PeerBasis.org
Public & Societal Benefit · MT

Valley Financial Credit Union

Valley Financial Credit Union's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $432,154 for Casey Klein, Chief Executive Officer (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $443,525. It is higher than the D + F figure for 34 of 48 peer organizations selected under the disclosed tier Same NTEE major group (W), nationwide + size band 0.77–1.3× revenue (approximately 71%; median $329,061). This is descriptive, not a reasonableness conclusion.

$32,952,579Total revenue (FY 2024)
$432,154Reported Part VII D + F figure
34 / 48Selected peers with a strictly lower 2025-dollar figure (approximately 71%)

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Review the selected comparables for Valley Financial Credit Union, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE major group (W), nationwide + size band 0.77–1.3× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
Army Emergency Relief VA$32,975,008 $224,294
Petersburg Medical Center AK$32,857,391 $213,860
Streator Onized Credit Union IL$32,389,635 $248,653
Promedica Foundation OH$32,387,903 $14,660
Mille Lacs Energy Cooperative MN$32,345,600 $284,769
B Lab Company PA$32,030,972 $310,250
Tompkins Consolidated Area Transit Inc NY$31,535,189 $145,363
American Public Works Association MO$34,418,137 $565,171

View the organization record and available filings on ProPublica