State Chartered Credit Unions in Florida
NOT-FOR-PROFIT ORGANIZATION STATE CHARTERED CREDIT UNION.
Key facts about State Chartered Credit Unions in Florida
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 filing.
- EIN
- 59-0729366
- Latest 990 filing
- Form 990 filing, 2024
- Annual giving (2024)
- $232,741
- Grants made (2024)
- 1
- Average grant
- $232,741
- Median grant
- $232,741
- Total assets
- $2,897,086,645
- Primary geography
- Florida (100% of itemized 2024 grant dollars)
Data from IRS Form 990 filing, 2024; updated September 2026.
Quick answers 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 filing. In 2023 it gave $46K across 1 grant.
Next steps with State Chartered Credit Unions in Florida
- How to evaluate State Chartered Credit Unions in Florida as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to State Chartered Credit Unions in Florida with AI
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- Track this opportunity in a free grant tracker
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Financial Overview
From 2024 IRS Form 990 filing · View filing
Total Assets
$2.9B
+2.9% YoY
Annual Giving
$233K
+404.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$233K
+404.5% YoY
About State Chartered Credit Unions in Florida
Based on IRS filings
State Chartered Credit Unions in Florida is a nonprofit organization, 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.
Ready to take the next step with State Chartered Credit Unions in Florida?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,897,086,645 | $2,815,477,380 | $2,666,717,333 |
| Revenue | $167,740,939 | $138,658,628 | $100,200,617 |
| Expenses | $151,401,667 | $116,275,538 | $78,930,136 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $17,133,434 | $16,491,986 | $11,169,781 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| THE ACHIEVA FOUNDATION CORPORATION Dunedin, FL | TO ASSIST THE FOUNDATION IN ITS MISSION TO PROMOTE AND PROVIDE FINANCIAL ASSISTANCE TO THE COMMUNITY TO COMBAT COMMUNITY DETERIORATION AND ADVANCE EDUCATION. | $232,741 |
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
Frequently Asked Questions
How large is State Chartered Credit Unions in Florida?
As of 2024, State Chartered Credit Unions in Florida holds $2.9B in total assets with $167.7M in annual revenue. It awarded 1 grant totaling $233K in 2024.
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.
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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Data last updated September 2026. Sourced from IRS Form 990 filings.