Southbridge Credit Union
PROVIDE FINANCIAL PRODUCTS AND PERSONALIZED SERVICES THAT WILL ASSIST OUR MEMBERS IN ACHIEVING THEIR FINANCIAL GOALS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$222.5M
+4.4% YoY
Annual Giving
$22K
+63.9% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$7K
+9.3% YoY
About Southbridge Credit Union
Based on IRS filings
Southbridge Credit Union is a nonprofit organization, based in SOUTHBRIDGE, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $222.5M in total assets. In 2024, it awarded 3 grants totaling $22K. Net investment income was $715K.
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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 | $222,471,452 | $213,066,598 | $210,069,860 |
| Revenue | $11,878,282 | $10,589,215 | $9,370,814 |
| Expenses | $11,430,592 | $10,331,619 | $8,248,124 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $714,513 | $616,632 | $655,019 |
| 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 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Katherine R Theodoss | President/CEO | 40 | $270,406 |
| Jeffrey Canniff | CFO/Treasurer | 40 | $198,644 |
| Jo-Ann Santelli | VP of Commercial Loans | 40 | $119,712 |
| Karen Brousseau | SVP of Retail Operations | 40 | $128,741 |
| LYNN MERO | VP OF CONSUMER LENDING | 40 | $121,111 |
| Maria Garcia-Torres | SVP of Administration | 40 | $127,471 |
| Phil Cyr | Chairperson of the Board | 4 | $11,000 |
| John A Lafleche | Director (Resigned 11/2024) | 3 | $1,000 |
| James Keyes | DIRECTOR | 40 | — |
| Michelle M Anderson | dIRECTOR | 2 | — |
| MADALINE I BONADEIES | Director | 2 | — |
| BENJAMIN TULLY | DiRECTOR | 2 | — |
| William Trifone | Director | 2 | — |
| Robert Caprera | DiRECTOR | 2 | — |
| Jose Dingai | DireCTOR | 2 | — |
| Amy Howard | Director | 2 | — |
| Rebecca Bruso | DireCTOR | 2 | — |
| Gary Fontaine | Director (as of 9/24/2024) | 2 | — |
Related Funders
Similar funders by location and focus area
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Total Given
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Total Given
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John J Mcardle Iii & Joan C Mcardle
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Assets
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Total Given
$205K
Massachusetts Association of Realtors
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Assets
$18.1M
Grants
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Total Given
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Communities for Restorative Justice
BOSTON, MA
Assets
$524K
Grants
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Total Given
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Hingham Historical Society Inc
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Assets
$7.4M
Grants
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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