Public Charity

VALLEY FINANCIAL CREDIT UNION

Based in BILLINGS, MT, VALLEY FINANCIAL CREDIT UNION operates as a Public Charity. The organization reported $33.0M in revenue, $27.8M in expenses, $511.1M in total assets for fiscal year 2024.

EIN: 810247124 BILLINGS, MT Credit Unions NTEE: W61 Latest filing: 2024
Total Revenue$33.0M
Total Expenses$27.8M
Total Assets$511.1M
Grant Records0
Filing Years2019–2024

Mission

BUILDING RELATIONSHIPS WITH PEOPLE IN OUR COMMUNITIES AND UNITING WITH THEM TO ACHIEVE THEIR DREAMS.

Officers & Directors

SR VP COMMERCIAL SERVICES Alan Vogt
SECRETARY Ann Adair
DIRECTOR Brad Neilson
SR VP OF BUSINESS DEVELOPM Brandon Scala
CHIEF EXECUTIVE OFFICER Casey Klein
SR VP OF MORTGAGE AND CONS Christopher Lorash

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $33.0M $27.8M $511.1M
2023 $26.0M $21.2M $442.3M
2022 $21.1M $16.9M $425.0M
2020 $18.7M $15.0M $344.6M
2019 $19.0M $14.1M $297.1M

Between 2019 and 2024, reported annual revenue grew from $19.0M to $33.0M (+73%), with total assets most recently reported at $511.1M.

Interactive year-over-year charts and full filing details available with membership.

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