Addition Financial Credit Union
Addition Financial Credit Union is committed to helping members achieve their money management goals.
Addition Financial Credit Union at a glance
In short: Addition Financial Credit Union gave $423K across 1 grant in 2024 (avg $423K), mostly in Florida. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $423,002
- Grants made (2024)
- 1
- Average grant
- $423,002
- Median grant
- $423,002
- Total assets
- $2,735,864,519
- -6.1% vs 2023
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Addition Financial Credit Union funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Addition Financial Foundation Inc ($423K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 1 grant totaling $423K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Addition Financial Foundation Inc Lake Mary, FL | The addition financial foundation, inc. Was primarily formed to assist addition financial credit union promote and provide assistance to initiatives benefiting education. | $423,002 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $2,735,864,519 | $172,550,204 | $155,260,898 | $423,002 | 1 | $27,639,220 |
| 2023 | $2,912,144,631 | $170,511,185 | $164,238,136 | — | — | $16,040,839 |
| 2022 | $2,764,171,874 | $126,516,804 | $103,558,609 | — | — | $10,359,023 |
| 2021 | $2,609,326,648 | $109,978,421 | $84,350,076 | — | — | $9,211,689 |
About Addition Financial Credit Union
Based on IRS filings
Addition Financial Credit Union is a public charity focused on public and societal benefit, based in Lake Mary, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.7B in total assets. In 2024, it awarded 1 grant totaling $423K. Net investment income was $27.6M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Addition Financial Credit Union is led by Kevin Miller, President & CEO on every filing since 2021; 17 of 21 officers listed in 2024 are compensated.
Officers on the 2024 filing
Kevin Miller
President & CEO
On filings since 2021
40 hrs/week
$717K (2021) → $1000K (2024)
Richard L. Collins
Board Chairperson
2nd Vice Chairman → Chair, 2022
Chair → Board Chairperson, 2024
On filings since 2021
10 hrs/week
$4K (2024)
Janet E. Bush
Board Member
Secretary → 2nd Vice Chair, 2023
2nd Vice Chair → Board Member, 2024
On filings since 2021
10 hrs/week
$6K (2024)
Joseph A. Maclaren
Assistant General Counsel
General Counsel → Assistant General Counsel, 2024
On filings since 2021
40 hrs/week
$206K (2021) → $227K (2024)
Kevin J. Dougherty
Chief Operating Officer
COO → Chief Operating Officer, 2024
On filings since 2021
40 hrs/week
$472K (2021) → $497K (2024)
Kevin S. Wright
Chief Information Officer
CIO → Chief Information Officer, 2024
On filings since 2021
40 hrs/week
$392K (2021) → $426K (2024)
Matthew J. Walsh
Vice President Information Technology
Vice President It → Vice President Information Technology, 2024
On filings since 2021
40 hrs/week
$170K (2021) → $187K (2024)
Miriam Mitchell
Chief Lending Officer
Senior Vice President Lending → Chief Lending Officer, 2022
On filings since 2021
40 hrs/week
$249K (2021) → $344K (2024)
Shirley A. Shoemaker
Senior Vice President Branch Operations
Senior Vice President Operations → Senior Vice President Branch Operations, 2024
On filings since 2021
40 hrs/week
$182K (2021) → $230K (2024)
Qing Lu
Chief Financial Officer
CFO → Chief Financial Officer, 2024
On filings since 2022
40 hrs/week
$90K (2022) → $421K (2024)
Alex Dejesus
Senior Vice President Member Experience
Senior Vice President Member Services → Senior Vice President Member Experience, 2024
On filings since 2023
40 hrs/week
$180K (2023) → $200K (2024)
Gabriela Ortigoni
Board Member
New on the 2024 filing
10 hrs/week
$8K (2024)
Jason Hansen
Vice President Marketing
New on the 2024 filing
40 hrs/week
$187K (2024)
Judith Padres
Board Member
New on the 2024 filing
10 hrs/week
$792 (2024)
Kimberly Marten
Board Member
New on the 2024 filing
10 hrs/week
$831 (2024)
Nora Rodriguez Patterson
Chief Communications Officer
New on the 2024 filing
40 hrs/week
$301K (2024)
Sam Nelson
Chief Administrative Officer
New on the 2024 filing
40 hrs/week
$424K (2024)
Dale C. Kelly
Board Vice Chairperson
2nd Vice Chair → 1st Vice Chair, 2023
1st Vice Chair → Board Vice Chairperson, 2024
On filings since 2021
10 hrs/week
No compensation reported
Naval Modani
Board Treasurer
Treasurer → Board Treasurer, 2024
On filings since 2021
10 hrs/week
No compensation reported
Ronald Person
Board Secretary
Director → Board Secretary, 2024
On filings since 2021
10 hrs/week
No compensation reported
Cary Dortona
Board Member
New on the 2024 filing
10 hrs/week
No compensation reported
Former officers (11)
- Former: Mary Lynn Williams (2021–2023) — Secretary
- Former: Robert J. Kindermann (2021–2023) — Senior Vice President Human Res
- Former: Samuel M. Nelson (2021–2023) — Caogeneral Counsel
- Former: Nora Rodriguez-Patterson (2022–2023) — CCO
- Former: Gaby Ortigoni (2023) — Director
- Former: Errol Greene (2021–2022) — 1st Vice Chair
- Former: Jim Rychlicki (2022) — CFO
- Former: Linh Dang (2022) — Chief Development Officer
- Former: Stewart Grashoff (2022) — Vice President Business Services
- Former: James R. Rychlicki (2021) — CFO
- Former: Thuylinh N. Dang (2021) — CDO
Data from IRS Form 990 filings, 2021–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $1000K, to Kevin Miller (President/CEO). 17 officers or directors reported compensation on that filing.
Frequently asked questions about Addition Financial Credit Union
How much does Addition Financial Credit Union give each year?
Addition Financial Credit Union gave $423K across 1 grant in 2024, according to its 2024 IRS Form 990.
How large is Addition Financial Credit Union?
Addition Financial Credit Union reported $2.7B in total assets on its 2024 IRS Form 990. Its revenue that year was $172.6M.
What is Addition Financial Credit Union?
Addition Financial Credit Union is a public charity focused on public and societal benefit, based in Lake Mary, FL. It holds $2.7B in total assets as of 2024.
Where does Addition Financial Credit Union operate?
Addition Financial Credit Union has awarded grants in Florida.
What is Addition Financial Credit Union's EIN?
Addition Financial Credit Union's EIN (Employer Identification Number) is 59-0678236. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Addition Financial Credit Union's focus areas in our free grants database
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