First Credit Union
First Credit Union's network
7 people1 organisationi7 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Caryn Horvitz-Strauss Chair | Board Chair | 2019 | 7 yrs |
| Barry Schlegel | Director | 2018 | 8 yrs |
| BEN TAN | Treasurer | 2018 | 8 yrs |
| Jay Curtis | President/CEO/Board Member | 2018 | 8 yrs |
| Kenneth Mullins | Company secretary | 2018 | 8 yrs |
| Russ Puckett | Vice Chair | 2018 | 8 yrs |
| William Jimro | Director | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
13 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Benjamin Ricks | VP/It | since 2018 |
| Chantel Campbell | VP/Finance | since 2018 |
| Douglas Alldredge | CFO | since 2018 |
| Heidi Kim | SVP/Operations | since 2018 |
| Jonathon McMullin | It Manager | since 2018 |
| Kristin Parker | VP/Credit Administration | since 2022 |
| Leticia Kaufman | Director of Credit Management | 2024 |
| Lisa Peters | VP/Compliance & Risk | since 2020 |
| Lori Gallegos | EVP/COO | since 2018 |
| Robert Gage | It Manager | 2024 |
| Scot Gilbreath | VP/Re Lending | since 2018 |
| Thomas Gessel | Cno | since 2018 |
| Thomas Wasson | Clo (Thru 4/26/2023) | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jay Curtis | President/CEO/Board Member | 40 | $887k | $67k | |
| Douglas Alldredge | CFO | 40 | $458k | $70k | |
| Heidi Kim | Cxo | 40 | $410k | $72k | |
| Thomas Gessel | Cno | 40 | $340k | $64k | |
| Lori Gallegos | Former EVP (Thru 3/31/2023) | 0 | $245k | $41k | |
| Benjamin Ricks | VP/It | 40 | $200k | $49k | |
| Scot Gilbreath | VP/Re Lending | 40 | $185k | $41k | |
| Lisa Peters | VP/Compliance & Risk | 40 | $155k | $30k | |
| Chantel Campbell | VP/Finance | 40 | $150k | $47k | |
| Kristin Parker | VP/Credit Administration | 40 | $146k | $38k | |
| Leticia Kaufman | Director of Credit Management | 40 | $120k | $8k | |
| Robert Gage | It Manager | 40 | $117k | $23k | |
| Caryn Horvitz-Strauss | Board Chair | 1 | $0 | ||
| Russ Puckett | Vice Chair | 1 | $0 | ||
| Ben Tan | Treasurer | 1 | $0 | ||
| Kenneth Mullins | Secretary | 1 | $0 | ||
| William Jimro | Director | 1 | $0 | ||
| Barry Schlegel | Director | 1 | $0 |
About
- Legal name
- First Credit Union
- EIN
- 860100904
- Address
- 25 S Arizona Pl Ste 111, Chandler, AZ, 85225-5537
- State
- Arizona
- Mission
- Non-profit cooperative that provides banking and other financial services to its members. (as filed on the Form 990)
- IRS classification
- 501(c)14 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1929
- Principal officer
- Jay Curtis (as named on the Form 990)
- IRS ruling date
- 1 October 1970
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥8years on the filingsBarry Schlegel
≥8years on the filingsBEN TAN
≥8years on the filingsJay Curtis
≥8years on the filingsKenneth Mullins
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $735.1m
- Total liabilities
- $679.3m
- Net assets or fund balances
- $55.8m
- Contributions and grants received
- $0
- Program service revenue
- $31.7m
- Grants and similar paid out
- $68k
- Employees
- 192
- Volunteers
- 10
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $50.4m | $42.7m | $7.7m |
As filed on the IRS Form 990. US dollars.
Grants paid
4 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Children's Miracle Network | Unrestricted | $10k |
| City of Chandler Ostrich Festival | Unrestricted | $7k |
| Ican | Unrestricted | $6k |
| Arizona Food Bank Network | Unrestricted | $5k |