Diamond Credit Union
EIN 231320654 · Public charity · Pottstown, PA
- Assets
- $1.1B
- Revenue
- $68.0M
- Expenses
- $61.0M
- Investment income
- $10.7M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Jersey It Solutions Llc | Software and hardware | $193,309 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Rick Patel | President/ceo | $965,491 | $81,426 |
| Lori Levengood | Evp/clo | $510,410 | $536,877 |
| Todd Rothenberger | Svp/chief marketing officer | $503,125 | $543,765 |
| Adam Hartzell | Financial advisor | $463,171 | $51,923 |
| James Daly Iii | Svp/cio | $299,231 | $50,809 |
| Barbara Mitchell | Svp/cfo | $278,933 | $74,538 |
| Jennifer Mckee | Svp/coo and in-house legal | $274,324 | $47,212 |
| Steve Marley | Chief business officer | $273,981 | $39,210 |
| Dr Charles Barbera | Board member (began 9/24/24) | $0 | $0 |
| Cameron Martin | Board member | $0 | $0 |
| Mark V Wallace | Board member | $0 | $0 |
| David L Lekites | Board member (ended 8/7/24) | $0 | $0 |
| Sandi M Chieffo | Board member | $0 | $0 |
| Robert Tomascik | Board member | $0 | $0 |
| Marcia J Levengood | Secretary | $0 | $0 |
| Gary W Yost | Treasurer | $0 | $0 |
| Eugene F Carter Jr | Vice chairmen | $0 | $0 |
| Patrick M Austin | Chairman | $0 | $0 |