Trustone Financial Credit Union
Plymouth, MN · EIN 41-0749255 · Rank 2,018 by total revenue
We engage, educate and inspire our members to achieve lifelong financial well-being.
Money, Form 990 for tax year 2024
- Total revenue
- $323,047,344
- Total expenses
- $267,150,782
- Total assets
- $5,423,588,090
- Salary base (all salaries and wages)
- $44,939,166
- Salaries, other pay and benefits
- $60,398,388
- Employees
- 694
- Salary base per employee
- $64,754
"Salary base" is Form 990 Part IX lines 5 to 7. "Employees" is everyone who got a W-2 that year, full or part time. Form 990-EZ and 990-PF report pay differently; see About the data.
Leadership (22)
| Name | Title | Role | Hours/week | Total pay |
|---|---|---|---|---|
| Dale Turner | PRESIDENT/CEO | Officer | 40 | $1,150,085 |
| Daniel Zaczkowski | EVP/CHIEF FINANCIAL OFFICER | Officer | 40 | $478,252 |
| Gary Jeter | EVP/CHIEF TECHNOLOGY OFFICER | Officer | 40 | $469,727 |
| Philip Young | EVP/CHIEF LEGAL OFFICER | Officer | 40 | $455,465 |
| Steven Steen | EVP/CHIEF RETAIL OFFICER | Officer | 40 | $436,759 |
| Hans Iverson | EVP/CHIEF OPERATIONS OFFICER | Officer | 40 | $436,328 |
| Nathan Grunzke | EVP/CHIEF MORTGAGE OFFICER | Officer | 40 | $371,262 |
| Nicole Hahn Dempster | EVP/CHIEF PEOPLE OFFICER | Officer | 40 | $360,363 |
| Martin Kelly | EVP/CHIEF MARKETING OFFICER | Officer | 40 | $340,121 |
| Doug Nesbit | TREASUER | Board, Officer | 5 | $4,861 |
| Darrick Metz | VICE CHAIR | Board, Officer | 5 | $4,290 |
| John Christenson | CHAIR | Board, Officer | 5 | $3,281 |
| James Sackett | SECRETARY | Board, Officer | 5 | $2,662 |
| Jennifer Whitlock | DIRECTOR | Board | 2 | $5,000 |
| Steve Hunziker | DIRECTOR | Board | 2 | $5,000 |
| Steve Bohlig | DIRECTOR | Board | 2 | $5,000 |
| Samuel Stern | DIRECTOR | Board | 2 | $4,730 |
| Bruce Whitmore | DIRECTOR | Board | 2 | $2,899 |
| Kevin Crane | DIRECTOR | Board | 2 | $2,834 |
| Lori Bonin | DIRECTOR | Board | 2 | $2,612 |
| Anne Ziebell | DIRECTOR | Board | 2 | None reported |
| Tom Alagna | DIRECTOR | Board | 2 | None reported |
Top 10 paid people listed
These 10 people received $5,154,020, which is 11.5% of the $44,939,166 salary base shared by 694 employees.
| Name | Title | Role | Hours/week | From this org | From related orgs | Other pay | Total |
|---|---|---|---|---|---|---|---|
| Dale Turner | PRESIDENT/CEO | Officer | 40 | $1,096,411 | $0 | $53,674 | $1,150,085 |
| Jeff Erpelding | AVP/FINANCIAL ADVISOR | Highly paid employee | 40 | $441,987 | $0 | $69,711 | $511,698 |
| Jeffrey Zajac | MORTGAGE AREA SALES MANAGE | Highly paid employee | 40 | $426,275 | $0 | $57,806 | $484,081 |
| Daniel Zaczkowski | EVP/CHIEF FINANCIAL OFFICER | Officer | 40 | $409,645 | $0 | $68,607 | $478,252 |
| Gary Jeter | EVP/CHIEF TECHNOLOGY OFFICER | Officer | 40 | $410,206 | $0 | $59,521 | $469,727 |
| Philip Young | EVP/CHIEF LEGAL OFFICER | Officer | 40 | $389,324 | $0 | $66,141 | $455,465 |
| Steven Steen | EVP/CHIEF RETAIL OFFICER | Officer | 40 | $376,066 | $0 | $60,693 | $436,759 |
| Hans Iverson | EVP/CHIEF OPERATIONS OFFICER | Officer | 40 | $366,617 | $0 | $69,711 | $436,328 |
| Nathan Grunzke | EVP/CHIEF MORTGAGE OFFICER | Officer | 40 | $328,919 | $0 | $42,343 | $371,262 |
| Nicole Hahn Dempster | EVP/CHIEF PEOPLE OFFICER | Officer | 40 | $316,178 | $0 | $44,185 | $360,363 |
Sources
- IRS e-file return 202513169349303046 (Form 990, period ending 2024-12-31): readable copy at ProPublica Nonprofit Explorer
- IRS Tax Exempt Organization Search for EIN 41-0749255
- Organization website (as filed): www.trustonefinancial.org