State Chartered Credit Unions in Florida

Public charity · Grantmaker Dunedin, FL EIN: 59-0729366

Not-for-profit organization state chartered credit union.

State Chartered Credit Unions in Florida at a glance

In short: State Chartered Credit Unions in Florida gave $233K across 1 grant in 2024 (avg $233K), mostly in Florida. Source: 2024 IRS Form 990.

Annual giving (2024)
$232,741
+404.5% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$232,741
+404.5% vs 2023
Median grant
$232,741
Total assets
$2,897,086,645
+2.9% 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 State Chartered Credit Unions in Florida funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

The Achieva Foundation Corporation: $233KThe Achieva FoundationCorporation$233K

The largest 2024 recipient was The Achieva Foundation Corporation ($233K).

Grant Size Distribution

3 grants across all recorded years

1<$50K$50–100K1$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 1 grant of 3 (33%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Dunedin

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2020 0 grants2021 0 grants2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $46K (2023) to $623K (2020). In 2024 it made 1 grant totaling $233K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Achieva Foundation Corporation Dunedin, FLTo assist the foundation in its mission to promote and provide financial assistance to the community to combat community deterioration and advance education.$232,741
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$2,897,086,645$167,740,939$151,401,667$232,7411$17,133,434
2023$2,815,477,380$138,658,628$116,275,538$46,1361$16,491,986
2022$2,666,717,333$100,200,617$78,930,136——$11,169,781
2021$2,485,154,200$95,219,795$69,303,347——$6,572,149
2020$2,115,178,080$93,337,453$83,868,476$622,7841$7,570,324

About State Chartered Credit Unions in Florida

Based on IRS filings

State Chartered Credit Unions in Florida is a public charity, based in Dunedin, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.9B in total assets. In 2024, it awarded 1 grant totaling $233K. Net investment income was $17.1M.

Leadership & Key People

Officers and directors from IRS filings

State Chartered Credit Unions in Florida is led by Gary Regoli, President & CEO on every filing since 2020; 19 of 24 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Gary Regoli

    President & CEO

    On filings since 2020

    40 hrs/week

    $5.1M (2020) → $2.9M (2024)

  • Janet Cantees

    Chairperson

    Board Member → Chairperson, 2022

    On filings since 2020

    1 hr/week

    $3K (2022) → $4K (2024)

  • David Oak

    CMO

    On filings since 2020

    40 hrs/week

    $223K (2020) → $330K (2024)

  • Horace Hackney

    Vice President Controller

    On filings since 2020

    40 hrs/week

    $161K (2020) → $247K (2024)

  • James Dawson

    Cddo

    Board Member → Cddo, 2022

    On filings since 2020

    40 hrs/week

    $884 (2021) → $345K (2024)

  • Janice Hollar

    CFO

    On filings since 2020

    40 hrs/week

    $323K (2020) → $492K (2024)

  • Jeffrey Blake

    Cpo

    On filings since 2020

    40 hrs/week

    $235K (2020) → $229K (2024)

  • Jennifer Galley

    COO

    On filings since 2020

    40 hrs/week

    $285K (2020) → $395K (2024)

  • John Wintermeier

    Cbo

    On filings since 2020

    40 hrs/week

    $211K (2020) → $297K (2024)

  • Lisa Smith

    Cro

    On filings since 2020

    40 hrs/week

    $203K (2020) → $337K (2024)

  • Steven Nordbeck

    Vice President Wealth Advisor

    Financial Planning & Trustee → Vice President Wealth Advisor, 2022

    On filings since 2020

    40 hrs/week

    $346K (2020) → $450K (2024)

  • Theron Hawkins

    Board Member

    On filings since 2020

    1 hr/week

    $1K (2021) → $6K (2024)

  • Tracy Ingram

    CTO

    On filings since 2020

    40 hrs/week

    $234K (2020) → $392K (2024)

  • Jeff Felardo

    Secretary & Treasurer

    Board Member → Secretary & Treasurer, 2022

    On filings since 2021

    1 hr/week

    $11K (2023) → $11K (2024)

  • Rebecca Fisher

    Vice President Wealth Advisor

    Financial Planning & Trustee → Vice President Wealth Advisor, 2022

    On filings since 2021

    40 hrs/week

    $212K (2021) → $424K (2024)

  • Victor Lee

    Board Member

    On filings since 2022

    1 hr/week

    $6K (2022) → $13K (2024)

  • Edwin Egan

    Vice President Enterprise Analytics & Data

    Vice President Enterprise Analytics & Data Czar → Vice President Enterprise Analytics & Data, 2024

    On filings since 2023

    40 hrs/week

    $209K (2023) → $233K (2024)

  • Brett Harner

    Vice President Wealth Program Manager

    New on the 2024 filing

    40 hrs/week

    $342K (2024)

  • Sarah Schackmann

    Cpo

    New on the 2024 filing

    40 hrs/week

    $169K (2024)

  • Bill Williamson

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Linda Emanuel

    Vice Chairperson

    Board Member → Vice Chairperson, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Rohland Bryant

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Walter Moore

    Board Member

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mike Silvernail

    Board Member

    On filings since 2021

    1 hr/week

    No compensation reported

Former officers (11)
  • Former: Andrew Denis (2020–2023) — Vice President Wealth Advisor
  • Former: William Werdell (2021–2022) — Commercial Sales Team Manager
  • Former: Jack Berthy (2020–2021) — Director Emeritus
  • Former: Sara Depauw (2020–2021) — Clo
  • Former: Tara Murphy (2020–2021) — CIO
  • Former: Trellis Poe (2020–2021) — Director Emeritus
  • Former: Steven Krystyniak (2021) — Senior Commercial Relationship Manager
  • Former: Everett Silvernail (2020) — Board Member
  • Former: Judie Norwood (2020) — Vice President of Consumer Lending
  • Former: Laurel Flynn (2020) — Vice President Business Lending
  • Former: Tom Oberhofer (2020) — Board Member

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

Gary Regoli — President/CEO: $2.9MGary RegoliPresident/CEO$2.9MJanice Hollar — CFO: $492KJanice HollarCFO$492KSteven Nordbeck — VP Wealth Advisor: $450KSteven NordbeckVP Wealth Advisor$450KRebecca Fisher — VP Wealth Advisor: $424KRebecca FisherVP Wealth Advisor$424KJennifer Galley — COO: $395KJennifer GalleyCOO$395KTracy Ingram — CTO: $392KTracy IngramCTO$392KJames Dawson — CDDO: $345KJames DawsonCDDO$345KBrett Harner — VP Wealth Program Manager: $342KBrett HarnerVP Wealth Program Manager$342KLisa Smith — Cro: $337KLisa SmithCro$337KDavid Oak — CMO: $330KDavid OakCMO$330KJohn Wintermeier — CBO: $297KJohn WintermeierCBO$297KHorace Hackney — VP Controller: $247KHorace HackneyVP Controller$247KEdwin Egan — VP Enterprise Analytics/Data: $233KEdwin EganVP Enterprise Analytics/Data$233KJeffrey Blake — CPO: $229KJeffrey BlakeCPO$229KSarah Schackmann — CPO: $169KSarah SchackmannCPO$169KVictor Lee — Board Member: $13KVictor LeeBoard Member$13KJeff Felardo — Secretary/Treasurer: $11KJeff FelardoSecretary/Treasurer$11KTheron Hawkins — Board Member: $6KTheron HawkinsBoard Member$6KJanet Cantees — Chairperson: $4KJanet CanteesChairperson$4K

The highest reported compensation on the 2024 filing was $2.9M, to Gary Regoli (President/CEO). 19 officers or directors reported compensation on that filing.

Frequently asked questions about State Chartered Credit Unions in Florida

How much does State Chartered Credit Unions in Florida give each year?

State Chartered Credit Unions in Florida gave $233K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $46K across 1 grant.

How large is State Chartered Credit Unions in Florida?

State Chartered Credit Unions in Florida reported $2.9B in total assets on its 2024 IRS Form 990. Its revenue that year was $167.7M.

Where does State Chartered Credit Unions in Florida operate?

State Chartered Credit Unions in Florida has awarded grants in Florida.

What is State Chartered Credit Unions in Florida's EIN?

State Chartered Credit Unions in Florida's EIN (Employer Identification Number) is 59-0729366. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
  2. Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
  3. Updated Form 990 for fiscal year 2024 (received by the IRS November 12, 2025)
  4. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in State Chartered Credit Unions in Florida's focus areas in our free grants database

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The Community Foundation for Northeast Florida Inc

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Philanthropy, Voluntarism & Grantmaking

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Grants

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Total Given

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Philanthropy, Voluntarism & Grantmaking

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Gulf Coast Community Foundation Inc

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Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with grants generally serving Sarasota and Charlotte counties, DeSoto County, Boca Grande, Lakewood Ranch, and Longboat Key, Florida. In 2025, grants ranged from $5,030 to $2,101,739, with a median of $16,251; Community Grants are capped at $25,000 per nonprofit per fiscal year. It accepts letters of inquiry for Community Grants; Catalytic and Initiative Grants are by invitation.

Philanthropy, Voluntarism & Grantmaking

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Early Learning Coalition of Broward County Inc

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Human Services

Assets

$15.9M

Grants

636

Total Given

$152.2M

More similar funders

More Funders in Florida

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from State Chartered Credit Unions in Florida'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.

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