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EIN 59-0729366

Achieva Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
613
City
Dunedin
State
Florida
Year formed
1937
Most recent tax filings
2022-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
Established along Florida’s Suncoast in 1937, Achieva Credit Union provides good banking experiences to people from all walks of life. Unlike a bank, they are not-for-profit, and are owned and operated by the members they serve. That means that they’re accountable to you, not outside shareholders. With 24 branches and over 140,000 members, their field of membership is always growing. Their mission at Achieva Credit Union is to provide financial solutions that help members simplify their lives and achieve their goals.
Related structure
Achieva Credit Union is child organization, under the parent exemption from State Charter Credit Unions in Florida Group Return.
Also known as...
State Chartered Credit Unions in Florida
Total revenues
$100,200,617
2022
Total expenses
$78,930,136
2022
Total assets
$2,666,717,333
2022
Num. employees
613
2022

Program areas at Achieva Credit Union

Credit Union financial services.

Personnel at Achieva Credit Union

NameTitleCompensation
Gary RegoliPresident and Chief Executive Officer$2,537,739
Jennifer GalleyChief Operating Officer / Vice President Project Management$394,034
Janice HollarChief Financial Officer$435,405
David OakChief Marketing Officer$295,820
Tara MurphyChief Information Officer / Senior Vice President Retail Sales and Service$320,610
...and 12 more key personnel

Financials for Achieva Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$89,030,836
Investment income and dividends$11,130,499
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$39,282
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$100,200,617

Form 990s for Achieva Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990View PDF
2021-122022-11-22990View PDF
2020-122021-11-09990View PDF
2018-122020-01-31990View PDF
2017-122018-11-15990View PDF
...and 8 more Form 990s
Data update history
January 24, 2024
Updated personnel
Identified 3 new personnel
January 23, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 3, 2024
Used new vendors
Identified 5 new vendors, including , , , , and
July 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 8, 2023
Used new vendors
Identified 3 new vendors, including , , and
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
PO Box 1500
Dunedin, FL 34697
Metro area
Tampa-St. Petersburg-Clearwater, FL
County
Pinellas County, FL
Website URL
achievacu.com/ 
Phone
(727) 431-7680
Facebook page
AchievaCreditUnion 
Twitter profile
@achievacu 
IRS details
EIN
59-0729366
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1937
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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