SEATTLE METROPOLITAN CREDIT UNION

EIN: 910176215

SEATTLE, WA

Total Revenue
$57,735,407
Total Expenses
$57,344,108
Total Assets
$1,114,328,070
Net Assets
$71,652,299
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1933
Legal Domicile
WA
Principal Officer
MICHAEL CRUZ
Phone
2063985561
Tax Period
2023-01-01 to 2023-12-31

SEATTLE METROPOLITAN CREDIT UNION, founded in 1933, is a mid-sized nonprofit that reported $57.7M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE THRIFT AMONG ITS MEMBERS, SERVE THE UNDERSERVED IN THE SEATTLE METROPOLITAN AREA, AND TO PROVIDE FINANCIAL SERVICES AND TO CREATE A SOURCE OF CREDIT FOR THEM AT LEGITIMATE RATES OF INTEREST FOR PROVIDENT, PRODUCTIVE AND EDUCATIONAL PURPOSES.

Program Service Accomplishments

Program 1

SEATTLE METROPOLITAN CREDIT UNION (SMCU) HAS BEEN PROVIDING SERVICES TO ITS MEMBERS SINCE 1933. SINCE ITS INCEPTION, SMCU HAS CONSIDERED ITSELF AN ADVOCATE FOR ITS MEMBERS BY PROVIDING MEMBER-CENTRIC...

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SEATTLE METROPOLITAN CREDIT UNION (SMCU) HAS BEEN PROVIDING SERVICES TO ITS MEMBERS SINCE 1933. SINCE ITS INCEPTION, SMCU HAS CONSIDERED ITSELF AN ADVOCATE FOR ITS MEMBERS BY PROVIDING MEMBER-CENTRIC FINANCIAL SERVICES AND FINANCIAL LITERACY EDUCATION AT LOW OR NO COST.

Program 2

AS OF DECEMBER 31, 2023, SMCU HAD 55,314 MEMBERS. THESE MEMBERS PARTICIPATED IN 31,075 LOAN AND 105,237 DEPOSIT PRODUCTS. SMCU'S LOAN OFFERINGS INCLUDE A WIDE RANGE OF OPTIONS FROM STANDARD AUTO...

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AS OF DECEMBER 31, 2023, SMCU HAD 55,314 MEMBERS. THESE MEMBERS PARTICIPATED IN 31,075 LOAN AND 105,237 DEPOSIT PRODUCTS. SMCU'S LOAN OFFERINGS INCLUDE A WIDE RANGE OF OPTIONS FROM STANDARD AUTO LOANS, MORTGAGES AND LINES OF CREDIT, TO MORE SEGMENTED PRODUCTS INCLUDING MOTORCYCLES, CLASSIC CARDS, BOATS, RECREATIONAL VEHICLES, AND AIRCRAFT LOANS. SMCU HAS ALSO RECENTLY EXTENDED ITS LOAN PRODUCTS TO INCLUDE BUSINESS LOANS TO QUALIFIED MEMBERS. ALL LOAN PRODUCTS COME IN A VARIETY OF TERMS TO PROVIDE PAYMENT OPTIONS THAT BEST SUIT THE MEMBERSHIP'S NEEDS.

Program 3

MEMBERS HAVE THE SAME VARIETY OF SELECTION ON THE DEPOSIT SIDE OF THE PRODUCT LINE WITH OFFERINGS RANGING FROM BASIC CHECKING AND SAVINGS ACCOUNTS TO IRAS, CERTIFICATES, MONEY MARKETS AND HIGH-YIELD...

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MEMBERS HAVE THE SAME VARIETY OF SELECTION ON THE DEPOSIT SIDE OF THE PRODUCT LINE WITH OFFERINGS RANGING FROM BASIC CHECKING AND SAVINGS ACCOUNTS TO IRAS, CERTIFICATES, MONEY MARKETS AND HIGH-YIELD ACCOUNTS. SMCU ALSO OFFERS BUSINESS ACCOUNTS AND INVESTMENT SERVICES THAT ARE DESIGNED TO MAINTAIN THE MEMBER'S BEST INTEREST. AS AN ADVOCATE FOR ITS MEMBERSHIP, SMCU PLACES A HIGH PRIORITY ON EDUCATIONAL RESOURCES. AS A RESULT, SMCU HAS INVESTED IN ONLINE APPLICATIONS TO HELP MEMBERS MAKE DECISIONS RELATED TO PLANNING, BORROWING, BUDGETING AND PROTECTING THEIR CREDIT. LIFE VISION AND MORTGAGE ADVISOR ARE TWO TOOLS OFFERED ON PERSONAL FINANCES AND RESPECTIVES FROM HOME AND FAMILY FINANCE ON CAR BUYING, CREDIT PROTECTION AND BUDGETING. FOR THOSE MEMBERS WHO PREFER TO SPEAK TO SOMEONE IN PERSON, SMCU PROVIDES FREE CREDIT COUNSELING THROUGH "BALANCE," A FINANCIAL FITNESS PROGRAM THAT FOCUSES ON MONEY MANAGEMENT IN ADDITION TO IDENTITY THEFT PREVENTION AND ASSISTANCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $457,626
Program Service Revenue $53,929,795
Investment Income $3,347,986
Other Revenue $0
TOTAL REVENUE $57,735,407

Expense Breakdown

Grants Paid $86,826
Salaries & Benefits $21,274,595
Fundraising Expenses $0
Other Expenses $35,982,687
TOTAL EXPENSES $57,344,108

Year-over-Year Comparison

2023 2022 Change
Revenue $57,735,407 $48,414,512 +0.2%
Expenses $57,344,108 $43,097,250 +0.3%
Net Income $391,299 $5,317,262 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
244
Volunteers
13

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
12
$3,182,976
Total Directors
14
$998,557
Key Employees
2
$505,345
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD ROMERO PRESIDENT/CEO/TREASURER 40.00
Officer Director
$776,656 $221,901 $998,557
KELLY EARNEST CHIEF PEOPLE OFFICER 40.00
Officer
$344,972 $167,095 $512,067
DAVID MEANS CHIEF INFORMATION OFFICER 40.00
Officer
$352,738 $156,718 $509,456
LEE PIERCE CHIEF LENDING OFFICER 40.00
Officer
$337,163 $90,091 $427,254
KHAMSAY VONGCHANTHA VP OF RISK MANAGEMENT 40.00
Key Emp
$301,760 $34,030 $335,790
SARAH LA-NGUYEN SVP TALENT MANAGEMENT 40.00
Highest
$265,022 $70,374 $335,396
MAHLON MCCALEB CFO (THRU 8/23) 40.00
Officer
$292,000 $11,792 $303,792
MELE MILLER COO (THRU 2/23) 40.00
Officer
$248,812 $7,532 $256,344
PAMELA FUENTES VP LOAN DOCUMENTATION AND OPERATIONS MANAGER 40.00
Highest
$187,539 $37,376 $224,915
JANINE YOUNT VP BUSINESS PARTNER MANAGER 40.00
Highest
$182,876 $22,314 $205,190
SARAH ENDICOTT VP MORTGAGE LENDING 40.00
Highest
$169,626 $21,476 $191,102
MICHAEL WHITEMAN VP DIGITAL TRANSFORMATION 40.00
Highest
$163,250 $23,679 $186,929
TERRI GIANNETTI CXO 40.00
Officer
$162,082 $13,424 $175,506
DONNA RANSIER VP OF IT (THRU 2/23) 40.00
Key Emp
$164,683 $4,872 $169,555
CARLOS RUIZ BOARD CHAIR 4.00
Officer Director
$0 $0 $0
ROBIN HARMON BOARD VICE CHAIR 4.00
Officer Director
$0 $0 $0
REBECCA KERR BOARD SECRETARY (THRU 3/23) 4.00
Officer Director
$0 $0 $0
PAUL HIGGINBOTHAM BOARD SECRETARY 4.00
Officer Director
$0 $0 $0
ROBIN SHULER BOARD MEMBER 4.00
Officer Director
$0 $0 $0
SHAHZAD QADRI BOARD MEMBER 4.00
Director
$0 $0 $0
DEANNA CLARK BOARD MEMBER (THRU 3/23) 4.00
Director
$0 $0 $0
JONELLE JOHNSON BOARD MEMBER (THRU 3/23) 4.00
Director
$0 $0 $0
JORDAN GRANT BOARD MEMBER 4.00
Director
$0 $0 $0
JOE DAVILA BOARD MEMBER (THRU 3/23) 4.00
Director
$0 $0 $0
NELSON REYNERI BOARD MEMBER 4.00
Director
$0 $0 $0
MARI HORITA BOARD MEMBER 4.00
Director
$0 $0 $0
JOSH CANADY BOARD MEMBER 4.00
Director
$0 $0 $0
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
2024 No data No data No data No data
2023 $57,735,407 $57,344,108 $1,114,328,070 $391,299
2022 $48,414,512 $43,097,250 $1,075,826,706 $5,317,262
2021 $41,882,424 $42,352,157 $1,060,154,632 $-469,733
2020 $43,119,344 $40,661,754 $959,707,663 $2,457,590
2019 $43,488,749 $41,177,440 $831,539,595 $2,311,309
2018 $41,364,422 $39,197,170 $855,470,364 $2,167,252
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