EIN 23-1357086

Trumark Financial Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
503
Year formed
1939
Most recent tax filings
2023-12-01
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
$167,704,625
2023
Total expenses
$136,108,140
2023
Total assets
$3,197,438,569
2023
Num. employees
503
2023

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 143,000 members within its field of membership as defined by the Credit Union's charter and bylaws.

Personnel at Trumark Financial Credit Union

NameTitleCompensation
Kelly M BottiChief Executive Officer / Senior Vice President$755,486
Vincent MarketExecutive Vice President and Chief Financial Officer$960,370
Benjamin FettermanFirst Vice President$219,142
Daniel BrewinSenior Vice President$364,180
Gerard DevitaFirst Vice President / Senior Vice President and Chief Financial Officer$297,933
...and 3 more key personnel

Financials for Trumark Financial Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$136,481,549
Investment income and dividends$18,635,866
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$399,953
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$12,187,257
Total revenues$167,704,625

Form 990s for Trumark Financial Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990View PDF
2022-122023-11-13990View PDF
2021-122022-11-14990View PDF
2020-122022-02-15990View PDF
2018-122020-01-28990View PDF
...and 10 more Form 990s
Data update history
January 8, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 6, 2025
Updated personnel
Identified 3 new personnel
January 3, 2025
Used new vendors
Identified 1 new vendor, including
September 25, 2024
Updated personnel
Identified 3 new personnel
January 24, 2024
Updated personnel
Identified 1 new personnel
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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