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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 2022. Filed on November 14, 2023.

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 2022 IRS Form 990 filing, Valley Financial Credit Union, a 501(c)(14) state-chartered credit union or mutual reserve fund, reported compensation for 8 out of 135 total employees. Among the employees shown here, the average compensation is $168,167. The highest compensated employee at Valley Financial Credit Union is Casey Klein with fiscal year 2022 compensation of $342,553.

Revenue, expenses, and employee compensation

Revenue

$21,078,059

Expenses

$16,871,815

Employee compensation

$7,489,617
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Casey Klein
Chief Executive Officer
$342,553
$304,047 No related comp$38,506
Eric Wilson
Chief Lending Officer
$210,511
$189,661 No related comp$20,850
Scott Kanning
Chief Financial Officer
$158,810
$141,094 No related comp$17,716
Cindy Roesler
Chief Risk Officer
$143,343
$123,060 No related comp$20,283
Kindra McMullin
Chief Operating Officer
$130,978
$112,264 No related comp$18,714
Joseph Olivo
Vice President of Member Experience
$122,510
$107,851 No related comp$14,659
Troy Smith
Vice President of It/Network Administrator
$122,400
$107,002 No related comp$15,398
Jacqueline Helman
Mortgage Loan Officer
$114,234
$101,337 No related comp$12,897

Benchmark Employee Compensation

Non-Employee Board Members

Ann Adair
Secretary
Bea Ann Melichar
Director
Chuck Sommers
Treasurer
Jordan Frickle
Director
Reg Gibbs
Board Chair
Wes Oja
Vice Chair

Contractors

Fiserv
Processing
$1,783,792
A D Creative Group
Advertising
$407,621
Mailing Technical Services
Mailing
$210,902
First Call Computer Solutions Inc.
IT
$134,546
Allie Law Firm
Legal
$112,552

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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