Numerica Credit Union
Numerica Credit Union is based in Spokane Valley, Washington, and is listed as a public charity on its Form 990 filing. The organization describes its mission as operating a credit union without profit for mutual purposes; its filing says it provides financial services to members.
Numerica Credit Union at a glance
In short: Numerica Credit Union gave $861K across 52 grants in 2024 (avg $17K), mostly in Washington. 38% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $861,187
- +28.2% vs 2023
- Grants made (2024)
- 52
- +20.9% vs 2023
- Average grant
- $16,561
- +6.0% vs 2023
- Median grant
- $12,500
- Total assets
- $4,000,919,961
- +1.8% vs 2023
- New grantees (estimate)
- 38% first-time grantees (20 of 52, 2024)
- Primary geography
- Washington (83% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Numerica Credit Union
- How to Apply
-
For Charitable Fund support, submit a funding proposal; only organizations invited by a regional committee proceed to the full application. Separate donation requests are reviewed every other month, and technology donation applications are accepted year-round.
- Contact
Mailing address: 14610 E Sprague Avenue, Spokane Valley, WA 99216-2146
Phone: (509) 462-7355
Website: https://numericacu.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Numerica Credit Union funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Greater Spokane Inc ($53K). Together the top 10 received $348K.
Grant Size Distribution
199 grants across all recorded years
The most common grant size was under $50K: 198 grants of 199 (99%).
Geographic Focus
Where this funder awards grants
Numerica’s website identifies Spokane, North Idaho, the Tri-Cities, Moses Lake, and the Wenatchee Valley as communities served by its charitable giving programs. In its 2024 filing, 83% of grant dollars went to recipients in Washington and 17% to recipients in Idaho.
Grant Distribution by State
Share of 2024 grant dollars across all 52 itemized grants.
States
Cities
Is Numerica Credit Union open to new grantees?
38%
first-time grantees, 2024
In 2024, 20 of 52 grantees (38%) were first-time recipients. First grants averaged $15K; repeat grants $18K. How we count
Medians: $11K 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $235K (2020) to $861K (2024). In 2024 it made 52 grants totaling $861K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Spokane Inc Spokane, WA | General Support | $53,025 |
| YMCA Spokane, WA | General Support | $46,700 |
| Family Promise of Spokane Spokane, WA | General Support | $37,178 |
| Second Harvest Spokane, WA | General Support | $36,000 |
| Communities in Schools Benton-Franklin Counties Kennewick, WA | General Support | $35,000 |
| Women's Resource Center Wenatchee, WA | General Support | $35,000 |
| Coeur D'Alene on Ice Coeur d'Alene, ID | General Support | $26,844 |
| Safe Passage Coeur d'Alene, ID | General Support | $26,400 |
| Grace Kitchen Pasco, WA | General Support | $26,000 |
| Hoopfest Spokane, WA | General Support | $26,000 |
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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 | $4,000,919,961 | $255,238,984 | $222,712,246 | $861,187 | 52 | $24,864,422 |
| 2023 | $3,929,763,160 | $225,568,834 | $193,004,884 | $671,979 | 43 | $18,167,512 |
| 2022 | $3,779,281,652 | $175,521,623 | $139,888,212 | $557,429 | 40 | $7,980,528 |
| 2021 | $3,458,949,167 | $166,990,031 | $125,052,660 | $669,689 | 49 | $5,709,277 |
| 2020 | $3,014,942,037 | $160,306,604 | $133,480,963 | $235,000 | 15 | $5,192,243 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The mission stated in Numerica’s filing is: “Credit union operated without profit for mutual purposes.” The filing describes its services as including real estate and other consumer and business loans, checking and savings programs, and credit cards.
The Numerica Charitable Fund prioritizes nonprofits that positively affect vulnerable youth and families through educational success, financial stability, income and earning potential, or crisis intervention and stabilization. Numerica CARES for Kids also describes support for affordable childcare and early education, trauma-informed school programs, educational support, mentorship, enrichment, basic needs, and crisis intervention.
Examples of supported organizations illustrate a range of services. Family Promise of Spokane says it works to end family homelessness in Spokane County through prevention, shelter, and stable housing programs. Vanessa Behan says it keeps children safe and strengthens families. Family Promise of North Idaho says it serves homeless children and their families. North Idaho College Foundation says it supports educational excellence and student success, including through scholarships and program resources. These are the grantees’ descriptions of their own work.
Grantmaking
Numerica’s 2024 filing reports 52 grants totaling $861,187. Individual grants ranged from $5,275 to $53,025, with a median of $12,500. The largest listed grants included Greater Spokane Inc. ($53,025), YMCA in Spokane ($46,700), Family Promise of Spokane ($37,178), and Second Harvest ($36,000); each was recorded for general support. Other listed recipients included Communities in Schools Benton-Franklin Counties ($35,000), Women’s Resource Center ($35,000), and Coeur d’Alene on Ice ($26,844).
The Charitable Fund is built from member and employee contributions together with corporate giving commitments. Its grant process has two steps: a funding proposal, followed by a full application by invitation. Regional committees review proposals and decide which organizations are invited to apply. Eligible applicants are public 501(c)(3) nonprofits supporting vulnerable youth and families in Numerica’s service area. The fund does not award event sponsorships and excludes requests for individuals or personal endeavors, schools, clubs or teams, trips or tours, labor or fraternal organizations, churches, and political or partisan groups; the website says some such requests may be made as community sponsorships.
Numerica also offers separate community donations, with stated limits of $250 for registered nonprofits serving vulnerable youth and families, $100 for registered nonprofits serving other community needs, and $50 for individual schools, teams, and clubs. Technology donations are typically made in June and December, with applications accepted year-round. Its website states that 2026 Charitable Fund applications and 2026 donation requests are closed and says to check back in early 2027 for the next periods.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Wes Mortensen as chair, Yvonne Smith as vice chair, and Scott Plumb as secretary. Directors listed are Adam Benson, Scott Clark, Ron Hupp, Gloria Ochoa-Bruck, Christina Kamkosi, Chris Meyer, and Susan Nielsen.
Numerica Credit Union is led by Carla Cicero, President & CEO on the 2024 filing; all 35 officers listed in 2024 are compensated.
Officers on the 2024 filing
Carla Cicero
President & CEO
New on the 2024 filing
40 hrs/week
$1M (2024)
Nancy Almond
Nfs President
New on the 2024 filing
40 hrs/week
$299K (2024)
Wes Mortensen
Chair
New on the 2024 filing
8 hrs/week
$34K (2024)
Adam Benson
Director
New on the 2024 filing
8 hrs/week
$19K (2024)
Chris Meyer
Director
New on the 2024 filing
8 hrs/week
$13K (2024)
Christina Kamkosi
Director
New on the 2024 filing
8 hrs/week
$19K (2024)
Gloria Ochoa-Bruck
Director
New on the 2024 filing
8 hrs/week
$16K (2024)
Ron Hupp
Director
New on the 2024 filing
8 hrs/week
$25K (2024)
Scott Clark
Director
New on the 2024 filing
8 hrs/week
$14K (2024)
Susan Nielsen
Director
New on the 2024 filing
8 hrs/week
$26K (2024)
Aaron Norris
Financial Advisor
New on the 2024 filing
40 hrs/week
$503K (2024)
Andy Stirling
Senior Vice President Retail Experience
New on the 2024 filing
40 hrs/week
$307K (2024)
Ben Richardson
Chief Financial Officer
New on the 2024 filing
40 hrs/week
$484K (2024)
Bryce Chamberlin
Vice President Private Banking
New on the 2024 filing
40 hrs/week
$271K (2024)
Daniel Pearse
Vice President Regional Commercial Banking
New on the 2024 filing
40 hrs/week
$278K (2024)
Daniel Rehm
Vice President Commercial Banking
New on the 2024 filing
40 hrs/week
$256K (2024)
David Fitzmaurice
Senior Vice President Financial Treasurer
New on the 2024 filing
40 hrs/week
$297K (2024)
Greg Hansen
Chief Credit Officer
New on the 2024 filing
40 hrs/week
$506K (2024)
Jaclyn Clabby
Senior Vice President Organizational General Counsel
New on the 2024 filing
40 hrs/week
$308K (2024)
James Numata
Senior Vice President Risk
New on the 2024 filing
40 hrs/week
$184K (2024)
Jennifer O'Callaghan
Senior Vice President Marketing
New on the 2024 filing
40 hrs/week
$297K (2024)
Joshua Melcher
Senior Vice President of Business Services
New on the 2024 filing
40 hrs/week
$315K (2024)
Karen Weis
Senior Vice President Risk
New on the 2024 filing
40 hrs/week
$228K (2024)
Kaycee Murray
Senior Vice President Information Technology
New on the 2024 filing
40 hrs/week
$307K (2024)
Kelley Ferguson
Chief Administration Officer
New on the 2024 filing
40 hrs/week
$551K (2024)
Kenneth Plank
Executive Vice President Lending
New on the 2024 filing
40 hrs/week
$448K (2024)
Kim Pearman-Gillman
Senior Vice President Equity & Community Development
New on the 2024 filing
40 hrs/week
$259K (2024)
Lindsey Skinfill
Senior Vice President Organizational People Potential
New on the 2024 filing
40 hrs/week
$316K (2024)
Mark Fox
Senior Vice President Payments, Ops & Cash Management
New on the 2024 filing
40 hrs/week
$295K (2024)
Nathan Hickman
Senior Vice President Digital Experience & Engagement
New on the 2024 filing
40 hrs/week
$244K (2024)
Ryan Bernard
Senior Vice President Commercial Credit & Operations
New on the 2024 filing
40 hrs/week
$259K (2024)
Scott Plumb
Secretary
New on the 2024 filing
8 hrs/week
$30K (2024)
Travis Simpson
Chief Retail & Digital Officer
New on the 2024 filing
40 hrs/week
$591K (2024)
Troy Clute
Senior Vice President Consumer Lending
New on the 2024 filing
40 hrs/week
$328K (2024)
Yvonne Smith
Vice Chair
New on the 2024 filing
8 hrs/week
$25K (2024)
Former officers (49)
- Former: Benson Adam (2020–2023) — Director
- Former: Chamberlin Bryce (2020–2023) — Vice President Private Banking
- Former: Ciani Lynn (2020–2023) — Chief Risk Officer
- Former: Cicero Carla (2020–2023) — President & CEO
- Former: Clark Scott (2020–2023) — Director
- Former: Clute Troy (2020–2023) — Senior Vice President Consumer Lending
- Former: Ferguson Kelley (2020–2023) — Chief Administration Officer
- Former: Fox Mark (2020–2023) — Senior Vice President Payments, Ops & Cash Management Ops
- Former: Hansen Greg (2020–2023) — Chief Credit Officer
- Former: Hupp Ron (2020–2023) — Chair & Director
- Former: Melcher Joshua (2020–2023) — Senior Vice President of Business Services
- Former: Mortensen Wes (2020–2023) — Director & Chair
- Former: Murray Kaycee (2020–2023) — Senior Vice President Information Technology
- Former: Nielsen Susan (2020–2023) — Director
- Former: O'Callaghan Jennifer (2020–2023) — Senior Vice President Marketing
- Former: Ochoa-Bruck Gloria (2020–2023) — Director
- Former: Pearman- Gillman Kim (2020–2023) — Senior Vice President Equity & Community Development
- Former: Plank Kenneth (2020–2023) — Executive Vice President Lending
- Former: Plumb Scott (2020–2023) — Secretary
- Former: Richardson Ben (2020–2023) — Chief Financial Officer
- Former: Sherman Nicole (2020–2023) — Chief Operating Officer
- Former: Skinfill Lindsey (2020–2023) — Senior Vice President Organizational People Potential
- Former: Smith Yvonne (2020–2023) — Vice Chair
- Former: Stirling Andy (2020–2023) — Senior Vice President Retail Experience
- Former: Weis Karen (2020–2023) — Senior Vice President Risk
- Former: Almond Nancy (2021–2023) — Nfs President
- Former: Clabby Jaclyn (2021–2023) — Senior Vice President Organizational General Counsel
- Former: Pearse Daniel (2021–2023) — Vice President Regional Commercial Banking
- Former: Kamkosi Christina (2022–2023) — Director
- Former: Kayser Karin (2022–2023) — Senior Vice President Digital Experience & Engagement
- Former: Miller Marci (2022–2023) — Senior Vice President Retail Experience & Engagement
- Former: Bernard Ryan (2023) — Senior Vice President Commercial Credit & Operations
- Former: Fitzmaurice David (2023) — Senior Vice President Financial Treasurer
- Former: Rehm Daniel (2023) — Vice President Commercial Banking
- Former: Shortell Michael (2023) — Vice President Sba & Business Banking
- Former: Simpson Travis (2023) — Chief Retail & Digital Officer
- Former: Berdar Clifford (2020–2022) — Hlc Sales Manager
- Former: Madsen Rusty (2021–2022) — Vice President Retail Experience
- Former: Asan Geoffrey (2022) — Vice President Commercial Banking Team Leader
- Former: Erny Jana (2020–2021) — Senior Vice President of Retail Lending
- Former: Kelly Jason (2020–2021) — Hlc Senior Loan Officer
- Former: Kittlitz Liesel (2020–2021) — Director
- Former: Leaver Cindy (2020–2021) — Chief Strategy Officer
- Former: Lehn Jennifer (2020–2021) — Vice President of Product & External Development
- Former: Sunderman Lisa (2020–2021) — Senior Vice President Enterprise Risk
- Former: Coltrain Eric (2020) — Financial Advisor
- Former: Grabicki Michelle (2020) — Senior Vice President of Corporate Culture
- Former: Harter Nancy (2020) — Chief Branding Officer
- Former: Schertenleib Wade (2020) — Financial Advisor
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
The highest reported compensation on the 2024 filing was $1.0M, to Carla Cicero (President/CEO). 35 officers or directors reported compensation on that filing.
Frequently asked questions about Numerica Credit Union
How much does Numerica Credit Union give each year?
Numerica Credit Union gave $861K across 52 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $672K across 43 grants.
What is Numerica Credit Union's typical grant size?
Numerica Credit Union's median grant in 2024 was $12,500, and its average grant was $16,561, across 52 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Numerica Credit Union that year got $15K on average.
Where does Numerica Credit Union give grants?
Numerica Credit Union gives mostly in Washington: 83% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Idaho (17%). The most frequent recipient cities were Spokane, WA (22 grants), Coeur d'Alene, ID (7 grants), Wenatchee, WA (7 grants) and Kennewick, WA (5 grants).
Does Numerica Credit Union give general operating support?
Yes: 100% of Numerica Credit Union's 2024 grants with a stated purpose (52 of 52) were for general or operating support, per its 2024 IRS Form 990.
Who are Numerica Credit Union's largest grantees?
Numerica Credit Union's largest 2024 grantees include Greater Spokane Inc ($53,025), YMCA ($46,700) and Family Promise of Spokane ($37,178), according to its 2024 IRS Form 990. Together they received 16% of its itemized 2024 grant dollars.
How large is Numerica Credit Union?
Numerica Credit Union reported $4.0B in total assets on its 2024 IRS Form 990. Its revenue that year was $255.2M.
What does Numerica Credit Union fund?
The mission stated in Numerica’s filing is: “Credit union operated without profit for mutual purposes.” The filing describes its services as including real estate and other consumer and business loans, checking and savings programs, and credit cards. See mission & focus areas ↑
How do I apply for a grant from Numerica Credit Union?
For Charitable Fund support, submit a funding proposal; only organizations invited by a regional committee proceed to the full application. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Numerica Credit Union's EIN?
Numerica Credit Union's EIN (Employer Identification Number) is 91-0863377. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 26, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 31, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Numerica Credit Union's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Numerica Credit Union funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/numerica-credit-union-morg_94aaa7b6a4ec42bb86eacfa318b0fbab
BibTeX
@misc{grantable_910863377_2026,
author = {{Grantable}},
title = {{Numerica Credit Union funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/numerica-credit-union-morg_94aaa7b6a4ec42bb86eacfa318b0fbab},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Numerica Credit Union's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Numerica Credit Union down — hundreds of funders to go?