Harborstone Credit Union
THE CREDIT UNION IS A WORLD CLASS FINANCIAL INSTRITUTION THAT BUILDS TRUST AS IT ASSISTS MEMBERS IN ACHIEVING FINANCIAL WELL BEING THROUGH INNOVATIVE SOLUTIONS THAT FOSTER THRIVING COMMUNITIES AND ECONOMIC VITALITY.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1B
+10.6% YoY
Annual Giving
$516K
+36.9% YoY
Grant Count
16
-5.9% YoY
Avg Grant Size
$32K
+45.4% YoY
About Harborstone Credit Union
Based on IRS filings
Harborstone Credit Union is a nonprofit organization, based in TACOMA, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1B in total assets. In 2024, it awarded 16 grants totaling $516K. Net investment income was $23.2M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,109,617,653 | $1,907,287,967 | $1,861,434,553 |
| Revenue | $122,675,100 | $93,110,698 | $76,742,957 |
| Expenses | $111,921,139 | $86,011,707 | $62,794,019 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $23,182,311 | $11,614,888 | $7,591,430 |
| 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 10 recipients in 2024
Grant Size Distribution
81 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Business Impact Nw (seattle Economic Development) ($163,500), Junior Achievement of Washington ($57,000), Uw Foster School of Business ($52,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BUSINESS IMPACT NW (SEATTLE ECONOMIC DEVELOPMENT) SEATTLE, WA | SPONSORSHIP FOR SUPPORTING SMALL BUSINESS AND WA STATE GRADUATES STARTING THEIR OWN | $163,500 |
| JUNIOR ACHIEVEMENT OF WASHINGTON SEATTLE, WA | CREATING A STOREFRONT TO SUPPORT AND EDUCATE YOUTH ON FINANCIAL SERVICES | $57,000 |
| UW FOSTER SCHOOL OF BUSINESS SEATTLE, WA | SPONSORSHIP FOR BOARD FELLOW PROGRAM | $52,500 |
| CU STRATEGIC PLANNING TACOMA, WA | GRANT TO SUPPORT EPA GREEN GAS REDUCTION | $50,000 |
| JBLM DFMWR (DIRECTORATE OF MORALE WELFARE AND RECREATION) JOINT BASE LEWISMCCHOR, WA | SPONSORING JBLM 2024 AIRSHOW | $42,015 |
| SOUND OUTREACH TACOMA, WA | HELP LOW INCOME COMMUNITIES THROUGH FINANCIAL COACHING, SERVICES AND JOB TRAINING | $30,000 |
| SKAGIT VALLEY TULIP FESTIVAL MOUNT VERNON, WA | SPONSORSHIP TO SUPPORT LOCAL FARMS IN COLLABORATION WITH SAVIBANK | $20,000 |
| PIKE PLACE MARKET FOUNDATION SEATTLE, WA | DONATION TO SUPPORT LOW INCOME NEIGHBORS BY FUNDRAISING AND COMMUNITY BUILDING | $20,000 |
| UNITED WAY OF PIERCE COUNTY TACOMA, WA | POVERTY TO POSIBILITIES GAME CHANGES SPONSORSHIP | $15,260 |
| LAKEWOOD MULTICULTURAL COALITION LAKEWOOD, WA | PLEDGE TO SUPPORT DIVERSITY IN OUT COMMUNITIES | $13,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEOFF BULLOCK | PRESIDENT & CEO | 40 | $1,083,677 |
| STEVE CROSBY | SR VP COO (LEFT 07/2024) | 40 | $1,092,550 |
| ROBERT LUETTJOHANN | SR VP CLO | 40 | $330,799 |
| THERESA WALYOR | SR VP CIO | 40 | $305,867 |
| MARK FAIRBANKS | SR VP CFO | 40 | $286,018 |
| TIM HOEFEL | SR VP CRO | 40 | $291,180 |
| SCOTT BECKWITH | VP BUSINESS BANKING | 40 | $202,879 |
| CONNOR LEWIS | VP STRATEGIC INITIATIVES | 40 | $198,399 |
| BONN VALERA | VP RETAIL | 40 | $169,468 |
| HEATHER HEALEA | VP CONSUMER LENDING | 40 | $173,329 |
| SCOTT HIGGINS | VP BUSINESS BANKING | 40 | $183,438 |
| JIMESE HARKLEY | SVP CCEO | 40 | $136,681 |
| DOLORES BROESKE | SVP CPO | 40 | $71,504 |
| ANN ANDERSON | VICE CHAIR | 2 | $39,771 |
| FRANKLIN DONAHOE | DIRECTOR | 2 | $37,537 |
| SHELLIE WILLIS | SECRETARY | 2 | $36,484 |
| LINDA CRANE NELSEN | DIRECTOR | 2 | $32,413 |
| RICK STEVENS | CHAIR | 2 | $31,735 |
| MICHAEL GEDEON | DIRECTOR | 2 | $22,174 |
| IVAN BARRON | DIRECTOR | 2 | $19,301 |
| JAMES BUCK | DIRECTOR | 2 | $16,341 |
| BONNIE KERN | DIRECTOR | 2 | $15,866 |
Frequently Asked Questions
How large is Harborstone Credit Union?
As of 2024, Harborstone Credit Union holds $2.1B in total assets with $122.7M in annual revenue. It awarded 16 grants totaling $516K in 2024.
Where does Harborstone Credit Union operate?
Harborstone Credit Union has awarded grants in New York, Washington.
What size grants does Harborstone Credit Union award?
In 2024, Harborstone Credit Union awarded 16 grants totaling $516K — an average of about $32K per grant, based on its IRS Form 990 filings.
What is Harborstone Credit Union's EIN?
Harborstone Credit Union's EIN (Employer Identification Number) is 91-0659059. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Harborstone Credit Union's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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