CREDIT UNIONS IN THE STATE OF CALIFORNIA: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-1243656)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202503179349311030
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule C
Schedule D
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T17:39:08-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954083485	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TURNER WARREN HWANG & CONRAD ACCTCY	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 NORTH FIRST ST STE 202	AddressLine1Txt
City	BURBANK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91502	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941243656	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EXCITE CREDIT UNION	BusinessNameLine1Txt
Business Name Line2	(FKA ALLIANCE CREDIT UNION)	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	EXCI	BusinessNameControlTxt
Phone	4082657322	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	151 BERNAL ROAD	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95119	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRIAN DORCY	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	4082657322	PhoneNum
Signature	2025-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NATALIE HULL CPA	PreparerPersonNm
PTIN	P00089332	PTIN
Phone	8189549700	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	BRIAN DORCY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	151 BERNAL ROAD	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95119	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$38,299,339	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.EXCITECU.ORG	WebsiteAddressTxt
Type Of Organization Other	Yes (X)	TypeOfOrganizationOtherInd
Other Organization Dsc	CREDIT UNION	OtherOrganizationDsc
Formation	1952	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	144	TotalEmployeeCnt
Total Volunteers	21	TotalVolunteersCnt
Total Gross UBI	$123,902	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$33,004,898	PYProgramServiceRevenueAmt
CY Program Service Revenue	$34,080,074	CYProgramServiceRevenueAmt
PY Investment Income	$3,711,810	PYInvestmentIncomeAmt
CY Investment Income	$4,074,943	CYInvestmentIncomeAmt
PY Other Revenue	$4,148,840	PYOtherRevenueAmt
CY Other Revenue	$144,322	CYOtherRevenueAmt
PY Total Revenue	$40,865,548	PYTotalRevenueAmt
CY Total Revenue	$38,299,339	CYTotalRevenueAmt
PY Grants And Similar Paid	$390,510	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$657,075	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$12,858,801	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$14,412,965	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$25,240,381	PYOtherExpensesAmt
CY Other Expenses	$33,915,748	CYOtherExpensesAmt
PY Total Expenses	$38,489,692	PYTotalExpensesAmt
CY Total Expenses	$48,985,788	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,375,856	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$10,686,449	CYRevenuesLessExpensesAmt
Total Assets BOY	$702,664,031	TotalAssetsBOYAmt
Total Assets EOY	$625,719,041	TotalAssetsEOYAmt
Total Liabilities BOY	$658,224,767	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$595,967,275	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$44,439,264	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$29,751,766	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	EXCITE CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, EXCITE CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	ACHIEVEMENT OF SATISFACTORY SERVICES PROVIDED TO MEMBERS IN CONNECTION WITH CONSUMER LOANS, I.E., AUTO LOANS, VISA AND PERSONAL LINES OF CREDIT.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	ACCOMPLISHMENT OF TARGET GOALS IN CONNECTION WITH PROVISION OF MORTGAGE LOAN PRODUCTS TO EXISTING MEMBERS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	MEMBER SATISFACTION IN CONNECTION WITH SERVICES PERTAINING TO CHECKING/SAVINGS ACCOUNTS, ATTRACTIVE CD RATES, IRA AND SIMILAR ACCOUNTS.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	Yes (1)	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (1)	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	18584	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	144	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	0	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	0	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PATTI JOHANNSEN CONTROLLER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4089795150	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	151 BERNAL ROAD	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95119	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DONNA RHODY
CHAIRPERSON	1.00	Yes (X)	$0	$0	$0
ALAN HANSEN
VICE CHAIRPERSON	1.00	Yes (X)	$0	$0	$0
RALPH FINELLI
BOARD SECRETARY	1.00	Yes (X)	$0	$0	$0
SURYA TURAGA
BOARD TREASURER	1.00	Yes (X)	$0	$0	$0
SHANA BARCLAY
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
BARBARA ALUMBAUGH
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
CHRIS EKREN
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
MARK HANSON
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
COLIN HACKMAN
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
MIKE UHRI
SUPV CMTE CHAIRPERSON	1.00	Yes (X)	$0	$0	$0
GRAYSON LYNCH
SUPV CMTE SECRETARY	1.00	Yes (X)	$0	$0	$0
DEVIN MCALPINE
SUPV CMTE MEMBER	1.00	Yes (X)	$0	$0	$0
LAURA GOLDING
SUPV CMTE MEMBER	1.00	Yes (X)	$0	$0	$0
DEEPJA BANSAL
SUPV CMTE MEMBER	1.00	Yes (X)	$0	$0	$0
BRIAN DORCY
PRESIDENT/CEO	40.00		$456,271	$0	$50,385	Yes (X)
DEBORAH SUNDERMAN
EXECUTIVE VP	40.00		$297,748	$0	$60,332		Yes (X)
RICHARD WALTER
SVP, RETAIL EXPERIENCE	40.00		$100,566	$0	$3,078			Yes (X)
JACKIE HOWARD
VP, LENDING	40.00		$215,880	$0	$49,238			Yes (X)
KELLY BURKE
VP, OPERATIONS	40.00		$221,221	$0	$28,751			Yes (X)
ALEXIS HOANG
VP, TECHNOLOGY SOLUTIONS	40.00		$195,735	$0	$53,315			Yes (X)
HECTOR ESPINOZA
VP, RISK MANAGEMENT	40.00		$177,573	$0	$19,432			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,664,994	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$264,531	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	29	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
GUMAS ADVERTISING LLC
231 MARKET PI PMB 514	SAN RAMON	CA	94583	ADVERTISING SERVICE	$5,199,641
CU COOPERATIVE SYSTEMS INC
9692 HAVEN AVE	RANCHO CUCAMONGA	CA	91730	NETWORK CARD PROCESSING	$990,250
VISA USA INC
PO BOX 60510	CITY OF INDUSTRY	CA	917160510	CREDIT/DEBIT CARD PROCESSOR	$707,599
NCR CORPORATION
PO BOX 740641	LOS ANGELES	CA	900740641	ONLINE BANKING SERVICES	$607,921
FISERV
PO BOX 208457	DALLAS	TX	753208457	FINANCIAL SERVICES TECHNOLOGY	$539,718

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	37	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
INTEREST ON LOANS	522100	$26,770,722	$26,770,722
OTHER OPERATING INCOME	522100	$4,246,313	$4,156,736	$89,577
FEE INCOME	522100	$3,063,039	$3,028,714	$34,325

Field	Value	IRS element (for citing)
Total Program Service Revenue	$34,080,074	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,074,943	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,074,943	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OTHER NON-OPERATING INCOME	522100	$84,000	$84,000
GAIN ON DISPOSITION OF FIXED ASSE	522100	$60,322	$60,322

Field	Value	IRS element (for citing)
Other Revenue Total	$144,322	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$38,299,339	TotalRevenueColumnAmt
Related Or Exempt Func Income	$38,175,437	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$123,902	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$657,075	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,664,994	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,209,109	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$505,358	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,220,325	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$813,179	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$250,020	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$524,719	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,831,266	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,683,848	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,137,847	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,143,630	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,324,235	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$373,648	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,109,394	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,504,465	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$95,411	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
PROVISION FOR LOAN LOSS	$5,993,002
LOAN SERVICING	$1,959,987
MISC. OPERATING EXPENSE	$896,107
OPERATING FEES	$88,169

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$48,985,788	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$6,309,683	BOYAmt
EOY	$4,964,153	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$19,311,624	BOYAmt
EOY	$12,291,984	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$3,681,161	BOYAmt
EOY	$2,526,148	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,400,639	BOYAmt
EOY	$2,180,008	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$34,065,732	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$14,321,535	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$20,017,203	BOYAmt
EOY	$19,744,197	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$109,978,147	BOYAmt
EOY	$97,269,202	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$521,907,556	BOYAmt
EOY	$471,125,799	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,635	BOYAmt
EOY	$4,635	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$15,053,383	BOYAmt
EOY	$15,612,915	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$702,664,031	BOYAmt
EOY	$625,719,041	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$6,821,253	BOYAmt
EOY	$6,873,610	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$651,403,514	BOYAmt
EOY	$589,093,665	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$658,224,767	BOYAmt
EOY	$595,967,275	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$44,439,264	BOYAmt
EOY	$29,751,766	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$44,439,264	BOYAmt
EOY	$29,751,766	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$702,664,031	BOYAmt
EOY	$625,719,041	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$10,686,449	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$894,874	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$4,895,923	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Political Expenditures	$1,500	PoliticalExpendituresAmt
Expended527 Activities	$1,500	Expended527ActivitiesAmt
Total Exempt Function Expend	$1,500	TotalExemptFunctionExpendAmt
Form1120 POL Filed	Yes (1)	Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CCUL-PAC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3855 E GUASTI ROAD STE 202	AddressLine1Txt
City	ONTARIO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91761	ZIPCd

Field	Value	IRS element (for citing)
EIN	940357265	EIN
Paid Internal Funds	$1,500	PaidInternalFundsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I-A, LINE 1:	FormAndLineReferenceDesc
Explanation	CONTRIBUTION TO CALIFORNIA CREDIT UNION LEAGUE TO PROMOTE TRADE INFORMATION PERTAINING TO CREDIT UNIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,343,248	OtherCostOrOtherBasisAmt
Book Value	$5,343,248	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$17,005,477	OtherCostOrOtherBasisAmt
Depreciation	$5,877,867	DepreciationAmt
Book Value	$11,127,610	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$419,605	OtherCostOrOtherBasisAmt
Depreciation	$159,622	DepreciationAmt
Book Value	$259,983	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,297,402	OtherCostOrOtherBasisAmt
Depreciation	$8,284,046	DepreciationAmt
Book Value	$3,013,356	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$19,744,197	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALL OTHER INVESTMENTS	$3,336,300	F
NET LOANS & LEASES	$462,359,715	F
NCUA SHARE INSURANCE CAPITALIZATION DEPOSIT	$5,423,552	C
PAID IN CAPITAL AT CORP	$6,232	C

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$471,125,799	TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
TOTAL SHARES & DEPOSITS	$569,093,665
BORROWINGS	$20,000,000

Field	Value	IRS element (for citing)
Total Liability	$589,093,665	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	FASB ASC 740-10-65, INCOME TAXES, PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CREDIT UNION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND CURRENT TAX LIABILITY IN THE CURRENT YEAR. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY HAS NOT RECORDED A LIABILITY FOR THE PAYMENT OF INTEREST OR PENALTIES.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt
AMIGOS DE GUADALUPE CENTER FOR JUSTICE
1897 ALUM ROCK AVE	SAN JOSE	CA	95116	770555838	501(C)(3)	$112,500	$0	FMV	TO ASSIST IN ENSURING THAT THE BASIC NEEDS OF OUR COMMUNITY ARE MET, DELIVER HIGH- QUALITY PROGRAMS, AND MOBILIZE AND ORGANIZE FOR JUSTICE.
SAN JOSE GRAIL FAMILY SERVICES INC
2003 E SAN ANTONIO ST	SAN JOSE	CA	95116	770397354	501(C)(3)	$105,000	$0	FMV	TO PROMOTE CHILDREN'S SUCCESS AND WELL-BEING.
HISPANIC FOUNDATION OF SILICON VALLEY
1961 THE ALAMEDA	SAN JOSE	CA	95126	770481921	501(C)(3)	$81,500	$0	FMV	TO SUPPORT INDIVIDUALS IN TERMS OF HEALTH, EDUCATION & LEADERSHIP OF THE HISPANIC COMMUNITY IN SILICON VALLEY.
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER RD	SAN JOSE	CA	95134	942766269	501(C)(3)	$50,000	$0	FMV	TO SERVE AND ADVOCATE FOR INDIVIDUALS AND FAMILIES IN NEED, ESPECIALLY THOSE LIVING IN POVERTY, AND TO CREATE A MORE JUST AND COMPASSIONATE COMMUNITY.
SUNDAY FRIENDS FOUNDATION
645 WOOL CREEK DR	SAN JOSE	CA	95112	770518937	501(C)(3)	$50,000	$0	FMV	TO ASSIST IN BREAKING THE GENERATIONAL CYCLE OF POVERTY BY FOSTERING POSITIVE DEVELOPMENT IN CHILDREN WHILE EDUCATING AND GUIDING PARENTS TO SUPPORT THEIR CHILDREN'S LIFE SUCCESS.
ALUM ROCK UNION SCHOOL DISTRICT
2930 GAY AVE	SAN JOSE	CA	95127	770016360	501(C)(3)	$30,000	$0	FMV	TO PROVIDE STUDENTS WITH HIGH-QUALITY, 21ST-CENTURY LEARNING THAT BUILDS UPON THE DIVERSE COMMUNITY TO PREPARE THEM AS LIFELONG LEARNERS AND FUTURE PROFESSIONALS.
EAST SIDE UNION HIGH SCHOOL DISTRICT
2530 BERRYESSA RD	SAN JOSE	CA	95132	264148665	501(C)(3)	$30,000	$0	FMV	TO SUPPORT THE SCHOOL IN EDUCATING STUDENTS AND PROVIDING SUPPORT AND ENHANCEMENT OF EXTRACURRICULAR, EDUCATIONAL, AND ATHLETIC OPPORTUNITIES FOR STUDENTS.
THE HEALING PLACE OF NEW HANOVER COUNTY
1000 MEDICAL CENTER DRIVE	WILMINGTON	CA	28401	853768731	501(C)(3)	$30,000	$0	FMV	TO ASSIST IN THE ORGANIZATION IN TRANSFORMING INDIVIDUALS AFFECTED BY ADDICTION AND HOMELESSNESS THROUGH ACCOUNTABILITY AND CONNECTION.
EXCITE FOUNDATION
265 CURTNER AVE	SAN JOSE	CA	95125	854059911	501(C)(3)	$20,000	$0	FMV	TO RAISE FUNDS THAT SUPPORT CHARITABLE ORGANIZATIONS THAT BENEFIT COMMUNITIES SERVED BY EXCITE CREDIT UNION.
ESCUELA POPULAR
149 N WHITE RD	SAN JOSE	CA	95127	770354277	501(C)(3)	$10,000	$0	FMV	TO EDUCATE STUDENTS AND PREPARE THEM FOR THE FUTURE IN A SAFE AND ENGAGING ENVIRONMENT.
LATINO BUSINESS FOUNDATION SV
1695 ALUM ROCK AVE	SAN JOSE	CA	95116	843419477	501(C)(3)	$10,000	$0	FMV	TO ASSIST IN BUILDING THE TOOLS NECESSARY FOR MINORITY ENTREPRENEURS ESPECIALLY THOSE IN LOW INCOME NEIGHBORHOODS TO PROSPER AND GROW, CREATING A THRIVING COMMUNITY.
PIVOTAL CONNECTIONS
75 E SANTA CLARA ST	SAN JOSE	CA	95113	770166138	501(C)(3)	$10,000	$0	FMV	TO HELP YOUNG PEOPLE IN AND FROM FOSTER CARE REALIZE THEIR EDUCATIONAL AND CAREER GOALS BY ENSURING EQUITABLE ACCESS TO OPPORTUNITY.
WEST CONTRA COSTA PUBLIC EDUCATION FUND
1400 MARINA WAY S	RICHMOND	CA	94804	680005307	501(C)(3)	$10,000	$0	FMV	TO HELP STUDENTS SUCEED IN COLLEGE, CAREER AND LIFE.
HEALTHIER KIDS FOUNDATION
4040 MOORPARK AVE	SAN JOSE	CA	95117	770545774	501(C)(3)	$8,500	$0	FMV	TO ENSURE THAT EVERY CHILD IN COMMUNITY RECEIVES THE FAMILY-CENTERED CARE NEEDED TO THRIVE.
PHOENIX HOMETOWN HIRES
621 N 4TH ST	WILMINGTON	CA	28401	542074778	501(C)(3)	$6,000	$0	FMV	TO EMPOWER INDIVIDUALS TO ACHIEVE THEIR POTENTIAL THROUGH EMPLOYMENT AND STABLE LIVES.
SCHOOL OF ARTS AND CULTURE AT MHP
310 SOUTH 1ST STREET	SAN JOSE	CA	95113	800714882	501(C)(3)	$6,000	$0	FMV	TO ASSIST THE SCHOOL IN PROMOTING CREATIVITY IN THE COMMMUNITY.

Field	Value	IRS element (for citing)
Total501c3 Org	16	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIAN DORCY
PRESIDENT/CEO	$452,707	$0	$0	$0	$3,564	$0	$20,020	$0	$30,365	$0	$506,656	$0	$0	$0
DEBORAH SUNDERMAN
EXECUTIVE VP	$296,938	$0	$0	$0	$810	$0	$18,654	$0	$41,678	$0	$358,080	$0	$0	$0
JACKIE HOWARD
VP, LENDING	$213,806	$0	$0	$0	$2,074	$0	$13,555	$0	$35,683	$0	$265,118	$0	$0	$0
KELLY BURKE
VP, OPERATIONS	$220,297	$0	$0	$0	$924	$0	$13,042	$0	$15,709	$0	$249,972	$0	$0	$0
ALEXIS HOANG
VP, TECHNOLOGY SOLUTIONS	$194,664	$0	$0	$0	$1,071	$0	$12,536	$0	$40,779	$0	$249,050	$0	$0	$0
HECTOR ESPINOZA
VP, RISK MANAGEMENT	$176,983	$0	$0	$0	$590	$0	$3,597	$0	$15,835	$0	$197,005	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINES 4A-B	FormAndLineReferenceDesc
Explanation	THE CREDIT UNION HAS AN ELIGIBLE, NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EXECUTIVES UNDER IRC SECTION 457(B). IN 2024, RICHARD WALTER RECEIVED A SEVERANCE PAYMENT OF $57,749.	ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (12 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
DEBORAH SUNDERMAN
KEY EMPLOYEE	VISA	Yes (X)	$30,000	$9,262	0	0	Yes (1)
DEBORAH SUNDERMAN
KEY EMPLOYEE	HELOC	Yes (X)	$150,000	$63,270	0	0	Yes (1)
DEBORAH SUNDERMAN
KEY EMPLOYEE	MORTGAGE	Yes (X)	$700,000	$615,005	0	0	Yes (1)
JACKIE HOWARD
HCE	VISA	Yes (X)	$22,500	$20,697	0	0	Yes (1)
JACKIE HOWARD
HCE	LINE OF CREDIT	Yes (X)	$20,000	$18,950	0	0	Yes (1)
RICHARD WALTER
HCE	HELOC	Yes (X)	$153,000	$117,506	0	0	Yes (1)
RICHARD WALTER
HCE	MORTGAGE	Yes (X)	$800,000	$762,420	0	0	Yes (1)
KELLY BURKE
HCE	MORTGAGE	Yes (X)	$400,000	$298,999	0	0	Yes (1)
KELLY BURKE
HCE	HELOC	Yes (X)	$100,000	$47,683	0	0	Yes (1)
HECTOR ESPINOZA
HCE	AUTO	Yes (X)	$39,912	$13,168	0	0	Yes (1)
ALEXIS HOANG
HCE	MORTGAGE	Yes (X)	$650,000	$558,482	0	0	Yes (1)
ALEXIS HOANG
HCE	HELOC	Yes (X)	$250,000	$706	0	0	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$2,526,148	TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	EXCITE CREDIT UNION IS A COOPERATIVE FINANCIAL INSTITUTION THAT IS OWNED AND CONTROLLED BY ITS MEMBERS, AND OPERATED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS TO ITS MEMBERS. THE CREDIT UNION DOES NOT HAVE STOCKHOLDERS.
FORM 990, PART VI, SECTION A, LINE 7A	THE GOVERNING BOARD OF EXCITE CREDIT UNION IS COMPRISED OF VOLUNTEER MEMBERS WHO ARE DIRECTLY ELECTED BY ITS MEMBERS. EACH MEMBER OF THE GOVERNING BOARD SERVES FOR A PERIOD AS PRESCRIBED BY OUR BY-LAWS.
FORM 990, PART VI, SECTION A, LINE 7B	AT THE END OF EACH TERM OF THE BOARD MEMBERS, ELECTIONS ARE HELD AND BOARD MEMBERS ARE VOTED BY THE MEMBERS OF THE CREDIT UNION PURSUANT TO ITS BY-LAWS. MEMBER VOTES ARE ALSO REQUIRED TO RATIFY DECISIONS DEALING WITH REORGANIZATIONS AS IN THE CASE OF MERGER OR DISSOLUTION.
FORM 990, PART VI, SECTION B, LINE 11B	PRIOR TO FILING, THE RETURN IS REVIEWED BY THE VP OF FINANCE AND THEN MADE AVAILABLE TO THE BOARD MEMBERS FOR REVIEW. AFTER THEIR REVIEW, BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO MAKE COMMENTS OR REVISIONS.
FORM 990, PART VI, SECTION B, LINE 15	A SALARY ANALYSIS IS PERFORMED FOR THE CEO, OFFICERS AND OTHER SENIOR MANAGEMENT OF THE CREDIT UNION BY AN INDEPENDENT OUTSIDE SERVICE USING DATA FROM SEVERAL SALARY SURVEYS PERFORMED FOR BANK AND CREDIT UNION PROFESSIONAL ASSOCIATIONS AND BY OTHER NATIONAL COMPENSATION ANALYSIS SERVICES. BASED ON THE DATA THEY COMPILE FROM THESE SOURCES, THEY MAKE RECOMMENDATIONS FOR THE SALARY RANGE FOR EACH POSITION PROVIDING THE DATA USED TO MAKE THEIR DETERMINATION. THE BOARD OF DIRECTORS REVIEWS THIS INFORMATION FOR THE CEO BEFORE MAKING A FINAL SALARY DECISION WHICH IS DOCUMENTED IN THE MINUTES OF THEIR MEETING. FOR OTHER OFFICERS AND SENIOR MANAGEMENT, THE INFORMATION IS REVIEWED BY THE CEO AND THE V.P. OF HUMAN RESOURCES BEFORE FINALIZING RANGES, AND COPIES OF THE SURVEY DATA ARE KEPT IN THE FILES OF THE HUMAN RESOURCES DEPARTMENT.
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF BOARD OF DIRECTOR DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:	CECL TRANSITIONAL AMOUNT (AS DETERMINED UNDER 702.703(B)) -1,721,494. PRIOR PERIOD ADJUSTMENTS -3,174,429.
FORM 990, PART XI, LINE 2C:	THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	EXCITE FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	265 CURTNER AVENUE	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95125	ZIPCd

Field	Value	IRS element (for citing)
EIN	854059911	EIN
Primary Activities	CHARITABLE ORGANIZATION	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 7	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	EXCITE CREDIT UNION(FKA ALLIANCE CREDIT UNION)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	EXCITE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$20,100	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt