NonprofitsCredit Unions In The State Of California

Public & Societal Benefit

Credit Unions In The State Of California

SAN JOSE, CA

Total revenue

$110.4M

Total expenses

$104.9M

Net assets

$160.6M

Grants received

EIN

941521987

Tax year

2024

Mission

A cooperative, organized for the purpose of promoting thrift and savings among its members.

Programs

2 programs

Meriwest credit union provided members 19,629 consumer loans totaling over $320 million in 2024.

Meriwest credit union offered loans, deposits and other services to 79,486 members in 2024.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$91.5M
Investment income$15.4M
Other revenue$3.5M
Total revenue$110.4M

Expenses

Grants paid$15K
Salaries & benefits$34.7M
Fundraising
Other expenses$70.2M
Total expenses$104.9M
Total assets$2.1B
Net assets$160.6M

People

29 listed

NameRoleCompensation

LISA MARIE PESTA

PRESIDENT/CEO

Board

$607K

40 hrs/wk

BRIAN HENNESSEY

SVP, CHIEF FINANCIAL OFFICER

Board

$453K

40 hrs/wk

CHAD MAZE

SVP, CHIEF OPERATING OFFICER

Board

$394K

40 hrs/wk

LINA ESTHER HESS

VP, CHIEF TECHNOLOGY OFFICER

Board

$308K

40 hrs/wk

JIHONG HUANG

VP, CHIEF TREASURY OFFICER

Board

$293K

40 hrs/wk

MELISSA A CLEBORNE

VP, CHIEF HUMAN RESOURCES OFFICER

Board

$252K

40 hrs/wk

CYNTHIA DELACERDA WATSON

VP, CHIEF RISK & OPERATIONS OFFICER

Board

$242K

40 hrs/wk

IAN K FOO

VP, CHIEF RETAIL OFFICER

Board

$228K

40 hrs/wk

TAYLOR LEE

SUPV CMTE MEMBER

Board

2 hrs/wk

PHILIP FLUEGEMANN

SUPV CMTE CHAIRPERSON

Board

2 hrs/wk

JIM HICKS

BOARD MEMBER

Board

2 hrs/wk

STAN CHAPMAN

BOARD MEMBER

Board

2 hrs/wk

STEVE GOVEIA

BOARD MEMBER

Board

2 hrs/wk

EDWIN MACH

BOARD MEMBER

Board

2 hrs/wk

UDEY CHAUDHRY

BOARD MEMBER

Board

2 hrs/wk

ROSARIO MONGE

SECRETARY

Board

2 hrs/wk

HARSHA VYAS

TREASURER

Board

2 hrs/wk

SCOTT TIMPE

VICE CHAIRMAN

Board

2 hrs/wk

JASON LAKER

SUPV CMTE MEMBER

Board

2 hrs/wk

DRARTHUR L JUE

CHAIRPERSON

Board

2 hrs/wk

OMAR MASLIC

FINANCIAL ADVISOR

Staff

$314K

40 hrs/wk

KEITH FRANCE

SENIOR FINANCIAL ADVISOR

Staff

$306K

40 hrs/wk

ANDREW NGUYEN

FINANCIAL ADVISOR

Staff

$274K

40 hrs/wk

GENNADY FICHTENHOLZ

VP, DIGITAL STRATEGY AND ENGAGEMENT

Staff

$252K

40 hrs/wk

ERNESTO SEGOVIA

VP, NETWORK OPERATIONS AND SECURITY

Staff

$250K

40 hrs/wk

MARTINA VALENTINE

PRESIDENT, MERIWEST MORTGAGE

Staff

$231K

40 hrs/wk

JEAN CHRISTOPHER LABEAU

AVP INFORMATION TECHNOLOGY DEVELOPMENT

Staff

$223K

40 hrs/wk

JOHN KWAN

AVP ASSISTANT CONTROLLER

Staff

$209K

40 hrs/wk

BRANDI HOFFMAN-OOKA

VP, CONSUMER & FINTECH LENDING

Staff

$183K

40 hrs/wk

Independent contractors

JACK HENRY

IT SERVICES

$1.5M

DIGITAL FIRST HOLDINGS LLC

IT SERVICES

$930K

ELKINS RETAIL ADVERSTISING INC

ADVERSTISING SERVICES

$745K

CARDTRONICS USA INC

IT SERVICES

$403K

FGS FACILITIES GROUP

JANITORIAL SERVICES

$372K

Details

EIN941521987
NTEE codeW610
Subsection14
Ruling date2014-01
Formed1961
Employees295
Volunteers14
CREDIT UNIONS IN THE STATE OF CALIFORNIA — Mission, Financials & Grants Received | Grantivo