Diamond Credit Union logo

Diamond Credit Union

Public charity · Grantmaker Pottstown, PA EIN: 23-1320654 Website

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.

Diamond Credit Union at a glance

In short: Diamond Credit Union gave $20K across 1 grant in 2025 (avg $20K), mostly in Pennsylvania. Source: 2025 IRS Form 990.

Annual giving (2025)
$20,472
+13.5% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$20,472
+13.5% vs 2024
Median grant
$20,472
Total assets
$1,182,815,387
+11.8% vs 2024
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Diamond Credit Union funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Diamond Charitable Foundation: $20KDiamond Charitable Foundation$20K

The largest 2025 recipient was Diamond Charitable Foundation ($20K).

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Pottstown

How Diamond Credit Union gives

  • Giving grew 172% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants2020 0 grants2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2022 to 2025, annual grant giving ranged from $8K (2022) to $26K (2023). In 2025 it made 1 grant totaling $20K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Diamond Charitable Foundation Pottstown, PACosts of Professional Services$20,472
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$1,182,815,387$76,524,064$65,589,030$20,4721$14,537,757
2024$1,058,174,168$67,968,143$61,046,829$18,0421$10,739,346
2023$974,020,333$57,604,066$49,767,908$25,7211$7,214,686
2022$950,632,179$46,587,819$41,003,562$7,5281$2,932,852
2021$922,377,479$42,054,203$35,180,178——$1,981,446
2020$806,835,238$39,376,306$36,481,135——$2,205,946

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.

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

Rick Patel — President/CEO: $1.0MRick PatelPresident/CEO$1.0MAdam Hartzell — Financial Advisor: $572KAdam HartzellFinancial Advisor$572KLori Levengood — EVP/CLO: $506KLori LevengoodEVP/CLO$506KTodd Rothenberger — SVP/Chief Marketing Office: $497KTodd RothenbergerSVP/Chief Marketing Office$497KJames Daly III — SVP/CIO: $300KJames Daly IIISVP/CIO$300KBarbara Mitchell — SVP/CFO: $280KBarbara MitchellSVP/CFO$280KJennifer McKee — SVP/COO and in-House Legal: $278KJennifer McKeeSVP/COO and in-House Legal$278KSteve Markley — Chief Business Officer: $272KSteve MarkleyChief Business Officer$272K

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.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2023)
  2. Updated Form 990 for fiscal year 2023 (received by the IRS November 12, 2024)
  3. Updated Form 990 for fiscal year 2024 (received by the IRS August 6, 2025)
  4. Added Form 990 for fiscal year 2025 (received by the IRS August 27, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Diamond Credit Union'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.

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