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
Among its reported 2024 grants, the largest include Addition Financial Foundation Inc ($423,002).
| 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 |
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
Frequently Asked Questions
What is Addition Financial Credit Union?
Addition Financial Credit Union is a nonprofit organization focused on Public, Societal Benefit, based in LAKE MARY, FL. It holds $2.7B in total assets as of 2024.
How large is Addition Financial Credit Union?
As of 2024, Addition Financial Credit Union holds $2.7B in total assets with $172.6M in annual revenue. It awarded 1 grants totaling $423K in 2024.
Where does Addition Financial Credit Union operate?
Addition Financial Credit Union has awarded grants in Florida.
What size grants does Addition Financial Credit Union award?
In 2024, Addition Financial Credit Union awarded 1 grants totaling $423K — an average of about $423K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Addition Financial Credit Union's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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