Midflorida Credit Union
Midflorida Credit Union is committed to delivering personalized financial solutions while making banking simple, secure and convenient for all of our members.
Midflorida Credit Union at a glance
In short: Midflorida Credit Union gave $251K across 8 grants in 2024 (avg $31K), mostly in Florida. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $251,083
- Grants made (2024)
- 8
- Average grant
- $31,385
- Median grant
- $17,500
- Total assets
- $8,142,679,220
- +8.2% vs 2023
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Midflorida Credit Union funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Polk Education Foundation ($90K). Together the top 8 received $251K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 6 grants of 8 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 8 grants totaling $251K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Polk Education Foundation Bartow, FL | Providing Financial Resources for Higher Education. | $90,083 |
| Southeastern University Lakeland, FL | Paying for College Series. | $75,000 |
| Southeastern Credit Union Foundation Tallahassee, FL | Community Development. | $20,000 |
| Florida Polytechnic University Foundation Lakeland, FL | Presidential Ambassadors Program. | $20,000 |
| Polk Ecumenical Action Council for Empowerment Lakeland, FL | Community Development. | $15,000 |
| Highlands County Education Foundation Sebring, FL | Providing Financial Resources for Higher Education. | $13,500 |
| United Way of Central Florida Highland City, FL | 2024 Day of Caring Event. | $10,000 |
| South Florida State College Foundation Avon Park, FL | Help Promote Higher Education. | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $8,142,679,220 | $497,221,275 | $387,467,531 | $251,083 | 8 | $51,855,000 |
| 2023 | $7,523,425,888 | $407,757,981 | $307,709,900 | — | — | $26,686,178 |
| 2022 | $6,612,347,991 | $312,549,911 | $222,811,814 | — | — | $15,193,724 |
| 2021 | $6,049,933,825 | $278,382,544 | $169,567,552 | — | — | $10,202,571 |
| 2020 | $5,118,967,278 | $253,930,280 | $201,783,472 | — | — | $13,834,108 |
| 2019 | $4,422,009,998 | $222,035,479 | $159,512,531 | — | — | $15,978,512 |
About Midflorida Credit Union
Based on IRS filings
Midflorida Credit Union is a public charity, based in Lakeland, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $8.1B in total assets. In 2024, it awarded 8 grants totaling $251K. Net investment income was $51.9M.
Leadership & Key People
Officers and directors from IRS filings
Midflorida Credit Union is led by Hugh Dailey, CEO Southeast Trustee & Special Asset Manager since 2024 (on filings since 2019); 23 of 26 officers listed in 2024 are compensated.
Officers on the 2024 filing
Hugh Dailey
CEO Southeast Trustee & Special Asset Manager
N Centrl Fl Mkt President → CEO Se Trustspecial Assistant Manager, 2022
CEO Se Trustspecial Assistant Manager → CEO Southeast Trustee & Special Asset Manager, 2024
On filings since 2019
34 hrs/week
$381K (2019) → $369K (2024)
Steve Moseley
President & CEO
New on the 2024 filing
40 hrs/week
$1.3M (2024)
Acie Forrer
Sw Florida Market President
Sw Fl Mkt President → Sw Florida Market President, 2024
On filings since 2019
40 hrs/week
$248K (2019) → $372K (2024)
Cameron L. Brock
Svpii Commercial Relationship Officer
Svpii Business Services → Svpii Commercial Relationship Officer, 2024
On filings since 2019
40 hrs/week
$222K (2019) → $315K (2024)
Chester A. Brojek
Board Vice Chairperson
Treasurer → Vice Chairman, 2023
Vice Chairman → Board Vice Chairperson, 2024
On filings since 2019
1 hr/week
$6K (2024)
Christopher David
Executive Vice President & Chief Operations Officer
COO → Executive Vice President & Chief Operations Officer, 2024
On filings since 2019
40 hrs/week
$296K (2019) → $528K (2024)
Christopher Geiger
Board Chariperson
Vice Chairman → Chairman, 2023
Chairman → Board Chariperson, 2024
On filings since 2019
1 hr/week
$13K (2024)
Dan Pierce
Board Secretary
Director → Secretary, 2023
Secretary → Board Secretary, 2024
On filings since 2019
1 hr/week
$9K (2024)
Darrell L. Jensen
Board Member
Vice Chairman → Director, 2021
Director → Board Member, 2024
On filings since 2019
1 hr/week
$6K (2024)
Gary I. Ruhle
Board Member
Chairman → Director, 2021
Director → Board Member, 2024
On filings since 2019
1 hr/week
$8K (2024)
Harry R. Williams
Board Member
Treasurer → Director, 2021
Director → Board Member, 2024
On filings since 2019
1 hr/week
$14K (2024)
James R. Haggins
Chief of Collections
Chief of Risk Mgmnt → Chief of Collections, 2023
On filings since 2019
40 hrs/week
$228K (2019) → $357K (2024)
Jill H. Davis
Chief Marketing Officer
On filings since 2019
40 hrs/week
$261K (2019) → $365K (2024)
John J. Upperco
Board Memebr
Chairman → Director, 2023
Director → Board Memebr, 2024
On filings since 2019
1 hr/week
$17K (2024)
Lori A. Katz
Svpii Commercial Loan Administrator
Svpii Commerical Loan Manager → Svpii Commercial Loan Administrator, 2024
On filings since 2019
40 hrs/week
$169K (2019) → $275K (2024)
Michael H. Cheeseman
Chief Analytics Officer
CAO → Chief Analytics Officer, 2024
On filings since 2019
40 hrs/week
$239K (2019) → $375K (2024)
Shirley Pellarchy
Board Member
Chairman → Director, 2022
Director → Board Member, 2024
On filings since 2019
1 hr/week
$9K (2024)
Sterling Grubbs
Executive Vice President & Chief Lending Officer
Chief Mortg Svcs → Chief Lending Officer, 2022
Chief Lending Officer → Executive Vice President & Chief Lending Officer, 2024
On filings since 2019
40 hrs/week
$249K (2019) → $572K (2024)
Timothy Lysak
Chief Information Officer
Vice President It Infastructure → Chief Info Officer, 2021
Chief Info Officer → Chief Information Officer, 2024
On filings since 2019
40 hrs/week
$105K (2019) → $326K (2024)
Timothy S. Staley
Chief Commercial Lending
Orlando Market President → Chief Commercial Lending, 2023
On filings since 2019
40 hrs/week
$194K (2019) → $428K (2024)
Vanessa L. Hernandez
Chief Retail Delivery
On filings since 2019
40 hrs/week
$190K (2019) → $328K (2024)
Zelda V. Abram
Executive Vice President & Chief Financial Officer
CFO → Executive Vice President & Chief Financial Officer, 2024
On filings since 2019
40 hrs/week
$316K (2019) → $572K (2024)
David Boehling
Senior Vice President & Private Client Officer
Senior Vice President Private Client Officer → Senior Vice President & Private Client Officer, 2024
On filings since 2020
40 hrs/week
$392K (2020) → $251K (2024)
Donald Williams Sr.
Board Member
Director → Board Member, 2024
On filings since 2019
1 hr/week
No compensation reported
Kenneth J. Heubusch
Board Member
Vice Chairman → Director, 2022
Director → Board Member, 2024
On filings since 2019
1 hr/week
No compensation reported
Nick Sudzina
Board Treasurer
Secretary → Treasurer, 2023
Treasurer → Board Treasurer, 2024
On filings since 2019
1 hr/week
No compensation reported
Former officers (123)
- Former: Connie Milito (2019–2023) — Supervisory Committee
- Former: Debra Thomas (2019–2023) — Assistant Manager Collections
- Former: Donna S. Brown (2019–2023) — Chief Audit & Compliance
- Former: Kathryn L. Ashmore (2019–2023) — Supervisory Committee
- Former: Samuel S. Moseley (2019–2023) — Presidentceo
- Former: Terrence McGriff (2019–2023) — Chairman Sup Committee
- Former: Jeffrey Baker (2020–2023) — N Central Fl Mkt President
- Former: Sarita Guillory (2021–2023) — Supervisory Committee
- Former: Camille Blake (2023) — Supervisory Committee
- Former: Curtis Beals (2023) — Developer II
- Former: Elsie Sellers (2023) — Inside Mtg Loan Originator
- Former: Nathan Slagle (2023) — Inside Mtg Loan Originator
- Former: Wendy Diaz Berrios (2023) — Inside Mtg Loan Originator
- Former: David S. Hand (2019–2022) — Executive Vice President Commercial Lending
- Former: Duane K. Jones (2019–2022) — President Emeritus
- Former: Kindra Walker (2019–2022) — Assistant Vice President Mtg Loan Officer
- Former: Lison Maurer (2019–2022) — Assistant Vice President Outside Mtg Sales
- Former: Michelle R. Garrett (2019–2022) — Svpii Business Banking
- Former: Nancy J. Irvin (2019–2022) — Chief Human Resources
- Former: Dennis R. Pershing (2019–2021) — Executive Vice President Consumner Lending
- Former: Derrik Hall (2019–2021) — Supervisory Committee
- Former: Donna Oakley (2019–2021) — Vice President Mtg Lending
- Former: Troy Manz (2019–2021) — Vice President Mtg Lending
- Former: William Allbritton (2021) — Highlands Mkt President
- Former: Aaron M. Lefkowitz (2019–2020) — Vice President Business Svcs
- Former: Amanda Cox (2019–2020) — Senior Vice President Compliance Officer
- Former: Amy L. Hampton (2019–2020) — Vice President Business Services
- Former: Andrew S. Wyman (2019–2020) — Vice President Newtwok Administrator
- Former: Ashley Wyman (2019–2020) — Senior Vice President Retil Innov & Proj Manager
- Former: Bianca Bell (2019–2020) — Vice President Internal Audit
- Former: Brian Franklin Palmer (2019–2020) — Svpi Human Resources
- Former: Brian Miller (2019–2020) — Assistant Vice President Inside Mtg Originator
- Former: Bridgitte Hawkins (2019–2020) — Svpi Internal Audit
- Former: Candace Glewen (2019–2020) — Svpi Business Svc
- Former: Carrie L. Burns (2019–2020) — Vice President Bsa Compliance
- Former: Christopher M. Zampino (2019–2020) — Svpi Development
- Former: Christopher Robertson (2019–2020) — Svpii Support Svc
- Former: Daniel Evans (2019–2020) — Assistant Vice President Senior Underwriter
- Former: David Denyer (2019–2020) — Former CFO
- Former: Deborah G. Hill (2019–2020) — Svpi Consumer Loan Manager
- Former: Florange Hidlago (2019–2020) — Vice President Service Manager
- Former: James F. Whitten III (2019–2020) — Senior Vice President Dealer Director
- Former: Jason Calvo (2019–2020) — Vice President Second Mtg
- Former: Jill C. Buchanan (2019–2020) — Svpii Mtg Sales Manager
- Former: Jill Simmons (2019–2020) — Vice President Bus Services
- Former: Joanna Ingram (2019–2020) — Svpi Marketing
- Former: Joe H. Harrell (2019–2020) — Svpi Sub Prime Lending
- Former: John D. McCullough (2019–2020) — Senior Vice President Retail Bus Serv
- Former: John J. King (2019–2020) — Chief Fintech
- Former: Johnny Cole (2019–2020) — Vice President Systems Administrator Los
- Former: Joshua L. Bagg (2019–2020) — Vice President It
- Former: Kevin Crouse (2019–2020) — Chairman Supervisory Committee
- Former: Kimberly Heintz (2019–2020) — Assistant Vice President Branch Manager
- Former: Laura Nelson (2019–2020) — Assistant Vice President Insude Mtg Originator
- Former: Lawrence Hart (2019–2020) — Calling Office II
- Former: Lisa Thomas (2019–2020) — Svpi Regional Manager
- Former: Marta E. Negron (2019–2020) — Svpii Regional Manager
- Former: Matthew Holland (2019–2020) — Developer III
- Former: Michael E. Brian (2019–2020) — Svpii Dealer Director
- Former: Misty D. Peacock (2019–2020) — Svpii Lending
- Former: Noel Kelso (2019–2020) — Vice President Enterprise Manager
- Former: Patricia Spurlin (2019–2020) — Vice President Consumer Lending
- Former: Priscilla M. Okelley (2019–2020) — Svpi Business Services
- Former: Richard Green (2019–2020) — Outside Mtg Sales
- Former: Richard Maier (2019–2020) — Vice President Fraud Inestigator
- Former: Richard Royal (2019–2020) — Assistant Vice President Inside Mtg Originator
- Former: Ronald P. Kidd (2019–2020) — Svpii Lending
- Former: Ryan C. Rogers (2019–2020) — Svpi Regional Manager
- Former: Sheila Lafont (2019–2020) — Assistant Vice President Branch Manager
- Former: Sheila M. Garren (2019–2020) — Svpi Mtg Lending
- Former: Stephanie Catlett (2019–2020) — Vice President Mtg Compliance
- Former: Stephen Davis (2019–2020) — Svpi Collections
- Former: Teresa G. Benoit-Hillier (2019–2020) — Senior Vice President Credit Card Prod Manager
- Former: Theresa C. Obrien (2019–2020) — Svpi Mtg Lending
- Former: Tom John Martin (2019–2020) — Vice President Calling Officer
- Former: Tracey Thompson (2019–2020) — Assistant Vice President Branch Manager
- Former: Valerie Dollison (2019–2020) — Svpi Regional Manager
- Former: Wayne Blackshear (2019–2020) — Vice President Development
- Former: Alicia Rudd (2020) — Svpii Regional Manager
- Former: Amanda Jones (2020) — Svpi Support Services
- Former: Andrea Railey (2020) — Svpi Card Services
- Former: Angela Dansby (2020) — Vice President Cash & Treasury Mgmnt
- Former: Anna Beglaryan (2020) — Vice President Bus Svc Committee Ln Offcr
- Former: Brian Smith (2020) — Vice President Database Manager
- Former: Bryan Storlie (2020) — Svpi Automation
- Former: Carol Eddy (2020) — Svpi Payment Processing
- Former: Cassandra Conrad (2020) — Vice President Compliance
- Former: Craig Carpenter (2020) — Vice President Bus Srvc Committee Ln Offcr
- Former: Danielle Lucius (2020) — Insude Mtg Loan Originator
- Former: Deanna Bullock (2020) — Vice President Loans Plus Manager
- Former: Edward Gerrits (2020) — Svpi Bus Srvces Committee Ln Offcr
- Former: Eric Eberhardt (2020) — Svpi Bus Services
- Former: Galinda Flemming (2020) — Outside Mtg Sales
- Former: Gearry Russell (2020) — Insude Mtg Loan Originator
- Former: James McGuire (2020) — Svpi Bus Svc Committee Ln Offcr
- Former: James Mitchell (2020) — Assistant Vice President Field Construct Manager
- Former: James Murphy (2020) — Senior Vice President Private Banker
- Former: Jason Doerr (2020) — Vice President Consumer Loan
- Former: Jay Markey (2020) — Insude Mtg Ln Originator
- Former: Jeffrey Stafford (2020) — Senior Vice President Automation
- Former: Jennifer Stewart (2020) — Vice President Trainer
- Former: John Tight (2020) — Vice President Bus Srvcs Committee Ln Offcr
- Former: Justin Head (2020) — Vice President Bus Srvc Committee Ln Offcr
- Former: Kimberly Fell (2020) — Private Client Lender
- Former: Maria Fulford (2020) — Inside Mtg Ln Orginator
- Former: Matthew Newcomer (2020) — Developer III
- Former: Michael Sheets (2020) — Vice President Bus Services Committee Ln Offcr
- Former: Michelle Whitehead (2020) — Inside Mtg Loan Originator
- Former: Nancy Little (2020) — Assistant Vice President Outside Mtg Offcr
- Former: Nicole Hartman (2020) — Help Desk Manager
- Former: Pepper Kinzer (2020) — Outside Mtg Sales
- Former: Raymond Sargent (2020) — Assistant Vice President Senior Underwriter
- Former: Sharla Greene (2020) — Vice President Consumer Lending
- Former: Stephen Parker (2020) — Svpi Loan Plus Manager
- Former: Susannah Preece (2020) — Vice President Mtg Processing
- Former: Teresa Lukas (2020) — Vice President Mtg Originator
- Former: Tina Wilson (2020) — Vice President Area Manager
- Former: Yamilet Contreras (2020) — Svpi Controller
- Former: Henry A. Todd (2019) — Vice President Business Svc
- Former: Jasmin Roe (2019) — Vice President Small Bus Banking
- Former: Jason Weckoski (2019) — Assistant Vice President Senior Underwriter
- Former: Jill Elise Knapp (2019) — Vice President Business Services
- Former: Terry K. Bush (2019) — Vice President Business Services
Data from IRS Form 990 filings, 2019–2024. "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
The highest reported compensation on the 2024 filing was $1.3M, to Steve Moseley (President/CEO). 23 officers or directors reported compensation on that filing.
Frequently asked questions about Midflorida Credit Union
How much does Midflorida Credit Union give each year?
Midflorida Credit Union gave $251K across 8 grants in 2024, according to its 2024 IRS Form 990.
What is Midflorida Credit Union's typical grant size?
Midflorida Credit Union's median grant in 2024 was $17,500, and its average grant was $31,385, across 8 grants on its 2024 IRS Form 990.
Where does Midflorida Credit Union give grants?
Midflorida Credit Union gives mostly in Florida: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Lakeland, FL (3 grants).
Does Midflorida Credit Union give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Midflorida Credit Union's 2024 IRS Form 990 were described as general or operating support.
Who are Midflorida Credit Union's largest grantees?
Midflorida Credit Union's largest 2024 grantees include Polk Education Foundation ($90,083), Southeastern University ($75,000) and Southeastern Credit Union Foundation ($20,000), according to its 2024 IRS Form 990. Together they received 74% of its itemized 2024 grant dollars.
How large is Midflorida Credit Union?
Midflorida Credit Union reported $8.1B in total assets on its 2024 IRS Form 990. Its revenue that year was $497.2M.
What is Midflorida Credit Union's EIN?
Midflorida Credit Union's EIN (Employer Identification Number) is 59-6194363. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS August 31, 2020)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in Florida
Florida Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Midflorida Credit Union's focus areas in our free grants database
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Funders with grantees in common
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The funding of local tax exempt organizations engaged in services for veterans, homeless, elderley, and mentally ill individuals.
Assets
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Polk Sheriff's Charities Inc
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Midflorida Credit Union down — hundreds of funders to go?