NonprofitsCredit Unions In The State Of California

Credit Unions In The State Of California

SAN DIEGO, CA

Total revenue

$167.6M

Total expenses

$145.8M

Net assets

$321.4M

Grants received

$150K

1 grants

EIN

951185803

Tax year

2024

Mission

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

Programs

2 programs

Accomplishment of target goals in connection with provision of mortgage loan products to existing members.

Member satisfaction in connection with services pertaining to checking/savings accounts, attractive cd rates, ira and similar accounts.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$135.7M
Investment income$31.4M
Other revenue$487K
Total revenue$167.6M

Expenses

Grants paid$88K
Salaries & benefits$61.2M
Fundraising
Other expenses$84.4M
Total expenses$145.8M
Total assets$3.4B
Net assets$321.4M

People

22 listed

NameRoleCompensation

TODD LANE

CEO

Board

$1.2M

40 hrs/wk

MATTHEW FICCO

CFO

Board

$428K

40 hrs/wk

MEISHA SHERMAN

DIRECTOR

Board

$3K

2 hrs/wk

RON VILLA

DIRECTOR

Board

$2K

2 hrs/wk

YEN TU

SECRETARY

Board

$2K

4 hrs/wk

MONTE JONES

DIRECTOR

Board

$2K

2 hrs/wk

WARREN RUIS

DIRECTOR

Board

$2K

2 hrs/wk

RICHARD J KNOTT

DIRECTOR

Board

$2K

2 hrs/wk

DR BARBARA K BROOKS

DIRECTOR

Board

$708

2 hrs/wk

STEVE MCMAHON

CHAIR

Board

4 hrs/wk

RACHEL MILLER

DIRECTOR

Board

2 hrs/wk

LAN NGUYEN

VICE CHAIR

Board

4 hrs/wk

JAY SHEPARD

DIRECTOR

Board

2 hrs/wk

KATHERINE CADY

COO

Staff

$1.1M

40 hrs/wk

VASUDEVAN SAMBASIVAM

CIO

Staff

$483K

40 hrs/wk

MITZI ZARCONE

CLO

Staff

$419K

40 hrs/wk

ANTONIA LUNA

EVP, MEMBER DELIVERY

Staff

$330K

40 hrs/wk

KELLEN GILL

CARO

Staff

$325K

40 hrs/wk

STEVE VOLLE

SVP, REAL ESTATE LENDING

Staff

$288K

40 hrs/wk

TIM MULLIGAN

CHRO

Staff

$277K

40 hrs/wk

HEATHER TOUDLE

SVP, COMMERCIAL LENDING

Staff

$273K

40 hrs/wk

GREGORY CORNELL

FORMER EVP - MEMBER EXPERIENCE

Staff

$269K

40 hrs/wk

Independent contractors

MASTERCARD

DEBIT AND CREDIT CARD PROCESSING

$4.4M

TAILWINDS BUSINESS VENTURES LLC

TECH TEMP HELP

$2.5M

PSCU

PLASTIC CARD SERVICES

$2.3M

GLOBANT LLC

TECH TEMP HELP

$2.0M

ARK MARKETING

MARKETING SERVICES

$1.5M

Grants received

Showing 1 of 1

FromAmountPurposeYear
$150K
To support the San Diego Small Business Relief Fund
2020

Funded by

$150K from 1 funder · 1 grant · 2020

Details

EIN951185803
Subsection14
Ruling date1961-06
Formed1929
Employees662
Volunteers19
CREDIT UNIONS IN THE STATE OF CALIFORNIA — Mission, Financials & Grants Received | Grantivo