CREDIT UNIONS IN THE STATE OF CALIFORNIA

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-952513485. Retrieved 2026-10-29.

APA furp.org. (n.d.). CREDIT UNIONS IN THE STATE OF CALIFORNIA [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 29, 2026, from https://furp.org/org/credit-unions-in-the-state-of-california-952513485

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-952513485. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $109.2M · expenses $102.8M · assets $2.11B

Also known as
FKA CREDIT UNIONS IN THE STATE OF CA
EIN
95-2513485
Address
6735 FOREST LAWN DR, LOS ANGELES, CA 90068-1001
Website
WWW.FIRSTENT.ORG
NTEE code
-
Exempt type
501(c)(14): credit union (association)
Ruling date
February 2016 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

FIRST ENTERTAINMENT CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, FIRST ENTERTAINMENT 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Stephen Owen PRESIDENT/CEO2022-2024 $921,945$2,345,427 2
Adriana Allison SVP/CHIEF EXPERIENCE OFFICER2021-2024 $432,839$1,675,335 1
Jonathan Partridge EVP/CHIEF STRATEGY OFFICER2022-2024 $446,419$963,360 1
Irina Abramova VP INFORMATION TECHNOLOGY2018-2024 $270,470$879,496 1
Daniel Arita VP STRATEGY2020-2024 $281,377$766,057 1
Janet Kwon-Gaspard SVP/CHIEF PEOPLE OFFICER2023-2024 $374,326$695,804 1
Shannon Leitch VP COMMERCIAL & REAL ESTATE LENDING2023-2024 $285,843$560,799 1
Kenneth Kramer Former SVP/CFO2024 $537,464$537,464 1
Lisa Rauda-Cook VP MEMBER EXPERIENCE2019-2024 $303,394$448,854 1
Jennifer Jordan Former SVP/CHIEF RISK OFFICER2024 $415,057$415,057 1
Jeffrey J Platt SVP/CHIEF INFORMATION OFFICER2024 $281,657$281,657 1
Paul Partida VP ENGINEERING2024 $244,865$244,865 1
Molly Holcomb Former SVP/CHIEF MARKETING OFFICER2024 $207,372$207,372 1
Lisa Landt (former) PRESIDENT/CEO2010-2021 $546,196$3,538,189 1
James Marcellino (former) VP FACILITIES2010-2023 $762,421$2,565,028 1
Thomas E Orman (former) SVP/CLO2018-2023 $289,156$1,955,372 1
Frank Wasson (former) FORMER PRESIDENT/CEO2018-2020 $580,676$1,788,307 1
Charles Bruen (former) INTERM PRESIDENT/CEO2010-2022 $163,931$1,491,239 1
Michelle Frattolin (former) SVP/CAO/CHRO2010-2020 $380,729$1,466,763 1
Kenneth Kramer (former) SVP/CFO2020-2023 $468,982$1,352,909 1
William H Walker (former) VP REAL ESTATE LENDING2019-2023 $335,371$1,326,682 1
Lisa Landt Former (former) FORMER PRESIDENT/CEO2022 $1,231,001$1,231,001 1
Jennifer Jordan (former) SVP/CHIEF RISK OFFICER2018-2023 $307,295$1,167,148 1
Addie Allison (former) SVP/CXO2015-2020 $324,163$1,093,882 1
Edward Chou (former) REAL ESTATE LOAN OFFICER2019-2021 $302,715$829,232 1
Nas Birmingham (former) VP, DIGITAL EXPERIENCE2015-2020 $255,207$827,445 1
Matthew A Kennedy (former) COMM BUSINESS DEVELOPMENT OFFICER2020-2022 $313,844$814,610 1
Roy Mackinnon (former) VP MARKETING (FORMER)2010-2015 $376,697$584,681 1
Vytautas A Keblys (former) REAL ESTATE LOAN OFFICER2019-2020 $382,504$570,499 1
Jacquelyn Payton (former) REAL ESTATE LOAN OFFICER2020-2021 $285,740$542,600 1
Janet Phillips (former) CIO2015-2018 $301,045$540,485 1
Dan Kinne (former) DIRECTOR OF BUSINESS INTEL2010-2018 $188,251$511,370 1
Kaaron L Williams (former) DIRECTOR OF REAL ESTATE2010-2018 $157,710$448,633 1
Stephen Bone Former (former) SVP/CHIEF INFORMATION OFFICER2020-2021 $204,401$431,123 1
Jason Thomas (former) VP OF TREASURY2015-2018 $257,706$383,582 1
Rami Borsheh (former) VP, CONSUMER LOANS & RESOLUTIONS2019-2020 $214,536$375,178 1
Molly Holcomb (former) SVP/CHIEF MARKETING OFFICER2023 $328,278$328,278 1
Nas Birmingham Former (former) VP DIGITAL PRODUCT & BUSINESS SYSTEMS2022 $316,994$316,994 1
Michelle Frattolin Former (former) SVP/CAO/CHRO2021 $306,261$306,261 1
Lan Boughton (former) CONTROLLER2010-2015 $166,066$301,393 1
Jason Thomas Former (former) VP, TREASURY2019 $295,130$295,130 1
Karen Willis (former) DIRECTOR OF CONSUMER LENDI2010-2015 $163,229$293,906 1
Frank Wasson Former (former) FORMER PRESIDENT/CEO2021 $281,171$281,171 1
Jimmy Lee (former) VP OF MARKETING/CMO2018 $273,902$273,902 1
Amondo D Redmond Former (former) VP, CHIEF MARKETING OFFICER2020 $255,960$255,960 1
William J Bennett Former (former) VP, COMMERCIAL LENDING AND BUSINESS BANKING2020 $251,031$251,031 1
Patricia A Martinez-Skinner (former) REAL ESTATE LOAN OFFICER2020 $234,150$234,150 1
Anthony W Restivo Former (former) VP, CHIEF RETAIL OFFICER2019 $229,887$229,887 1
Michael Kim (former) VP LENDING/CLO2015 $224,440$224,440 1
Jonah M Lafollette (former) VP, TECHNOLOGY2020 $216,048$216,048 1
Daniel Gushue (former) VP OF LENDING2010 $215,789$215,789 1
Lori L Marschalk Former (former) VP, RETAIL2020 $213,769$213,769 1
Felipe A Castaneda (former) VP, FINANCE2020 $205,455$205,455 1
Richard Cadena (former) VP BRANCHES2015 $197,692$197,692 1
Michael Shoemaker (former) VP INFORMATION SYSTEMS2010 $193,445$193,445 1
Linda Manship (former) VP BRANCHES2010 $177,789$177,789 1
William H Bennett (former) VP, BUSINESS BANKING2019 $152,699$152,699 1
Linda Walmsley (former) DIRECTOR OF COMPLIANCE2018 $149,436$149,436 1
Teresa Lee-Forbes (former) SENIOR MGR, RETAIL OPERATIONS2018 $149,314$149,314 1
Lori L Marschalk (former) DIRECTOR OF BRANCHES2019 $148,877$148,877 1
Jimmy Lee Former (former) VP, CHIEF MARKETING OFFICER2019 $142,932$142,932 1
Derek Watkins (former) REAL ESTATE LOAN CONSULTANT2010 $140,339$140,339 1
Srinivasa S Siravuri Former (former) VP, CHIEF TECHNOLOGY OFFICER2019 $135,915$135,915 1

Officers and directors, no compensation reported

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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jeff Mirkin BOARD MEMBER2021-2024 1 $0 reported 2
Patrick Walters BOARD CHAIR2018-2024 1 $0 reported 1
Stephen Raynes BOARD VICE-CHAIR2015-2024 1 $0 reported 1
Laura Valan SECRETARY2018-2024 1 $0 reported 1
Irwin Jacobson TREASURER2010-2024 1 $0 reported 1
Howard Welinsky BOARD MEMBER2010-2024 1 $0 reported 1
Elena Campbell-Martinez BOARD MEMBER2024 1 $0 reported 1
Sakae Manning BOARD MEMBER2021-2024 1 $0 reported 1
Michael Edwards BOARD MEMBER2010-2024 1 $0 reported 1
Ted Schilowitz BOARD MEMBER2021-2024 1 $0 reported 1
James Herr BOARD MEMBER2021-2024 1 $0 reported 1
Gari Ann Douglass (former) BOARD MEMBER2010-2023 1 $0 reported 1
Dennis Tange (former) BOARD MEMBER2010-2020 1 $0 reported 1
Gari Ann Douglas (former) BOARD MEMBER2015-2020 1 $0 reported 1
Terra Potts (former) BOARD MEMBER2018-2020 1 $0 reported 1
Andrew Benson (former) BOARD MEMBER2010-2015 1 $0 reported 1
Lucy Wander (former) BOARD MEMBER2015 1 $0 reported 1
Akihiko Washington (former) BOARD MEMBER2010-2015 1 $0 reported 1
Lucy Wander-Perna (former) CHAIR2010 1 $0 reported 1
Steve Raynes (former) BOARD MEMBER2010 1 $0 reported 1

People by year

2024 · 24 people listed · 13 paid, $5.0M · 277 employees · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN OWEN PRESIDENT/CEO40 $885,785$0$36,160 $921,9452
KENNETH KRAMER FORMER SVP/CFO40 $494,996$0$42,468 $537,4641
JONATHAN PARTRIDGE EVP/CHIEF STRATEGY OFFICER40 $427,676$0$18,743 $446,4191
ADRIANA ALLISON SVP/CHIEF EXPERIENCE OFFICER40 $362,691$0$70,148 $432,8391
JENNIFER JORDAN FORMER SVP/CHIEF RISK OFFICER40 $407,895$0$7,162 $415,0571
JANET KWON-GASPARD SVP/CHIEF PEOPLE OFFICER40 $332,719$0$41,607 $374,3261
LISA RAUDA-COOK VP MEMBER EXPERIENCE40 $269,833$0$33,561 $303,3941
SHANNON LEITCH VP COMMERCIAL & REAL ESTATE LENDING40 $278,875$0$6,968 $285,8431
JEFFREY J PLATT SVP/CHIEF INFORMATION OFFICER40 $269,098$0$12,559 $281,6571
DANIEL ARITA VP STRATEGY40 $261,105$0$20,272 $281,3771
IRINA ABRAMOVA VP INFORMATION TECHNOLOGY40 $244,932$0$25,538 $270,4701
PAUL PARTIDA VP ENGINEERING40 $234,607$0$10,258 $244,8651
MOLLY HOLCOMB FORMER SVP/CHIEF MARKETING OFFICER40 $199,767$0$7,605 $207,3721
PATRICK WALTERS BOARD CHAIR1 $0$0$0 $01
STEPHEN RAYNES BOARD VICE-CHAIR1 $0$0$0 $01
LAURA VALAN SECRETARY1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
HOWARD WELINSKY BOARD MEMBER1 $0$0$0 $01
ELENA CAMPBELL-MARTINEZ BOARD MEMBER1 $0$0$0 $01
SAKAE MANNING BOARD MEMBER1 $0$0$0 $01
JEFF MIRKIN BOARD MEMBER1 $0$0$0 $02
MICHAEL EDWARDS BOARD MEMBER1 $0$0$0 $01
TED SCHILOWITZ BOARD MEMBER1 $0$0$0 $01
JAMES HERR BOARD MEMBER1 $0$0$0 $01
2023 · 24 people listed · 13 paid, $5.3M · 287 employees · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN OWEN PRESIDENT/CEO40 $824,765$0$33,796 $858,5612
JAMES MARCELLINO VP FACILITIES40 $734,586$0$27,835 $762,4211
KENNETH KRAMER SVP/CFO40 $423,640$0$45,342 $468,9821
ADRIANA ALLISON SVP/CXO40 $389,440$0$59,730 $449,1701
JONATHAN PARTRIDGE EVP/CHIEF STRATEGY OFFICER40 $329,660$0$17,512 $347,1721
WILLIAM H WALKER VP REAL ESTATE LENDING40 $295,243$0$40,128 $335,3711
MOLLY HOLCOMB SVP/CHIEF MARKETING OFFICER40 $317,367$0$10,911 $328,2781
JANET KWON-GASPARD SVP/CHIEF PEOPLE OFFICER40 $285,991$0$35,487 $321,4781
JENNIFER JORDAN SVP/CHIEF RISK OFFICER40 $299,654$0$7,641 $307,2951
THOMAS E ORMAN SVP/CLO40 $275,270$0$13,886 $289,1561
IRINA ABRAMOVA VP INFORMATION TECHNOLOGY40 $261,936$0$23,525 $285,4611
DANIEL ARITA VP STRATEGY40 $251,254$0$25,369 $276,6231
SHANNON LEITCH VP COMMERCIAL & REAL ESTATE LENDING40 $267,025$0$7,931 $274,9561
PATRICK WALTERS BOARD CHAIR1 $0$0$0 $01
STEPHEN RAYNES BOARD VICE-CHAIR1 $0$0$0 $01
LAURA VALAN SECRETARY1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
HOWARD WELINSKY BOARD MEMBER1 $0$0$0 $01
GARI ANN DOUGLASS BOARD MEMBER1 $0$0$0 $01
SAKAE MANNING BOARD MEMBER1 $0$0$0 $01
JEFF MIRKIN BOARD MEMBER1 $0$0$0 $02
MICHAEL EDWARDS BOARD MEMBER1 $0$0$0 $01
TED SCHILOWITZ BOARD MEMBER1 $0$0$0 $01
JAMES HERR BOARD MEMBER1 $0$0$0 $01
2022 · 23 people listed · 12 paid, $4.9M · 326 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA LANDT FORMER FORMER PRESIDENT/CEO40 $1,195,277$0$35,724 $1,231,0011
STEPHEN OWEN PRESIDENT/CEO40 $544,154$0$20,767 $564,9212
ADRIANA ALLISON SVP/CXO40 $434,759$0$45,661 $480,4201
THOMAS E ORMAN SVP/CLO40 $370,927$0$22,924 $393,8511
KENNETH KRAMER SVP/CFO40 $345,510$0$35,724 $381,2341
NAS BIRMINGHAM FORMER VP DIGITAL PRODUCT & BUSINESS SYSTEMS40 $286,059$0$30,935 $316,9941
MATTHEW A KENNEDY COMM BUSINESS DEVELOPMENT OFFICER40 $266,403$0$47,441 $313,8441
WILLIAM H WALKER VP REAL ESTATE LENDING40 $280,455$0$32,878 $313,3331
JAMES MARCELLINO VP OPERATIONS40 $264,013$0$28,899 $292,9121
JENNIFER JORDAN VP RISK MANAGEMENT & GENERAL COUNSEL40 $235,689$0$7,108 $242,7971
JONATHAN PARTRIDGE SVP/CIO40 $165,628$0$4,141 $169,7691
CHARLES BRUEN INTERM PRESIDENT/CEO40 $163,931$0$0 $163,9311
HOWARD WELINSKY BOARD CHAIR1 $0$0$0 $01
STEPHEN RAYNES BOARD VICE-CHAIR1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
PATRICK WALTERS SECRETARY1 $0$0$0 $01
GARI ANN DOUGLASS BOARD MEMBER1 $0$0$0 $01
SAKAE MANNING BOARD MEMBER1 $0$0$0 $01
JEFF MIRKIN BOARD MEMBER1 $0$0$0 $02
MICHAEL EDWARDS BOARD MEMBER1 $0$0$0 $01
TED SCHILOWITZ BOARD MEMBER1 $0$0$0 $01
LAURA VALAN BOARD MEMBER1 $0$0$0 $01
JAMES HERR BOARD MEMBER1 $0$0$0 $01
2021 · 23 people listed · 12 paid, $3.7M · 300 employees · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA LANDT PRESIDENT/CEO40 $509,844$0$36,352 $546,1961
THOMAS E ORMAN SVP/CLO40 $299,227$0$19,738 $318,9651
KENNETH KRAMER SVP/CFO40 $281,693$0$32,524 $314,2171
ADRIANA ALLISON SVP/CXO40 $267,958$0$44,948 $312,9061
MICHELLE FRATTOLIN FORMER SVP/CAO/CHRO40 $276,416$0$29,845 $306,2611
EDWARD CHOU REAL ESTATE LOAN OFFICER40 $287,308$0$15,407 $302,7151
MATTHEW A KENNEDY COMMERCIAL BUSINESS DEVELOPMENT OFFICER40 $265,738$0$23,504 $289,2421
JACQUELYN PAYTON REAL ESTATE LOAN OFFICER40 $270,151$0$15,589 $285,7401
FRANK WASSON FORMER FORMER PRESIDENT/CEO40 $262,500$0$18,671 $281,1711
WILLIAM H WALKER VP, REAL ESTATE LENDING40 $219,649$0$31,226 $250,8751
JAMES MARCELLINO VP, OPERATIONS40 $212,889$0$24,873 $237,7621
STEPHEN BONE FORMER SVP/CHIEF INFORMATION OFFICER40 $204,401$0$0 $204,4011
HOWARD WELINSKY BOARD CHAIR1 $0$0$0 $01
MICHAEL EDWARDS BOARD VICE-CHAIR1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
PATRICK WALTERS SECRETARY1 $0$0$0 $01
GARI ANN DOUGLASS BOARD MEMBER1 $0$0$0 $01
JAMES HERR BOARD MEMBER1 $0$0$0 $01
SAKAE MANNING BOARD MEMBER1 $0$0$0 $01
JEFF MIRKIN BOARD MEMBER1 $0$0$0 $02
STEPHEN RAYNES BOARD MEMBER1 $0$0$0 $01
TED SCHILOWITZ BOARD MEMBER1 $0$0$0 $01
LAURA VALAN BOARD MEMBER1 $0$0$0 $01
2020 · 32 people listed · 23 paid, $6.9M · 295 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA LANDT PRESIDENT/CEO40 $749,079$0$36,066 $785,1451
FRANK WASSON FORMER PRESIDENT/CEO40 $542,570$0$38,106 $580,6761
VYTAUTAS A KEBLYS REAL ESTATE LOAN OFFICER40 $364,370$0$18,134 $382,5041
MICHELLE FRATTOLIN SVP/CAO/CHRO40 $344,663$0$36,066 $380,7291
THOMAS E ORMAN SVP/CLO40 $348,655$0$23,114 $371,7691
EDWARD CHOU REAL ESTATE LOAN OFFICER40 $310,862$0$19,184 $330,0461
ADDIE ALLISON SVP/CXO40 $278,641$0$45,522 $324,1631
JAMES MARCELLINO VP, OPERATIONS40 $253,281$0$28,817 $282,0981
WILLIAM H WALKER VP, REAL ESTATE LENDING40 $226,913$0$34,411 $261,3241
JACQUELYN PAYTON REAL ESTATE LOAN OFFICER40 $242,485$0$14,375 $256,8601
AMONDO D REDMOND FORMER VP, CHIEF MARKETING OFFICER40 $237,782$0$18,178 $255,9601
NAS BIRMINGHAM VP, DIGITAL EXPERIENCE40 $222,359$0$32,848 $255,2071
JENNIFER JORDAN VP, RISK MANAGEMENT & GENERAL COUNSEL40 $239,811$0$14,239 $254,0501
WILLIAM J BENNETT FORMER VP, COMMERCIAL LENDING AND BUSINESS BANKING40 $224,845$0$26,186 $251,0311
PATRICIA A MARTINEZ-SKINNER REAL ESTATE LOAN OFFICER40 $188,567$0$45,583 $234,1501
STEPHEN BONE FORMER SVP/CIO40 $220,880$0$5,842 $226,7221
JONAH M LAFOLLETTE VP, TECHNOLOGY40 $170,957$0$45,091 $216,0481
RAMI BORSHEH VP, CONSUMER LOANS & RESOLUTIONS40 $202,516$0$12,020 $214,5361
LORI L MARSCHALK FORMER VP, RETAIL40 $208,347$0$5,422 $213,7691
MATTHEW A KENNEDY COMMERCIAL BUSINESS DEVELOPMENT OFFICER40 $193,432$0$18,092 $211,5241
DANIEL ARITA VP, PAYMENTS/PMO40 $189,076$0$18,981 $208,0571
FELIPE A CASTANEDA VP, FINANCE40 $160,714$0$44,741 $205,4551
KENNETH KRAMER SVP/CFO40 $168,028$0$20,448 $188,4761
HOWARD WELINSKY BOARD CHAIR1 $0$0$0 $01
MICHAEL EDWARDS BOARD VICE-CHAIR1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
PATRICK WALTERS SECRETARY1 $0$0$0 $01
DENNIS TANGE BOARD MEMBER1 $0$0$0 $01
GARI ANN DOUGLAS BOARD MEMBER1 $0$0$0 $01
LAURA VALAN BOARD MEMBER1 $0$0$0 $01
STEPHEN RAYNES BOARD MEMBER1 $0$0$0 $01
TERRA POTTS BOARD MEMBER1 $0$0$0 $01
2019 · 29 people listed · 20 paid, $5.6M · 326 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA LANDT EVP/COO/CSO/CFO40 $1,016,594$0$54,862 $1,071,4561
FRANK WASSON PRESIDENT/CEO40 $579,527$0$67,652 $647,1791
MICHELLE FRATTOLIN SVP/CAO/CHRO40 $308,326$0$54,833 $363,1591
THOMAS ORMAN VP, LENDING/CLO40 $310,347$0$24,673 $335,0201
ADDIE ALLISON VP, FINANCE40 $249,538$0$61,872 $311,4101
JASON THOMAS FORMER VP, TREASURY40 $256,346$0$38,784 $295,1301
JAMES MARCELLINO VP, PROPERTY MANAGEMENT40 $213,586$0$43,404 $256,9901
NAS BIRMINGHAM VP, DIGITAL EXPERIENCE40 $194,565$0$38,779 $233,3441
ANTHONY W RESTIVO FORMER VP, CHIEF RETAIL OFFICER40 $209,509$0$20,378 $229,8871
JENNIFER JORDAN VP, RISK MANAGEMENT & GENERAL COUNSEL40 $185,324$0$19,225 $204,5491
EDWARD CHOU REAL ESTATE LOAN CONSULTANT40 $181,700$0$14,771 $196,4711
VYTAUTAS A KEBLYS REAL ESTATE LOAN CONSULTANT40 $177,126$0$10,869 $187,9951
IRINA ABRAMOVA DIRECTOR OF INFORMATION TECHNOLOGY40 $152,449$0$23,481 $175,9301
WILLIAM H WALKER VP, REAL ESTATE40 $146,559$0$19,220 $165,7791
RAMI BORSHEH VP, CONSUMER LENDING40 $149,192$0$11,450 $160,6421
WILLIAM H BENNETT VP, BUSINESS BANKING40 $138,467$0$14,232 $152,6991
LORI L MARSCHALK DIRECTOR OF BRANCHES40 $138,791$0$10,086 $148,8771
LISA RAUDA-COOK REGIONAL DIRECTOR OF BRANCHES40 $135,246$0$10,214 $145,4601
JIMMY LEE FORMER VP, CHIEF MARKETING OFFICER40 $119,425$0$23,507 $142,9321
SRINIVASA S SIRAVURI FORMER VP, CHIEF TECHNOLOGY OFFICER40 $133,998$0$1,917 $135,9151
GARI ANN DOUGLASS BOARD CHAIR1 $0$0$0 $01
MICHAEL EDWARDS BOARD VICE-CHAIR1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
HOWARD WELINSKY SECRETARY1 $0$0$0 $01
DENNIS TANGE BOARD MEMBER1 $0$0$0 $01
PATRICK WALTERS BOARD MEMBER1 $0$0$0 $01
LAURA VALAN BOARD MEMBER1 $0$0$0 $01
STEPHEN RAYNES BOARD MEMBER1 $0$0$0 $01
TERRA POTTS BOARD MEMBER1 $0$0$0 $01
2018 · 25 people listed · 16 paid, $4.1M · 275 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANK WASSON PRESIDENT/CEO40 $491,774$0$68,678 $560,4521
LISA LANDT EVP/COO/CSO/CFO40 $418,832$0$57,503 $476,3351
MICHELLE FRATTOLIN SVP/CHIEF ADMINISTRATIVE OFFICER/CHRO40 $253,918$0$49,128 $303,0461
JANET PHILLIPS CIO40 $272,259$0$28,786 $301,0451
ADDIE ALLISON VP FINANCE40 $215,679$0$61,499 $277,1781
JIMMY LEE VP OF MARKETING/CMO40 $229,064$0$44,838 $273,9021
JAMES MARCELLINO VP PROPERTY MANAGEMENT40 $228,245$0$45,228 $273,4731
JASON THOMAS VP OF TREASURY40 $215,458$0$42,248 $257,7061
THOMAS ORMAN VP OF LENDING/CLO40 $226,152$0$20,459 $246,6111
DAN KINNE DIRECTOR OF BUSINESS INTEL40 $149,940$0$38,311 $188,2511
NAS BIRMINGHAM VP DIGITAL EXPERIENCE40 $140,719$0$38,682 $179,4011
JENNIFER JORDAN VP RISK MANAGEMENT & GENERAL COUNSEL40 $139,312$0$19,145 $158,4571
KAARON L WILLIAMS DIRECTOR OF REAL ESTATE40 $131,658$0$26,052 $157,7101
LINDA WALMSLEY DIRECTOR OF COMPLIANCE40 $125,756$0$23,680 $149,4361
TERESA LEE-FORBES SENIOR MGR, RETAIL OPERATIONS40 $131,691$0$17,623 $149,3141
IRINA ABRAMOVA MANAGER INFORMATION SYSTEMS40 $123,519$0$24,116 $147,6351
GARI ANN DOUGLASS BOARD CHAIR1 $0$0$0 $01
MICHAEL EDWARDS BOARD VICE-CHAIR1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
DENNIS TANGE SECRETARY1 $0$0$0 $01
PATRICK WALTERS BOARD MEMBER1 $0$0$0 $01
LAURA VALAN BOARD MEMBER1 $0$0$0 $01
STEPHEN RAYNES BOARD MEMBER1 $0$0$0 $01
TERRA POTTS BOARD MEMBER1 $0$0$0 $01
HOWARD WELINSKY BOARD MEMBER1 $0$0$0 $01
2015 · 24 people listed · 15 paid, $3.6M · 239 employees · 18 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES BRUEN PRESIDENT/CEO40 $496,344$0$46,940 $543,2841
LISA LANDT SENIOR VP/CFO40 $349,884$0$46,743 $396,6271
ROY MACKINNON VP MARKETING (FORMER)40 $324,145$0$52,552 $376,6971
JAMES MARCELLINO VP OPERATIONS40 $222,478$0$39,063 $261,5411
MICHELLE FRATTOLIN VP HUMAN RESOURCES40 $214,595$0$41,883 $256,4781
JANET PHILLIPS CIO40 $226,814$0$12,626 $239,4401
MICHAEL KIM VP LENDING/CLO40 $195,623$0$28,817 $224,4401
RICHARD CADENA VP BRANCHES40 $162,442$0$35,250 $197,6921
ADDIE ALLISON VP FINANCE40 $165,473$0$15,658 $181,1311
DAN KINNE DIRECTOR OF INFORMATION SERVICES40 $132,745$0$45,261 $178,0061
LAN BOUGHTON CONTROLLER40 $134,016$0$32,050 $166,0661
KAREN WILLIS DIRECTOR OF CONSUMER LENDI40 $139,638$0$23,591 $163,2291
KAARON L WILLIAMS DIRECTOR OF REAL ESTATE40 $133,877$0$27,775 $161,6521
NAS BIRMINGHAM DIRECTOR CORPORATE PROJECT40 $127,031$0$32,462 $159,4931
JASON THOMAS VP TREASURY40 $114,714$0$11,162 $125,8761
GARI ANN DOUGLAS BOARD CHAIR1 $0$0$0 $01
MICHAEL EDWARDS BOARD VICE-CHAIR1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
DENNIS TANGE SECRETARY1 $0$0$0 $01
ANDREW BENSON BOARD MEMBER1 $0$0$0 $01
LUCY WANDER BOARD MEMBER1 $0$0$0 $01
STEPHEN RAYNES BOARD MEMBER1 $0$0$0 $01
AKIHIKO WASHINGTON BOARD MEMBER1 $0$0$0 $01
HOWARD WELINSKY BOARD MEMBER1 $0$0$0 $01
2010 · 22 people listed · 13 paid, $2.9M · 171 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLES BRUEN CHIEF EXECUTIVE OFFICER40 $420,050$0$363,974 $784,0241
LISA LANDT CHIEF FINANCIAL OFFICER40 $227,819$0$34,611 $262,4301
DANIEL GUSHUE VP OF LENDING40 $186,782$0$29,007 $215,7891
ROY MACKINNON VP MARKETING40 $173,132$0$34,852 $207,9841
JAMES MARCELLINO VP OPERATIONS40 $170,564$0$27,267 $197,8311
MICHAEL SHOEMAKER VP INFORMATION SYSTEMS40 $173,594$0$19,851 $193,4451
LINDA MANSHIP VP BRANCHES40 $160,110$0$17,679 $177,7891
MICHELLE FRATTOLIN VP HUMAN RESOURCES40 $147,926$0$15,425 $163,3511
DAN KINNE DIR INFORMATION SYSTEMS40 $119,595$0$25,518 $145,1131
DEREK WATKINS REAL ESTATE LOAN CONSULTANT40 $123,320$0$17,019 $140,3391
LAN BOUGHTON CONTROLLER40 $114,230$0$21,097 $135,3271
KAREN WILLIS DIR CONSUMER LENDING40 $113,775$0$16,902 $130,6771
KAARON WILLIAMS DIRECTOR OF REAL ESTATE40 $112,240$0$17,031 $129,2711
LUCY WANDER-PERNA CHAIR1 $0$0$0 $01
MICHAEL EDWARDS VICE CHAIR1 $0$0$0 $01
DENNIS TANGE SECRETARY1 $0$0$0 $01
IRWIN JACOBSON TREASURER1 $0$0$0 $01
ANDREW BENSON BOARD MEMBER1 $0$0$0 $01
GARI ANN DOUGLASS BOARD MEMBER1 $0$0$0 $01
STEVE RAYNES BOARD MEMBER1 $0$0$0 $01
AKIHIKO WASHINGTON BOARD MEMBER1 $0$0$0 $01
HOWARD WELINSKY BOARD MEMBER1 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $1.2M
NameLocationServicePaid
BLUESPACE INTERIORSYORBA LINDA, CAINTERIOR DESIGN CONSULTANTS$294,464
TTEC DIGITAL LLCMINNEAPOLIS, MNIT AND COMMUNCATIONS SERVICES$267,534
STYSKAL WIESE & MELCHIONE LLPGLENDALE, CALEGAL SERVICES$251,659
SAPPHIRE TRAIL LLCNORTHGLENN, COMARKETING SERVICES$216,562
SALTEE CO LLCPONTE VEDRA, FLADVISORY CONSULTING SERVICES$170,750
2023 · 5 contractors · $1.3M
NameLocationServicePaid
DANIEL L MUELLER DBA THE LAWRENCE COMPANTORRANCE, CAMARKETING SERVICES$475,853
LA QUINTA RESORT AND CLUBLA QUINTA, CAEVENTS SERVICES$269,123
SAPPHIRE TRAIL LLCNORTHGLENN, COMARKETING SERVICES$230,899
SALTEE CO LLCPONTE VEDRA, FLCONSULTING AND COACHING SERVICES$191,100
TTEC DIGITAL LLCMINNEAPOLIS, MNIT AND COMMUNCATIONS SERVICES$134,999
2022 · 5 contractors · $1.3M
NameLocationServicePaid
KURT W KAMPE IIISANTA CLARITA, CALEGAL SERVICES$486,448
ALLIED UNIVERSAL SECURITY SERVICESPASADENA, CASECURITY SERVICES$410,750
LAGUNA CLIFFS MARRIOTT RESORT & SPADANA POINT, CARESORT - LRP VENUE$192,102
MB INTERIM LEADERS LLCIRVINE, CATEMPORARY EMPLOYEES AGENCY$133,560
RSM US LLPCHICAGO, ILCONSULTING$123,439
2021 · 5 contractors · $1.2M
NameLocationServicePaid
CORNERSTONE ADVISORS INCSCOTTSDALE, AZCONSULTING$369,441
ALLIED UNIVERSAL SECURITY SERVICESPASADENA, CASECURITY SERVICES$347,476
STYSKAL WIESE & MELCHIONE LLPGLENDALE, CALEGAL SERVICES$170,335
MB INTERIM LEADERS LLCIRVINE, CATEMPORARY EMPLOYEES AGENCY$161,280
AVTEX SOLUTIONS LLCMINNEAPOLIS, MNCUSTOMER SERVICE EXPERIENCE$127,618
2020 · 5 contractors · $2.8M
NameLocationServicePaid
THE REC LEAGUE LLCPLAYA DEL REY, CAMARKETING AND ADVERTISING$1,040,498
EXCEL SPORTS MANAGEMENT LLCNEW YORK, NYMARKETING AND ADVERTISING$550,730
BLUESPACE INTERIORSYORBA LINDA, CAFURNITURE$450,565
BROW DOWN ENTERPRISE LLCBEVERLY HILLS, CAMARKETING AND ADVERTISING$375,000
ALLIED UNIVERSAL SECURITY SERVICESPASADENA, CASECURITY SERVICES$371,621
2019 · 4 contractors · $1.0M
NameLocationServicePaid
ALLIED UNIVERSAL SECURITY SERVICESPASADENA, CASECURITY SERVICES$447,617
AVTEX SOLUTIONS LLCIRVINE, CAINFORMATION TECHNOLOGY AND SERVICES$257,529
ADRENALINE LLCATLANTA, GABRAND SALES & MARKETING$208,708
THE ACADEMY FOR LEADERSHIP AND TRAININGLOS ANGELES, CAMANAGEMENT CONSULTING$114,800
2018 · 4 contractors · $884K
NameLocationServicePaid
ALLIED UNIVERSAL SECURITY SERVICESPASADENA, CASECURITY SERVICES$412,072
TURNER WARREN HWANG & CONRAD ACBURBANK, CACONSULTING$181,260
PARTNERS IN LEADERSHIP LLCCHICAGO, ILTRAINING$160,331
ONAPPROACH LLCPLYMOUTH, MNDATA SOLUTIONS$130,000
2015 · 4 contractors · $1.4M
NameLocationServicePaid
INNOVATIVE FUNDING SERVICESAUSTIN, TXLOAN SERVICING$586,426
SACCO GROUPOMAHA, NECONSULTING$503,926
TURNER WARREN HWANG & CONRAD ACBURBANK, CAACCOUNTING SERVICES$217,352
KW KAMPE IIISANTA CLARITA, CALEGAL SERVICES$103,488

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 · 1 grant to organizations · $26K

Listed grants add up to $25,930; the return's “grants paid” expense line says $61,469. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 1 grant to organizations · $26K

Listed grants add up to $25,984; the return's “grants paid” expense line says $47,644. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 1 grant to organizations · $8K

Listed grants add up to $7,799; the return's “grants paid” expense line says $27,154. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 2 grants to organizations · $22K

Listed grants add up to $22,500; the return's “grants paid” expense line says $30,158. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 2 grants to organizations · $29K

Listed grants add up to $29,280; the return's “grants paid” expense line says $38,830. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 2 grants to organizations · $26K

Listed grants add up to $26,073; the return's “grants paid” expense line says $38,691. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 1 grant to organizations · $7K

Listed grants add up to $6,952; the return's “grants paid” expense line says $19,788. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

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

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$109,183,254$102,752,796 $2,105,153,292$167,683,773 $0$96,168,025 $4,669,97927718
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$100,298,881$87,655,388 $2,209,711,281$150,923,436 $0$86,560,177 $4,955,83128718
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$79,392,811$61,630,121 $2,110,364,195$122,497,669 $0$68,803,190 $4,552,80532617
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$73,701,401$56,522,507 $2,107,643,635$160,161,983 $0$65,174,656 $3,357,77430018
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$71,658,881$72,484,074 $1,891,651,990$155,344,732 $0$63,142,535 $6,288,83329519
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$74,614,338$61,947,898 $1,613,755,239$152,745,582 $0$62,907,619 $4,996,61532619
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$66,029,396$52,285,341 $1,525,870,785$132,151,639 $0$54,552,153 $3,493,97427519
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$47,230,926$39,424,004 $1,237,809,965$116,282,595 $0$39,467,541 $3,139,81923918
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$42,594,136$36,395,747 $826,651,254$74,861,758 $0$36,561,627 $2,243,13717115

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.

Funders of this organization

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

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CREDIT UNIONS IN THE STATE OF CALIFORNIACANot reported $132,955,752$126,987,488 PRESIDENT/CEO$1,216,927 Similar name, revenue within 2x, same state, similar mission
CREDIT UNIONS IN THE STATE OF CALIFORNIACAW61 $91,952,473$83,243,687 PRESIDENT/CEO$746,083 Similar name, revenue within 2x, same state, similar mission
CREDIT UNIONS IN THE STATE OF CALIFORNIACANot reported $77,851,564$66,075,489 PRESIDENT/CEO$1,415,723 Similar name, revenue within 2x, same state, similar mission
CREDIT UNIONS IN THE STATE OF CALIFORNIACAW61 $110,386,749$104,869,185 PRESIDENT/CEO$637,654 Similar name, revenue within 2x, same state, similar mission
CREDIT UNIONS IN THE STATE OF CALIFORNIACANot reported $167,593,351$145,762,099 CEO$1,797,353 Similar name, revenue within 2x, same state, similar mission
CREDIT UNION OF SOUTHERN CALIFORNIACANot reported $204,857,864$171,198,095 PRESIDENT/CEO$1,572,411 Similar name, revenue within 2x, same state, similar mission
CREDIT UNIONS IN THE STATE OF CALIFORNIACANot 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 CALIFORNIACANot reported $62,813,347$67,067,978 PRESIDENT/CEO$632,891 Similar name, revenue within 2x, same state
CREDIT UNIONS IN THE STATE OF CALIFORNIACANot reported $79,305,678$78,159,129 CEO$610,493 Similar name, revenue within 2x, same state
CREDIT UNIONS IN THE STATE OF CALIFORNIACANot reported $63,347,544$58,535,460 PRESIDENT & CEO$776,000 Similar name, revenue within 2x, same state
CREDIT UNIONS IN THE STATE OF NEW MEXICONMNot reported $68,194,766$65,598,291 PRESIDENT/CE$1,346,452 Similar name, revenue within 2x, similar mission
CREDIT UNIONS IN THE STATE OF WASHINGTONWAZ99 $171,173,971$139,582,450 SR VP/CEO (THRU 7/24)$1,094,737 Similar name, revenue within 2x
CREDIT UNIONS IN THE STATE OF WASHINGTONWANot reported $72,021,440$58,591,167 CEO$904,578 Similar name, revenue within 2x
CREDIT UNIONS IN THE STATE OF WASHINGTONWANot reported $122,675,100$111,921,139 PRESIDENT & CEO$1,127,148 Similar name, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGANMINot reported $62,301,752$48,794,144 CEO$562,965 Similar name, revenue within 2x, similar mission
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGANMINot reported $106,672,065$106,128,097 PRESIDENT/CEO$621,885 Similar name, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF COLORADOCONot reported $97,278,896$93,232,033 PRESIDENT/CEO$782,171 Similar name, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGANMINot reported $146,404,003$135,151,985 CEO AND PRESIDENT$1,392,234 Similar name, revenue within 2x
CREDIT UNIONS IN THE STATE OF WASHINGTONWANot reported $178,242,646$163,923,839 PRESIDENT/CEO$2,397,268 Similar name, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGANMINot reported $103,161,140$91,173,483 CEO$928,640 Similar name, revenue within 2x
CREDIT UNIONS IN THE STATE OF NEW MEXICONMNot reported $70,788,124$64,189,273 PRESIDENT/CEO$711,314 Similar name, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGANMINot reported $62,164,036$59,767,012 CEO$441,056 Similar name, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGANMINot reported $160,612,923$138,734,298 CEO$896,077 Similar name, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGANMINot reported $84,989,667$77,297,519 CEO$1,471,971 Similar name, revenue within 2x
CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGANMINot reported $177,489,649$69,496,099 CEO$1,472,927 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
LAPEER COUNTY COMMUNITY FOUNDATION DAF sponsor$96,4563 12021–2024 CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN
UNIVERSITY OF SOUTHERN CALIFORNIA DAF sponsor$17,5751 12013–2013 CREDIT UNIONS IN THE STATE OF CALIFORNIA
AMERICAN BAPTIST FOUNDATION DAF sponsor$15,5361 12017–2017 CREDIT UNIONS IN THE STATE OF CALIFORNIA
CAPITAL REGION COMMUNITY FOUNDATION DAF sponsor$14,9621 12016–2016 CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN
DESIGN FORWARD ALLIANCE DAF sponsor$8,0001 12024–2024 CREDIT UNIONS IN THE STATE OF
EDWARD CHARLES FOUNDATION DAF sponsor$6,4641 12024–2024 CREDIT UNIONS CHARTERED IN THE STATE OF COLORADO
MANISTEE COUNTY COMMUNITY DAF sponsor$6,4561 12024–2024 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.

2024 · Form 990 · $102,752,796 spent · pay $32,757,791 · grants $61,469 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $35,820,390--- 34.9%
Other salaries and wages $21,754,760--- 21.2%
Office expenses $9,690,762--- 9.4%
Other (as described)PROVISION FOR LOAN & LE $9,378,504--- 9.1%
Pay: officers, directors, trustees, key employees $4,669,979--- 4.5%
Information technology $3,114,819--- 3.0%
Other employee benefits $2,858,116--- 2.8%
Fees: other services $1,932,673--- 1.9%
Payroll taxes $1,775,022--- 1.7%
Pension plan contributions $1,699,914--- 1.7%
Other (as described)MISCELLANEOUS EXPENSES $1,683,781--- 1.6%
Occupancy $1,654,115--- 1.6%
Other (as described)LOAN SERVICING EXPENSE $1,650,861--- 1.6%
Travel $1,479,190--- 1.4%
Advertising and promotion $1,276,749--- 1.2%
Depreciation and depletion $1,135,038--- 1.1%
Other (as described)ATM EXPENSES $379,401--- 0.4%
All other expenses $260,061--- 0.3%
Fees: legal $244,768--- 0.2%
Insurance $151,533--- 0.1%
Fees: accounting $80,891--- 0.1%
Grants to US organizations and governments $51,469--- 0.1%
Grants to US individuals $10,000--- 0.0%
Total$102,752,796100%

View the filing

2023 · Form 990 · $87,655,388 spent · pay $34,211,157 · grants $47,644 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Interest $24,246,085--- 27.7%
Other salaries and wages $22,553,780--- 25.7%
Office expenses $7,793,198--- 8.9%
Pay: officers, directors, trustees, key employees $4,955,831--- 5.7%
Information technology $4,523,466--- 5.2%
Other (as described)PROVISION FOR LOAN & LE $4,469,735--- 5.1%
Other employee benefits $2,868,878--- 3.3%
Fees: other services $2,704,693--- 3.1%
Occupancy $2,065,999--- 2.4%
Payroll taxes $1,941,514--- 2.2%
Pension plan contributions $1,891,154--- 2.2%
Other (as described)LOAN SERVICING EXPENSE $1,830,338--- 2.1%
Other (as described)MISCELLANEOUS EXPENSES $1,377,260--- 1.6%
Depreciation and depletion $1,137,013--- 1.3%
Advertising and promotion $1,121,172--- 1.3%
Travel $1,107,118--- 1.3%
All other expenses $299,685--- 0.3%
Other (as described)ATM EXPENSES $274,462--- 0.3%
Fees: legal $236,681--- 0.3%
Insurance $152,350--- 0.2%
Fees: accounting $57,332--- 0.1%
Grants to US organizations and governments $47,644--- 0.1%
Total$87,655,388100%

View the filing

2022 · Form 990 · $61,630,121 spent · pay $31,003,120 · grants $27,154 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $21,043,509--- 34.1%
Office expenses $6,976,424--- 11.3%
Interest $4,923,381--- 8.0%
Pay: officers, directors, trustees, key employees $4,552,805--- 7.4%
Information technology $4,298,635--- 7.0%
Fees: other services $2,607,035--- 4.2%
Occupancy $2,295,755--- 3.7%
Other employee benefits $2,199,231--- 3.6%
Other (as described)PROVISION FOR LOAN & LE $2,181,870--- 3.5%
Other (as described)LOAN SERVICING EXPENSE $2,166,655--- 3.5%
Payroll taxes $1,761,486--- 2.9%
Depreciation and depletion $1,474,337--- 2.4%
Pension plan contributions $1,446,089--- 2.3%
Other (as described)MISCELLANEOUS EXPENSES $1,187,855--- 1.9%
Advertising and promotion $751,188--- 1.2%
Travel $526,356--- 0.9%
All other expenses $426,141--- 0.7%
Other (as described)ATM EXPENSES $260,224--- 0.4%
Fees: legal $221,152--- 0.4%
Insurance $177,590--- 0.3%
Fees: accounting $125,249--- 0.2%
Grants to US organizations and governments $27,154--- 0.0%
Total$61,630,121100%

View the filing

2021 · Form 990 · $56,522,507 spent · pay $28,111,795 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $19,545,766--- 34.6%
Office expenses $6,236,914--- 11.0%
Information technology $4,004,859--- 7.1%
Interest $3,848,451--- 6.8%
Pay: officers, directors, trustees, key employees $3,357,774--- 5.9%
Other (as described)PROVISION FOR LOAN & LE $2,802,965--- 5.0%
Other (as described)LOAN SERVICING EXPENSE $2,303,273--- 4.1%
Other employee benefits $2,208,470--- 3.9%
Occupancy $2,146,724--- 3.8%
Depreciation and depletion $2,030,668--- 3.6%
Fees: other services $1,835,173--- 3.2%
Payroll taxes $1,661,675--- 2.9%
Pension plan contributions $1,338,110--- 2.4%
Other (as described)MISCELLANEOUS EXPENSES $813,042--- 1.4%
Advertising and promotion $755,516--- 1.3%
Fees: legal $526,920--- 0.9%
Travel $312,642--- 0.6%
Other (as described)ATM EXPENSES $269,581--- 0.5%
Insurance $226,431--- 0.4%
All other expenses $222,602--- 0.4%
Fees: accounting $74,951--- 0.1%
Total$56,522,507100%

View the filing

2020 · Form 990 · $72,484,074 spent · pay $29,119,068 · grants $30,158 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $18,416,359--- 25.4%
Advertising and promotion $7,517,075--- 10.4%
Other (as described)PROVISION FOR LOAN & LE $7,394,941--- 10.2%
Interest $6,475,054--- 8.9%
Pay: officers, directors, trustees, key employees $6,288,833--- 8.7%
Office expenses $5,657,502--- 7.8%
Information technology $2,816,590--- 3.9%
Occupancy $2,784,745--- 3.8%
Fees: other services $2,714,451--- 3.7%
Other (as described)LOAN SERVICING EXPENSE $2,385,199--- 3.3%
Depreciation and depletion $2,349,325--- 3.2%
Other employee benefits $2,333,134--- 3.2%
Payroll taxes $1,547,989--- 2.1%
Other (as described)MISCELLANEOUS EXPENSES $980,860--- 1.4%
Fees: legal $834,001--- 1.2%
Pension plan contributions $532,753--- 0.7%
Travel $380,905--- 0.5%
Insurance $380,423--- 0.5%
Other (as described)ATM EXPENSES $330,581--- 0.5%
All other expenses $245,896--- 0.3%
Fees: accounting $87,300--- 0.1%
Grants to US organizations and governments $30,158--- 0.0%
Total$72,484,074100%

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2019 · Form 990 · $61,947,898 spent · pay $25,814,245 · grants $38,830 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $16,173,192--- 26.1%
Interest $7,169,304--- 11.6%
Office expenses $6,930,740--- 11.2%
Other (as described)PROVISION FOR LOAN & LE $6,289,170--- 10.2%
Pay: officers, directors, trustees, key employees $4,996,615--- 8.1%
Occupancy $2,648,541--- 4.3%
Depreciation and depletion $2,281,847--- 3.7%
Information technology $2,154,094--- 3.5%
Other employee benefits $1,978,370--- 3.2%
Other (as described)LOAN SERVICING EXPENSE $1,952,318--- 3.2%
Fees: other services $1,743,143--- 2.8%
Advertising and promotion $1,530,086--- 2.5%
Payroll taxes $1,525,138--- 2.5%
Other (as described)MISCELLANEOUS EXPENSES $1,201,862--- 1.9%
Pension plan contributions $1,140,930--- 1.8%
Travel $836,855--- 1.4%
Other (as described)ATM EXPENSES $390,556--- 0.6%
Insurance $383,945--- 0.6%
Fees: legal $256,563--- 0.4%
All other expenses $229,899--- 0.4%
Fees: accounting $95,900--- 0.2%
Grants to US organizations and governments $38,830--- 0.1%
Total$61,947,898100%

View the filing

2018 · Form 990 · $52,285,341 spent · pay $20,760,804 · grants $38,691 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $13,172,567--- 25.2%
Office expenses $6,574,686--- 12.6%
Interest $6,044,547--- 11.6%
Other (as described)PROVISION FOR LOAN & LE $5,470,227--- 10.5%
Pay: officers, directors, trustees, key employees $3,493,974--- 6.7%
Occupancy $2,608,458--- 5.0%
Depreciation and depletion $1,826,474--- 3.5%
Other employee benefits $1,799,024--- 3.4%
Other (as described)LOAN SERVICING EXPENSE $1,663,058--- 3.2%
Information technology $1,636,471--- 3.1%
Other (as described)MISCELLANEOUS EXPENSES $1,391,294--- 2.7%
Fees: other services $1,229,259--- 2.4%
Advertising and promotion $1,176,458--- 2.3%
Payroll taxes $1,164,263--- 2.2%
Pension plan contributions $1,130,976--- 2.2%
Travel $689,603--- 1.3%
Insurance $394,998--- 0.8%
Other (as described)ATM EXPENSES $373,063--- 0.7%
Fees: legal $166,748--- 0.3%
All other expenses $152,702--- 0.3%
Fees: accounting $87,800--- 0.2%
Grants to US organizations and governments $38,691--- 0.1%
Total$52,285,341100%

View the filing

2015 · Form 990 · $39,424,004 spent · pay $16,148,743 · grants $19,788 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $9,825,372--- 24.9%
Office expenses $6,621,306--- 16.8%
Interest $4,227,619--- 10.7%
Pay: officers, directors, trustees, key employees $3,139,819--- 8.0%
Other (as described)PROVISION FOR LOAN & LE $2,457,281--- 6.2%
Occupancy $2,008,886--- 5.1%
Other employee benefits $1,442,632--- 3.7%
Advertising and promotion $1,431,260--- 3.6%
Depreciation and depletion $1,097,486--- 2.8%
Other (as described)LOAN SERVICING EXPENSE $1,086,257--- 2.8%
Other (as described)MISCELLANEOUS EXPENSES $1,031,767--- 2.6%
Information technology $947,867--- 2.4%
Payroll taxes $925,563--- 2.3%
Fees: other services $874,272--- 2.2%
Pension plan contributions $815,357--- 2.1%
Travel $452,458--- 1.1%
Other (as described)ATM EXPENSES $412,902--- 1.0%
Insurance $259,452--- 0.7%
Fees: legal $188,195--- 0.5%
All other expenses $109,845--- 0.3%
Fees: accounting $46,050--- 0.1%
Grants to US organizations and governments $19,788--- 0.1%
Fees: management $2,570--- 0.0%
Total$39,424,004100%

View the filing

2010 · Form 990 · $36,395,747 spent · pay $10,980,406 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PROVISION FOR LOAN & LE $6,152,926--- 16.9%
Interest $6,087,931--- 16.7%
Other salaries and wages $5,917,640--- 16.3%
Office expenses $2,806,065--- 7.7%
Pay: officers, directors, trustees, key employees $2,243,137--- 6.2%
Other (as described)VISA AND DEBIT CARD EXP $1,920,010--- 5.3%
Occupancy $1,254,838--- 3.4%
Advertising and promotion $1,254,340--- 3.4%
Depreciation and depletion $1,232,651--- 3.4%
Other employee benefits $1,213,425--- 3.3%
Insurance $1,194,416--- 3.3%
Pension plan contributions $973,698--- 2.7%
Other (as described)NCUSIF STABILIZATION EX $925,626--- 2.5%
Other (as described)ATM EXPENSES $873,728--- 2.4%
Payroll taxes $632,506--- 1.7%
Fees: other services $554,456--- 1.5%
Other (as described)LOAN SERVICING $535,442--- 1.5%
Travel $374,122--- 1.0%
Fees: legal $129,533--- 0.4%
All other expenses $78,385--- 0.2%
Fees: accounting $40,872--- 0.1%
Total$36,395,747100%

View the filing

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