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.
Key facts about Harborstone Credit Union
In short: Harborstone Credit Union gave $516K across 16 grants in 2024 (avg $32K), mostly in Washington. 31% of 2024 grantees were new. Source: 2024 IRS Form 990 filing.
- EIN
- 91-0659059
- Latest 990 filing
- Form 990 filing, 2024
- Annual giving (2024)
- $515,725
- Grants made (2024)
- 16
- Average grant
- $32,233
- Median grant
- $17,630
- New grantees (estimate)
- 31% first-time grantees (5 of 16, 2024)
- Total assets
- $2,109,617,653
- Primary geography
- Washington (98% of itemized 2024 grant dollars)
Data from IRS Form 990 filing, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Quick answers about Harborstone Credit Union
How much does Harborstone Credit Union give each year?
Harborstone Credit Union gave $516K across 16 grants in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $377K across 17 grants.
What is Harborstone Credit Union's typical grant size?
Harborstone Credit Union's median grant in 2024 was $17,630, and its average grant was $32,233, across 16 grants on its 2024 IRS Form 990 filing. Organizations receiving their first grant from Harborstone Credit Union that year got $25K on average.
Where does Harborstone Credit Union give grants?
Harborstone Credit Union gives mostly in Washington: 98% of the grant dollars itemized on its 2024 IRS Form 990 filing went to recipients there. The most frequent recipient cities were Seattle, WA (7 grants) and Tacoma, WA (3 grants).
Does Harborstone Credit Union give general operating support?
Not in 2024: none of the 16 grants with a stated purpose on Harborstone Credit Union's 2024 IRS Form 990 filing were described as general or operating support.
Who are Harborstone Credit Union's largest grantees?
Harborstone Credit Union's largest 2024 grantees include Business Impact NW (Seattle Economic Development) ($163,500), Junior Achievement of Washington ($57,000) and Uw Foster School of Business ($52,500), according to its 2024 IRS Form 990 filing. Together they received 53% of its itemized 2024 grant dollars.
Is Harborstone Credit Union open to new grantees?
31%
first-time grantees, 2024
In 2024, 5 of 16 grantees (31%) were first-time recipients. First grants averaged $25K; repeat grants $35K. How we count
Medians: $20K first-time, $15K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Harborstone Credit Union
- How to evaluate Harborstone Credit Union as a funder
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Financial Overview
From 2024 IRS Form 990 filing · 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.
Ready to take the next step with Harborstone Credit Union?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
| 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
Harborstone Credit Union is led by Geoff Bullock, President & CEO on every filing since 2022; all 22 officers listed in 2024 are compensated.
Officers on the 2024 filing
Geoff Bullock
President & CEO
On filings since 2022
40 hrs/week
$263K (2022) → $1.1M (2024)
Rick Stevens
Chair
Director → Vice Chair, 2023
Vice Chair → Chair, 2024
On filings since 2020
2 hrs/week
$17K (2020) → $32K (2024)
Bonnie Kern
Director
On filings since 2020
2 hrs/week
$15K (2020) → $16K (2024)
Ivan Barron
Director
On filings since 2020
2 hrs/week
$17K (2020) → $19K (2024)
Linda Crane Nelsen
Director
Secretary → Director, 2023
On filings since 2020
2 hrs/week
$17K (2020) → $32K (2024)
Michael Gedeon
Director
On filings since 2020
2 hrs/week
$15K (2020) → $22K (2024)
Franklin Donahoe
Director
On filings since 2021
2 hrs/week
$19K (2021) → $38K (2024)
James Buck
Director
Vice Chair → Director, 2023
On filings since 2021
2 hrs/week
$16K (2021) → $16K (2024)
Ann Anderson
Vice Chair
Chair → Vice Chair, 2024
On filings since 2020
2 hrs/week
$21K (2020) → $40K (2024)
Scott Beckwith
Vice President Business Banking
Vice President Credit Collections → Vice President Business Sales & Service, 2023
Vice President Business Sales & Service → Vice President Business Banking, 2024
On filings since 2020
40 hrs/week
$151K (2020) → $203K (2024)
Shellie Willis
Secretary
Director → Secretary, 2023
On filings since 2020
2 hrs/week
$15K (2020) → $36K (2024)
Steve Crosby
Senior Vice President COO
Senior Vice President COO → Senior Vice President Chief Operations Officer, 2022
Senior Vice President Chief Operations Officer → Senior Vice President COO, 2023
On filings since 2020
40 hrs/week
$239K (2020) → $1.1M (2024)
Connor Lewis
Vice President Strategic Initiatives
Vice President Training Development → Vice President Strategic Initiatives, 2024
On filings since 2021
40 hrs/week
$154K (2021) → $198K (2024)
Robert Luettjohann
Senior Vice President Clo
Senior Vice President Clo → Senior Vice President Chief Lending Officer, 2022
Senior Vice President Chief Lending Officer → Senior Vice President Clo, 2023
On filings since 2021
40 hrs/week
$267K (2021) → $331K (2024)
Theresa Walyor
Senior Vice President CIO
Vice President It Systems → Senior Vice President CIO, 2023
On filings since 2022
40 hrs/week
$160K (2022) → $306K (2024)
Mark Fairbanks
Senior Vice President CFO
On filings since 2023
40 hrs/week
$181K (2023) → $286K (2024)
Tim Hoefel
Senior Vice President Cro
On filings since 2023
40 hrs/week
$128K (2023) → $291K (2024)
Bonn Valera
Vice President Retail
New on the 2024 filing
40 hrs/week
$169K (2024)
Dolores Broeske
Senior Vice President Cpo
New on the 2024 filing
40 hrs/week
$72K (2024)
Heather Healea
Vice President Consumer Lending
New on the 2024 filing
40 hrs/week
$173K (2024)
Jimese Harkley
Senior Vice President Cceo
New on the 2024 filing
40 hrs/week
$137K (2024)
Scott Higgins
Vice President Business Banking
New on the 2024 filing
40 hrs/week
$183K (2024)
Former officers (16)
- Former: Forest Hayes (2020–2023) — Senior Vice President CFO
- Former: Lisa Stirgus (2020–2023) — Senior Vice President Cxo
- Former: Michael Decius (2020–2023) — Senior Vice President CIO
- Former: Phil Jones (2020–2023) — Former President & CEO
- Former: James Greco (2021–2023) — Vice President Credit & Collections
- Former: Jay Olson (2022–2023) — Vice President Risk Management
- Former: Ramandeep Singh (2023) — Vice President Retail
- Former: Syed Faraz Hussain (2023) — Vice President Business Sales & Service
- Former: Eric Zittel (2021–2022) — Vice President Training Development
- Former: Ralph Kowal (2020–2021) — Investment Representative
- Former: Frank Donahoe (2020) — Director
- Former: Frank Marzano (2020) — Vice President Business Banking
- Former: Jim Buck (2020) — Vice Chair
- Former: Mark Smith (2020) — Vice President Business Banking
- Former: Michael Powell (2020) — Senior Vice President Clo
- Former: Ramy Atwal (2020) — Vice President Branch Member Expereince
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
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.
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 September 2026. Sourced from IRS Form 990 filings.