CREDIT UNIONS IN THE STATE OF CALIFORNIA
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Cite this
Plain text CREDIT UNIONS IN THE STATE OF CALIFORNIA. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/credit-unions-in-the-state-of-california-946069237. Retrieved 2026-11-11.
APA furp.org. (n.d.). CREDIT UNIONS IN THE STATE OF CALIFORNIA [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 11, 2026, from https://furp.org/org/credit-unions-in-the-state-of-california-946069237
MLA “CREDIT UNIONS IN THE STATE OF CALIFORNIA.” furp.org, tax years 2010–2024, https://furp.org/org/credit-unions-in-the-state-of-california-946069237. Accessed 11 Nov. 2026.
Retrieved 2026-11-11; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $409.8M · expenses $376.1M · assets $9.45B
- EIN
- 94-6069237
- Address
- 1306 BORDEAUX DR, SUNNYVALE, CA 94089-1005
- Website
- WWW.STARONE.ORG
- NTEE code
- W61 Credit Unions (Public and Societal Benefit) inferred (by a small language model from the name and 990 text, confidence 0.90; not an IRS classification)
- FURP topic
- abuse: child · science: research education · shelter: homeless · violence: prevention (from its 990 text; the topic index)
- 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 ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
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, STAR ONE 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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
65 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Gary Rodrigues | PRESIDENT/CEO | 2018-2024 | $2,891,776 | $33,002,561 | 1 |
| M Mucker | EXECUTIVE VP - OPS | 2010-2024 | $1,547,442 | $14,783,779 | 1 |
| B Ross | EXECUTIVE VP - FINANCE & A | 2010-2024 | $1,653,632 | $14,153,543 | 1 |
| M Gupta | EXECUTIVE VP - OPERATIONS | 2020-2024 | $2,424,023 | $6,379,413 | 1 |
| S Panicker | VP - TREASURY | 2020-2024 | $1,372,461 | $6,324,041 | 1 |
| R Rutledge | VP - HUMAN RESOURCES | 2019-2024 | $538,595 | $5,645,034 | 1 |
| V Brosas | VP - DEPOSIT SERVICES | 2022-2024 | $1,732,071 | $3,883,708 | 1 |
| V Tabler | VP - REAL ESTATE LENDING | 2022-2024 | $1,517,523 | $3,496,471 | 1 |
| S Naylor | VP - INFORMATION SYSTEMS | 2023-2024 | $1,528,921 | $2,247,756 | 1 |
| H Ornelas | VP - CONSUMER LENDING | 2024 | $540,347 | $540,347 | 1 |
| Melissa Henck | CHAIR | 2018-2024 | $6,208 | $18,895 | 1 |
| Patricia Humecke | DIRECTOR | 2018-2024 | $2,267 | $14,312 | 1 |
| Ponprom Flynn | SUPERVISORY COMMITTEE | 2018-2024 | $1,433 | $13,591 | 1 |
| Triny Lee | SECRETARY | 2018-2024 | $1,319 | $13,316 | 1 |
| Christina Goeas | ASSISTANT TREASURER | 2018-2024 | $1,554 | $12,280 | 1 |
| Richard Aochi | 2ND VICE CHAIR & ASSISTANT | 2018-2024 | $1,868 | $11,311 | 1 |
| Kristen Mank | SUPERVISORY COMMITTEE | 2022-2024 | $4,079 | $9,363 | 1 |
| Cyrus Tabari | DIRECTOR | 2018-2024 | $2,356 | $5,542 | 1 |
| Brian Lawler | SUPERVISORY COMMITTEE CHAIR | 2018-2024 | $0 | $4,663 | 1 |
| Madelaine Kolda | SUPERVISORY COMMITTEE | 2023-2024 | $2,055 | $4,101 | 1 |
| David Daggett | DIRECTOR | 2018-2024 | $0 | $2,365 | 1 |
| Jeff Gaut | 1ST VICE CHAIR & TREASURER | 2018-2024 | $701 | $1,388 | 1 |
| James Barnhart | DIRECTOR | 2022-2024 | $1,034 | $1,034 | 1 |
| R Heldebrant (former) | CEO | 2010-2017 | $12,465,866 | $22,122,473 | 1 |
| K Collins (former) | SENIOR VP - LENDING | 2010-2021 | $822,128 | $7,096,433 | 1 |
| A Sebastian (former) | VP - CONTROLLER | 2010-2022 | $1,284,261 | $6,964,580 | 1 |
| R Mcalpine (former) | VP - INFORMATION SYSTEMS | 2010-2021 | $870,834 | $6,155,006 | 1 |
| J Fagenstrom (former) | VP - MARKETING | 2011-2023 | $482,582 | $5,770,717 | 1 |
| G Rodrigues (former) | PRESIDENT | 2010-2017 | $1,541,061 | $5,560,866 | 1 |
| C Safberg (former) | EXECUTIVE VP OPERATIONS (RETIRED) | 2010-2013 | $1,296,832 | $3,088,392 | 1 |
| L Brubaker (former) | VP - REMOTE SERVICES | 2010-2019 | $367,561 | $2,242,682 | 1 |
| S Moix (former) | VP BRANCH SERVICES | 2010-2016 | $413,429 | $2,113,470 | 1 |
| K Fukumoto (former) | VP - INTERNAL AUDIT | 2018-2019 | $416,008 | $874,951 | 1 |
| R Aubrey (former) | SENIOR VP TREASURER | 2016-2017 | $389,970 | $804,157 | 1 |
| J Nichols (former) | VP-INTERNAL AUDIT | 2011-2012 | $305,258 | $584,301 | 1 |
| Rick Heldebrant (former) | CEO | 2018 | $572,870 | $572,870 | 1 |
| K Sullivan (former) | VP - DEPOSIT SERVICES | 2022 | $516,116 | $516,116 | 1 |
| Raubrey (former) | VP TREASURER | 2015 | $361,814 | $361,814 | 1 |
| Lbrubaker (former) | VP DEPOSIT SERVICES | 2013 | $254,757 | $254,757 | 1 |
| D Flowe (former) | BOARD CHAIRPERSON | 2010-2017 | $5,449 | $23,652 | 1 |
| S Dunlap (former) | TREASURER | 2010-2017 | $5,678 | $22,521 | 1 |
| B Bachant (former) | DIRECTOR | 2010-2017 | $1,096 | $15,937 | 1 |
| L Varr (former) | DIRECTOR | 2010-2017 | $0 | $12,045 | 1 |
| D Abihider (former) | BOARD VICE CHAIRPERSON | 2010-2015 | $1,644 | $11,658 | 1 |
| Doug Flowe (former) | CHAIR | 2018-2021 | $1,706 | $10,532 | 1 |
| Martin Eng (former) | DIRECTOR | 2018-2022 | $3,429 | $8,690 | 1 |
| R Aochi (former) | SUPV CMTE MEMBER | 2010-2015 | $2,149 | $7,852 | 1 |
| M Eng (former) | DIRECTOR | 2010-2017 | $2,794 | $7,163 | 1 |
| C Goeas (former) | SUPV CMTE CHAIR | 2010-2017 | $1,967 | $6,668 | 1 |
| M Khaghani (former) | SUPV CMTE MEMBER | 2012-2015 | $1,971 | $6,648 | 1 |
| G Adams (former) | BOARD CHAIRPERSON | 2010-2016 | $1,428 | $6,526 | 1 |
| Scott Dunlap (former) | ASSISTANT TREASURER | 2018-2021 | $0 | $5,283 | 1 |
| P Humecke (former) | DIRECTOR | 2010-2017 | $3,986 | $5,142 | 1 |
| D Manassau (former) | BOARD VICE CHAIRPERSON | 2010-2012 | $0 | $5,120 | 1 |
| R Aoichi (former) | SECRETARY | 2016-2017 | $3,134 | $4,214 | 1 |
| T Lee (former) | SUPV CMTE MEMBER | 2017 | $3,549 | $3,549 | 1 |
| Tlee (former) | SUPV CMTE MEMBER | 2015-2016 | $1,679 | $3,001 | 1 |
| J Morelli (former) | BOARD VICE CHAIRPERSON | 2010-2011 | $1,739 | $2,881 | 1 |
| C Tabari (former) | SUPV CMTE MEMBER | 2014-2017 | $2,262 | $2,262 | 1 |
| K Mank (former) | SUPERVISORY COMMITTEE | 2021 | $1,900 | $1,900 | 1 |
| M Henck (former) | SUPV CMTE MEMBER | 2017 | $1,880 | $1,880 | 1 |
| D Daggett (former) | BOARD VICE CHAIRPERSON | 2010-2017 | $1,878 | $1,878 | 1 |
| P Flynn (former) | SUPV CMTE MEMBER | 2016-2017 | $1,744 | $1,744 | 1 |
| J Mcelravey (former) | BOARD CHAIRPERSON | 2010 | $1,119 | $1,119 | 1 |
| Krishna Marella (former) | SUPERVISORY COMMITTEE | 2019-2020 | $0 | $797 | 1 |
Officers and directors, no compensation reported
3 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Tyler Martin | SUPERVISORY COMMITTEE | 2022-2024 | 1 | $0 reported | 1 |
| J Gaut (former) | BOARD VICE CHAIRPERSON | 2011-2017 | 1 | $0 reported | 1 |
| Ctabari (former) | SUPV CMTE MEMBER | 2013 | 1 | $0 reported | 1 |
People by year
2024 · 24 people listed · 21 paid, $15.8M · 287 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | PRESIDENT/CEO | 40 | $1,968,703 | $0 | $923,073 | $2,891,776 | 1 |
| M GUPTA | EXECUTIVE VP - OPERATIONS | 40 | $882,236 | $0 | $1,541,787 | $2,424,023 | 1 |
| V BROSAS | VP - DEPOSIT SERVICES | 40 | $705,490 | $0 | $1,026,581 | $1,732,071 | 1 |
| B ROSS | EXECUTIVE VP - FINANCE & A | 40 | $1,016,494 | $0 | $637,138 | $1,653,632 | 1 |
| M MUCKER | EXECUTIVE VP - OPS | 40 | $1,528,384 | $0 | $19,058 | $1,547,442 | 1 |
| S NAYLOR | VP - INFORMATION SYSTEMS | 40 | $545,016 | $0 | $983,905 | $1,528,921 | 1 |
| V TABLER | VP - REAL ESTATE LENDING | 40 | $620,360 | $0 | $897,163 | $1,517,523 | 1 |
| S PANICKER | VP - TREASURY | 40 | $535,684 | $0 | $836,777 | $1,372,461 | 1 |
| H ORNELAS | VP - CONSUMER LENDING | 40 | $469,561 | $0 | $70,786 | $540,347 | 1 |
| R RUTLEDGE | VP - HUMAN RESOURCES | 40 | $480,917 | $0 | $57,678 | $538,595 | 1 |
| MELISSA HENCK | CHAIR | 1 | $6,208 | $0 | $0 | $6,208 | 1 |
| KRISTEN MANK | SUPERVISORY COMMITTEE | 1 | $4,079 | $0 | $0 | $4,079 | 1 |
| CYRUS TABARI | DIRECTOR | 1 | $2,356 | $0 | $0 | $2,356 | 1 |
| PATRICIA HUMECKE | DIRECTOR | 1 | $2,267 | $0 | $0 | $2,267 | 1 |
| MADELAINE KOLDA | SUPERVISORY COMMITTEE | 1 | $2,055 | $0 | $0 | $2,055 | 1 |
| RICHARD AOCHI | 2ND VICE CHAIR & ASSISTANT | 1 | $1,868 | $0 | $0 | $1,868 | 1 |
| CHRISTINA GOEAS | ASSISTANT TREASURER | 1 | $1,554 | $0 | $0 | $1,554 | 1 |
| PONPROM FLYNN | SUPERVISORY COMMITTEE | 1 | $1,433 | $0 | $0 | $1,433 | 1 |
| TRINY LEE | SECRETARY | 1 | $1,319 | $0 | $0 | $1,319 | 1 |
| JAMES BARNHART | DIRECTOR | 1 | $1,034 | $0 | $0 | $1,034 | 1 |
| JEFF GAUT | 1ST VICE CHAIR & TREASURER | 1 | $701 | $0 | $0 | $701 | 1 |
| DAVID DAGGETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN LAWLER | SUPERVISORY COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TYLER MARTIN | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 24 people listed · 20 paid, $19.7M · 287 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | PRESIDENT & CEO | 40 | $6,705,661 | $0 | $1,877,442 | $8,583,103 | 1 |
| S PANICKER | SENIOR VP - TREASURY | 40 | $712,647 | $0 | $1,009,959 | $1,722,606 | 1 |
| M GUPTA | VP - REMOTE SERVICES | 40 | $516,243 | $0 | $1,168,026 | $1,684,269 | 1 |
| B ROSS | EXECUTIVE VP - FINANCE & ADMIN | 40 | $985,556 | $0 | $547,264 | $1,532,820 | 1 |
| V BROSAS | VP - DEPOSIT SERVICES | 40 | $491,644 | $0 | $1,035,962 | $1,527,606 | 1 |
| V TABLER | SENIOR VP - REAL ESTATE LENDING | 40 | $546,917 | $0 | $786,561 | $1,333,478 | 1 |
| M MUCKER | EXECUTIVE VP - OPS | 40 | $989,501 | $0 | $148,421 | $1,137,922 | 1 |
| R RUTLEDGE | VP - HUMAN RESOURCES | 40 | $918,458 | $0 | $53,703 | $972,161 | 1 |
| S NAYLOR | VP - INFORMATION SYSTEMS | 40 | $500,978 | $0 | $217,857 | $718,835 | 1 |
| J FAGENSTROM | VP - MARKETING | 40 | $470,194 | $0 | $12,388 | $482,582 | 1 |
| KRISTEN MANK | SUPERVISORY COMMITTEE | 1 | $3,409 | $0 | $0 | $3,409 | 1 |
| PATRICIA HUMECKE | DIRECTOR | 1 | $3,330 | $0 | $0 | $3,330 | 1 |
| TRINY LEE | SECRETARY | 1 | $3,232 | $0 | $0 | $3,232 | 1 |
| CHRISTINA GOEAS | ASSISTANT TREASURER | 1 | $3,216 | $0 | $0 | $3,216 | 1 |
| MADELAINE KOLDA | SUPERVISORY COMMITTEE | 1 | $2,046 | $0 | $0 | $2,046 | 1 |
| PONPROM FLYNN | SUPERVISORY COMMITTEE | 1 | $1,796 | $0 | $0 | $1,796 | 1 |
| CYRUS TABARI | DIRECTOR | 1 | $1,742 | $0 | $0 | $1,742 | 1 |
| RICHARD AOCHI | 2ND VICE CHAIR & ASSISTANT SECRETARY | 1 | $1,529 | $0 | $0 | $1,529 | 1 |
| MELISSA HENCK | CHAIR | 1 | $1,521 | $0 | $0 | $1,521 | 1 |
| JEFF GAUT | 1ST VICE CHAIR & TREASURER | 1 | $687 | $0 | $0 | $687 | 1 |
| DAVID DAGGETT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARNHART | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN LAWLER | SUPERVISORY COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TYLER MARTIN | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 24 people listed · 18 paid, $16.3M · 285 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | PRESIDENT & CEO | 40 | $1,712,956 | $0 | $4,037,773 | $5,750,729 | 1 |
| M MUCKER | EXECUTIVE VP - OPS | 40 | $2,202,536 | $0 | $502,451 | $2,704,987 | 1 |
| B ROSS | EXECUTIVE VP - FINANCE & A | 40 | $857,895 | $0 | $793,696 | $1,651,591 | 1 |
| M GUPTA | VP - REMOTE SERVICES | 40 | $478,466 | $0 | $914,954 | $1,393,420 | 1 |
| A SEBASTIAN | VP - CONTROLLER | 40 | $765,800 | $0 | $518,461 | $1,284,261 | 1 |
| S PANICKER | VP - TREASURY | 40 | $465,103 | $0 | $772,011 | $1,237,114 | 1 |
| V TABLER | VP - REAL ESTATE LENDING | 40 | $470,275 | $0 | $175,195 | $645,470 | 1 |
| V BROSAS | VP - DEPOSIT SERVICES | 40 | $426,963 | $0 | $197,068 | $624,031 | 1 |
| K SULLIVAN | VP - DEPOSIT SERVICES | 40 | $453,396 | $0 | $62,720 | $516,116 | 1 |
| R RUTLEDGE | VP - HUMAN RESOURCES | 40 | $437,038 | $0 | $52,085 | $489,123 | 1 |
| MARTIN ENG | DIRECTOR | 1 | $3,429 | $0 | $0 | $3,429 | 1 |
| MELISSA HENCK | CHAIR | 1 | $3,289 | $0 | $0 | $3,289 | 1 |
| PONPROM FLYNN | SUPERVISORY COMMITTEE | 1 | $3,062 | $0 | $0 | $3,062 | 1 |
| PATRICIA HUMECKE | DIRECTOR | 1 | $2,319 | $0 | $0 | $2,319 | 1 |
| CHRISTINA GOEAS | DIRECTOR | 1 | $1,876 | $0 | $0 | $1,876 | 1 |
| KRISTEN MANK | SUPERVISORY COMMITTEE | 1 | $1,875 | $0 | $0 | $1,875 | 1 |
| TRINY LEE | SECRETARY | 1 | $1,444 | $0 | $0 | $1,444 | 1 |
| RICHARD AOCHI | 2ND VICE CHAIR | 1 | $1,148 | $0 | $0 | $1,148 | 1 |
| DAVID DAGGETT | 1ST VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFF GAUT | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES BARNHART | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN LAWLER | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CYRUS TABARI | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TYLER MARTIN | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 24 people listed · 18 paid, $14.6M · 254 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | PRESIDENT & CEO | 40 | $3,976,329 | $0 | $148,864 | $4,125,193 | 1 |
| B ROSS | EXECUTIVE VP - FINANCE & ADMIN | 40 | $985,769 | $0 | $970,447 | $1,956,216 | 1 |
| M MUCKER | EXECUTIVE VP - OPS | 40 | $1,000,601 | $0 | $856,820 | $1,857,421 | 1 |
| R RUTLEDGE | VP - HUMAN RESOURCES | 40 | $877,170 | $0 | $496,794 | $1,373,964 | 1 |
| S PANICKER | VP - TREASURY | 40 | $405,440 | $0 | $750,949 | $1,156,389 | 1 |
| A SEBASTIAN | VP - CONTROLLER | 40 | $403,234 | $0 | $644,950 | $1,048,184 | 1 |
| R MCALPINE | VP - INFORMATION SYSTEMS | 40 | $633,273 | $0 | $237,561 | $870,834 | 1 |
| J FAGENSTROM | VP - MARKETING | 40 | $392,703 | $0 | $457,067 | $849,770 | 1 |
| K COLLINS | SENIOR VP - LENDING | 40 | $579,522 | $0 | $242,606 | $822,128 | 1 |
| M GUPTA | VP - REMOTE SERVICES | 40 | $424,670 | $0 | $79,267 | $503,937 | 1 |
| PONPROM FLYNN | SUPERVISORY COMMITTEE | 1 | $2,627 | $0 | $0 | $2,627 | 1 |
| MARTIN ENG | 2ND VICE CHAIR | 1 | $2,227 | $0 | $0 | $2,227 | 1 |
| MELISSA HENCK | DIRECTOR | 1 | $1,913 | $0 | $0 | $1,913 | 1 |
| K MANK | SUPERVISORY COMMITTEE | 1 | $1,900 | $0 | $0 | $1,900 | 1 |
| PATRICIA HUMECKE | DIRECTOR | 1 | $1,808 | $0 | $0 | $1,808 | 1 |
| CHRISTINA GOEAS | SUPERVISORY COMMITTEE | 1 | $1,767 | $0 | $0 | $1,767 | 1 |
| DOUG FLOWE | CHAIR | 1 | $1,706 | $0 | $0 | $1,706 | 1 |
| TRINY LEE | SECRETARY | 1 | $1,561 | $0 | $0 | $1,561 | 1 |
| DAVID DAGGETT | 1ST VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFF GAUT | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT DUNLAP | ASSISTANT TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD AOCHI | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| CYRUS TABARI | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN LAWLER | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 24 people listed · 12 paid, $14.2M · 249 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | PRESIDENT & CEO | 40 | $1,136,112 | $0 | $2,761,893 | $3,898,005 | 1 |
| R RUTLEDGE | VP - HUMAN RESOURCES | 40 | $1,006,337 | $0 | $833,899 | $1,840,236 | 1 |
| M MUCKER | EXECUTIVE VP - OPS | 40 | $1,003,896 | $0 | $778,680 | $1,782,576 | 1 |
| K COLLINS | SENIOR VP - LENDING | 40 | $1,007,333 | $0 | $635,885 | $1,643,218 | 1 |
| B ROSS | EXECUTIVE VP - FINANCE & ADMINISTRATION | 40 | $548,295 | $0 | $841,439 | $1,389,734 | 1 |
| A SEBASTIAN | VP - CONTROLLER | 40 | $371,411 | $0 | $585,575 | $956,986 | 1 |
| S PANICKER | VP - TREASURY | 40 | $312,965 | $0 | $522,506 | $835,471 | 1 |
| J FAGENSTROM | VP - MARKETING | 40 | $350,096 | $0 | $463,962 | $814,058 | 1 |
| R MCALPINE | VP - INFORMATION SYSTEMS | 40 | $376,493 | $0 | $268,287 | $644,780 | 1 |
| M GUPTA | VP - REMOTE SERVICES | 40 | $299,632 | $0 | $74,132 | $373,764 | 1 |
| RICHARD AOCHI | SECRETARY | 1 | $1,604 | $0 | $0 | $1,604 | 1 |
| BRIAN LAWLER | SUPERVISORY COMMITTEE | 1 | $1,511 | $0 | $0 | $1,511 | 1 |
| DOUG FLOWE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID DAGGETT | 1ST VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFF GAUT | 2ND VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT DUNLAP | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTIN ENG | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA HUMECKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TRINY LEE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MELISSA HENCK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINA GOEAS | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CYRUS TABARI | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PONPROM FLYNN | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KRISHNA MARELLA | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 24 people listed · 22 paid, $10.6M · 250 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | PRESIDENT & CEO | 40 | $1,588,946 | $0 | $2,685,591 | $4,274,537 | 1 |
| M MUCKER | EXECUTIVE VP - OPS | 40 | $675,803 | $0 | $1,231,816 | $1,907,619 | 1 |
| B ROSS | EXECUTIVE VP - FINANCE & ADMINISTRATION | 40 | $518,614 | $0 | $761,398 | $1,280,012 | 1 |
| K COLLINS | SENIOR VP - LENDING | 40 | $371,002 | $0 | $130,890 | $501,892 | 1 |
| A SEBASTIAN | VP - CONTROLLER | 40 | $356,966 | $0 | $124,937 | $481,903 | 1 |
| R MCALPINE | VP - INFORMATION SYSTEMS | 40 | $359,542 | $0 | $99,607 | $459,149 | 1 |
| J FAGENSTROM | VP - MARKETING | 40 | $334,508 | $0 | $113,185 | $447,693 | 1 |
| R RUTLEDGE | VP - HUMAN RESOURCES | 40 | $322,831 | $0 | $108,124 | $430,955 | 1 |
| K FUKUMOTO | VP - INTERNAL AUDIT | 40 | $331,938 | $0 | $84,070 | $416,008 | 1 |
| L BRUBAKER | VP - REMOTE SERVICES | 40 | $292,607 | $0 | $74,954 | $367,561 | 1 |
| DOUG FLOWE | CHAIR | 1 | $5,334 | $0 | $0 | $5,334 | 1 |
| SCOTT DUNLAP | TREASURER | 1 | $5,283 | $0 | $0 | $5,283 | 1 |
| PATRICIA HUMECKE | DIRECTOR | 1 | $4,588 | $0 | $0 | $4,588 | 1 |
| TRINY LEE | DIRECTOR | 1 | $4,009 | $0 | $0 | $4,009 | 1 |
| MELISSA HENCK | DIRECTOR | 1 | $4,000 | $0 | $0 | $4,000 | 1 |
| MARTIN ENG | DIRECTOR | 1 | $3,034 | $0 | $0 | $3,034 | 1 |
| CHRISTINA GOEAS | SUPERVISORY COMMITTEE | 1 | $2,755 | $0 | $0 | $2,755 | 1 |
| RICHARD AOCHI | SECRETARY | 1 | $2,568 | $0 | $0 | $2,568 | 1 |
| DAVID DAGGETT | 1ST VICE CHAIR | 1 | $2,365 | $0 | $0 | $2,365 | 1 |
| PONPROM FLYNN | SUPERVISORY COMMITTEE | 1 | $1,573 | $0 | $0 | $1,573 | 1 |
| BRIAN LAWLER | SUPERVISORY COMMITTEE | 1 | $1,039 | $0 | $0 | $1,039 | 1 |
| KRISHNA MARELLA | SUPERVISORY COMMITTEE | 1 | $797 | $0 | $0 | $797 | 1 |
| JEFF GAUT | 2ND VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CYRUS TABARI | SUPERVISORY COMMITTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 23 people listed · 18 paid, $9.0M · 243 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | PRESIDENT | 40 | $945,434 | $0 | $2,533,784 | $3,479,218 | 1 |
| M MUCKER | EXECUTIVE VP - OPS | 40 | $457,599 | $0 | $624,567 | $1,082,166 | 1 |
| B ROSS | EXECUTIVE VP - FINANCE & ADMINISTRATION | 40 | $493,036 | $0 | $385,573 | $878,609 | 1 |
| A SEBASTIAN | VP - CONTROLLER | 40 | $337,321 | $0 | $242,573 | $579,894 | 1 |
| RICK HELDEBRANT | CEO | 40 | $558,762 | $0 | $14,108 | $572,870 | 1 |
| K COLLINS | SENIOR VP - LENDING | 40 | $355,372 | $0 | $215,896 | $571,268 | 1 |
| R MCALPINE | VP - INFORMATION SYSTEMS | 40 | $339,637 | $0 | $143,734 | $483,371 | 1 |
| J FAGENSTROM | VP - MARKETING | 40 | $317,472 | $0 | $161,889 | $479,361 | 1 |
| K FUKUMOTO | VP - INTERNAL AUDIT | 40 | $316,698 | $0 | $142,245 | $458,943 | 1 |
| L BRUBAKER | VP - REMOTE SERVICES | 40 | $335,947 | $0 | $21,786 | $357,733 | 1 |
| DOUG FLOWE | CHAIR | 1 | $3,492 | $0 | $0 | $3,492 | 1 |
| PONPROM FLYNN | SUPERVISORY COMMITTEE | 1 | $3,100 | $0 | $0 | $3,100 | 1 |
| RICHARD AOCHI | SECRETARY | 1 | $2,594 | $0 | $0 | $2,594 | 1 |
| BRIAN LAWLER | SUPERVISORY COMMITTEE | 1 | $2,113 | $0 | $0 | $2,113 | 1 |
| MELISSA HENCK | DIRECTOR | 1 | $1,964 | $0 | $0 | $1,964 | 1 |
| TRINY LEE | DIRECTOR | 1 | $1,751 | $0 | $0 | $1,751 | 1 |
| CYRUS TABARI | SUPERVISORY COMMITTEE | 1 | $1,444 | $0 | $0 | $1,444 | 1 |
| CHRISTINA GOEAS | SUPERVISORY COMMITTEE | 1 | $1,112 | $0 | $0 | $1,112 | 1 |
| DAVID DAGGETT | 1ST VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFF GAUT | 2ND VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT DUNLAP | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICIA HUMECKE | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTIN ENG | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 24 people listed · 22 paid, $18.0M · 222 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| R HELDEBRANT | CEO | 40 | $8,009,656 | $0 | $4,456,210 | $12,465,866 | 1 |
| G RODRIGUES | PRESIDENT | 40 | $602,356 | $0 | $938,705 | $1,541,061 | 1 |
| B ROSS | EXECUTIVE VP FINANCE & ADMIN | 40 | $460,407 | $0 | $325,973 | $786,380 | 1 |
| M MUCKER | EVP OPERATIONS | 40 | $363,179 | $0 | $301,995 | $665,174 | 1 |
| A SEBASTIAN | VP CONTROLLER | 40 | $314,453 | $0 | $172,787 | $487,240 | 1 |
| R MCALPINE | VP INFORMATION SYSTEMS | 40 | $323,323 | $0 | $138,029 | $461,352 | 1 |
| K COLLINS | SENIOR VP LENDING | 40 | $329,666 | $0 | $121,730 | $451,396 | 1 |
| J FAGENSTROM | VP MARKETING | 40 | $299,103 | $0 | $109,701 | $408,804 | 1 |
| R AUBREY | SENIOR VP TREASURER | 40 | $302,349 | $0 | $87,621 | $389,970 | 1 |
| L BRUBAKER | VP REMOTE SERVICES | 40 | $309,716 | $0 | $44,151 | $353,867 | 1 |
| S DUNLAP | TREASURER | 1 | $5,678 | $0 | $0 | $5,678 | 1 |
| D FLOWE | BOARD CHAIRPERSON | 1 | $5,449 | $0 | $0 | $5,449 | 1 |
| P HUMECKE | DIRECTOR | 1 | $3,986 | $0 | $0 | $3,986 | 1 |
| T LEE | SUPV CMTE MEMBER | 1 | $3,549 | $0 | $0 | $3,549 | 1 |
| R AOICHI | SECRETARY | 1 | $3,134 | $0 | $0 | $3,134 | 1 |
| M ENG | DIRECTOR | 1 | $2,794 | $0 | $0 | $2,794 | 1 |
| C TABARI | SUPV CMTE MEMBER | 1 | $2,262 | $0 | $0 | $2,262 | 1 |
| C GOEAS | SUPV CMTE CHAIR | 1 | $1,967 | $0 | $0 | $1,967 | 1 |
| M HENCK | SUPV CMTE MEMBER | 1 | $1,880 | $0 | $0 | $1,880 | 1 |
| D DAGGETT | BOARD VICE CHAIRPERSON | 1 | $1,878 | $0 | $0 | $1,878 | 1 |
| P FLYNN | SUPV CMTE MEMBER | 1 | $1,744 | $0 | $0 | $1,744 | 1 |
| B BACHANT | DIRECTOR | 1 | $1,096 | $0 | $0 | $1,096 | 1 |
| J GAUT | BOARD VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| L VARR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 24 people listed · 18 paid, $6.1M · 221 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| R HELDEBRANT | PRESIDENT/CEO | 40 | $904,367 | $0 | $232,803 | $1,137,170 | 1 |
| G RODRIGUES | EVP OPERATIONS | 40 | $444,439 | $0 | $284,875 | $729,314 | 1 |
| R MCALPINE | VP INFORMATION SYSTEMS | 40 | $303,011 | $0 | $353,040 | $656,051 | 1 |
| B ROSS | EXECUTIVE VP FINANCE & ADM | 40 | $417,717 | $0 | $183,269 | $600,986 | 1 |
| M MUCKER | VP REMOTE SERVICES | 40 | $287,797 | $0 | $290,205 | $578,002 | 1 |
| K COLLINS | SENIOR VP LENDING | 40 | $315,135 | $0 | $258,789 | $573,924 | 1 |
| J FAGENSTROM | VP MARKETING | 40 | $279,097 | $0 | $224,084 | $503,181 | 1 |
| A SEBASTIAN | VP CONTROLLER | 40 | $291,089 | $0 | $194,481 | $485,570 | 1 |
| R AUBREY | SENIOR VP TREASURER | 40 | $295,044 | $0 | $119,143 | $414,187 | 1 |
| S MOIX | VP BRANCH SERVICES | 40 | $277,438 | $0 | $135,991 | $413,429 | 1 |
| B BACHANT | DIRECTOR | 1 | $3,286 | $0 | $0 | $3,286 | 1 |
| M ENG | DIRECTOR | 1 | $2,226 | $0 | $0 | $2,226 | 1 |
| S DUNLAP | TREASURER | 1 | $1,790 | $0 | $0 | $1,790 | 1 |
| L VARR | DIRECTOR | 1 | $1,750 | $0 | $0 | $1,750 | 1 |
| TLEE | SUPV CMTE MEMBER | 1 | $1,679 | $0 | $0 | $1,679 | 1 |
| G ADAMS | BOARD CHAIRPERSON | 1 | $1,428 | $0 | $0 | $1,428 | 1 |
| C GOEAS | SUPV CMTE CHAIR | 1 | $1,362 | $0 | $0 | $1,362 | 1 |
| R AOICHI | SUPV CMTE MEMBER | 1 | $1,080 | $0 | $0 | $1,080 | 1 |
| D DAGGETT | BOARD VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| D FLOWE | BOARD VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| J GAUT | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| P HUMECKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| C TABARI | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| P FLYNN | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 25 people listed · 21 paid, $8.3M · 212 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| R HELDEBRANT | PRESIDENT/CEO | 40 | $4,000,131 | $0 | $155,719 | $4,155,850 | 1 |
| G RODRIGUES | EXECUTIVE VP OPERATIONS | 40 | $466,475 | $0 | $171,533 | $638,008 | 1 |
| B ROSS | EXECUTIVE VP FINANCE & ADM | 40 | $391,820 | $0 | $115,440 | $507,260 | 1 |
| R MCALPINE | VP INFORMATION SYSTEMS | 40 | $293,169 | $0 | $182,672 | $475,841 | 1 |
| M MUCKER | VP REMOTE SERVICES | 40 | $279,203 | $0 | $196,387 | $475,590 | 1 |
| K COLLINS | SENIOR VP LOAN SERVICES | 40 | $299,593 | $0 | $170,532 | $470,125 | 1 |
| J FAGENSTROM | VP MARKETING | 40 | $275,493 | $0 | $133,700 | $409,193 | 1 |
| A SEBASTIAN | VP CONTROLLER | 40 | $276,512 | $0 | $110,315 | $386,827 | 1 |
| S MOIX | VP BRANCH SERVICES | 40 | $267,903 | $0 | $110,483 | $378,386 | 1 |
| RAUBREY | VP TREASURER | 40 | $270,724 | $0 | $91,090 | $361,814 | 1 |
| D FLOWE | BOARD SECRETARY | 1 | $5,345 | $0 | $0 | $5,345 | 1 |
| L VARR | SUPV CMTE MEMBER | 1 | $3,577 | $0 | $0 | $3,577 | 1 |
| B BACHANT | DIRECTOR | 1 | $3,573 | $0 | $0 | $3,573 | 1 |
| S DUNLAP | BOARD TREASURER | 1 | $3,245 | $0 | $0 | $3,245 | 1 |
| R AOCHI | SUPV CMTE MEMBER | 1 | $2,149 | $0 | $0 | $2,149 | 1 |
| M ENG | DIRECTOR | 1 | $2,143 | $0 | $0 | $2,143 | 1 |
| M KHAGHANI | SUPV CMTE MEMBER | 1 | $1,971 | $0 | $0 | $1,971 | 1 |
| D ABIHIDER | BOARD VICE CHAIRPERSON | 1 | $1,644 | $0 | $0 | $1,644 | 1 |
| TLEE | SUPV CMTE MEMBER | 1 | $1,322 | $0 | $0 | $1,322 | 1 |
| C GOEAS | SUPV CMTE MEMBER | 1 | $1,182 | $0 | $0 | $1,182 | 1 |
| P HUMECKE | DIRECTOR | 1 | $1,077 | $0 | $0 | $1,077 | 1 |
| G ADAMS | BOARD CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| D DAGGETT | BOARD VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| J GAUT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| C TABARI | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 24 people listed · 17 paid, $5.2M · 200 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| R HELDEBRANT | PRESIDENT/CEO | 40 | $855,709 | $0 | $155,503 | $1,011,212 | 1 |
| G RODRIGUES | EXECUTIVE VP OPERATIONS | 40 | $431,213 | $0 | $189,224 | $620,437 | 1 |
| R MCALPINE | VP INFORMATION SYSTEMS | 40 | $295,499 | $0 | $214,904 | $510,403 | 1 |
| B ROSS | EXECUTIVE VP FINANCE & ADM | 40 | $368,289 | $0 | $116,554 | $484,843 | 1 |
| K COLLINS | SENIOR VP LOAN SERVICES | 40 | $297,094 | $0 | $173,397 | $470,491 | 1 |
| L BRUBAKER | VP DEPOSIT SERVICES | 40 | $271,872 | $0 | $185,461 | $457,333 | 1 |
| M MUCKER | VP REMOTE SERVICES | 40 | $265,741 | $0 | $182,566 | $448,307 | 1 |
| J FAGENSTROM | VP MARKETING | 40 | $275,108 | $0 | $141,632 | $416,740 | 1 |
| A SEBASTIAN | VP CONTROLLER | 40 | $269,783 | $0 | $107,932 | $377,715 | 1 |
| S MOIX | VP BRANCH SERVICES | 40 | $263,131 | $0 | $92,617 | $355,748 | 1 |
| D ABIHIDER | BOARD VICE CHAIRPERSON | 1 | $3,418 | $0 | $0 | $3,418 | 1 |
| M KHAGHANI | SUPV CMTE MEMBER | 1 | $2,924 | $0 | $0 | $2,924 | 1 |
| S DUNLAP | BOARD TREASURER | 1 | $2,598 | $0 | $0 | $2,598 | 1 |
| B BACHANT | DIRECTOR | 1 | $2,497 | $0 | $0 | $2,497 | 1 |
| D FLOWE | BOARD SECRETARY | 1 | $1,854 | $0 | $0 | $1,854 | 1 |
| G ADAMS | BOARD CHAIRPERSON | 1 | $1,273 | $0 | $0 | $1,273 | 1 |
| R AOCHI | SUPV CMTE MEMBER | 1 | $1,100 | $0 | $0 | $1,100 | 1 |
| D DAGGETT | BOARD VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| J GAUT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| M ENG | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| P HUMECKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| C TABARI | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| C GOEAS | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| L VARR | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 24 people listed · 20 paid, $4.5M · 193 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| C SAFBERG | EXECUTIVE VP OPERATIONS (RETIRED) | 40 | $798,833 | $0 | $497,999 | $1,296,832 | 1 |
| R HELDEBRANT | PRESIDENT/CEO | 40 | $745,766 | $0 | $38,685 | $784,451 | 1 |
| G RODRIGUES | EXECUTIVE VP OPERATIONS | 40 | $385,826 | $0 | $43,867 | $429,693 | 1 |
| B ROSS | EXECUTIVE VP FINANCE & ADMINISTRATION | 40 | $292,953 | $0 | $44,573 | $337,526 | 1 |
| K COLLINS | SENIOR VP LOAN SERVICES | 40 | $263,662 | $0 | $33,297 | $296,959 | 1 |
| R MCALPINE | VP INFORMATION SYSTEMS | 40 | $256,806 | $0 | $33,153 | $289,959 | 1 |
| A SEBASTIAN | VP CONTROLLER | 40 | $231,336 | $0 | $30,236 | $261,572 | 1 |
| M MUCKER | VP REMOTE SERVICES | 40 | $233,443 | $0 | $25,769 | $259,212 | 1 |
| J FAGENSTROM | VP MARKETING | 40 | $241,152 | $0 | $14,028 | $255,180 | 1 |
| LBRUBAKER | VP DEPOSIT SERVICES | 40 | $236,908 | $0 | $17,849 | $254,757 | 1 |
| S DUNLAP | BOARD TREASURER | 1 | $3,366 | $0 | $0 | $3,366 | 1 |
| D FLOWE | BOARD SECRETARY | 1 | $3,355 | $0 | $0 | $3,355 | 1 |
| L VARR | SUPV CMTE MEMBER | 1 | $3,094 | $0 | $0 | $3,094 | 1 |
| B BACHANT | DIRECTOR | 1 | $2,700 | $0 | $0 | $2,700 | 1 |
| R AOCHI | SUPV CMTE MEMBER | 1 | $1,765 | $0 | $0 | $1,765 | 1 |
| M KHAGHANI | SUPV CMTE MEMBER | 1 | $1,753 | $0 | $0 | $1,753 | 1 |
| G ADAMS | BOARD CHAIRPERSON | 1 | $1,741 | $0 | $0 | $1,741 | 1 |
| D ABIHIDER | BOARD VICE CHAIRPERSON | 1 | $1,081 | $0 | $0 | $1,081 | 1 |
| C GOEAS | SUPV CMTE MEMBER | 1 | $965 | $0 | $0 | $965 | 1 |
| P HUMECKE | DIRECTOR | 1 | $79 | $0 | $0 | $79 | 1 |
| D DAGGETT | BOARD VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| J GAUT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| M ENG | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CTABARI | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 24 people listed · 16 paid, $5.0M · 181 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| R HELDEBRANT | CEO | 40 | $741,332 | $0 | $173,066 | $914,398 | 1 |
| C SAFBERG | EXECUTIVE VP-OPS | 40 | $369,566 | $0 | $322,106 | $691,672 | 1 |
| G RODRIGUES | EXECUTIVE VP-CFO | 40 | $375,172 | $0 | $230,890 | $606,062 | 1 |
| R MCALPINE | VP-INFORMATION SYSTEMS | 40 | $254,393 | $0 | $261,248 | $515,641 | 1 |
| K COLLINS | SENIOR VP-LENDING | 40 | $269,135 | $0 | $221,226 | $490,361 | 1 |
| B ROSS | SENIOR VP-TREASURY | 40 | $286,394 | $0 | $118,892 | $405,286 | 1 |
| J FAGENSTROM | VP-MARKETING | 40 | $238,587 | $0 | $149,130 | $387,717 | 1 |
| A SEBASTIAN | VP-CONTROLLER | 40 | $231,772 | $0 | $115,241 | $347,013 | 1 |
| S MOIX | VP-BRANCH SERVICES | 40 | $231,014 | $0 | $108,337 | $339,351 | 1 |
| J NICHOLS | VP-INTERNAL AUDIT | 40 | $237,053 | $0 | $68,205 | $305,258 | 1 |
| D FLOWE | BOARD SECRETARY | 1 | $2,568 | $0 | $0 | $2,568 | 1 |
| L VARR | SUPV CMTE MEMBER | 1 | $1,853 | $0 | $0 | $1,853 | 1 |
| B BACHANT | BOARD MEMBER | 1 | $1,491 | $0 | $0 | $1,491 | 1 |
| S DUNLAP | BOARD TREASURER | 1 | $1,430 | $0 | $0 | $1,430 | 1 |
| C GOEAS | SUPV CMTE MEMBER | 1 | $1,192 | $0 | $0 | $1,192 | 1 |
| R AOCHI | SUPV CMTE MEMBER | 1 | $994 | $0 | $0 | $994 | 1 |
| G ADAMS | BOARD CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| D MANASSAU | BOARD VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| D ABIHIDER | BOARD VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| D DAGGETT | ASSISTANT SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| J GAUT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| P HUMECKE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| M ENG | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| M KHAGHANI | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 24 people listed · 18 paid, $4.4M · 181 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| R HELDEBRANT | CEO | 40 | $715,812 | $0 | $133,684 | $849,496 | 1 |
| C SAFBERG | EXECUTIVE VP-OPS | 40 | $347,912 | $0 | $225,040 | $572,952 | 1 |
| G RODRIGUES | EXECUTIVE VP-CFO | 40 | $357,575 | $0 | $161,334 | $518,909 | 1 |
| R MCALPINE | VP-INFORMATION SYSTEMS | 40 | $241,618 | $0 | $178,791 | $420,409 | 1 |
| K COLLINS | SENIOR VP-LENDING | 40 | $253,181 | $0 | $164,916 | $418,097 | 1 |
| L BRUBAKER | VP-DEPOSIT SERVICES | 40 | $222,694 | $0 | $139,020 | $361,714 | 1 |
| B ROSS | SENIOR VP-TREASURY | 40 | $272,118 | $0 | $85,937 | $358,055 | 1 |
| S MOIX | VP-BRANCH SERVICES | 40 | $224,036 | $0 | $102,742 | $326,778 | 1 |
| J FAGENSTROM | VP-MARKETING | 40 | $221,166 | $0 | $95,272 | $316,438 | 1 |
| J NICHOLS | VP-INTERNAL AUDIT | 40 | $220,284 | $0 | $58,759 | $279,043 | 1 |
| D ABIHIDER | BOARD VICE CHAIRPERSON | 1 | $3,964 | $0 | $0 | $3,964 | 1 |
| S DUNLAP | BOARD TREASURER | 1 | $2,871 | $0 | $0 | $2,871 | 1 |
| D FLOWE | ASSISTANT SECRETARY | 1 | $2,564 | $0 | $0 | $2,564 | 1 |
| D MANASSAU | BOARD SECRETARY | 1 | $2,375 | $0 | $0 | $2,375 | 1 |
| R AOCHI | SUPV CMTE MEMBER | 1 | $1,844 | $0 | $0 | $1,844 | 1 |
| L VARR | SUPV CMTE MEMBER | 1 | $1,771 | $0 | $0 | $1,771 | 1 |
| J MORELLI | BOARD VICE CHAIRPERSON | 1 | $1,739 | $0 | $0 | $1,739 | 1 |
| G ADAMS | BOARD CHAIRPERSON | 1 | $1,230 | $0 | $0 | $1,230 | 1 |
| P HUMECKE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| B BACHANT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| D DAGGETT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| J GAUT | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| M ENG | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| C GOEAS | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 24 people listed · 18 paid, $4.2M · 189 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| R HELDEBRANT | CEO | 40 | $690,688 | $0 | $113,342 | $804,030 | 1 |
| C SAFBERG | EXECUTIVE VP-OPS | 40 | $331,500 | $0 | $195,436 | $526,936 | 1 |
| G RODRIGUES | EXECUTIVE VP-CFO | 40 | $341,688 | $0 | $135,694 | $477,382 | 1 |
| K COLLINS | SENIOR VP-LENDING | 40 | $248,133 | $0 | $138,441 | $386,574 | 1 |
| R MCALPINE | VP-INFORMATION SYSTEMS | 40 | $226,987 | $0 | $140,229 | $367,216 | 1 |
| L BRUBAKER | VP-DEPOSIT SERVICES | 40 | $218,745 | $0 | $125,729 | $344,474 | 1 |
| M MUCKER | VP-REMOTE SERVICES | 40 | $211,863 | $0 | $125,498 | $337,361 | 1 |
| B ROSS | SENIOR VP-TREASURY | 40 | $257,186 | $0 | $73,407 | $330,593 | 1 |
| S MOIX | VP-BRANCH SERVICES | 40 | $214,283 | $0 | $85,495 | $299,778 | 1 |
| A SEBASTIAN | VP-CONTROLLER | 40 | $211,368 | $0 | $56,047 | $267,415 | 1 |
| D MANASSAU | BOARD SECRETARY | 1 | $2,745 | $0 | $0 | $2,745 | 1 |
| D FLOWE | BOARD MEMBER | 1 | $2,517 | $0 | $0 | $2,517 | 1 |
| D ABIHIDER | BOARD MEMBER | 1 | $1,551 | $0 | $0 | $1,551 | 1 |
| S DUNLAP | BOARD TREASURER | 1 | $1,543 | $0 | $0 | $1,543 | 1 |
| B BACHANT | BOARD MEMBER | 1 | $1,294 | $0 | $0 | $1,294 | 1 |
| J MORELLI | BOARD VICE CHAIRPERSON | 1 | $1,142 | $0 | $0 | $1,142 | 1 |
| J MCELRAVEY | BOARD CHAIRPERSON | 1 | $1,119 | $0 | $0 | $1,119 | 1 |
| G ADAMS | BOARD VICE CHAIRPERSON | 1 | $854 | $0 | $0 | $854 | 1 |
| P HUMECKE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| R AOCHI | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| D DAGGETT | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| M ENG | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| C GOEAS | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| L VARR | SUPV CMTE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $7.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| TYFONE INC | PORTLAND, OR | ONLINE/MOBILE BANKING | $2,961,088 |
| VISA USA INC | NEW YORK, NY | VISA/ATM PROCESSING | $1,979,189 |
| INSIGHT DIRECT USA INC | CHANDLER, AZ | COMPUTER EQUIPMENT/MAINTENANCE | $1,263,438 |
| FISERV INC | MOORPARK, CA | XP SOFTWARE MAINTENANCE | $926,235 |
| CROWE LLP | CHICAGO, IL | AUDIT | $742,204 |
2023 · 5 contractors · $6.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| TYFONE INC | PORTLAND, OR | ONLINE/MOBILE BANKING | $2,112,905 |
| VISA USA INC | NEW YORK, NY | VISA/ATM PROCESSING | $1,808,070 |
| FISERV INC | MOORPARK, CA | XP SOFTWARE MAINTENANCE | $1,673,908 |
| HEARTLAND VALUATION SERVICE | SIMI VALLEY, CA | APPRAISAL SERVICES | $730,110 |
| CLEAR CHANNEL OUTDOOR HOLDINGS INC | NEW YORK, NY | MARKETING | $543,773 |
2022 · 5 contractors · $6.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| TYFONE INC | PORTLAND, OR | ONLINE/MOBILE BANKING | $2,149,762 |
| VISA USA INC | NEW YORK, NY | VISA/ATM PROCESSING | $1,603,148 |
| FISERV INC | MOORPARK, CA | XP SOFTWARE MAINTENANCE | $831,602 |
| CLICKAPPRAISER | SAN FRANCISCO, CA | R/E APPRAISAL SERVICES | $762,740 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $697,204 |
2021 · 5 contractors · $6.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| TYFONE INC | PORTLAND, OR | ONLINE/MOBILE BANKING | $1,977,232 |
| VISA USA INC | NEW YORK, NY | VISA/ATM PROCESSING | $1,378,124 |
| CLICKAPPRAISER | SAN FRANCISCO, CA | R/E APPRAISAL SERVICES | $1,289,675 |
| FISERV INC | MOORPARK, CA | XP SOFTWARE MAINTENANCE | $884,624 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $841,755 |
2020 · 5 contractors · $5.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| TYFONE INC | PORTLAND, OR | ONLINE/MOBILE BANKING | $1,739,380 |
| VISA USA INC | NEW YORK, NY | VISA/ATM PROCESSING | $1,182,443 |
| CLICKAPPRAISER | SAN FRANCISCO, CA | R/E APPRAISAL SERVICES | $1,025,375 |
| COOK SECURITY GROUP | PORTLAND, OR | ATM SERVICES | $917,703 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $855,692 |
2019 · 5 contractors · $5.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| TYFONE INC | PORTLAND, OR | ONLINE/MOBILE BANKING | $1,869,984 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $854,458 |
| CLICKAPPRAISER | SAN FRANCISCO, CA | R/E APPRAISAL SERVICES | $825,990 |
| VISA USA INC | NEW YORK, NY | VISA/ATM PROCESSING | $723,566 |
| FISERV INC | MOORPARK, CA | SOFTWARE MAINTENANCE | $722,423 |
2018 · 5 contractors · $4.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| TYFONE INC | PORTLAND, OR | ONLINE/MOBILE BANKING | $1,671,811 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $787,603 |
| INSIGHT | LA, CA | COMPUTER EQUIP/MAINT | $760,975 |
| FISERV INC | BROOKFIELD, WI | XP SOFTWARE MAINT | $751,905 |
| VISA USA INC | NEW YORK, NY | VISA/ATM PROCESSING | $705,421 |
2017 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV INC | BROOKFIELD, WI | SOFTWARE MAINTENANCE | $1,390,946 |
| TYFONE INC | PORTLAND, OR | ONLINE/MOBILE BANKING | $775,866 |
| DIGITAL INSIGHT | LOS ANGELES, CA | WEBSITE SERVICES | $734,801 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $711,052 |
| VISA USA INC | NEW YORK, NY | VISA/ATM SERVICES | $708,031 |
2016 · 5 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| DIGITAL INSIGHT | LOS ANGELES, CA | WEBSITE SERVICES | $901,044 |
| FISERV INC | BROOKFIELD, WI | SOFTWARE MAINTENANCE | $757,650 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $726,961 |
| VISA USA INC | NEW YORK, NY | VISA/ATM SERVICES | $705,304 |
| DIEBOLD | NORTH CANTON, OH | ATM EQUIPMENT/MAINTENANCE | $562,883 |
2015 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| DIGITAL INSIGHT | LOS ANGELES, CA | WEBSITE SERVICES | $858,953 |
| FISERV INC | BROOKFIELD, WI | SOFTWARE MAINTENANCE | $780,682 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $739,932 |
| VISA USA INC | NEW YORK, NY | VISA/ATM SERVICES | $629,647 |
| DIEBOLD | NORTH CANTON, OH | ATM EQUIPMENT/MAINTENANCE | $571,475 |
2014 · 5 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| FISERV INC | BROOKFIELD, WI | SOFTWARE MAINTENANCE | $841,772 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $806,316 |
| DIGITAL INSIGHT | LOS ANGELES, CA | WEBSITE SERVICES | $801,623 |
| VISA USA INC | NEW YORK, NY | VISA/ATM SERVICES | $523,471 |
| OLD REPUBLIC TITLE CO | GLENDALE, CA | APPRAISAL SERVICES | $472,671 |
2013 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| XP SYSTEMS | SOFTWARE MAINTENANCE | $1,136,295 | |
| BUSINESS DATA INC | STATEMENT PRINTING | $660,514 | |
| INTUIT FINANCIAL SERVICES | WEBSITE | $555,879 | |
| TOM DAVIS | APPRAISAL SERVICES | $435,500 | |
| CLICKAPPRAISER | APPRAISAL SERVICES | $256,875 |
2012 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| INTUIT FINANCIAL SERVICES | WOODLAND HILLS, CA | WEBSITE | $811,773 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PRINTING | $693,140 |
| XP SYSTEMS | MOORPARK, CA | SOFTWARE MAINTENANCE | $658,007 |
| TOM DAVIS | SAN JOSE, CA | APPRAISAL SERVICES | $648,250 |
| JP GRAPHICS INC | SANTA CLARA, CA | MARKETING | $314,269 |
2011 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| INTUIT FINANCIAL SERVICES | LOS ANGELES, CA | WEBSITE | $686,154 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PROCESSING | $623,883 |
| XP SYSTEMS | CHICAGO, IL | CORE PROCESSOR | $598,272 |
| TOM DAVIS | SAN JOSE, CA | APPRAISAL SERVICES | $333,825 |
| JP GRAPHICS INC | SANTA CLARA, CA | PRINTING & BINDING SVCS | $332,013 |
2010 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| DIGITAL INSIGHT | LOS ANGELES, CA | WEBSITE | $796,832 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PROCESSING | $743,342 |
| TOM DAVIS | SAN JOSE, CA | APPRAISAL SERVICES | $585,400 |
| DIEBOLD INCORPORATED | NORTH CANTON, OH | SECURITY SERVICES | $544,920 |
| XP SYSTEMS | CHICAGO, IL | CORE PROCESSOR | $445,434 |
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 · 49 grants to organizations · $691K
Listed grants add up to $691,000; the return's “grants paid” expense line says $963,100. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 53 grants to organizations · $738K
Listed grants add up to $738,500; the return's “grants paid” expense line says $979,100. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 54 grants to organizations · $814K
Listed grants add up to $814,000; the return's “grants paid” expense line says $978,429. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 49 grants to organizations · $846K
Listed grants add up to $846,000; the return's “grants paid” expense line says $978,098. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 45 grants to organizations · $758K
Listed grants add up to $757,500; the return's “grants paid” expense line says $857,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 38 grants to organizations · $478K
Listed grants add up to $477,500; the return's “grants paid” expense line says $575,600. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 30 grants to organizations · $372K
Listed grants add up to $371,500; the return's “grants paid” expense line says $510,600. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 28 grants to organizations · $246K
Listed grants add up to $245,500; the return's “grants paid” expense line says $308,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 7 grants to organizations · $74K
Listed grants add up to $74,000; the return's “grants paid” expense line says $207,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 8 grants to organizations · $55K
Listed grants add up to $55,000; the return's “grants paid” expense line says $132,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 5 grants to organizations · $40K
Listed grants add up to $40,000; the return's “grants paid” expense line says $107,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 4 grants to organizations · $25K
Listed grants add up to $25,000; the return's “grants paid” expense line says $100,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 3 grants to organizations · $25K
Listed grants add up to $25,000; the return's “grants paid” expense line says $100,000. 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $409,807,996 | $376,148,161 | $9,454,397,611 | $1,134,171,682 | $0 | $286,719,560 | $8,777,719 | 287 | 14 |
| 2023 · Form 990 | ||||||||
| $320,984,139 | $308,798,162 | $9,897,274,103 | $1,027,557,447 | $0 | $252,138,598 | $12,860,307 | 287 | 14 |
| 2022 · Form 990 | ||||||||
| $255,066,926 | $213,389,731 | $10,762,461,158 | $893,863,952 | $0 | $172,150,569 | $8,288,871 | 285 | 14 |
| 2021 · Form 990 | ||||||||
| $197,844,755 | $115,547,052 | $11,067,829,708 | $1,220,316,094 | $0 | $132,798,319 | $9,694,220 | 254 | 14 |
| 2020 · Form 990 | ||||||||
| $234,445,778 | $165,254,466 | $10,227,549,962 | $1,222,574,899 | $0 | $153,128,212 | $6,415,685 | 249 | 14 |
| 2019 · Form 990 | ||||||||
| $257,132,367 | $211,902,771 | $9,073,674,668 | $1,105,160,744 | $0 | $165,971,926 | $5,190,102 | 250 | 14 |
| 2018 · Form 990 | ||||||||
| $241,617,549 | $182,105,048 | $8,568,235,095 | $990,971,349 | $0 | $154,090,372 | $4,474,848 | 243 | 14 |
| 2017 · Form 990 | ||||||||
| $217,252,952 | $158,388,205 | $8,978,930,416 | $927,712,566 | $0 | $136,850,916 | $11,349,624 | 222 | 14 |
| 2016 · Form 990 | ||||||||
| $188,355,724 | $126,224,106 | $8,820,886,843 | $881,466,205 | $0 | $124,707,022 | $3,829,735 | 221 | 14 |
| 2015 · Form 990 | ||||||||
| $173,398,990 | $116,370,813 | $7,857,993,559 | $826,353,481 | $0 | $115,356,129 | $6,848,251 | 212 | 15 |
| 2014 · Form 990 | ||||||||
| $161,601,474 | $105,896,349 | $7,200,519,634 | $796,280,675 | $0 | $107,477,890 | $3,609,103 | 200 | 14 |
| 2013 · Form 990 | ||||||||
| $153,383,211 | $99,894,907 | $6,601,240,754 | $725,508,456 | $0 | $108,422,732 | $3,706,584 | 193 | 14 |
| 2012 · Form 990 | ||||||||
| $163,124,405 | $105,088,751 | $6,304,301,795 | $716,766,202 | $0 | $113,392,364 | $3,243,946 | 181 | 14 |
| 2011 · Form 990 | ||||||||
| $172,011,535 | $116,974,800 | $5,931,891,886 | $662,588,504 | $0 | $112,037,404 | $3,094,754 | 181 | 14 |
| 2010 · Form 990 | ||||||||
| $183,954,466 | $125,998,937 | $5,431,567,751 | $597,896,881 | $0 | $111,895,947 | $2,965,206 | 189 | 14 |
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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CALIFORNIA CREDIT UNION | CA | W61 | $260,469,150 | $228,922,639 | EVP, CHIEF ADMINISTRATIVE OFFICER | $1,638,701 | Same NTEE code W61, revenue within 2x, same state, similar mission |
| TRAVIS CREDIT UNION | CA | W61 | $283,652,476 | $262,963,712 | PRESIDENT/CEO | $1,337,039 | Same NTEE code W61, revenue within 2x, same state, similar mission |
| VALLEY STRONG CREDIT UNION | CA | W61 | $263,698,848 | $233,387,885 | EVP/CHIEF ADVOCACY OFFICER | $4,549,220 | Same NTEE code W61, revenue within 2x, same state, similar mission |
| SAN DIEGO COUNTY CREDIT UNION | CA | W61 | $423,032,905 | $357,260,786 | CEO & PRESIDENT | $18,921,604 | Same NTEE code W61, revenue within 2x, same state |
| PATELCO CREDIT UNION | CA | W61 | $527,538,511 | $521,333,437 | PRESIDENT/CEO/DIRECTOR | $1,877,977 | Same NTEE code W61, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | W61 | $335,996,713 | $331,443,360 | PRESIDENT/CEO | $2,436,254 | Same NTEE code W61, revenue within 2x, similar name |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | W61 | $368,946,988 | $270,328,936 | President CEO | $3,807,146 | Same NTEE code W61, revenue within 2x, similar name |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | W61 | $318,637,000 | $292,369,538 | CEO/TREASURER | $5,963,566 | Same NTEE code W61, revenue within 2x, similar name |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | W61 | $231,318,640 | $195,685,755 | PRESIDENT/CEO | $940,147 | Same NTEE code W61, revenue within 2x, similar name |
| SUMMIT CREDIT UNION | WI | W61 | $453,854,644 | $395,405,737 | CEO/PRESIDENT | $2,838,963 | Same NTEE code W61, revenue within 2x, similar mission |
| CORPORATE AMERICA CREDIT UNION | AL | W61 | $247,648,664 | $212,886,783 | PRESIDENT/CEO | $1,386,149 | Same NTEE code W61, revenue within 2x, similar mission |
| GreenState Credit Union | IA | W61 | $628,604,682 | $636,489,367 | Chief Executive Officer | $1,582,161 | Same NTEE code W61, revenue within 2x |
| COMMUNITY FIRST CREDIT UNION | WI | W61 | $353,663,620 | $272,137,434 | CEO/PRESIDENT / BOD - TREASURER | $1,679,002 | Same NTEE code W61, revenue within 2x, similar mission |
| BAXTER CREDIT UNION | IL | W61 | $507,368,239 | $463,088,731 | President, CEO and Treasurer | $1,995,776 | Same NTEE code W61, revenue within 2x |
| BLAZE CREDIT UNION | MN | W61 | $267,991,867 | $240,639,425 | CEO | $1,653,495 | Same NTEE code W61, revenue within 2x |
| EDUCATORS CREDIT UNION | WI | W61 | $231,653,165 | $194,500,643 | CEO & PRESIDENT | $823,348 | Same NTEE code W61, revenue within 2x |
| TEXAS DOW EMPLOYEES CREDIT UNION | TX | W61 | $357,942,346 | $351,313,029 | PRESIDENT AND CHIEF EXECUTIVE OFFICER | $1,736,480 | Same NTEE code W61, revenue within 2x |
| CONNEXUS CREDIT UNION | WI | W61 | $349,136,187 | $464,413,129 | CEO/PRESIDENT (TERMED NOV 2024) | $1,279,376 | Same NTEE code W61, revenue within 2x |
| ARIZONA FINANCIAL CREDIT UNION | AZ | W61 | $225,880,309 | $197,180,064 | President/CEO (AZFCU) | $843,315 | Same NTEE code W61, revenue within 2x |
| RALLY CREDIT UNION | TX | W61 | $362,557,227 | $314,011,302 | PRESIDENT/CEO | $1,165,314 | Same NTEE code W61, revenue within 2x |
| VIRGINIA FEDERAL CREDIT UNION | VA | W61 | $341,774,027 | $319,471,859 | PRESIDENT/CEO | $1,453,790 | Same NTEE code W61, revenue within 2x |
| VERIDIAN CREDIT UNION | IA | W61 | $459,755,519 | $366,394,437 | PRESIDENT/CEO | $1,507,539 | Same NTEE code W61, revenue within 2x |
| CITIZENS EQUITY FIRST CREDIT UNION | IL | W61 | $499,911,966 | $438,638,813 | PRESIDENT-TREASURER | $865,129 | Same NTEE code W61, revenue within 2x |
| CONSUMERS CREDIT UNION | IL | W61 | $290,551,382 | $262,766,147 | CEO | $2,055,997 | Same NTEE code W61, revenue within 2x |
| HUDSON VALLEY FEDERAL CREDIT UNION | NY | W61 | $424,102,190 | $402,019,294 | PRESIDENT CHIEF EXECUTIVE | $3,853,561 | Same NTEE code W61, revenue within 2x |
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).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| UNITED WAY OF THE BAY AREA | $38,800 | 4 | 1 | DAF sponsor | 2016–2021 | TRAVIS CREDIT UNION |
| WASHINGTON UNIVERSITY | $15,000 | 1 | 1 | DAF sponsor | 2021–2021 | GreenState Credit Union |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | $10,000 | 1 | 1 | DAF sponsor | 2010–2010 | ST MARY'S BANK CREDIT UNION |
| MANISTEE COUNTY COMMUNITY | $6,456 | 1 | 1 | DAF sponsor | 2024–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
| US VENTURE-SCHMIDT FAMILY FOUNDATION INC | $3,000 | 1 | 1 | Private foundation | 2024–2024 | FOX COMMUNITIES CREDIT UNION |
| ENTERPRISE HOLDINGS FOUNDATION | $2,500 | 1 | 1 | Private foundation | 2022–2022 | ASSOCIATED CREDIT UNION |
| LONG LEWIS FOUNDATION INC | $528 | 1 | 1 | Private foundation | 2024–2024 | MAX 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 · $376,148,161 spent · pay $55,228,107 · grants $963,100 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $273,048,569 | - | - | - | 72.6% | |
| Other salaries and wages | $25,176,900 | - | - | - | 6.7% | |
| Other employee benefits | $9,889,846 | - | - | - | 2.6% | |
| Other (as described) | LOAN SERVICING EXPENSE | $9,763,464 | - | - | - | 2.6% |
| Pension plan contributions | $8,994,850 | - | - | - | 2.4% | |
| Pay: officers, directors, trustees, key employees | $8,777,719 | - | - | - | 2.3% | |
| Office expenses | $7,945,017 | - | - | - | 2.1% | |
| Other (as described) | MISC OPERATING EXPENSE | $6,596,087 | - | - | - | 1.8% |
| Fees: other services | $5,571,588 | - | - | - | 1.5% | |
| Advertising and promotion | $4,986,485 | - | - | - | 1.3% | |
| Other (as described) | CREDIT LOSS EXPENSE | $2,949,120 | - | - | - | 0.8% |
| Occupancy | $2,794,932 | - | - | - | 0.7% | |
| Payroll taxes | $2,388,792 | - | - | - | 0.6% | |
| Depreciation and depletion | $1,729,947 | - | - | - | 0.5% | |
| Travel | $932,999 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $913,100 | - | - | - | 0.2% | |
| Fees: accounting | $907,958 | - | - | - | 0.2% | |
| Information technology | $899,027 | - | - | - | 0.2% | |
| Other (as described) | OPERATING FEES | $655,391 | - | - | - | 0.2% |
| Insurance | $477,994 | - | - | - | 0.1% | |
| All other expenses | $469,153 | - | - | - | 0.1% | |
| Fees: investment management | $115,661 | - | - | - | 0.0% | |
| Fees: legal | $113,562 | - | - | - | 0.0% | |
| Grants to US individuals | $50,000 | - | - | - | 0.0% | |
| Total | $376,148,161 | 100% |
2023 · Form 990 · $308,798,162 spent · pay $27,729,367 · grants $979,100 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $236,411,392 | - | - | - | 76.6% | |
| Pay: officers, directors, trustees, key employees | $12,860,307 | - | - | - | 4.2% | |
| Other (as described) | LOAN SERVICING EXPENSE | $10,156,587 | - | - | - | 3.3% |
| Other employee benefits | $8,847,990 | - | - | - | 2.9% | |
| Office expenses | $7,400,769 | - | - | - | 2.4% | |
| Other (as described) | MISC OPERATING EXPENSE | $4,911,288 | - | - | - | 1.6% |
| Advertising and promotion | $4,319,013 | - | - | - | 1.4% | |
| Fees: other services | $4,060,674 | - | - | - | 1.3% | |
| Other (as described) | CREDIT LOSS EXPENSE | $3,094,065 | - | - | - | 1.0% |
| Occupancy | $2,819,382 | - | - | - | 0.9% | |
| Payroll taxes | $2,553,000 | - | - | - | 0.8% | |
| Pension plan contributions | $2,045,746 | - | - | - | 0.7% | |
| Information technology | $1,699,366 | - | - | - | 0.6% | |
| Depreciation and depletion | $1,658,972 | - | - | - | 0.5% | |
| Other salaries and wages | $1,422,324 | - | - | - | 0.5% | |
| Grants to US organizations and governments | $929,100 | - | - | - | 0.3% | |
| Travel | $818,030 | - | - | - | 0.3% | |
| Other (as described) | OPERATING FEES | $674,880 | - | - | - | 0.2% |
| All other expenses | $671,965 | - | - | - | 0.2% | |
| Fees: accounting | $654,236 | - | - | - | 0.2% | |
| Insurance | $623,554 | - | - | - | 0.2% | |
| Fees: investment management | $115,522 | - | - | - | 0.0% | |
| Grants to US individuals | $50,000 | - | - | - | 0.0% | |
| Total | $308,798,162 | 100% |
2022 · Form 990 · $213,389,731 spent · pay $84,679,735 · grants $978,429 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $91,476,653 | - | - | - | 42.9% | |
| Other salaries and wages | $33,968,971 | - | - | - | 15.9% | |
| Pension plan contributions | $32,193,247 | - | - | - | 15.1% | |
| Other (as described) | LOAN SERVICING EXPENSE | $9,748,349 | - | - | - | 4.6% |
| Pay: officers, directors, trustees, key employees | $8,288,871 | - | - | - | 3.9% | |
| Other employee benefits | $8,155,357 | - | - | - | 3.8% | |
| Office expenses | $6,407,164 | - | - | - | 3.0% | |
| Fees: other services | $4,657,967 | - | - | - | 2.2% | |
| Other (as described) | MISC OPERATING EXPENSE | $3,952,194 | - | - | - | 1.9% |
| Advertising and promotion | $3,599,887 | - | - | - | 1.7% | |
| Occupancy | $2,573,347 | - | - | - | 1.2% | |
| Payroll taxes | $2,073,289 | - | - | - | 1.0% | |
| Depreciation and depletion | $1,231,478 | - | - | - | 0.6% | |
| Grants to US organizations and governments | $928,429 | - | - | - | 0.4% | |
| Other (as described) | PROVISION FOR LOAN & LE | $827,194 | - | - | - | 0.4% |
| Insurance | $823,522 | - | - | - | 0.4% | |
| Information technology | $822,127 | - | - | - | 0.4% | |
| Other (as described) | OPERATING FEES | $683,499 | - | - | - | 0.3% |
| Travel | $585,892 | - | - | - | 0.3% | |
| Fees: accounting | $526,541 | - | - | - | 0.2% | |
| Fees: investment management | $69,418 | - | - | - | 0.0% | |
| Grants to US individuals | $50,000 | - | - | - | 0.0% | |
| Fees: legal | -$253,665 | - | - | - | -0.1% | |
| Total | $213,389,731 | 100% |
2021 · Form 990 · $115,547,052 spent · pay $30,220,268 · grants $978,098 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $52,398,149 | - | - | - | 45.3% | |
| Other salaries and wages | $17,452,612 | - | - | - | 15.1% | |
| Pay: officers, directors, trustees, key employees | $9,694,220 | - | - | - | 8.4% | |
| Other (as described) | LOAN SERVICING EXPENSE | $9,124,492 | - | - | - | 7.9% |
| Other employee benefits | $7,252,779 | - | - | - | 6.3% | |
| Office expenses | $5,700,818 | - | - | - | 4.9% | |
| Fees: other services | $3,988,349 | - | - | - | 3.5% | |
| Other (as described) | MISC OPERATING EXPENSE | $3,743,673 | - | - | - | 3.2% |
| Occupancy | $2,667,715 | - | - | - | 2.3% | |
| Advertising and promotion | $2,387,961 | - | - | - | 2.1% | |
| Payroll taxes | $1,824,361 | - | - | - | 1.6% | |
| Depreciation and depletion | $1,007,922 | - | - | - | 0.9% | |
| Information technology | $996,221 | - | - | - | 0.9% | |
| Grants to US organizations and governments | $928,098 | - | - | - | 0.8% | |
| Other (as described) | OPERATING FEES | $656,224 | - | - | - | 0.6% |
| Insurance | $611,757 | - | - | - | 0.5% | |
| Fees: accounting | $442,335 | - | - | - | 0.4% | |
| Travel | $330,922 | - | - | - | 0.3% | |
| Fees: legal | $234,204 | - | - | - | 0.2% | |
| Fees: investment management | $57,944 | - | - | - | 0.1% | |
| Grants to US individuals | $50,000 | - | - | - | 0.0% | |
| Pension plan contributions | -$6,003,704 | - | - | - | -5.2% | |
| Total | $115,547,052 | 100% |
2020 · Form 990 · $165,254,466 spent · pay $36,870,680 · grants $857,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $92,962,392 | - | - | - | 56.3% | |
| Other salaries and wages | $17,713,185 | - | - | - | 10.7% | |
| Other (as described) | LOAN SERVICING EXPENSE | $8,097,705 | - | - | - | 4.9% |
| Other employee benefits | $6,779,077 | - | - | - | 4.1% | |
| Pay: officers, directors, trustees, key employees | $6,415,685 | - | - | - | 3.9% | |
| Office expenses | $5,031,224 | - | - | - | 3.0% | |
| Fees: other services | $4,410,957 | - | - | - | 2.7% | |
| Pension plan contributions | $4,360,273 | - | - | - | 2.6% | |
| Other (as described) | PROVISION FOR LOAN & LE | $3,760,091 | - | - | - | 2.3% |
| Other (as described) | MISC OPERATING EXPENSE | $3,388,696 | - | - | - | 2.1% |
| Occupancy | $2,508,704 | - | - | - | 1.5% | |
| Advertising and promotion | $2,222,167 | - | - | - | 1.3% | |
| Payroll taxes | $1,602,460 | - | - | - | 1.0% | |
| Depreciation and depletion | $1,262,473 | - | - | - | 0.8% | |
| Other (as described) | GAIN (LOSS) ON TRADING | $1,030,879 | - | - | - | 0.6% |
| Grants to US organizations and governments | $807,000 | - | - | - | 0.5% | |
| Information technology | $713,573 | - | - | - | 0.4% | |
| All other expenses | $629,137 | - | - | - | 0.4% | |
| Insurance | $584,725 | - | - | - | 0.4% | |
| Fees: legal | $334,916 | - | - | - | 0.2% | |
| Fees: accounting | $302,880 | - | - | - | 0.2% | |
| Travel | $231,826 | - | - | - | 0.1% | |
| Fees: investment management | $54,441 | - | - | - | 0.0% | |
| Grants to US individuals | $50,000 | - | - | - | 0.0% | |
| Total | $165,254,466 | 100% |
2019 · Form 990 · $211,902,771 spent · pay $37,805,306 · grants $575,600 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $143,080,673 | - | - | - | 67.5% | |
| Other salaries and wages | $16,696,533 | - | - | - | 7.9% | |
| Pension plan contributions | $8,295,826 | - | - | - | 3.9% | |
| Other (as described) | LOAN SERVICING EXPENSE | $6,809,962 | - | - | - | 3.2% |
| Other employee benefits | $6,081,680 | - | - | - | 2.9% | |
| Office expenses | $5,847,826 | - | - | - | 2.8% | |
| Pay: officers, directors, trustees, key employees | $5,190,102 | - | - | - | 2.4% | |
| Fees: other services | $3,713,610 | - | - | - | 1.8% | |
| Occupancy | $2,438,897 | - | - | - | 1.2% | |
| Advertising and promotion | $2,434,582 | - | - | - | 1.1% | |
| Other (as described) | MISC OPERATING EXPENSE | $2,402,561 | - | - | - | 1.1% |
| Other (as described) | PROVISION FOR LOAN & LE | $1,746,118 | - | - | - | 0.8% |
| Depreciation and depletion | $1,691,512 | - | - | - | 0.8% | |
| Payroll taxes | $1,541,165 | - | - | - | 0.7% | |
| Information technology | $769,525 | - | - | - | 0.4% | |
| Travel | $679,449 | - | - | - | 0.3% | |
| Other (as described) | GAIN (LOSS) ON TRADING | $667,660 | - | - | - | 0.3% |
| All other expenses | $581,096 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $525,600 | - | - | - | 0.2% | |
| Fees: accounting | $260,268 | - | - | - | 0.1% | |
| Fees: legal | $191,752 | - | - | - | 0.1% | |
| Insurance | $109,343 | - | - | - | 0.1% | |
| Fees: investment management | $97,031 | - | - | - | 0.0% | |
| Grants to US individuals | $50,000 | - | - | - | 0.0% | |
| Total | $211,902,771 | 100% |
2018 · Form 990 · $182,105,048 spent · pay $32,709,841 · grants $510,600 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $121,434,001 | - | - | - | 66.7% | |
| Other salaries and wages | $16,165,560 | - | - | - | 8.9% | |
| Office expenses | $6,213,254 | - | - | - | 3.4% | |
| Other (as described) | LOAN SERVICING EXPENSE | $5,858,933 | - | - | - | 3.2% |
| Other employee benefits | $5,731,135 | - | - | - | 3.1% | |
| Pension plan contributions | $5,120,831 | - | - | - | 2.8% | |
| Pay: officers, directors, trustees, key employees | $4,474,848 | - | - | - | 2.5% | |
| Fees: other services | $3,708,320 | - | - | - | 2.0% | |
| Occupancy | $2,292,712 | - | - | - | 1.3% | |
| Advertising and promotion | $2,288,776 | - | - | - | 1.3% | |
| Other (as described) | MISC OPERATING EXPENSE | $2,158,210 | - | - | - | 1.2% |
| Depreciation and depletion | $1,740,567 | - | - | - | 1.0% | |
| Payroll taxes | $1,217,467 | - | - | - | 0.7% | |
| Other (as described) | PROVISION FOR LOAN & LE | $1,058,532 | - | - | - | 0.6% |
| Travel | $691,303 | - | - | - | 0.4% | |
| Other (as described) | OPERATING FEES | $535,075 | - | - | - | 0.3% |
| Grants to US organizations and governments | $510,600 | - | - | - | 0.3% | |
| Information technology | $260,773 | - | - | - | 0.1% | |
| Fees: legal | $259,016 | - | - | - | 0.1% | |
| Fees: accounting | $203,799 | - | - | - | 0.1% | |
| Insurance | $93,853 | - | - | - | 0.1% | |
| Fees: investment management | $87,483 | - | - | - | 0.0% | |
| Total | $182,105,048 | 100% |
2017 · Form 990 · $158,388,205 spent · pay $33,636,758 · grants $308,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $99,930,960 | - | - | - | 63.1% | |
| Pay: officers, directors, trustees, key employees | $11,349,624 | - | - | - | 7.2% | |
| Other salaries and wages | $8,831,276 | - | - | - | 5.6% | |
| Office expenses | $6,442,587 | - | - | - | 4.1% | |
| Pension plan contributions | $6,372,309 | - | - | - | 4.0% | |
| Other employee benefits | $5,421,473 | - | - | - | 3.4% | |
| Other (as described) | LOAN SERVICING EXPENSE | $5,381,893 | - | - | - | 3.4% |
| Fees: other services | $2,408,818 | - | - | - | 1.5% | |
| Advertising and promotion | $1,999,275 | - | - | - | 1.3% | |
| Occupancy | $1,823,474 | - | - | - | 1.2% | |
| Depreciation and depletion | $1,669,796 | - | - | - | 1.1% | |
| Payroll taxes | $1,662,076 | - | - | - | 1.0% | |
| Other (as described) | MISC OPERATING EXPENSE | $1,659,398 | - | - | - | 1.0% |
| Other (as described) | PROVISION FOR LOAN & LE | $1,083,319 | - | - | - | 0.7% |
| Travel | $640,997 | - | - | - | 0.4% | |
| Other (as described) | OPERATING FEES | $501,638 | - | - | - | 0.3% |
| Information technology | $363,196 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $308,000 | - | - | - | 0.2% | |
| Fees: accounting | $232,277 | - | - | - | 0.1% | |
| Fees: legal | $122,746 | - | - | - | 0.1% | |
| Insurance | $114,397 | - | - | - | 0.1% | |
| Fees: investment management | $68,559 | - | - | - | 0.0% | |
| All other expenses | $117 | - | - | - | 0.0% | |
| Total | $158,388,205 | 100% |
2016 · Form 990 · $126,224,106 spent · pay $25,586,381 · grants $207,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $77,447,952 | - | - | - | 61.4% | |
| Other salaries and wages | $13,234,008 | - | - | - | 10.5% | |
| Office expenses | $6,175,288 | - | - | - | 4.9% | |
| Other (as described) | LOAN SERVICING EXPENSE | $5,345,767 | - | - | - | 4.2% |
| Other employee benefits | $5,058,763 | - | - | - | 4.0% | |
| Pay: officers, directors, trustees, key employees | $3,829,735 | - | - | - | 3.0% | |
| Pension plan contributions | $2,217,807 | - | - | - | 1.8% | |
| Advertising and promotion | $2,031,219 | - | - | - | 1.6% | |
| Fees: other services | $1,879,019 | - | - | - | 1.5% | |
| Occupancy | $1,710,880 | - | - | - | 1.4% | |
| Depreciation and depletion | $1,561,636 | - | - | - | 1.2% | |
| Payroll taxes | $1,246,068 | - | - | - | 1.0% | |
| Other (as described) | PROVISION FOR LOAN & LE | $1,184,381 | - | - | - | 0.9% |
| Other (as described) | MISC OPERATING EXPENSE | $1,140,875 | - | - | - | 0.9% |
| Travel | $538,288 | - | - | - | 0.4% | |
| Other (as described) | OPERATING FEES | $461,697 | - | - | - | 0.4% |
| Information technology | $371,043 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $207,000 | - | - | - | 0.2% | |
| Fees: accounting | $203,075 | - | - | - | 0.2% | |
| Fees: legal | $137,399 | - | - | - | 0.1% | |
| Insurance | $130,961 | - | - | - | 0.1% | |
| Fees: investment management | $73,213 | - | - | - | 0.1% | |
| All other expenses | $38,032 | - | - | - | 0.0% | |
| Total | $126,224,106 | 100% |
2015 · Form 990 · $116,370,813 spent · pay $27,045,196 · grants $132,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $68,612,572 | - | - | - | 59.0% | |
| Other salaries and wages | $9,000,892 | - | - | - | 7.7% | |
| Pay: officers, directors, trustees, key employees | $6,848,251 | - | - | - | 5.9% | |
| Pension plan contributions | $5,270,277 | - | - | - | 4.5% | |
| Other (as described) | LOAN SERVICING EXPENSE | $5,151,191 | - | - | - | 4.4% |
| Office expenses | $4,754,363 | - | - | - | 4.1% | |
| Other employee benefits | $4,702,001 | - | - | - | 4.0% | |
| Advertising and promotion | $1,736,975 | - | - | - | 1.5% | |
| Fees: other services | $1,718,163 | - | - | - | 1.5% | |
| Occupancy | $1,594,636 | - | - | - | 1.4% | |
| Other (as described) | MISC OPERATING EXPENSE | $1,440,791 | - | - | - | 1.2% |
| Information technology | $1,408,407 | - | - | - | 1.2% | |
| Depreciation and depletion | $1,307,386 | - | - | - | 1.1% | |
| Payroll taxes | $1,223,775 | - | - | - | 1.1% | |
| Travel | $500,961 | - | - | - | 0.4% | |
| Other (as described) | OPERATING FEES | $428,611 | - | - | - | 0.4% |
| Fees: accounting | $166,565 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $132,000 | - | - | - | 0.1% | |
| Insurance | $123,934 | - | - | - | 0.1% | |
| Fees: legal | $89,574 | - | - | - | 0.1% | |
| Other (as described) | PROVISION FOR LOAN & LE | $84,254 | - | - | - | 0.1% |
| Fees: investment management | $75,234 | - | - | - | 0.1% | |
| Total | $116,370,813 | 100% |
2014 · Form 990 · $105,896,349 spent · pay $22,697,085 · grants $107,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $64,490,598 | - | - | - | 60.9% | |
| Other salaries and wages | $12,113,419 | - | - | - | 11.4% | |
| Office expenses | $4,565,885 | - | - | - | 4.3% | |
| Other employee benefits | $4,562,621 | - | - | - | 4.3% | |
| Other (as described) | LOAN SERVICING EXPENSE | $3,797,321 | - | - | - | 3.6% |
| Pay: officers, directors, trustees, key employees | $3,609,103 | - | - | - | 3.4% | |
| Advertising and promotion | $2,097,080 | - | - | - | 2.0% | |
| Fees: other services | $1,572,679 | - | - | - | 1.5% | |
| Occupancy | $1,555,615 | - | - | - | 1.5% | |
| Information technology | $1,302,166 | - | - | - | 1.2% | |
| Pension plan contributions | $1,257,338 | - | - | - | 1.2% | |
| Depreciation and depletion | $1,210,171 | - | - | - | 1.1% | |
| Payroll taxes | $1,154,604 | - | - | - | 1.1% | |
| Other (as described) | MISC OPERATING EXPENSE | $1,152,882 | - | - | - | 1.1% |
| Other (as described) | OPERATING FEES | $501,267 | - | - | - | 0.5% |
| Travel | $429,964 | - | - | - | 0.4% | |
| Fees: accounting | $174,694 | - | - | - | 0.2% | |
| Insurance | $123,596 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $107,000 | - | - | - | 0.1% | |
| Fees: investment management | $60,832 | - | - | - | 0.1% | |
| Fees: legal | $48,934 | - | - | - | 0.0% | |
| Other (as described) | OTHER NON-OPERATING EXP | $8,580 | - | - | - | 0.0% |
| Total | $105,896,349 | 100% |
2013 · Form 990 · $99,894,907 spent · pay $20,365,955 · grants $100,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $58,943,903 | - | - | - | 59.0% | |
| Other salaries and wages | $11,337,080 | - | - | - | 11.3% | |
| Office expenses | $4,559,566 | - | - | - | 4.6% | |
| Other employee benefits | $4,218,317 | - | - | - | 4.2% | |
| Pay: officers, directors, trustees, key employees | $3,706,584 | - | - | - | 3.7% | |
| Insurance | $3,147,051 | - | - | - | 3.2% | |
| Other (as described) | LOAN SERVICING EXPENSE | $2,794,366 | - | - | - | 2.8% |
| Other (as described) | MISC OPERATING EXPENSE | $1,644,895 | - | - | - | 1.6% |
| Advertising and promotion | $1,511,469 | - | - | - | 1.5% | |
| Occupancy | $1,504,975 | - | - | - | 1.5% | |
| Depreciation and depletion | $1,351,520 | - | - | - | 1.4% | |
| Information technology | $1,340,345 | - | - | - | 1.3% | |
| Fees: other services | $1,264,447 | - | - | - | 1.3% | |
| Payroll taxes | $1,103,974 | - | - | - | 1.1% | |
| Other (as described) | OPERATING FEES | $567,102 | - | - | - | 0.6% |
| Travel | $472,010 | - | - | - | 0.5% | |
| Fees: accounting | $181,045 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $100,000 | - | - | - | 0.1% | |
| Fees: investment management | $79,442 | - | - | - | 0.1% | |
| Fees: legal | $47,147 | - | - | - | 0.0% | |
| Other (as described) | OTHER NON-OPERATING EXP | $19,669 | - | - | - | 0.0% |
| Total | $99,894,907 | 100% |
2012 · Form 990 · $105,088,751 spent · pay $23,229,425 · grants $100,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $59,876,085 | - | - | - | 57.0% | |
| Other salaries and wages | $10,746,247 | - | - | - | 10.2% | |
| Office expenses | $4,245,153 | - | - | - | 4.0% | |
| Other employee benefits | $4,197,579 | - | - | - | 4.0% | |
| Pension plan contributions | $3,924,661 | - | - | - | 3.7% | |
| Insurance | $3,642,283 | - | - | - | 3.5% | |
| Pay: officers, directors, trustees, key employees | $3,243,946 | - | - | - | 3.1% | |
| Other (as described) | PROV. FOR LOAN LOSSES | $2,228,925 | - | - | - | 2.1% |
| Other (as described) | LOAN SERVICING EXPENSE | $2,219,341 | - | - | - | 2.1% |
| Depreciation and depletion | $1,668,757 | - | - | - | 1.6% | |
| Occupancy | $1,481,050 | - | - | - | 1.4% | |
| Advertising and promotion | $1,455,276 | - | - | - | 1.4% | |
| Information technology | $1,389,699 | - | - | - | 1.3% | |
| Other (as described) | MISC OPERATING EXPENSE | $1,197,001 | - | - | - | 1.1% |
| Fees: other services | $1,118,834 | - | - | - | 1.1% | |
| Payroll taxes | $1,116,992 | - | - | - | 1.1% | |
| Other (as described) | OPERATING FEES | $507,159 | - | - | - | 0.5% |
| Travel | $398,838 | - | - | - | 0.4% | |
| Fees: accounting | $142,726 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $100,000 | - | - | - | 0.1% | |
| Fees: investment management | $89,776 | - | - | - | 0.1% | |
| Fees: legal | $72,553 | - | - | - | 0.1% | |
| All other expenses | $25,870 | - | - | - | 0.0% | |
| Total | $105,088,751 | 100% |
2011 · Form 990 · $116,974,800 spent · pay $23,596,789 · grants $100,000 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $68,833,628 | - | - | - | 58.8% | |
| Other salaries and wages | $9,515,306 | - | - | - | 8.1% | |
| Pension plan contributions | $6,123,321 | - | - | - | 5.2% | |
| Insurance | $5,666,194 | - | - | - | 4.8% | |
| Office expenses | $3,970,723 | - | - | - | 3.4% | |
| Other employee benefits | $3,813,438 | - | - | - | 3.3% | |
| Pay: officers, directors, trustees, key employees | $3,094,754 | - | - | - | 2.6% | |
| Other (as described) | PROV. FOR LOAN LOSSES | $3,083,901 | - | - | - | 2.6% |
| Other (as described) | LOAN SERVICING EXPENSE | $2,203,196 | - | - | - | 1.9% |
| Depreciation and depletion | $1,806,182 | - | - | - | 1.5% | |
| Advertising and promotion | $1,578,032 | - | - | - | 1.3% | |
| Occupancy | $1,436,897 | - | - | - | 1.2% | |
| Information technology | $1,383,947 | - | - | - | 1.2% | |
| Other (as described) | MISC OPERATING EXPENSE | $1,179,621 | - | - | - | 1.0% |
| Payroll taxes | $1,049,970 | - | - | - | 0.9% | |
| Fees: other services | $1,004,983 | - | - | - | 0.9% | |
| Other (as described) | OPERATING FEES | $443,327 | - | - | - | 0.4% |
| Travel | $409,945 | - | - | - | 0.4% | |
| Fees: accounting | $144,214 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $100,000 | - | - | - | 0.1% | |
| Fees: investment management | $74,221 | - | - | - | 0.1% | |
| Fees: legal | $59,000 | - | - | - | 0.1% | |
| Total | $116,974,800 | 100% |
2010 · Form 990 · $125,998,937 spent · pay $21,266,132 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $70,282,666 | - | - | - | 55.8% | |
| Insurance | $12,211,736 | - | - | - | 9.7% | |
| Other salaries and wages | $10,385,536 | - | - | - | 8.2% | |
| Other (as described) | PROV LOAN & LEASE LOSS | $7,134,326 | - | - | - | 5.7% |
| Office expenses | $3,896,956 | - | - | - | 3.1% | |
| Other employee benefits | $3,543,138 | - | - | - | 2.8% | |
| Pension plan contributions | $3,360,802 | - | - | - | 2.7% | |
| Pay: officers, directors, trustees, key employees | $2,965,206 | - | - | - | 2.4% | |
| Other (as described) | LOAN SERVICING EXPENSE | $2,148,887 | - | - | - | 1.7% |
| Depreciation and depletion | $1,983,890 | - | - | - | 1.6% | |
| Fees: other services | $1,378,554 | - | - | - | 1.1% | |
| Occupancy | $1,331,626 | - | - | - | 1.1% | |
| Advertising and promotion | $1,140,079 | - | - | - | 0.9% | |
| Other (as described) | MISC. OPERATING EXP. | $1,103,686 | - | - | - | 0.9% |
| Information technology | $1,077,701 | - | - | - | 0.9% | |
| Payroll taxes | $1,011,450 | - | - | - | 0.8% | |
| Travel | $427,418 | - | - | - | 0.3% | |
| Other (as described) | OPERATING FEES | $387,869 | - | - | - | 0.3% |
| Fees: accounting | $96,155 | - | - | - | 0.1% | |
| Fees: investment management | $79,729 | - | - | - | 0.1% | |
| Fees: legal | $51,527 | - | - | - | 0.0% | |
| Total | $125,998,937 | 100% |
State business registration
- STAR ONE CREDIT UNION CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | STAR ONE CREDIT UNION | CA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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