AUMdb

Credit Unions Chartered In The State Of Michigan

EIN 381628275 · 501(c)(14) · Public charity · Farmingtn Hls, MI · recognized 1956

Assets
$627M
Revenue
$43.6M
Expenses
$33.4M
Investment income
$6.1M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Mcqueen Financial Advisors Ii, Inc. CRD 109325 fuzzy_auto · 98% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Mdt Technology services $1,114,570
Dolphin Debit Access Atm management $433,219
Alkami Technology Digital banking $400,049
Cornelius Systems Banking equipment and service $172,654
Mcqueen Financial Advisors Investment/alm advising $138,079

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Robert Grech President/ceo $446,760 $204,506
Daniel Davidson Evp/coo $373,806 $132,577
Randall Richmond Clo $215,483 $166,986
Cheryl Mallard Cto $206,173 $122,051
Thomas C Leduc General council $155,367 $8,468
Cheryl Allmacher Vp digital transformation $143,799 $28,946
Keith Burke Vp-marketing $142,380 $33,863
Adam Tonge Vp-retail $142,071 $16,565
Catherine Morey Vp-risk management $140,497 $46,359
Michelle Lemieux Associate director $0 $0
Veronica North Director $0 $0
Mike Opatik Director $0 $0
Mark Valerius Director $0 $0
Phillip Morey Treasurer $0 $0
Richard Saad Secretary $0 $0
Kurt Godfrey Vice chairperson $0 $0
Joe Valentic Chairperson $0 $0