Jefferson Financial Federal Credit Union

Jefferson Financial Federal Credit Union Overview

Jefferson Financial Federal Credit Union is located in Metairie, LA. The organization was established in 2017. According to its NTEE Classification (W61) the organization is classified as: Credit Unions, under the broad grouping of Public & Societal Benefit and related organizations. As of 12/2015, Jefferson Financial Federal Credit Union employed 175 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2015

Describe the Organization's Mission:

Part 3 - Line 1

"HELPING MEMBERS ACHIEVE THEIR FINANCIAL SUCCESS" BY PROVIDING TO THEM FINANCIAL SERVICES.

Describe the Organization's Program Activity:

Part 3 - Line 4a

WE OFFER BOTH SAVINGS AND CHECKING ACCOUNTS TO OUR MEMBERS WITH NO MONTHLY SERVICE CHARGES. THE SHARE SAVINGS ACCOUNTS REPRESENTS THE MEMBER'S OWNERSHIP SHARE OF THE CREDIT UNION.


WE GIVE OUR MEMBERS THE OPPORTUNITY TO SAVE THROUGH THE PURCHASE OF CERTIFICATES OF DEPOSIT WHICH RANGE FROM 6 MONTHS TO 5 YEARS IN TERM WITH A MINIMUM REQUIRED DEPOSIT OF $1,000.


GIVING THE OPPORTUNITY FOR OUR MEMBERS TO PURCHASE HOMES BY PROVIDING MORTGAGES AND SECURED FINANCING FOR OTHER CONSUMER PURCHASES, SUCH AS USED VEHICLES AND CREDIT CARDS.


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Jefferson Financial Federal Credit Union Board, Officers & Key Employees

Name (title)Compensation
Mark Rosa
President/ceo
$282,989
Carie Lopez
VP Of Lending
$182,244
Rob Crowley
Chief Technology Officer
$137,435
Kristin Morrison
VP Of Operations
$134,696
Casey Kucera
VP Of Finance
$130,347
Sharon Wegner
Treasurer
$1,886

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$18,026,560
Investment income $238,772
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales -$5,926
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $24,511,023

Jefferson Financial Federal Credit Union Peer Organizations

Organization NameAssets
First Service Credit Union
Houston, TX
$51,399,270
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$48,572,194
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$51,652,385
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$47,287,563
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$51,540,286
United Heritage Credit Union
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$48,829,880
Intouch Credit Union
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$42,962,924
Texans Credit Union
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$61,592,504
Texas Bay Credit Union
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$38,538,409
Resource One Credit Union
Dallas, TX
$37,754,687
Community Resource Credit Union
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$40,320,206
Associated Credit Union Of Texas
League City, TX
$31,238,390

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