EIN 23-1357086

Trumark Financial Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
476
Year formed
1939
Most recent tax filings
2022-12-01
Description
Trumark Financial Credit Union promotes thrift among its members, creates a source of credit at reasonable rates of interest, provides an opportunity for members to utilize financial services and is located in Fort Washington, PA.
Related structure
Trumark Financial Credit Union is child organization, under the parent exemption from Credit Unions Chartered in the State of Pennsylvania.
Total revenues
$116,734,544
2022
Total expenses
$96,822,464
2022
Total assets
$2,953,253,362
2022
Num. employees
476
2022

Program areas at Trumark Financial Credit Union

Credit unions are cooperative savings and Credit associations incorporated for the purpose of promoting thrift among its members, creating a source of Credit for such members at reasonable rates of interest and providing an opportunity for its members to use and control their own money on a democratic basis in order to improve their economic and social conditions. The Credit Union serves approximately 138,000 members within its field of membership as defined by the Credit Union's charter and bylaws.

Grants made by Trumark Financial Credit Union

GranteeGrant descriptionAmount
The Philadelphia Foundation (PF)To Promote Financial Literacy$58,551

Personnel at Trumark Financial Credit Union

NameTitleCompensation
Kelly M BottiChief Executive Officer / Senior Vice President$553,753
Richard F. StipaAssociate Director / Chief Executive Officer$16,329
Vincent MarketExecutive Vice President and Chief Financial Officer$783,532
Benjamin FettermanFirst Vice President$207,781
Elizabeth KaspernSenior Vice President$353,106
...and 6 more key personnel

Financials for Trumark Financial Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$88,982,909
Investment income and dividends$14,939,558
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$108,381
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$12,703,696
Total revenues$116,734,544

Form 990s for Trumark Financial Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990View PDF
2021-122022-11-14990View PDF
2020-122022-02-15990View PDF
2018-122020-01-28990View PDF
2017-122019-02-21990View PDF
...and 9 more Form 990s

Organizations like Trumark Financial Credit Union

OrganizationLocationRevenue
Pennsylvania State Employees Credit Union (PSECU)Harrisburg, PA$356,564,660
Michigan Educational Credit Union (MECU)Plymouth, MI$30,107,433
Latino Community Credit UnionDurham, NC$57,822,762
Gesa Credit UnionRichland, WA$219,180,132
OneAz Credit Union (OneAZ)Phoenix, AZ$127,189,432
Guardian Credit UnionMontgomery, AL$62,110,372
Westerra Credit Union - 20 Westerra Credit UnionDenver, CO$72,674,242
Summit Credit UnionMadison, WI$231,091,693
Georgia United Credit UnionDuluth, GA$92,912,725
University Credit UnionLos Angeles, CA$44,807,900
Data update history
January 24, 2024
Updated personnel
Identified 1 new personnel
January 23, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 3, 2024
Used new vendors
Identified 2 new vendors, including , and
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
335 Commerce Dr
Fort Washington, PA 19034
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
Montgomery County, PA
Website URL
trumarkonline.org/ 
Phone
(215) 953-5300
IRS details
EIN
23-1357086
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1939
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
W60: Financial Institutions, Credit Unions
NAICS code, primary
522130: Credit Unions
Parent/child status
Child within group exemption
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