CREDIT UNIONS IN THE STATE OF
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Plain text CREDIT UNIONS IN THE STATE OF. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/credit-unions-in-the-state-of-951209332. Retrieved 2026-10-24.
APA furp.org. (n.d.). CREDIT UNIONS IN THE STATE OF [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 24, 2026, from https://furp.org/org/credit-unions-in-the-state-of-951209332
MLA “CREDIT UNIONS IN THE STATE OF.” furp.org, tax years 2010–2025, https://furp.org/org/credit-unions-in-the-state-of-951209332. Accessed 24 Oct. 2026.
Retrieved 2026-10-24; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $52.0M · expenses $49.7M · assets $1.13B
- EIN
- 95-1209332
- Address
- 10120 PACIFIC HEIGHTS BLVD STE 100, SAN DIEGO, CA 92121-4205
- Website
- WWW.BLUPEAK.COM
- 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 ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
WE ARE A MEMBER-OWNED, NOT-FOR-PROFIT FINANCIAL COOPERATIVE; WE EXIST TO SERVE - TO ENRICH LIVES AND BUILD BETTER FUTURES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
45 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 |
|---|---|---|---|---|---|
| Todd Tharp | PRESIDENT/CEO | 2017-2025 | $840,118 | $5,028,797 | 1 |
| Karen Smith | SVP/CHIEF CREDIT OFFICER | 2010-2025 | $311,419 | $3,469,795 | 1 |
| Charles Williams | SVP/CHIEF RISK OFFICER | 2020-2025 | $302,545 | $1,581,300 | 2 |
| Rishi Dave | VP ENTERPRISE TECH. & ARCHITECTURE | 2022-2025 | $294,256 | $1,065,247 | 1 |
| Gloria Nunes | VP/CHIEF PEOPLE OFFICER | 2022-2025 | $222,846 | $797,609 | 1 |
| Andrew Judge | VP INTERNAL AUDIT | 2023-2025 | $205,180 | $591,456 | 1 |
| John Stevenson | SVP/CFO/SECRETARY | 2012-2025 | $319,666 | $563,768 | 1 |
| Ryan Harris | SOFTWARE ENGINEERING & DEVELOPMENT MANAGER | 2023-2025 | $173,916 | $377,899 | 1 |
| Chris De Jesus | VP CORE APPLICATION EFFICIENCY & EFFECTIVENESS | 2024-2025 | $188,445 | $363,712 | 1 |
| Nara Hartmann | VP OF LEGAL/COMPLIANCE/RISK | 2024-2025 | $177,337 | $342,837 | 1 |
| Casey Christian | DIRECTOR INFORMATION SECURITY | 2025 | $182,950 | $182,950 | 1 |
| James Harris (former) | FORMER CEO | 2010-2022 | $633,314 | $6,535,912 | 1 |
| Laura Young (former) | FORMER SVP/CHIEF HR OFFICER | 2014-2022 | $204,971 | $2,768,487 | 1 |
| Stephen Ewers (former) | SVP/CHIEF INFORMATION OFFICER | 2013-2020 | $331,789 | $2,380,369 | 1 |
| Gary Ahlgren (former) | EVP/ORGANIZATIONAL IMPROVEMENT | 2010-2016 | $337,177 | $2,087,296 | 1 |
| Matthew Lyons (former) | FORMER EVP/CHIEF OPERATING OFFICER | 2020-2024 | $178,956 | $2,047,630 | 1 |
| Nathaniel Frichtel (former) | VP BUSINESS TECHNOLOGY (UNITL 6/24/22) | 2011-2021 | $218,064 | $1,818,506 | 1 |
| Kenneth Kramer (former) | SVP/CFO/TREASURER | 2011-2016 | $280,785 | $1,520,629 | 1 |
| Kathleen Dallas-Orr (former) | SR COMMUNITY MORTGAGE SPECIALIST | 2012-2021 | $259,892 | $1,283,062 | 1 |
| Paris Chevalier (former) | SVP/CHIEF EXPERIENCE OFFICER (UNTIL 7/23/21) | 2019-2021 | $215,289 | $832,643 | 1 |
| Shelley Duckart (former) | SR COMMUNITY MORTGAGE SPECIALIST | 2010-2020 | $346,688 | $786,911 | 2 |
| Amber Fielder (former) | FORMER SVP/CHIEF MARKETING OFFICER | 2021-2023 | $254,688 | $764,110 | 1 |
| Melvinrey De Guzman (former) | FORMER VP REAL ESTATE & CAPITAL MARKETS | 2022-2024 | $276,143 | $735,541 | 1 |
| Margarita Guerra (former) | FORMER SVP/CFO/SECRETARY | 2021-2023 | $206,529 | $732,054 | 1 |
| Shelly Duckart (former) | SR COMMUNITY MORTGAGE SPECIALIST | 2012-2021 | $328,851 | $699,502 | 1 |
| Mathew Lyons (former) | SVP/CHIEF LENDING OFFICER | 2018-2019 | $320,097 | $617,819 | 1 |
| Donald Coleman (former) | VP REAL ESTATE | 2010-2018 | $173,729 | $617,592 | 1 |
| Billie Jo Cardenas (former) | VP RETAIL DELIVERY & MARKETING | 2015-2017 | $215,341 | $591,319 | 1 |
| Jeannie Decarlo (former) | SVP/OPERATIONS/CHIEF SECURITY OFFICER | 2010-2012 | $186,927 | $535,963 | 1 |
| Nicole Anderson (former) | VP MARKETING | 2013-2015 | $184,595 | $528,107 | 1 |
| Lynette Steel (former) | VP RETAIL SVS ADMIN | 2010-2012 | $192,541 | $451,628 | 1 |
| Karen Harrison (former) | EVP/CHIEF MARKETING OFFICER | 2010-2011 | $244,452 | $432,984 | 1 |
| James Creed (former) | VP OF OPERATIONS/PAYMENTS | 2022-2024 | $188,754 | $372,770 | 1 |
| Bradley Miller (former) | SVP, CHIEF FINANCIAL OFFICER | 2010-2011 | $130,105 | $364,404 | 1 |
| Johanna Crain (former) | VP RETAIL NETWORK (UNTIL 3/1/22) | 2019-2021 | $186,974 | $355,817 | 1 |
| Richard Matthews (former) | AVP SOFTWARE ENGINEERING | 2015-2016 | $168,170 | $337,050 | 1 |
| Karen Stigler (former) | VP INNOVATION & OPTIMIZATION | 2017-2018 | $153,806 | $302,712 | 1 |
| Adele Sandberg (former) | VP CONTROLLER | 2011-2013 | $166,985 | $288,560 | 1 |
| Vito Zerilli (former) | SVP/CHIEF EXPERIENCE OFFICER | 2024 | $236,330 | $236,330 | 1 |
| Carrie Knutson (former) | VP FINANCE | 2023 | $209,730 | $209,730 | 1 |
| Dante Carlesimo (former) | SOFTWARE ENGINEER II | 2022 | $199,108 | $199,108 | 1 |
| Nicole Harper (former) | VP MARKETING | 2016 | $198,929 | $198,929 | 1 |
| Yan Huang (former) | FORMER VP SOFTWARE ENGINEER | 2022 | $191,468 | $191,468 | 1 |
| Gail Nakatsu (former) | SVP/HR & ORG DEVELOPMENT | 2012 | $165,468 | $165,468 | 1 |
| Nate Frichtel (former) | VP/INFORMATION TECHNOLOGY | 2010 | $120,914 | $120,914 | 1 |
Officers and directors, no compensation reported
19 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 |
|---|---|---|---|---|---|
| Matt Adams | CHAIR | 2010-2025 | 3 | $0 reported | 1 |
| Mike Daniels | DIRECTOR | 2024-2025 | 3 | $0 reported | 1 |
| David Ely | DIRECTOR | 2010-2025 | 3 | $0 reported | 1 |
| Harry Le Grande | DIRECTOR | 2021-2025 | 3 | $0 reported | 1 |
| Yvonne Marsh | DIRECTOR | 2010-2025 | 3 | $0 reported | 1 |
| Les Overman | DIRECTOR | 2014-2025 | 3 | $0 reported | 1 |
| Beverly Randez | VICE CHAIR | 2015-2025 | 3 | $0 reported | 1 |
| Joshua Lawrence (former) | FORMER CHAIR | 2010-2024 | 3 | $0 reported | 1 |
| Steven Lei (former) | DIRECTOR | 2021-2023 | 3 | $0 reported | 1 |
| Tony Cherin Deceased (former) | DIRECTOR (UNTIL 1/1/21) | 2021 | 3 | $0 reported | 1 |
| Scot Einsendrath (former) | DIRECTOR (UNTIL 6/8/21) | 2015-2021 | 3 | $0 reported | 1 |
| Steve St Marie (former) | DIRECTOR (UNTIL 1/28/21) | 2010-2021 | 3 | $0 reported | 1 |
| Tony Cherin (former) | DIRECTOR | 2010-2020 | 3 | $0 reported | 1 |
| John Richard Chantengco (former) | DIRECTOR (RETIRED MAY 2016) | 2010-2016 | 3 | $0 reported | 1 |
| Arun Sen (former) | DIRECTOR | 2010-2015 | 3 | $0 reported | 1 |
| Lori Trofemuk (former) | DIRECTOR (RETIRED JULY 2014) | 2011-2014 | 3 | $0 reported | 1 |
| Iola Harris-Baker (former) | DIRECTOR (RETIRED 7/15/13) | 2010-2013 | 3 | $0 reported | 1 |
| Shirley Humphrey (former) | DIRECTOR | 2010-2012 | 3 | $0 reported | 1 |
| Stephen Cohen (former) | DIRECTOR | 2010-2011 | 3 | $0 reported | 1 |
People by year
2025 · 18 people listed · 11 paid, $3.2M · 134 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TODD THARP | PRESIDENT/CEO | 40 | $789,199 | $0 | $50,919 | $840,118 | 1 |
| JOHN STEVENSON | SVP/CFO/SECRETARY | 40 | $305,537 | $0 | $14,129 | $319,666 | 1 |
| KAREN SMITH | SVP/CHIEF CREDIT OFFICER | 40 | $277,502 | $0 | $33,917 | $311,419 | 1 |
| CHARLES WILLIAMS | SVP/CHIEF RISK OFFICER | 40 | $257,926 | $0 | $44,619 | $302,545 | 2 |
| RISHI DAVE | VP ENTERPRISE TECH. & ARCHITECTURE | 40 | $250,475 | $0 | $43,781 | $294,256 | 1 |
| GLORIA NUNES | VP/CHIEF PEOPLE OFFICER | 40 | $199,436 | $0 | $23,410 | $222,846 | 1 |
| ANDREW JUDGE | VP INTERNAL AUDIT | 40 | $185,221 | $0 | $19,959 | $205,180 | 1 |
| CHRIS DE JESUS | VP CORE APPLICATION EFFICIENCY & EFFECTIVENESS | 40 | $170,155 | $0 | $18,290 | $188,445 | 1 |
| CASEY CHRISTIAN | DIRECTOR INFORMATION SECURITY | 40 | $174,283 | $0 | $8,667 | $182,950 | 1 |
| NARA HARTMANN | VP OF LEGAL/COMPLIANCE/RISK | 40 | $167,397 | $0 | $9,940 | $177,337 | 1 |
| RYAN HARRIS | SOFTWARE ENGINEERING & DEVELOPMENT MANAGER | 40 | $155,441 | $0 | $18,475 | $173,916 | 1 |
| MATT ADAMS | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MIKE DANIELS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| HARRY LE GRANDE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
2024 · 21 people listed · 13 paid, $3.6M · 148 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TODD THARP | PRESIDENT/CEO | 40 | $840,268 | $0 | $52,512 | $892,780 | 1 |
| KAREN SMITH | SVP/CHIEF CREDIT OFFICER | 40 | $271,363 | $0 | $32,255 | $303,618 | 1 |
| CHARLES WILLIAMS | SVP/CHIEF RISK OFFICER | 40 | $266,263 | $0 | $37,151 | $303,414 | 2 |
| RISHI DAVE | VP ENTERPRISE TECH. & ARCHITECTURE | 40 | $233,051 | $0 | $44,708 | $277,759 | 1 |
| MELVINREY DE GUZMAN | FORMER VP REAL ESTATE & CAPITAL MARKETS | 40 | $254,067 | $0 | $22,076 | $276,143 | 1 |
| JOHN STEVENSON | SVP/CFO/SECRETARY | 40 | $239,534 | $0 | $4,568 | $244,102 | 1 |
| VITO ZERILLI | SVP/CHIEF EXPERIENCE OFFICER | 40 | $213,351 | $0 | $22,979 | $236,330 | 1 |
| GLORIA NUNES | VP/CHIEF PEOPLE OFFICER | 40 | $183,199 | $0 | $23,075 | $206,274 | 1 |
| ANDREW JUDGE | VP INTERNAL AUDIT | 40 | $150,503 | $0 | $39,752 | $190,255 | 1 |
| JAMES CREED | VP OF OPERATIONS/PAYMENTS | 40 | $169,067 | $0 | $19,687 | $188,754 | 1 |
| MATTHEW LYONS | FORMER EVP/CHIEF OPERATING OFFICER | 40 | $174,870 | $0 | $4,086 | $178,956 | 1 |
| CHRIS DE JESUS | VP CORE APPLICATION EFFICIENCY | 40 | $156,126 | $0 | $19,141 | $175,267 | 1 |
| NARA HARTMANN | VP OF LEGAL/COMPLIANCE/RISK | 40 | $155,988 | $0 | $9,512 | $165,500 | 1 |
| MATT ADAMS | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MIKE DANIELS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| HARRY LE GRANDE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | FORMER CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
2023 · 20 people listed · 12 paid, $3.7M · 172 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TODD THARP | PRESIDENT/CEO | 40 | $712,968 | $0 | $55,132 | $768,100 | 1 |
| MATTHEW LYONS | EVP/CHIEF OPERATING OFFICER | 40 | $492,326 | $0 | $28,722 | $521,048 | 1 |
| CHARLES WILLIAMS | SVP/CHIEF RISK OFFICER | 40 | $287,348 | $0 | $27,291 | $314,639 | 2 |
| KAREN SMITH | VP/CHIEF CREDIT OFFICER | 40 | $257,555 | $0 | $29,395 | $286,950 | 1 |
| RISHI DAVE | VP ENTERPRISE TECH. & ARCHITECTURE | 40 | $213,559 | $0 | $43,003 | $256,562 | 1 |
| AMBER FIELDER | FORMER SVP/CHIEF MARKETING OFFICER | 40 | $234,423 | $0 | $20,265 | $254,688 | 1 |
| MELVINREY DE GUZMAN | VP OF REAL ESTATE & CAPITAL MARKETS | 40 | $233,336 | $0 | $21,316 | $254,652 | 1 |
| CARRIE KNUTSON | VP FINANCE | 40 | $171,344 | $0 | $38,386 | $209,730 | 1 |
| MARGARITA GUERRA | FORMER SVP/CFO/SECRETARY | 40 | $188,922 | $0 | $17,607 | $206,529 | 1 |
| RYAN HARRIS | SOFTWARE ENGINEER II | 40 | $183,964 | $0 | $20,019 | $203,983 | 1 |
| ANDREW JUDGE | VP INTERNAL AUDIT | 40 | $170,962 | $0 | $25,059 | $196,021 | 1 |
| GLORIA NUNES | VP OF HUMAN RESOURCES | 40 | $168,777 | $0 | $21,703 | $190,480 | 1 |
| MATT ADAMS | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| HARRY LE GRANDE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVEN LEI | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2022 · 22 people listed · 14 paid, $4.5M · 215 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TODD THARP | PRESIDENT/CEO | 40 | $670,005 | $0 | $54,126 | $724,131 | 1 |
| JAMES HARRIS | FORMER CEO | 40 | $585,457 | $0 | $47,857 | $633,314 | 1 |
| MATTHEW LYONS | EVP/CHIEF OPERATING OFFICER | 40 | $506,283 | $0 | $57,109 | $563,392 | 1 |
| MARGARITA GUERRA | SVP/CFO/SECRETARY | 40 | $301,430 | $0 | $27,882 | $329,312 | 1 |
| AMBER FIELDER | SVP/CHIEF MARKETING OFFICER | 40 | $283,030 | $0 | $33,012 | $316,042 | 1 |
| CHARLES WILLIAMS | SVP/CHIEF RISK OFFICER | 40 | $241,043 | $0 | $23,508 | $264,551 | 2 |
| KAREN SMITH | VP/CHIEF CREDIT OFFICER | 40 | $229,815 | $0 | $28,071 | $257,886 | 1 |
| RISHI DAVE | VP ENTERPRISE TECH. & ARCHITECTURE | 40 | $199,839 | $0 | $36,831 | $236,670 | 1 |
| LAURA YOUNG | FORMER SVP/CHIEF HR OFFICER | 0 | $204,971 | $0 | $0 | $204,971 | 1 |
| MELVINREY DE GUZMAN | VP OF REAL ESTATE & CAPITAL MARKETS | 40 | $182,867 | $0 | $21,879 | $204,746 | 1 |
| DANTE CARLESIMO | SOFTWARE ENGINEER II | 40 | $179,642 | $0 | $19,466 | $199,108 | 1 |
| YAN HUANG | FORMER VP SOFTWARE ENGINEER | 40 | $182,569 | $0 | $8,899 | $191,468 | 1 |
| JAMES CREED | VP OF OPERATIONS AND PAYMENTS | 40 | $165,583 | $0 | $18,433 | $184,016 | 1 |
| GLORIA NUNES | VP OF HUMAN RESOURCES | 40 | $157,252 | $0 | $20,757 | $178,009 | 1 |
| MATT ADAMS | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| HARRY LE GRANDE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVEN LEI | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2021 · 24 people listed · 13 paid, $4.2M · 227 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | FORMER OFFICER | 40 | $581,624 | $0 | $105,383 | $687,007 | 1 |
| LAURA YOUNG | SVP/CHIEF HR OFFICER (UNTIL 12/31/21) | 40 | $559,602 | $0 | $54,947 | $614,549 | 1 |
| TODD THARP | PRESIDENT/CEO | 40 | $377,891 | $0 | $78,838 | $456,729 | 1 |
| MATTHEW LYONS | EVP/CHIEF OPERATING OFFICER | 40 | $346,430 | $0 | $61,842 | $408,272 | 1 |
| SHELLY DUCKART | SR COMMUNITY MORTGAGE SPECIALIST | 40 | $307,826 | $0 | $21,025 | $328,851 | 1 |
| KATHLEEN DALLAS-ORR | SR COMMUNITY MORTGAGE SPECIALIST | 40 | $243,761 | $0 | $16,131 | $259,892 | 1 |
| KAREN SMITH | VP LENDING | 40 | $211,971 | $0 | $26,987 | $238,958 | 1 |
| NATHANIEL FRICHTEL | VP BUSINESS TECHNOLOGY (UNITL 6/24/22) | 40 | $180,295 | $0 | $37,769 | $218,064 | 1 |
| PARIS CHEVALIER | SVP/CHIEF EXPERIENCE OFFICER (UNTIL 7/23/21) | 40 | $188,131 | $0 | $27,158 | $215,289 | 1 |
| MARGARITA GUERRA | SVP/CFO/SECRETARY | 40 | $174,382 | $0 | $21,831 | $196,213 | 1 |
| CHARLES WILLIAMS | SVP/CHIEF RISK OFFICER | 40 | $175,179 | $0 | $21,019 | $196,198 | 2 |
| AMBER FIELDER | SVP/CHIEF MARKETING OFFICER | 40 | $165,209 | $0 | $28,171 | $193,380 | 1 |
| JOHANNA CRAIN | VP RETAIL NETWORK (UNTIL 3/1/22) | 40 | $173,453 | $0 | $13,521 | $186,974 | 1 |
| JOSHUA LAWRENCE | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN DECEASED | DIRECTOR (UNTIL 1/1/21) | 3 | $0 | $0 | $0 | $0 | 1 |
| SCOT EINSENDRATH | DIRECTOR (UNTIL 6/8/21) | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR (UNTIL 1/28/21) | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| HARRY LE GRANDE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVEN LEI | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2020 · 20 people listed · 11 paid, $3.8M · 211 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $615,516 | $0 | $110,981 | $726,497 | 1 |
| TODD THARP | SVP/CFO/SECRETARY | 40 | $330,203 | $0 | $73,858 | $404,061 | 1 |
| MATTHEW LYONS | SVP/CHIEF LENDING OFFICER | 40 | $315,931 | $0 | $60,031 | $375,962 | 1 |
| LAURA YOUNG | SVP/CHIEF HUMAN RESOURCES | 40 | $318,562 | $0 | $52,526 | $371,088 | 1 |
| PARIS CHEVALIER | SVP/CHIEF EXPERIENCE OFFICER | 40 | $286,353 | $0 | $67,465 | $353,818 | 1 |
| SHELLEY DUCKART | SR COMMUNITY MORTGAGE SPECIALIST | 40 | $324,692 | $0 | $21,996 | $346,688 | 2 |
| STEPHEN EWERS | SVP/CHIEF INFORMATION OFFICER | 40 | $297,072 | $0 | $34,717 | $331,789 | 1 |
| KATHLEEN DALLAS-ORR | SR COMMUNITY MORTGAGE SPECIALIST | 40 | $264,361 | $0 | $20,820 | $285,181 | 1 |
| KAREN SMITH | VP LENDING | 40 | $211,000 | $0 | $25,743 | $236,743 | 1 |
| NATHANIEL FRICHTEL | VP BUSINESS TECHNOLOGY | 40 | $175,253 | $0 | $36,695 | $211,948 | 1 |
| CHARLES WILLIAMS | VP ENTERPRISE RISK MGMT & COMPLIANCE | 40 | $181,422 | $0 | $18,531 | $199,953 | 2 |
| BEVERLY RANDEZ | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SCOT EINSENDRATH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2019 · 20 people listed · 11 paid, $3.2M · 222 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $564,793 | $0 | $31,700 | $596,493 | 1 |
| LAURA YOUNG | SVP/CHIEF HUMAN RESOURCES | 40 | $342,318 | $0 | $16,016 | $358,334 | 1 |
| STEPHEN EWERS | SVP/CHIEF INFORMATION OFFICER | 40 | $308,152 | $0 | $37,209 | $345,361 | 1 |
| TODD THARP | SVP/CFO/SECRETARY | 40 | $318,352 | $0 | $18,048 | $336,400 | 1 |
| MATHEW LYONS | SVP/CHIEF LENDING OFFICER | 40 | $291,271 | $0 | $28,826 | $320,097 | 1 |
| PARIS CHEVALIER | SVP/CHIEF EXPERIENCE OFFICER | 40 | $232,281 | $0 | $31,255 | $263,536 | 1 |
| KAREN SMITH | VP LENDING | 40 | $200,904 | $0 | $23,679 | $224,583 | 1 |
| KATHLEEN DALLAS-ORR | SR COMMUNITY MORTGAGE SPECIALIST | 40 | $194,317 | $0 | $17,412 | $211,729 | 1 |
| NATHANIEL FRICHTEL | VP BUSINESS TECHNOLOGY | 40 | $175,318 | $0 | $35,073 | $210,391 | 1 |
| SHELLEY DUCKART | SR COMMUNITY MORTGAGE SPECIALIST | 40 | $186,080 | $0 | $16,349 | $202,429 | 2 |
| JOHANNA CRAIN | VP RETAIL NETWORK | 40 | $160,290 | $0 | $8,553 | $168,843 | 1 |
| LES OVERMAN | CHAIR (JAN-MAY)/DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | VICE CHAIR (JAN-MAY)/CHAIR (MAY-DEC) | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | VICE CHAIR (AS OF MAY 2019) | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SCOT EINSENDRATH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2018 · 19 people listed · 10 paid, $2.7M · 222 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $479,999 | $0 | $30,070 | $510,069 | 1 |
| STEPHEN EWERS | SVP/CHIEF INFORMATION OFFICER | 40 | $291,181 | $0 | $37,291 | $328,472 | 1 |
| TODD THARP | SVP/CFO/SECRETARY | 40 | $313,208 | $0 | $13,688 | $326,896 | 1 |
| LAURA YOUNG | SVP/CHIEF HUMAN RESOURCES OFFICER | 40 | $286,126 | $0 | $16,940 | $303,066 | 1 |
| MATHEW LYONS | SVP/CHIEF LENDING OFFICER | 40 | $267,799 | $0 | $29,923 | $297,722 | 1 |
| KAREN SMITH | VP LENDING | 40 | $189,804 | $0 | $23,093 | $212,897 | 1 |
| NATHANIEL FRICHTEL | VP BUSINESS TECHNOLOGY | 40 | $162,447 | $0 | $31,729 | $194,176 | 1 |
| DONALD COLEMAN | VP REAL ESTATE | 40 | $156,202 | $0 | $17,527 | $173,729 | 1 |
| KATHLEEN DALLAS-ORR | SR COMMUNITY MORTGAGE SPECIALIST | 40 | $138,931 | $0 | $16,290 | $155,221 | 1 |
| KAREN STIGLER | VP INNOVATION & OPTIMIZATION | 40 | $147,570 | $0 | $6,236 | $153,806 | 1 |
| LES OVERMAN | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SCOT EINSENDRATH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2017 · 18 people listed · 9 paid, $2.3M · 209 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $474,457 | $0 | $32,302 | $506,759 | 1 |
| STEPHEN EWERS | CIO | 40 | $281,879 | $0 | $38,348 | $320,227 | 1 |
| LAURA YOUNG | SVP/HR & ORGANIZATIONAL DEVELOPMENT | 40 | $263,399 | $0 | $16,246 | $279,645 | 1 |
| TODD THARP | SVP/CFO/TREASURER | 40 | $272,936 | $0 | $6,646 | $279,582 | 1 |
| BILLIE JO CARDENAS | VP RETAIL DELIVERY & MARKETING | 40 | $192,253 | $0 | $23,088 | $215,341 | 1 |
| KAREN SMITH | VP LENDING | 40 | $179,609 | $0 | $22,347 | $201,956 | 1 |
| NATHANIEL FRICHTEL | VP BUSINESS TECHNOLOGY | 40 | $164,000 | $0 | $21,950 | $185,950 | 1 |
| DONALD COLEMAN | VP REAL ESTATE | 40 | $163,438 | $0 | $18,525 | $181,963 | 1 |
| KAREN STIGLER | VP INNOVATION & OPTIMIZATION | 40 | $141,851 | $0 | $7,055 | $148,906 | 1 |
| LES OVERMAN | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SCOT EINSENDRATH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2016 · 20 people listed · 10 paid, $2.5M · 203 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $454,213 | $0 | $15,332 | $469,545 | 1 |
| GARY AHLGREN | EVP/ORGANIZATIONAL IMPROVEMENT | 40 | $320,167 | $0 | $17,010 | $337,177 | 1 |
| KENNETH KRAMER | SVP/CFO/TREASURER | 40 | $265,552 | $0 | $15,233 | $280,785 | 1 |
| STEPHEN EWERS | CIO | 40 | $261,232 | $0 | $13,342 | $274,574 | 1 |
| LAURA YOUNG | SVP/HR & ORGANIZATIONAL DEVELOPMENT | 40 | $237,543 | $0 | $11,146 | $248,689 | 1 |
| KAREN SMITH | VP LENDING | 40 | $178,097 | $0 | $22,028 | $200,125 | 1 |
| NICOLE HARPER | VP MARKETING | 40 | $192,202 | $0 | $6,727 | $198,929 | 1 |
| BILLIE JO CARDENAS | VP RETAIL DELIVERY | 40 | $166,085 | $0 | $17,717 | $183,802 | 1 |
| NATHANIEL FRICHTEL | VP BUSINESS TECHNOLOGY | 40 | $152,071 | $0 | $21,005 | $173,076 | 1 |
| RICHARD MATTHEWS | AVP SOFTWARE ENGINEERING | 40 | $159,856 | $0 | $8,314 | $168,170 | 1 |
| JOSHUA LAWRENCE | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN RICHARD CHANTENGCO | DIRECTOR (RETIRED MAY 2016) | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SCOT EINSENDRATH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2015 · 22 people listed · 10 paid, $2.6M · 188 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $444,033 | $0 | $31,580 | $475,613 | 1 |
| KENNETH KRAMER | SVP/CFO/TREASURER | 40 | $285,043 | $0 | $37,752 | $322,795 | 1 |
| GARY AHLGREN | EVP/ORGANIZATIONAL IMPROVEMENT | 40 | $285,780 | $0 | $31,176 | $316,956 | 1 |
| STEPHEN EWERS | CIO | 40 | $271,660 | $0 | $35,945 | $307,605 | 1 |
| LAURA YOUNG | SVP/HR & ORGANIZATIONAL DEVELOPMENT | 40 | $228,421 | $0 | $20,179 | $248,600 | 1 |
| KAREN SMITH | VP LENDING | 40 | $178,828 | $0 | $21,467 | $200,295 | 1 |
| BILLIE JO CARDENAS | VP RETAIL DELIVERY | 40 | $176,601 | $0 | $15,575 | $192,176 | 1 |
| NATHANIEL FRICHTEL | VP BUSINESS TECHNOLOGY | 40 | $169,756 | $0 | $21,451 | $191,207 | 1 |
| NICOLE ANDERSON | VP MARKETING | 40 | $178,044 | $0 | $6,551 | $184,595 | 1 |
| RICHARD MATTHEWS | AVP SOFTWARE ENGINEERING | 40 | $151,853 | $0 | $17,027 | $168,880 | 1 |
| JOSHUA LAWRENCE | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN RICHARD CHANTENGCO | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SCOT EINSENDRATH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| BEVERLY RANDEZ | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| ARUN SEN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN STEVENSON | DIRECTOR (RETIRED MAY 2015) | 3 | $0 | $0 | $0 | $0 | 1 |
2014 · 20 people listed · 9 paid, $2.2M · 194 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $424,527 | $0 | $28,781 | $453,308 | 1 |
| GARY AHLGREN | EVP/ORGANIZATIONAL IMPROVEMENT | 40 | $324,110 | $0 | $31,103 | $355,213 | 1 |
| KENNETH KRAMER | SVP/CFO/TREASURER | 40 | $274,431 | $0 | $35,008 | $309,439 | 1 |
| STEPHEN EWERS | CIO | 40 | $240,049 | $0 | $33,415 | $273,464 | 1 |
| KAREN SMITH | VP LENDING | 40 | $165,496 | $0 | $18,700 | $184,196 | 1 |
| NICOLE ANDERSON | VP MARKETING | 40 | $165,603 | $0 | $6,568 | $172,171 | 1 |
| NATHANIEL FRICHTEL | VP BUSINESS TECHNOLOGY | 40 | $146,156 | $0 | $18,404 | $164,560 | 1 |
| DONALD COLEMAN | VP REAL ESTATE EXPERIENCE | 40 | $132,515 | $0 | $14,599 | $147,114 | 1 |
| LAURA YOUNG | SVP HUMAN RESOURCES/ORGANIZATION DEVELOPMENT | 40 | $133,165 | $0 | $6,380 | $139,545 | 1 |
| MATT ADAMS | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN RICHARD CHANTENGCO | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LES OVERMAN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| ARUN SEN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN STEVENSON | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LORI TROFEMUK | DIRECTOR (RETIRED JULY 2014) | 3 | $0 | $0 | $0 | $0 | 1 |
2013 · 20 people listed · 9 paid, $2.2M · 185 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $431,621 | $0 | $28,306 | $459,927 | 1 |
| GARY AHLGREN | EVP/ORGANIZATIONAL IMPROVEMENT | 40 | $322,629 | $0 | $29,938 | $352,567 | 1 |
| KENNETH KRAMER | SVP/CHIEF FINANCIAL OFFICER | 40 | $268,949 | $0 | $34,856 | $303,805 | 1 |
| STEPHEN EWERS | CIO | 40 | $180,827 | $0 | $18,050 | $198,877 | 1 |
| KAREN SMITH | VP LENDING | 40 | $156,770 | $0 | $17,086 | $173,856 | 1 |
| NICOLE ANDERSON | VP MARKETING | 40 | $164,043 | $0 | $7,298 | $171,341 | 1 |
| SHELLY DUCKART | SENIOR MORTGAGE SPECIALIST | 40 | $157,977 | $0 | $11,714 | $169,691 | 1 |
| KATHLEEN DALLAS-ORR | SENIOR MORTGAGE SPECIALIST | 40 | $155,863 | $0 | $13,223 | $169,086 | 1 |
| ADELE SANDBERG | VP CONTROLLER | 40 | $144,632 | $0 | $22,353 | $166,985 | 1 |
| MATT ADAMS | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| LORI TROFEMUK | VICE CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN RICHARD CHANTENGCO | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| ARUN SEN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN STEVENSON | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| IOLA HARRIS-BAKER | DIRECTOR (RETIRED 7/15/13) | 3 | $0 | $0 | $0 | $0 | 1 |
2012 · 22 people listed · 10 paid, $2.2M · 207 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $361,254 | $0 | $24,110 | $385,364 | 1 |
| GARY AHLGREN | EVP/ORGANIZATIONAL IMPROVEMENT | 40 | $312,084 | $0 | $26,938 | $339,022 | 1 |
| KENNETH KRAMER | SVP/CHIEF FINANCIAL OFFICER/SECRETARY | 40 | $215,008 | $0 | $28,031 | $243,039 | 1 |
| KATHLEEN DALLAS-ORR | SENIOR MORTGAGE SPECIALIST | 40 | $191,138 | $0 | $10,815 | $201,953 | 1 |
| SHELLY DUCKART | SENIOR MORTGAGE SPECIALIST | 40 | $191,235 | $0 | $9,725 | $200,960 | 1 |
| LYNETTE STEEL | VP RETAIL SVS ADMIN | 40 | $187,136 | $0 | $5,405 | $192,541 | 1 |
| JEANNIE DECARLO | SVP/OPERATIONS/CHIEF SECURITY OFFICER | 40 | $161,713 | $0 | $25,214 | $186,927 | 1 |
| GAIL NAKATSU | SVP/HR & ORG DEVELOPMENT | 40 | $157,914 | $0 | $7,554 | $165,468 | 1 |
| KAREN SMITH | VP LENDING | 40 | $150,377 | $0 | $14,937 | $165,314 | 1 |
| NATHANIEL FRICHTEL | VP INFORMATION TECHNOLOGY | 40 | $134,631 | $0 | $15,310 | $149,941 | 1 |
| DAVID ELY | CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | VICE-CHAIR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN RICHARD CHANTENGCO | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| IOLA HARRIS-BAKER | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SHIRLEY HUMPHREY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| ARUN SEN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN STEVENSON | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LORI TROFEMUK | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2011 · 23 people listed · 11 paid, $1.7M · 208 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $296,208 | $0 | $15,070 | $311,278 | 1 |
| KAREN HARRISON | EVP/CHIEF MARKETING OFFICER | 40 | $232,205 | $0 | $12,247 | $244,452 | 1 |
| GARY AHLGREN | EVP/ORGANIZATIONAL IMPROVEMENT | 40 | $177,508 | $0 | $16,289 | $193,797 | 1 |
| JEANNIE DECARLO | SVP/OPERATIONS/CHIEF SECURITY OFFICER | 40 | $154,163 | $0 | $16,289 | $170,452 | 1 |
| KAREN SMITH | VP LENDING | 40 | $131,869 | $0 | $4,193 | $136,062 | 1 |
| BRADLEY MILLER | SVP, CHIEF FINANCIAL OFFICER | 40 | $118,288 | $0 | $11,817 | $130,105 | 1 |
| LYNETTE STEEL | VP RETAIL SVS ADMIN | 40 | $128,240 | $0 | $81 | $128,321 | 1 |
| SHELLEY DUCKART | SENIOR MORTGAGE SPECIALIST | 40 | $120,264 | $0 | $4,764 | $125,028 | 2 |
| ADELE SANDBERG | VP/CONTROLLER | 40 | $117,382 | $0 | $4,193 | $121,575 | 1 |
| NATHANIEL FRICHTEL | VP INFORMATION TECHNOLOGY | 40 | $113,558 | $0 | $5,635 | $119,193 | 1 |
| KENNETH KRAMER | SVP, CHIEF FINANCIAL OFFICER | 40 | $43,885 | $0 | $16,881 | $60,766 | 1 |
| DAVID ELY | CHAIR, BOARD | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | VICE-CHAIR, BOARD | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN RICHARD CHANTENGCO | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN COHEN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| IOLA HARRIS-BAKER | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SHIRLEY HUMPHREY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| YVONNE L MARSH | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| ARUN SEN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| LORI TROFEMUK | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
2010 · 21 people listed · 10 paid, $1.7M · 238 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES HARRIS | PRESIDENT/CEO | 40 | $307,345 | $0 | $13,393 | $320,738 | 1 |
| BRADLEY MILLER | SVP/CHIEF FINANCIAL OFFICER | 40 | $216,232 | $0 | $18,067 | $234,299 | 1 |
| GARY AHLGREN | SVP/CHIEF LENDING OFFICER | 40 | $177,590 | $0 | $14,974 | $192,564 | 1 |
| KAREN HARRISON | EVP/CHIEF MARKETING OFFICER | 40 | $177,356 | $0 | $11,176 | $188,532 | 1 |
| JEANNIE DECARLO | SVP/OPERATIONS/CHIEF SECURITY OFFICER | 40 | $160,517 | $0 | $18,067 | $178,584 | 1 |
| KAREN SMITH | VP LENDING | 40 | $130,859 | $0 | $4,078 | $134,937 | 1 |
| LYNETTE STEEL | VP RETAIL SVS ADMIN | 40 | $130,667 | $0 | $99 | $130,766 | 1 |
| NATE FRICHTEL | VP/INFORMATION TECHNOLOGY | 40 | $115,743 | $0 | $5,171 | $120,914 | 1 |
| DONALD COLEMAN | AVP/DIRECTOR REAL ESTATE | 40 | $109,615 | $0 | $5,171 | $114,786 | 1 |
| SHELLEY DUCKART | SENIOR MORTGAGE SPECIALIST | 40 | $108,449 | $0 | $4,317 | $112,766 | 2 |
| YVONNE MARSH | CHAIR, BOARD | 3 | $0 | $0 | $0 | $0 | 1 |
| DAVID ELY | VICE-CHAIR, BOARD | 3 | $0 | $0 | $0 | $0 | 1 |
| MATT ADAMS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| TONY CHERIN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN COHEN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| IOLA HARRIS-BAKER | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| SHIRLEY HUMPHREY | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSHUA LAWRENCE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE ST MARIE | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| ARUN SEN | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN RICHARD CHANTENGCO | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2025 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| DIGITAL FIRST HOLDINGS LLC | ATLANTA, GA | DIGITAL BANKING SERVICES | $1,363,864 |
| THE RDI CORPORATION | CINCINNATI, OH | CALL CENTER SERVICES | $1,209,139 |
| MASTERCARD INTERNATIONAL | OFALLON, MO | DEBIT CARD PROCESSING SERVICES | $773,222 |
| PSCU | ST PETERSBURG, FL | ATM & DEBIT CARD PROCESSING SERVICES | $533,282 |
| CORELATION INC | SAN DIEGO, CA | SOFTWARE SUPPORT / TRANSACTION PROCESSIN | $423,339 |
2024 · 5 contractors · $4.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| THE RDI CORPORATION | CINCINNATI, OH | CALL CENTER SERVICES | $1,565,618 |
| NCR CORPORATION | ATLANTA, GA | ONLINE BANKING/WEBSITE HOSTING SERVICES | $973,703 |
| MASTERCARD INTERNATIONAL | OFALLON, MO | CARD PROCESSING SERVICES | $896,430 |
| MOMENTUM INC | SEATTLE, WA | DESIGN/CONSTRUCTION SERVICES | $797,228 |
| PSCU | ST PETERSBURG, FL | CARD PROCESSING SERVICES | $684,418 |
2023 · 5 contractors · $5.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| THE RDI CORPORATION | CINCINNATI, OH | CALL CENTER SERVICES | $1,550,968 |
| PSCU | ST PETERSBURG, FL | CARD PROCESSING/CALL CENTER SERVICES | $1,246,455 |
| NCR CORPORATION | ATLANTA, GA | ONLINE BANKING/WEBSITE HOSTING SERVICES | $1,103,170 |
| MOMENTUM INC | SEATTLE, WA | DESIGN/CONSTRUCTION SERVICES | $1,020,807 |
| MASTERCARD INTERNATIONAL | OFALLON, MO | CARD PROCESSING SERVICES | $990,682 |
2022 · 5 contractors · $4.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| PSCU | ST PETERSBURG, FL | CARD PROCESSING/CALL CENTER SERVICES | $1,066,930 |
| NCR CORPORATION | ATLANTA, GA | ONLINE BANKING/WEBSITE HOSTING SERVICES | $1,046,890 |
| MASTERCARD INTERNATIONAL | OFALLON, MO | CARDHOLDER SERVICES | $948,934 |
| THE DATA FACTOR LLC | THORNTON, CO | DATA WAREHOUSE SERVICES/CONSULTING | $740,108 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT/NOTICE PROCESSING | $617,941 |
2021 · 5 contractors · $5.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| MOMENTUM INC | SEATTLE, WA | DESIGN / CONSTRUCTION SERVICES | $1,452,644 |
| WORLDPAY HOLDING LLC | SYMMES TOWNSHIP, OH | CARDHOLDER SERVICES | $1,328,680 |
| NCR CORPORATION | ATLANTA, GA | ONLINE BANKING / WEBSITE HOSTING SERVICE | $919,416 |
| MASTERCARD INTERNATIONAL | OFALLON, MO | CARDHOLDER SERVICES | $842,250 |
| PSCU | ST PETERSBURG, FL | CUSTOMER PHONE SUPPORT SERVICES | $569,901 |
2020 · 5 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCR CORPORATION | ATLANTA, GA | ONLINE BANKING / WEBSITE HOSTING SERVICE | $1,121,131 |
| SF NETWORX LLC | LAS VEGAS, NV | DATA WAREHOUSE / CONSULTING SERVICES | $792,778 |
| WORLDPAY HOLDING LLC | SYMMES TOWNSHIP, OH | CARDHOLDER SERVICES | $656,341 |
| MASTERCARD INTERNATIONAL | OFALLON, MO | CARDHOLDER SERVICES | $656,324 |
| ISM CRM CONSULTANTS INC | BETHESDA, MD | DATA WAREHOUSE / CONSULTING SERVICES | $441,436 |
2019 · 5 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WORLDPAY HOLDING LLC | SYMMES TOWNSHIP, OH | CARDHOLDER SERVICES | $1,037,394 |
| NCR CORPORATION | ATLANTA, GA | ONLINE BANKING / WEBSITE HOSTING SERVICE | $967,690 |
| ADVANCED NETWORK INC | SAN DIEGO, CA | ATM SERVICES | $450,952 |
| CORNERSTONE ADVISORS INC | SCOTTSDALE, AZ | ADVISORY SERVICES | $447,466 |
| LIGHTSTREAM | TELFORD, PA | MARKETING SERVICES | $442,547 |
2018 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| WORLDPAY HOLDING LLC | SYMMES TOWNSHIP, OH | CARDHOLDER SERVICES | $1,262,130 |
| NCR CORPORATION | ATLANTA, GA | ONLINE BANKING / WEBSITE HOSTING SERVICE | $681,979 |
| BUSINESS DATA INC | INGLEWOOD, CA | MEMBER STATEMENT PROCESSING | $387,826 |
| PSCU | ST PETERSBURG, FL | CALL CENTER SERVICES | $325,366 |
| ADVANCED NETWORK INC | SAN DIEGO, CA | ATM SERVICES | $311,739 |
2017 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| LEVEL5 LLC | ATLANTA, GA | CONSTRUCTION SERVICES | $1,191,800 |
| VANTIV HOLDING LLC | SYMMES TOWNSHIP, OH | CARDHOLDER SERVICES | $1,165,305 |
| DIGITAL INSIGHT | REDWOOD CITY, CA | ONLINE BANKING / WEBSITE HOSTING SERVICE | $564,052 |
| BUSINESS DATA INC | INGLEWOOD, CA | MEMBER STATEMENT PROCESSING | $442,092 |
| PSCU | ST PETERSBURG, FL | CALL CENTER SERVICES | $274,210 |
2016 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| VANTIV HOLDING LLC | SYMMES TOWNSHIP, OH | CARDHOLDER SERVICES | $1,540,835 |
| DIGITAL INSIGHT | REDWOOD CITY, CA | ONLINE BANKING / WEBSITE HOSTING SERVICE | $840,132 |
| JACOR CONSTRUCTION INC | SANTEE, CA | CONSTRUCTION SERVICES | $440,780 |
| BUSINESS DATA INC | INGLEWOOD, CA | MEMBER STATEMENT PROCESSING | $413,487 |
| ADVANCED NETWORK INC | SAN DIEGO, CA | ATM SERVICES | $335,734 |
2015 · 5 contractors · $4.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| VANTIV HOLDING LLC | SYMMES TOWNSHIP, OH | CARDHOLDER SERVICES | $1,328,213 |
| DIGITAL INSIGHT | REDWOOD CITY, CA | ONLINE BANKING / WEBSITE HOSTING SERVICE | $1,196,927 |
| BACKBASE USA INC | EL VERANO, CA | CONSULTING/ TECHNOLOGY SERVICES | $676,261 |
| FISERV | BROOKFIELD, WI | SOFTWARE PROVIDER | $478,679 |
| CORELATION INC | SAN DIEGO, CA | SOFTWARE PROVIDER | $394,776 |
2014 · 5 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| DIGITAL INSIGHT | REDWOOD CITY, CA | ONLINE BANKING / WEBSITE HOSTING SERVICE | $983,470 |
| CORELATION INC | SAN DIEGO, CA | SOFTWARE PROVIDER | $862,856 |
| VANTIV HOLDING LLC | SYMMES TOWNSHIP, OH | CARDHOLDER SERVICES | $522,856 |
| HARVEY INC | SAN DIEGO, CA | CONSTRUCTION SERVICES | $501,825 |
| FISERV | BROOKFIELD, CA | SOFTWARE PROVIDER | $474,585 |
2013 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| INTUIT FINANCIAL SERVICES | ONLINE BANKING / WEB-SITE HOSTING SERVIC | $727,740 | |
| ADVANCED NETWORK INC | ATM SERVICES | $360,438 | |
| FISERV | SOFTWARE PROVIDER | $274,238 | |
| BUSINESS DATA INC | STATEMENT PROCESSOR | $225,792 | |
| ENFORCEMENT SUPPORT SERVICES INC | SECURITY GUARDS | $195,151 |
2012 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| INTUIT FINANCIAL SERVICES | WOODLAND HILLS, CA | ONLINE BANKING / WEB-SITE HOSTING SERVIC | $903,084 |
| FISERV | MOORPARK, CA | SOFTWARE PROVIDER | $361,000 |
| ADVANCED NETWORK INC | SAN DIEGO, CA | ATM SERVICES | $268,766 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PROCESSOR | $218,717 |
| ENFORCEMENT SUPPORT SERVICES INC | SAN DIEGO, CA | SECURITY GUARDS | $208,163 |
2011 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| INTUIT FINANCIAL SERVICES | WOODLAND HILLS, CA | ONLINE BANKING / WEB-SITE HOSTING SERVIC | $719,410 |
| FISERV | MOORPARK, CA | SOFTWARE PROVIDER | $454,012 |
| ADVANCED NETWORK INC | SAN DIEGO, CA | ATM SERVICES | $448,489 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PROCESSOR | $272,359 |
| ENFORCEMENT SUPPORT SERVICES INC | SAN DIEGO, CA | SECURITY GUARDS | $195,318 |
2010 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| INTUIT FINANCIAL SERVICES | WOODLAND HILLS, CA | ONLINE BANKING / WEB-SITE HOSTING SERVIC | $626,954 |
| ADVANCED NETWORK INC | SAN DIEGO, CA | ATM SERVICES | $317,577 |
| FISERV | MOORPARK, CA | SOFTWARE PROVIDER | $291,080 |
| BUSINESS DATA INC | INGLEWOOD, CA | STATEMENT PROCESSOR | $284,257 |
| ENFORCEMENT SUPPORT SERVICES INC | SAN DIEGO, CA | SECURITY GUARDS | $207,090 |
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.
2025 · 1 grant to organizations · $60K
2023 · 1 grant to organizations · $21K
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $52,021,404 | $49,658,795 | $1,133,257,600 | $86,446,433 | $0 | $41,267,326 | $2,290,850 | 134 | 10 |
| 2024 · Form 990 | ||||||||
| $63,463,155 | $69,940,609 | $1,207,155,502 | $76,399,203 | $0 | $45,523,045 | $2,436,960 | 148 | 13 |
| 2023 · Form 990 | ||||||||
| $62,378,718 | $60,114,609 | $1,472,619,773 | $83,308,886 | $0 | $46,598,261 | $2,608,516 | 172 | 11 |
| 2022 · Form 990 | ||||||||
| $46,015,710 | $42,732,849 | $1,240,251,202 | $77,587,697 | $0 | $38,152,384 | $2,691,985 | 215 | 11 |
| 2021 · Form 990 | ||||||||
| $40,598,480 | $40,051,557 | $1,264,438,336 | $102,360,512 | $0 | $35,979,143 | $2,280,629 | 227 | 14 |
| 2020 · Form 990 | ||||||||
| $41,288,386 | $39,368,354 | $1,176,783,982 | $105,664,417 | $0 | $36,745,482 | $2,578,456 | 211 | 16 |
| 2019 · Form 990 | ||||||||
| $47,431,083 | $39,758,547 | $1,023,696,051 | $102,461,266 | $0 | $40,356,116 | $2,229,362 | 222 | 14 |
| 2018 · Form 990 | ||||||||
| $42,943,870 | $37,280,381 | $974,347,002 | $93,664,442 | $0 | $38,496,463 | $1,776,976 | 222 | 14 |
| 2017 · Form 990 | ||||||||
| $38,958,541 | $33,319,803 | $932,910,812 | $89,449,593 | $0 | $33,260,963 | $1,700,881 | 209 | 15 |
| 2016 · Form 990 | ||||||||
| $36,316,881 | $31,458,039 | $883,404,811 | $84,380,927 | $0 | $30,961,284 | $1,611,490 | 203 | 14 |
| 2015 · Form 990 | ||||||||
| $34,465,714 | $30,478,211 | $832,475,061 | $80,052,963 | $0 | $28,486,935 | $1,672,540 | 188 | 16 |
| 2014 · Form 990 | ||||||||
| $35,514,261 | $27,668,645 | $794,331,432 | $77,336,296 | $0 | $28,746,760 | $1,392,283 | 194 | 14 |
| 2013 · Form 990 | ||||||||
| $34,547,936 | $26,559,805 | $759,551,808 | $65,988,701 | $0 | $28,395,018 | $1,315,176 | 185 | 14 |
| 2012 · Form 990 | ||||||||
| $35,506,434 | $28,241,176 | $751,168,013 | $64,117,302 | $0 | $28,256,317 | $1,316,752 | 207 | 14 |
| 2011 · Form 990 | ||||||||
| $38,540,982 | $30,479,442 | $729,878,186 | $56,508,430 | $0 | $30,985,298 | $1,110,850 | 208 | 14 |
| 2010 · Form 990 | ||||||||
| $39,324,829 | $43,411,121 | $704,021,113 | $43,549,375 | $0 | $35,686,896 | $1,114,717 | 238 | 14 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- BLUPEAK FOUNDATION San Diego, CA · 1 person in common (Charles Williams) · related organization (Schedule R)
Funders of this organization
1 grantor reported grants to this organization, $8,000 in all, tax years 2024 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| DESIGN FORWARD ALLIANCE | DAF sponsor | Exact | 2024 | 1 | $8,000 | 2024 | $8,000 | show |
Similar organizations
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $62,813,347 | $67,067,978 | PRESIDENT/CEO | $632,891 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $33,422,489 | $25,950,221 | PRESIDENT/CEO | $632,935 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | W61 | $91,952,473 | $83,243,687 | PRESIDENT/CEO | $746,083 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $63,347,544 | $58,535,460 | PRESIDENT & CEO | $776,000 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $37,287,033 | $32,919,788 | CHIEF EXECUTIVE OFFICER | $498,256 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $79,305,678 | $78,159,129 | CEO | $610,493 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $109,183,254 | $102,752,796 | PRESIDENT/CEO | $921,945 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $77,851,564 | $66,075,489 | PRESIDENT/CEO | $1,415,723 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $38,299,339 | $48,985,788 | PRESIDENT/CEO | $506,656 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | W61 | $110,386,749 | $104,869,185 | PRESIDENT/CEO | $637,654 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $101,189,826 | $87,077,522 | FORMER PRESIDENT/CEO | $1,121,284 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $47,148,530 | $45,891,011 | CEO | $562,376 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $39,513,327 | $36,083,555 | PRESIDENT & CEO | $629,760 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | CA | Not reported | $42,678,422 | $40,058,540 | PRESIDENT/CEO | $1,078,891 | Similar name, revenue within 2x, same state |
| CREDIT UNIONS IN THE STATE OF NEW MEXICO | NM | Not reported | $68,194,766 | $65,598,291 | PRESIDENT/CE | $1,346,452 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $45,298,093 | $42,868,064 | CHIEF MARKETING OFFICER | $493,225 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $69,464,361 | $65,079,519 | PRESIDENT/CE | $528,809 | Similar name, revenue within 2x, similar mission |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $42,381,586 | $35,150,569 | CEO | $689,359 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $40,160,457 | $36,856,950 | PRESIDENT AND CEO THRU 7/30/24 | $910,772 | Similar name, revenue within 2x, similar mission |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $72,021,440 | $58,591,167 | CEO | $904,578 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF NEW MEXICO | NM | Not reported | $70,788,124 | $64,189,273 | PRESIDENT/CEO | $711,314 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF WASHINGTON | WA | Not reported | $122,675,100 | $111,921,139 | PRESIDENT & CEO | $1,127,148 | Similar name, revenue within 2x |
| CREDIT UNIONS IN THE STATE OF WASHI NGTON | WA | Not reported | $58,863,677 | $49,819,511 | PRESIDENT | $488,951 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $90,271,577 | $78,263,421 | PRESIDENT & CEO | $734,112 | Similar name, revenue within 2x |
| CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN | MI | Not reported | $43,262,092 | $38,607,073 | CHIEF EXECUTIVE OFFICER | $2,199,905 | Similar name, 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 | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| LAPEER COUNTY COMMUNITY FOUNDATION | DAF sponsor | $96,456 | 3 | 1 | 2021–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
| UNIVERSITY OF SOUTHERN CALIFORNIA | DAF sponsor | $17,575 | 1 | 1 | 2013–2013 | CREDIT UNIONS IN THE STATE OF CALIFORNIA |
| AMERICAN BAPTIST FOUNDATION | DAF sponsor | $15,536 | 1 | 1 | 2017–2017 | CREDIT UNIONS IN THE STATE OF CALIFORNIA |
| CAPITAL REGION COMMUNITY FOUNDATION | DAF sponsor | $14,962 | 1 | 1 | 2016–2016 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
| MANISTEE COUNTY COMMUNITY | DAF sponsor | $6,456 | 1 | 1 | 2024–2024 | CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN |
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.
2025 · Form 990 · $49,658,795 spent · pay $15,182,839 · grants $60,000 · events $164,698
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | DIVIDENDS PAID TO MEMBE | $13,173,943 | - | - | - | 26.5% |
| Other salaries and wages | $10,049,758 | - | - | - | 20.2% | |
| Information technology | $4,277,595 | - | - | - | 8.6% | |
| Depreciation and depletion | $2,471,421 | - | - | - | 5.0% | |
| Other (as described) | ATM EXPENSES | $2,300,423 | - | - | - | 4.6% |
| Pay: officers, directors, trustees, key employees | $2,290,850 | - | - | - | 4.6% | |
| Fees: other services | $2,232,081 | - | - | - | 4.5% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,981,345 | - | - | - | 4.0% |
| Occupancy | $1,936,111 | - | - | - | 3.9% | |
| Office expenses | $1,606,377 | - | - | - | 3.2% | |
| All other expenses | $1,441,080 | - | - | - | 2.9% | |
| Other employee benefits | $1,408,741 | - | - | - | 2.8% | |
| Advertising and promotion | $1,118,340 | - | - | - | 2.3% | |
| Fees: legal | $1,016,109 | - | - | - | 2.0% | |
| Payroll taxes | $961,730 | - | - | - | 1.9% | |
| Pension plan contributions | $471,760 | - | - | - | 1.0% | |
| Fees: accounting | $267,300 | - | - | - | 0.5% | |
| Insurance | $174,078 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $164,698 | - | - | - | 0.3% | |
| Travel | $132,416 | - | - | - | 0.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $122,628 | - | - | - | 0.2% |
| Grants to US organizations and governments | $60,000 | - | - | - | 0.1% | |
| Interest | $11 | - | - | - | 0.0% | |
| Total | $49,658,795 | 100% |
2024 · Form 990 · $69,940,609 spent · pay $15,757,071 · grants $0 · events $113,547
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | DIVIDENDS PAID TO MEMBE | $25,024,656 | - | - | - | 35.8% |
| Other salaries and wages | $10,465,137 | - | - | - | 15.0% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $6,965,433 | - | - | - | 10.0% |
| Information technology | $5,025,289 | - | - | - | 7.2% | |
| Fees: other services | $2,608,499 | - | - | - | 3.7% | |
| Depreciation and depletion | $2,466,785 | - | - | - | 3.5% | |
| Pay: officers, directors, trustees, key employees | $2,436,960 | - | - | - | 3.5% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $2,226,290 | - | - | - | 3.2% |
| All other expenses | $1,988,061 | - | - | - | 2.8% | |
| Occupancy | $1,961,905 | - | - | - | 2.8% | |
| Other (as described) | ATM EXPENSES | $1,701,006 | - | - | - | 2.4% |
| Advertising and promotion | $1,595,791 | - | - | - | 2.3% | |
| Office expenses | $1,563,898 | - | - | - | 2.2% | |
| Other employee benefits | $1,383,557 | - | - | - | 2.0% | |
| Payroll taxes | $997,935 | - | - | - | 1.4% | |
| Pension plan contributions | $473,482 | - | - | - | 0.7% | |
| Fees: legal | $222,655 | - | - | - | 0.3% | |
| Fees: accounting | $209,694 | - | - | - | 0.3% | |
| Interest | $207,787 | - | - | - | 0.3% | |
| Insurance | $179,159 | - | - | - | 0.3% | |
| Travel | $123,083 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $113,547 | - | - | - | 0.2% | |
| Total | $69,940,609 | 100% |
2023 · Form 990 · $60,114,609 spent · pay $16,898,110 · grants $20,700 · events $150,705
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | DIVIDENDS PAID TO MEMBE | $11,769,533 | - | - | - | 19.6% |
| Other salaries and wages | $11,384,111 | - | - | - | 18.9% | |
| Interest | $6,050,350 | - | - | - | 10.1% | |
| Fees: other services | $4,180,982 | - | - | - | 7.0% | |
| Information technology | $4,151,516 | - | - | - | 6.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,878,995 | - | - | - | 4.8% |
| Pay: officers, directors, trustees, key employees | $2,608,516 | - | - | - | 4.3% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $2,332,391 | - | - | - | 3.9% |
| Advertising and promotion | $2,209,731 | - | - | - | 3.7% | |
| Depreciation and depletion | $2,185,982 | - | - | - | 3.6% | |
| Occupancy | $1,931,069 | - | - | - | 3.2% | |
| Other (as described) | ATM EXPENSES | $1,865,062 | - | - | - | 3.1% |
| Office expenses | $1,532,133 | - | - | - | 2.5% | |
| Other employee benefits | $1,395,031 | - | - | - | 2.3% | |
| All other expenses | $1,323,451 | - | - | - | 2.2% | |
| Payroll taxes | $1,036,366 | - | - | - | 1.7% | |
| Pension plan contributions | $474,086 | - | - | - | 0.8% | |
| Fees: accounting | $273,078 | - | - | - | 0.5% | |
| Insurance | $157,338 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $150,705 | - | - | - | 0.3% | |
| Fees: legal | $130,086 | - | - | - | 0.2% | |
| Travel | $73,397 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $20,700 | - | - | - | 0.0% | |
| Total | $60,114,609 | 100% |
2022 · Form 990 · $42,732,849 spent · pay $18,684,911 · grants $6,500 · events $137,953
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $12,804,804 | - | - | - | 30.0% | |
| Information technology | $3,713,030 | - | - | - | 8.7% | |
| Depreciation and depletion | $2,859,673 | - | - | - | 6.7% | |
| Pay: officers, directors, trustees, key employees | $2,691,985 | - | - | - | 6.3% | |
| Fees: other services | $2,602,533 | - | - | - | 6.1% | |
| Other (as described) | DIVIDENDS PAID TO MEMBE | $2,441,390 | - | - | - | 5.7% |
| Occupancy | $2,357,004 | - | - | - | 5.5% | |
| Advertising and promotion | $1,976,270 | - | - | - | 4.6% | |
| Office expenses | $1,921,673 | - | - | - | 4.5% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,690,007 | - | - | - | 4.0% |
| Other employee benefits | $1,477,929 | - | - | - | 3.5% | |
| Other (as described) | ATM EXPENSES | $1,477,803 | - | - | - | 3.5% |
| All other expenses | $1,345,439 | - | - | - | 3.1% | |
| Payroll taxes | $1,175,260 | - | - | - | 2.8% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $1,014,890 | - | - | - | 2.4% |
| Pension plan contributions | $534,933 | - | - | - | 1.3% | |
| Fees: legal | $172,083 | - | - | - | 0.4% | |
| Insurance | $138,079 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $137,953 | - | - | - | 0.3% | |
| Interest | $125,249 | - | - | - | 0.3% | |
| Travel | $95,058 | - | - | - | 0.2% | |
| Grants to US individuals | $6,500 | - | - | - | 0.0% | |
| Fees: accounting | -$26,696 | - | - | - | -0.1% | |
| Total | $42,732,849 | 100% |
2021 · Form 990 · $40,051,557 spent · pay $18,753,358 · grants $0 · events $90,438
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $13,291,572 | - | - | - | 33.2% | |
| Information technology | $3,229,827 | - | - | - | 8.1% | |
| Benefits paid to members | $2,760,705 | - | - | - | 6.9% | |
| Depreciation and depletion | $2,599,986 | - | - | - | 6.5% | |
| Occupancy | $2,466,604 | - | - | - | 6.2% | |
| Pay: officers, directors, trustees, key employees | $2,280,629 | - | - | - | 5.7% | |
| Office expenses | $2,012,748 | - | - | - | 5.0% | |
| Advertising and promotion | $1,768,307 | - | - | - | 4.4% | |
| Other (as described) | ATM EXPENSES | $1,616,713 | - | - | - | 4.0% |
| Other employee benefits | $1,567,501 | - | - | - | 3.9% | |
| Fees: other services | $1,404,344 | - | - | - | 3.5% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,238,319 | - | - | - | 3.1% |
| Payroll taxes | $1,128,222 | - | - | - | 2.8% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $655,057 | - | - | - | 1.6% |
| Fees: legal | $538,585 | - | - | - | 1.3% | |
| Pension plan contributions | $485,434 | - | - | - | 1.2% | |
| Other (as described) | MISCELLANEOUS | $296,060 | - | - | - | 0.7% |
| Fees: accounting | $275,963 | - | - | - | 0.7% | |
| Interest | $158,800 | - | - | - | 0.4% | |
| Insurance | $118,612 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $90,438 | - | - | - | 0.2% | |
| Travel | $67,131 | - | - | - | 0.2% | |
| Total | $40,051,557 | 100% |
2020 · Form 990 · $39,368,354 spent · pay $18,327,643 · grants $0 · events $139,257
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $12,921,914 | - | - | - | 32.8% | |
| Benefits paid to members | $3,620,188 | - | - | - | 9.2% | |
| Information technology | $3,072,160 | - | - | - | 7.8% | |
| Pay: officers, directors, trustees, key employees | $2,578,456 | - | - | - | 6.5% | |
| Depreciation and depletion | $1,983,873 | - | - | - | 5.0% | |
| Occupancy | $1,931,065 | - | - | - | 4.9% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,848,951 | - | - | - | 4.7% |
| Office expenses | $1,792,199 | - | - | - | 4.6% | |
| Other (as described) | ATM EXPENSES | $1,442,617 | - | - | - | 3.7% |
| Other employee benefits | $1,318,474 | - | - | - | 3.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,127,506 | - | - | - | 2.9% |
| Payroll taxes | $1,121,842 | - | - | - | 2.8% | |
| Advertising and promotion | $1,117,503 | - | - | - | 2.8% | |
| Fees: other services | $795,369 | - | - | - | 2.0% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $564,564 | - | - | - | 1.4% |
| Interest | $452,820 | - | - | - | 1.2% | |
| All other expenses | $388,265 | - | - | - | 1.0% | |
| Pension plan contributions | $386,957 | - | - | - | 1.0% | |
| Fees: legal | $280,150 | - | - | - | 0.7% | |
| Fees: accounting | $225,809 | - | - | - | 0.6% | |
| Insurance | $216,574 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $139,257 | - | - | - | 0.4% | |
| Travel | $41,841 | - | - | - | 0.1% | |
| Total | $39,368,354 | 100% |
2019 · Form 990 · $39,758,547 spent · pay $17,557,119 · grants $0 · events $284,658
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $12,422,018 | - | - | - | 31.2% | |
| Benefits paid to members | $3,359,668 | - | - | - | 8.5% | |
| Information technology | $2,478,294 | - | - | - | 6.2% | |
| Pay: officers, directors, trustees, key employees | $2,229,362 | - | - | - | 5.6% | |
| Other (as described) | ATM EXPENSES | $1,995,904 | - | - | - | 5.0% |
| Depreciation and depletion | $1,960,677 | - | - | - | 4.9% | |
| Occupancy | $1,796,855 | - | - | - | 4.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,721,434 | - | - | - | 4.3% |
| Office expenses | $1,721,012 | - | - | - | 4.3% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,708,037 | - | - | - | 4.3% |
| Other employee benefits | $1,235,876 | - | - | - | 3.1% | |
| Advertising and promotion | $1,189,488 | - | - | - | 3.0% | |
| Payroll taxes | $1,134,443 | - | - | - | 2.9% | |
| Interest | $1,093,199 | - | - | - | 2.7% | |
| Fees: other services | $955,721 | - | - | - | 2.4% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $916,432 | - | - | - | 2.3% |
| Pension plan contributions | $535,420 | - | - | - | 1.3% | |
| All other expenses | $356,990 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $284,658 | - | - | - | 0.7% | |
| Travel | $191,708 | - | - | - | 0.5% | |
| Fees: accounting | $185,727 | - | - | - | 0.5% | |
| Fees: legal | $147,260 | - | - | - | 0.4% | |
| Insurance | $138,364 | - | - | - | 0.3% | |
| Total | $39,758,547 | 100% |
2018 · Form 990 · $37,280,381 spent · pay $16,182,051 · grants $0 · events $242,851
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $11,586,686 | - | - | - | 31.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $3,542,144 | - | - | - | 9.5% |
| Other (as described) | ATM EXPENSES | $2,153,907 | - | - | - | 5.8% |
| Information technology | $2,149,947 | - | - | - | 5.8% | |
| Depreciation and depletion | $1,828,387 | - | - | - | 4.9% | |
| Benefits paid to members | $1,825,057 | - | - | - | 4.9% | |
| Pay: officers, directors, trustees, key employees | $1,776,976 | - | - | - | 4.8% | |
| Office expenses | $1,743,923 | - | - | - | 4.7% | |
| Occupancy | $1,724,488 | - | - | - | 4.6% | |
| Other employee benefits | $1,303,918 | - | - | - | 3.5% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,255,977 | - | - | - | 3.4% |
| All other expenses | $1,117,822 | - | - | - | 3.0% | |
| Payroll taxes | $1,045,337 | - | - | - | 2.8% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $750,504 | - | - | - | 2.0% |
| Advertising and promotion | $747,872 | - | - | - | 2.0% | |
| Interest | $505,126 | - | - | - | 1.4% | |
| Fees: other services | $504,194 | - | - | - | 1.4% | |
| Pension plan contributions | $469,134 | - | - | - | 1.3% | |
| Fees: legal | $346,598 | - | - | - | 0.9% | |
| Fees: accounting | $295,988 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $242,851 | - | - | - | 0.7% | |
| Travel | $219,430 | - | - | - | 0.6% | |
| Insurance | $144,115 | - | - | - | 0.4% | |
| Total | $37,280,381 | 100% |
2017 · Form 990 · $33,319,803 spent · pay $14,445,790 · grants $0 · events $233,169
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $10,257,628 | - | - | - | 30.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,570,715 | - | - | - | 7.7% |
| Information technology | $2,041,266 | - | - | - | 6.1% | |
| Other (as described) | ATM EXPENSES | $2,027,829 | - | - | - | 6.1% |
| Benefits paid to members | $1,835,971 | - | - | - | 5.5% | |
| Depreciation and depletion | $1,805,744 | - | - | - | 5.4% | |
| Office expenses | $1,762,510 | - | - | - | 5.3% | |
| Occupancy | $1,718,675 | - | - | - | 5.2% | |
| Pay: officers, directors, trustees, key employees | $1,700,881 | - | - | - | 5.1% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,205,692 | - | - | - | 3.6% |
| Other employee benefits | $1,081,751 | - | - | - | 3.2% | |
| All other expenses | $988,127 | - | - | - | 3.0% | |
| Payroll taxes | $979,751 | - | - | - | 2.9% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $736,582 | - | - | - | 2.2% |
| Advertising and promotion | $646,707 | - | - | - | 1.9% | |
| Pension plan contributions | $425,779 | - | - | - | 1.3% | |
| Fees: other services | $407,317 | - | - | - | 1.2% | |
| Fees: legal | $254,797 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $233,169 | - | - | - | 0.7% | |
| Fees: accounting | $208,276 | - | - | - | 0.6% | |
| Travel | $162,581 | - | - | - | 0.5% | |
| Insurance | $148,055 | - | - | - | 0.4% | |
| Interest | $120,000 | - | - | - | 0.4% | |
| Total | $33,319,803 | 100% |
2016 · Form 990 · $31,458,039 spent · pay $13,796,072 · grants $0 · events $201,574
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $9,759,769 | - | - | - | 31.0% | |
| Other (as described) | ATM EXPENSES | $2,168,360 | - | - | - | 6.9% |
| Information technology | $1,962,001 | - | - | - | 6.2% | |
| Depreciation and depletion | $1,919,281 | - | - | - | 6.1% | |
| Benefits paid to members | $1,762,618 | - | - | - | 5.6% | |
| Occupancy | $1,673,917 | - | - | - | 5.3% | |
| Pay: officers, directors, trustees, key employees | $1,611,490 | - | - | - | 5.1% | |
| Office expenses | $1,579,406 | - | - | - | 5.0% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,510,965 | - | - | - | 4.8% |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,303,241 | - | - | - | 4.1% |
| All other expenses | $1,247,707 | - | - | - | 4.0% | |
| Other employee benefits | $1,053,501 | - | - | - | 3.3% | |
| Payroll taxes | $960,838 | - | - | - | 3.1% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $745,902 | - | - | - | 2.4% |
| Advertising and promotion | $702,705 | - | - | - | 2.2% | |
| Pension plan contributions | $410,474 | - | - | - | 1.3% | |
| Fees: other services | $297,277 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $201,574 | - | - | - | 0.6% | |
| Fees: accounting | $160,091 | - | - | - | 0.5% | |
| Insurance | $123,267 | - | - | - | 0.4% | |
| Travel | $120,355 | - | - | - | 0.4% | |
| Interest | $120,135 | - | - | - | 0.4% | |
| Fees: legal | $63,165 | - | - | - | 0.2% | |
| Total | $31,458,039 | 100% |
2015 · Form 990 · $30,478,211 spent · pay $13,752,530 · grants $0 · events $128,731
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $9,780,445 | - | - | - | 32.1% | |
| Information technology | $2,474,786 | - | - | - | 8.1% | |
| Other (as described) | ATM EXPENSES | $1,896,438 | - | - | - | 6.2% |
| Benefits paid to members | $1,760,995 | - | - | - | 5.8% | |
| Depreciation and depletion | $1,755,702 | - | - | - | 5.8% | |
| Office expenses | $1,733,467 | - | - | - | 5.7% | |
| Occupancy | $1,682,069 | - | - | - | 5.5% | |
| Pay: officers, directors, trustees, key employees | $1,672,540 | - | - | - | 5.5% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,460,178 | - | - | - | 4.8% |
| All other expenses | $1,095,902 | - | - | - | 3.6% | |
| Other employee benefits | $986,357 | - | - | - | 3.2% | |
| Payroll taxes | $918,340 | - | - | - | 3.0% | |
| Advertising and promotion | $661,920 | - | - | - | 2.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $612,401 | - | - | - | 2.0% |
| Other (as described) | CREDIT CARD PROGRAM COS | $475,730 | - | - | - | 1.6% |
| Pension plan contributions | $394,848 | - | - | - | 1.3% | |
| Fees: other services | $277,311 | - | - | - | 0.9% | |
| Fees: accounting | $201,048 | - | - | - | 0.7% | |
| Interest | $189,418 | - | - | - | 0.6% | |
| Insurance | $129,700 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $128,731 | - | - | - | 0.4% | |
| Travel | $127,086 | - | - | - | 0.4% | |
| Fees: legal | $62,799 | - | - | - | 0.2% | |
| Total | $30,478,211 | 100% |
2014 · Form 990 · $27,668,645 spent · pay $12,555,908 · grants $0 · events $78,315
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $9,105,169 | - | - | - | 32.9% | |
| Information technology | $2,511,794 | - | - | - | 9.1% | |
| Benefits paid to members | $1,881,598 | - | - | - | 6.8% | |
| Other (as described) | ATM EXPENSES | $1,665,758 | - | - | - | 6.0% |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,532,817 | - | - | - | 5.5% |
| Occupancy | $1,487,561 | - | - | - | 5.4% | |
| Pay: officers, directors, trustees, key employees | $1,392,283 | - | - | - | 5.0% | |
| Office expenses | $1,353,035 | - | - | - | 4.9% | |
| Depreciation and depletion | $1,216,649 | - | - | - | 4.4% | |
| Other employee benefits | $986,581 | - | - | - | 3.6% | |
| Fees: other services | $927,991 | - | - | - | 3.4% | |
| Payroll taxes | $842,065 | - | - | - | 3.0% | |
| All other expenses | $654,554 | - | - | - | 2.4% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $477,225 | - | - | - | 1.7% |
| Advertising and promotion | $471,484 | - | - | - | 1.7% | |
| Fees: accounting | $303,043 | - | - | - | 1.1% | |
| Pension plan contributions | $229,810 | - | - | - | 0.8% | |
| Interest | $156,470 | - | - | - | 0.6% | |
| Travel | $149,368 | - | - | - | 0.5% | |
| Insurance | $145,005 | - | - | - | 0.5% | |
| Fees: legal | $100,070 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $78,315 | - | - | - | 0.3% | |
| Total | $27,668,645 | 100% |
2013 · Form 990 · $26,559,805 spent · pay $11,610,830 · grants $0 · events $90,255
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $8,409,873 | - | - | - | 31.7% | |
| Information technology | $2,335,497 | - | - | - | 8.8% | |
| Benefits paid to members | $1,997,829 | - | - | - | 7.5% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,616,006 | - | - | - | 6.1% |
| Other (as described) | ATM EXPENSES | $1,538,053 | - | - | - | 5.8% |
| Pay: officers, directors, trustees, key employees | $1,315,176 | - | - | - | 5.0% | |
| Occupancy | $1,260,472 | - | - | - | 4.7% | |
| Office expenses | $1,251,820 | - | - | - | 4.7% | |
| Depreciation and depletion | $1,120,739 | - | - | - | 4.2% | |
| Fees: other services | $918,767 | - | - | - | 3.5% | |
| Other employee benefits | $901,184 | - | - | - | 3.4% | |
| Payroll taxes | $764,861 | - | - | - | 2.9% | |
| All other expenses | $669,093 | - | - | - | 2.5% | |
| Other (as described) | CREDIT CARD PROGRAM COS | $607,854 | - | - | - | 2.3% |
| Other (as described) | NCUSIF DEPOSIT INSURANC | $533,300 | - | - | - | 2.0% |
| Advertising and promotion | $332,819 | - | - | - | 1.3% | |
| Pension plan contributions | $219,736 | - | - | - | 0.8% | |
| Insurance | $184,686 | - | - | - | 0.7% | |
| Fees: accounting | $182,267 | - | - | - | 0.7% | |
| Interest | $156,926 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $90,255 | - | - | - | 0.3% | |
| Travel | $85,183 | - | - | - | 0.3% | |
| Fees: legal | $67,409 | - | - | - | 0.3% | |
| Total | $26,559,805 | 100% |
2012 · Form 990 · $28,241,176 spent · pay $10,879,492 · grants $0 · events $47,493
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $7,968,114 | - | - | - | 28.2% | |
| Benefits paid to members | $2,206,917 | - | - | - | 7.8% | |
| Information technology | $2,146,697 | - | - | - | 7.6% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,125,000 | - | - | - | 7.5% |
| Office expenses | $1,403,708 | - | - | - | 5.0% | |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,365,530 | - | - | - | 4.8% |
| Pay: officers, directors, trustees, key employees | $1,316,752 | - | - | - | 4.7% | |
| All other expenses | $1,311,743 | - | - | - | 4.6% | |
| Occupancy | $1,307,590 | - | - | - | 4.6% | |
| Other (as described) | ATM EXPENSES | $1,300,963 | - | - | - | 4.6% |
| Depreciation and depletion | $1,102,328 | - | - | - | 3.9% | |
| Other (as described) | MISC EXPENSES | $779,125 | - | - | - | 2.8% |
| Fees: other services | $735,890 | - | - | - | 2.6% | |
| Other employee benefits | $732,805 | - | - | - | 2.6% | |
| Payroll taxes | $727,581 | - | - | - | 2.6% | |
| Interest | $582,818 | - | - | - | 2.1% | |
| Advertising and promotion | $261,873 | - | - | - | 0.9% | |
| Fees: accounting | $249,766 | - | - | - | 0.9% | |
| Insurance | $206,242 | - | - | - | 0.7% | |
| Fees: legal | $165,482 | - | - | - | 0.6% | |
| Pension plan contributions | $134,240 | - | - | - | 0.5% | |
| Travel | $62,519 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $47,493 | - | - | - | 0.2% | |
| Total | $28,241,176 | 100% |
2011 · Form 990 · $30,479,442 spent · pay $11,270,212 · grants $0 · events $60,031
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $8,452,162 | - | - | - | 27.7% | |
| Benefits paid to members | $2,856,840 | - | - | - | 9.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,970,000 | - | - | - | 6.5% |
| Information technology | $1,959,231 | - | - | - | 6.4% | |
| Occupancy | $1,893,108 | - | - | - | 6.2% | |
| Office expenses | $1,618,300 | - | - | - | 5.3% | |
| Other (as described) | NCUSIF DEPOSIT INSURANC | $1,610,041 | - | - | - | 5.3% |
| Other (as described) | LOAN PROGRAM/SERVICING | $1,435,325 | - | - | - | 4.7% |
| Depreciation and depletion | $1,234,243 | - | - | - | 4.0% | |
| Pay: officers, directors, trustees, key employees | $1,110,850 | - | - | - | 3.6% | |
| All other expenses | $1,042,244 | - | - | - | 3.4% | |
| Other employee benefits | $899,457 | - | - | - | 3.0% | |
| Other (as described) | ATM EXPENSES | $894,166 | - | - | - | 2.9% |
| Fees: other services | $885,589 | - | - | - | 2.9% | |
| Payroll taxes | $795,733 | - | - | - | 2.6% | |
| Interest | $719,747 | - | - | - | 2.4% | |
| Advertising and promotion | $520,082 | - | - | - | 1.7% | |
| Insurance | $207,922 | - | - | - | 0.7% | |
| Fees: accounting | $115,387 | - | - | - | 0.4% | |
| Fees: legal | $113,779 | - | - | - | 0.4% | |
| Travel | $73,195 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $60,031 | - | - | - | 0.2% | |
| Pension plan contributions | $12,010 | - | - | - | 0.0% | |
| Total | $30,479,442 | 100% |
2010 · Form 990 · $43,411,121 spent · pay $11,756,355 · grants $0 · events $2,332
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROVISION FOR LOAN LOSS | $11,301,145 | - | - | - | 26.0% |
| Other salaries and wages | $8,898,008 | - | - | - | 20.5% | |
| Benefits paid to members | $4,719,781 | - | - | - | 10.9% | |
| Occupancy | $2,332,580 | - | - | - | 5.4% | |
| Information technology | $2,042,222 | - | - | - | 4.7% | |
| Office expenses | $1,884,980 | - | - | - | 4.3% | |
| Insurance | $1,826,101 | - | - | - | 4.2% | |
| Advertising and promotion | $1,373,630 | - | - | - | 3.2% | |
| Depreciation and depletion | $1,161,347 | - | - | - | 2.7% | |
| Pay: officers, directors, trustees, key employees | $1,114,717 | - | - | - | 2.6% | |
| Other (as described) | VISA PROGRAM COSTS | $1,067,563 | - | - | - | 2.5% |
| Other (as described) | LOAN PROGRAM/SERVICING | $992,044 | - | - | - | 2.3% |
| Other employee benefits | $879,101 | - | - | - | 2.0% | |
| Payroll taxes | $852,084 | - | - | - | 2.0% | |
| Fees: other services | $766,334 | - | - | - | 1.8% | |
| Interest | $635,910 | - | - | - | 1.5% | |
| Other (as described) | ATM EXPENSES | $574,793 | - | - | - | 1.3% |
| Other (as described) | CHECKING & OTHER LOSSES | $406,213 | - | - | - | 0.9% |
| Travel | $204,940 | - | - | - | 0.5% | |
| All other expenses | $182,536 | - | - | - | 0.4% | |
| Fees: accounting | $139,931 | - | - | - | 0.3% | |
| Fees: legal | $40,384 | - | - | - | 0.1% | |
| Pension plan contributions | $12,445 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $2,332 | - | - | - | 0.0% | |
| Total | $43,411,121 | 100% |
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