AUMdb

Vizo Financial Corporate Credit Union

EIN 561295697 · 501(c)(14) · Public charity · Middletown, PA · recognized 1969

Assets
$6.0B
Revenue
$343M
Expenses
$310M
Investment income
$324M

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
Jack Henry Ebp processing partner $1,601,453
Expedient Off site data center $1,293,115
Cu Answers Core data processor partner $1,184,185
Aptys Fintech payment provider $627,971
Moody Analytics Inc Alm solution platform $609,964

Officers & directors

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

Name Title Compensation Other
Jeffrey Stoner Svp/chief strategy & technology officer $778,996 $68,431
Rodney May Svp/chief engagement officer $708,619 $66,062
Lori Gall Svp/chief risk officer $681,557 $52,646
Joseph Bertotto Svp/chief culture officer $603,105 $49,475
Janice Appleby Svp/chief human resources $585,023 $37,218
Fred Eisel President/ceo $550,991 $56,277
Timothy J Sustak Svp/chief treasury officer $544,979 $59,325
Mark Brown Svp/chief financial officer $410,293 $149,191
Scott Wood Svp/chief investment officer $291,524 $64,346
David Brehmer President/ceo (retired 01/05/24) $218,678 $15,668
Jerry King Director $0 $0
Mark Volponi Director $0 $0
Scott Weaver Director $0 $0
Paul Hughes Director $0 $0
Derek Fuzzell Board secretary $0 $0
Daniel Berry Board vice chairperson $0 $0
Genice Decorte Board treasurer $0 $0
Jeff Chelius Board chairperson $0 $0
Scott Woods Director $0 $0