AUMdb

Trumark Financial Credit Union

EIN 231357086 · 501(c)(14) · Public charity · Ft Washington, PA · recognized 1945

Assets
$3.4B
Revenue
$198M
Expenses
$179M
Investment income
$23.2M

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
Pscu Financial Services Credit card network $5,003,633
Cdw Direct It hardware and software $1,851,049
Visa Usa Inc Credit card services $1,773,939
Ncr Digital Banking Online bank software $1,574,209
Jack & Henry Associates Inc Bank software $1,114,466

Officers & directors

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

Name Title Compensation Other
Kelly M Botti Ceo $1,439,582 $58,818
Vincent J Market Evp $1,023,427 $181,762
Daniel Brewin Evp $479,109 $59,610
Tuan Le Avp $428,612 $18,441
Steven Olson Evp $412,425 $26,947
Karen Sweeney Evp $399,310 $31,472
Marianne E Drumm Evp $359,715 $24,522
Dana Brown Evp $356,489 $21,588
Patrick O'halloran Evp $342,682 $60,214
Gerry Devita 1st vp $284,281 $31,070
Steven Ross Avp $278,993 $32,869
Suzanne Tomassian 1st vp $275,654 $30,742
Wolfgang Hein Avp $236,366 $11,800
Wayne J Goodwin Treasurer $47,414 $80
Suzette E Adams Director $47,393 $0
James P Debow Vice president $43,199 $159
Kathleen L Wells Director $39,795 $0
R Terence Brunt Secretary $37,506 $80
David A Rufibach Director $34,864 $0
Joseph J Bily Director $33,040 $0
Richard F Stipa Assoc. director (non voting) $32,623 $159
William J Donehower Director (beginning 07/2024) $31,608 $0
Daniel L Dillard Director $31,096 $0
Hugh T Bray Director $30,000 $0
Leonard V Doughty Iii President $28,471 $80
Joseph J Ciaranca Director (ending 4/2024) $6,000 $0