CREDIT UNIONS IN THE STATE OF WASHINGTON PEAK CREDIT UNION Charity Report

Public IRS 990 nonprofit record

CREDIT UNIONS IN THE STATE OF WASHINGTON PEAK CREDIT UNION

EIN 91-0440744 · Arts, Culture & Humanities (A)

What they do

INVEST IN PEOPLE, CHAMPION SUCCESS. WE BUILD COMMUNITIES WHERE ALL FEEL FINANCIALLY SECURE and EMPOWERED to REACH THEIR DREAMS.

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 leaders42 people are listed in the latest report.

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

Money made simple

$91.76spent for every $100 of revenueRevenue covered expenses this year.

$14.60in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
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 $5,963,566 for JEFF KENNEDY (CEO/TREASURER). 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$318,637,000

Expenses$292,369,538

Annual surplus $26,267,462 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$318,637,000

Expenses$292,369,538

Assets$4,269,782,992

Income$318,713,080

Grants given$3,538,243

Average grant$25,639

Stocks and bonds$349,985,694

Accounting fees$336,654

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

JEFF KENNEDYCEO/TREASURER · 40 hrs/week $5,963,566Base $5,897,502 · Other $66,064

JOHN IGLESIASPRESIDENT · 40 hrs/week $3,284,001Base $3,225,161 · Other $58,840

AARON PALMERCHIEF REVENUE OFFICER · 40 hrs/week $668,389Base $609,568 · Other $58,821

KIMBERLY STEEPYCHIEF FINANCIAL OFFICER · 40 hrs/week $502,204Base $437,430 · Other $64,774

CHERYL CROWCHIEF REVENUE OFFICER · 40 hrs/week $477,922Base $418,611 · Other $59,311

KENNETH MYHRACHIEF DIGITAL & PAYMENTS OFFICER · 40 hrs/week $456,994Base $395,075 · Other $61,919

ALAN PITCHERCHIEF INFORMATION OFFICER · 40 hrs/week $446,655Base $403,282 · Other $43,373

TAMMY TEETERCHIEF ADMINISTRATIVE OFFICER · 40 hrs/week $430,535Base $366,994 · Other $63,541

JEFFREY YODERCHIEF ACCOUNTING OFFICER · 40 hrs/week $422,969Base $366,759 · Other $56,210

KENNETH KENDO SANTOSCHIEF RISK OFFICER · 40 hrs/week $415,381Base $364,325 · Other $51,056

RACARDO MCLAUGHLINVP OF MORTGAGE LENDING · 40 hrs/week $359,680Base $300,361 · Other $59,319

DEBRA GILDNERVP OF ACCOUNTING & FINANCE · 40 hrs/week $349,408Base $288,047 · Other $61,361

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 (42)

JEFF KENNEDYCEO/TREASURER

JOHN IGLESIASPRESIDENT

AARON PALMERCHIEF REVENUE OFFICER

KIMBERLY STEEPYCHIEF FINANCIAL OFFICER

CHERYL CROWCHIEF REVENUE OFFICER

KENNETH MYHRACHIEF DIGITAL & PAYMENTS OFFICER

ALAN PITCHERCHIEF INFORMATION OFFICER

TAMMY TEETERCHIEF ADMINISTRATIVE OFFICER

JEFFREY YODERCHIEF ACCOUNTING OFFICER

KENNETH KENDO SANTOSCHIEF RISK OFFICER

RACARDO MCLAUGHLINVP OF MORTGAGE LENDING

DEBRA GILDNERVP OF ACCOUNTING & FINANCE

PATRICE KRUGERVP OF CHANNEL SERVICES

KATE LANGESENIOR INVESTMENT SERVICES ADVISOR

TERRY HAGIOVP OF TECHNOLOGY SERVICES & SOLUTIONS

KYNDAL HARRISCHIEF EXPERIENCE OFFICER

GEORGE WILLIAMSVP OF TECH OPERATIONS & INFORMATION SECURITY

MATTHEW WADEVP OF RESIDENTIAL LENDING

TODD DIETMEYERSENIOR INVESTMENT SERVICES ADVISOR

CASEY RIESVP OF INTERNAL AUDIT

CANDICE INSKEEPDIRECTOR OF BUSINESS SERVICES

JENNIFER ADAMSVP OF PEOPLE & CULTURE

LOREN CAMPFINANCIAL ADVISOR

SHERWIN WRAYVP OF INVESTMENT SERVICES

DIANE SOKOLIKVP OF CONSUMER LENDING

LAURIE KRESLVP OF MARKETING

JAMIE MULLENIXVP OF ORGANIZATIONAL DEVELOPMENT

MICHELLE LYNNVP OF RISK MANAGEMENT

JENA MILLERDIRECTOR

THOMAS PETTUS-CZARCHAIR (EFFECTIVE 3/27/2024)

DAVID RAINWATERCHAIR (UNTIL 3/27/2024)

JON RUIZAT LARGE

RON HASTIEVICE CHAIR (UNTIL 3/27/2024)

KIM MARTINVICE CHAIR (EFFECTIVE 3/27/2024)

DONNA FELICIANODIRECTOR

MARK NEARYSECRETARY (EFFECTIVE 3/27/2024)

BRIAN HURLEYDIRECTOR

BARBARA BLACKMOREDIRECTOR

BRAD ANDERSONDIRECTOR

DARCY PHILLIPSDIRECTOR (EFFECTIVE 6/26/2024)

RICHARD LEUNGDIRECTOR

GAYLA GJERTSENDIRECTOR

About this charity

Recognized since: January 1954
Location: PO BOX 718, OLYMPIA, WA 98507-0700
County: Thurston
In care of: % TWIN
Primary officer: KIMBERLY STEEPY, CFO

How to reach them

WebsiteVisit the charity’s website Phone(800) 258-3115

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Arts, Culture & Humanities (A)
IRS tax category: Arts, Culture & Humanities
Grant-giving organization: Yes