Credit Unions In The State Of California
SANTA MARIA, CA
Total revenue
$15.2M
Total expenses
$14.2M
Net assets
$18.7M
Grants received
—
EIN
942407726
Tax year
2024
Mission
A community development and low income certified financial cooperative organized to serve underserved and promote economic equity.
Programs
2 programs
The credit union provides business lending and commercial lending products including real estate first and second loans, community development and government-guaranteed loans such as sba and cal coastal rural development secured-loans and micro-business loans. Additionally, the credit union serves many micro and small businesses and nonprofits locally, as santa cruz county is a community of entrepreneurial businesses and nonprofits that often have few options available to them from the mainstream banking industry.
The credit union provides consumer and business financial products and services geared to supporting the local community members to be viable and self-sufficient in their financial endeavors. Services including a variety of low and no-fee consumer and business checking and savings accounts as well as ira accounts, matricula consular, second chance checking and savings-secured loans that have been designed to serve both moderate and low-income community members, our immigrant community and those living in struggling economic areas.
Financials
FY 2024
Revenue
Expenses
People
21 listed
ELIZABETH CARR
CEO
$314K
40 hrs/wk
KATIE FAIRBAIRN
CAO
$203K
40 hrs/wk
PAUL BARENFUS
CLO
$195K
40 hrs/wk
JOSEPH L COFFMAN
CTO
$177K
40 hrs/wk
EDWARD CROSS JR
CIO
$162K
40 hrs/wk
SYLVIA O SANCHEZ
CFO
$107K
40 hrs/wk
MATT FARRELL
CHAIRMAN
—
1 hrs/wk
CHUCK HAHN
SUPV CMTE MEMBER
—
1 hrs/wk
TAMMY PELSTRING
BOARD TREASURER
—
1 hrs/wk
PAZ PADILLA
BOARD SECRETARY
—
1 hrs/wk
AMI EBRIGHT
BOARD MEMBER
—
1 hrs/wk
SYLVIA REYES
BOARD MEMBER
—
1 hrs/wk
NED VAN VALKENBURGH
BOARD MEMBER
—
1 hrs/wk
JESSICA LENTH
BOARD MEMBER
—
1 hrs/wk
ELAINE JOHNSON
BOARD MEMBER
—
1 hrs/wk
LINDA BROWN
SUPV CMTE CHAIR
—
1 hrs/wk
SUZANNE MACLEAN
SUPV CMTE MEMBER
—
1 hrs/wk
JESUS BERUMEN
DIR OF CONSUMER REAL ESTATE
$141K
40 hrs/wk
LAURA OWEN
DIR OF COMM. OUTREACH LEARN
$120K
40 hrs/wk
CHARLOTTE EGGLESTON
DIR OF E SERVICES
$111K
40 hrs/wk
CYNTHIA LOPEZ
BSA / COMPLIANCE MANAGER
$102K
40 hrs/wk
Independent contractors
SLATTER CONSTRUCTION INC
BUILDING REMODEL SERVICES
NIELSON STUDIOS
LEASEHOLD IMPROVEMENTS SERVICES
SOUTHWEST STRATEGIC MARKETING
MARKETING/ ADVERTISING SERVICES