About
Provide financial products and personalized services that will assist our members in achieving their financial goals.
In care of Jeffrey Canniff
Donations are NOT tax-deductible
Financial Snapshot
FY ending 2024-12-31Financial history
161718192021222324
RevenueExpenses
Latest FY2024: $11.9M · Avg: $9.6M
Address
155 Main ST
Southbridge, MA, 01550-252
Governance
Voting board members10
Independent members9
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardNo
Compensation practices
Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Board approved compYes
Public records
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.