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VIZO FINANCIAL CORPORATE CREDIT UNION

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Public IRS 990 nonprofit record

VIZO FINANCIAL CORPORATE CREDIT UNION

EIN 56-1295697 · Mutual & Membership Benefit (Y)

What they do

VIZO FINANCIAL is THE CREDIT UNIONS CREDIT UNION OFFERING LIQUIDITY SERVICES, INVESTMENT SOLUTIONS and PAYMENT SERVICES.

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 leaders19 people are listed in the latest report.

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

Money made simple

$90.33spent for every $100 of revenueRevenue covered expenses this year.
$19.53in 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 $847,427 for JEFFREY STONER (SVP/CHIEF STRATEGY & TECHNOLOGY OFFICER). 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$342,674,561
Expenses$309,550,906
Annual surplus $33,123,655 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$342,674,561
Expenses$309,550,906
Assets$6,045,495,809
Income$342,674,561
Grants given$487,045
Average grant$21,176
Stocks and bonds$3,006,721,490
Accounting fees$320,264
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
JEFFREY STONERSVP/CHIEF STRATEGY & TECHNOLOGY OFFICER · 40 hrs/week $847,427Base $778,996 · Other $68,431
RODNEY MAYSVP/CHIEF ENGAGEMENT OFFICER · 40 hrs/week $774,681Base $708,619 · Other $66,062
LORI GALLSVP/CHIEF RISK OFFICER · 40 hrs/week $734,203Base $681,557 · Other $52,646
JOSEPH BERTOTTOSVP/CHIEF CULTURE OFFICER · 40 hrs/week $652,580Base $603,105 · Other $49,475
JANICE APPLEBYSVP/CHIEF HUMAN RESOURCES · 40 hrs/week $622,241Base $585,023 · Other $37,218
FRED EISELPRESIDENT/CEO · 40 hrs/week $607,268Base $550,991 · Other $56,277
TIMOTHY J SUSTAKSVP/CHIEF TREASURY OFFICER · 40 hrs/week $604,304Base $544,979 · Other $59,325
MARK BROWNSVP/CHIEF FINANCIAL OFFICER · 40 hrs/week $559,484Base $410,293 · Other $149,191
SCOTT WOODSVP/CHIEF INVESTMENT OFFICER · 40 hrs/week $355,870Base $291,524 · Other $64,346
DAVID BREHMERPRESIDENT/CEO (RETIRED 01/05/24) · 40 hrs/week $234,346Base $218,678 · Other $15,668

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 (19)

JEFFREY STONERSVP/CHIEF STRATEGY & TECHNOLOGY OFFICER

RODNEY MAYSVP/CHIEF ENGAGEMENT OFFICER

LORI GALLSVP/CHIEF RISK OFFICER

JOSEPH BERTOTTOSVP/CHIEF CULTURE OFFICER

JANICE APPLEBYSVP/CHIEF HUMAN RESOURCES

FRED EISELPRESIDENT/CEO

TIMOTHY J SUSTAKSVP/CHIEF TREASURY OFFICER

MARK BROWNSVP/CHIEF FINANCIAL OFFICER

SCOTT WOODSVP/CHIEF INVESTMENT OFFICER

DAVID BREHMERPRESIDENT/CEO (RETIRED 01/05/24)

JEFF CHELIUSBOARD CHAIRPERSON

JERRY KINGDIRECTOR

GENICE DECORTEBOARD TREASURER

DEREK FUZZELLBOARD SECRETARY

MARK VOLPONIDIRECTOR

PAUL HUGHESDIRECTOR

SCOTT WEAVERDIRECTOR

SCOTT WOODSDIRECTOR

DANIEL BERRYBOARD VICE CHAIRPERSON

About this charity

Recognized since
January 1969
Location
1201 FULLING MILL RD, MIDDLETOWN, PA 17057-3111
County
Guilford
In care of
MARK BROWN
Primary officer
MARK BROWN, SVP/CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
DOEREN MAYHEW
NTEE classification
Mutual & Membership Benefit (Y)
IRS tax category
Mutual & Membership Benefit
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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