Mission
ADDITION FINANCIAL CREDIT UNION IS COMMITTED TO HELPING MEMBERS ACHIEVE THEIR MONEY MANAGEMENT GOALS.
Public Charity
ADDITION FINANCIAL CREDIT UNION
ADDITION FINANCIAL CREDIT UNION is a nonprofit organization categorized as Public Charity based in LAKE MARY, FL. Its most recent IRS filing (2024) reports revenue of $172.6M, expenses of $155.3M, total assets of $2.7B. Imperigo tracks 1 reported grant relationships connected to this organization totaling approximately $14K.
EIN: 590678236
LAKE MARY, FL
Credit Unions
NTEE: W61
Latest filing: 2024
Total Revenue$172.6M
Total Expenses$155.3M
Total Assets$2.7B
Grant Records1
Funding Total$14K
Filing Years2022–2024
Where $100 goes at Addition Financial Credit Union
How Addition Financial Credit Union divides every $100 it spends, from its own Form 990 filings, averaged across 3 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$50
Provide 187,897 members with regular savings, share drafts, certificates of deposit, ira, health savings and money market accounts with aggregate deposit balances that approximated $2,426,067,000 as of december…
$50
Provide 87,349 loans including mortgages, business, home equity, credit cards, share secured, vehicle, and line of credit loans with aggregate loan balances that approximated $1,850,385,000 as of december…
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
COMMUNITY SUPPORT
$13,875
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
SVP MEMBER EXPERIENCE
Alex Dejesus
BOARD MEMBER
Cary Dortona
BOARD VICE CHAIRPERSON
Dale Kelly
BOARD MEMBER
Gabriela Ortigoni
BOARD MEMBER
Janet Bush
VP MARKETING
Jason Hansen
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $172.6M | $155.3M | $2.7B |
| 2023 | $170.5M | $164.2M | $2.9B |
| 2022 | $126.5M | $103.6M | $2.8B |
Between 2022 and 2024, reported annual revenue grew from $126.5M to $172.6M (+36%), with total assets most recently reported at $2.7B.
Interactive year-over-year charts and full filing details available with membership.