NonprofitsAddition Financial Credit Union

Public & Societal Benefit

Addition Financial Credit Union

LAKE MARY, FL

Total revenue

$172.6M

Total expenses

$155.3M

Net assets

$226.5M

Grants received

$14K

1 grants

EIN

590678236

Tax year

2024

Mission

Addition financial credit union is committed to helping members achieve their money management goals.

Programs

1 program

Provide 87,349 loans including mortgages, business, home equity, credit cards, share secured, vehicle, and line of credit loans with aggregate loan balances that approximated $1,850,385,000 as of december 31, 2024.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$144.9M
Investment income$27.6M
Other revenue
Total revenue$172.6M

Expenses

Grants paid$423K
Salaries & benefits$45.7M
Fundraising
Other expenses$109.1M
Total expenses$155.3M
Total assets$2.7B
Net assets$226.5M

People

21 listed

NameRoleCompensation

KEVIN MILLER

PRESIDENT/CEO

Board

$1000K

40 hrs/wk

KEVIN DOUGHERTY

CHIEF OPERATING OFFICER

Board

$497K

40 hrs/wk

QING LU

CHIEF FINANCIAL OFFICER

Board

$421K

40 hrs/wk

GABRIELA ORTIGONI

BOARD MEMBER

Board

$8K

10 hrs/wk

JANET BUSH

BOARD MEMBER

Board

$6K

10 hrs/wk

RICHARD COLLINS

BOARD CHAIRPERSON

Board

$4K

10 hrs/wk

KIMBERLY MARTEN

BOARD MEMBER

Board

$831

10 hrs/wk

JUDITH PADRES

BOARD MEMBER

Board

$792

10 hrs/wk

NAVAL MODANI

BOARD TREASURER

Board

10 hrs/wk

CARY DORTONA

BOARD MEMBER

Board

10 hrs/wk

RONALD PERSON

BOARD SECRETARY

Board

10 hrs/wk

DALE KELLY

BOARD VICE CHAIRPERSON

Board

10 hrs/wk

KEVIN WRIGHT

CHIEF INFORMATION OFFICER

Staff

$426K

40 hrs/wk

SAM NELSON

CHIEF ADMINISTRATIVE OFFICER

Staff

$424K

40 hrs/wk

MIRIAM MITCHELL

CHIEF LENDING OFFICER

Staff

$344K

40 hrs/wk

NORA RODRIGUEZ PATTERSON

CHIEF COMMUNICATIONS OFFICER

Staff

$301K

40 hrs/wk

SHIRLEY SHOEMAKER

SVP BRANCH OPERATIONS

Staff

$230K

40 hrs/wk

JOSEPH MACLAREN

ASSISTANT GENERAL COUNSEL

Staff

$227K

40 hrs/wk

ALEX DEJESUS

SVP MEMBER EXPERIENCE

Staff

$200K

40 hrs/wk

JASON HANSEN

VP MARKETING

Staff

$187K

40 hrs/wk

MATTHEW WALSH

VP INFORMATION TECHNOLOGY

Staff

$187K

40 hrs/wk

Independent contractors

SEIBOLD SECURITY OF FLORIDA INC

SECURITY EQUIPMENT

$980K

LANVERA LTD

DATA PROCESSING

$826K

CDW LLC

DATA PROCESSING

$760K

JACK HENRY & ASSOCIATES INC

DATA PROCESSING

$698K

MERIDIANLINK INC

LENDING SOFTWARE SERVICE

$692K

Grants received

Showing 1 of 1

FromAmountPurposeYear
$14K
COMMUNITY SUPPORT
2020

Funded by

$14K from 1 funder · 1 grant · 2020

Details

EIN590678236
NTEE codeW61
Subsection14
Ruling date2022-10
Formed1937
Employees734
Volunteers12
ADDITION FINANCIAL CREDIT UNION — Mission, Financials & Grants Received | Grantivo