Numerica Credit Union
Numerica Credit Union is a state-chartered credit union and 501(c)(14) nonprofit financial institution headquartered in Spokane Valley, Washington. Founded in 1937, the organization has been tax-exempt since July 1954. Numerica serves approximately 170,000-173,624 members across Eastern Washington, Central Washington, and North Idaho, providing comprehensive financial services including mortgages, business loans, checking and savings accounts, credit cards, and digital banking services. The credit union is federally insured by NCUA and operates as an Equal Housing Opportunity lender.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.0B
+1.8% YoY
Annual Giving
$861K
+28.2% YoY
Grant Count
52
+20.9% YoY
Avg Grant Size
$17K
+6.0% YoY
Mission & Focus Areas
Numerica's mission is to empower members through comprehensive financial services, community support, and a commitment to enhancing lives and building stronger communities. The organization invests earnings toward these community-focused goals.
In recent years, Numerica has aligned its philanthropic efforts with Numerica CARES for Kids, a strategic initiative focusing resources on organizations that uplift children and families. Beyond this priority, the organization supports nonprofits working in education, women and children's services, hunger and homelessness alleviation, and human services.
Grantmaking
Numerica distributes grants through its annual **Numerica Charitable Fund**, which is funded by member contributions through the Skip a Pay program—a voluntary program available on certain qualified loans.
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Geographic Focus
Where this funder awards grants
Numerica's grantmaking focuses primarily on Washington and Idaho, with particular emphasis on:
- Eastern Washington
- Central Washington
- North Idaho
- Spokane Valley and Spokane area
- Tri-Cities region (Benton-Franklin)
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $4.0 billion
- Total Revenue: $255 million
- Total Expenses: $223 million
- Total Liabilities: $3.63 billion
As of December 2023:
- Total Assets: $3.93 billion
- Total Revenue: $225.6 million
- Total Expenses: $193.0 million
- Employees: 820
Executive Compensation (most recent filing): $9,060,891
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,000,919,961 | $3,929,763,160 | $3,779,281,652 |
| Revenue | $255,238,984 | $225,568,834 | $175,521,623 |
| Expenses | $222,712,246 | $193,004,884 | $139,888,212 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $24,864,422 | $18,167,512 | $7,980,528 |
| 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
197 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Carla Cicero — President & CEO
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WES MORTENSEN | CHAIR | 8 | $33,616 |
| YVONNE SMITH | VICE CHAIR | 8 | $24,798 |
| SCOTT PLUMB | SECRETARY | 8 | $30,178 |
| ADAM BENSON | DIRECTOR | 8 | $18,604 |
| SCOTT CLARK | DIRECTOR | 8 | $14,212 |
| RON HUPP | DIRECTOR | 8 | $24,812 |
| GLORIA OCHOA-BRUCK | DIRECTOR | 8 | $15,746 |
| CHRISTINA KAMKOSI | DIRECTOR | 8 | $18,895 |
| CHRIS MEYER | DIRECTOR | 8 | $12,538 |
| SUSAN NIELSEN | DIRECTOR | 8 | $26,163 |
| CARLA CICERO | PRESIDENT/CEO | 40 | $1,044,710 |
| GREG HANSEN | CHIEF CREDIT OFFICER | 40 | $506,202 |
| KELLEY FERGUSON | CHIEF ADMINISTRATION OFFICER | 40 | $550,794 |
| BEN RICHARDSON | CHIEF FINANCIAL OFFICER | 40 | $484,188 |
| TRAVIS SIMPSON | CHIEF RETAIL & DIGITAL OFFICER | 40 | $590,919 |
| KENNETH PLANK | EVP LENDING | 40 | $447,572 |
| KIM PEARMAN-GILLMAN | SVP EQUITY & COMMUNITY DEVELOPMENT | 40 | $259,351 |
| TROY CLUTE | SVP CONSUMER LENDING | 40 | $328,186 |
| KAYCEE MURRAY | SVP INFORMATION TECHNOLOGY | 40 | $307,482 |
| JOSHUA MELCHER | SVP OF BUSINESS SERVICES | 40 | $315,162 |
| LINDSEY SKINFILL | SVP ORGANIZATIONAL PEOPLE POTENTIAL | 40 | $316,347 |
| MARK FOX | SVP PAYMENTS, OPS & CASH MANAGEMENT | 40 | $295,187 |
| KAREN WEIS | SVP RISK | 40 | $228,191 |
| JENNIFER O'CALLAGHAN | SVP MARKETING | 40 | $297,443 |
| NANCY ALMOND | NFS PRESIDENT | 40 | $298,582 |
| JACLYN CLABBY | SVP ORGANIZATIONAL GENERAL COUNSEL | 40 | $308,399 |
| ANDY STIRLING | SVP RETAIL EXPERIENCE | 40 | $306,981 |
| RYAN BERNARD | SVP COMMERCIAL CREDIT & OPERATIONS | 40 | $259,351 |
| JAMES NUMATA | SVP RISK | 40 | $183,838 |
| NATHAN HICKMAN | SVP DIGITAL EXPERIENCE & ENGAGEMENT | 40 | $243,873 |
| DAVID FITZMAURICE | SVP FINANCIAL TREASURER | 40 | $296,915 |
| BRYCE CHAMBERLIN | VP PRIVATE BANKING | 40 | $271,447 |
| DANIEL PEARSE | VP REGIONAL COMMERCIAL BANKING | 40 | $278,365 |
| DANIEL REHM | VP COMMERCIAL BANKING | 40 | $255,881 |
| AARON NORRIS | FINANCIAL ADVISOR | 40 | $503,282 |
Recent News & Activity
Recent developments and announcements
Numerica has expanded its charitable giving in recent years, with annual distributions increasing from $300,000 (2022) to $372,000 (2024). The organization announced its strategic philanthropic initiative, **Numerica CARES for Kids**, in 2023, signaling a shift toward concentrated support for organizations serving children and families in crisis situations, particularly those addressing homelessness, food insecurity, and educational access.
Numerica Credit Union | 2023 Numerica Charitable Fund recipientsThe organization presents grants to nonprofits through creative, personalized announcements—in 2022 using customized retro viewfinders and in 2023 using customized mini ATMs to reveal grant amounts to recipients.
$372,000 Granted To Nonprofits Through 2024 Numerica Charitable Fund - TheRelated Funders
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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