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BAXTER CREDIT UNION

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Public IRS 990 nonprofit record

BAXTER CREDIT UNION

EIN 23-7250155 · Credit Unions (W61)

What they do

The Organization is A Full Service, State-chartered Credit Union Providing A Broad Range of Loan and Deposit Products and Other Financial Services to Its Members Located Throughout The US and Puerto Rico Using Various Channels Including Branches, A Call Center, and The Internet.

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders40 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$91.27spent for every $100 of revenueRevenue covered expenses this year.
$13.69in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,995,776 for MICHAEL VALENTINE (PRESIDENT, CEO AND TREASURER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$507,368,239
Expenses$463,088,731
Annual surplus $44,279,508 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$507,368,239
Expenses$463,088,731
Assets$6,337,833,454
Income$507,368,239
Stocks and bonds$398,736,268
Accounting fees$145,276
People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
MICHAEL VALENTINEPRESIDENT, CEO AND TREASURER · 40 hrs/week $1,995,776
JAMES BLOCKEVP/CHIEF OPERATING OFFICER · 40 hrs/week $948,115
CARL PRESTOEVP/CFO · 40 hrs/week $937,823
DAVID BLUMEVP CORPORATE RELATIONSHIPS AND US SERVICE CENTERS · 40 hrs/week $841,731
LISA BARONEVP/CHRO · 40 hrs/week $785,721
EDWIN T WATSONWEALTH ADVISOR · 40 hrs/week $569,567
SCOTT ZULPOEVP/CIO · 40 hrs/week $528,026
JOHN ANDERSONINVESTMENT ADVISORS · 40 hrs/week $508,116
DAVID BRYDUNSVP/CHIEF LENDING OFFICER · 40 hrs/week $495,295
DAN PARSONSSVP US SERVICE CENTERS · 40 hrs/week $494,917
JILL SAMMONSSVP/MARKETING AND BRAND STRATEGY · 40 hrs/week $493,277
KERRIANN MILLSEVP/CHIEF LEGAL OFFICER · 40 hrs/week $468,989

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (40)

MICHAEL VALENTINEPRESIDENT, CEO AND TREASURER

JAMES BLOCKEVP/CHIEF OPERATING OFFICER

CARL PRESTOEVP/CFO

DAVID BLUMEVP CORPORATE RELATIONSHIPS AND US SERVICE CENTERS

LISA BARONEVP/CHRO

EDWIN T WATSONWEALTH ADVISOR

SCOTT ZULPOEVP/CIO

JOHN ANDERSONINVESTMENT ADVISORS

DAVID BRYDUNSVP/CHIEF LENDING OFFICER

DAN PARSONSSVP US SERVICE CENTERS

JILL SAMMONSSVP/MARKETING AND BRAND STRATEGY

KERRIANN MILLSEVP/CHIEF LEGAL OFFICER

KRISTI MERTENSMANAGING DIRECTOR, WEALTH ADVISORS

HEATHER WRIGHTWEALTH ADVISORS

BRIAN FARRISSEYWEALTH ADVISOR

CHARLES SMITHSVP/CONTROLLER

BHAVNA GUGLANISVP, CHIEF DIGITAL OFFICER

STEPHENIE SOUTHARDSVP/CISO

MARIA GARCIASVP/MEMBER OPERATIONS

PATTY MITCHELLVP OF COMPENSATION

BRETT ENGELVP, FINANCE AND RISK

JOE MCCARTHYVP, REAL ESTATE LENDING

DAVI ALLENVP, CONSUMER LENDING

JORDAN MUELLERVP, PROGRAM DELIVERY

JOHN SAHAGIANVP

DMITRIY MELNICKVP, SOFTWARE DEVELOPMENT

KEITH PARRISVP, CONTACT CENTER OPTS

HARVEY RINDTVP, COMPLIANCE

DAN COOKVP, US RETAIL BRANCHES

MICHAEL CURRANCHAIRMAN

CHRISTINE FLEMINGDIRECTOR AND SECRETARY

CHRISTINE MCCAULEYDIRECTOR

PAUL MARTINDIRECTOR

BRETT CRAIGDIRECTOR

BILL COSTADIRECTOR

OLA SNOWDIRECTOR

DAVID STRAUSSDIRECTOR

BETTY LARSONDIRECTOR

AL NIETZELDIRECTOR

ROBYN WELLSDIRECTOR

About this charity

Recognized since
January 2003
Location
340 N MILWAUKEE AVE, VERNON HILLS, IL 60061-1533
County
Lake
In care of
Chuck Smith
Primary officer
Chuck Smith, SVP & Controller

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990
NTEE classification
Credit Unions (W61)
IRS tax category
Credit Unions

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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