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TRANSCEND CREDIT UNION

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Public IRS 990 nonprofit record

TRANSCEND CREDIT UNION

EIN 61-0360420

What they do

THE PURPOSE of THIS CREDIT UNION SHALL BE to PROMOTE THRIFT and to PROVIDE CREDIT for ITS MEMBERS.

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

$86.24spent for every $100 of revenueRevenue covered expenses this year.
$20.33in 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 $1,227,505 for RICHARD REESE (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$30,810,736
Expenses$26,570,337
Annual surplus $4,240,399 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$30,810,736
Expenses$26,570,337
Assets$540,184,102
Stocks and bonds$37,105,973
Accounting fees$87,000
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
RICHARD REESEPRESIDENT/CEO · 40 hrs/week $1,227,505Base $813,887 · Other $413,618
VICKIE SHELLENBERGEXECUTIVE VICE PRESIDENT · 40 hrs/week $432,006Base $344,749 · Other $87,257
BRANDEN BLEDSOESVP/OPERATIONS · 40 hrs/week $302,210Base $263,373 · Other $38,837
MATTHEW LANCASTERVP/FINANCE AND CONTROLLER · 40 hrs/week $253,072Base $217,562 · Other $35,510
MATTHEW HOLBROOKCHIEF LENDING OFFICER · 40 hrs/week $227,377Base $211,983 · Other $15,394
JAMES STOPHERCHIEF RETAIL BANKING OFFICER · 40 hrs/week $190,419Base $166,212 · Other $24,207
CHARLES NEWMANDIRECTOR OF IT · 40 hrs/week $177,628Base $152,375 · Other $25,253
MELISSA ESKEWCHIEF ADMINISTRATION OFFICER · 40 hrs/week $161,878Base $144,128 · Other $17,750
PAULA JACKSONDIRECTOR OF HUMAN RESOURCES · 40 hrs/week $144,299Base $127,948 · Other $16,351

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)

RICHARD REESEPRESIDENT/CEO

VICKIE SHELLENBERGEXECUTIVE VICE PRESIDENT

BRANDEN BLEDSOESVP/OPERATIONS

MATTHEW LANCASTERVP/FINANCE AND CONTROLLER

MATTHEW HOLBROOKCHIEF LENDING OFFICER

JAMES STOPHERCHIEF RETAIL BANKING OFFICER

CHARLES NEWMANDIRECTOR OF IT

MELISSA ESKEWCHIEF ADMINISTRATION OFFICER

PAULA JACKSONDIRECTOR OF HUMAN RESOURCES

JACKIE WHITESECRETARY

KEVIN ROBERTSBOARD MEMBER

MARK BOOKERCHAIR

DOUG OCONNELLBOARD MEMBER

CORA BROWNBOARD MEMBER

RICHARD DOWDELLVICE CHAIR

CINDY HALLBOARD MEMBER

SHERYL DISTLERTREASURER

VANESSA HAULKBOARD MEMBER

About this charity

Location
3740 Bardstown Road, Louisville, KY 40218
County
Jefferson
In care of
MATTHEW LANCASTER
Primary officer
MATTHEW LANCASTER, VP/CFO

How to reach them

Filing and classification

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

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

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