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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Public & Societal Benefit Valley Financial Credit Union

Valley Financial Credit Union

Fiscal year ending 2024. Filed on November 17, 2025.

PO Box 20417
Billings, Montana 59104

Valley Financial Credit Union (EIN: 81-0247124), also known as Valley Credit Union, has filed an IRS Form 990 since fiscal year 2019. In its fiscal year 2024 IRS Form 990 filing, Valley Financial Credit Union, a 501(c)(14) state-chartered credit union or mutual reserve fund, reported compensation for 10 out of 155 total employees. Among the employees shown here, the average compensation is $197,865. The highest compensated employee at Valley Financial Credit Union is Casey Klein with fiscal year 2024 compensation of $432,154.

Revenue, expenses, and employee compensation

Revenue

$32,952,579

Expenses

$27,833,236

Employee compensation

$9,914,956
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Casey Klein
Chief Executive Officer
$432,154
$387,291 No related comp$44,863
Alan Vogt
Senior Vice President Commercial Services
$212,759
$185,169 No related comp$27,590
Scott Kanning
Chief Financial Officer
$206,667
$185,386 No related comp$21,281
Jessica Haynes
Mortgage Loan Originator
$201,558
$189,620 No related comp$11,938
Christopher Lorash
Senior Vice President of Mortgage and CONS
$182,419
$171,163 No related comp$11,256
Kindra McMullin
Chief Operating Officer
$164,722
$143,936 No related comp$20,786
Joseph Olivo
Vice President of Member Experience
$155,205
$135,046 No related comp$20,159
Jacqueline Helman
Mortgage Loan Originator
$152,159
$134,685 No related comp$17,474
Deby Murch
Vice President of Hr/Admin
$141,817
$120,661 No related comp$21,156
Brandon Scala
Senior Vice President of Business Developm
$129,186
$120,857 No related comp$8,329

Benchmark Employee Compensation

Non-Employee Board Members

Ann Adair
Secretary
Brad Neilson
Director
Gabriel Briano
Director/Incoming Board Chairperson
Jordan Frickle
Treasurer
Lisa Huertas
Director
Reg Gibbs
Board Chairperson-Outgoing
Wes Oja
VICE Chairman/Chairperson
Zac Rohrer
Director

Contractors

Fiserv
Processing
$2,526,719
A D Creative Group
Advertising
$548,585
Samaha & Associates Inc.
Consulting
$196,807
Strategic Resource Management Inc.
Consulting
$173,321
Tw Clark & Ridley Construction
Construction
$161,284

Mission Statement

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

Revisions to this organization profile

November 17, 2025:
2024 Valley Financial Credit Union 990 filed
November 14, 2024:
2023 Valley Financial Credit Union 990 filed
November 14, 2023:
2022 Valley Financial Credit Union 990 filed

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