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  4. Valley Credit Union / Valley Financial Credit Union
EIN 81-0247124

Valley Credit Union / Valley Financial Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
140
City
Billings
State
Montana
Year formed
1949
Most recent tax filings
2023-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
Description
Valley Credit Union / Valley Financial Credit Union is a top-notch financial services provider that builds relationships with people in its communities, helping them to achieve their dreams. It offers members personal and business checking and savings accounts, credit and debit cards, IRAs, and personalized, accommodating service. Valley Financial Credit Union is located in Billings, MT.
Also known as...
Valley Financial Credit Union
Total revenues
$25,980,550
2023
Total expenses
$21,228,536
2023
Total assets
$442,285,909
2023
Num. employees
140
2023

Program areas at Valley Credit Union / Valley Financial Credit Union

Valley Financial Credit Union provides members with top-notch Financial services with personalized, accomodating service. Valley Financial Credit Union offers members personal checking and savings accounts; business accounts; Credit and debit cards; iras; personal, business, vehicle, and home loans; and overdraft protection. Additional services include mutual, membership benefit programs, Financial education, newsletters, deposit and loan insurance protection, and consumer information.

Personnel at Valley Credit Union / Valley Financial Credit Union

NameTitleCompensation
Casey KleinChief Executive Officer / Senior Vice President$304,047
Kindra McMullinChief Operations Officer$136,972
Scott KanningChief Financial Officer$141,094
Troy SmithVice President of It and Network Administrator$107,002
Alan VogtSenior Vice President Commercial Services$131,990
...and 10 more key personnel

Financials for Valley Credit Union / Valley Financial Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$23,917,929
Investment income and dividends$1,727,552
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$-201,331
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$536,400
Total revenues$25,980,550

Form 990s for Valley Credit Union / Valley Financial Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990View PDF
2022-122023-11-14990View PDF
2021-122022-11-25990View PDF
2020-122021-11-15990View PDF
2019-122021-06-30990View PDF
...and 1 more Form 990

Organizations like Valley Credit Union / Valley Financial Credit Union

OrganizationLocationRevenue
Minnequa Works Credit UnionPueblo, CO$9,391,147
Oklahomas Credit UnionOklahoma City, OK$43,455,996
Greenwood Credit UnionWarwick, RI$43,604,859
Armco Credit UnionButler, PA$25,147,926
Western Cooperative Credit UnionWilliston, ND$20,687,023
Ashland Credit UnionAshland, KY$16,845,160
Revity Credit UnionGranite City, IL$24,450,672
Frontier Credit UnionIdaho Falls, ID$34,471,344
Missouri Credit UnionColumbia, MO$29,399,852
St Jeans Credit UnionSalem, MA$17,647,270
Data update history
February 7, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 18, 2025
Updated personnel
Identified 3 new personnel
January 24, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 24, 2024
Updated personnel
Identified 3 new personnel
January 3, 2024
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Credit unionsHeadquarter / parent organizations
Issues
No issues found
Characteristics
MembershipsState / local level
General information
Address
PO Box 20417
Billings, MT 59104
Metro area
Billings, MT
County
Yellowstone County, MT
Website URL
valleyfcu.com/ 
Phone
(406) 655-5053
IRS details
EIN
81-0247124
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1949
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
Independent
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