PREMIER AMERICA CREDIT UNION
Cite this
Plain text PREMIER AMERICA CREDIT UNION. furp.org, nonprofit organization profile, tax years 2008–2024. https://furp.org/org/premier-america-credit-union-953442691. Retrieved 2026-11-01.
APA furp.org. (n.d.). PREMIER AMERICA CREDIT UNION [Nonprofit organization profile; tax years 2008–2024]. Retrieved November 1, 2026, from https://furp.org/org/premier-america-credit-union-953442691
MLA “PREMIER AMERICA CREDIT UNION.” furp.org, tax years 2008–2024, https://furp.org/org/premier-america-credit-union-953442691. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2008–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $172.5M · expenses $181.5M · assets $3.40B
- EIN
- 95-3442691
- Address
- 19867 PRAIRIE ST, CHATSWORTH, CA 91311-6504
- Website
- WWW.PREMIERAMERICA.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
A COOPERATIVE ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONGST 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, PREMIER AMERICA CREDIT UNION (THE 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
72 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 |
|---|---|---|---|---|---|
| Rodolfo Pereira | PRESIDENT & CEO | 2017-2024 | $6,182,498 | $18,885,006 | 1 |
| Toni Daniels | CHIEF RISK & COMPLIANCE OFFICER | 2013-2024 | $497,494 | $5,805,699 | 1 |
| Kelly Karren | FINANCIAL ADVISOR | 2017-2024 | $544,830 | $3,123,413 | 1 |
| Ernesto Norona | CHIEF OPERATIONS OFFICER | 2020-2024 | $564,690 | $2,279,509 | 1 |
| Marcia Girardi | CHIEF EXPERIENCE OFFICER | 2021-2024 | $509,014 | $1,724,074 | 1 |
| Anthony Velarde | FINANCIAL ADVISOR | 2021-2024 | $389,616 | $1,336,577 | 1 |
| Ie-Chen Cheng | CHIEF FINANCIAL OFFICER | 2022-2024 | $613,661 | $1,267,164 | 1 |
| David Fitzgerald | CHIEF LENDING OFFICER | 2022-2024 | $461,911 | $1,108,868 | 1 |
| Shelley Tam | CHIEF PEOPLE OFFICER | 2023-2024 | $453,919 | $806,485 | 1 |
| Tamara Scott | VP, RETAIL DELIVER | 2023-2024 | $327,183 | $598,800 | 1 |
| Charles Kim | VP, COMMERCIAL LENDING | 2023-2024 | $295,913 | $559,337 | 1 |
| Ye Su | VP, WEALTH MANAGEMENT | 2024 | $381,579 | $381,579 | 1 |
| Jason Wolkove | CHIEF TECHNOLOGY OFFICER | 2024 | $365,714 | $365,714 | 1 |
| Gary Holmen | DIRECTOR | 2012-2024 | $7,527 | $24,278 | 2 |
| William Cole | DIRECTOR | 2012-2024 | $1,055 | $13,440 | 1 |
| Larry Colson | DIRECTOR | 2010-2024 | $1,478 | $12,204 | 1 |
| Bill Hampel | SECRETARY/TREASURER | 2022-2024 | $5,367 | $12,022 | 1 |
| Larry Martin | DIRECTOR | 2015-2024 | $3,504 | $10,541 | 2 |
| Eric Goldner | DIRECTOR | 2008-2024 | $817 | $9,804 | 1 |
| Eva Gomez | VICE CHAIR | 2020-2024 | $3,853 | $8,844 | 2 |
| Joann Klonowski | CHAIR | 2017-2024 | $500 | $1,595 | 1 |
| Mechelle Best | DIRECTOR | 2022-2024 | $500 | $900 | 1 |
| John M Merlo (former) | FORMER OFFICER | 2008-2018 | $150,442 | $22,469,022 | 1 |
| Marjorie Mcnaught (former) | SENIOR VP, LOAN ADMINISTRATION | 2008-2018 | $619,651 | $12,964,535 | 1 |
| W Brad Cunningham (former) | FORMER CFO | 2010-2022 | $305,598 | $8,753,697 | 1 |
| Lizbeth Condercuri (former) | DIRECTOR, CORPORATION PROJECTS | 2010-2015 | $370,869 | $3,936,623 | 1 |
| Timothy G Paulson (former) | SENIOR VP/CFO | 2008-2010 | $1,635,925 | $3,848,251 | 1 |
| Marjorie Mcnaught Senior Vp (former) | LOAN ADMINISTRATOR | 2019 | $3,846,594 | $3,846,594 | 1 |
| Donna Mcneely (former) | SENIOR VP, MEMBER EXPERIENCE | 2010-2018 | $270,877 | $3,274,478 | 1 |
| Marianne Blitsch (former) | DIRECTOR, COMMUNITY RELATIONS | 2016-2018 | $1,426,224 | $2,835,285 | 1 |
| Glen Chrzas (former) | SENIOR VP, SYSTEMS & TECHNOLOGY | 2012-2018 | $380,623 | $2,170,413 | 1 |
| Thomas Neuhaus (former) | DIRECTOR, COMMUNITY RELATIONS | 2016-2018 | $1,063,521 | $2,149,166 | 1 |
| Lizabeth Condercuri (former) | SENIOR VP, OPERATIONS | 2008 | $2,146,658 | $2,146,658 | 1 |
| James Glynn (former) | DIRECTOR, COMMUNITY RELATIONS | 2016-2018 | $843,372 | $1,705,534 | 1 |
| James Ritter (former) | VP, COMMERCIAL LOAN RELATIONSHIPS | 2008-2019 | $191,202 | $1,701,583 | 1 |
| Janakiramana Yandapalli (former) | CHIEF TECHNOLOGY OFFICER | 2019-2022 | $445,681 | $1,449,443 | 1 |
| Sana Saleh (former) | SENIOR VP, MEMBER SERVICES | 2010-2014 | $288,515 | $1,371,249 | 1 |
| Toni Daniels Senior Vp (former) | CHIEF ADMINISTRATIVE OFFICER | 2019 | $1,191,783 | $1,191,783 | 1 |
| Kelly Karen (former) | INVESTMENT REP/CONSULTANT | 2008-2014 | $187,719 | $1,095,262 | 1 |
| Ernie Celaya (former) | MORTGAGE LOAN OFFICER | 2020-2022 | $359,671 | $1,037,283 | 1 |
| Orlando Duque (former) | MORTGAGE LOAN OFFICER | 2020-2022 | $403,165 | $1,003,470 | 1 |
| Jason Derek Lee (former) | FINANCIAL ADVISOR | 2013-2019 | $256,673 | $904,149 | 1 |
| Kirk Joseph Bowren (former) | DIRECTOR OF SPONSOR RELATIONS | 2014-2016 | $260,161 | $787,460 | 1 |
| Marci Girardi (former) | SENIOR VP, CHIEF EXPERIENCE | 2019-2020 | $387,624 | $596,064 | 1 |
| Jesus Lopez (former) | INVESTMENT REP/CONSULTANT | 2008-2011 | $231,979 | $538,441 | 1 |
| Bill Lortz (former) | VP, SYSTEMS & TECHNOLOGY | 2008-2011 | $159,800 | $476,531 | 1 |
| Robin Acevedo (former) | VP LOANS (P OAKS) | 2015 | $436,224 | $436,224 | 1 |
| Janakirmana Yandapalli (former) | FORMER CHIEF TECH OFFICER | 2023 | $384,099 | $384,099 | 1 |
| Brindon Gardner (former) | MORTGAGE LOAN OFFICER | 2022 | $274,001 | $274,001 | 1 |
| Todd Helmerson (former) | VP, RESIDENTIAL LENDING | 2023 | $248,965 | $248,965 | 1 |
| Kerry Lewis (former) | SENIOR VP, MARKETING | 2008 | $244,666 | $244,666 | 1 |
| Ernesto Norona Senior Vp (former) | CHIEF LOAN OFFICER | 2019 | $244,552 | $244,552 | 1 |
| Steven Barrett (former) | VP, WEALTH MANAGEMENT | 2021 | $244,193 | $244,193 | 1 |
| Renee Johns (former) | VP, RETAIL DELIVERY | 2020 | $217,788 | $217,788 | 1 |
| Monte Bennett (former) | REGIONAL MARKETING REP | 2019 | $215,048 | $215,048 | 1 |
| Caroline St Peter (former) | ASST. MANAGER, COLLECTIONS | 2020 | $208,928 | $208,928 | 1 |
| Linsey Ferro (former) | REGIONAL MARKETING REP | 2019 | $197,143 | $197,143 | 1 |
| Alex Matsumura (former) | FINANCIAL ADVISOR | 2013 | $181,547 | $181,547 | 1 |
| Frank Gluck (former) | VP | 2015 | $178,948 | $178,948 | 1 |
| Rosalinda Marquez (former) | VP, FINANCE/CONTROLLER | 2012 | $143,266 | $143,266 | 1 |
| Michelle James (former) | VP, LENDING | 2008 | $137,347 | $137,347 | 1 |
| Russell Scrivner Jr (former) | VP, AUDIT | 2012 | $129,790 | $129,790 | 1 |
| Michele James (former) | VP, LENDING | 2011 | $127,241 | $127,241 | 1 |
| Roger Lubig (former) | DIRECTOR (THRU JULY 19) | 2008-2019 | $0 | $10,798 | 1 |
| James Andersen (former) | DIRECTOR | 2008-2016 | $835 | $6,275 | 1 |
| S Lawrence Hoke (former) | DIRECTOR (RETIRED 9/30/17) | 2013-2017 | $0 | $2,783 | 1 |
| John De Vere Jr (former) | DIRECTOR | 2016-2022 | $0 | $2,073 | 1 |
| Nancy Chandler (former) | DIRECTOR | 2008-2011 | $0 | $1,703 | 1 |
| Larry Carlson (former) | DIRECTOR | 2008 | $908 | $908 | 1 |
| Kurt Ford (former) | SECRETARY/TREASURER | 2015-2022 | $0 | $871 | 1 |
| John De Vere (former) | DIRECTOR | 2008-2015 | $0 | $757 | 1 |
| Norman L Roberts (former) | VICE CHAIR | 2008-2011 | $0 | $683 | 1 |
Officers and directors, no compensation reported
1 person 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 |
|---|---|---|---|---|---|
| Lawrence S Hoke (former) | DIRECTOR | 2008-2012 | 1 | $0 reported | 1 |
People by year
2024 · 22 people listed · 22 paid, $11.6M · 530 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RODOLFO PEREIRA | PRESIDENT & CEO | 40 | $6,121,092 | $0 | $61,406 | $6,182,498 | 1 |
| IE-CHEN CHENG | CHIEF FINANCIAL OFFICER | 40 | $581,286 | $0 | $32,375 | $613,661 | 1 |
| ERNESTO NORONA | CHIEF OPERATIONS OFFICER | 40 | $496,462 | $0 | $68,228 | $564,690 | 1 |
| KELLY KARREN | FINANCIAL ADVISOR | 40 | $511,165 | $0 | $33,665 | $544,830 | 1 |
| MARCIA GIRARDI | CHIEF EXPERIENCE OFFICER | 40 | $459,511 | $0 | $49,503 | $509,014 | 1 |
| TONI DANIELS | CHIEF RISK & COMPLIANCE OFFICER | 40 | $461,750 | $0 | $35,744 | $497,494 | 1 |
| DAVID FITZGERALD | CHIEF LENDING OFFICER | 40 | $432,007 | $0 | $29,904 | $461,911 | 1 |
| SHELLEY TAM | CHIEF PEOPLE OFFICER | 40 | $385,552 | $0 | $68,367 | $453,919 | 1 |
| ANTHONY VELARDE | FINANCIAL ADVISOR | 40 | $346,546 | $0 | $43,070 | $389,616 | 1 |
| YE SU | VP, WEALTH MANAGEMENT | 40 | $335,384 | $0 | $46,195 | $381,579 | 1 |
| JASON WOLKOVE | CHIEF TECHNOLOGY OFFICER | 40 | $310,860 | $0 | $54,854 | $365,714 | 1 |
| TAMARA SCOTT | VP, RETAIL DELIVER | 40 | $275,901 | $0 | $51,282 | $327,183 | 1 |
| CHARLES KIM | VP, COMMERCIAL LENDING | 40 | $271,452 | $0 | $24,461 | $295,913 | 1 |
| GARY HOLMEN | DIRECTOR | 2 | $7,527 | $0 | $0 | $7,527 | 2 |
| BILL HAMPEL | SECRETARY/TREASURER | 3 | $5,367 | $0 | $0 | $5,367 | 1 |
| EVA GOMEZ | VICE CHAIR | 3 | $3,853 | $0 | $0 | $3,853 | 2 |
| LARRY MARTIN | DIRECTOR | 2 | $3,504 | $0 | $0 | $3,504 | 2 |
| LARRY COLSON | DIRECTOR | 2 | $1,478 | $0 | $0 | $1,478 | 1 |
| WILLIAM COLE | DIRECTOR | 2 | $1,055 | $0 | $0 | $1,055 | 1 |
| ERIC GOLDNER | DIRECTOR | 2 | $817 | $0 | $0 | $817 | 1 |
| JOANN KLONOWSKI | CHAIR | 3 | $500 | $0 | $0 | $500 | 1 |
| MECHELLE BEST | DIRECTOR | 2 | $500 | $0 | $0 | $500 | 1 |
2023 · 22 people listed · 22 paid, $6.7M · 503 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RODOLFO PEREIRA | PRESIDENT & CEO | 40 | $935,197 | $0 | $1,236,179 | $2,171,376 | 1 |
| ERNESTO NORONA | CHIEF OPERATIONS OFFICER | 40 | $405,717 | $0 | $67,249 | $472,966 | 1 |
| IE-CHEN CHENG | CHIEF FINANCIAL OFFICER | 40 | $435,257 | $0 | $35,522 | $470,779 | 1 |
| MARCIA GIRARDI | CHIEF EXPERIENCE OFFICER | 40 | $383,515 | $0 | $50,142 | $433,657 | 1 |
| TONI DANIELS | CHIEF ADMINISTRATIVE OFFICER | 40 | $387,975 | $0 | $44,367 | $432,342 | 1 |
| KELLY KARREN | FINANCIAL ADVISOR | 40 | $389,924 | $0 | $33,397 | $423,321 | 1 |
| JANAKIRMANA YANDAPALLI | FORMER CHIEF TECH OFFICER | 40 | $341,134 | $0 | $42,965 | $384,099 | 1 |
| ANTHONY VELARDE | FINANCIAL ADVISOR | 40 | $314,705 | $0 | $43,294 | $357,999 | 1 |
| DAVID FITZGERALD | CHIEF LENDING OFFICER | 40 | $327,391 | $0 | $30,530 | $357,921 | 1 |
| SHELLEY TAM | CHIEF PEOPLE OFFICER | 40 | $288,197 | $0 | $64,369 | $352,566 | 1 |
| TAMARA SCOTT | VP, RETAIL DELIVER | 40 | $230,181 | $0 | $41,436 | $271,617 | 1 |
| CHARLES KIM | VP, COMMERCIAL LENDING | 40 | $240,550 | $0 | $22,874 | $263,424 | 1 |
| TODD HELMERSON | VP, RESIDENTIAL LENDING | 40 | $220,293 | $0 | $28,672 | $248,965 | 1 |
| GARY HOLMEN | CHAIR | 1 | $3,810 | $0 | $0 | $3,810 | 2 |
| BILL HAMPEL | DIRECTOR | 1 | $3,531 | $0 | $0 | $3,531 | 1 |
| WILLIAM COLE | DIRECTOR | 1 | $3,144 | $0 | $0 | $3,144 | 1 |
| EVA GOMEZ | SECRETARY/TREASURER | 1 | $3,029 | $0 | $0 | $3,029 | 2 |
| LARRY COLSON | DIRECTOR | 1 | $2,559 | $0 | $0 | $2,559 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $2,158 | $0 | $0 | $2,158 | 1 |
| LARRY MARTIN | DIRECTOR | 1 | $2,108 | $0 | $0 | $2,108 | 2 |
| JOANN KLONOWSKI | VICE CHAIR | 1 | $400 | $0 | $0 | $400 | 1 |
| MECHELLE BEST | DIRECTOR | 1 | $400 | $0 | $0 | $400 | 1 |
2022 · 24 people listed · 20 paid, $6.6M · 480 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TONI DANIELS | CHIEF ADMINISTRATIVE OFFICER | 40 | $1,578,356 | $0 | $29,636 | $1,607,992 | 1 |
| RODOLFO PEREIRA | PRESIDENT & CEO | 40 | $995,765 | $0 | $41,515 | $1,037,280 | 1 |
| KELLY KARREN | FINANCIAL ADVISOR | 40 | $485,165 | $0 | $27,378 | $512,543 | 1 |
| ERNESTO NORONA | CHIEF OPERATIONS OFFICER | 40 | $406,905 | $0 | $52,637 | $459,542 | 1 |
| JANAKIRAMANA YANDAPALLI | CHIEF TECHNOLOGY OFFICER | 40 | $403,531 | $0 | $42,150 | $445,681 | 1 |
| MARCIA GIRARDI | CHIEF EXPERIENCE OFFICER | 40 | $372,502 | $0 | $42,080 | $414,582 | 1 |
| ORLANDO DUQUE | MORTGAGE LOAN OFFICER | 40 | $377,670 | $0 | $25,495 | $403,165 | 1 |
| ERNIE CELAYA | MORTGAGE LOAN OFFICER | 40 | $321,730 | $0 | $37,941 | $359,671 | 1 |
| ANTHONY VELARDE | FINANCIAL ADVISOR | 40 | $288,723 | $0 | $35,092 | $323,815 | 1 |
| W BRAD CUNNINGHAM | FORMER CFO | 40 | $291,069 | $0 | $14,529 | $305,598 | 1 |
| DAVID FITZGERALD | CHIEF LENDING OFFICER | 40 | $264,913 | $0 | $24,123 | $289,036 | 1 |
| BRINDON GARDNER | MORTGAGE LOAN OFFICER | 40 | $241,790 | $0 | $32,211 | $274,001 | 1 |
| IE-CHEN CHENG | CHIEF FINANCIAL OFFICER | 40 | $168,762 | $0 | $13,962 | $182,724 | 1 |
| GARY HOLMEN | VICE CHAIR | 1 | $5,512 | $0 | $0 | $5,512 | 2 |
| BILL HAMPEL | DIRECTOR | 1 | $3,124 | $0 | $0 | $3,124 | 1 |
| LARRY MARTIN | DIRECTOR | 1 | $2,211 | $0 | $0 | $2,211 | 2 |
| EVA GOMEZ | DIRECTOR | 1 | $1,962 | $0 | $0 | $1,962 | 2 |
| WILLIAM COLE | CHAIR | 1 | $1,667 | $0 | $0 | $1,667 | 1 |
| LARRY COLSON | DIRECTOR | 1 | $695 | $0 | $0 | $695 | 1 |
| JOANN KLONOWSKI | DIRECTOR | 1 | $695 | $0 | $0 | $695 | 1 |
| MECHELLE BEST | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN DE VERE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KURT FORD | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 20 people listed · 11 paid, $12.6M · 450 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RODOLFO PEREIRA | PRESIDENT & CEO | 40 | $3,537,762 | $0 | $2,708,571 | $6,246,333 | 1 |
| W BRAD CUNNINGHAM | CFO | 40 | $1,736,607 | $0 | $1,399,512 | $3,136,119 | 1 |
| KELLY KARREN | FINANCIAL ADVISOR | 40 | $463,798 | $0 | $24,089 | $487,887 | 1 |
| ERNIE CELAYA | MORTGAGE LOAN OFFICER | 40 | $382,084 | $0 | $33,691 | $415,775 | 1 |
| ERNESTO NORONA | CHIEF LENDING OFFICER | 40 | $346,183 | $0 | $43,360 | $389,543 | 1 |
| JANAKIRAMANA YANDAPALLI | CHIEF TECHNOLOGY OFFICER | 40 | $344,887 | $0 | $33,279 | $378,166 | 1 |
| MARCIA GIRARDI | CHIEF EXPERIENCE OFFICER | 40 | $327,803 | $0 | $39,018 | $366,821 | 1 |
| TONI DANIELS | CHIEF ADMINISTRATIVE OFFIC | 40 | $338,429 | $0 | $27,452 | $365,881 | 1 |
| ORLANDO DUQUE | MORTGAGE LOAN OFFICER | 40 | $277,454 | $0 | $17,680 | $295,134 | 1 |
| ANTHONY VELARDE | FINANCIAL ADVISOR | 40 | $243,204 | $0 | $21,943 | $265,147 | 1 |
| STEVEN BARRETT | VP, WEALTH MANAGEMENT | 40 | $211,184 | $0 | $33,009 | $244,193 | 1 |
| WILLIAM COLE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY HOLMEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KURT FORD | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY COLSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN DE VERE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANN KLONOWSKI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY MARTIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| EVA GOMEZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 20 people listed · 11 paid, $4.3M · 429 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RODOLFO PEREIRA | PRESIDENT & CEO | 40 | $879,730 | $0 | $80,730 | $960,460 | 1 |
| W BRAD CUNNINGHAM | CFO | 40 | $368,246 | $0 | $50,525 | $418,771 | 1 |
| TONI DANIELS | CHIEF ADMINISTRATIVE OFFICER | 40 | $332,238 | $0 | $78,710 | $410,948 | 1 |
| JANAKIRAMANA YANDAPALLI | SENIOR VP, CHIEF TECHNOLOGY OFFICER | 40 | $332,015 | $0 | $65,908 | $397,923 | 1 |
| ERNESTO NORONA | CHIEF LOAN OFFICER | 40 | $324,165 | $0 | $68,603 | $392,768 | 1 |
| MARCI GIRARDI | SENIOR VP, CHIEF EXPERIENCE | 40 | $310,796 | $0 | $76,828 | $387,624 | 1 |
| KELLY KARREN | FINANCIAL ADVISOR | 40 | $265,244 | $0 | $44,029 | $309,273 | 1 |
| ORLANDO DUQUE | MORTGAGE LOAN OFFICER | 40 | $265,189 | $0 | $39,982 | $305,171 | 1 |
| ERNIE CELAYA | MORTGAGE LOAN OFFICER | 40 | $213,673 | $0 | $48,164 | $261,837 | 1 |
| RENEE JOHNS | VP, RETAIL DELIVERY | 40 | $180,932 | $0 | $36,856 | $217,788 | 1 |
| CAROLINE ST PETER | ASST. MANAGER, COLLECTIONS | 40 | $178,762 | $0 | $30,166 | $208,928 | 1 |
| WILLIAM COLE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY HOLMEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KURT FORD | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY COLSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN DE VERE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANN KLONOWSKI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY MARTIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| EVA GOMEZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 21 people listed · 12 paid, $8.2M · 450 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARJORIE MCNAUGHT SENIOR VP | LOAN ADMINISTRATOR | 40 | $3,829,573 | $0 | $17,021 | $3,846,594 | 1 |
| TONI DANIELS SENIOR VP | CHIEF ADMINISTRATIVE OFFICER | 40 | $1,162,166 | $0 | $29,617 | $1,191,783 | 1 |
| RODOLFO PEREIRA | PRESIDENT & CEO | 40 | $931,315 | $0 | $37,091 | $968,406 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $391,346 | $0 | $23,950 | $415,296 | 1 |
| KELLY KARREN | FINANCIAL ADVISOR | 40 | $246,061 | $0 | $30,530 | $276,591 | 1 |
| JASON DEREK LEE | FINANCIAL ADVISOR | 40 | $220,676 | $0 | $35,997 | $256,673 | 1 |
| ERNESTO NORONA SENIOR VP | CHIEF LOAN OFFICER | 40 | $203,150 | $0 | $41,402 | $244,552 | 1 |
| JANAKIRAMANA YANDAPALLI | SENIOR VP, CHIEF TECHNOLOGY OFFICER | 40 | $204,247 | $0 | $23,426 | $227,673 | 1 |
| MONTE BENNETT | REGIONAL MARKETING REP | 40 | $195,056 | $0 | $19,992 | $215,048 | 1 |
| MARCI GIRARDI | SENIOR VP, CHIEF EXPERIENCE OFFICER | 40 | $180,923 | $0 | $27,517 | $208,440 | 1 |
| LINSEY FERRO | REGIONAL MARKETING REP | 40 | $176,741 | $0 | $20,402 | $197,143 | 1 |
| JAMES RITTER | VP, COMMERCIAL LOAN RELATIONSHIPS | 40 | $166,628 | $0 | $24,574 | $191,202 | 1 |
| WILLIAM COLE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY HOLMEN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KURT FORD | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY COLSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN DE VERE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANN KLONOWSKI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROGER LUBIG | DIRECTOR (THRU JULY 19) | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY MARTIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 21 people listed · 12 paid, $7.7M · 584 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARIANNE BLITSCH | DIRECTOR, COMMUNITY RELATIONS | 40 | $1,401,968 | $0 | $24,256 | $1,426,224 | 1 |
| THOMAS NEUHAUS | DIRECTOR, COMMUNITY RELATIONS | 40 | $1,032,422 | $0 | $31,099 | $1,063,521 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $1,010,910 | $0 | $27,287 | $1,038,197 | 1 |
| RODOLFO PEREIRA | PRESIDENT & CEO | 40 | $836,045 | $0 | $46,074 | $882,119 | 1 |
| JAMES GLYNN | DIRECTOR, COMMUNITY RELATIONS | 40 | $816,641 | $0 | $26,731 | $843,372 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LOAN ADMINISTRATION | 40 | $594,487 | $0 | $25,164 | $619,651 | 1 |
| TONI DANIELS | SENIOR VP, OPERATIONS ADMINISTRATION | 40 | $356,822 | $0 | $29,645 | $386,467 | 1 |
| GLEN CHRZAS | SENIOR VP, SYSTEMS & TECHNOLOGY | 40 | $345,615 | $0 | $35,008 | $380,623 | 1 |
| KELLY KARREN | FINANCIAL ADVISOR | 40 | $299,931 | $0 | $28,808 | $328,739 | 1 |
| DONNA MCNEELY | SENIOR VP, MEMBER EXPERIENCE | 40 | $254,677 | $0 | $16,200 | $270,877 | 1 |
| JASON DEREK LEE | FINANCIAL ADVISOR | 40 | $232,880 | $0 | $32,327 | $265,207 | 1 |
| JOHN M MERLO | FORMER OFFICER | 0 | $150,442 | $0 | $0 | $150,442 | 1 |
| LARRY COLSON | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM COLE | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY HOLMEN | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN DE VERE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KURT FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY MARTIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROGER LUBIG | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANN KLONOWSKI | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 22 people listed · 18 paid, $7.4M · 396 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARJORIE MCNAUGHT | SENIOR VP, LOAN ADMINISTRATION | 40 | $584,932 | $0 | $1,258,312 | $1,843,244 | 1 |
| JOHN M MERLO | PRESIDENT & CEO (RETIRED 4/30/17) | 40 | $707,110 | $0 | $28,279 | $735,389 | 1 |
| MARIANNE BLITSCH | DIRECTOR, COMMUNITY RELATIONS | 40 | $284,886 | $0 | $422,247 | $707,133 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $379,599 | $0 | $272,875 | $652,474 | 1 |
| DONNA MCNEELY | SENIOR VP, MEMBER EXPERIENCE | 40 | $380,706 | $0 | $223,356 | $604,062 | 1 |
| THOMAS NEUHAUS | DIRECTOR OF COMMUNITY RELATIONS | 40 | $224,663 | $0 | $315,664 | $540,327 | 1 |
| TONI DANIELS | SENIOR VP, OPERATIONS ADMINISTRATION | 40 | $337,994 | $0 | $195,260 | $533,254 | 1 |
| GLEN CHRZAS | SENIOR VP, SYSTEMS & TECHNOLOGY | 40 | $327,227 | $0 | $164,969 | $492,196 | 1 |
| RODOLFO PEREIRA | PRESIDENT & CEO | 40 | $409,383 | $0 | $27,151 | $436,534 | 1 |
| JAMES GLYNN | DIRECTOR FOR COMMUNITY RELATIONS | 40 | $180,011 | $0 | $248,324 | $428,335 | 1 |
| KELLY KARREN | FINANCIAL ADVISOR | 40 | $214,641 | $0 | $25,588 | $240,229 | 1 |
| JASON DEREK LEE | FINANCIAL ADVISOR | 40 | $189,926 | $0 | $26,358 | $216,284 | 1 |
| ROGER LUBIG | DIRECTOR | 1 | $1,901 | $0 | $0 | $1,901 | 1 |
| GARY HOLMEN | SECRETARY/TREASURER | 1 | $1,454 | $0 | $0 | $1,454 | 2 |
| LARRY MARTIN | DIRECTOR | 1 | $1,117 | $0 | $0 | $1,117 | 2 |
| LARRY COLSON | CHAIR | 1 | $950 | $0 | $0 | $950 | 1 |
| WILLIAM COLE | VICE CHAIR | 1 | $935 | $0 | $0 | $935 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $39 | $0 | $0 | $39 | 1 |
| JOHN DE VERE JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KURT FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| S LAWRENCE HOKE | DIRECTOR (RETIRED 9/30/17) | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANN KLONOWSKI | DIRECTOR (EFFECTIVE 10/1/17) | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 21 people listed · 20 paid, $15.5M · 365 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN M MERLO | PRESIDENT & CEO | 40 | $7,300,376 | $0 | $38,566 | $7,338,942 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LENDING & COLLECTIONS | 40 | $3,054,054 | $0 | $880,888 | $3,934,942 | 1 |
| MARIANNE BLITSCH | DIRECTOR, COMMUNITY RELATIONS | 40 | $290,306 | $0 | $411,622 | $701,928 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $373,250 | $0 | $238,507 | $611,757 | 1 |
| DONNA MCNEELY | SENIOR VP, INVESTMENTS & INSURANCE SERVICES | 40 | $370,858 | $0 | $183,080 | $553,938 | 1 |
| THOMAS NEUHAUS | DIRECTOR OF COMMUNITY RELATIONS | 40 | $238,014 | $0 | $307,304 | $545,318 | 1 |
| TONI DANIELS | SENIOR VP, ADMINISTRATION | 40 | $327,295 | $0 | $166,922 | $494,217 | 1 |
| JAMES GLYNN | DIRECTOR FOR COMMUNITY RELATIONS | 40 | $192,666 | $0 | $241,161 | $433,827 | 1 |
| GLEN CHRZAS | SENIOR VP, SYSTEMS & TECHNOLOGY | 40 | $276,581 | $0 | $90,491 | $367,072 | 1 |
| KIRK JOSEPH BOWREN | DIRECTOR OF SPONSOR RELATIONS | 40 | $246,962 | $0 | $13,199 | $260,161 | 1 |
| JAMES RITTER | VP, COMMERCIAL LOAN SERVICES | 40 | $196,421 | $0 | $34,132 | $230,553 | 1 |
| JOHN DE VERE JR | DIRECTOR | 1 | $2,073 | $0 | $0 | $2,073 | 1 |
| LARRY COLSON | CHAIR | 1 | $2,021 | $0 | $0 | $2,021 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $1,979 | $0 | $0 | $1,979 | 1 |
| GARY HOLMEN | SECRETARY/TREASURER | 1 | $1,739 | $0 | $0 | $1,739 | 2 |
| LARRY MARTIN | DIRECTOR | 1 | $1,601 | $0 | $0 | $1,601 | 2 |
| ROGER LUBIG | DIRECTOR | 1 | $1,585 | $0 | $0 | $1,585 | 1 |
| WILLIAM COLE | VICE CHAIR | 1 | $1,543 | $0 | $0 | $1,543 | 1 |
| KURT FORD | DIRECTOR | 1 | $871 | $0 | $0 | $871 | 1 |
| JAMES ANDERSEN | DIRECTOR | 1 | $835 | $0 | $0 | $835 | 1 |
| S LAWRENCE HOKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 20 people listed · 17 paid, $6.3M · 382 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN M MERLO | PRESIDENT/CEO | 40 | $891,802 | $0 | $1,198,999 | $2,090,801 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LENDING & COLLECTIONS | 40 | $566,676 | $0 | $580,737 | $1,147,413 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $363,993 | $0 | $205,998 | $569,991 | 1 |
| DONNA MCNEELY | SENIOR VP, INVESTMENTS & INSURANCE SVCS | 40 | $340,054 | $0 | $145,983 | $486,037 | 1 |
| TONI DANIELS | SENIOR VP, ADMINISTRATION | 40 | $315,850 | $0 | $148,260 | $464,110 | 1 |
| ROBIN ACEVEDO | VP LOANS (P OAKS) | 40 | $434,491 | $0 | $1,733 | $436,224 | 1 |
| LIZBETH CONDERCURI | DIRECTOR, CORPORATION PROJECTS | 40 | $360,221 | $0 | $10,648 | $370,869 | 1 |
| KIRK JOSEPH BOWREN | DIRECTOR OF SPONSOR RELATIONS | 40 | $291,538 | $0 | $29,404 | $320,942 | 1 |
| GLEN CHRZAS | VP, SYSTEMS & TECHNOLOGY | 40 | $225,394 | $0 | $30,582 | $255,976 | 1 |
| FRANK GLUCK | VP | 40 | $170,427 | $0 | $8,521 | $178,948 | 1 |
| ROGER LUBIG | DIRECTOR | 1 | $910 | $0 | $0 | $910 | 1 |
| ERIC GOLDNER | CHAIR | 1 | $909 | $0 | $0 | $909 | 1 |
| JAMES ANDERSEN | DIRECTOR | 1 | $630 | $0 | $0 | $630 | 1 |
| WILLIAM COLE | SECRETARY/TREASURER | 1 | $499 | $0 | $0 | $499 | 1 |
| GARY HOLMEN | DIRECTOR | 1 | $492 | $0 | $0 | $492 | 2 |
| S LAWRENCE HOKE | DIRECTOR | 1 | $198 | $0 | $0 | $198 | 1 |
| LARRY COLSON | VICE CHAIR | 1 | $116 | $0 | $0 | $116 | 1 |
| JOHN DE VERE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KURT FORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY MARTIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 19 people listed · 17 paid, $6.5M · 296 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN M MERLO | PRESIDENT/CEO | 40 | $902,776 | $0 | $1,346,235 | $2,249,011 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LENDING & COLLECTIONS | 40 | $582,808 | $0 | $983,055 | $1,565,863 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $367,146 | $0 | $89,007 | $456,153 | 1 |
| DONNA MCNEELY | SENIOR VP, INVESTMENTS & INSURANCE SERVICES | 40 | $326,838 | $0 | $59,399 | $386,237 | 1 |
| TONI DANIELS | SENIOR VP, ADMINISTRATION | 40 | $317,958 | $0 | $61,940 | $379,898 | 1 |
| SANA SALEH | SENIOR VP, MEMBER SERVICES | 40 | $280,828 | $0 | $7,687 | $288,515 | 1 |
| LIZBETH CONDERCURI | DIRECTOR, CORPORATION PROJECTS | 40 | $265,199 | $0 | $9,776 | $274,975 | 1 |
| GLEN CHRZAS | VP, SYSTEMS & TECHNOLOGY | 40 | $224,307 | $0 | $25,027 | $249,334 | 1 |
| JAMES RITTER | VP, COMMERCIAL LOAN SERVICES | 40 | $176,170 | $0 | $31,385 | $207,555 | 1 |
| KIRK JOSEPH BOWREN | DIRECTOR OF SPONSOR RELATIONS | 40 | $180,476 | $0 | $25,881 | $206,357 | 1 |
| KELLY KAREN | INVESTMENT REP/CONSULTANT | 40 | $169,797 | $0 | $17,922 | $187,719 | 1 |
| GARY HOLMEN | DIRECTOR | 1 | $1,057 | $0 | $0 | $1,057 | 2 |
| JAMES ANDERSEN | DIRECTOR | 1 | $1,034 | $0 | $0 | $1,034 | 1 |
| LARRY COLSON | VICE CHAIR | 1 | $926 | $0 | $0 | $926 | 1 |
| ROGER LUBIG | DIRECTOR | 1 | $907 | $0 | $0 | $907 | 1 |
| WILLIAM COLE | SECRETARY/TREASURER | 1 | $801 | $0 | $0 | $801 | 1 |
| ERIC GOLDNER | CHAIR | 1 | $687 | $0 | $0 | $687 | 1 |
| S LAWRENCE HOKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN DE VERE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 20 people listed · 19 paid, $8.9M · 283 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN M MERLO | PRESIDENT/CEO | 40 | $4,162,553 | $0 | $1,167,845 | $5,330,398 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LENDING & COLLECTIONS | 40 | $494,575 | $0 | $632,350 | $1,126,925 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $312,747 | $0 | $37,418 | $350,165 | 1 |
| SANA SALEH | SENIOR VP, MEMBER SERVICES | 40 | $302,141 | $0 | $10,490 | $312,631 | 1 |
| DONNA MCNEELY | SENIOR VP, INVESTMENTS & INSURANCE SERVICES | 40 | $269,446 | $0 | $26,083 | $295,529 | 1 |
| JAMES RITTER | VP, COMMERCIAL LOAN SERVICES | 40 | $206,659 | $0 | $44,644 | $251,303 | 1 |
| TONI DANIELS | SENIOR VP, ADMINISTRATION | 40 | $219,782 | $0 | $13,314 | $233,096 | 1 |
| GLEN CHRZAS | VP, SYSTEMS & TECHNOLOGY | 40 | $194,757 | $0 | $31,464 | $226,221 | 1 |
| LIZBETH CONDERCURI | SENIOR VP, CORP SERVICES | 40 | $208,080 | $0 | $8,457 | $216,537 | 1 |
| ALEX MATSUMURA | FINANCIAL ADVISOR | 40 | $155,194 | $0 | $26,353 | $181,547 | 1 |
| KELLY KAREN | INVESTMENT REP/CONSULTANT | 40 | $156,283 | $0 | $21,551 | $177,834 | 1 |
| JASON LEE | FINANCIAL ADVISOR | 40 | $139,120 | $0 | $26,865 | $165,985 | 1 |
| JAMES ANDERSEN | DIRECTOR | 1 | $3,056 | $0 | $0 | $3,056 | 1 |
| WILLIAM COLE | SECRETARY/TREASURER | 1 | $2,773 | $0 | $0 | $2,773 | 1 |
| ROGER LUBIG | DIRECTOR | 1 | $2,760 | $0 | $0 | $2,760 | 1 |
| LARRY COLSON | VICE CHAIR | 1 | $2,711 | $0 | $0 | $2,711 | 1 |
| GARY HOLMEN | DIRECTOR | 1 | $2,687 | $0 | $0 | $2,687 | 2 |
| S LAWRENCE HOKE | DIRECTOR | 1 | $2,585 | $0 | $0 | $2,585 | 1 |
| ERIC GOLDNER | CHAIR | 1 | $2,303 | $0 | $0 | $2,303 | 1 |
| JOHN DE VERE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 19 people listed · 14 paid, $4.4M · 309 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN M MERLO | PRESIDENT/CEO | 40 | $721,163 | $0 | $832,652 | $1,553,815 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LENDING | 40 | $451,890 | $0 | $355,649 | $807,539 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $286,935 | $0 | $38,275 | $325,210 | 1 |
| LIZBETH CONDERCURI | SENIOR VP, OPERATIONS | 40 | $274,472 | $0 | $14,360 | $288,832 | 1 |
| SANA SALEH | SENIOR VP, MEMBER SERVICES | 40 | $273,091 | $0 | $11,526 | $284,617 | 1 |
| DONNA MCNEELY | SENIOR VP, INVESTMENT/INSU | 40 | $252,216 | $0 | $25,614 | $277,830 | 1 |
| GLEN CHRZAS | VP, SYSTEMS & TECHNOLOGY | 40 | $176,951 | $0 | $22,040 | $198,991 | 1 |
| JAMES RITTER | VP & MGR, BUSINESS SERVICE | 40 | $171,901 | $0 | $26,167 | $198,068 | 1 |
| KELLY KAREN | INVESTMENT REP/CONSULTANT | 40 | $135,631 | $0 | $24,540 | $160,171 | 1 |
| ROSALINDA MARQUEZ | VP, FINANCE/CONTROLLER | 40 | $129,719 | $0 | $13,547 | $143,266 | 1 |
| RUSSELL SCRIVNER JR | VP, AUDIT | 40 | $121,110 | $0 | $8,680 | $129,790 | 1 |
| WILLIAM COLE | DIRECTOR | 1 | $1,023 | $0 | $0 | $1,023 | 1 |
| ROGER LUBIG | DIRECTOR | 1 | $837 | $0 | $0 | $837 | 1 |
| JAMES ANDERSEN | DIRECTOR | 1 | $720 | $0 | $0 | $720 | 1 |
| JOHN DE VERE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GOLDNER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY COLSON | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| LAWRENCE S HOKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY HOLMEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2011 · 19 people listed · 13 paid, $5.7M · 266 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LIZBETH CONDERCURI | SENIOR VP, OPERATIONS | 40 | $2,045,936 | $0 | $18,531 | $2,064,467 | 1 |
| JOHN M MERLO | PRESIDENT/CEO | 1 | $546,881 | $0 | $639,534 | $1,186,415 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LENDING | 40 | $354,847 | $0 | $396,010 | $750,857 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP, CFO | 40 | $254,714 | $0 | $31,659 | $286,373 | 1 |
| DONNA MCNEELY | SENIOR VP, INVESTMENT/INSURANCE | 40 | $222,204 | $0 | $32,063 | $254,267 | 1 |
| SANA SALEH | SENIOR VP, MEMBER SERVICES | 40 | $238,214 | $0 | $10,017 | $248,231 | 1 |
| JESUS LOPEZ | INVESTMENT REP/CONSULTANT | 40 | $215,953 | $0 | $16,026 | $231,979 | 1 |
| JAMES RITTER | VP & MGR, BUSINESS SERVICES | 40 | $198,665 | $0 | $11,979 | $210,644 | 1 |
| KELLY KAREN | INVESTMENT REP/CONSULTANT | 40 | $190,965 | $0 | $16,344 | $207,309 | 1 |
| BILL LORTZ | VP, SYSTEMS & TECHNOLOGY | 40 | $150,319 | $0 | $9,481 | $159,800 | 1 |
| MICHELE JAMES | VP, LENDING | 40 | $122,179 | $0 | $5,062 | $127,241 | 1 |
| LARRY COLSON | DIRECTOR | 1 | $748 | $0 | $0 | $748 | 1 |
| ROGER LUBIG | DIRECTOR | 1 | $711 | $0 | $0 | $711 | 1 |
| JOHN DE VERE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| NORMAN L ROBERTS | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GOLDNER | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES ANDERSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LAWRENCE S HOKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| NANCY CHANDLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 19 people listed · 13 paid, $4.5M · 276 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TIMOTHY G PAULSON | SENIOR VP/CFO | 40 | $1,629,764 | $0 | $6,161 | $1,635,925 | 1 |
| LIZBETH CONDERCURI | SENIOR VP, OPERATIONS | 40 | $319,853 | $0 | $401,090 | $720,943 | 1 |
| JOHN M MERLO | PRESIDENT/CEO | 40 | $500,506 | $0 | $52,601 | $553,107 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LENDING/TECHNOL | 40 | $352,984 | $0 | $31,811 | $384,795 | 1 |
| SANA SALEH | SENIOR VP, MEMBER SERVICES | 40 | $230,481 | $0 | $6,774 | $237,255 | 1 |
| W BRAD CUNNINGHAM | SENIOR VP/CFO | 40 | $176,098 | $0 | $11,495 | $187,593 | 1 |
| JESUS LOPEZ | INVESTMENT REP/CONSULTANT | 40 | $160,456 | $0 | $15,023 | $175,479 | 1 |
| KELLY KAREN | INVESTMENT REP/CONSULTANT | 40 | $159,464 | $0 | $14,535 | $173,999 | 1 |
| JAMES RITTER | VP & MGR, BUSINESS SERVICES | 40 | $161,651 | $0 | $10,803 | $172,454 | 1 |
| DONNA MCNEELY | VP, INSURANCE & INVESTMENT SALES | 40 | $144,355 | $0 | $1,346 | $145,701 | 1 |
| BILL LORTZ | VP, SYSTEMS & TECHNOLOGY | 40 | $136,104 | $0 | $9,243 | $145,347 | 1 |
| NORMAN L ROBERTS | VICE-CHAIR | 1 | $683 | $0 | $0 | $683 | 1 |
| NANCY CHANDLER | DIRECTOR | 1 | $601 | $0 | $0 | $601 | 1 |
| JOHN DE VERE | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC GOLDNER | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY COLSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROGER LUBIG | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES ANDERSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LAWRENCE S HOKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2008 · 18 people listed · 15 paid, $7.5M · 280 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TIMOTHY G PAULSON | SENIOR VP/CFO | 40 | $1,673,622 | $0 | $538,704 | $2,212,326 | 1 |
| LIZABETH CONDERCURI | SENIOR VP, OPERATIONS | 40 | $1,677,499 | $0 | $469,159 | $2,146,658 | 1 |
| JOHN M MERLO | PRESIDENT/CEO | 40 | $604,176 | $0 | $676,526 | $1,280,702 | 1 |
| MARJORIE MCNAUGHT | SENIOR VP, LENDING & TEC | 40 | $410,127 | $0 | $373,179 | $783,306 | 1 |
| KERRY LEWIS | SENIOR VP, MARKETING | 40 | $228,811 | $0 | $15,855 | $244,666 | 1 |
| JAMES RITTER | VP/MGMR BUS SERVICES | 40 | $221,140 | $0 | $18,664 | $239,804 | 1 |
| KELLY KAREN | INVESTMENT REP/CONSULTAN | 40 | $173,035 | $0 | $15,195 | $188,230 | 1 |
| BILL LORTZ | VP, SYSTEMS & TECH | 40 | $161,354 | $0 | $10,030 | $171,384 | 1 |
| MICHELLE JAMES | VP, LENDING | 40 | $132,437 | $0 | $4,910 | $137,347 | 1 |
| JESUS LOPEZ | INVESTMENT REP/CONSULTAN | 40 | $118,487 | $0 | $12,496 | $130,983 | 1 |
| ROGER LUBIG | DIRECTOR | 1 | $1,187 | $0 | $0 | $1,187 | 1 |
| NANCY CHANDLER | CHAIR | 1 | $1,102 | $0 | $0 | $1,102 | 1 |
| ERIC GOLDNER | DIRECTOR | 1 | $912 | $0 | $0 | $912 | 1 |
| LARRY CARLSON | DIRECTOR | 1 | $908 | $0 | $0 | $908 | 1 |
| JOHN DE VERE | VICE CHAIR | 1 | $757 | $0 | $0 | $757 | 1 |
| NORMAN L ROBERTS | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES ANDERSEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LAWRENCE S HOKE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $6.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Q2 SOFTWARE INC | AUSTIN, TX | ONLINE BANKING | $2,045,644 |
| JACK HENRY AND ASSOCIATES | MONETT, MO | DATA PROCESSING | $1,294,343 |
| SALESFORCECOM | CAROL STREAM, IL | CRM | $1,111,525 |
| VIRTUAL MARKETING LLC | CHICAGO, IL | ADVERTISING/MARKETING | $1,006,236 |
| COOK SECURITY GROUP INC | PORTLAND, OR | ADVERTISING/MARKETING | $769,053 |
2023 · 5 contractors · $6.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| Q2 SOFTWARE INC | AUSTIN, TX | ONLINE BANKING | $2,094,838 |
| AXELLIANT LLC | TORRANCE, CA | DATA PROCESSING/CONSULTING | $1,385,463 |
| JACK HENRY AND ASSOCIATES | MONETT, MO | DATA PROCESSING | $1,124,628 |
| STRUM AGENCY | SEATTLE, WA | ADVERTISING/MARKETING | $957,554 |
| THE UNIVERSITY CORPORATION | NORTHRIDGE, CA | ADVERTISING/MARKETING | $739,709 |
2022 · 5 contractors · $7.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| AXELLIANT LLC | TORRANCE, CA | DATA PROCESSING/CONSULTING | $1,868,621 |
| Q2 SOFTWARE INC | AUSTIN, TX | ONLINE BANKING | $1,721,129 |
| STRUM AGENCY | SEATTLE, WA | ADVERTISING/MARKETING | $1,584,380 |
| JACK HENRY AND ASSOCIATES | MONETT, MO | DATA PROCESSING | $1,015,661 |
| THE UNIVERSITY CORPORATION | NORTHRIDGE, CA | ADVERTISING/MARKETING | $907,750 |
2021 · 5 contractors · $5.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,237,722 |
| AXELLIANT LLC | TORRANCE, CA | DATA PROCESSING/CONSULTING | $1,225,300 |
| STRUM AGENCY | SEATTLE, WA | ADVERTISING/MARKETING | $1,084,750 |
| CU ENGAGE LLC | ST PETERSBURG, FL | CONSULTING | $907,750 |
| JACK HENRY AND ASSOCIATES | MONETT, MO | DATA PROCESSING | $829,724 |
2020 · 5 contractors · $5.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| NTR CONSTRUCTION | CANOGA PARK, CA | CONSTRUCTION | $1,751,794 |
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,262,877 |
| AXELLIANT LLC | TORRANCE, CA | DATA PROCESSING/CONSULTING | $1,208,683 |
| JACK HENRY AND ASSOCIATES | MONETT, MO | DATA PROCESSING | $861,674 |
| ROBERT HALF INTERNATIONAL INC | SAN RAMON, CA | CONSULTING/TEMP SERVICES | $588,617 |
2019 · 5 contractors · $3.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,271,578 |
| JACK HENRY AND ASSOCIATES | MONETT, MO | DATA PROCESSING | $1,119,702 |
| CU ENGAGE LLC | ST PETERSBURG, FL | CONSULTING | $549,449 |
| FINANCIAL STATEMENT SERVICE INC | SANTA ANA, CA | STATEMENT PRINTING/MAILING | $512,330 |
| XO COMMUNICATION A VERIZON COMPANY | ALBANY, NY | COMMUNICATIONS | $441,118 |
2018 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCR CORPORATION | LOS ANGELES, CA | ONLINE BANKING | $1,074,782 |
| FINANCIAL TECHNOLOGY SOLUTIONS INTL INC | MONROVIA, CA | ATM SERVICING | $927,860 |
| FINANCIAL STATEMENT SERVICE INC | SANTA ANA, CA | STATEMENT PRINTING/MAILING | $506,043 |
| CAM SERVICES | CULVER CITY, CA | CLEANING/JANITORIAL SERVICES | $372,762 |
| NTR CONSTRUCTION CO | CANOGA PARK, CA | OFFICE AND BRANCH REMODELS | $264,886 |
2017 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| NTR CONSTRUCTION CO | CANOGA PARK, CA | OFFICE AND BRANCH REMODELS | $1,148,051 |
| MENEMSHA DEVELOPMENT GROUP INC DBA MENE | TORRENCE, CA | HOUSTON BRANCH BUILD OUT | $489,627 |
| FINANCIAL STATEMENT SERVICE INC | SANTA ANA, CA | STATEMENT PRINTING/MAILING | $468,006 |
| STARNET DATA DESIGN INC | WESTLAKE, CA | PHONE/IT EQUIPMENT AND SERVICE/MAINTENAN | $405,996 |
| CAM SERVICES | CULVER CITY, CA | CLEANING/JANITORIAL SERVICES | $373,299 |
2016 · 5 contractors · $4.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| NTR CONSTRUCTION CO | CANOGA PARK, CA | OFFICE AND BRANCH REMODELS | $2,047,651 |
| ROYAL STAFFING AGENCY | SHERMAN OAKS, CA | TEMPORARY EMPLOYEES | $572,301 |
| STARNET DATA DESIGN INC | WESTLAKE, CA | PHONE & IT EQUIPMENT/NETWORK SERVICE & M | $543,321 |
| FINANCIAL STATEMENT SERVICE INC | SANTA ANA, CA | STATEMENT PRINTING/MAILING | $508,104 |
| XO COMMUNICATIONS SERVICES LLC | HERNDON, VA | DISASTER RECOVERY SERVICES/HOTSITE | $398,469 |
2015 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| NTR CONSTRUCTION CO | CANOGA PARK, CA | OFFICE AND BRANCH REMODELS | $716,076 |
| STARNET DATA DESIGN INC | WESTLAKE, CA | PHONE/NETWORK SERVICE & MAINTENANCE | $604,034 |
| ROYAL STAFFING AGENCY | SHERMAN OAKS, CA | TEMPORARY EMPLOYEES | $483,632 |
| XO COMMUNICATIONS SERVICES LLC | HERNDON, VA | DISASTER RECOVERY SERVICES/HOTSITE | $346,531 |
| FINANCIAL STATEMENT SERVICE INC | SANTA ANA, CA | STATEMENT PRINTING/MAILING | $332,520 |
2014 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| NTR CONSTRUCTION CO INC | CANOGA PARK, CA | OFFICE AND BRANCH REMODELS | $924,810 |
| STARNET DATA DESIGN INC | WESTLAKE, CA | PHONE/NETWORK SERVICE & MAINTENANCE | $387,224 |
| FINANCIAL STATEMENT SERVICE INC | SANTA ANA, CA | STATEMENT PRINTING/MAILING | $322,634 |
| MP PRINTING & DIGITAL GRAPHICS | PANORAMA CITY, CA | PRINTING SERVICES | $303,996 |
| BLUE SPIRE INC | MINNEAPOLIS, MN | MARKET RESEARCH/CONSULTING | $230,535 |
2013 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| NTR CONSTRUCTION CO INC | OFFICE AND BRANCH REMODELS | $825,386 | |
| STARNET DATA DESIGN INC | PHONE/NETWORK SERVICE & MAINTENANCE | $501,227 | |
| FINANCIAL STATEMENT SERVICE INC | STATEMENT PRINTING/MAILING | $417,048 | |
| MCGLADREY LLP | AUDIT SERVICES | $267,892 | |
| CAM SERVICES | JANITORIAL/CLEANING SERVICE | $157,511 |
2012 · 5 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| INTUIT CORPORATION | WOODLAND HILLS, CA | HOME BANKING SERVICE PROVIDER | $832,763 |
| THE MEMBERS GROUP | DES MOINES, IA | CREDIT AND DEBIT CARD PROCESSING | $718,162 |
| FINANCIAL TECHNOLOGY SOLUTIONS INC | MONROVIA, CA | SALE AND INSTALLATION OF ATM MACHINES | $696,248 |
| FIDELITY NATIONAL INFORMATION SERVICES | MAITLAND, FL | CORE SYSTEM MAINTENANCE & SUPPORT | $648,696 |
| NTR CONSTRUCTION CO INC | CANOGA PARK, CA | BRANCHES & OFFICE CONSTRUCTION | $421,005 |
2011 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| DIGITAL INSIGHT AN INTUIT COMPANY | CALABASAS, CA | HOME BANKING SERVICE PROVIDER | $747,092 |
| ANTHEM BLUE CROSS | LOS ANGELES, CA | EMPLOYEE HEALTH PLAN | $710,550 |
| KAISER FOUNDATION HEALTH PLAN INC | LOS ANGELES, CA | EMPLOYEE HEALTH PLAN | $557,608 |
| FINANCIAL STATEMENT SERVICES INC | CITY OF INDUSTRY, CA | ACCOUNT STATEMENT PRINTING/MAILING | $368,042 |
| FIDELITY NATIONAL INFORMATION SERVICES | MAITLAND, FL | CORE SYSTEM MAINTENANCE & SUPPORT | $360,234 |
2010 · 5 contractors · $3.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHUM BLUE CROSS | LOS ANGELES, CA | EMPLOYEE HEALTH INSURANCE | $769,440 |
| FIDELITY NATIONAL INFORMATION SERVICES | MAITLAND, FL | CORE COMPUTER SYSTEM & SUPPORT | $637,031 |
| DIGITAL INSIGHT AN INTUIT COMPANY | CALABASAS, CA | HOMEBANKING SERVICE PROVIDER | $614,298 |
| THE MEMBERS GROUP (TMG) | DES MOINES, IA | DEBIT/CREDIT CARD SERVICES PROCESSOR | $586,737 |
| KAISER FOUNDATION HEALTH PLAN | LOS ANGELES, CA | EMPLOYEE HEALTH INSURANCE | $494,134 |
2008 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| FIDELITY NATIONAL INFORMATION SERVICES | MAITLAND, FL | CORE COMPUTER SYSTEM AND SUPPORT | $1,413,238 |
| STARNET DATA DESIGN INC | WESTLAKE VILLAGE, CA | CORE SYS CONVERSION EQUIP/TECH SUPPORT | $753,897 |
| DIGITAL INSIGHT | CALABASAS, CA | HOME BANKING SYSTEM & MAINTENANCE | $687,484 |
| BLUE SHIELD OF CALIFORNIA | LOS ANGELES, CA | EMPLOYEE HEALTH INSURANCE | $559,508 |
| KAISER FOUNDATION HEALTH PLAN INC | LOS ANGELES, CA | EMPLOYEE HEALTH INSURANCE | $428,505 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 13 grants to organizations · $325K
Listed grants add up to $325,150; the return's “grants paid” expense line says $462,112. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 12 grants to organizations · $326K
Listed grants add up to $325,950; the return's “grants paid” expense line says $430,424. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 6 grants to organizations · $193K
Listed grants add up to $193,400; the return's “grants paid” expense line says $322,066. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 8 grants to organizations · $158K
Listed grants add up to $158,095; the return's “grants paid” expense line says $231,494. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 3 grants to organizations · $62K
Listed grants add up to $62,500; the return's “grants paid” expense line says $139,758. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 2 grants to organizations · $22K
Listed grants add up to $22,038; the return's “grants paid” expense line says $40,730. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 1 grant to organizations · $16K
Listed grants add up to $16,500; the return's “grants paid” expense line says $127,021. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 7 grants to organizations · $52K
Listed grants add up to $52,320; the return's “grants paid” expense line says $125,764. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 3 grants to organizations · $33K
Listed grants add up to $33,250; the return's “grants paid” expense line says $81,137. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $172,505,825 | $181,541,379 | $3,396,098,525 | $306,912,516 | $0 | $148,718,106 | $9,673,502 | 530 | 13 |
| 2023 · Form 990 | ||||||||
| $158,602,721 | $150,631,543 | $3,473,374,773 | $309,971,928 | $0 | $145,203,719 | $5,096,842 | 503 | 13 |
| 2022 · Form 990 | ||||||||
| $127,070,331 | $109,818,679 | $3,773,072,753 | $295,822,400 | $0 | $119,143,288 | $4,452,704 | 480 | 15 |
| 2021 · Form 990 | ||||||||
| $107,505,968 | $91,505,540 | $3,406,612,540 | $312,867,160 | $0 | $100,652,858 | $6,844,780 | 450 | 15 |
| 2020 · Form 990 | ||||||||
| $111,058,082 | $104,615,610 | $3,211,246,372 | $305,676,339 | $0 | $105,352,667 | $2,984,664 | 429 | 12 |
| 2019 · Form 990 | ||||||||
| $116,675,456 | $97,229,006 | $2,832,715,240 | $297,294,096 | $0 | $104,892,424 | $7,111,398 | 450 | 12 |
| 2018 · Form 990 | ||||||||
| $101,444,902 | $77,869,057 | $2,673,451,881 | $277,523,418 | $0 | $92,962,640 | $3,580,984 | 584 | 12 |
| 2017 · Form 990 | ||||||||
| $86,901,807 | $65,497,955 | $2,467,069,812 | $253,606,291 | $0 | $80,701,656 | $4,081,862 | 396 | 14 |
| 2016 · Form 990 | ||||||||
| $83,114,661 | $61,337,530 | $2,289,454,177 | $232,578,231 | $0 | $77,662,192 | $12,468,624 | 365 | 14 |
| 2015 · Form 990 | ||||||||
| $73,378,182 | $58,505,135 | $2,147,511,074 | $210,752,105 | $0 | $69,069,751 | $5,835,838 | 382 | 16 |
| 2014 · Form 990 | ||||||||
| $64,065,817 | $43,804,468 | $1,718,277,920 | $167,976,386 | $0 | $59,354,863 | $3,051,621 | 296 | 13 |
| 2013 · Form 990 | ||||||||
| $54,323,593 | $40,775,049 | $1,519,729,084 | $142,876,844 | $0 | $48,413,432 | $6,153,226 | 283 | 10 |
| 2012 · Form 990 | ||||||||
| $60,597,008 | $50,230,837 | $1,468,527,192 | $129,359,027 | $0 | $49,843,365 | $2,398,971 | 309 | 5 |
| 2011 · Form 990 | ||||||||
| $55,975,214 | $49,450,432 | $1,314,991,753 | $119,153,940 | $0 | $53,443,849 | $3,868,079 | 266 | 5 |
| 2010 · Form 990 | ||||||||
| $65,250,982 | $62,376,498 | $1,300,705,890 | $112,470,217 | $0 | $61,877,013 | $3,349,055 | 276 | 5 |
| 2008 · Form 990 | ||||||||
| $77,979,555 | $82,853,415 | $1,454,057,321 | $111,180,742 | $0 | $82,330,880 | $4,745,174 | 280 | 13 |
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.
- PREMIER AMERICA FOUNDATION Chatsworth, CA · 3 people in common (Eva Gomez, Gary Holmen, Larry Martin) · related organization (Schedule R)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| CREDIT UNION OF AMERICA | KS | Not reported | $112,083,414 | $99,705,800 | CEO | $1,268,417 | Similar name, revenue within 2x |
| CORPORATE AMERICA CREDIT UNION | AL | Not reported | $247,648,664 | $212,886,783 | PRESIDENT/CEO | $1,386,149 | Similar name, revenue within 2x, similar mission |
| AMERICU CREDIT UNION | NY | Not reported | $194,418,282 | $178,899,595 | PRESIDENT/CEO | $871,858 | Similar name, revenue within 2x |
| NUMERICA CREDIT UNION | WA | Not reported | $255,238,984 | $222,712,246 | PRESIDENT/CEO | $1,063,097 | Similar name, revenue within 2x |
| AMERICAN FIRST CREDIT UNION | CA | Not reported | $62,518,082 | $57,711,196 | CEO/PRESIDENT | $712,288 | Similar name, revenue within 5x, same state, similar mission |
| PREMIERONE CREDIT UNION | CA | Not reported | $36,239,784 | $30,892,424 | PRESIDENT/CEO | $677,131 | Similar name, revenue within 5x, same state |
| COMMUNITYAMERICA CREDIT UNION | KS | Not reported | $361,798,331 | $320,650,140 | CHIEF EXECUTIVE OFFICER | $12,692,088 | Similar name, revenue within 5x |
| 1ST MIDAMERICA CREDIT UNION | IL | Not reported | $66,844,817 | $59,092,699 | President/CEO | $1,815,914 | Similar name, revenue within 5x |
| MID AMERICAN CREDIT UNION | KS | Not reported | $35,516,412 | $31,919,443 | PRESIDENT/CEO | $605,702 | Similar name, revenue within 5x |
| AMERICAS CREDIT UNION | TX | Not reported | $23,506,529 | $22,081,018 | CEO | $650,228 | Similar name, revenue within 10x |
| PREMIER CREDIT UNION | IA | Not reported | $22,406,373 | $20,422,076 | CEO | $318,629 | Similar name, revenue within 10x |
| PREMIER COMMUNITY CREDIT UNION | CA | Not reported | $1,328,009 | $1,554,222 | CEO | $54,082 | Similar name, revenue differs more than 10x, same state, similar mission |
| SAFEAMERICA CREDIT UNION | CA | Not reported | $2,028,946 | $4,637,585 | CONTROLLER | $77,232 | Similar name, revenue differs more than 10x, same state |
| Lutheran Credit Union of America | CA | Not reported | $1,258,706 | $1,346,089 | President/CEO | $96,468 | Similar name, revenue differs more than 10x, same state |
| AMERICAN PRIDE CREDIT UNION | PA | Not reported | $1,031,850 | $692,862 | RETIRED 7124 MGRCEO | $70,028 | Similar name, revenue differs more than 10x, similar mission |
| AMERICAN CREDIT UNION | WI | Not reported | $1,375,018 | $2,066,062 | Exec Director / CEO | $95,941 | Similar name, revenue differs more than 10x, similar mission |
| PREMIER CREDIT UNION | IL | Not reported | $5,717,485 | $4,874,193 | CEO | $236,848 | Similar name, revenue differs more than 10x |
| PREMIER FINANCIAL CREDIT UNION | WI | Not reported | $7,193,606 | $5,394,587 | PRESIDENT/CEO | $204,507 | Similar name, revenue differs more than 10x |
| Price Credit Union | WI | Not reported | $294,509 | $749,861 | Vice President | $17,282 | Similar name, revenue differs more than 10x |
| LUSO-AMERICAN CREDIT UNION | MA | Not reported | $6,037,220 | $4,866,802 | Assistant Treasurer/ Manager | $169,989 | Similar name, revenue differs more than 10x |
| PREMIER SERVICES CREDIT UNION | UT | Not reported | $371,900 | $382,954 | Chairman | $0 | Similar name, revenue differs more than 10x |
| FREDERICA CREDIT UNION | GA | Not reported | $2,586,852 | $4,429,598 | CEO | $129,329 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
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 · $181,541,379 spent · pay $50,835,296 · grants $462,112 · events $485,858
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | DIVIDENDS PAID TO MEMBE | $82,499,006 | - | - | - | 45.4% |
| Other salaries and wages | $33,237,213 | - | - | - | 18.3% | |
| Office expenses | $10,706,461 | - | - | - | 5.9% | |
| Interest | $10,525,363 | - | - | - | 5.8% | |
| Pay: officers, directors, trustees, key employees | $9,673,502 | - | - | - | 5.3% | |
| Advertising and promotion | $5,917,291 | - | - | - | 3.3% | |
| Information technology | $5,550,257 | - | - | - | 3.1% | |
| Occupancy | $3,958,450 | - | - | - | 2.2% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $3,030,829 | - | - | - | 1.7% |
| Other employee benefits | $2,965,032 | - | - | - | 1.6% | |
| Payroll taxes | $2,940,427 | - | - | - | 1.6% | |
| Fees: other services | $2,222,532 | - | - | - | 1.2% | |
| Pension plan contributions | $2,019,122 | - | - | - | 1.1% | |
| All other expenses | $1,727,025 | - | - | - | 1.0% | |
| Depreciation and depletion | $1,220,995 | - | - | - | 0.7% | |
| Fees: accounting | $580,119 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $485,858 | - | - | - | 0.3% | |
| Fees: legal | $479,905 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $462,112 | - | - | - | 0.3% | |
| Travel | $439,703 | - | - | - | 0.2% | |
| Royalties | $346,628 | - | - | - | 0.2% | |
| Insurance | $294,348 | - | - | - | 0.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $216,000 | - | - | - | 0.1% |
| Other (as described) | TAX EXPENSE | $43,201 | - | - | - | 0.0% |
| Total | $181,541,379 | 100% |
2023 · Form 990 · $150,631,543 spent · pay $46,947,267 · grants $430,424 · events $551,541
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | DIVIDENDS PAID TO MEMBE | $48,154,694 | - | - | - | 32.0% |
| Other salaries and wages | $34,646,027 | - | - | - | 23.0% | |
| Interest | $14,951,663 | - | - | - | 9.9% | |
| Office expenses | $10,046,322 | - | - | - | 6.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $5,340,000 | - | - | - | 3.5% |
| Pay: officers, directors, trustees, key employees | $5,096,842 | - | - | - | 3.4% | |
| Advertising and promotion | $5,087,764 | - | - | - | 3.4% | |
| Information technology | $4,324,891 | - | - | - | 2.9% | |
| Occupancy | $3,622,228 | - | - | - | 2.4% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $3,025,749 | - | - | - | 2.0% |
| Payroll taxes | $2,808,307 | - | - | - | 1.9% | |
| Other employee benefits | $2,782,893 | - | - | - | 1.8% | |
| Fees: other services | $2,139,295 | - | - | - | 1.4% | |
| All other expenses | $2,013,437 | - | - | - | 1.3% | |
| Pension plan contributions | $1,613,198 | - | - | - | 1.1% | |
| Depreciation and depletion | $1,500,890 | - | - | - | 1.0% | |
| Conferences, conventions and meetings | $551,541 | - | - | - | 0.4% | |
| Travel | $522,720 | - | - | - | 0.3% | |
| Fees: accounting | $514,348 | - | - | - | 0.3% | |
| Fees: legal | $469,174 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $430,424 | - | - | - | 0.3% | |
| Other (as described) | INCOME TAX EXPENSE | $370,767 | - | - | - | 0.2% |
| Royalties | $352,044 | - | - | - | 0.2% | |
| Insurance | $266,325 | - | - | - | 0.2% | |
| Total | $150,631,543 | 100% |
2022 · Form 990 · $109,818,679 spent · pay $43,634,318 · grants $322,066 · events $312,533
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $31,214,348 | - | - | - | 28.4% | |
| Other (as described) | DIVIDENDS PAID TO MEMBE | $19,800,716 | - | - | - | 18.0% |
| Office expenses | $9,169,259 | - | - | - | 8.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $7,350,000 | - | - | - | 6.7% |
| Advertising and promotion | $5,235,593 | - | - | - | 4.8% | |
| Interest | $4,646,292 | - | - | - | 4.2% | |
| Information technology | $4,489,611 | - | - | - | 4.1% | |
| Pay: officers, directors, trustees, key employees | $4,452,704 | - | - | - | 4.1% | |
| Occupancy | $3,497,717 | - | - | - | 3.2% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $3,382,305 | - | - | - | 3.1% |
| Payroll taxes | $3,016,831 | - | - | - | 2.7% | |
| Pension plan contributions | $2,688,871 | - | - | - | 2.4% | |
| Fees: other services | $2,529,169 | - | - | - | 2.3% | |
| Other employee benefits | $2,261,564 | - | - | - | 2.1% | |
| Depreciation and depletion | $1,550,972 | - | - | - | 1.4% | |
| All other expenses | $1,491,195 | - | - | - | 1.4% | |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $668,034 | - | - | - | 0.6% |
| Travel | $410,000 | - | - | - | 0.4% | |
| Fees: accounting | $397,136 | - | - | - | 0.4% | |
| Fees: legal | $368,615 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $322,066 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $312,533 | - | - | - | 0.3% | |
| Royalties | $307,869 | - | - | - | 0.3% | |
| Insurance | $255,279 | - | - | - | 0.2% | |
| Total | $109,818,679 | 100% |
2021 · Form 990 · $91,505,540 spent · pay $37,525,756 · grants $231,494 · events $224,388
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $23,482,235 | - | - | - | 25.7% | |
| Benefits paid to members | $16,514,743 | - | - | - | 18.0% | |
| Office expenses | $8,092,772 | - | - | - | 8.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $8,012,205 | - | - | - | 8.8% |
| Pay: officers, directors, trustees, key employees | $6,844,780 | - | - | - | 7.5% | |
| Information technology | $4,654,801 | - | - | - | 5.1% | |
| Occupancy | $3,344,622 | - | - | - | 3.7% | |
| Pension plan contributions | $3,284,176 | - | - | - | 3.6% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $2,986,122 | - | - | - | 3.3% |
| Fees: other services | $2,513,118 | - | - | - | 2.7% | |
| Advertising and promotion | $2,280,123 | - | - | - | 2.5% | |
| Payroll taxes | $2,074,810 | - | - | - | 2.3% | |
| Other employee benefits | $1,839,755 | - | - | - | 2.0% | |
| Depreciation and depletion | $1,576,339 | - | - | - | 1.7% | |
| All other expenses | $1,019,322 | - | - | - | 1.1% | |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $837,723 | - | - | - | 0.9% |
| Fees: accounting | $507,396 | - | - | - | 0.6% | |
| Fees: legal | $359,856 | - | - | - | 0.4% | |
| Royalties | $304,996 | - | - | - | 0.3% | |
| Insurance | $241,517 | - | - | - | 0.3% | |
| Grants to US organizations and governments | $231,494 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $224,388 | - | - | - | 0.2% | |
| Travel | $155,287 | - | - | - | 0.2% | |
| Other (as described) | GOODWILL AMORTIZATION | $122,960 | - | - | - | 0.1% |
| Total | $91,505,540 | 100% |
2020 · Form 990 · $104,615,610 spent · pay $34,109,025 · grants $139,758 · events $161,246
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $30,847,587 | - | - | - | 29.5% | |
| Other salaries and wages | $24,529,926 | - | - | - | 23.4% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $15,513,818 | - | - | - | 14.8% |
| Office expenses | $5,626,762 | - | - | - | 5.4% | |
| Information technology | $3,830,827 | - | - | - | 3.7% | |
| Occupancy | $3,433,276 | - | - | - | 3.3% | |
| Pension plan contributions | $3,043,348 | - | - | - | 2.9% | |
| Pay: officers, directors, trustees, key employees | $2,984,664 | - | - | - | 2.9% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $2,717,372 | - | - | - | 2.6% |
| Fees: other services | $2,229,261 | - | - | - | 2.1% | |
| Other employee benefits | $1,906,648 | - | - | - | 1.8% | |
| Depreciation and depletion | $1,722,668 | - | - | - | 1.6% | |
| Payroll taxes | $1,644,439 | - | - | - | 1.6% | |
| Advertising and promotion | $1,385,871 | - | - | - | 1.3% | |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $863,807 | - | - | - | 0.8% |
| All other expenses | $641,311 | - | - | - | 0.6% | |
| Fees: accounting | $496,159 | - | - | - | 0.5% | |
| Royalties | $220,542 | - | - | - | 0.2% | |
| Fees: legal | $213,453 | - | - | - | 0.2% | |
| Insurance | $188,736 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $161,246 | - | - | - | 0.2% | |
| Travel | $151,171 | - | - | - | 0.1% | |
| Grants to US organizations and governments | $139,758 | - | - | - | 0.1% | |
| Other (as described) | GOODWILL AMORTIZATION | $122,960 | - | - | - | 0.1% |
| Total | $104,615,610 | 100% |
2019 · Form 990 · $97,229,006 spent · pay $31,849,063 · grants $40,730 · events $176,073
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $36,148,287 | - | - | - | 37.2% | |
| Other salaries and wages | $17,850,669 | - | - | - | 18.4% | |
| Office expenses | $8,351,998 | - | - | - | 8.6% | |
| Pay: officers, directors, trustees, key employees | $7,111,398 | - | - | - | 7.3% | |
| Information technology | $3,559,281 | - | - | - | 3.7% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $3,186,062 | - | - | - | 3.3% |
| Pension plan contributions | $3,163,042 | - | - | - | 3.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $3,000,000 | - | - | - | 3.1% |
| Occupancy | $2,972,230 | - | - | - | 3.1% | |
| Payroll taxes | $1,994,977 | - | - | - | 2.1% | |
| Depreciation and depletion | $1,880,770 | - | - | - | 1.9% | |
| Other employee benefits | $1,728,977 | - | - | - | 1.8% | |
| Fees: other services | $1,499,021 | - | - | - | 1.5% | |
| Advertising and promotion | $1,356,173 | - | - | - | 1.4% | |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $911,826 | - | - | - | 0.9% |
| All other expenses | $608,111 | - | - | - | 0.6% | |
| Fees: accounting | $481,553 | - | - | - | 0.5% | |
| Travel | $450,246 | - | - | - | 0.5% | |
| Royalties | $232,360 | - | - | - | 0.2% | |
| Fees: legal | $210,616 | - | - | - | 0.2% | |
| Insurance | $182,906 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $176,073 | - | - | - | 0.2% | |
| Other (as described) | GOODWILL AMORTIZATION | $122,960 | - | - | - | 0.1% |
| Grants to US organizations and governments | $40,730 | - | - | - | 0.0% | |
| Fees: lobbying | $8,740 | - | - | - | 0.0% | |
| Total | $97,229,006 | 100% |
2018 · Form 990 · $77,869,057 spent · pay $32,173,469 · grants $127,021 · events $356,019
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $19,849,805 | - | - | - | 25.5% | |
| Benefits paid to members | $19,611,506 | - | - | - | 25.2% | |
| Office expenses | $7,632,929 | - | - | - | 9.8% | |
| Pension plan contributions | $4,013,633 | - | - | - | 5.2% | |
| Information technology | $3,741,811 | - | - | - | 4.8% | |
| Pay: officers, directors, trustees, key employees | $3,580,984 | - | - | - | 4.6% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $3,358,539 | - | - | - | 4.3% |
| Payroll taxes | $2,835,880 | - | - | - | 3.6% | |
| Occupancy | $2,737,046 | - | - | - | 3.5% | |
| Depreciation and depletion | $2,030,668 | - | - | - | 2.6% | |
| Other employee benefits | $1,893,167 | - | - | - | 2.4% | |
| Advertising and promotion | $1,612,155 | - | - | - | 2.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,200,000 | - | - | - | 1.5% |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $960,341 | - | - | - | 1.2% |
| All other expenses | $655,201 | - | - | - | 0.8% | |
| Fees: accounting | $432,660 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $356,019 | - | - | - | 0.5% | |
| Travel | $304,236 | - | - | - | 0.4% | |
| Fees: other services | $257,472 | - | - | - | 0.3% | |
| Royalties | $213,344 | - | - | - | 0.3% | |
| Insurance | $186,343 | - | - | - | 0.2% | |
| Fees: legal | $144,618 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $127,021 | - | - | - | 0.2% | |
| Other (as described) | GOODWILL AMORTIZATION | $122,960 | - | - | - | 0.2% |
| Fees: lobbying | $10,719 | - | - | - | 0.0% | |
| Total | $77,869,057 | 100% |
2017 · Form 990 · $65,497,955 spent · pay $28,502,688 · grants $125,764 · events $329,982
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $18,876,182 | - | - | - | 28.8% | |
| Benefits paid to members | $13,170,092 | - | - | - | 20.1% | |
| Office expenses | $6,989,785 | - | - | - | 10.7% | |
| Pay: officers, directors, trustees, key employees | $4,081,862 | - | - | - | 6.2% | |
| Information technology | $3,501,698 | - | - | - | 5.3% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $2,712,417 | - | - | - | 4.1% |
| Occupancy | $2,649,131 | - | - | - | 4.0% | |
| Pension plan contributions | $2,264,824 | - | - | - | 3.5% | |
| Depreciation and depletion | $1,956,478 | - | - | - | 3.0% | |
| Advertising and promotion | $1,896,528 | - | - | - | 2.9% | |
| Other employee benefits | $1,747,698 | - | - | - | 2.7% | |
| Payroll taxes | $1,532,122 | - | - | - | 2.3% | |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $1,007,117 | - | - | - | 1.5% |
| All other expenses | $725,837 | - | - | - | 1.1% | |
| Fees: legal | $375,719 | - | - | - | 0.6% | |
| Fees: accounting | $351,352 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $329,982 | - | - | - | 0.5% | |
| Travel | $319,365 | - | - | - | 0.5% | |
| Insurance | $212,536 | - | - | - | 0.3% | |
| Royalties | $201,443 | - | - | - | 0.3% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $200,000 | - | - | - | 0.3% |
| Fees: other services | $126,016 | - | - | - | 0.2% | |
| Grants to US organizations and governments | $125,764 | - | - | - | 0.2% | |
| Other (as described) | GOODWILL AMORTIZATION | $122,960 | - | - | - | 0.2% |
| Interest | $11,047 | - | - | - | 0.0% | |
| Travel or entertainment for public officials | $10,000 | - | - | - | 0.0% | |
| Total | $65,497,955 | 100% |
2016 · Form 990 · $61,337,530 spent · pay $27,295,602 · grants $81,137 · events $389,284
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $12,468,624 | - | - | - | 20.3% | |
| Benefits paid to members | $11,121,642 | - | - | - | 18.1% | |
| Other salaries and wages | $9,250,591 | - | - | - | 15.1% | |
| Office expenses | $7,472,198 | - | - | - | 12.2% | |
| Other employee benefits | $4,069,292 | - | - | - | 6.6% | |
| Information technology | $3,257,029 | - | - | - | 5.3% | |
| Occupancy | $2,582,154 | - | - | - | 4.2% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $2,349,410 | - | - | - | 3.8% |
| Depreciation and depletion | $1,645,789 | - | - | - | 2.7% | |
| Advertising and promotion | $1,520,660 | - | - | - | 2.5% | |
| Payroll taxes | $1,492,100 | - | - | - | 2.4% | |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $1,052,153 | - | - | - | 1.7% |
| All other expenses | $782,906 | - | - | - | 1.3% | |
| Fees: legal | $474,948 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $389,284 | - | - | - | 0.6% | |
| Fees: accounting | $319,636 | - | - | - | 0.5% | |
| Travel | $284,265 | - | - | - | 0.5% | |
| Royalties | $203,773 | - | - | - | 0.3% | |
| Insurance | $193,341 | - | - | - | 0.3% | |
| Fees: other services | $175,950 | - | - | - | 0.3% | |
| Other (as described) | GOODWILL AMORTIZATION | $122,960 | - | - | - | 0.2% |
| Grants to US organizations and governments | $81,137 | - | - | - | 0.1% | |
| Pension plan contributions | $14,995 | - | - | - | 0.0% | |
| Interest | $7,193 | - | - | - | 0.0% | |
| Travel or entertainment for public officials | $5,500 | - | - | - | 0.0% | |
| Total | $61,337,530 | 100% |
2015 · Form 990 · $58,505,135 spent · pay $27,899,819 · grants $0 · events $284,690
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $18,363,863 | - | - | - | 31.4% | |
| Benefits paid to members | $9,355,790 | - | - | - | 16.0% | |
| Office expenses | $6,823,792 | - | - | - | 11.7% | |
| Pay: officers, directors, trustees, key employees | $5,835,838 | - | - | - | 10.0% | |
| Information technology | $3,222,737 | - | - | - | 5.5% | |
| Occupancy | $2,049,309 | - | - | - | 3.5% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $2,013,899 | - | - | - | 3.4% |
| Other employee benefits | $1,799,394 | - | - | - | 3.1% | |
| Advertising and promotion | $1,751,959 | - | - | - | 3.0% | |
| Payroll taxes | $1,360,591 | - | - | - | 2.3% | |
| Depreciation and depletion | $1,217,425 | - | - | - | 2.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,200,000 | - | - | - | 2.1% |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $726,748 | - | - | - | 1.2% |
| All other expenses | $642,454 | - | - | - | 1.1% | |
| Pension plan contributions | $540,133 | - | - | - | 0.9% | |
| Fees: other services | $317,355 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $284,690 | - | - | - | 0.5% | |
| Fees: accounting | $240,774 | - | - | - | 0.4% | |
| Travel | $203,677 | - | - | - | 0.3% | |
| Insurance | $195,255 | - | - | - | 0.3% | |
| Royalties | $125,337 | - | - | - | 0.2% | |
| Other (as described) | GOODWILL AMORTIZATION | $122,960 | - | - | - | 0.2% |
| Fees: legal | $110,029 | - | - | - | 0.2% | |
| Interest | $1,126 | - | - | - | 0.0% | |
| Total | $58,505,135 | 100% |
2014 · Form 990 · $43,804,468 spent · pay $20,380,742 · grants $0 · events $290,331
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $13,553,914 | - | - | - | 30.9% | |
| Benefits paid to members | $7,660,765 | - | - | - | 17.5% | |
| Office expenses | $5,252,858 | - | - | - | 12.0% | |
| Pay: officers, directors, trustees, key employees | $3,051,621 | - | - | - | 7.0% | |
| Other employee benefits | $2,360,957 | - | - | - | 5.4% | |
| Information technology | $2,309,699 | - | - | - | 5.3% | |
| Occupancy | $1,629,008 | - | - | - | 3.7% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $1,543,858 | - | - | - | 3.5% |
| Advertising and promotion | $1,520,340 | - | - | - | 3.5% | |
| Payroll taxes | $1,111,716 | - | - | - | 2.5% | |
| Depreciation and depletion | $889,146 | - | - | - | 2.0% | |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $449,057 | - | - | - | 1.0% |
| Other (as described) | MISCELLANEOUS OPERATING | $437,991 | - | - | - | 1.0% |
| Fees: legal | $407,791 | - | - | - | 0.9% | |
| Pension plan contributions | $302,534 | - | - | - | 0.7% | |
| Conferences, conventions and meetings | $290,331 | - | - | - | 0.7% | |
| Fees: other services | $282,935 | - | - | - | 0.6% | |
| Fees: accounting | $253,774 | - | - | - | 0.6% | |
| Insurance | $183,848 | - | - | - | 0.4% | |
| Travel | $173,375 | - | - | - | 0.4% | |
| Royalties | $126,703 | - | - | - | 0.3% | |
| Other (as described) | GOODWILL AMORTIZATION | $10,247 | - | - | - | 0.0% |
| Travel or entertainment for public officials | $2,000 | - | - | - | 0.0% | |
| Total | $43,804,468 | 100% |
2013 · Form 990 · $40,775,049 spent · pay $18,410,817 · grants $0 · events $278,549
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $8,638,550 | - | - | - | 21.2% | |
| Benefits paid to members | $6,938,839 | - | - | - | 17.0% | |
| Pay: officers, directors, trustees, key employees | $6,153,226 | - | - | - | 15.1% | |
| Office expenses | $4,925,653 | - | - | - | 12.1% | |
| Information technology | $2,914,595 | - | - | - | 7.1% | |
| Other employee benefits | $2,254,796 | - | - | - | 5.5% | |
| Occupancy | $1,359,903 | - | - | - | 3.3% | |
| Other (as described) | LOAN PROCESSING EXPENSE | $1,333,537 | - | - | - | 3.3% |
| Payroll taxes | $1,040,254 | - | - | - | 2.6% | |
| Other (as described) | NCUA CORPORATE STABILIZ | $1,026,240 | - | - | - | 2.5% |
| Depreciation and depletion | $722,623 | - | - | - | 1.8% | |
| Advertising and promotion | $664,323 | - | - | - | 1.6% | |
| All other expenses | $479,404 | - | - | - | 1.2% | |
| Other (as described) | CORE DEPOSIT PREMIUM AM | $394,629 | - | - | - | 1.0% |
| Fees: legal | $391,669 | - | - | - | 1.0% | |
| Pension plan contributions | $323,991 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $278,549 | - | - | - | 0.7% | |
| Insurance | $262,606 | - | - | - | 0.6% | |
| Fees: accounting | $232,040 | - | - | - | 0.6% | |
| Fees: other services | $198,265 | - | - | - | 0.5% | |
| Travel | $134,935 | - | - | - | 0.3% | |
| Royalties | $106,422 | - | - | - | 0.3% | |
| Total | $40,775,049 | 100% |
2012 · Form 990 · $50,230,837 spent · pay $18,488,976 · grants $0 · events $212,543
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $12,178,215 | - | - | - | 24.2% | |
| Benefits paid to members | $7,310,315 | - | - | - | 14.6% | |
| Interest | $5,113,227 | - | - | - | 10.2% | |
| Office expenses | $4,876,545 | - | - | - | 9.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $3,600,000 | - | - | - | 7.2% |
| Information technology | $3,106,173 | - | - | - | 6.2% | |
| Pay: officers, directors, trustees, key employees | $2,398,971 | - | - | - | 4.8% | |
| Other (as described) | LOAN SERVICING EXPENSE | $1,775,536 | - | - | - | 3.5% |
| Pension plan contributions | $1,566,261 | - | - | - | 3.1% | |
| Occupancy | $1,405,252 | - | - | - | 2.8% | |
| Other employee benefits | $1,279,301 | - | - | - | 2.5% | |
| Other (as described) | NCUA CORPORATE STABILIZ | $1,235,284 | - | - | - | 2.5% |
| Payroll taxes | $1,066,228 | - | - | - | 2.1% | |
| All other expenses | $665,151 | - | - | - | 1.3% | |
| Depreciation and depletion | $581,534 | - | - | - | 1.2% | |
| Other (as described) | EDUCATIONAL & PROMOTION | $581,249 | - | - | - | 1.2% |
| Fees: legal | $379,258 | - | - | - | 0.8% | |
| Fees: other services | $371,392 | - | - | - | 0.7% | |
| Conferences, conventions and meetings | $212,543 | - | - | - | 0.4% | |
| Fees: accounting | $186,800 | - | - | - | 0.4% | |
| Insurance | $174,275 | - | - | - | 0.3% | |
| Royalties | $96,649 | - | - | - | 0.2% | |
| Travel | $70,678 | - | - | - | 0.1% | |
| Total | $50,230,837 | 100% |
2011 · Form 990 · $49,450,432 spent · pay $16,686,832 · grants $0 · events $211,480
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $9,634,877 | - | - | - | 19.5% | |
| Benefits paid to members | $7,897,052 | - | - | - | 16.0% | |
| Interest | $5,795,681 | - | - | - | 11.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $4,800,000 | - | - | - | 9.7% |
| Office expenses | $4,011,535 | - | - | - | 8.1% | |
| Pay: officers, directors, trustees, key employees | $3,868,079 | - | - | - | 7.8% | |
| Other (as described) | NCUA CORPORATE STABILIZ | $2,537,577 | - | - | - | 5.1% |
| Information technology | $2,222,262 | - | - | - | 4.5% | |
| Other employee benefits | $1,930,312 | - | - | - | 3.9% | |
| Other (as described) | LOAN SERVICING EXPENSE | $1,652,494 | - | - | - | 3.3% |
| Occupancy | $1,108,454 | - | - | - | 2.2% | |
| Payroll taxes | $974,143 | - | - | - | 2.0% | |
| Advertising and promotion | $566,092 | - | - | - | 1.1% | |
| Depreciation and depletion | $511,365 | - | - | - | 1.0% | |
| Fees: legal | $440,811 | - | - | - | 0.9% | |
| Other (as described) | MISCELLANEOUS OPERATING | $342,234 | - | - | - | 0.7% |
| Pension plan contributions | $279,421 | - | - | - | 0.6% | |
| Conferences, conventions and meetings | $211,480 | - | - | - | 0.4% | |
| Fees: other services | $197,014 | - | - | - | 0.4% | |
| Insurance | $168,272 | - | - | - | 0.3% | |
| Fees: accounting | $166,834 | - | - | - | 0.3% | |
| Royalties | $91,264 | - | - | - | 0.2% | |
| Travel | $40,179 | - | - | - | 0.1% | |
| Travel or entertainment for public officials | $3,000 | - | - | - | 0.0% | |
| Total | $49,450,432 | 100% |
2010 · Form 990 · $62,376,498 spent · pay $14,425,866 · grants $0 · events $217,514
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROVISION FOR LOAN LOSS | $16,755,000 | - | - | - | 26.9% |
| Benefits paid to members | $10,442,601 | - | - | - | 16.7% | |
| Other salaries and wages | $9,263,220 | - | - | - | 14.9% | |
| Interest | $7,442,758 | - | - | - | 11.9% | |
| Office expenses | $3,908,321 | - | - | - | 6.3% | |
| Pay: officers, directors, trustees, key employees | $3,349,055 | - | - | - | 5.4% | |
| Information technology | $2,089,752 | - | - | - | 3.4% | |
| Other (as described) | MISCELLANEOUS OPERATING | $1,340,382 | - | - | - | 2.1% |
| Other (as described) | NCUSIF (SHARE INSURANCE | $1,221,038 | - | - | - | 2.0% |
| Other (as described) | LOAN SERVICING EXPENSE | $1,173,784 | - | - | - | 1.9% |
| Occupancy | $1,072,128 | - | - | - | 1.7% | |
| Payroll taxes | $887,766 | - | - | - | 1.4% | |
| Other (as described) | NCUA CORPORATE STABILIZ | $695,293 | - | - | - | 1.1% |
| Depreciation and depletion | $632,204 | - | - | - | 1.0% | |
| Other employee benefits | $621,559 | - | - | - | 1.0% | |
| Pension plan contributions | $304,266 | - | - | - | 0.5% | |
| Fees: legal | $284,852 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $217,514 | - | - | - | 0.3% | |
| Fees: other services | $217,420 | - | - | - | 0.3% | |
| Fees: accounting | $170,460 | - | - | - | 0.3% | |
| Insurance | $131,494 | - | - | - | 0.2% | |
| Royalties | $85,899 | - | - | - | 0.1% | |
| Travel | $37,031 | - | - | - | 0.1% | |
| All other expenses | $31,451 | - | - | - | 0.1% | |
| Travel or entertainment for public officials | $1,250 | - | - | - | 0.0% | |
| Total | $62,376,498 | 100% |
2008 · Form 990 · $82,853,415 spent · pay $17,407,124 · grants $0 · events $340,574
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,485,157 | - | - | - | 38.0% | |
| Other (as described) | Provision for Loan Loss | $13,210,000 | - | - | - | 15.9% |
| Interest | $10,296,361 | - | - | - | 12.4% | |
| Other salaries and wages | $9,686,678 | - | - | - | 11.7% | |
| Pay: officers, directors, trustees, key employees | $4,745,174 | - | - | - | 5.7% | |
| Office expenses | $4,290,799 | - | - | - | 5.2% | |
| Other employee benefits | $1,733,085 | - | - | - | 2.1% | |
| Other (as described) | Loan Servicing Expense | $1,204,386 | - | - | - | 1.5% |
| Information technology | $1,181,913 | - | - | - | 1.4% | |
| Occupancy | $1,159,707 | - | - | - | 1.4% | |
| Payroll taxes | $897,927 | - | - | - | 1.1% | |
| Depreciation and depletion | $765,279 | - | - | - | 0.9% | |
| Other (as described) | miscellaneous operating | $575,097 | - | - | - | 0.7% |
| Pension plan contributions | $344,260 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $340,574 | - | - | - | 0.4% | |
| Fees: legal | $244,119 | - | - | - | 0.3% | |
| Fees: other services | $237,049 | - | - | - | 0.3% | |
| Insurance | $160,502 | - | - | - | 0.2% | |
| Fees: accounting | $155,150 | - | - | - | 0.2% | |
| Royalties | $101,183 | - | - | - | 0.1% | |
| Travel | $39,015 | - | - | - | 0.0% | |
| Total | $82,853,415 | 100% |
State business registration
- PREMIER AMERICA CREDIT UNION FL, Foreign nonprofit corporation (FORNP), Inactive, formed 2012-05-08
The same business name in the same state, from the state’s official registry data.
Trademarks
23 US trademarks, 12 live.
- Premier America Credit Union 23 marks, CA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| PREMIER AMERICA CREDIT UNION | 99027099 | 2025-02-03 | Registered | TRTYRAP, file of 2026-04-03 |
| PREMIER AMERICA CREDIT UNION | 99027083 | 2025-02-03 | Registered | TRTYRAP, file of 2026-04-03 |
| PREMIER AMERICA CREDIT UNION | 99026930 | 2025-02-03 | Registered | TRTYRAP, file of 2026-04-03 |
| KASH | 97719216 | 2022-12-15 | Registered | TRTYRAP, file of 2026-04-03 |
| KASH | 97719198 | 2022-12-15 | Pending application | TRTDXFAP, file of 2026-10-14 |
| THE POWER OF AND | 90448730 | 2021-01-05 | Abandoned | TRTYRAP, file of 2026-04-03 |
| PREMIER AMERICA WEALTH MANAGEMENT GROUP | 90448719 | 2021-01-05 | Registered | TRCFECO2, file of 2024-03-27 |
| EVERY PERSON AND EVERY PATH | 90446746 | 2021-01-04 | Registered | TRCFECO2, file of 2024-03-27 |
| PA | 90446728 | 2021-01-04 | Registered | TRCFECO2, file of 2024-03-27 |
| PREMIER AMERICA CREDIT UNION | 90321500 | 2020-11-16 | Registered | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments