Why Guardian Credit Union
FY2024 · Form 990Its mission and biggest programs, as filedHelps members save money and access affordable loans.
- Alabama banking code, section, 5-17-1, states that a Credit Union is a cooperative society incorporated for the two-fold purpose of promoting thrift among its members and creating a source of Credit for them at legitimate rates of interest. Guardian Credit…
Before you apply
FY2024 · Form 990Independent: from IRS data, not the orgPays its leaders
$137K–$613K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$86.4M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
284
employees
10 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+8%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
13 mo
of spending, in cash and securities
Looks good: 12.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1971
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.
About the role
The org's own posting, as writtenThe Financial Planning Assistant provides administrative, operational, and client service support to the Financial Advisor by coordinating meetings, preparing financial planning materials, processing account transactions, maintaining client records, and ensuring accurate documentation. This role serves as a key point of contact for clients, helping deliver an exceptional service experience while supporting compliance with company and regulatory requirements. The ideal candidate is highly organized, proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
About Guardian Credit Union
From its Form 990- Budget $93.7M
- Staff 284 · founded 1958
- Pays its leaders $137K–$613K (12 reported)
- Open jobs 7 · Jobs at Guardian Credit Union · Full 990 report