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Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
28 people listed on the 990; $4.0M paid to officers and key staff.
Part VII, Section A · reportable compensation
President/CEO
$635,812Pt VII · Sec A
SVP / Chief Technology Officer Thru 10/23
$492,461Pt VII · Sec A
SVP / Chief Financial Officer
$396,024Pt VII · Sec A
SVP / Chief Operating Officer
$383,102Pt VII · Sec A
SVP / Chief Experience Officer
$364,617Pt VII · Sec A
SVP of Marketing
$266,574Pt VII · Sec A
VP of People & Culture
$245,853Pt VII · Sec A
VP of Lending
$243,102Pt VII · Sec A
Director of Risk Management
$202,179Pt VII · Sec A
VP of Digital Banking and Remote Channels
$200,480Pt VII · Sec A
VP of Strategy & Advocacy
$192,514Pt VII · Sec A
VP/Controller
$189,166Pt VII · Sec A
Chair
$18,954Pt VII · Sec A
Vice Chair
$18,537Pt VII · Sec A
Secretary/Treasurer, Risk & Finance Committee Chai
$17,736Pt VII · Sec A
Director, Nominating Committee Chair
$17,417Pt VII · Sec A
Director, Governance Committee Chair
$15,982Pt VII · Sec A
Audit Committee Member
$15,417Pt VII · Sec A
Director
$15,417Pt VII · Sec A
Director
$15,417Pt VII · Sec A
Director, Dei Committee Chair
$15,045Pt VII · Sec A
Audit Committee Member
$14,255Pt VII · Sec A
Audit Committee Chair
$14,215Pt VII · Sec A
Audit Committee Member
$13,925Pt VII · Sec A
Audit Committee Member
$13,417Pt VII · Sec A
Associate Director
$7,708Pt VII · Sec A
Associate Director
$3,580Pt VII · Sec A
Director
$0Pt VII · Sec A
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Robert Corwin | — | — | $960,000 | $565,696 | $1,043,447 |
| Wendy Edwards | — | — | — | $358,812 | $798,437 |
| Laurie Wilson | — | — | $754,137 | $373,890 | $304,054 |
| Jason Werts | $590,639 | $635,812 | $632,373 | $524,241 | — |
| Timothy Clouse | — | $492,461 | $344,060 | $332,668 | $274,459 |
| Greg Spear | $460,811 | $396,024 | $275,296 | — | — |
| Keli Myers | $337,201 | $383,102 | $410,954 | $295,783 | $264,638 |
| Jeri Maher | — | — | $221,938 | $382,111 | $374,363 |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
See Advantis Credit Union executive salaries →Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
- Loans to or from officersSch L · Pt II5 listed
Programs and updates
Offers financial services to its members.
Questions for Advantis Credit Union
Your first name shows with your question. Advantis Credit Union answers here, for everyone.
1 program · in their own filed words · FY2023
01
The credit union provides financial services to 88,620 members. Services include share deposits and loans to members.
Pt IX · col B
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Schedule I · this organization's grantmaking
Grants paid · 47 grants · $784K · 2020–2024
Sunshine Division Portland Police DeptOR · FY2024$41,250
Urban League of Portland INCOR · FY2024$30,757
Boys & Girls Clubs of Portland Metropolitan AreaOR · FY2024$22,500
Worldwide Foundation for Credit Unions INCWI · FY2024$17,000
Childrens Miracle NetworkUT · FY2024$15,000
Guide Dogs for the Blind INCCA · FY2024$10,000
Girls BuildOR · FY2024$10,000
Outside inOR · FY2024$10,000
Youth Music ProjectOR · FY2024$10,000
With Love Oregon INCOR · FY2024$8,000
Unitemized GrantFY2024$7,500
Unitemized GrantFY2024$7,250
Clackamas Community College FoundationOR · FY2024$6,150
The Oregon Community FoundationOR · FY2024$5,850
Big Brothers Big Sisters Columbia NorthwOR · FY2024$5,200
Gowest FoundationWA · FY2023$52,850
The ContingentOR · FY2023$30,000
Unitemized GrantFY2023$28,834
By the numbers
The FY2023 990, line by line.
Download 990
1The main four
Money inPt VIII
$98.7M
Ln 12
Fees for servicesLn 2g$77.0M
Investment incomeLn 3$21.7M
Money outPt IX
$94.9M
Ln 25
Owns and owesPt X
$217.2M
net assets · Ln 32
Cash and savingsLn 1–2$331.9M
Total assetsLn 16$2.0B
LiabilitiesLn 26$1.7B
PeoplePt VI, VII
28
listed · VII A
PaidVII A27
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$77.0M
Investment incomeLn 3$21.7M
Gains on assetsLn 7$944K
Total revenueLn 12$98.7M
Assets in detailPt X, end of year
CashLn 1$331.9M
Cash and savings togetherLn 1–2$331.9M
Notes and loans receivableLn 7$1.34B
Prepaid expenses and deferred chargesLn 9$1.8M
Land, buildings, equipmentLn 10c$54.0M
InvestmentsLn 11–13$165.9M
Other assetsLn 15$66.4M
Total assetsLn 16$2.0B
LiabilitiesLn 26$1.7B
Net assetsLn 32$217.2M
OperationsPt I, VI
EmployeesI 5260
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
| Line | Start FY23 | End FY23 |
|---|---|---|
| Cash and savingsLn 1–2 | $210.5M | $331.9M |
| InvestmentsLn 11–13 | $156.7M | $165.9M |
| Land, buildings, equipmentLn 10c | $57.2M | $54.0M |
| Total assetsLn 16 | $1.98B | $1.95B |
| LiabilitiesLn 26 | $1.77B | $1.74B |
| Net assetsLn 32 | $211.4M | $217.2M |
4Every line
Statement of functional expensesPt IX · every line
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $193K | |||
| Grants to domestic individualsLn 2 | $29K | |||
| Pay of current officers, directors and key staffLn 5 | $3.2M | |||
| Other salaries and wagesLn 7 | $21.4M | |||
| Pension plan contributionsLn 8 | $1.9M | |||
| Other employee benefitsLn 9 | $5.1M | |||
| Payroll taxesLn 10 | $2.3M | |||
| Legal feesLn 11b | $450K | |||
| Accounting feesLn 11c | $353K | |||
| Other fees for servicesLn 11g | $3.2M | |||
| Advertising and promotionLn 12 | $1.4M | |||
| Office expensesLn 13 | $5.0M | |||
| Information technologyLn 14 | $1.2M | |||
| RoyaltiesLn 15 | $38K | |||
| OccupancyLn 16 | $2.6M | |||
| TravelLn 17 | $91K | |||
| Conferences, conventions and meetingsLn 19 | $148K | |||
| InterestLn 20 | $25.8M | |||
| Depreciation, depletion and amortizationLn 22 | $3.8M | |||
| InsuranceLn 23 | $320K | |||
| Other expenses (24a–d)Ln 24 | $13.1M | |||
| All other expensesLn 24e | $3.3M | |||
| Total functional expensesLn 25 | $94.9M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 LatestFiled with the IRS Nov 13, 2025 | $106.1M | $108.6M | −$2.5M | $0 | 990 PDF |
| FY2023 ViewingFiled with the IRS Oct 6, 2024 | $98.7M | $94.9M | $3.8M | $217.2M | 990 PDF |
| FY2022Filed with the IRS Oct 24, 2023 | $76.7M | $65.0M | $11.6M | $211.4M | 990 PDF |
| FY2021Filed with the IRS Oct 18, 2022 | $72.3M | $57.1M | $15.2M | $203.3M | 990 PDF |
| FY2020Filed with the IRS Nov 8, 2021 | $76.4M | $63.0M | $13.4M | $188.1M | 990 PDF |
Schedules filed Part IV
III · Programs
R · Related orgs
G · Fundraising
L · Interested persons
I · Grants
J · Pay
O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $98,680,885 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $70,565,078$76,968,009
I-10 Investment incomePrior year $6,124,343$21,712,876
I-11 Other revenuePrior year $1,655$0
I-12 Total revenuePrior year $76,691,076$98,680,885
I-13 Grants and similar amounts paidPrior year $51,372$221,721
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $28,333,614$33,962,933
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $36,657,985$60,704,018
I-18 Total expensesPrior year $65,042,971$94,888,672
I-19 Revenue less expensesPrior year $11,648,105$3,792,213
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $98,680,885 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $76,109,665 · Unrelated business $858,344$76,968,009
VIII-3 Investment incomeExcluded from tax $20,768,400$20,768,400
VIII-7 Net gain or loss on sales of assetsRelated to mission $639,816 · Excluded from tax $304,660$944,476
VIII-12 Total revenueRelated to mission $76,749,481 · Unrelated business $858,344 · Excluded from tax $21,073,060$98,680,885
Part IX · Statement of functional expenses $94,888,672 across 22 lines filed
IX-1 Grants to domestic organizations$192,887
IX-2 Grants to domestic individuals$28,834
IX-5 Pay of current officers, directors and key staff$3,171,940
IX-7 Other salaries and wages$21,370,703
IX-8 Pension plan contributions$1,944,000
IX-9 Other employee benefits$5,136,434
IX-10 Payroll taxes$2,339,856
IX-11b Legal fees$450,030
IX-11c Accounting fees$353,104
IX-11g Other fees for services$3,207,481
IX-12 Advertising and promotion$1,416,913
IX-13 Office expenses$4,975,441
IX-14 Information technology$1,241,109
IX-15 Royalties$37,835
IX-16 Occupancy$2,569,542
IX-17 Travel$91,462
IX-19 Conferences, conventions and meetings$148,304
IX-20 Interest$25,755,359
IX-22 Depreciation, depletion and amortization$3,754,964
IX-23 Insurance$320,268
IX-24 Other expenses (24a–d)$13,089,585
IX-24e All other expenses$3,292,621
IX-25 Total functional expenses$94,888,672
Part X · Balance sheet $1,954,971,748 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $210,461,465$331,887,812
X-7 Notes and loans receivableStart of year $1,499,409,447$1,335,071,818
X-9 Prepaid expenses and deferred chargesStart of year $1,824,546$1,778,944
X-10c Land, buildings and equipment, netStart of year $57,157,132$53,969,356
X-11 Publicly traded securitiesStart of year $131,890,317$141,661,120
X-12 Other securitiesStart of year $24,854,694$24,240,563
X-15 Other assetsStart of year $59,160,903$66,362,135
X-16 Total assetsStart of year $1,984,758,504$1,954,971,748
X-17 Accounts payable and accrued expensesStart of year $20,580,258$20,494,017
X-23 Secured mortgages and notes payableStart of year $80,000,000$15,000,000
X-25 Other liabilitiesStart of year $1,672,825,269$1,702,288,295
X-26 Total liabilitiesStart of year $1,773,405,527$1,737,782,312
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $211,352,977$217,189,436
X-32 Total net assets or fund balancesStart of year $211,352,977$217,189,436
X-33 Total liabilities and net assetsStart of year $1,984,758,504$1,954,971,748
Part XI · Reconciliation of net assets $217,189,436 net assets at year end
XI-1 Total revenue$98,680,885
XI-2 Total expenses$94,888,672
XI-3 Revenue less expenses$3,792,213
XI-4 Net assets at start of year$211,352,977
XI-5 Net unrealized gains (losses) on investments$2,081,879
XI-9 Other changes in net assets−$37,633
XI-10 Net assets at end of year$217,189,436
Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File
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