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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 2023. Filed on November 14, 2024.

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 2023 IRS Form 990 filing, Valley Financial Credit Union, a 501(c)(14) state-chartered credit union or mutual reserve fund, reported compensation for 7 out of 140 total employees. Among the employees shown here, the average compensation is $182,733. The highest compensated employee at Valley Financial Credit Union is Casey Klein with fiscal year 2023 compensation of $372,877.

Revenue, expenses, and employee compensation

Revenue

$25,980,550

Expenses

$21,228,536

Employee compensation

$8,649,746
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Casey Klein
Chief Executive Officer
$372,877
$334,601 No related comp$38,276
Scott Kanning
Chief Financial Officer
$190,276
$171,413 No related comp$18,863
Cindy Roesler
Chief Risk Officer
$171,402
$149,670 No related comp$21,732
Kindra McMullin
Chief Operating Officer
$156,837
$136,972 No related comp$19,865
Alan Vogt
Senior Vice President Commercial Services
$142,442
$131,990 No related comp$10,452
Brandon Scala
Senior Vice President of Business Development
$124,474
$117,552 No related comp$6,922
Christopher Lorash
Senior Vice President of Mortgage and Consumer Lending
$120,822
$116,448 No related comp$4,374

Benchmark Employee Compensation

Non-Employee Board Members

Ann Adair
Secretary
Chuck Sommers
Outgoing Treasurer/Emeritus
Gabriel Briano
Director
Jordan Frickle
Treasurer
Kyle Brucker
Outgoing Director
Lisa Huertas
Director
Reg Gibbs
Board Chair
Wes Oja
Vice Chair

Contractors

Fiserv
Processing
$2,003,604
A D Creative Group
Advertising
$424,795
Tw Clark & Ridley Construction
Construction
$270,136
First Call Computer Solutions Inc.
IT
$147,447
Mailing Technical Services
Mailing
$147,073

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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