ADVANTIS CREDIT UNION
EIN 93-0251640 · Telecommunications (W50)
What they do
to IMPROVE THE FINANCIAL LIVES of OUR MEMBERS.
Should I give to this charity?
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 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders33 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Worth asking: Expenses exceeded revenue by $2,464,512 this year. Ask whether that was planned or caused by a one-time event.
Pay context: The highest compensation shown in this filing is $624,804 for JASON WERTS (PRESIDENT/CEO). 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.
Financial picture
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
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
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 (33)
JASON WERTSPRESIDENT/CEO
GREG SPEARSVP/CHIEF FINANCIAL OFFICER
KELI MYERSSVP/CHIEF OPERATING OFFICER
CHRISTOPHER GROSHKOSVP/CHIEF EXPERIENCE OFFICER
JOHN NICHOLSSVP OF MARKETING
KELLY SONFLIETHVP OF PEOPLE & CULTURE
TREVOR HUTCHENSVP OF LENDING
JENNIFER MCMURRAYVP OF STRATEGY & ADVOCACY
NICOLE WHITEVP, DIGITAL BANKING & REMOTE CHANNELS
CHRIS CHARLTONVP/CONTROLLER
KARI BRIGGSVP OF OPERATIONS
MARY ELLEN LANZISERADIRECTOR OF RISK MANAGEMENT
MARK HULSEYVP OF INFORMATION TECHNOLOGY
KATHERINE STEVENSAVP OF MEMBER EXPERIENCE
JOHN LECKEYDIRECTOR OF COMMERCIAL LENDING
ANDRE WALCOTTVP OF DEI
TARUN GUDZCHAIR
FREDERIC DUPEYROUXDIRECTOR (THRU 10/24)
AMANDA OWINGSVICE CHAIR
BRANDON LEPLEYAUDIT COMMITTEE MEMBER (THRU 10/24)
BRYAN SIMSSECRETARY/TREASURER, RISK & FINANCE COMMITTEE CH
TRACI ROSSIDIRECTOR, DEI COMMITTEE CHAIR
TAMMY TESKEDIRECTOR, GOVERNANCE COMMITTEE CHAIR
JAKE JENSENDIRECTOR
KELLAN DAVISAUDIT COMMITTEE CHAIR
ROSS WESCOTTAUDIT COMMITTEE MEMBER
LIZ SPEERAUDIT COMMITTEE MEMBER
WILLIAM KNUTHSAUDIT COMMITTEE MEMBER
RENEE HALPERNDIRECTOR, NOMINATING COMMITTEE CHAIR (THRU 4/24)
NATHAN MORALESASSOCIATE DIRECTOR
MONIQUE CLAIBORNEASSOCIATE DIRECTOR (THRU 10/24)
SHARI DUNNASSOCIATE DIRECTOR (THRU 10/24)
PATRICK HAGERDIRECTOR
About this charity
- Recognized since
- October 1944
- Location
- 14405 MEYERS ROAD 300, OREGON CITY, OR 97045
- County
- Clackamas
- In care of
- DERRICK PETERSON
- Primary officer
- DERRICK PETERSON, CFO
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990
- Tax preparer
- BAKER TILLY ADVISORY GROUP LP
- NTEE classification
- Telecommunications (W50)
- IRS tax category
- Telecommunications
- Grant-giving organization
- Yes