Diamond Credit Union
The purpose of this credit union is to promote thrift among its members by affording them an opportunity to accumulate their savings, and to create for them a source of credit for provident or productive purposes.
Key facts about Diamond Credit Union
In short: Diamond Credit Union gave $20K across 1 grant in 2025 (avg $20K), mostly in Pennsylvania. Source: 2025 IRS Form 990.
- EIN
- 23-1320654
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $20,472
- Grants made (2025)
- 1
- Average grant
- $20,472
- Median grant
- $20,472
- Total assets
- $1,182,815,387
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$1.2B
+11.8% YoY
Annual Giving
$20K
+13.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$20K
+13.5% YoY
How Diamond Credit Union gives
- Giving grew 172% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Diamond Credit Union
Based on IRS filings
Diamond Credit Union is a public charity, based in Pottstown, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2B in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $14.5M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $8K (2022) to $26K (2023). In 2025 it made 1 grant totaling $20K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
The largest 2025 recipient was Diamond Charitable Foundation ($20K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Diamond Charitable Foundation Pottstown, PA | Costs of Professional Services | $20,472 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,182,815,387 | $1,058,174,168 | $974,020,333 |
| Revenue | $76,524,064 | $67,968,143 | $57,604,066 |
| Expenses | $65,589,030 | $61,046,829 | $49,767,908 |
| Net Investment Income | $14,537,757 | $10,739,346 | $7,214,686 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 6, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 27, 2026)
Leadership & Key People
Officers and directors from IRS filings
Diamond Credit Union is led by Rick Patel, President & CEO on every filing since 2022; 8 of 19 officers listed in 2025 are compensated.
Officers on the 2025 filing
Rick Patel
President & CEO
On filings since 2022
50 hrs/week
$480K (2022) → $1M (2025)
Patrick M. Austin
Chairman
On filings since 2020
1 hr/week
No compensation reported
Adam Hartzell
Financial Advisor
On filings since 2020
45 hrs/week
$177K (2020) → $572K (2025)
Barbara Mitchell
Senior Vice President & CFO
Vice President & CFO → Senior Vice President & CFO, 2024
On filings since 2020
45 hrs/week
$242K (2020) → $280K (2025)
James Daly III
Senior Vice President & CIO
Vice President & CIO → Senior Vice President & CIO, 2024
On filings since 2020
45 hrs/week
$226K (2020) → $300K (2025)
Lori Levengood
Executive Vice President & Clo
Senior Vice President & Clo → Executive Vice President & Clo, 2024
On filings since 2020
45 hrs/week
$658K (2020) → $506K (2025)
Todd Rothenberger
Senior Vice President & Chief Marketing Officer
On filings since 2020
45 hrs/week
$635K (2020) → $497K (2025)
Jennifer McKee
Senior Vice President, COO & In-House Legal
Senior Vice President, Chief Operations Officer & In-House Legal → Senior Vice President, COO & In-House Legal, 2024
On filings since 2023
45 hrs/week
$255K (2023) → $278K (2025)
Steve Markley
Chief Business Officer
On filings since 2024
45 hrs/week
$274K (2024) → $272K (2025)
Eugene F. Carter Jr.
Vice Chairmen
Vice Chairman → Vice Chairmen, 2024
On filings since 2020
1 hr/week
No compensation reported
Gary W. Yost
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Marcia J. Levengood
Secretary
On filings since 2020
1 hr/week
No compensation reported
Mark V. Wallace
Board Member
On filings since 2020
1 hr/week
No compensation reported
Robert Tomascik
Board Member
On filings since 2020
1 hr/week
No compensation reported
Sandi M. Chieffo
Board Member
On filings since 2020
1 hr/week
No compensation reported
Cameron Martin
Board Member
On filings since 2023
1 hr/week
No compensation reported
Charles Barbera
Board Member
On filings since 2024
1 hr/week
No compensation reported
Allen Davidheiser Jr Non Voting
Associate Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Matt Breyer Non Voting
Associate Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (4)
- Former: David L. Lekites (2020–2024) — Board Member
- Former: Clark D. Caughey (2020–2023) — Board Member
- Former: John Faust (2020–2023) — Former President & CEO
- Former: Anita Rohrback (2020) — Executive Vice President & COO
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 $1.0M, to Rick Patel (President/CEO). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Diamond Credit Union
How much does Diamond Credit Union give each year?
Diamond Credit Union gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $18K across 1 grant.
How large is Diamond Credit Union?
Diamond Credit Union reported $1.2B in total assets on its 2025 IRS Form 990. Its revenue that year was $76.5M.
Where does Diamond Credit Union operate?
Diamond Credit Union has awarded grants in Pennsylvania.
What is Diamond Credit Union's EIN?
Diamond Credit Union's EIN (Employer Identification Number) is 23-1320654. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Diamond Credit Union by hand.
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Browse active grant opportunities in Diamond Credit Union's focus areas in our free grants database
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