AUMdb

Credit Unions In The State Of Arizona

EIN 860133773 · 501(c)(14) · Public charity · Tempe, AZ · recognized 1970

Assets
$243M
Revenue
$14.5M
Expenses
$12.0M
Investment income
$2.5M

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 Data processing $482,212
Allied Solutions Collateral protect $575,979
Aetna Health insurance $658,065
Protective Mechanical ins $127,174
Direct Digital Stmt mailing serv $124,490

Officers & directors

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

Name Title Compensation Other
Brian Lee Presidentceo $258,075 $58,072
Richard Landis Wealth management advisor $202,835 $5,071
Cecilia Ashe Interim ceo $151,976 $3,800
William Conti Vpchief lending officer $150,682 $24,820
Adrianne Rexius Vpchief human resources officer $136,530 $31,458
Nettie Duarte Mayo Chief financial officer $117,029 $22,558
Rachel Causley Chief information officer $109,639 $23,925
Karen Barton Vpchief administrative officer $94,095 $20,114
William Hegebush Board chairperson $3,850 $0
Carol Polcyn Board vice chairperson $2,200 $0
Eric Emmert Board chairperson $2,200 $0
Barbara Lloyd Board director $2,200 $0
William Honaker Board secretary $1,800 $0
Taylor Pineda Board treasurer $1,800 $0
Jenny Poon Board member $1,600 $0
Robert Lizardi Board member $300 $0
Allison Ewers Board member $0 $0
Corey Woods Board vice chairperson $0 $0