Dort Financial Credit Union
OPENING DOORS TO OUR MEMBERS BY PROVIDING QUALITY FINANCIAL SERVICES.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
About Dort Financial Credit Union
Based on IRS filings
Dort Financial Credit Union is a nonprofit organization, based in GRAND BLANC, MI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.3B in total assets. In 2024, it awarded 4 grants totaling $53K. Net investment income was $12.4M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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
Among its reported 2024 grants, the largest include Ymca of Greater Flint ($19,000), Hopewell Fund ($15,000), Catholic Charities ($11,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Charities Flint, MI | Community Partnership | $11,500 |
| YMCA OF GREATER FLINT Flint, MI | Community Partnership | $19,000 |
| PALM BEACH COUNTY POLICE BENEVOLENT ASSOC WEST PALM BEACH, FL | COMMUNITY PARTNERSHIP | $7,500 |
| Hopewell Fund Washington, DC | Community Partnership | $15,000 |
Leadership & 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 |
Frequently Asked Questions
How large is Dort Financial Credit Union?
As of 2024, Dort Financial Credit Union holds $2.3B in total assets with $156.7M in annual revenue. It awarded 4 grants totaling $53K in 2024.
Where does Dort Financial Credit Union operate?
Dort Financial Credit Union has awarded grants in District of Columbia, Florida, Michigan.
What size grants does Dort Financial Credit Union award?
In 2024, Dort Financial Credit Union awarded 4 grants totaling $53K — an average of about $13K per grant, based on its IRS Form 990 filings.
What is Dort Financial Credit Union's EIN?
Dort Financial Credit Union's EIN (Employer Identification Number) is 38-1440283. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Dort Financial Credit Union's focus areas in our free grants database
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Burroughs Memorial Trust
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Merkley Charitable Trust
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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