Valley Financial Credit Union
Billings, MT · EIN 81-0247124 · Public and societal benefit · Rank 13,821 by total revenue
Building relationships with people in our communities and uniting with them to achieve their dreams.
Money, Form 990 for tax year 2024
- Total revenue
- $32,952,579
- Total expenses
- $27,833,236
- Total assets
- $511,119,447
- Salary base (all salaries and wages)
- $8,119,395
- Salaries, other pay and benefits
- $9,914,956
- Employees
- 155
- Salary base per employee
- $52,383
"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 (13)
| Name | Title | Role | Hours/week | Total pay |
|---|---|---|---|---|
| Casey Klein | CHIEF EXECUTIVE OFFICER | Officer | 40 | $432,154 |
| Scott Kanning | CHIEF FINANCIAL OFFICER | Officer | 40 | $206,667 |
| Reg Gibbs | BOARD CHAIRPERSON-OUTGOING | Board, Officer | 1 | None reported |
| Wes Oja | VICE CHAIRMAN/CHAIRPERSON | Board, Officer | 1 | None reported |
| Ann Adair | SECRETARY | Board, Officer | 1 | None reported |
| Jordan Frickle | TREASURER | Board, Officer | 1 | None reported |
| Gabriel Briano | DIRECTOR/INCOMING BOARD CHAIRPERSON | Board, Officer | 1 | None reported |
| Alan Vogt | SR VP COMMERCIAL SERVICES | Key employee | 40 | $212,759 |
| Jessica Haynes | MORTGAGE LOAN ORIGINATOR | Key employee | 40 | $201,558 |
| Christopher Lorash | SR VP OF MORTGAGE AND CONS | Key employee | 40 | $182,419 |
| Lisa Huertas | DIRECTOR | Board | 1 | None reported |
| Brad Neilson | DIRECTOR | Board | 1 | None reported |
| Zac Rohrer | DIRECTOR | Board | 1 | None reported |
Top 10 paid people listed
These 10 people received $1,978,646, which is 24.4% of the $8,119,395 salary base shared by 155 employees.
| Name | Title | Role | Hours/week | From this org | From related orgs | Other pay | Total |
|---|---|---|---|---|---|---|---|
| Casey Klein | CHIEF EXECUTIVE OFFICER | Officer | 40 | $387,291 | $0 | $44,863 | $432,154 |
| Alan Vogt | SR VP COMMERCIAL SERVICES | Key employee | 40 | $185,169 | $0 | $27,590 | $212,759 |
| Scott Kanning | CHIEF FINANCIAL OFFICER | Officer | 40 | $185,386 | $0 | $21,281 | $206,667 |
| Jessica Haynes | MORTGAGE LOAN ORIGINATOR | Key employee | 40 | $189,620 | $0 | $11,938 | $201,558 |
| Christopher Lorash | SR VP OF MORTGAGE AND CONS | Key employee | 40 | $171,163 | $0 | $11,256 | $182,419 |
| Kindra McMullin | CHIEF OPERATIONS OFFICER | Highly paid employee | 40 | $143,936 | $0 | $20,786 | $164,722 |
| Joseph Olivo | VP OF MEMBER EXPERIENCE | Highly paid employee | 40 | $135,046 | $0 | $20,159 | $155,205 |
| Jacqueline Helman | MORTGAGE LOAN ORIGINATOR | Highly paid employee | 40 | $134,685 | $0 | $17,474 | $152,159 |
| Deby Murch | VP OF HR/ADMIN | Highly paid employee | 40 | $120,661 | $0 | $21,156 | $141,817 |
| Brandon Scala | SR VP OF BUSINESS DEVELOPM | Highly paid employee | 40 | $120,857 | $0 | $8,329 | $129,186 |
Sources
- IRS e-file return 202513219349314676 (Form 990, period ending 2024-12-31): readable copy at ProPublica Nonprofit Explorer
- IRS Tax Exempt Organization Search for EIN 81-0247124
- Organization website (as filed): http://www.valleyfcu.com/