ADDITION FINANCIAL CREDIT UNION IS COMMITTED TO HELPING MEMBERS ACHIEVE THEIR MONEY MANAGEMENT GOALS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7B
-6.1% YoY
Annual Giving
$423K
Grant Count
1
Avg Grant Size
$423K
About Addition Financial Credit Union
Based on IRS filings
Addition Financial Credit Union is a nonprofit organization focused on Public, 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 grants totaling $423K. Net investment income was $27.6M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,735,864,519 | $2,912,144,631 | $2,764,171,874 |
| Revenue | $172,550,204 | $170,511,185 | $126,516,804 |
| Expenses | $155,260,898 | $164,238,136 | $103,558,609 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $27,639,220 | $16,040,839 | $10,359,023 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD COLLINS | BOARD CHAIRPERSON | 10 | $4,074 |
| DALE KELLY | BOARD VICE CHAIRPERSON | 10 | — |
| RONALD PERSON | BOARD SECRETARY | 10 | — |
| NAVAL MODANI | BOARD TREASURER | 10 | — |
| JANET BUSH | BOARD MEMBER | 10 | $5,585 |
| GABRIELA ORTIGONI | BOARD MEMBER | 10 | $7,758 |
| KIMBERLY MARTEN | BOARD MEMBER | 10 | $831 |
| JUDITH PADRES | BOARD MEMBER | 10 | $792 |
| CARY DORTONA | BOARD MEMBER | 10 | — |
| KEVIN MILLER | PRESIDENT/CEO | 40 | $999,561 |
| KEVIN DOUGHERTY | CHIEF OPERATING OFFICER | 40 | $497,196 |
| QING LU | CHIEF FINANCIAL OFFICER | 40 | $421,247 |
| SAM NELSON | CHIEF ADMINISTRATIVE OFFICER | 40 | $424,242 |
| KEVIN WRIGHT | CHIEF INFORMATION OFFICER | 40 | $426,331 |
| MIRIAM MITCHELL | CHIEF LENDING OFFICER | 40 | $343,895 |
| NORA RODRIGUEZ PATTERSON | CHIEF COMMUNICATIONS OFFICER | 40 | $300,614 |
| JOSEPH MACLAREN | ASSISTANT GENERAL COUNSEL | 40 | $227,238 |
| SHIRLEY SHOEMAKER | SVP BRANCH OPERATIONS | 40 | $229,721 |
| MATTHEW WALSH | VP INFORMATION TECHNOLOGY | 40 | $186,651 |
| ALEX DEJESUS | SVP MEMBER EXPERIENCE | 40 | $200,266 |
| JASON HANSEN | VP MARKETING | 40 | $187,374 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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