INTOUCH CREDIT UNION

EIN: 751447986

PLANO, TX

Total Revenue
$54,977,010
Total Expenses
$53,552,687
Total Assets
$817,904,429
Net Assets
$68,808,811
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
TX
Principal Officer
ROBERT MCDONALD
Phone
2142911776
Tax Period
2025-01-01 to 2025-12-31

INTOUCH CREDIT UNION, founded in 1974, is a mid-sized nonprofit that reported $55.0M in total revenue in fiscal year 2025.

Mission

The credit union is a member owned cooperative financial institution that provides Lending and Deposit services to its membership.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $38,882,065
Investment Income $8,575,889
Other Revenue $7,519,056
TOTAL REVENUE $54,977,010

Expense Breakdown

Grants Paid $2,500
Salaries & Benefits $14,837,834
Fundraising Expenses $0
Program Expenses $19,267,525
Other Expenses $28,817,042
TOTAL EXPENSES $53,552,687

Year-over-Year Comparison

2025 2024 Change
Revenue $54,977,010 $56,988,098 0.0%
Expenses $53,552,687 $69,479,259 -0.2%
Net Income $1,424,323 $-12,491,161 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
212
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$1,816,511
Total Directors
9
$0
Key Employees
7
$1,690,002
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Fran Perez AVP-Training and Systems Implementa 50.00
$155,294 $0 $155,294
Nancy Pressel Board Chairperson 2.00
Director
$0 $0 $0
John Roberts Board Vice Chairperson 2.00
Director
$0 $0 $0
Jodie Robinson Board Secretary 2.00
Director
$0 $0 $0
Theresa Tschirky Board Director 2.00
Director
$0 $0 $0
Terri BryantHarrell Board Director 2.00
Director
$0 $0 $0
John Shinneman Board Deputy Secretary 2.00
Director
$0 $0 $0
Robert Daniel Crouse Board Treasurer 2.00
Director
$0 $0 $0
Jon Hardesty Board Deputy Treasurer 2.00
Director
$0 $0 $0
Michael Gallo Board Director 2.00
Director
$0 $0 $0
Kent L Lugrand President-CEO 65.00
Officer
$1,023,485 $0 $1,023,485
Robert McDonald SVP-CFO 60.00
Officer
$793,026 $0 $793,026
Thomas Condos SVP-CIO 50.00
Key Emp
$243,268 $0 $243,268
Sammie Cantrell SVP-CRO 50.00
Key Emp
$478,776 $0 $478,776
Bridger Robinson SVP-CLO 50.00
Key Emp
$235,207 $0 $235,207
Timothy McCoy SVP-CMO 50.00
Key Emp
$208,964 $0 $208,964
Kristen SchmiegJester SVP-CDO 50.00
Key Emp
$179,734 $0 $179,734
Gloria Smith SVP-CBO 50.00
Key Emp
$185,690 $0 $185,690
Matthew Santee VP-Information Technology 50.00
Key Emp
$158,363 $0 $158,363
Chris Oglesbee VP-Retail Operations 50.00
Highest
$139,918 $0 $139,918
Tami Gutierrez AVP-Human Resources 50.00
Highest
$133,580 $0 $133,580
Karessa Pewtress VP-Chief Retail Executive 50.00
Highest
$128,345 $0 $128,345
Amy Meska AVP-Electronic Data Processing 50.00
Highest
$120,611 $0 $120,611
Melanie Glidwell AVP-Consumer Lending 50.00
Highest
$120,321 $0 $120,321
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $54,977,010 $53,552,687 $817,904,429 $1,424,323
2024 $56,988,098 $69,479,259 $834,353,721 $-12,491,161
2023 $57,946,260 $64,976,413 $920,409,034 $-7,030,153
2022 $47,406,759 $52,269,291 $1,046,983,946 $-4,862,532
2021 $46,134,137 $36,680,083 $1,008,404,060 $9,454,054
2020 $42,962,924 $37,959,449 $920,945,761 $5,003,475
2019 $49,590,479 $43,759,153 $812,748,822 $5,831,326
2018 $42,180,275 $46,481,739 $907,799,272 $-4,301,464
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