $313,191Base $273,981 · Other $39,210

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 (18)

LORI LEVENGOODEVP/CLO

RICK PATELPRESIDENT/CEO

TODD ROTHENBERGERSVP/CHIEF MARKETING OFFICER

ADAM HARTZELLFINANCIAL ADVISOR

BARBARA MITCHELLSVP/CFO

JAMES DALY IIISVP/CIO

JENNIFER MCKEESVP/COO AND IN-HOUSE LEGAL

STEVE MARLEYCHIEF BUSINESS OFFICER

DAVID L LEKITESBOARD MEMBER (ENDED 8/7/24)

DR CHARLES BARBERABOARD MEMBER (BEGAN 9/24/24)

EUGENE F CARTER JRVICE CHAIRMEN

GARY W YOSTTREASURER

CAMERON MARTINBOARD MEMBER

MARCIA J LEVENGOODSECRETARY

MARK V WALLACEBOARD MEMBER

PATRICK M AUSTINCHAIRMAN

ROBERT TOMASCIKBOARD MEMBER

SANDI M CHIEFFOBOARD MEMBER

About this charity

Location
1600 MEDICAL DRIVE, POTTSTOWN, PA 19464
County
Montgomery
In care of
RICK PATEL
Primary officer
RICK PATEL, PRESIDENT/CEO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
RKL LLP
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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