NonprofitsAdvantis Credit Union

Advantis Credit Union

OREGON CITY, OR

Total revenue

$106.1M

Total expenses

$108.6M

Net assets

Grants received

EIN

930251640

Tax year

2024

Mission

Providing financial services to members.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$84.1M
Investment income$22.0M
Other revenue
Total revenue$106.1M

Expenses

Grants paid$302K
Salaries & benefits$37.2M
Fundraising
Other expenses$71.0M
Total expenses$108.6M
Total assets
Net assets

People

33 listed

NameRoleCompensation

JASON WERTS

PRESIDENT/CEO

Board

$591K

40 hrs/wk

GREG SPEAR

SVP/CHIEF FINANCIAL OFFICER

Board

$461K

40 hrs/wk

KELI MYERS

SVP/CHIEF OPERATING OFFICER

Board

$337K

40 hrs/wk

CHRISTOPHER GROSHKO

SVP/CHIEF EXPERIENCE OFFICER

Board

$318K

40 hrs/wk

JOHN NICHOLS

SVP OF MARKETING

Board

$230K

40 hrs/wk

JENNIFER MCMURRAY

VP OF STRATEGY & ADVOCACY

Board

$172K

40 hrs/wk

TARUN GUDZ

CHAIR

Board

$19K

2 hrs/wk

FREDERIC DUPEYROUX

DIRECTOR (THRU 10/24)

Board

$16K

2 hrs/wk

AMANDA OWINGS

VICE CHAIR

Board

$16K

2 hrs/wk

BRANDON LEPLEY

AUDIT COMMITTEE MEMBER (THRU 10/24)

Board

$14K

2 hrs/wk

TRACI ROSSI

DIRECTOR, DEI COMMITTEE CHAIR

Board

$14K

2 hrs/wk

TAMMY TESKE

DIRECTOR, GOVERNANCE COMMITTEE CHAIR

Board

$14K

2 hrs/wk

BRYAN SIMS

SECRETARY/TREASURER, RISK & FINANCE COMMITTEE CH

Board

$14K

2 hrs/wk

JAKE JENSEN

DIRECTOR

Board

$13K

2 hrs/wk

KELLAN DAVIS

AUDIT COMMITTEE CHAIR

Board

$12K

2 hrs/wk

WILLIAM KNUTHS

AUDIT COMMITTEE MEMBER

Board

$11K

2 hrs/wk

LIZ SPEER

AUDIT COMMITTEE MEMBER

Board

$11K

2 hrs/wk

ROSS WESCOTT

AUDIT COMMITTEE MEMBER

Board

$11K

2 hrs/wk

RENEE HALPERN

DIRECTOR, NOMINATING COMMITTEE CHAIR (THRU 4/24)

Board

$10K

2 hrs/wk

NATHAN MORALES

ASSOCIATE DIRECTOR

Board

$9K

2 hrs/wk

MONIQUE CLAIBORNE

ASSOCIATE DIRECTOR (THRU 10/24)

Board

$8K

2 hrs/wk

SHARI DUNN

ASSOCIATE DIRECTOR (THRU 10/24)

Board

$4K

2 hrs/wk

PATRICK HAGER

DIRECTOR

Board

2 hrs/wk

KELLY SONFLIETH

VP OF PEOPLE & CULTURE

Staff

$219K

40 hrs/wk

TREVOR HUTCHENS

VP OF LENDING

Staff

$208K

40 hrs/wk

NICOLE WHITE

VP, DIGITAL BANKING & REMOTE CHANNELS

Staff

$172K

40 hrs/wk

MARK HULSEY

VP OF INFORMATION TECHNOLOGY

Staff

$165K

40 hrs/wk

CHRIS CHARLTON

VP/CONTROLLER

Staff

$163K

40 hrs/wk

MARY ELLEN LANZISERA

DIRECTOR OF RISK MANAGEMENT

Staff

$161K

40 hrs/wk

KARI BRIGGS

VP OF OPERATIONS

Staff

$159K

40 hrs/wk

KATHERINE STEVENS

AVP OF MEMBER EXPERIENCE

Staff

$145K

40 hrs/wk

ANDRE WALCOTT

VP OF DEI

Staff

$132K

40 hrs/wk

JOHN LECKEY

DIRECTOR OF COMMERCIAL LENDING

Staff

$131K

40 hrs/wk

Independent contractors

REGENCE GROUP ADMINISTRATORS

HEALTHCARE ADMINISTRATION

$2.8M

CU COOPERATIVE SYSTEMS INC

DEBIT AND CREDT CARD PROCESSING

$2.0M

ALKAMI TECHNOLOGY INC

ONLINE BANKING

$1.6M

VISA USA INC

DEBIT AND CREDIT CARD PROCESSING

$879K

FISERV

CORE PROCESSING

$748K

Details

EIN930251640
Subsection14
Ruling date1944-10
Formed1928
Employees326
Volunteers17
ADVANTIS CREDIT UNION — Mission, Financials & Grants Received | Grantivo