NonprofitsValley Financial Credit Union

Public & Societal Benefit

Valley Financial Credit Union

BILLINGS, MT

Total revenue

$33.0M

Total expenses

$27.8M

Net assets

$57.7M

Grants received

EIN

810247124

Tax year

2024

Mission

Building relationships with people in our communities and uniting with them to achieve their dreams.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$30.0M
Investment income$2.6M
Other revenue$303K
Total revenue$33.0M

Expenses

Grants paid
Salaries & benefits$9.9M
Fundraising
Other expenses$11.0M
Total expenses$27.8M
Total assets$511.1M
Net assets$57.7M

People

18 listed

NameRoleCompensation

CASEY KLEIN

CHIEF EXECUTIVE OFFICER

Board

$387K

40 hrs/wk

SCOTT KANNING

CHIEF FINANCIAL OFFICER

Board

$185K

40 hrs/wk

LISA HUERTAS

DIRECTOR

Board

1 hrs/wk

GABRIEL BRIANO

DIRECTOR/INCOMING BOARD CHAIRPERSON

Board

1 hrs/wk

JORDAN FRICKLE

TREASURER

Board

1 hrs/wk

ANN ADAIR

SECRETARY

Board

1 hrs/wk

WES OJA

VICE CHAIRMAN/CHAIRPERSON

Board

1 hrs/wk

ZAC ROHRER

DIRECTOR

Board

1 hrs/wk

REG GIBBS

BOARD CHAIRPERSON-OUTGOING

Board

1 hrs/wk

BRAD NEILSON

DIRECTOR

Board

1 hrs/wk

JESSICA HAYNES

MORTGAGE LOAN ORIGINATOR

Staff

$190K

40 hrs/wk

ALAN VOGT

SR VP COMMERCIAL SERVICES

Staff

$185K

40 hrs/wk

CHRISTOPHER LORASH

SR VP OF MORTGAGE AND CONS

Staff

$171K

40 hrs/wk

KINDRA MCMULLIN

CHIEF OPERATIONS OFFICER

Staff

$144K

40 hrs/wk

JOSEPH OLIVO

VP OF MEMBER EXPERIENCE

Staff

$135K

40 hrs/wk

JACQUELINE HELMAN

MORTGAGE LOAN ORIGINATOR

Staff

$135K

40 hrs/wk

BRANDON SCALA

SR VP OF BUSINESS DEVELOPM

Staff

$121K

40 hrs/wk

DEBY MURCH

VP OF HR/ADMIN

Staff

$121K

40 hrs/wk

Independent contractors

FISERV

PROCESSING SERVICES

$2.5M

A D CREATIVE GROUP

ADVERTISING

$549K

SAMAHA & ASSOCIATES INC

CONSULTING SERVICES

$197K

STRATEGIC RESOURCE MANAGEMENT

CONSULTING SERVICES

$173K

TW CLARK & RIDLEY CONSTRUCTION

CONSTRUCTION SERVICES

$161K

Details

EIN810247124
NTEE codeW61
Subsection14
Ruling date2018-10
Formed1949
Employees155
Volunteers15
VALLEY FINANCIAL CREDIT UNION — Mission, Financials & Grants Received | Grantivo