2016-10-24T11:02:26-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2015-01-01 941664405 SAFEAMERICA CREDIT UNION SAFE 9258478316 6001 GIBRALTAR DRIVE PLEASANTON CA 94588 CHUCK DUNBAR VP FINANCE 9258478316 2016-10-06 1 JANIS ISAACSON P00089104 6022662248 2015 2017-02-10 21:41:12Z CHUCK DUNBAR 6001 GIBRALTAR DRIVE PLEASANTON CA 94588 16060078 0 X WWW.SAFEAMERICA.COM X 1953 CA IT IS THE MISSION OF SAFEAMERICA CREDIT UNION TO EXCEED THE LEVEL OF MEMBERS EXPECTATIONS BY PROVIDING SUPERIOR PERSONAL SERVICE, ATTRACTIVE FINANCIAL PRODUCTS TO FULFILL MEMBERS NEEDS, AND CONVENIENT MEANS OF ACCESS WHILE MAINTAINING A SAFE AND SOUND FINANCIAL INSTITUTION. 8 8 89 10 7753 -93255 0 0 14353551 16058275 -8381 -32710 0 0 14345170 16025565 0 0 0 0 6192840 6620371 0 0 0 6976173 6881131 13169013 13501502 1176157 2524063 333011032 361861400 305858066 332189599 27152966 29671801 WE ARE DEDICATED TO SERVING THE MEMBERS' BEST INTEREST, TO PROVIDE VALUE RELATIVE TO COST, AND TO EARN THEIR TRUST AND CONFIDENCE BY OPERATING IN AN ETHICAL AND FINANCIALLY SOUND MANNER. 0 0 THE CREDIT UNION PROVIDES DRAFT AND SHARE ACCOUNTS, CONSUMER LOANS, SHARE CERTIFICATES AND OTHER EXEMPT FUNCTION ACTIVITIES TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6325 0 1 89 1 1 1 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 9258478316 6001 GIBRALTAR DRIVE PLEASANTON CA 94588 FRANK ZAMPELLA CHAIRMAN 1.00 X 0 0 0 CLIFF BOEHRER 1ST VICE CHARIMAN 1.00 X 0 0 0 SUSAN WALLS DIRECTOR 1.00 X 0 0 0 DIANE BAILEY DIRECTOR 1.00 X 0 0 0 PATTY CARLSON DIRECTOR 1.00 X 0 0 0 JASON CHANG DIRECTOR 1.00 X 0 0 0 CARMINE PERRELLI DIRECTOR 1.00 X 0 0 0 TRACY THAMES COODINATOR SUPERVISORY 1.00 X 0 0 0 JEFF JOSEPH MEMBER 1.00 X 0 0 0 BRIAN SCHULTZ MEMBER 1.00 X 0 0 0 CHUCK DUNBAR VP OF FINANCE 40.00 X 187201 0 32874 ROBIN HAUAN VP OF MARKETING 40.00 X 176139 0 37077 JANICE COX-CARMO VP OF HUMAN RESOURCE 40.00 X 147421 0 57311 CANDY DAVIS VP OF MBR SERVICE 40.00 X 161778 0 22227 JOHN GRACYALNY VP OF IT 40.00 X 160810 0 23931 BARRY ROACH CEO 40.00 X 275722 0 32408 AMRITA PRASAD VP OF LENDING 40.00 X 118264 0 25133 1227335 0 230961 7 0 1 0 BLUE POINT SOLUTIONS 2560 ANTHEM VILLAGE DR STE 200 HENDERSON NV 89052 CHECK IMAGING SYSTEM 406323 CORELATION 2305 HISTORIC DECATUR RD ST 300 SAN DIEGO CA 92106 CORE SYSTEM 337614 FISERV 99944 COLLECTION CENTER DR CHICAGO IL 60693 DEBIT AND CREDIT CARD PROCESSING 140041 3 PROGRAM SERVICE REVENUE 522100 16050522 16050522 UNRELATED BUSINESS INCOME 524298 7753 7753 16058275 1803 34513 -32710 -32710 -32710 16025565 16017812 7753 0 1458296 3462133 360720 954896 384326 40350 153287 323151 76221 643324 918230 232358 1248839 321350 117781 OPERATING EXPENSES 2108077 OTHER EXPENSES-PROGSERV 698163 13501502 10415047 31776028 94707 67320 238929761 298299440 315663 533071 17251865 9161068 7684131 8090797 65219947 12118154 126000 100800 10225776 10875790 333011032 361861400 2070854 2246743 0 9292367 303787212 320650489 305858066 332189599 X 0 0 0 0 27152966 29671801 27152966 29671801 333011032 361861400 2524063 -5228 0 X X 0 1 X 1 0 2762915 2762915 4562621 1541287 3021334 2615625 2164445 451180 7310704 5455336 1855368 8090797 OTHER LIABILITIES 343314 MEMBERS SHARE ACCOUNTS 320307175 320650489 X 1 1 X X 0 0 0 CHUCK DUNBAR VP OF FINANCE 165519 0 21682 0 0 0 11949 0 20925 0 220075 0 0 0 ROBIN HAUAN VP OF MARKETING 151124 0 25015 0 0 0 15669 0 21408 0 213216 0 0 0 JANICE COX-CARMO VP OF HUMAN RESOURCE 122018 0 25403 0 0 0 36000 0 21311 0 204732 0 0 0 CANDY DAVIS VP OF MBR SERVICE 137992 0 23786 0 0 0 10326 0 11901 0 184005 0 0 0 JOHN GRACYALNY VP OF IT 133120 0 27690 0 0 0 5669 0 18262 0 184741 0 0 0 BARRY ROACH CEO 201983 0 73739 0 0 0 32408 0 0 0 308130 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B APPROVALS ARE MADE BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS AVAILABLE TO BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C VOLUNTEERS MUST DISCLOSE TO THE BOARD OF DIRECTORS ANNUALLY ANY INVOLVEMENT WITH ORGANIZATIONS WHICH DO BUSINESS WITH THE CREDIT UNION. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DECIDED ON BY THE BOARD OF DIRECTORS WITH HELP FROM THE VP OF HUMAN RESOURCES. KEY EMPLOYEES COMPENSATION IS DECIDED BY THE CEO AND VP OF HUMAN RESOURCES. COMPARATIVE DATA IS USED IN THIS PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE SUPERVISORY COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE IN EITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS.