Credit Union West
To inspire our members, employees and communities to achieve their financial goals and enhance their quality of life.
Credit Union West at a glance
In short: Credit Union West gave $100K across 1 grant in 2025 (avg $100K), mostly in Arizona. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $100,000
- -50.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $100,000
- -50.0% vs 2024
- Median grant
- $100,000
- Total assets
- $1,417,150,679
- +9.1% vs 2024
- Primary geography
- Arizona (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Credit Union West
Open Grants
3 open opportunities from Credit Union West
Credit Union West Scholarship Program
Credit Union West
Amount
$2,000 per award (5 scholarships total)
Deadline
Deadline not published
CU West CARES Charitable Foundation Grant
Credit Union West
Amount
Varies
Deadline
Rolling
CU West CARES Foundation Grants
Credit Union West
Amount
Varies
Deadline
Rolling (quarterly review)
Who Credit Union West funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cu West Cares Inc ($100K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $100–250K range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $45K (2023) to $200K (2024). In 2025 it made 1 grant totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cu West Cares Inc Phoenix, AZ | Charitable contribution to sponsored foundation to assist foundation in carrying out its mission | $100,000 |
Ready to take the next step with Credit Union West?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,417,150,679 | $103,382,982 | $91,965,895 | $100,000 | 1 | $6,763,023 |
| 2024 | $1,299,512,297 | $93,524,656 | $81,317,971 | $200,000 | 1 | $5,170,018 |
| 2023 | $1,206,329,192 | $73,825,794 | $60,343,158 | $45,000 | 1 | $3,858,557 |
| 2022 | $1,117,757,318 | $55,137,534 | $40,867,916 | — | — | $2,027,262 |
| 2021 | $1,059,321,576 | $47,143,966 | $38,979,860 | — | — | $1,425,467 |
| 2020 | $921,242,904 | $45,503,288 | $39,317,097 | — | — | $1,341,027 |
About Credit Union West
Based on IRS filings
Credit Union West is a public charity, based in Glendale, AZ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4B in total assets. In 2025, it awarded 1 grant totaling $100K. Net investment income was $6.8M.
Leadership & Key People
Officers and directors from IRS filings
Credit Union West is led by Roch Karen, CEO & President on every filing since 2020; all 24 officers listed in 2025 are compensated.
Officers on the 2025 filing
Roch Karen
CEO & President
On filings since 2020
40 hrs/week
$737K (2020) → $821K (2025)
Jackson Don
V. Chairperson
Director → V. Chairperson, 2024
On filings since 2023
1 hr/week
$8K (2024) → $15K (2025)
Larberg Gary
Chairperson
On filings since 2023
1 hr/week
$10K (2024) → $20K (2025)
Ford Jonathon
Director
Associate Director → Director, 2023
On filings since 2021
1 hr/week
$6K (2024) → $13K (2025)
Bloss Jody
Director- Consumer Lending
On filings since 2023
40 hrs/week
$168K (2023) → $186K (2025)
Gendreau Luis
Director
On filings since 2023
1 hr/week
$6K (2024) → $13K (2025)
Laguna Frances
Director
On filings since 2023
1 hr/week
$6K (2024) → $13K (2025)
Tyus Wanda
Director
On filings since 2023
1 hr/week
$6K (2024) → $13K (2025)
Blaylock Tricia
Director- Enterprise Risk
Director- Enterprise Risk Management → Director- Enterprise Risk, 2025
On filings since 2024
40 hrs/week
$161K (2024) → $167K (2025)
Hobson Carol
Director
On filings since 2024
1 hr/week
$6K (2024) → $13K (2025)
Oliver Sr Jerry
Director
On filings since 2024
1 hr/week
$6K (2024) → $13K (2025)
Birr Robert
Vp-Chief Lending Officer
Vp- Chief Lending Officer → Vp-Chief Lending Officer, 2022
On filings since 2020
40 hrs/week
$350K (2020) → $350K (2025)
Cruz Diana
Vp- Loss Prevention
Vp- Enterprise Risk Manager → Vp-Enterprise Risk Manager, 2022
Vp-Enterprise Risk Manager → Vp- Loss Prevention, 2023
On filings since 2020
40 hrs/week
$318K (2020) → $229K (2025)
Duong Ning
Evp-Coo
Svp- COO → Svp-Coo, 2022
Svp-Coo → Evp-Coo, 2024
On filings since 2021
40 hrs/week
$151K (2021) → $478K (2025)
Fieldson Nicholas
Investment Advisor
On filings since 2021
40 hrs/week
$143K (2021) → $191K (2025)
Poldoski Kelly
Chief Financial Officer
Vp- Finance → Chief Financial Officer, 2023
On filings since 2022
40 hrs/week
$150K (2022) → $394K (2025)
Wade Robert
Investment Advisor
On filings since 2022
40 hrs/week
$139K (2022) → $194K (2025)
Baker Seth R.
Vp-It
On filings since 2023
40 hrs/week
$198K (2023) → $232K (2025)
Burt Jaime
Vp- Administration
On filings since 2023
40 hrs/week
$184K (2023) → $243K (2025)
Green Danielle
Vp- Retail Delivery
On filings since 2023
40 hrs/week
$203K (2023) → $244K (2025)
O'Connor Ryan Sean
Vp- Marketing & Communications
On filings since 2023
40 hrs/week
$215K (2023) → $267K (2025)
Christensen Ben D.
Chief Information Officer
On filings since 2024
40 hrs/week
$271K (2024) → $337K (2025)
Ruiz Manny
Vp- Business Services
On filings since 2024
40 hrs/week
$190K (2024) → $217K (2025)
Mack Joshua Lyle
Information Systems Manager
New on the 2025 filing
40 hrs/week
$176K (2025)
Former officers (23)
- Former: Brown Cheryl (2021–2024) — Chief People Officer
- Former: Bell Kiona (2022–2024) — Director- Digital Delivery
- Former: Loveland Connie (2021–2023) — Svp-Chief Financial Officer
- Former: Boucher Raymond (2023) — V. Chairperson
- Former: Logan Edward (2023) — V. Chairperson
- Former: Danielle Green (2020–2022) — Vice President of Branches
- Former: Don Jackson (2020–2022) — Director
- Former: Edward Logan (2020–2022) — V. Chairperson
- Former: Frances Laguna (2020–2022) — Director
- Former: Gary Larberg (2020–2022) — Director
- Former: Grundy Scott (2020–2022) — Former Vp- CIO
- Former: Jody Bloss (2020–2022) — Director- Consumer Lending
- Former: Luis Gendreau (2020–2022) — Chairperson
- Former: Raymond Boucher (2020–2022) — Director
- Former: Seth R. Baker (2020–2022) — Vp-It
- Former: Wanda Tyus (2020–2022) — Director
- Former: Chan Pamela (2020–2021) — Svp- Chief Financial Officer
- Former: Winter Debbie (2020–2021) — Vice President of Branches
- Former: Yvonne Ross (2020–2021) — Vice President - Human Resources & D
- Former: Erika Crawford (2021) — Mortgage Loan Originator
- Former: Olague Cathy (2021) — Vice President Marketing & Communications
- Former: Kelly Poldoski (2020) — Controller
- Former: Morgan Sheri (2020) — Mortgage Loan Originator
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $821K, to Roch Karen (CEO/President). 24 officers or directors reported compensation on that filing.
Frequently asked questions about Credit Union West
How much does Credit Union West give each year?
Credit Union West gave $100K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $200K across 1 grant.
How large is Credit Union West?
Credit Union West reported $1.4B in total assets on its 2025 IRS Form 990. Its revenue that year was $103.4M.
Where does Credit Union West operate?
Credit Union West has awarded grants in Arizona, Washington.
What is Credit Union West's EIN?
Credit Union West's EIN (Employer Identification Number) is 86-0108241. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS April 25, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 25, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Credit Union West's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Salal Credit Union
Seattle, WA
We eliminate financial obstacles to help everyday visionaries realize their full potential.
Assets
$1.2B
Grants
1
Total Given
$60K
Sound Credit Union
Tacoma, WA
A member owned cooperative providing financial services, including loans and share deposits to its members.
Assets
$3.1B
Grants
1
Total Given
$90K
Horizon Credit Union
Spokane Valley, WA
Credit union operated without profit for mutual purposes.
Assets
$2.0B
Grants
4
Total Given
$59K
First Credit Union
Chandler, AZ
Non-profit cooperative that provides banking and other financial services to its members.
Assets
$735.1M
Grants
4
Total Given
$28K
Verity Credit Union
Seattle, WA
See schedule oa cooperative, organized for the purpose of promoting thrift and savings among its members, creating a source of credit for them at rates of interest set by the board of directors, and providing an opportunity for them to use and control their own money on a democratic basis in order to improve their economic and social conditions. As a cooperative, Verity Credit Union conducts its business for the mutual benefit and general welfare of its members with the earnings, savings, benefits, or services of the credit union being distributed to its members as patrons.
Assets
$771.4M
Grants
5
Total Given
$75K
Truwest Credit Union
Tempe, AZ
Truwest Credit Union is a cooperative providing trusted financial solutions and services, so members can achieve their goals.
Assets
$1.6B
Grants
6
Total Given
$168K
More similar funders
More Funders in Arizona
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Credit Union West's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Credit Union West down — hundreds of funders to go?