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State Employees' Credit Union

Foundation · Grantmaker Raleigh, NC EIN: 56-0475645 Website
Economically disadvantaged peopleCommunity and economic developmentFinancial services

TO BE THE TRUSTED PROVIDER OF FINANCIAL SERVICES TO EVERY ELIGIBLE MEMBER AND TO ENHANCE THE VALUE OF THEIR LIVES AND FINANCIAL WELL-BEING WHILE MAINTAINING OUR FISCAL STRENGTH.

Key facts about State Employees' Credit Union

EIN
56-0475645
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$355,590
Grants made (2024)
11
Average grant
$32,326
Median grant
$13,500
Total assets
$56,444,772,890
Primary geography
Georgia (35% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who State Employees' Credit Union funds

By grant dollars, the top recipient states for State Employees' Credit Union's 11 itemized 2024 grants were Georgia (35%), Wisconsin (30%) and North Carolina (19%). The most frequent recipient cities were Raleigh, NC (3 grants), Madison, WI (2 grants) and Washington, DC (2 grants). 100% of grants with a stated purpose were for general or operating support.

How State Employees' Credit Union gives

  • 36% of 2024 grantees were also funded in 2023. Method
  • Giving fell 69% from 2021 to 2024. Method

Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$56.4B

+13.7% YoY

Annual Giving

$356K

-89.7% YoY

Grant Count

11

+0.0% YoY

Avg Grant Size

$32K

-89.7% YoY

About State Employees' Credit Union

Based on IRS filings

State Employees' Credit Union is a nonprofit organization focused on Economically disadvantaged people, based in Raleigh, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $56.4B in total assets. In 2024, it awarded 11 grants totaling $356K. Net investment income was $468.3M.

Focus Areas

Economically disadvantaged peopleCommunity and economic developmentFinancial services
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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 11 itemized 2024 grant dollars.

Cities

RaleighMadisonColumbiaDurhamArlingtonCharlotteClemmonsSnellvilleWashingtonAtlantaDuluth

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$720M$1.4B$2.2B$2.9B20202021202220232024
Metric202420232022
Total Assets$56,444,772,890$49,625,413,489$53,195,296,849
Revenue$2,616,980,178$2,176,491,752$1,663,323,190
Expenses$2,414,379,999$1,593,476,956$1,107,033,903
Qualifying Distributions———
Net Investment Income$468,258,681$402,643,859$130,302,246
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$860K$2M$3M$3M3 grants20202 grants20217 grants202211 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

African-American Credit Union Coalition: $125KAfrican-American Credit UnionCoalition$125KWorldwide Foundation for Credit Unions: $100KWorldwide Foundation forCredit Unions$100KCarolinas Credit Union Foundation: $31KCarolinas Credit UnionFoundation$31KKeep North Carolina Beautiful Inc: $25KKeep North Carolina BeautifulInc$25KEarthshare North Carolina: $20KEarthshare North Carolina$20KNorth Carolina School Boards Association: $14KNorth Carolina School BoardsAssociation$14KThe State Capital Foundation Inc: $10KThe State Capital FoundationInc$10KCredit Union Miracle Day: $10KCredit Union Miracle Day$10KThe National Credit Union Foundation: $8KThe National Credit UnionFoundation$8KMarch of Dimes: $8KMarch of Dimes$8K

Grant Size Distribution

34 grants across all recorded years

20<$50K1$50–100K8$100–250K1$250–500K$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include African-American Credit Union Coalition ($125,000), Worldwide Foundation for Credit Unions ($100,000), Carolinas Credit Union Foundation ($30,990).

RecipientPurposeAmount
AFRICAN-AMERICAN CREDIT UNION COALITION Snellville, GAGENERAL SUPPORT$125,000
WORLDWIDE FOUNDATION FOR CREDIT UNIONS Madison, WIGENERAL SUPPORT$100,000
CAROLINAS CREDIT UNION FOUNDATION Columbia, SCGENERAL SUPPORT$30,990
KEEP NORTH CAROLINA BEAUTIFUL INC Raleigh, NCGENERAL SUPPORT$25,000
EARTHSHARE NORTH CAROLINA Durham, NCGENERAL SUPPORT$20,000
NORTH CAROLINA SCHOOL BOARDS ASSOCIATION Raleigh, NCGENERAL SUPPORT$13,500
THE STATE CAPITAL FOUNDATION INC Raleigh, NCGENERAL SUPPORT$10,000
CREDIT UNION MIRACLE DAY Washington, DCGENERAL SUPPORT$10,000
THE NATIONAL CREDIT UNION FOUNDATION Madison, WIGENERAL SUPPORT$7,500
MARCH OF DIMES Arlington, VAGENERAL SUPPORT$7,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

James Hayes — President (Thru 7/21/23): $1.2MJames HayesPresident (Thru 7/21/23)$1.2MLeigh Brady — President: $974KLeigh BradyPresident$974KRex Spivey — Chief Financial Officer: $642KRex SpiveyChief Financial Officer$642KStacie Walker — Chief Lending Officer: $528KStacie WalkerChief Lending Officer$528KBridget Welborn — Chief Risk Officer (Thru 12/6/23): $524KBridget WelbornChief Risk Officer (Thru…$524KJoshua Bomba — Chief Information Technology Officer: $466KJoshua BombaChief Information Technology…$466KJennifer Hamrick — Chief Operations Director: $452KJennifer HamrickChief Operations Director$452KSara Trexler — Chief Administrative Officer: $440KSara TrexlerChief Administrative Officer$440KJared Benesh — EVP - Member Experience: $423KJared BeneshEVP - Member Experience$423KJohn Sykes — EVP - Deputy Chief Financial Officer: $412KJohn SykesEVP - Deputy Chief Financial…$412KDamian Carter — Regional SVP (Thru 12/4/23): $406KDamian CarterRegional SVP (Thru 12/4/23)$406KJamie Applequist — EVP - Chief Property Officer: $406KJamie ApplequistEVP - Chief Property Officer$406KWilliam Deans — EVP - Director of It Operations: $385KWilliam DeansEVP - Director of It Operations$385KEmma Hayes — Chief Learning & Experience: $335KEmma HayesChief Learning & Experience$335KCarl Seabrook — Chief Audit and Regulatory: $327KCarl SeabrookChief Audit and Regulatory$327KJonathan Coburn — EVP Loan Orginations & Systems Operations: $327KJonathan CoburnEVP Loan Orginations & Systems…$327KCathy Plaut — Chief Legal Officer - General Counsel: $315KCathy PlautChief Legal Officer - General…$315KJonathan Dallaire — EVP Director Chief Security Officer: $312KJonathan DallaireEVP Director Chief Security…$312KSpencer Scarboro — EVP Loan Risk & Servicing Operations: $310KSpencer ScarboroEVP Loan Risk & Servicing…$310KSarah Thompson — Chief Risk Officer: $165KSarah ThompsonChief Risk Officer$165KMark Fleming — Director: $2KMark FlemingDirector$2KThomas Parrish IV — Director (Thru 10/10/23): $1KThomas Parrish IVDirector (Thru 10/10/23)$1KMcKinley Wooten — Director: $1KMcKinley WootenDirector$1K

From 2024 IRS filing

NameTitleHoursCompensation
James HayesPresident (Thru 7/21/23)40$1,166,700
Leigh BradyPresident40$973,775
Rex SpiveyChief Financial Officer40$641,501
Stacie WalkerChief Lending Officer40$528,063
Bridget WelbornChief Risk Officer (Thru 12/6/23)40$524,095
Joshua BombaChief Information Technology Officer40$465,708
Jennifer HamrickChief Operations Director40$452,100
Sara TrexlerChief Administrative Officer40$439,922
Jared BeneshEVP - Member Experience40$422,601
John SykesEVP - Deputy Chief Financial Officer40$412,443
Jamie ApplequistEVP - Chief Property Officer40$405,532
Damian CarterRegional SVP (Thru 12/4/23)40$406,123
William DeansEVP - Director of It Operations40$384,919
Jonathan DallaireEVP Director Chief Security Officer40$311,750
Emma HayesChief Learning & Experience40$335,444
Jonathan CoburnEVP Loan Orginations & Systems Operations40$326,966
Cathy PlautChief Legal Officer - General Counsel40$314,909
Spencer ScarboroEVP Loan Risk & Servicing Operations40$310,184
Carl SeabrookChief Audit and Regulatory40$327,484
Sarah ThompsonChief Risk Officer40$165,240
Mark FlemingDirector5$2,320
Thomas Parrish IVDirector (Thru 10/10/23)5$1,496
McKinley WootenDirector5$1,455
Mona MoonChairman5—
Stelfanie WilliamsVice Chair5—
Alice GarlandVice Chair (Thru 10/10/23)5—
Jennifer HaygoodSecretary/Treasurer5—
Barbara PerkinsDirector (Start 10/10/23)5—
Ben McLawhornDirector5—
Bob BrinsonDirector5—
Chris AyersDirector5—
Chuck StoneDirector (Start 10/10/23)5—
Jo Anne SanfordDirector (Thru 10/10/23)5—
Michael ClementsDirector (Start 10/10/23)5—

Subject Areas

Focus areas based on grantmaking activity

Economically disadvantaged peopleCommunity and economic developmentFinancial services

Frequently Asked Questions

What is State Employees' Credit Union?

State Employees' Credit Union is a nonprofit organization focused on Economically disadvantaged people, based in Raleigh, NC. It holds $56.4B in total assets as of 2024.

How large is State Employees' Credit Union?

As of 2024, State Employees' Credit Union holds $56.4B in total assets with $2.6B in annual revenue. It awarded 11 grants totaling $356K in 2024.

Where does State Employees' Credit Union operate?

State Employees' Credit Union has awarded grants in District of Columbia, Georgia, Maryland, North Carolina, South Carolina, Virginia, Wisconsin.

What size grants does State Employees' Credit Union award?

In 2024, State Employees' Credit Union awarded 11 grants totaling $356K — an average of about $32K per grant, based on its IRS Form 990 filings.

What is State Employees' Credit Union's EIN?

State Employees' Credit Union's EIN (Employer Identification Number) is 56-0475645. IRS Form 990 filing data is available on this page for 2020–2024.

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

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