Dort Financial Credit Union
OPENING DOORS TO OUR MEMBERS BY PROVIDING QUALITY FINANCIAL SERVICES.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.3B
-1.1% YoY
Annual Giving
$53K
-69.7% YoY
Grant Count
4
-55.6% YoY
Avg Grant Size
$13K
-31.8% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,316,815,802 | $2,342,921,086 | $1,504,357,827 |
| Revenue | $156,681,814 | $107,618,264 | $82,148,923 |
| Expenses | $143,813,921 | $96,285,983 | $62,306,924 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $12,379,424 | $7,119,556 | $4,714,349 |
| 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 4 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Dort Financial Credit Union fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRUCE ALLAN | TREASURER | 5 | — |
| DANA STODDARD | FIRST VICE CHAIR | 5 | — |
| DIANE PIERCY | SECRETARY | 5 | — |
| DOUGLAS KIDD | SECOND VICE CHAIR | 5 | — |
| WAYNE NATZKE | CHAIRMAN OF THE BOARD | 5 | — |
| BEVERLY KITTLE | DIRECTOR | 5 | — |
| JEFF SELLS | DIRECTOR | 5 | — |
| BRIAN WALDRON | PRESIDENT/CEO | 50 | $999,612 |
| JEREMY ZAGER | CHIEF FINANCIAL OFFICER | 50 | $329,012 |
| ADAM KOISHOR | CHIEF STRATEGY OFFICER | 50 | $236,608 |
| DANIEL GATFIELD | CHIEF RETAIL OFFICER | 50 | $239,021 |
| DEANA TURCOTT | CHIEF HUMAN RESOURCES OFFICER | 50 | $269,724 |
| EDWARD STERLING | CHIEF OPERATING OFFICER | 50 | $324,145 |
| MICHAEL ANDERSON | CHIEF INFORMATION SYSTEMS OFFICER | 50 | $296,521 |
| SHARON LOBO | CHIEF LENDING OFFICER | 50 | $317,148 |
| ANNA MORRIS | REGIONAL BRANCH OPS MANAGER | 37.5 | $177,736 |
| DEREK DRAKE | DIRECTOR OF ENTERPRISE RISK MANAGEMENT | 37.5 | $224,628 |
| JOSE CANO | DIRECTOR OF COMMERCIAL LENDING | 37.5 | $248,220 |
| KEVIN ALGEO | DIRECTOR OF CONSUMER LENDING | 37.5 | $180,560 |
| KEVIN CARAGAY | COMMERCIAL LENDING MANAGER | 37.5 | $186,740 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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