Trustone Financial Credit Union

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 410749255 ✦ Plymouth, MN ✦ Designated as a 501(c)(14)

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Overview

What is Trustone Financial Credit Union?

Trustone Financial Credit Union, a Minnesota-based credit union with over 700 employees, offers various lending services to its membership. As a state-chartered financial institution, they had 126,303 loans outstanding as of December 31, 2022, with a combined balance of $3.63 billion. Their mission is to engage, educate, and inspire their members to achieve lifelong financial well-being. This community-focused credit union provides its members with the resources and support needed to manage their finances effectively.


Official website here: www.trustonefinancial.org

Is Trustone Financial Credit Union legitimate?

Trustone Financial Credit Union is a legitimate nonprofit organization registered as a 501(c)(14) entity. Trustone Financial Credit Union submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $4,092,874
Professional Fundraising Fees: $0
Other Salaries and Wages: $37,512,588

For more financial information, click here


Official website here: www.trustonefinancial.org

What is the mission statement of Trustone Financial Credit Union?

Trustone Financial Credit Union is dedicated to helping its members attain financial well-being for the long term. They actively engage, educate, and inspire their members to achieve this goal. The credit union offers various lending services to its membership. As of December 31, 2022, there were 126,303 loans outstanding with a combined balance of over $3.6 billion.


Official website here: www.trustonefinancial.org

Who is the CEO of Trustone Financial Credit Union?

Dale Turner is the Chief Executive Officer/President of Trustone Financial Credit Union. The CEO's salary of Trustone Financial Credit Union is $952,138 and their total compensation is $996,283.


Official website here: www.trustonefinancial.org

What is the revenue of Trustone Financial Credit Union?

Trustone Financial Credit Union's revenue in 2022 was $190,600,595.


Official website here: www.trustonefinancial.org

Who are the executives of Trustone Financial Credit Union and what are their salaries?

The average compensation at Trustone Financial Credit Union during 2022 was $57,387. There are 725 employees and 19 volunteers at Trustone Financial Credit Union.


Here are 25 key members and their salaries (Trustone Financial Credit Union's CEO's salary is $952,138 and their total compensation is $996,283):


John Christenson (Chair)
  • Compensation: $5,000
  • Related: $0
  • Other: $0
Samuel Stern (Secretary)
  • Compensation: $5,000
  • Related: $0
  • Other: $0
James Sackett (Treasurer)
  • Compensation: $3,875
  • Related: $0
  • Other: $0
Bruce Whitmore (Director)
  • Compensation: $2,286
  • Related: $0
  • Other: $0
Darrick Metz (Director)
  • Compensation: $3,947
  • Related: $0
  • Other: $0
Doug Nesbit (Director)
  • Compensation: $5,000
  • Related: $0
  • Other: $0
Evelyn Jones (Director)
  • Compensation: $1,163
  • Related: $0
  • Other: $0
Kevin Crane (Director)
  • Compensation: $1,986
  • Related: $0
  • Other: $0
Steve Bohlig (Director)
  • Compensation: $4,183
  • Related: $0
  • Other: $0
Steve Hunziker (Director)
  • Compensation: $5,000
  • Related: $0
  • Other: $0
Jennifer Whitlock (Director)
  • Compensation: $5,000
  • Related: $0
  • Other: $0
Dale Turner (Chief Executive Officer/President)
  • Compensation: $952,138
  • Related: $0
  • Other: $44,145
Gary Jeter (Chief Technology Officer)
  • Compensation: $380,799
  • Related: $0
  • Other: $48,278
Steven Steen (Chief Retail Officer)
  • Compensation: $354,910
  • Related: $0
  • Other: $50,188
Daniel Zaczkowski (Chief Financial Officer)
  • Compensation: $348,784
  • Related: $0
  • Other: $47,785
Hans Inverson (Chief Operations Officer)
  • Compensation: $333,279
  • Related: $0
  • Other: $54,316
Philip Young (Chief Legal Officer)
  • Compensation: $380,707
  • Related: $0
  • Other: $48,487
Martin Kelly (Chief Marketing Officer)
  • Compensation: $273,974
  • Related: $0
  • Other: $50,554
Nathan Grunzke (Chief Mortgage Officer)
  • Compensation: $342,565
  • Related: $0
  • Other: $36,230
Nicole Hahn Dempster (Chief People Officer)
  • Compensation: $267,903
  • Related: $0
  • Other: $35,393
Jo Lee Mcdevitt (Mortgage Consultant)
  • Compensation: $444,146
  • Related: $0
  • Other: $33,448
Thomas Cochran (Mortgage Area Sales Manage)
  • Compensation: $351,074
  • Related: $0
  • Other: $34,834
Jeffrey Zajac (Mortgage Area Sales Manage)
  • Compensation: $448,082
  • Related: $0
  • Other: $42,782
Michael Geissler (Vp Commercial Lender)
  • Compensation: $483,886
  • Related: $0
  • Other: $40,736
Jeff Erpelding (Vp Investment Services)
  • Compensation: $425,461
  • Related: $0
  • Other: $49,393


Official website here: www.trustonefinancial.org

Where can I find the form 990 for Trustone Financial Credit Union?

Trustone Financial Credit Union's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.trustonefinancial.org

Learn more at the official website: www.trustonefinancial.org

Mission Statement of Trustone Financial Credit Union

Trustone Financial Credit Union, with its mission, strives to engage, educate, and inspire its members towards lifelong financial well-being. By offering various lending services, this credit union empowers its members to improve their financial situations. As of December 31, 2022, Trustone Financial Credit Union had 126,303 outstanding loans with a combined balance of $3,630,530,830. The organization's commitment to its members extends beyond just providing loans. Trustone Financial Credit Union is dedicated to fostering an environment that encourages financial growth and stability among its members. Through education and inspiration, the credit union helps its members make informed decisions about their finances and work towards securing a better financial future. Trustone Financial Credit Union's mission is to create a community of financially empowered individuals, who are equipped with the knowledge and resources to manage their money wisely and achieve long-term financial success.

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Impact




October, 2024

Trustone Financial Credit Union engages, educates, and inspires its members to achieve lifelong financial well-being. It offers a diverse range of lending services, reflecting its commitment to supporting the financial needs of its community. As of December 31, 2022, the credit union had 126,303 loans outstanding with total balances exceeding $3.6 billion. This extensive lending portfolio demonstrates Trustone's significant contribution to promoting financial stability and growth among its members in Plymouth, MN, and beyond. By focusing on the financial well-being of its members, Trustone plays a vital role in fostering economic empowerment within the community.




This information is meant to be a general summary of Trustone Financial Credit Union. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$190,600,595 (2022)
Expenses
$134,126,061 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $21,284,145
  • Program Service Revenue: $169,254,143
  • Gross Receipts: $220,124,244

Assets and Liabilities:

  • Total Assets: $4,614,668,122
  • Total Liabilities: $4,227,263,866
  • Net Assets: $387,404,256

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

INTEREST ON LOANS

Revenue

$132,804,876

MISC OPERATING INCOME

Revenue

$24,366,420

FEE INCOME

Revenue

$12,082,847

Organization Details

Founding Year

1939

Principal Officer

Dale Turner

Main Address

14601 27TH AVE N STE 104, PLYMOUTH, MN, 55447

NTEE Category

Code: Z99 - Unknown

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