PATELCO CREDIT UNION

Cite this

Plain text PATELCO CREDIT UNION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/patelco-credit-union-940755684. Retrieved 2026-11-01.

APA furp.org. (n.d.). PATELCO CREDIT UNION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 1, 2026, from https://furp.org/org/patelco-credit-union-940755684

MLA “PATELCO CREDIT UNION.” furp.org, tax years 2010–2024, https://furp.org/org/patelco-credit-union-940755684. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $527.5M · expenses $521.3M · assets $9.41B

EIN
94-0755684
Address
3 PARK PL, DUBLIN, CA 94568-7983
Website
WWW.PATELCO.ORG
NTEE code
-
Exempt type
501(c)(14): credit union (association)
Ruling date
September 1961 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

TO BUILD OUR MEMBERS' FINANCIAL HEALTH AND WELLBEING.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

126 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Erin Mendez PRESIDENT/CEO/DIRECTOR2013-2024 $1,877,977$13,125,995 1
Emmanuel Pablo FINANICAL ADVISOR III2010-2024 $1,573,737$10,277,138 1
Melissa Morgan CHIEF RETAIL OFFICER2015-2024 $967,269$5,835,263 1
Susan Makris CHIEF PEOPLE OFFICER2015-2024 $921,974$5,334,826 1
Mitsuho Wada CHIEF LENDING OFFICER2019-2024 $952,158$4,369,404 1
Ameet Seth SVP, DELIVERY2017-2024 $485,369$3,017,164 1
Angela Jeffers SVP, GENERAL COUNSEL2020-2024 $609,457$2,396,114 1
Kalyan Majmundar CHIEF TECHNOLOGY OFFICER2021-2024 $627,215$2,207,470 1
Yen Pham EXTERNAL HOME LOAN CONSULTANT2023-2024 $1,040,321$1,649,110 1
Rolland Jurgens CHIEF FINANCIAL OFFICER2022-2024 $679,485$1,291,196 1
David Fong SVP, INTERNAL AUDIT (ENDED 12/2024)2023-2024 $584,098$1,127,649 1
Aju Asar SVP, STRATEGY AND PLANNING2023-2024 $496,660$962,672 1
Armand Abhari SVP, OPERATIONS2023-2024 $388,210$668,261 1
Maninder Johal EXTERNAL HOME LOAN CONSULTANT2024 $557,842$557,842 1
Peter Hanelt DIRECTOR2010-2024 $0$52,044 1
Colleen Cabey DIRECTOR2010-2024 $0$50,619 1
Jeffrey Parks DIRECTOR2012-2024 $0$46,243 1
Race Chen DIRECTOR (ENDED 5/1/24)2010-2024 $0$33,880 1
Vickie Rath TREASURER/DIRECTOR2010-2024 $0$18,927 1
Jesse Rivera CHAIRPERSON/DIRECTOR2010-2024 $0$16,309 1
Tracey Scott SECRETARY/DIRECTOR2010-2024 $0$12,600 1
Garick Zillgitt 1ST VICE CHAIR/DIRECTOR2016-2024 $0$9,178 1
Robert Mccormish DIRECTOR2017-2024 $0$4,098 1
Susan Gruber (former) EVP, CFO (ENDED 05/2022)2015-2022 $398,423$3,711,101 1
Ken Burns (former) CEO2010-2013 $1,263,307$3,488,801 1
Kevin Landel (former) SVP, INNOVATION2013-2021 $363,489$3,332,386 1
Darryl Hall (former) FINANICAL ADVISOR2010-2022 $505,292$3,239,567 1
Vincent Salinas (former) VP, HOME LOANS2014-2023 $385,996$3,104,103 1
James F Marasco (former) HOME LOAN CONSULTANT2013-2018 $389,067$2,575,960 1
Leilani V Apolonio (former) VP PAYMENT OPERATIONS2012-2021 $254,211$2,455,110 1
Kevin Hayden (former) EXT. HOME LOAN CONS2019-2022 $664,999$2,381,781 1
Erik Welch (former) VP RETAIL OPERATIONS2014-2021 $275,771$2,201,700 2
Arlene J Piazza (former) LOAN SALES2015-2021 $519,659$2,200,984 1
Yip Channing E (former) LOAN SALES2019-2021 $1,044,850$2,056,434 1
Christopher Allen (former) CHIEF RISK OFFICER2015-2021 $129,000$2,051,415 1
Rebecca Arcia-Nicolay (former) VP CONSUMER UNDERWRITING2010-2018 $194,222$1,968,054 1
Pansy Fong (former) VP ACCOUNTING2010-2017 $245,304$1,779,018 1
Mark Peters (former) VP PROJECT MGMT (TERM ENDED 8/20/19)2014-2019 $254,643$1,500,747 1
Kenneth Darling (former) CHIEF CREDIT OFFICER2014-2017 $421,024$1,495,502 1
Rina Johnson (former) VP MARKETING2017-2021 $279,188$1,453,181 1
Michael Poirier (former) VP CONSUMER LENDING2015-2019 $341,114$1,422,455 1
Alison Jones (former) VP Marketing2010-2014 $306,724$1,343,897 1
Martin Doyle (former) VP OF TECHNOLOGY2014-2018 $314,255$1,298,575 1
Scott George (former) VP Information Systems2010-2015 $271,901$1,274,428 1
Brent Gifford (former) VP INFORMATION SECURITY2016-2019 $374,294$1,242,464 1
Scott Waite (former) EVP/CFO, CEO Patelcorp2010-2013 $352,769$1,216,191 1
Mark Hoaglin (former) VP Investments and Insurance Services2010-2013 $317,378$1,127,459 1
Ryan Misasi (former) EVP Retail Operations2010-2013 $313,867$1,055,905 1
Ron Felder (former) EVP Chief Credit Officer2010-2013 $171,965$990,982 1
Jane Krueger (former) Financial Consultant2010-2015 $312,464$987,481 1
Joshua Garrison (former) VP, CONSUMER LENDING2021-2023 $358,664$918,925 1
Matthew Reidy (former) VP, FINANCIAL (TERM ENDED 10/25/19)2017-2019 $302,352$863,990 1
Srividya Balaji (former) VP SOFTWARE DEVELOPMENT2016-2018 $315,730$852,869 1
Joseph E Long (former) INSURANCE AGENT2011-2017 $288,867$848,371 1
LeeAnn Giblin (former) SVP/Chief Administrative Officer2011-2013 $300,430$831,801 1
Patricia A Vallejo (former) Home Loan Consultant2010-2016 $322,488$810,517 1
Barry Kane (former) SVP Chief Operating Officer2010-2012 $280,645$765,338 1
Andrew J Kush (former) LOAN SALES2017-2020 $427,110$720,856 1
Hector Garza (former) Financial Consultant2011-2013 $243,794$718,091 1
Koji Fukumoto (former) VP Internal Audit2010-2013 $159,297$716,013 1
Carol Highton (former) SVP Operations2010-2012 $153,000$702,272 1
Kalyan Majmumdar (former) CTO2019-2020 $450,176$695,752 1
Ed Cassady (former) VP Human Resources2010-2012 $242,449$686,197 1
Cory Schwab (former) VP Business Loans2011-2013 $245,615$673,770 1
Elaine Hamann (former) VP DIGITAL DELIVERY2019-2020 $326,417$647,255 1
Anthony Vitale (former) VP Information Technology2010-2013 $115,466$640,697 2
Flora Nafei (former) VP Sales & Member Service2013-2015 $197,967$623,159 1
Deborah Colby (former) SVP, PLANNING & MEMBER EXP2016-2017 $299,328$622,800 1
Jose Jimenez (former) Chief Risk Officer2014-2015 $327,437$618,785 1
Michelle Gadker Anderson (former) VP OF CONSUMER LENDING & C2017-2018 $324,297$604,316 1
Susan Ccoleman (former) VP INTERNAL AUDIT2020-2021 $228,617$534,097 1
Nancy Hernandez-Guzman (former) FINANICAL ADVISOR2022 $519,581$519,581 1
Michelle M Vautour (former) LOAN SALES2021 $497,844$497,844 1
Richard Wada (former) FINANCIAL ADVISOR2018 $485,902$485,902 1
Sandra Scott (former) VP Card Services2010-2014 $178,209$483,300 1
Gary Roberts (former) SVP/Chief Technology Officer2011-2012 $217,391$458,852 1
Brandon L Blalock (former) LOAN SALES2020 $452,644$452,644 1
Gloria R Castillo (former) LOAN SALES2019 $426,120$426,120 1
Scott Waite ended 123114 (former) CFO2014 $382,702$382,702 1
Vince Salinas (former) VP Home Loans2012-2013 $201,639$381,642 1
Michael Porrier (former) VP, CONSUMER LENDING2020 $371,565$371,565 1
David Luu (former) VP Collections2012-2013 $184,121$365,650 1
Johnny D Taboada (former) senior mortgage consultant2016 $356,599$356,599 1
Julie Harrison (former) VP HR (TERM ENDED 12/31/19)2019 $321,255$321,255 1
Susan Coleman (former) VP INTERNAL AUDIT2019 $319,825$319,825 1
Jose Jimenez ended 11116 (former) Chief Risk Officer2016 $316,325$316,325 1
Scott Scherschligt ended 10516 (former) VP Inv & Ins Services2016 $316,045$316,045 1
Mark Hoaglin ended 101714 (former) VP Investments & Ins services2014 $311,488$311,488 1
Scott Scherschligt eff12015 (former) VP Inv & Ins Services2015 $292,926$292,926 1
Jennifer K Zocchi (former) VP CONTROLLER (TERM ENDED 12/6/19)2019 $283,063$283,063 1
Michelle L Greear (former) VP TRAINING2019 $279,572$279,572 1
Nilendu Saha (former) VP TECHNOLOGY (TERM ENDED 9/25/19)2019 $275,933$275,933 1
Mark Martella (former) Financial Consultant2013 $270,782$270,782 1
Lizbeth Stewart (former) VP Collections2015 $263,220$263,220 1
Alison Jones ended 922015 (former) VP Marketing2015 $261,667$261,667 1
Christopher Allen eff21014 (former) Chief audit executive2014 $260,184$260,184 1
Edwin Cassady (former) VP Human Resources2013 $246,125$246,125 1
Brent Gifford eff 12015 (former) VP Information Security2015 $241,960$241,960 1
Nancy L Kvale (former) VP CALL CENTER2019 $236,227$236,227 1
Stephanie Shah (former) DIR. ENTERPRISE BUSINESS SERVICES2021 $231,124$231,124 1
Ramon Evangelista (former) Financial Consultant2012 $228,224$228,224 1
Sandra Scott ended 12152015 (former) VP Card Services2015 $213,248$213,248 1
John Shields (former) SVP/CTO2010 $207,881$207,881 1
Andrew Chunn (former) Mortgage Lending Field Representative2010 $205,774$205,774 1
Susan Makris eff 4114 (former) Chief Human Resource Officer2014 $203,785$203,785 1
Ryan Misasi ended 52314 (former) Chief Retail Officer2014 $199,869$199,869 1
Srividya Balaji eff 12015 (former) VP Software Development2015 $197,509$197,509 1
Deborah Colby eff 4252015 (former) SVP Planning & Member Exp2015 $196,549$196,549 1
Nathaniel Burns (former) AVP, Business Development2011 $193,764$193,764 1
Ning Duong eff 12015 (former) VP Member Contact Center2015 $185,270$185,270 1
Cory Schwab ended 51514 (former) VP Member Business Loans2014 $179,352$179,352 1
Arturo Vazquez (former) Fin analysis & Statistics Dir2014 $173,119$173,119 1
Jennifer Ebert (former) VP Risk Management2010 $154,561$154,561 2
Lani Apolonio (former) VP Operations2010 $138,477$138,477 1
Joe Kleeman (former) VP, Real Estate Lending2010 $137,975$137,975 1
Corey Schwab (former) VP Business Loans2010 $130,180$130,180 1
Susan Gruber eff 91514 (former) CFO2014 $128,097$128,097 1
Viktoria Earle (former) VP Risk Management2013 $113,834$113,834 1
Melissa Morgan eff 9514 (former) Chief Retail Officer2014 $80,805$80,805 1
John Rubino (former) DIRECTOR2010-2017 $2,043$44,705 1
Gerald Upson (former) director2011-2016 $6,276$36,131 1
Peter Hanlet (former) CHAIRMAN2018-2021 $0$20,833 1
Gene Bell (former) Director2010-2015 $2,536$18,857 1
Garrick Zillgitt (former) Director2010-2015 $7,289$17,446 1
Trevor Thomas (former) INSURANCE AGENT2013-2018 $6,981$14,672 1
Jerry Upson (former) Director2010 $5,144$5,144 1

Officers and directors, no compensation reported

8 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Debbie Chaw 2ND VICE CHAIR/DIRECTOR2017-2024 5 $0 reported 1
Manuel Arens DIRECTOR (AS OF 5/1/24)2024 5 $0 reported 1
Peter Hanel (former) DIRECTOR2023 5 $0 reported 1
Laura Chambers (former) SECRETARY2017-2020 5 $0 reported 1
Emily Schubert (former) DIRECTOR2019-2020 5 $0 reported 1
Lonnie Barish (former) DIRECTOR2017 5 $0 reported 1
Sharon Wilson (former) DIRECTOR2017 5 $0 reported 1
Debra Chaw (former) Supervisory Committee Chair2014 5 $0 reported 1

People by year

2024 · 25 people listed · 14 paid, $11.8M · 851 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN MENDEZ PRESIDENT/CEO/DIRECTOR40 $1,570,994$0$306,983 $1,877,9771
EMMANUEL PABLO FINANICAL ADVISOR III40 $1,518,446$0$55,291 $1,573,7371
YEN PHAM EXTERNAL HOME LOAN CONSULTANT40 $1,004,618$0$35,703 $1,040,3211
MELISSA MORGAN CHIEF RETAIL OFFICER40 $587,891$0$379,378 $967,2691
MITSUHO WADA CHIEF LENDING OFFICER40 $610,765$0$341,393 $952,1581
SUSAN MAKRIS CHIEF PEOPLE OFFICER40 $533,536$0$388,438 $921,9741
ROLLAND JURGENS CHIEF FINANCIAL OFFICER40 $624,194$0$55,291 $679,4851
KALYAN MAJMUNDAR CHIEF TECHNOLOGY OFFICER40 $576,334$0$50,881 $627,2151
ANGELA JEFFERS SVP, GENERAL COUNSEL40 $573,289$0$36,168 $609,4571
DAVID FONG SVP, INTERNAL AUDIT (ENDED 12/2024)40 $532,232$0$51,866 $584,0981
MANINDER JOHAL EXTERNAL HOME LOAN CONSULTANT40 $531,312$0$26,530 $557,8421
AJU ASAR SVP, STRATEGY AND PLANNING40 $448,050$0$48,610 $496,6601
AMEET SETH SVP, DELIVERY40 $433,526$0$51,843 $485,3691
ARMAND ABHARI SVP, OPERATIONS40 $348,236$0$39,974 $388,2101
JESSE RIVERA CHAIRPERSON/DIRECTOR5 $0$0$0 $01
VICKIE RATH TREASURER/DIRECTOR5 $0$0$0 $01
TRACEY SCOTT SECRETARY/DIRECTOR5 $0$0$0 $01
ROBERT MCCORMISH DIRECTOR5 $0$0$0 $01
RACE CHEN DIRECTOR (ENDED 5/1/24)5 $0$0$0 $01
PETER HANELT DIRECTOR5 $0$0$0 $01
COLLEEN CABEY DIRECTOR5 $0$0$0 $01
DEBBIE CHAW 2ND VICE CHAIR/DIRECTOR5 $0$0$0 $01
GARICK ZILLGITT 1ST VICE CHAIR/DIRECTOR5 $0$0$0 $01
JEFFREY PARKS DIRECTOR5 $0$0$0 $01
MANUEL ARENS DIRECTOR (AS OF 5/1/24)5 $0$0$0 $01
2023 · 25 people listed · 15 paid, $10.3M · 857 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN MENDEZ PRESIDENT/CEO/DIRECTOR40 $1,434,352$0$309,867 $1,744,2191
MITSUHO WADA CHIEF LENDING OFFICER40 $535,006$0$457,939 $992,9451
EMMANUEL PABLO FINANICAL ADVISOR II40 $937,505$0$53,310 $990,8151
MELISSA MORGAN CHIEF RETAIL OFFICER40 $544,370$0$387,153 $931,5231
SUSAN MAKRIS CHIEF ADMINISTRATIVE OFFICER40 $502,019$0$387,153 $889,1721
YEN PHAM EXT HOME LOAN CONS40 $575,585$0$33,204 $608,7891
KALYAN MAJMUNDAR CHIEF TECHNOLOGY OFFICER40 $549,158$0$48,823 $597,9811
ANGELA JEFFERS SVP, GENERAL COUNSEL40 $534,411$0$33,455 $567,8661
DAVID FONG SVP, INTERNAL AUDIT40 $495,911$0$47,640 $543,5511
ROLLAND JURGENS CHIEF FINANCIAL OFFICER40 $462,998$0$53,310 $516,3081
AJU ASAR SVP, STRATEGY, PLANNING, & EXECUTION40 $421,584$0$44,428 $466,0121
AMEET SETH SVP, DELIVERY40 $406,059$0$50,177 $456,2361
VINCENT SALINAS VP, HOME LOANS40 $362,993$0$23,003 $385,9961
JOSHUA GARRISON VP, CONSUMER LENDING40 $316,308$0$42,356 $358,6641
ARMAND ABHARI SVP, OPERATIONS40 $243,862$0$36,189 $280,0511
JESSE RIVERA CHAIRPERSON/DIRECTOR5 $0$0$0 $01
VICKIE RATH TREASURER/DIRECTOR5 $0$0$0 $01
TRACEY SCOTT SECRETARY/DIRECTOR5 $0$0$0 $01
ROBERT MCCORMISH DIRECTOR5 $0$0$0 $01
RACE CHEN DIRECTOR5 $0$0$0 $01
PETER HANEL DIRECTOR5 $0$0$0 $01
COLLEEN CABEY DIRECTOR5 $0$0$0 $01
DEBBIE CHAW 2ND VICE CHAIR/DIRECTOR5 $0$0$0 $01
GARICK ZILLGITT 1ST VICE CHAIR/DIRECTOR5 $0$0$0 $01
JEFFREY PARKS DIRECTOR5 $0$0$0 $01
2022 · 25 people listed · 15 paid, $9.0M · 836 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN MENDEZ PRESIDENT/CEO/DIRECTOR40 $1,250,282$0$44,818 $1,295,1001
EMMANUEL PABLO FINANICAL ADVISOR II40 $914,471$0$50,608 $965,0791
MELISSA MORGAN CHIEF RETAIL OFFICER40 $488,639$0$383,608 $872,2471
SUSAN MAKRIS CHIEF ADMINISTRATIVE OFFICER40 $448,444$0$385,149 $833,5931
MITSUHO WADA CHIEF LENDING OFFICER40 $483,873$0$225,411 $709,2841
KEVIN HAYDEN EXT. HOME LOAN CONS40 $610,299$0$54,700 $664,9991
KALYAN MAJMUNDAR CHIEF TECHNOLOGY OFFICER40 $498,021$0$44,280 $542,3011
NANCY HERNANDEZ-GUZMAN FINANICAL ADVISOR40 $476,220$0$43,361 $519,5811
ANGELA JEFFERS SVP, GENERAL COUNSEL40 $480,402$0$31,685 $512,0871
DARRYL HALL FINANICAL ADVISOR40 $462,552$0$42,740 $505,2921
AMEET SETH SVP, DELIVERY40 $359,033$0$48,088 $407,1211
SUSAN GRUBER EVP, CFO (ENDED 05/2022)40 $369,985$0$28,438 $398,4231
VINCENT SALINAS VP, HOME LOANS40 $348,337$0$22,645 $370,9821
JOSHUA GARRISON VP, CONSUMER LENDING40 $277,443$0$38,446 $315,8891
ROLLAND JURGENS EVP, CFO (AS OF 10/2022)40 $84,346$0$11,057 $95,4031
COLLEEN CABEY DIRECTOR5 $0$0$0 $01
DEBBIE CHAW 2ND VICE CHAIR5 $0$0$0 $01
GARICK ZILLGITT 1ST VICE CHAIR5 $0$0$0 $01
JEFFREY PARKS DIRECTOR5 $0$0$0 $01
JESSE RIVERA CHAIRMAN5 $0$0$0 $01
PETER HANELT DIRECTOR5 $0$0$0 $01
RACE CHEN DIRECTOR5 $0$0$0 $01
ROBERT MCCORMISH DIRECTOR5 $0$0$0 $01
TRACEY SCOTT SECRETARY/DIRECTOR5 $0$0$0 $01
VICKIE RATH TREASURER/DIRECTOR5 $0$0$0 $01
2021 · 32 people listed · 22 paid, $9.5M · 996 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
YIP CHANNING E LOAN SALES40 $1,020,131$0$24,719 $1,044,8501
ERIN MENDEZ PRESIDENT/CEO/DIRECTOR40 $985,414$0$41,454 $1,026,8681
EMMANUEL PABLO LOAN SALES40 $709,317$0$41,454 $750,7711
KEVIN HAYDEN INVESTMENT SALES40 $489,686$0$51,565 $541,2511
ARLENE J PIAZZA LOAN SALES40 $486,949$0$32,710 $519,6591
MICHELLE M VAUTOUR LOAN SALES40 $461,739$0$36,105 $497,8441
SUSAN GRUBER EVP, CFO40 $405,200$0$49,140 $454,3401
KALYAN MAJMUNDAR CTO40 $397,660$0$42,313 $439,9731
MITSUHO R WADA CLO40 $370,262$0$40,840 $411,1021
MELISSA MORGAN CHIEF RETAIL OFFICER40 $375,289$0$33,581 $408,8701
ANGELA L JEFFERS SVP, GENERAL COUNCIL40 $362,155$0$30,966 $393,1211
SUSAN MAKRIS CAO40 $335,230$0$33,644 $368,8741
KEVIN LANDEL SVP, INNOVATION40 $317,666$0$45,823 $363,4891
AMEET SETH VP BRANCHES40 $266,719$0$45,179 $311,8981
VINCENT B SALINAS VP REAL ESTATE LENDING40 $280,498$0$21,424 $301,9221
RINA JOHNSON VP MARKETING40 $246,999$0$32,189 $279,1881
ERIK L WELCH VP RETAIL OPERATIONS40 $251,394$0$24,377 $275,7712
LEILANI V APOLONIO VP PAYMENT OPERATIONS40 $226,894$0$27,317 $254,2111
JOSHUA L GARRISON VP, CONSUMER LENDING40 $210,255$0$34,117 $244,3721
STEPHANIE SHAH DIR. ENTERPRISE BUSINESS SERVICES40 $191,125$0$39,999 $231,1241
SUSAN CCOLEMAN VP INTERNAL AUDIT40 $202,036$0$26,581 $228,6171
CHRISTOPHER ALLEN CHIEF RISK OFFICER40 $129,000$0$0 $129,0001
JESSE RIVERA SECRETARY5 $0$0$0 $01
VICKIE RATH TREASURER5 $0$0$0 $01
PETER HANLET CHAIRMAN5 $0$0$0 $01
DEBBIE CHAW 2ND VICE CHAIR5 $0$0$0 $01
GARICK ZILLGITT 1ST VICE CHAIR5 $0$0$0 $01
JEFFREY PARKS DIRECTOR5 $0$0$0 $01
COLLEEN CABEY DIRECTOR5 $0$0$0 $01
ROBERT A MCCORMISH DIRECTOR5 $0$0$0 $01
TRACEY SCOTT DIRECTOR5 $0$0$0 $01
RACE CHEN DIRECTOR5 $0$0$0 $01
2020 · 33 people listed · 23 paid, $10.0M · 887 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN MENDEZ PRESIDENT/CEO40 $1,168,119$0$41,307 $1,209,4261
MITSUHO R WADA CLO40 $758,271$0$40,752 $799,0231
EMMANUEL PABLO LOAN SALES40 $678,802$0$41,307 $720,1091
SUSAN GRUBER EVP, CFO40 $516,641$0$49,222 $565,8631
KEVIN HAYDEN INVESTMENT SALES40 $473,094$0$52,084 $525,1781
YIP CHANNING E LOAN SALES40 $485,623$0$23,915 $509,5381
MELISSA MORGAN CHIEF RETAIL OFFICER40 $461,056$0$33,444 $494,5001
BRANDON L BLALOCK LOAN SALES40 $416,692$0$35,952 $452,6441
KALYAN MAJMUMDAR CTO40 $407,919$0$42,257 $450,1761
KEVIN LANDEL SVP, INNOVATION40 $392,849$0$48,378 $441,2271
SUSAN MAKRIS CAO40 $405,604$0$33,468 $439,0721
ANDREW J KUSH LOAN SALES40 $394,926$0$32,184 $427,1101
MICHAEL PORRIER VP, CONSUMER LENDING40 $326,754$0$44,811 $371,5651
AMEET SETH VP BRANCHES40 $318,673$0$44,964 $363,6371
VINCENT B SALINAS VP REAL ESTATE LENDING40 $332,033$0$21,159 $353,1921
ELAINE HAMANN VP DIGITAL DELIVERY40 $308,378$0$18,039 $326,4171
ERIK L WELCH VP RETAIL OPERATIONS40 $301,467$0$24,110 $325,5772
ANGELA L JEFFERS SVP, GENERAL COUNCIL40 $283,948$0$29,635 $313,5831
SUSAN CCOLEMAN VP INTERNAL AUDIT40 $273,974$0$31,506 $305,4801
RINA JOHNSON VP MARKETING40 $269,852$0$29,872 $299,7241
LEILANI V APOLONIO VP PAYMENT OPERATIONS40 $268,018$0$28,622 $296,6401
JEFFREY PARKS DIRECTOR5 $1,002$0$0 $1,0021
PETER HANLET CHAIRMAN5 $979$0$0 $9791
RACE CHEN TREASURER5 $0$0$0 $01
ROBERT A MCCORMISH DIRECTOR5 $0$0$0 $01
TRACEY SCOTT DIRECTOR5 $0$0$0 $01
VICKIE RATH DIRECTOR5 $0$0$0 $01
LAURA CHAMBERS SECRETARY5 $0$0$0 $01
JESSE RIVERA 1ST VICE CHAIR5 $0$0$0 $01
GARICK ZILLGITT DIRECTOR5 $0$0$0 $01
EMILY SCHUBERT DIRECTOR5 $0$0$0 $01
DEBBIE CHAW 2ND VICE CHAIR5 $0$0$0 $01
COLLEEN CABEY DIRECTOR5 $0$0$0 $01
2019 · 41 people listed · 38 paid, $12.1M · 928 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN MENDEZ PRESIDENT/CEO40 $992,069$0$55,080 $1,047,1491
KEVIN HAYDEN INVESTMENT SALES40 $619,986$0$30,367 $650,3531
EMMANUEL PABLO LOAN SALES40 $576,309$0$50,298 $626,6071
SUSAN GRUBER EVP, CFO40 $529,202$0$36,627 $565,8291
ARLENE J PIAZZA LOAN SALES40 $509,990$0$45,435 $555,4251
MELISSA MORGAN CHIEF RETAIL OFFICER40 $466,794$0$53,054 $519,8481
MITSUHO R WADA CLO40 $474,111$0$30,781 $504,8921
YIP CHANNING E LOAN SALES40 $452,788$0$49,258 $502,0461
KEVIN LANDEL SVP, INNOVATION40 $436,199$0$34,736 $470,9351
SUSAN MAKRIS CAO40 $417,208$0$47,290 $464,4981
CHRISTOPHER ALLEN CHEIF RISK OFFICER40 $411,497$0$32,761 $444,2581
GLORIA R CASTILLO LOAN SALES40 $400,883$0$25,237 $426,1201
AMEET SETH VP BRANCHES40 $342,401$0$31,997 $374,3981
BRENT GIFFORD VP INFORMATION SECURITY40 $343,774$0$30,520 $374,2941
VINCENT SALINAS VP REAL ESTATE LENDING40 $320,727$0$37,766 $358,4931
MICHAEL POIRIER VP CONSUMER LENDING40 $309,642$0$31,472 $341,1141
RINA JOHNSON VP MARKETING40 $310,414$0$28,418 $338,8321
ERIK WELCH VP RETAIL OPERATIONS40 $304,248$0$18,789 $323,0372
JULIE HARRISON VP HR (TERM ENDED 12/31/19)40 $285,992$0$35,263 $321,2551
ELAINE HAMANN VP DIGITAL DELIVERY40 $302,134$0$18,704 $320,8381
SUSAN COLEMAN VP INTERNAL AUDIT40 $290,690$0$29,135 $319,8251
LEILANI APOLONIO VP PAYMENT OPERATIONS40 $292,244$0$27,328 $319,5721
MATTHEW REIDY VP, FINANCIAL (TERM ENDED 10/25/19)40 $276,383$0$25,969 $302,3521
JENNIFER K ZOCCHI VP CONTROLLER (TERM ENDED 12/6/19)40 $264,555$0$18,508 $283,0631
MICHELLE L GREEAR VP TRAINING40 $262,207$0$17,365 $279,5721
NILENDU SAHA VP TECHNOLOGY (TERM ENDED 9/25/19)40 $259,719$0$16,214 $275,9331
MARK PETERS VP PROJECT MGMT (TERM ENDED 8/20/19)40 $233,630$0$21,013 $254,6431
KALYAN MAJMUMDAR CTO40 $211,354$0$34,222 $245,5761
NANCY L KVALE VP CALL CENTER40 $222,438$0$13,789 $236,2271
PETER HANLET CHAIRMAN5 $10,465$0$0 $10,4651
JEFFREY PARKS 1ST VICE CHAIR5 $6,013$0$0 $6,0131
RACE CHEN DIRECTOR5 $5,685$0$0 $5,6851
VICKIE RATH DIRECTOR5 $4,425$0$0 $4,4251
ROBERT A MCCORMISH DIRECTOR5 $2,472$0$0 $2,4721
COLLEEN CABEY SECRETARY5 $2,462$0$0 $2,4621
JESSE RIVERA TREASURER5 $1,961$0$0 $1,9611
TRACEY SCOTT DIRECTOR5 $1,029$0$0 $1,0291
GARICK ZILLGITT 2ND VICE CHAIR5 $295$0$0 $2951
LAURA CHAMBERS DIRECTOR5 $0$0$0 $01
EMILY SCHUBERT DIRECTOR5 $0$0$0 $01
DEBBIE CHAW DIRECTOR5 $0$0$0 $01
2018 · 36 people listed · 33 paid, $9.6M · 910 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN MENDEZ PRESIDENT/CEO40 $884,226$0$50,839 $935,0651
EMMANUEL PABLO FINANCIAL ADVISOR40 $638,068$0$46,567 $684,6351
SUSAN GRUBER EVP, CFO40 $463,953$0$32,689 $496,6421
ARLENE J PIAZZA HOME LOAN CONSULTANT40 $471,302$0$22,273 $493,5751
RICHARD WADA FINANCIAL ADVISOR40 $468,735$0$17,167 $485,9021
MELISSA MORGAN SVP, CHIEF RETAIL OFFICER40 $434,130$0$39,602 $473,7321
KEVIN LANDEL SVP, CHIEF INFORMATION OFF40 $407,093$0$27,426 $434,5191
DARRYL J HALL FINANCIAL ADVISOR40 $383,767$0$31,413 $415,1801
CHRISTOPHER ALLEN SVP, CHEIF RISK OFFICER5 $381,510$0$28,525 $410,0351
SUSAN MAKRIS CHIEF HUMAN RESOURCE OFFIC40 $373,923$0$30,785 $404,7081
JAMES F MARASCO HOME LOAN CONSULTANT40 $363,897$0$25,170 $389,0671
AMEET SETH VP OF RETAIL & INVESTMENTS40 $300,897$0$24,584 $325,4811
MICHELLE GADKER ANDERSON VP OF CONSUMER LENDING & C40 $299,053$0$25,244 $324,2971
VINCENT SALINAS VP OF HOME LOANS40 $289,602$0$33,835 $323,4371
SRIVIDYA BALAJI VP SOFTWARE DEVELOPMENT40 $295,946$0$19,784 $315,7301
BRENT GIFFORD VP INFORMATION SECURITY40 $291,268$0$23,853 $315,1211
MARTIN DOYLE VP OF TECHNOLOGY40 $288,614$0$25,641 $314,2551
MICHAEL POIRIER VP MEMBER BUSINESS LENDING40 $288,008$0$24,825 $312,8331
MATTHEW REIDY VP, FINANCIAL ANALYSIS & A40 $284,125$0$25,155 $309,2801
ERIK WELCH VP RETAIL OPERATIONS40 $286,320$0$17,865 $304,1852
RINA JOHNSON VP MARKETING40 $273,832$0$27,155 $300,9871
LEILANI APOLONIO VP OPERATIONS40 $274,378$0$25,818 $300,1961
MARK PETERS VP PROJECT MANAGEMENT40 $261,565$0$23,634 $285,1991
REBECCA ARCIA-NICOLAY VP CONSUMER UNDERWRITING40 $182,957$0$11,265 $194,2221
PETER HANLET CHAIRMAN5 $9,389$0$0 $9,3891
COLLEEN CABEY SECRETARY5 $8,240$0$0 $8,2401
TREVOR THOMAS INSURANCE AGENT40 $6,981$0$0 $6,9811
RACE CHEN DIRECTOR5 $4,967$0$0 $4,9671
JEFFREY PARKS 1ST VICE CHAIR5 $4,537$0$0 $4,5371
VICKIE RATH DIRECTOR5 $1,976$0$0 $1,9761
TRACEY SCOTT DIRECTOR5 $1,777$0$0 $1,7771
JESSE RIVERA TREASURER5 $1,613$0$0 $1,6131
GARICK ZILLGITT 2ND VICE CHAIR5 $1,554$0$0 $1,5541
LAURA CHAMBERS DIRECTOR5 $0$0$0 $01
ROBERT A MCCORMISH DIRECTOR5 $0$0$0 $01
DEBBIE CHAW DIRECTOR5 $0$0$0 $01
2017 · 42 people listed · 37 paid, $9.4M · 840 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN MENDEZ PRESIDENT/CEO40 $802,878$0$51,467 $854,3451
EMMANUEL PABLO FINANCIAL ADVISOR40 $502,400$0$46,793 $549,1931
SUSAN GRUBER SVP, CFO40 $430,880$0$33,744 $464,6241
MELISSA MORGAN SVP, CHIEF RETAIL OFFICER40 $414,661$0$37,751 $452,4121
KEVIN LANDEL SVP, CHIEF INFORMATION OFF40 $404,678$0$30,670 $435,3481
KENNETH DARLING CHIEF CREDIT OFFICER40 $410,201$0$10,823 $421,0241
JAMES F MARASCO HOME LOAN CONSULTANT40 $367,538$0$30,078 $397,6161
CHRISTOPHER ALLEN SVP, CHIEF RISK OFFICER40 $368,327$0$28,357 $396,6841
SUSAN MAKRIS CHIEF HUMAN RESOURCE OFFIC40 $353,824$0$25,600 $379,4241
ARLENE J PIAZZA HOME LOAN CONSULTANT40 $300,544$0$21,356 $321,9001
DEBORAH COLBY SVP, PLANNING & MEMBER EXP40 $263,640$0$35,688 $299,3281
VINCENT SALINAS VP OF HOME LOANS40 $266,169$0$31,949 $298,1181
ANDREW J KUSH DIRECTOR OF MORTGAGE SALES40 $271,399$0$22,347 $293,7461
AMEET SETH VP OF RETAIL & INVESTMENTS40 $266,801$0$26,223 $293,0241
ERIK WELCH VP RETAIL OPERATIONS40 $271,698$0$17,463 $289,1612
JOSEPH E LONG INSURANCE AGENT40 $265,694$0$23,173 $288,8671
MARTIN DOYLE VP OF TECHNOLOGY40 $267,657$0$19,353 $287,0101
MICHAEL POIRIER VP MEMBER BUSINESS LENDING40 $257,816$0$26,818 $284,6341
BRENT GIFFORD VP INFORMATION SECURITY40 $257,133$0$24,988 $282,1211
LEILANI APOLONIO VP OPERATIONS40 $257,226$0$24,602 $281,8281
MICHELLE GADKER ANDERSON VP OF CONSUMER LENDING & CARD SERVICES40 $253,518$0$26,501 $280,0191
MARK PETERS VP PROJECT MANAGEMENT40 $252,605$0$26,412 $279,0171
SRIVIDYA BALAJI VP SOFTWARE DEVELOPMENT40 $252,397$0$21,705 $274,1021
MATTHEW REIDY VP, FINANCIAL ANALYSIS & ANALYTICS40 $228,285$0$24,073 $252,3581
PANSY FONG VP ACCOUNTING40 $237,523$0$7,781 $245,3041
RINA JOHNSON VP MARKETING40 $209,560$0$24,890 $234,4501
REBECCA ARCIA-NICOLAY VP CONSUMER UNDERWRITING40 $182,784$0$10,968 $193,7521
PETER HANELT CHAIRMAN5 $14,988$0$0 $14,9881
JEFFREY PARKS 1ST VICE CHAIR5 $12,313$0$0 $12,3131
COLLEEN CABEY SECRETARY5 $9,084$0$0 $9,0841
TREVOR THOMAS DIRECTOR5 $4,494$0$0 $4,4941
JESSE RIVERA TREASURER5 $4,008$0$0 $4,0081
JOHN RUBINO DIRECTOR5 $2,043$0$0 $2,0431
ROBERT A MCCORMISH DIRECTOR5 $1,626$0$0 $1,6261
RACE CHEN DIRECTOR5 $1,506$0$0 $1,5061
VICKIE RATH DIRECTOR5 $1,469$0$0 $1,4691
TRACEY SCOTT DIRECTOR5 $633$0$0 $6331
GARICK ZILLGITT 2ND VICE CHAIR5 $0$0$0 $01
LONNIE BARISH DIRECTOR5 $0$0$0 $01
LAURA CHAMBERS DIRECTOR5 $0$0$0 $01
DEBBIE CHAW DIRECTOR5 $0$0$0 $01
SHARON WILSON DIRECTOR5 $0$0$0 $01
2016 · 34 people listed · 33 paid, $8.9M · 824 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Erin Mendez President/CEO40 $759,450$0$223,527 $982,9771
Emmanuel Pablo financial Consultant40 $535,673$0$45,852 $581,5251
James Marasco Home Loan Consultant40 $534,514$0$42,705 $577,2191
Susan Gruber SVP, CFO40 $376,052$0$31,218 $407,2701
Melissa Morgan SVP, Chief Retail Officer40 $371,806$0$21,850 $393,6561
Kevin Landel SVP, Chief Information Officer40 $337,250$0$28,345 $365,5951
Johnny D Taboada senior mortgage consultant40 $342,317$0$14,282 $356,5991
Kenneth Darling Chief Credit Officer40 $332,485$0$23,122 $355,6071
Christopher Allen SVP, Chief Risk Officer40 $315,224$0$27,221 $342,4451
Darryl Hall Financial Consultant40 $304,766$0$32,961 $337,7271
Susan Makris Chief Human Resource Officer40 $304,773$0$22,297 $327,0701
Deborah Colby SVP, Planning & Member Exp40 $281,953$0$41,519 $323,4721
Patricia A Vallejo Home Loan Consultant40 $300,402$0$22,086 $322,4881
Jose Jimenez ended 11116 Chief Risk Officer40 $289,786$0$26,539 $316,3251
Scott Scherschligt ended 10516 VP Inv & Ins Services40 $296,842$0$19,203 $316,0451
Pansy Fong VP Accounting40 $257,667$0$14,738 $272,4051
Brent Gifford VP Information Security40 $248,531$0$22,397 $270,9281
Srividya Balaji VP Software Development40 $242,902$0$20,135 $263,0371
Erik Welch VP Retail Operations40 $244,877$0$17,270 $262,1472
Martin Doyle VP of Technology40 $241,131$0$19,497 $260,6281
Vincent Salinas VP of Home Loans40 $225,190$0$28,498 $253,6881
Michael Poirier VP Member Business Lending40 $228,507$0$21,159 $249,6661
Mark Peters VP Project Management40 $221,051$0$25,136 $246,1871
Leilani Apolonio VP Operations40 $229,779$0$15,675 $245,4541
Rebecca Arcia-Nicolay VP Consumer Underwriting40 $212,695$0$14,040 $226,7351
Colleen Cabey secretary5 $8,447$0$0 $8,4471
Peter Hanelt Chairman5 $7,469$0$0 $7,4691
Garick Zillgitt 2nd vice chair5 $7,329$0$0 $7,3291
Gerald Upson director5 $6,276$0$0 $6,2761
Race Chen Director5 $2,189$0$0 $2,1891
Tracey Scott director5 $1,421$0$0 $1,4211
Jeffrey Parks Vice Chair5 $1,315$0$0 $1,3151
Vickie Rath Director5 $752$0$0 $7521
Jesse Rivera treasurer5 $0$0$0 $01
2015 · 42 people listed · 42 paid, $9.8M · 803 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Erin Mendez President/CEO40 $769,358$0$208,934 $978,2921
Emmanuel Pablo financial Consultant40 $652,343$0$44,745 $697,0881
James Marasco Home Loan Consultant40 $456,618$0$47,741 $504,3591
Darryl Hall Financial Consultant40 $337,825$0$29,702 $367,5271
Susan Gruber CFO40 $330,942$0$27,168 $358,1101
Kenneth Darling Chief Credit Officer40 $323,024$0$23,038 $346,0621
Christopher Allen Chief audit executive40 $305,298$0$23,695 $328,9931
Jose Jimenez Chief Risk Officer40 $301,519$0$25,918 $327,4371
Kevin Landel Chief Information Officer40 $301,329$0$25,911 $327,2401
Melissa Morgan Chief Retail Officer40 $307,065$0$14,141 $321,2061
Jane Krueger Financial Consultant40 $294,705$0$17,759 $312,4641
Arlene Piazza home loan consultant40 $289,534$0$20,891 $310,4251
Susan Makris Chief Human Resource Officer40 $286,157$0$20,284 $306,4411
Scott Scherschligt eff12015 VP Inv & Ins Services40 $271,568$0$21,358 $292,9261
Rebecca Arcia-Nicolay VP Consumer Underwriting40 $245,539$0$33,330 $278,8691
Scott George VP Information Systems40 $254,047$0$17,854 $271,9011
Pansy Fong VP Accounting40 $253,164$0$14,412 $267,5761
Lizbeth Stewart VP Collections40 $232,585$0$30,635 $263,2201
Alison Jones ended 922015 VP Marketing40 $237,271$0$24,396 $261,6671
Martin Doyle VP of Technology40 $230,965$0$16,393 $247,3581
Vincent Salinas VP of Home Loans40 $220,332$0$25,035 $245,3671
Brent Gifford eff 12015 VP Information Security40 $224,089$0$17,871 $241,9601
Michael Poirier VP Member Business Lending40 $216,421$0$17,787 $234,2081
Mark Peters VP Project Management40 $212,181$0$19,822 $232,0031
Leilani Apolonio VP Operations40 $211,166$0$14,676 $225,8421
Erik Welch VP Retail Operations40 $208,737$0$7,130 $215,8672
Sandra Scott ended 12152015 VP Card Services40 $198,614$0$14,634 $213,2481
Flora Nafei VP Sales & Member Service40 $184,031$0$13,936 $197,9671
Srividya Balaji eff 12015 VP Software Development40 $182,919$0$14,590 $197,5091
Deborah Colby eff 4252015 SVP Planning & Member Exp40 $173,194$0$23,355 $196,5491
Ning Duong eff 12015 VP Member Contact Center40 $173,010$0$12,260 $185,2701
Gerald Upson Director5 $9,190$0$0 $9,1901
Garrick Zillgitt Director5 $7,289$0$0 $7,2891
Colleen Cabey Treasurer5 $7,046$0$0 $7,0461
Peter Hanelt Chairman5 $6,697$0$0 $6,6971
Jeffrey Parks Director5 $5,915$0$0 $5,9151
John Rubino 1st vice chair5 $5,001$0$0 $5,0011
Tracey Scott secretary5 $3,984$0$0 $3,9841
Jesse Rivera 2nd Vice Chair5 $2,933$0$0 $2,9331
Gene Bell Director5 $2,536$0$0 $2,5361
Race Chen Director5 $2,423$0$0 $2,4231
Vickie Rath Director5 $2,212$0$0 $2,2121
2014 · 41 people listed · 40 paid, $8.5M · 759 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Erin Mendez President/CEO40 $773,005$0$224,699 $997,7041
Emmanuel Pablo financial Consultant40 $604,773$0$56,478 $661,2511
James Marasco Home Loan Consultant40 $381,116$0$58,830 $439,9461
Scott Waite ended 123114 CFO40 $335,139$0$47,563 $382,7021
Kenneth Darling Chief Credit Officer40 $343,682$0$29,127 $372,8091
Darryl Hall Financial Consultant40 $307,930$0$42,986 $350,9161
Joseph Long Financial Consultant40 $279,459$0$49,475 $328,9341
Mark Hoaglin ended 101714 VP Investments & Ins services40 $273,751$0$37,737 $311,4881
Patricia Vallejo Home Loan Consultant40 $268,788$0$42,176 $310,9641
Alison Jones VP Marketing40 $261,179$0$45,545 $306,7241
Kevin Landel Chief Information Officer40 $262,620$0$38,737 $301,3571
Jose Jimenez Chief Risk Officer40 $252,141$0$39,207 $291,3481
Christopher Allen eff21014 Chief audit executive40 $225,509$0$34,675 $260,1841
Rebecca Arcia-Nicolay VP Consumer Underwriting40 $220,995$0$34,189 $255,1841
Pansy Fong VP Finance40 $215,455$0$22,425 $237,8801
Flora Nafei VP Sales & Member Service40 $204,885$0$31,640 $236,5251
Scott George VP Information Systems40 $195,876$0$29,202 $225,0781
Vincent Salinas VP of Home Loans40 $184,737$0$28,171 $212,9081
Erik Welch VP Retail Operations40 $193,385$0$12,570 $205,9552
Susan Makris eff 4114 Chief Human Resource Officer40 $186,433$0$17,352 $203,7851
Mark Peters VP Project Management40 $168,211$0$35,487 $203,6981
Ryan Misasi ended 52314 Chief Retail Officer40 $178,123$0$21,746 $199,8691
Martin Doyle VP of Technology40 $169,533$0$19,791 $189,3241
Leilani Apolonio VP Operations40 $168,566$0$13,765 $182,3311
Cory Schwab ended 51514 VP Member Business Loans40 $167,332$0$12,020 $179,3521
Sandra Scott VP Card Services40 $157,087$0$21,122 $178,2091
Arturo Vazquez Fin analysis & Statistics Dir40 $166,451$0$6,668 $173,1191
Susan Gruber eff 91514 CFO40 $120,408$0$7,689 $128,0971
Melissa Morgan eff 9514 Chief Retail Officer40 $75,369$0$5,436 $80,8051
Gerald Upson Director5 $6,923$0$0 $6,9231
Colleen Cabey Treasurer5 $6,729$0$0 $6,7291
Peter Hanelt Chairman5 $6,128$0$0 $6,1281
John Rubino 1st vice chair5 $5,733$0$0 $5,7331
Gene Bell Director5 $4,388$0$0 $4,3881
Jeffrey Parks Director5 $3,529$0$0 $3,5291
Garrick Zillgitt Director5 $3,366$0$0 $3,3661
Race Chen Director5 $3,203$0$0 $3,2031
Vickie Rath Director5 $2,936$0$0 $2,9361
Tracey Scott secretary5 $1,076$0$0 $1,0761
Jesse Rivera 2nd Vice Chair5 $729$0$0 $7291
Debra Chaw Supervisory Committee Chair5 $0$0$0 $01
2013 · 39 people listed · 39 paid, $7.6M · 726 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ken Burns CEO40 $1,263,307$0$0 $1,263,3071
Emmanuel Pablo Financial Consultant40 $584,862$0$0 $584,8621
Scott Waite EVP/CFO, CEO Patelcorp40 $352,769$0$0 $352,7691
Mark Hoaglin VP Investments and Insurance Services40 $317,378$0$0 $317,3781
Darryl Hall Financial Consultant40 $316,017$0$0 $316,0171
Ryan Misasi EVP Retail Operations40 $313,867$0$0 $313,8671
LeeAnn Giblin SVP/Chief Administrative Officer40 $300,430$0$0 $300,4301
Alison Jones VP Marketing40 $278,168$0$0 $278,1681
Mark Martella Financial Consultant40 $270,782$0$0 $270,7821
James Marasco Financial Consultant40 $267,753$0$0 $267,7531
Rebecca Nicolay VP Consumer Loans40 $250,335$0$0 $250,3351
Edwin Cassady VP Human Resources40 $246,125$0$0 $246,1251
Cory Schwab VP Business Loans40 $245,615$0$0 $245,6151
Hector Garza Financial Consultant40 $243,794$0$0 $243,7941
Pansy Fong VP Finance40 $225,941$0$0 $225,9411
Scott George VP Core Services40 $224,088$0$0 $224,0881
Vince Salinas VP Home Loans40 $201,639$0$0 $201,6391
Kevin Landel SVP - Chief Information Officer40 $192,676$0$0 $192,6761
Flora Nafei VP Sales and Member Service40 $188,667$0$0 $188,6671
David Luu VP Collections40 $184,121$0$0 $184,1211
Leilani Apolonio VP Operations40 $179,009$0$0 $179,0091
Erin Mendez CEO0 $176,873$0$0 $176,8731
Ron Felder EVP Chief Credit Officer40 $171,965$0$0 $171,9651
Sandra Scott VP Card Services40 $169,847$0$0 $169,8471
Koji Fukumoto VP Internal Audit40 $159,297$0$0 $159,2971
Anthony Vitale VP Information Technology40 $115,466$0$0 $115,4662
Viktoria Earle VP Risk Management40 $113,834$0$0 $113,8341
John Rubino Director5 $11,902$0$0 $11,9021
Jeffrey Parks Secretary5 $10,530$0$0 $10,5301
Peter Hanelt Chairman5 $6,097$0$0 $6,0971
Gene Bell Director5 $4,978$0$0 $4,9781
Gerald Upson Director5 $4,340$0$0 $4,3401
Race Chen Director5 $4,325$0$0 $4,3251
Garrick Zillgitt Director5 $4,143$0$0 $4,1431
Trevor Thomas Supervisory Committee Chair5 $3,197$0$0 $3,1971
Jesse Rivera 1st Vice Chair5 $2,801$0$0 $2,8011
Tracey Scott 2nd Vice Chair5 $2,680$0$0 $2,6801
Vickie Rath Director5 $2,154$0$0 $2,1541
Colleen Cabey Treasurer5 $2,152$0$0 $2,1521
2012 · 36 people listed · 33 paid, $6.7M · 687 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ken Burns CEO40 $707,162$0$59,329 $766,4911
Emmanuel Pablo Financial Consultant40 $364,876$0$35,907 $400,7831
Darryl Hall Financial Consultant40 $333,179$0$36,597 $369,7761
Scott Waite EVP/CFO, CEO Patelcorp40 $269,511$0$41,137 $310,6481
Ryan Misasi EVP Retail Operations40 $266,784$0$35,512 $302,2961
Mark Hoaglin VP Investments and Insurance Services40 $265,179$0$32,904 $298,0831
Ron Felder EVP Chief Credit Officer40 $252,518$0$36,848 $289,3661
Barry Kane SVP Chief Operating Officer40 $256,282$0$24,363 $280,6451
LeeAnn Giblin SVP/Chief Administrative Officer40 $246,458$0$29,595 $276,0531
Alison Jones VP Marketing40 $233,966$0$38,627 $272,5931
Jane Krueger Financial Consultant40 $250,863$0$20,480 $271,3431
Ed Cassady VP Human Resources40 $214,699$0$27,750 $242,4491
Cory Schwab VP Business Loans40 $210,658$0$21,603 $232,2611
Hector Garza Financial Consultant40 $194,517$0$34,151 $228,6681
Ramon Evangelista Financial Consultant40 $192,294$0$35,930 $228,2241
Gary Roberts SVP/Chief Technology Officer40 $198,277$0$19,114 $217,3911
Anthony Vitale VP Information Technology40 $190,666$0$18,663 $209,3292
Pansy Fong VP Finance40 $188,594$0$19,987 $208,5811
Scott George VP Information Systems40 $181,859$0$26,569 $208,4281
Rebecca Nicolay VP Consumer Loans40 $192,303$0$15,633 $207,9361
Koji Fukumoto VP Internal Audit40 $167,170$0$29,586 $196,7561
David Luu VP Collections40 $152,060$0$29,469 $181,5291
Vince Salinas VP Home Loans40 $165,608$0$14,395 $180,0031
Leilani Apolonio VP Operations40 $156,767$0$13,260 $170,0271
Carol Highton SVP Operations0 $153,000$0$0 $153,0001
Peter Hanelt Chairman5 $4,354$0$0 $4,3541
Race Chen Director5 $3,465$0$0 $3,4651
Gerald Upson Director5 $3,280$0$0 $3,2801
Colleen Cabey Director5 $2,691$0$0 $2,6911
Gene Bell Treasurer5 $2,649$0$0 $2,6491
Jesse Rivera Director5 $2,264$0$0 $2,2641
John Rubino Vice Chairman5 $1,965$0$0 $1,9651
Jeffrey Parks Director5 $1,089$0$0 $1,0891
Garrick Zillgitt Director5 $0$0$0 $01
Vickie Rath Secretary/Treasurer5 $0$0$0 $01
Tracey Scott Director5 $0$0$0 $01
2011 · 33 people listed · 31 paid, $6.2M · 683 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ken Burns CEO40 $942,864$0$0 $942,8641
Darryl Hall Financial Consultant40 $297,459$0$0 $297,4591
Carol Highton SVP/COO40 $293,783$0$0 $293,7831
Scott Waite SVP/CFO, CEO Patelcorp40 $293,440$0$0 $293,4401
Emmanuel Pablo Financial Consultant40 $292,382$0$0 $292,3821
Ryan Misasi VP Sales40 $281,546$0$0 $281,5461
Mark Hoaglin VP Investments and Insurance Services40 $275,484$0$0 $275,4841
Ron Felder SVP Chief Credit Officer40 $272,827$0$0 $272,8271
Barry Kane SVP Operations40 $255,728$0$0 $255,7281
LeeAnn Giblin SVP/Chief Administrative Officer40 $255,318$0$0 $255,3181
Alison Jones VP Marketing40 $252,262$0$0 $252,2621
Hector Garza Financial Consultant40 $245,629$0$0 $245,6291
Gary Roberts SVP/Chief Technology Officer40 $241,461$0$0 $241,4611
Joseph Long Financial Consultant40 $230,570$0$0 $230,5701
Ed Cassady VP Human Resources40 $225,490$0$0 $225,4901
Jane Krueger Financial Consultant40 $200,646$0$0 $200,6461
Cory Schwab VP Business Loans40 $195,894$0$0 $195,8941
Nathaniel Burns AVP, Business Development40 $193,764$0$0 $193,7641
Rebecca Nicolay VP Consumer Loans40 $189,332$0$0 $189,3321
Anthony Vitale VP Information Technology40 $187,214$0$0 $187,2142
Koji Fukumoto VP Internal Audit40 $185,971$0$0 $185,9711
Pansy Fong VP Finance40 $177,160$0$0 $177,1601
Scott George VP Information Systems40 $173,957$0$0 $173,9571
John Rubino 2nd Vice Chairman5 $14,276$0$0 $14,2761
Gerald Upson Director5 $6,122$0$0 $6,1221
Peter Hanelt Chairman5 $5,344$0$0 $5,3441
Race Chen Director5 $5,098$0$0 $5,0981
Gene Bell Director-Emeritus5 $3,147$0$0 $3,1471
Colleen Cabey Director5 $2,624$0$0 $2,6241
Vickie Rath Secretary/Treasurer5 $1,918$0$0 $1,9181
Garrick Zillgitt 1st Vice Chairman5 $1,614$0$0 $1,6141
Jesse Rivera Director5 $0$0$0 $01
Tracey Scott Director5 $0$0$0 $01
2010 · 35 people listed · 33 paid, $5.1M · 501 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Ken Burns Treasurer/CEO40 $516,139$0$0 $516,1391
Darryl Hall Financial Consultant40 $279,673$0$0 $279,6731
Scott Waite SVP/CFO, CEO Patelcorp40 $259,334$0$0 $259,3341
Ron Felder SVP Chief Credit Officer40 $256,824$0$0 $256,8241
Carol Highton SVP, Chief Operating Officer40 $255,489$0$0 $255,4891
Mark Hoaglin VP Investments and Insurance Services40 $236,514$0$0 $236,5141
Alison Jones VP Marketing40 $234,150$0$0 $234,1501
Barry Kane SVP Operations40 $228,965$0$0 $228,9651
Ed Cassady VP Human Resources40 $218,258$0$0 $218,2581
John Shields SVP/CTO40 $207,881$0$0 $207,8811
Andrew Chunn Mortgage Lending Field Representative40 $205,774$0$0 $205,7741
Jane Krueger Financial Consultant40 $203,028$0$0 $203,0281
Emmanuel Pablo Financial Consultant40 $198,301$0$0 $198,3011
Patricia Vallejo Home Loan Consultant40 $177,065$0$0 $177,0651
Koji Fukumoto VP Internal Audit40 $173,989$0$0 $173,9891
Rebecca Nicolay VP Consumer Loans40 $171,689$0$0 $171,6891
Scott George VP Information Systems5 $170,976$0$0 $170,9761
Ryan Misasi VP Sales40 $158,196$0$0 $158,1961
Jennifer Ebert VP Risk Management40 $154,561$0$0 $154,5612
Pansy Fong VP Finance40 $144,171$0$0 $144,1711
Lani Apolonio VP Operations40 $138,477$0$0 $138,4771
Joe Kleeman VP, Real Estate Lending40 $137,975$0$0 $137,9751
Sandra Scott VP Card Services40 $135,244$0$0 $135,2441
Corey Schwab VP Business Loans40 $130,180$0$0 $130,1801
Anthony Vitale VP Information Technology40 $128,688$0$0 $128,6882
Jerry Upson Director5 $5,144$0$0 $5,1441
John Rubino Chairman5 $3,785$0$0 $3,7851
Gene Bell Director-Emeritus5 $1,159$0$0 $1,1591
Colleen O'Grady Cabey Director5 $1,144$0$0 $1,1441
Vickie Rath Secretary5 $1,085$0$0 $1,0851
Garrick Zillgitt 2nd Vice Chairman5 $1,034$0$0 $1,0341
Race Chen Director5 $1,019$0$0 $1,0191
Peter Hanelt 1st Vice Chairman5 $967$0$0 $9671
Jesse Rivera Director5 $0$0$0 $01
Tracey Scott Director5 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $3.3M
NameLocationServicePaid
ALLIED UNIVERSAL SECURITY SERVICESBOSTON, MASECURITY SERVICES$1,184,280
MORTGAGE CADENCE LLCCHICAGO, ILMORTGAGE SERVICES$656,000
PLANTE & MORGAN PLLCCLEVELAND, OHACCOUNTING SERVICES$476,190
HEARTLAND VALUATION SERVICE LLCSIMI VALLEY, CAAPPRAISAL SERVICES$475,715
THE FACILITIES GROUP NATIONAL LLCTAMPA, FLFACILITY SERVICES$468,275
2023 · 5 contractors · $2.7M
NameLocationServicePaid
MORTGAGE CADENCE LLCCHICAGO, ILMORTGAGE SERVICES$769,957
GRANT THORNTON LLPCHICAGO, ILACCOUNTING SERVICES$646,472
MOSS ADAMS LLPFRESNO, CAACCOUNTING SERVICES$515,830
EXCEL BUILDING SERVICES LLCMATAWAN, NJJANITORIAL SERVICES$469,004
HEARTLAND VALUATION SERVICE LLCSIMI VALLEY, CAAPPRAISAL SERVICES$340,180
2022 · 5 contractors · $2.8M
NameLocationServicePaid
MORTGAGE CADENCE LLCCHICAGO, ILMORTGAGE SERVICES$910,237
MOSS ADAMS LLPFRESNO, CAACCOUNTING SERVICES$523,548
CHARLES PANKOW BUILDERS LTDPASADENA, CAGENERAL CONTRACTOR$490,562
EXCEL BUILDING SERVICES LLCMATAWAN, NJJANITORIAL SERVICES$479,880
HEARTLAND VALUATION SERVICE LLCSIMI VALLEY, CAAPPRAISAL SERVICES$403,395
2021 · 5 contractors · $5.6M
NameLocationServicePaid
CHARLES PANKOW BUILDERS LTDPASADENA, CAGENERAL CONTRACTOR$3,568,350
MORTGAGE CADENCE LLCCHICAGO, ILMORTGAGE SERVICES$1,057,289
MOSS ADAMS LLPFRESNO, CAACCOUNTING SERVICES$415,312
AVTEX SOLUTIONSMINNEAPOLIS, MNIT SOLUTIONS$288,665
PLANTE & MORAN PLLCDENVER, COACCOUNTING SERVICES$269,396
2020 · 5 contractors · $5.7M
NameLocationServicePaid
CHARLES PANKOW BUILDERS LTDPASADENA, CAGENERAL CONTRACTOR$2,777,554
MORTGAGE CADENCE LLCCHICAGO, ILMORTGAGE SERVICES$1,046,875
ALLIED UNIVERSAL SECURITY SERVICESCONSHOHOCKEN, PAINDUSTRIAL PRODUCTS$922,170
STYSKAL WIESE & MELCHIONE LLPGLENDALE, CALEGAL SERVICES$510,448
AVTEX SOLUTIONSMINNEAPOLIS, MNIT SOLUTIONS$418,345
2019 · 5 contractors · $2.4M
NameLocationServicePaid
PEOPLE 20 NORTH AMERICADALLAS, TXTEMP AGENCY$824,987
MORTGAGE CADENCE LLCCHICAGO, ILMORTGAGE SERVICES$721,974
RATERESETMCLEAN, VALOAN SERVICES$308,920
AVTEX SOLUTIONSBLOOMINGTON, MNIT PRODUCTS AND SERVICES$293,871
MOSS ADAMSCAMPBELL, CAAUDIT SERVICES$273,735
2018 · 5 contractors · $1.9M
NameLocationServicePaid
MORTGAGE CADENCE LLCCHICAGO, ILMORTGAGE SERVICES$733,554
PEOPLE 20 NORTH AMERICADALLAS, TXTEMP AGENCY$578,506
LAS ALCOBAS HOTELST HELENA, CABOARD CONFERENCES/MEETINGS$204,934
KAUFMAN HALL & ASSOCIATES LLCCHICAGO, ILCONSULTING SERVICES$191,907
CU RATERESET LLCMCLEAN, VALOAN SERVICES$170,000
2017 · 5 contractors · $8.0M
NameLocationServicePaid
DIEBOLD INCORPORATEDPITTSBURG, PAATM AND MAINTENANCE$2,404,122
RWESTPORTLAND, ORMARKETING SERVICES$1,833,296
FISERV INCCITY OF INDUSTRY, CACARD PROCESSING$1,382,525
TERAFINA INCSAN FRANCISCO, CAIT CONSULTING$1,177,562
ALKAMI TECHNOLOGIES INCDALLAS, TXONLINE/MOBILE BANKING HOST$1,162,717
2016 · 5 contractors · $8.1M
NameLocationServicePaid
fiserv incCITY OF INDUSTRY, CAcard processing$2,478,351
fiserv solutions incCHICAGO, ILdebit & credit svcs$2,148,080
DIEBOLD INCORPORATEDPITTSBURG, PAATM and Maintenance$1,529,542
TERAFINA INCSAN FRANCISCO, CAIT Consulting$1,062,885
SHI INTERNATIONAL CORPDALLAS, TXIT Solutions$835,494
2015 · 5 contractors · $7.9M
NameLocationServicePaid
FISERV IncCITY OF INDUSTRY, CAonline procssing$2,916,267
diebold incorporatedPITTSBURGH, PAmaintenance$2,346,907
Paden Blentscher Contruction incFRESNO, CAcontruction$888,939
experianLOS ANGELES, CAcredit reports$888,868
office DepotLOS ANGELES, CAoffice supplies$824,316
2014 · 5 contractors · $6.6M
NameLocationServicePaid
FISERV IncCITY OF INDUSTRY, CAonline procssing$2,519,293
ATTCAROL STREAM, ILcommunication$1,238,757
diamond marketing solutions groupCHICAGO, ILstatement processing$968,625
experianLOS ANGELES, CAcredit reports$959,555
diebold incorporatedPITTSBURGH, PAmaintenance$899,687
2013 · 5 contractors · $2.6M
NameLocationServicePaid
Hacienda MD LLCReal estate/property mgmt$1,500,535
MICROSOFT LICENSING GroupIT services$302,224
Gateway Services GroupInvestment and insurance management$268,440
BRYAN SCHWARTZ LAWAttorney$258,333
120 Second St CorporationReal estate/property mgmt$222,789
2012 · 5 contractors · $2.3M
NameLocationServicePaid
Hacienda MD LLCSuisun City, CAReal estate/property mgmt$1,520,920
MICROSOFT LICENSING GroupReno, NVIT services$226,148
120 Second St CorporationPetaluma, CAReal estate/property mgmt$216,300
Eight Davis LLCDavis, CAReal estate/property mgmt$170,399
CENTRO NP METRO 580 SC LPCincinnati, OHReal estate/property mgmt$152,186
2011 · 5 contractors · $2.2M
NameLocationServicePaid
Hacienda MD LLCSuisun City, CAReal estate/property mgmt$1,469,562
Bluebone PCSan Jose, CAPC equipment/services$216,910
120 Second St CorporationPetaluma, CAReal estate/property mgmt$187,378
156 Second Associates LLCSan Francisco, CAReal estate/property mgmt$166,838
Eight Davis LLCDavis, CAReal estate/property mgmt$165,115

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 13 grants to organizations · $305K

Listed grants add up to $304,829; the return's “grants paid” expense line says $365,545. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 13 grants to organizations · $293K

Listed grants add up to $293,020; the return's “grants paid” expense line says $322,402. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 16 grants to organizations · $323K

Listed grants add up to $322,781; the return's “grants paid” expense line says $374,736. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 12 grants to organizations · $276K

Listed grants add up to $275,500; the return's “grants paid” expense line says $299,085. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 11 grants to organizations · $221K

Listed grants add up to $220,706; the return's “grants paid” expense line says $241,056. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$527,538,511$521,333,437 $9,414,390,000$871,164,000 $0$377,340,780 $5,733,52685110
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$445,084,380$372,513,460 $9,714,731,000$829,449,000 $0$343,409,429 $5,357,12285710
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$314,717,655$243,406,109 $9,073,686,000$746,415,000 $0$262,887,836 $4,608,40483610
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$276,202,116$220,010,224 $9,047,982,000$841,768,000 $0$220,931,354 $5,424,79699610
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$278,445,780$247,581,568 $8,433,823,239$802,551,000 $0$235,000,787 $6,795,53788712
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$299,706,510$234,831,465 $7,290,342,964$760,188,292 $0$254,725,263 $11,154,39592812
2018 · Form 990 period ending 2018-12-31 · amended · view filing · original 990 ↗
$264,823,443$199,301,098 $6,592,553,961$680,965,532 $0$223,327,760 $6,602,43491012
2018 · Form 990 period ending 2018-12-31 · superseded · view filing · original 990 ↗
$264,823,443$199,301,098 $6,592,553,961$680,965,532 $0$223,327,760 $6,602,43491012
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$219,637,554$167,139,572 $6,055,263,986$626,114,448 $0$182,350,329 $6,962,42284015
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$197,930,997$148,663,366 $5,463,556,120$575,234,828 $0$159,797,027 $6,053,15082415
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$173,161,261$142,974,205 $4,741,673,876$529,120,732 $0$141,680,867 $7,433,59180315
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$159,683,742$116,985,443 $4,195,707,329$506,588,471 $0$130,666,345 $5,544,61275916
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$158,175,470$106,170,645 $4,011,238,511$472,717,413 $0$134,658,980 $7,613,92472616
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$173,484,228$117,974,733 $3,871,998,534$430,507,920 $0$139,815,214 $6,027,00768716
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$165,618,984$153,412,193 $3,611,613,563$377,445,380 $0$136,826,775 $4,933,63868315
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$188,785,895$164,172,445 $3,571,214,395$361,694,569 $0$159,555,261 $5,136,87850117

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SAFE CREDIT UNIONCANot reported $243,941,706$215,474,450 President/CEO$1,304,533 Similar name, revenue within 5x, same state
CREDIT UNION 1AKNot reported $109,427,043$93,673,606 PRESIDENT/CEO$692,381 Similar name, revenue within 5x
SELCO COMMUNITY CREDIT UNIONORNot reported $159,490,682$138,607,145 CEO AND SECRETARY$4,606,434 Similar name, revenue within 5x
CREDIT UNION 1ILNot reported $107,315,887$103,205,283 CEO/PRESIDENT/DIRECTOR$907,650 Similar name, revenue within 5x
IQ CREDIT UNIONWANot reported $128,694,198$107,438,006 PRESIDENT/CEO$955,096 Similar name, revenue within 5x
MAX CREDIT UNIONALNot reported $123,834,123$100,536,448 PRESIDENT/CEO$727,659 Similar name, revenue within 5x
PENAIR CREDIT UNIONFLNot reported $174,340,544$158,515,785 PRESIDENT CEO$706,591 Similar name, revenue within 5x
Crane Credit UnionINNot reported $61,770,995$49,565,326 CEO/President$359,359 Similar name, revenue within 10x
CREATE CREDIT UNIONNVNot reported $81,894,949$68,650,055 CHIEF EXECUTIVE OFFICER$527,136 Similar name, revenue within 10x
BELCO COMMUNITY CREDIT UNIONPANot reported $63,924,280$58,717,600 CEO$690,275 Similar name, revenue within 10x
F3 CREDIT UNIONCANot reported $11,865,118$10,726,092 PRESIDENT & CEO$462,439 Similar name, revenue differs more than 10x, same state
My Credit UnionCANot reported $1,251,369$1,445,444 President & CEO$132,601 Similar name, revenue differs more than 10x, same state
MERCO CREDIT UNIONCANot reported $14,381,733$13,318,092 President & CEO$249,137 Similar name, revenue differs more than 10x, same state
SLO CREDIT UNIONCANot reported $1,343,991$1,622,641 Board Member$0 Similar name, revenue differs more than 10x, same state
UNCLE CREDIT UNIONCANot reported $42,945,421$42,153,211 CEO$2,594,846 Similar name, revenue differs more than 10x, same state
VIBE CREDIT UNIONMINot reported $23,738,462$22,180,793 PRESIDENT/CEO$529,102 Similar name, revenue differs more than 10x, similar mission
KBR CREDIT UNIONWANot reported $658,881$440,066 PRESIDENT/CEO$158,063 Similar name, revenue differs more than 10x, similar mission
PATRIOT CREDIT UNIONMONot reported $764,236$624,568 MANAGER$107,929 Similar name, revenue differs more than 10x
UNITED CREDIT UNIONMONot reported $21,639,053$17,483,795 CEO$341,601 Similar name, revenue differs more than 10x, similar mission
Unity Credit UnionMINot reported $1,352,829$1,152,261 Treasurer & CEO$80,801 Similar name, revenue differs more than 10x, similar mission
Centel Credit UnionMINot reported $1,136,396$1,093,606 CEO$60,302 Similar name, revenue differs more than 10x, similar mission
TELCO PLUS CREDIT UNIONTXW61 $3,664,534$2,586,920 Treasurer$3,000 Similar name, revenue differs more than 10x
IAA CREDIT UNIONILW61 $25,446,906$20,773,180 CHIEF EXECUTIVE OFFICER$220,565 Similar name, revenue differs more than 10x, similar mission
TELCOMM CREDIT UNIONMONot reported $20,898,720$18,898,035 PRESIDENT/CEO$293,400 Similar name, revenue differs more than 10x
AAC CREDIT UNIONMINot reported $13,068,328$9,966,636 President & CEO$274,678 Similar name, revenue differs more than 10x, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
CORNERSTONE CREDIT UNION FOUNDATION DAF sponsor$5,8821 12021–2021 UNITED CREDIT UNION
ROBINSON FAMILY FOUNDATION INC Private foundation$2,9001 12010–2010 TCC CREDIT UNION
LONG LEWIS FOUNDATION INC Private foundation$5281 12024–2024 MAX CREDIT UNION
THE@NUTTER FAMILY FOUNDATION Private foundation$5001 12012–2012 IQ CREDIT UNION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $521,333,437 spent · pay $113,284,039 · grants $365,545 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $202,072,183--- 38.8%
Other salaries and wages $82,365,032--- 15.8%
Other (as described)PROVISION FOR CREDIT LO $70,376,337--- 13.5%
Other (as described)FRAUD & OTHER OPERATING $53,484,925--- 10.3%
Occupancy $17,512,042--- 3.4%
Information technology $16,045,676--- 3.1%
Other employee benefits $13,707,827--- 2.6%
Other (as described)LOAN SERVICING EXPENSES $9,409,599--- 1.8%
Advertising and promotion $6,593,833--- 1.3%
Office expenses $6,554,548--- 1.3%
Payroll taxes $6,164,689--- 1.2%
Pay: officers, directors, trustees, key employees $5,733,526--- 1.1%
Other (as described)ATM & OTHER PROCESSING $5,614,772--- 1.1%
Pension plan contributions $5,312,965--- 1.0%
Fees: other services $5,094,968--- 1.0%
All other expenses $4,203,738--- 0.8%
Fees: management $3,476,824--- 0.7%
Depreciation and depletion $2,748,607--- 0.5%
Fees: legal $1,783,831--- 0.3%
Insurance $1,050,367--- 0.2%
Travel $1,022,528--- 0.2%
Fees: accounting $639,075--- 0.1%
Grants to US organizations and governments $365,545--- 0.1%
Total$521,333,437100%

View the filing

2023 · Form 990 · $372,513,460 spent · pay $114,867,215 · grants $322,402 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $130,751,955--- 35.1%
Other salaries and wages $84,612,731--- 22.7%
Other (as described)PROVISION FOR CREDIT LO $37,931,620--- 10.2%
Occupancy $19,113,913--- 5.1%
Information technology $15,061,205--- 4.0%
Other employee benefits $12,903,479--- 3.5%
Other (as described)LOAN SERVICING EXPENSES $7,225,364--- 1.9%
Advertising and promotion $6,612,206--- 1.8%
All other expenses $6,452,514--- 1.7%
Payroll taxes $6,406,847--- 1.7%
Fees: other services $6,286,846--- 1.7%
Other (as described)ATM/CREDIT CARDS $6,210,274--- 1.7%
Pension plan contributions $5,587,036--- 1.5%
Office expenses $5,468,400--- 1.5%
Pay: officers, directors, trustees, key employees $5,357,122--- 1.4%
Other (as described)ATM & OTHER PROCESSING $5,254,502--- 1.4%
Depreciation and depletion $3,971,148--- 1.1%
Fees: management $2,340,400--- 0.6%
Fees: legal $1,992,555--- 0.5%
Travel $1,184,729--- 0.3%
Insurance $802,270--- 0.2%
Fees: accounting $663,942--- 0.2%
Grants to US organizations and governments $322,402--- 0.1%
Total$372,513,460100%

View the filing

2022 · Form 990 · $243,406,109 spent · pay $98,597,354 · grants $374,736 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $74,291,082--- 30.5%
Interest $43,555,886--- 17.9%
Occupancy $20,227,000--- 8.3%
Other (as described)PROVISION FOR LOAN LOSS $18,850,693--- 7.7%
Information technology $12,650,261--- 5.2%
Other employee benefits $10,294,793--- 4.2%
All other expenses $10,136,415--- 4.2%
Advertising and promotion $6,863,243--- 2.8%
Payroll taxes $5,553,800--- 2.3%
Office expenses $5,395,532--- 2.2%
Other (as described)ATM/CREDIT CARDS $4,965,998--- 2.0%
Fees: other services $4,693,910--- 1.9%
Pay: officers, directors, trustees, key employees $4,608,404--- 1.9%
Other (as described)ATM & OTHER PROCESSING $4,143,646--- 1.7%
Other (as described)LOAN SERVICING EXPENSES $4,045,621--- 1.7%
Pension plan contributions $3,849,275--- 1.6%
Depreciation and depletion $3,771,632--- 1.5%
Fees: management $2,022,288--- 0.8%
Travel $1,156,434--- 0.5%
Insurance $928,371--- 0.4%
Fees: accounting $853,298--- 0.4%
Grants to US organizations and governments $374,736--- 0.2%
Fees: legal $173,791--- 0.1%
Total$243,406,109100%

View the filing

2021 · Form 990 · $220,010,224 spent · pay $85,980,920 · grants $299,085 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $62,947,805--- 28.6%
Other salaries and wages $62,342,826--- 28.3%
Occupancy $17,251,187--- 7.8%
Information technology $11,408,746--- 5.2%
Other employee benefits $9,843,762--- 4.5%
Other (as described)LOAN SERVICING EXPENSES $6,263,844--- 2.8%
All other expenses $5,583,983--- 2.5%
Pay: officers, directors, trustees, key employees $5,424,796--- 2.5%
Advertising and promotion $5,183,223--- 2.4%
Payroll taxes $4,985,968--- 2.3%
Office expenses $4,761,391--- 2.2%
Fees: other services $4,158,872--- 1.9%
Depreciation and depletion $3,807,014--- 1.7%
Other (as described)ATM & OTHER PROCESSING $3,400,968--- 1.5%
Pension plan contributions $3,383,568--- 1.5%
Other (as described)ATM/CREDIT CARDS $2,214,429--- 1.0%
Other (as described)EQUIPMENT/MAINTENANCE $2,092,375--- 1.0%
Fees: management $1,760,036--- 0.8%
Fees: accounting $1,065,566--- 0.5%
Insurance $998,874--- 0.5%
Travel $588,335--- 0.3%
Grants to US organizations and governments $299,085--- 0.1%
Fees: legal $243,571--- 0.1%
Total$220,010,224100%

View the filing

2020 · Form 990 · $247,581,568 spent · pay $86,140,920 · grants $295,237 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $73,661,758--- 29.8%
Other salaries and wages $60,999,770--- 24.6%
Other (as described)PROVISION FOR LOAN LOSS $22,900,000--- 9.2%
Occupancy $16,568,591--- 6.7%
Information technology $9,441,706--- 3.8%
Other employee benefits $9,382,815--- 3.8%
Pay: officers, directors, trustees, key employees $6,795,537--- 2.7%
Office expenses $5,620,796--- 2.3%
Other (as described)LOAN SERVICING EXPENSES $5,269,888--- 2.1%
Payroll taxes $4,937,184--- 2.0%
All other expenses $4,818,594--- 1.9%
Advertising and promotion $4,717,251--- 1.9%
Depreciation and depletion $4,457,543--- 1.8%
Pension plan contributions $4,025,614--- 1.6%
Other (as described)ATM & OTHER PROCESSING $4,009,075--- 1.6%
Fees: management $2,799,424--- 1.1%
Other (as described)EQUIPMENT/MAINTENANCE $2,248,690--- 0.9%
Fees: other services $2,208,739--- 0.9%
Insurance $888,166--- 0.4%
Fees: legal $678,602--- 0.3%
Fees: accounting $514,251--- 0.2%
Travel $342,337--- 0.1%
Grants to US organizations and governments $295,237--- 0.1%
Total$247,581,568100%

View the filing

2019 · Form 990 · $234,831,465 spent · pay $81,310,724 · grants $241,056 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $73,033,108--- 31.1%
Other salaries and wages $55,407,809--- 23.6%
Other (as described)LOAN SERVICING EXPENSES $13,082,869--- 5.6%
Occupancy $12,828,164--- 5.5%
Other (as described)PROVISION FOR LOAN LOSS $12,300,000--- 5.2%
Other employee benefits $9,249,173--- 3.9%
Pay: disqualified persons $8,594,439--- 3.7%
Information technology $7,885,230--- 3.4%
Advertising and promotion $6,431,664--- 2.7%
All other expenses $5,591,004--- 2.4%
Office expenses $5,390,918--- 2.3%
Payroll taxes $4,569,887--- 1.9%
Depreciation and depletion $4,232,615--- 1.8%
Other (as described)ATM & OTHER PROCESSING $3,837,914--- 1.6%
Pension plan contributions $3,489,416--- 1.5%
Other (as described)EQUIPMENT/MAINTENANCE $2,240,488--- 1.0%
Fees: other services $1,873,741--- 0.8%
Fees: management $1,386,537--- 0.6%
Travel $1,363,563--- 0.6%
Insurance $1,016,108--- 0.4%
Fees: legal $465,780--- 0.2%
Fees: accounting $319,982--- 0.1%
Grants to US organizations and governments $241,056--- 0.1%
Total$234,831,465100%

View the filing

2018 · Form 990 · $199,301,098 spent · pay $75,722,142 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $52,405,644--- 26.3%
Other salaries and wages $51,620,153--- 25.9%
Other (as described)LOAN SERVICING EXPENSES $11,451,153--- 5.7%
Occupancy $10,542,992--- 5.3%
Other (as described)PROVISION FOR LOAN LOSS $8,600,000--- 4.3%
Other employee benefits $8,243,449--- 4.1%
Information technology $7,250,517--- 3.6%
Pay: officers, directors, trustees, key employees $6,602,434--- 3.3%
Other (as described)ATM & OTHER PROCESSING $5,708,787--- 2.9%
All other expenses $4,950,865--- 2.5%
Office expenses $4,822,623--- 2.4%
Pension plan contributions $4,673,434--- 2.3%
Payroll taxes $4,582,672--- 2.3%
Depreciation and depletion $4,345,634--- 2.2%
Advertising and promotion $3,891,761--- 2.0%
Other (as described)EQUIPMENT/MAINTENANCE $2,341,085--- 1.2%
Fees: other services $2,160,869--- 1.1%
Fees: management $1,790,311--- 0.9%
Travel $1,478,440--- 0.7%
Insurance $1,050,254--- 0.5%
Fees: accounting $420,970--- 0.2%
Fees: legal $367,051--- 0.2%
Total$199,301,098100%

View the filing

2017 · Form 990 · $167,139,572 spent · pay $63,627,840 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $41,318,268--- 24.7%
Interest $40,259,198--- 24.1%
Other (as described)LOAN SERVICING EXPENSES $10,532,959--- 6.3%
Occupancy $9,491,726--- 5.7%
Other employee benefits $7,122,667--- 4.3%
Other (as described)PROVISION FOR LOAN LOSS $7,000,000--- 4.2%
Pay: officers, directors, trustees, key employees $6,962,422--- 4.2%
Information technology $6,509,927--- 3.9%
Other (as described)ATM & OTHER PROCESSING $5,465,860--- 3.3%
All other expenses $4,985,571--- 3.0%
Pension plan contributions $4,466,926--- 2.7%
Office expenses $4,416,981--- 2.6%
Payroll taxes $3,757,557--- 2.2%
Advertising and promotion $3,385,191--- 2.0%
Depreciation and depletion $3,227,068--- 1.9%
Other (as described)EQUIPMENT/MAINTENANCE $2,530,119--- 1.5%
Fees: other services $2,092,214--- 1.3%
Travel $1,317,206--- 0.8%
Insurance $909,928--- 0.5%
Fees: management $715,070--- 0.4%
Fees: legal $393,896--- 0.2%
Fees: accounting $278,818--- 0.2%
Total$167,139,572100%

View the filing

2016 · Form 990 · $148,663,366 spent · pay $59,744,853 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $39,063,419--- 26.3%
Interest $31,295,486--- 21.1%
Occupancy $9,260,411--- 6.2%
Other (as described)LOAN SERVICING EXPENSES $9,117,319--- 6.1%
Other (as described)PROVISION FOR LOAN LOSSES $8,725,000--- 5.9%
Other employee benefits $7,266,465--- 4.9%
Pay: officers, directors, trustees, key employees $6,053,150--- 4.1%
Information technology $5,197,246--- 3.5%
Other (as described)ATM & OTHER PROCESSING EXP $4,988,612--- 3.4%
All other expenses $4,684,695--- 3.2%
Office expenses $4,271,115--- 2.9%
Pension plan contributions $3,792,074--- 2.6%
Payroll taxes $3,569,745--- 2.4%
Advertising and promotion $2,446,661--- 1.6%
Depreciation and depletion $2,376,460--- 1.6%
Travel $1,610,445--- 1.1%
Fees: other services $1,460,252--- 1.0%
Other (as described)EQUIPMENT/MAINTENANCE $1,349,460--- 0.9%
Insurance $1,084,610--- 0.7%
Fees: management $535,169--- 0.4%
Fees: legal $287,660--- 0.2%
Fees: accounting $227,912--- 0.2%
Total$148,663,366100%

View the filing

2015 · Form 990 · $142,974,205 spent · pay $58,694,024 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $38,105,209--- 26.7%
Interest $19,894,745--- 13.9%
Other (as described)PROVISION FOR LOAN LOSSES $16,523,000--- 11.6%
Other (as described)LOAN SERVICING EXPENSES $10,928,660--- 7.6%
Occupancy $8,550,306--- 6.0%
Pay: officers, directors, trustees, key employees $7,433,591--- 5.2%
Other employee benefits $6,247,843--- 4.4%
Other (as described)ATM & OTHER PROCESSING EXPENSE $5,132,698--- 3.6%
All other expenses $4,411,824--- 3.1%
Office expenses $4,221,277--- 3.0%
Information technology $3,988,794--- 2.8%
Pension plan contributions $3,457,370--- 2.4%
Payroll taxes $3,450,011--- 2.4%
Advertising and promotion $2,237,990--- 1.6%
Depreciation and depletion $2,168,139--- 1.5%
Travel $1,604,336--- 1.1%
Other (as described)EQUIPMENT/MAINTENANCE $1,459,048--- 1.0%
Insurance $1,199,744--- 0.8%
Fees: other services $822,185--- 0.6%
Fees: accounting $518,978--- 0.4%
Fees: legal $405,375--- 0.3%
Fees: management $213,082--- 0.1%
Total$142,974,205100%

View the filing

2014 · Form 990 · $116,985,443 spent · pay $53,246,545 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $36,161,979--- 30.9%
Interest $14,347,891--- 12.3%
Other (as described)LOAN SERVICING EXPENSES $11,325,506--- 9.7%
Occupancy $8,557,355--- 7.3%
Other employee benefits $6,523,295--- 5.6%
Pay: officers, directors, trustees, key employees $5,544,612--- 4.7%
Other (as described)ATM & OTHER PROCESSING EXPENSE $4,921,881--- 4.2%
Office expenses $4,111,111--- 3.5%
All other expenses $3,800,926--- 3.2%
Information technology $3,764,660--- 3.2%
Other (as described)PROVISION FOR LOAN LOSSES $3,361,000--- 2.9%
Payroll taxes $3,187,104--- 2.7%
Advertising and promotion $2,581,897--- 2.2%
Depreciation and depletion $1,837,128--- 1.6%
Pension plan contributions $1,829,555--- 1.6%
Other (as described)EQUIPMENT/MAINTENANCE $1,622,362--- 1.4%
Travel $1,397,786--- 1.2%
Insurance $1,052,266--- 0.9%
Fees: other services $307,280--- 0.3%
Fees: accounting $286,308--- 0.2%
Fees: legal $245,130--- 0.2%
Fees: management $218,411--- 0.2%
Total$116,985,443100%

View the filing

2013 · Form 990 · $106,170,645 spent · pay $50,337,495 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $31,808,746--- 30.0%
Interest $15,098,554--- 14.2%
Other (as described)Loan servicing expense $10,992,360--- 10.4%
Occupancy $7,963,807--- 7.5%
Pay: officers, directors, trustees, key employees $7,613,924--- 7.2%
Office expenses $5,481,976--- 5.2%
Other employee benefits $5,191,530--- 4.9%
Other (as described)ATM and other processing expenses $4,503,455--- 4.2%
Insurance $3,775,960--- 3.6%
Information technology $3,628,072--- 3.4%
Other (as described)Miscellaneous expense $3,326,104--- 3.1%
Pension plan contributions $2,862,123--- 2.7%
Payroll taxes $2,861,172--- 2.7%
Advertising and promotion $2,528,382--- 2.4%
Depreciation and depletion $1,762,454--- 1.7%
Travel $1,107,228--- 1.0%
Fees: legal $884,161--- 0.8%
Fees: accounting $461,160--- 0.4%
Fees: management $355,023--- 0.3%
Fees: other services $323,454--- 0.3%
Other (as described)Provision for loan losses -$6,359,000--- -6.0%
Total$106,170,645100%

View the filing

2012 · Form 990 · $117,974,733 spent · pay $47,293,807 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $29,841,442--- 25.3%
Interest $16,579,234--- 14.1%
Other (as described)Provision for loan losses $14,469,000--- 12.3%
Occupancy $7,913,200--- 6.7%
Other (as described)Loan servicing expense $6,830,552--- 5.8%
Other employee benefits $6,111,346--- 5.2%
Pay: officers, directors, trustees, key employees $6,027,007--- 5.1%
Office expenses $5,469,361--- 4.6%
Other (as described)ATM and other processing expenses $4,777,119--- 4.0%
Insurance $3,981,573--- 3.4%
Information technology $3,342,733--- 2.8%
Pension plan contributions $2,721,465--- 2.3%
Payroll taxes $2,592,547--- 2.2%
All other expenses $2,000,890--- 1.7%
Depreciation and depletion $1,888,828--- 1.6%
Advertising and promotion $1,382,176--- 1.2%
Travel $835,801--- 0.7%
Fees: legal $383,036--- 0.3%
Fees: management $348,093--- 0.3%
Fees: other services $342,182--- 0.3%
Fees: accounting $137,148--- 0.1%
Total$117,974,733100%

View the filing

2011 · Form 990 · $153,412,193 spent · pay $42,693,268 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Provision for loan losses $43,168,000--- 28.1%
Other salaries and wages $27,158,643--- 17.7%
Interest $20,082,387--- 13.1%
Insurance $8,553,764--- 5.6%
Occupancy $8,008,973--- 5.2%
Other (as described)Loan servicing expense $7,994,700--- 5.2%
Office expenses $5,563,797--- 3.6%
Other employee benefits $5,126,652--- 3.3%
Pay: officers, directors, trustees, key employees $4,933,638--- 3.2%
Other (as described)ATM and other processing expenses $4,578,350--- 3.0%
Information technology $3,801,040--- 2.5%
Pension plan contributions $3,022,044--- 2.0%
All other expenses $2,770,826--- 1.8%
Payroll taxes $2,452,291--- 1.6%
Depreciation and depletion $2,127,129--- 1.4%
Advertising and promotion $2,062,618--- 1.3%
Travel $859,250--- 0.6%
Fees: other services $686,018--- 0.4%
Fees: legal $267,696--- 0.2%
Fees: accounting $194,377--- 0.1%
Total$153,412,193100%

View the filing

2010 · Form 990 · $164,172,445 spent · pay $39,439,399 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Provision for Loan Losses $57,667,000--- 35.1%
Interest $29,826,451--- 18.2%
Other salaries and wages $23,931,995--- 14.6%
Office expenses $9,570,232--- 5.8%
Insurance $9,150,009--- 5.6%
Other (as described)Loan Servicing Expense $8,798,403--- 5.4%
Other employee benefits $8,129,446--- 5.0%
Occupancy $6,866,125--- 4.2%
Pay: officers, directors, trustees, key employees $5,136,878--- 3.1%
All other expenses $3,850,602--- 2.3%
Information technology $3,323,789--- 2.0%
Payroll taxes $2,241,080--- 1.4%
Advertising and promotion $1,892,337--- 1.2%
Depreciation and depletion $1,856,901--- 1.1%
Fees: other services $988,383--- 0.6%
Travel $642,814--- 0.4%
Other (as described)Association Dues $550,588--- 0.3%
Other (as described)Dept of Corporations Assessment $317,223--- 0.2%
Other (as described)Non Operating Income/Expense -$10,567,811--- -6.4%
Total$164,172,445100%

View the filing

Trademarks

19 US trademarks, 14 live.

MarkSerialFiledStatusSource
PATELCO TRUST CENTER998064702026-05-06Pending applicationTRTDXFAP, file of 2026-10-14
ELDERSAFE992224402025-06-06AbandonedTRTDXFAP, file of 2026-03-23
PATELCO FINANCIAL SOLUTIONS990590442025-02-27RegisteredTRTYRAP, file of 2026-04-03
SMALL TALKS FOR BIG CHANGE988436792024-11-08RegisteredTRTYRAP, file of 2026-04-03
SIMPLY STATED980802512023-07-11RegisteredTRTYRAP, file of 2026-04-03
PATELCO BANKUP977622602023-01-20RegisteredTRCFECO2, file of 2024-03-27
SCOREUP976469662022-10-25RegisteredTRCFECO2, file of 2024-03-27
PATELCO INSTANT BACKUP975663662022-08-26RegisteredTRTYRAP, file of 2026-04-03
PATELCO VIRTUAL BRANCH972004402022-01-03RegisteredTRCFECO2, file of 2024-03-27
SCOREUP908863612021-08-17RegisteredTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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