NonprofitsCredit Unions In The State Of California

Credit Unions In The State Of California

SANTA ROSA, CA

Total revenue

$504.0M

Total expenses

$388.2M

Net assets

$1.1B

Grants received

EIN

941244186

Tax year

2024

Mission

Provide financial products and services to members.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$422.2M
Investment income$81.7M
Other revenue$90K
Total revenue$504.0M

Expenses

Grants paid$250K
Salaries & benefits$109.9M
Fundraising
Other expenses$131.2M
Total expenses$388.2M
Total assets$9.1B
Net assets$1.1B

People

33 listed

NameRoleCompensation

BRETT MARTINEZ

PRESIDENT/CEO

Board

$1.8M

40 hrs/wk

ANTHONY HILDESHEIM

EVP/CHIEF ADMIN OFFICER

Board

$1.0M

40 hrs/wk

RONALD FELDER

EVP/CHIEF LENDING OFFICER

Board

$766K

40 hrs/wk

MISHEL KAUFMAN

EVP/CHIEF OP & RISK OFFICE

Board

$595K

40 hrs/wk

KRISTEN MAHLMANN

EVP/CHIEF FINANCIAL OFFICER

Board

$572K

40 hrs/wk

AARON COLLIER

EVP/CHIEF INFO OFFICER (THRU 03/24)

Board

$163K

40 hrs/wk

M CHRISTINA RIVERA

DIRECTOR

Board

1 hrs/wk

ROD DOLE

DIRECTOR

Board

1 hrs/wk

DAVID GOUIN

DIRECTOR

Board

1 hrs/wk

DEBRA WATTS

TREASURER

Board

1 hrs/wk

ROB EYLER

CHAIR

Board

1 hrs/wk

GERADO MARTIN

DIRECTOR

Board

1 hrs/wk

GREG MCGUIRK

DIRECTOR

Board

1 hrs/wk

JERI HANSEN

DIRECTOR

Board

1 hrs/wk

JIM OLMSTED

VICE CHAIR

Board

1 hrs/wk

JUDY HERRERIAS-JAMES

DIRECTOR

Board

1 hrs/wk

LISA WITTKE SCHAFFNER

SECRETARY

Board

1 hrs/wk

MICHAEL DEFAZIO

WEALTH ADVISOR

Staff

$1.1M

40 hrs/wk

NICOLE SCHAEFER

EXTERNAL MORTGAGE LOAN OFF

Staff

$844K

40 hrs/wk

JULIE LYNCH

WEALTH ADVISOR

Staff

$677K

40 hrs/wk

MICHELLE ANDERSON

EVP/CHIEF LENDING OFFICER (THRU 6/24)

Staff

$639K

40 hrs/wk

KRISTINA DERKOS

FORMER SVP/PEOPLE (TERM 02/17/

Staff

$529K

40 hrs/wk

THOMAS HUBERT

SVP/AUTO, INSURANCE & WEALTH (THRU 10/31/24)

Staff

$474K

40 hrs/wk

CLARK MATTHIESSEN

WEALTH ADVISOR

Staff

$461K

40 hrs/wk

KATHLEEN CHANG

EXTERNAL MORTGAGE LOAN OFF

Staff

$442K

40 hrs/wk

DEIDRE HOLMES THOMPSON

SVP/MEMBER EXPERIENCE

Staff

$388K

40 hrs/wk

TODD LINDEMANN

SVP/PAYMENTS

Staff

$381K

40 hrs/wk

JENNIFER BOYLE

SVP/CONSUMER LENDING & LEN

Staff

$374K

40 hrs/wk

ESTEBAN ZUNO

SVP/AUTO, INSURANCE & WEALTH

Staff

$364K

40 hrs/wk

TIMOTHY BATES

SVP/ENTERPRISE RISK (THRU 10/04/24)

Staff

$355K

40 hrs/wk

PRITI CHATWANI

EXTERNAL MORTGAGE LOAN OFF

Staff

$353K

40 hrs/wk

JOSEPH PEYTON

SVP OF IT

Staff

$344K

40 hrs/wk

STEPHEN WARD

SVP OF BUSINESS SERVICES

Staff

$328K

40 hrs/wk

Independent contractors

WESTERN BUILDERS

GENERAL CONTRACTOR LABOR

$3.4M

INFOLMAGE INC

STATEMENTS PROVIDER

$2.7M

LUMIN DIGITAL

ONLINE BANKING SERVICE

$2.4M

JACK HENRY & ASSOCIATES

FINANCIAL SERVICE PROVIDER

$2.0M

FINANCIAL TECHNOLOGY SOLUTIONS

ATM EQUIPMENT & MAINTENANCE

$1.5M

Details

EIN941244186
Subsection14
Ruling date1961-09
Formed1950
Employees1066
Volunteers11
CREDIT UNIONS IN THE STATE OF CALIFORNIA — Mission, Financials & Grants Received | Grantivo