State Chartered Credit Unions in Florida
Dunedin, FL · EIN 59-0729366 · Rank 3,466 by total revenue
Not-for-profit organization - state chartered credit union.
Money, Form 990 for tax year 2024
- Total revenue
- $167,740,939
- Total expenses
- $151,401,667
- Total assets
- $2,897,086,645
- Salary base (all salaries and wages)
- $42,156,558
- Salaries, other pay and benefits
- $52,214,625
- Employees
- 652
- Salary base per employee
- $64,657
"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 (19)
| Name | Title | Role | Hours/week | Total pay |
|---|---|---|---|---|
| Gary Regoli | PRESIDENT/CEO | Officer | 40 | $3,643,369 |
| Janice Hollar | CFO | Officer | 40 | $537,235 |
| Jennifer Galley | COO | Key employee | 40 | $458,028 |
| Tracy Ingram | CTO | Key employee | 40 | $422,280 |
| James Dawson | CDDO | Key employee | 40 | $407,632 |
| Lisa Smith | CRO | Key employee | 40 | $392,457 |
| David Oak | CMO | Key employee | 40 | $389,773 |
| John Wintermeier | CBO | Key employee | 40 | $347,877 |
| Jeffrey Blake | CPO | Key employee | 40 | $239,386 |
| Sarah Schackmann | CPO | Key employee | 40 | $194,304 |
| Victor Lee | BOARD MEMBER | Board | 1 | $13,233 |
| Jeff Felardo | SECRETARY/TREASURER | Board | 1 | $10,553 |
| Theron Hawkins | BOARD MEMBER | Board | 1 | $5,878 |
| Janet Cantees | CHAIRPERSON | Board | 1 | $3,648 |
| Linda Emanuel | VICE CHAIRPERSON | Board | 1 | None reported |
| Rohland Bryant | BOARD MEMBER | Board | 1 | None reported |
| Mike Silvernail | BOARD MEMBER | Board | 1 | None reported |
| Bill Williamson | BOARD MEMBER | Board | 1 | None reported |
| Walter Moore | BOARD MEMBER | Board | 1 | None reported |
Top 10 paid people listed
These 10 people received $7,600,842, which is 18.0% of the $42,156,558 salary base shared by 652 employees.
| Name | Title | Role | Hours/week | From this org | From related orgs | Other pay | Total |
|---|---|---|---|---|---|---|---|
| Gary Regoli | PRESIDENT/CEO | Officer | 40 | $2,881,959 | $0 | $761,410 | $3,643,369 |
| Janice Hollar | CFO | Officer | 40 | $492,073 | $0 | $45,162 | $537,235 |
| Steven Nordbeck | VP WEALTH ADVISOR | Highly paid employee | 40 | $450,360 | $0 | $59,446 | $509,806 |
| Rebecca Fisher | VP WEALTH ADVISOR | Highly paid employee | 40 | $423,860 | $0 | $51,403 | $475,263 |
| Jennifer Galley | COO | Key employee | 40 | $394,696 | $0 | $63,332 | $458,028 |
| Tracy Ingram | CTO | Key employee | 40 | $392,128 | $0 | $30,152 | $422,280 |
| James Dawson | CDDO | Key employee | 40 | $345,081 | $0 | $62,551 | $407,632 |
| Lisa Smith | CRO | Key employee | 40 | $337,163 | $0 | $55,294 | $392,457 |
| David Oak | CMO | Key employee | 40 | $329,572 | $0 | $60,201 | $389,773 |
| Brett Harner | VP WEALTH PROGRAM MANAGER | Highly paid employee | 40 | $342,466 | $0 | $22,533 | $364,999 |
Sources
- IRS e-file return 202513169349307211 (Form 990, period ending 2024-12-31): readable copy at ProPublica Nonprofit Explorer
- IRS Tax Exempt Organization Search for EIN 59-0729366
- Organization website (as filed): www.achievacu.com