Credit Unions in the State of Washington
EIN 910557925 · WA · 501(c)14
The organisation
- PO BOX 1595, TACOMA, WA, 98401-1595, WA 98401-1595
- Size band: 9
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Board at a glance
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.
Renewal outlook
High-priority approach observed from annual filings
- Large organisation (revenue $178m) - the scale that runs a formal, external board search.
- The board chair has served at least 7 years (observed across filings) - a chair transition may be approaching.
- 7 of 9 board members have served at least 5 years (observed).
A computed likelihood from the observed filing history and filed revenue. It is not a confirmed vacancy, and this edition never states that a nonprofit is recruiting. "Departures" mean a board member was on the previous filing but not the latest one, which usually means a seat opened but can also mean they were simply not listed that year.
Filed finances
| Tax year | Total revenue | Total expenses |
|---|---|---|
| 2024 | $178.2m | $163.9m |
As filed on the IRS Form 990.
The board (directors and trustees)
| Name | Title as filed | On the filings |
|---|---|---|
| John Bauder Chair | CHAIR | on filings since 2017 (at least 7y) |
| Altaf Merchant | SECRETARY/TREASURER | on filings since 2017 (at least 7y) |
| Barry Wallis | VICE CHAIR | on filings since 2017 (at least 7y) |
| Brenda Goodson-Moore | DIRECTOR | on filings since 2020 (at least 4y) |
| David Wasson | DIRECTOR | on filings since 2017 (at least 7y) |
| Haluk Demirkan | DIRECTOR | on filings since 2017 (at least 7y) |
| James Griggs (also filed as JIM Griggs) | DIRECTOR | on filings since 2018 (at least 6y) |
| Shelley Coleman | DIRECTOR | on filings since 2017 (at least 7y) |
| Terry Pentimonti | DIRECTOR | on filings since 2022 (at least 2y) |
The board is the directors and trustees named in Part VII of the organisation's annual IRS Form 990; officers and senior staff are listed separately below, not counted as board. The IRS files no appointment date, so tenure here is observed from how many years a person appears on the filings - 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.
Source: IRS Tax-Exempt Organization filings and the Exempt Organization Business Master File. US Federal Government public domain. Board history observed across annual filings.
Officers and senior leadership
Named in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
| Name | Title as filed | On the filings |
|---|---|---|
| Andrew Bloom | SBA LOAN OFFICER | since 2022 |
| Anna Albertin | VP/MORTGAGE LENDING | 2019 |
| Anthony Phillips | VP BUSINESS LOAN OFFICER | 2024 |
| Antonio DEL Fierro | SVP/CHIEF TECHNOLOGY OFFICER | since 2017 |
| Benjamin Reed | VP BUSINESS LOAN OFFICER | 2024 |
| Carl Roer Through 817 | SVP/ CHIEF LENDING OFFICER | 2017 |
| Charlene Henson | SVP/CHIEF RETAIL OFFICER | since 2019 |
| Charlotte Shenkel | SVP/ CHIEF BRANCH OFFICER | 2017 |
| Curtis Anderson | VP/BUSINESS LENDING | since 2022 |
| Curtis Anderson Thru 524 | VP/BUSINESS LENDING | 2024 |
| Denise Reagan | EXECUTIVE VICE PRESIDENT (THRU 5/18) | since 2017 |
| Donald Clark JR | PRESIDENT/CEO | since 2017 |
| J Bullock | MORTGAGE LOAN OFFICER | 2020 |
| Jamie Alford | MORTGAGE LOAN OFFICER | 2020 |
| Jason Mcdougal | VP/BUSINESS INTELLIGENCE | since 2019 |
| Kasey Brooks Winkler | BUSINESS LOAN OFFICER | 2022 |
| Kimberly Mapes | SVP/CHIEF EMPLOYEE ENGAGEMENT OFFICER | since 2017 |
| Lyman Williams | SVP/CHIEF LENDING OFFICER | since 2018 |
| Lyman Williams From 817 | SVP/CHIEF LENDING OFFICER | 2017 |
| Matthew Ashton | VP/BUSINESS LENDING | 2017 |
| Nancy Sternitzky | SVP/CHIEF INFORMATION OFFICER | since 2020 |
| Robyn Lachance | SVP/ CHIEF STRATEGY & EXPERIENCE OFFICER | since 2017 |
| Ryan Horan | BUSINESS LOAN OFFICER | since 2018 |
| Ryan Zilker | SVP/CHIEF STRATEGY & MARKETING OFFICER | since 2022 |
| Sandy Lopez | VP/CONTROLLER | 2019 |
| Sarah Meikle | MORTGAGE SALES MANAGER | since 2019 |
| Shelly COX | MORTGAGE LOAN OFFICER | 2020 |
| Stacey Wilkerson | EVP/CHIEF FINANCIAL & RISK OFFICER | 2024 |
| Troy Garry | SVP/CHIEF FINANCIAL OFFICER | since 2017 |
| UWE Goeker | VP/CHANGE MANAGEMENT & ENTERPRISE PROJECTS | since 2022 |
| Wendy Cleveland | SVP/ CHIEF OPERATIONS OFFICER | since 2018 |
| Wendy Cleveland Thru 224 | EVP/CHIEF OPERATIONS OFFICER | 2024 |