Oneaz Credit Union
Oneaz Credit Union's network
10 people1 organisationi10 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (2) 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
10 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 9 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 |
|---|---|---|---|
| Jon Borge Chair | Chairman | 2018 | 8 yrs |
| ED Sanchez | Director | 2022 | 4 yrs |
| Georganna Meyer | Company secretary | 2018 | 8 yrs |
| Marquetta White | Director | 2018 | 8 yrs |
| Martha Rozen | Director | 2018 | 8 yrs |
| Pearlette Ramos | Vice Chairperson | 2020 | 6 yrs |
| Ray O'Connor | Director | 2018 | 8 yrs |
| Ryan Williams | Treasurer | 2019 | 7 yrs |
| Sam Wheeler | Director | 2018 | 8 yrs |
| T Paul Thomas | Director | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
39 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 |
|---|---|---|
| Alex McElyea | SVP Data Analytics & Product Manager | since 2020 |
| Austin Williams | Mortgage Loan Officer | 2024 |
| Beam Chip Griffith | SVP Retail Sales & Operations | since 2019 |
| Brandon Michaels | CEO/President (Began 5/22/23) | since 2023 |
| Brian Johnson | SVP Business Planning | since 2018 |
| Bryan Nielsen | SVP Support Services | since 2018 |
| Christoper Gray | VP Operations | 2023 |
| Dave Doss | Prior CEO/President | since 2018 |
| David G Sweiderk | EVP COO (Resigned 1/18) | 2018 |
| Deborah Pearson | EVP Strategy & Brand | since 2018 |
| Grace Duval | So Reg President (Resigned 10/18) | 2018 |
| Gregory Russo | Market President | 2024 |
| Ian Wingfield | Digital Banking Vice President | since 2020 |
| James Mathiasch | Mortgage Orgination Prog Director | 2018 |
| Jerame Pearson | Assistant Director Speciality Lending | since 2023 |
| John Schooner | VP Business Efficiency | since 2019 |
| Ken Bauer | SVP Credit Administration | since 2020 |
| Kristen Renee | SVP Revenue Optimization & Market | since 2022 |
| Laura Worzella | EVP COO | since 2018 |
| Lisa Hagins | Regional President | 2022 |
| Liza Buchanan | SVP Marketing Operations | since 2023 |
| Lori Greene | VP Project Management | 2019 |
| Mark Taber | SVP Credit Administration | since 2018 |
| Michael Boden | SVP Controller | since 2018 |
| Michael Emanuelli | EVP Chief Administration Officer | since 2018 |
| Michael Jester | Mortgage Orgination Supervisor | since 2019 |
| Michael Sammons | Wealth Advisor | since 2018 |
| Miguel Maldonado | Regional President | 2022 |
| Osman Zafar Ulhaq | EVP Chief Strategy & Growth Officer | 2024 |
| Randon Cupp | No Reg President (Resigned 10/18) | 2018 |
| Richard K Reedy | EVP Chief Financial Officer | since 2018 |
| Robert Gibboni JR | SVP Risk Management | 2018 |
| Sandeep Uthra | EVP Chief Technology Officer | 2024 |
| Sassan Azhadi | SVP CIO (Thru 6/25/23) | since 2018 |
| Stephen Hodgson | EVP Product & Data Analytics | since 2018 |
| Tammy Paquette | Wealth Advisor | since 2022 |
| Thomas Mitchell | VP Wealth Management | since 2018 |
| Thomas Wilson | SVP Bus Analytics (Resigned 9/18) | 2018 |
| Torrey Jewett | Wealth Advisor | since 2021 |
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 |
|---|---|---|---|---|---|
| Brandon Michaels | CEO/President | 40 | $1m | $347k | |
| Deborah Pearson | EVP Strategy & Brand | 40 | $747k | $8k | |
| Laura Worzella | EVP COO | 40 | $608k | $187k | |
| Michael Boden | EVP CFO | 40 | $594k | $184k | |
| Ken Bauer | EVP Clo | 40 | $522k | $158k | |
| Thomas Mitchell | SVP Wealth Management | 40 | $447k | $47k | |
| Michael Sammons | Wealth Advisor | 40 | $445k | $67k | |
| Osman Zafar Ulhaq | EVP Chief Strategy & Growth Officer | 40 | $421k | $139k | |
| Michael Emanuelli | EVP CAO | 40 | $413k | $1k | |
| Sandeep Uthra | EVP Chief Technology Officer | 40 | $411k | $41k | |
| Tammy Paquette | Wealth Advisor | 40 | $378k | $52k | |
| Beam Chip Griffith | SVP Retail Sales & Operati | 40 | $351k | $76k | |
| Richard K Reedy | CEO/President | 40 | $347k | ||
| Kristen Renee | SVP Revenue Optimization & | 40 | $325k | $60k | |
| Jerame Pearson | Assistant Director Special | 40 | $295k | $31k | |
| Austin Williams | Mortgage Loan Officer | 40 | $272k | $24k | |
| Gregory Russo | Market President | 40 | $268k | $31k | |
| Brian Johnson | SVP Business Planning | 40 | $250k | $77k | |
| Liza Buchanan | SVP Marketing Operations | 40 | $191k | $31k | |
| Jon Borge | Chairman | 2 | $35k | ||
| Ed Sanchez | Director | 2 | $29k | ||
| Georganna Meyer | Secretary | 2 | $29k | ||
| Martha Rozen | Director | 2 | $29k | ||
| Pearlette Ramos | Vice Chairperson | 2 | $29k | ||
| Sam Wheeler | Director | 2 | $28k | ||
| Marquetta White | Director | 2 | $28k | ||
| Ryan Williams | Treasurer | 2 | $28k | ||
| T Paul Thomas | Director | 2 | $18k | ||
| Ray O'connor | Director | 2 | $11k |
About
- Legal name
- Oneaz Credit Union
- EIN
- 860108770
- Address
- 2355 W Pinnacle Peak Rd, Phoenix, AZ, 85027-1261
- State
- Arizona
- Mission
- To provide our member-owners with responsive service, convenient access, consumer education, and value-added financial and related products and services, in a fiscally sound manner. (as filed on the Form 990)
- Activity (NTEE)
- W61 Public and societal benefit
- IRS classification
- 501(c)14 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public & Societal Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 1951
- Principal officer
- Brandon Michaels (as named on the Form 990)
- IRS ruling date
- 1 October 1970
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsJon Borge
≥8years on the filingsGeorganna Meyer
≥8years on the filingsMarquetta White
≥8years on the filingsMartha Rozen
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
- $3.4bn
- Total liabilities
- $3.13bn
- Net assets or fund balances
- $266.5m
- Contributions and grants received
- $0
- Program service revenue
- $162.5m
- Grants and similar paid out
- $915k
- Employees
- 636
- Volunteers
- 12
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 | $198.9m | $166.5m | $32.4m |
As filed on the IRS Form 990. US dollars.
Grants paid
8 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 |
|---|---|---|
| Oneaz Community Foundation | Unrestricted | $392k |
| Filene Research Institute | Unrestricted | $63k |
| Fc Arizona | Unrestricted | $26k |
| Worldwide Foundation for Credit Unions | Unrestricted | $19k |
| State Employee Charitable Campaign | Unrestricted | $12k |
| One Community Foundation | Unrestricted | $10k |
| Empowering Latina Leaders in Arizona - Ella | Unrestricted | $10k |
| Peoria Diamond Club | Unrestricted | $6k |