NonprofitsCredit Unions In The State Of California

Credit Unions In The State Of California

SANTA ANA, CA

Total revenue

$143.7M

Total expenses

$130.6M

Net assets

$199.2M

Grants received

EIN

951797779

Tax year

2024

Mission

Our mission is to maintain financial strength in order to provide convenient access, exceptional service, and financial solutions to meet the unique needs of our diverse membership and communities.

Programs

2 programs

Orange county's credit union offers the following commercial loan products to our members: commercial mortgage and installment. As of december 31, 2024 our loan portfolio had 202 loans outstanding totaling $269.04 million.

Orange county's credit union offers the following share accounts to our retail and commercial membership: savings, checking, money market, ira, certificate of deposit, and investment services. As of december 31, 2024 we had 300,180 accounts totaling $2.252 billion.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$124.3M
Investment income$19.4M
Other revenue
Total revenue$143.7M

Expenses

Grants paid
Salaries & benefits$42.6M
Fundraising
Other expenses$88.0M
Total expenses$130.6M
Total assets$2.7B
Net assets$199.2M

People

24 listed

NameRoleCompensation

KATHY JUMPER

PRESIDENT/CEO

Board

$915K

40 hrs/wk

JONATHAN NEBOT

CFO

Board

$344K

40 hrs/wk

MICHELLE AGUIRRE

DIRECTOR

Board

1 hrs/wk

BRENDA SHOTT

TREASURER

Board

1 hrs/wk

ANDY OFTELIE

DIRECTOR

Board

1 hrs/wk

COLEEN MONTELEONE

SECRETARY

Board

1 hrs/wk

MAUREEN LI

DIRECTOR

Board

1 hrs/wk

MARWAN KHALIFA

DIRECTOR

Board

1 hrs/wk

FRANK KIM

DIRECTOR

Board

1 hrs/wk

GARY BURTON

CHAIR

Board

1 hrs/wk

VIKKI BEATLEY

VICE CHAIR

Board

1 hrs/wk

SHAUN SOUKENIK

INVESTMENT SERVICES FINANCIAL CONSULTING

Staff

$432K

40 hrs/wk

WARREN JEFFREY HARPER

CHIEF LOAN OFFICER

Staff

$351K

40 hrs/wk

BARB KROL

CHIEF ASSOCIATE EXPERIENCE OFFICER

Staff

$347K

40 hrs/wk

ANGELA MORAN

CIO

Staff

$341K

40 hrs/wk

FABIANA BURKET

CHIEF RISK OFFICER

Staff

$335K

40 hrs/wk

CARLOS MIRAMONTEZ

SVP MORTGAGE LENDING

Staff

$314K

40 hrs/wk

SEBASTIEN CARPENTIER

VP ENTERPRISE INFRASTRUCTURE & INFORMATION

Staff

$299K

40 hrs/wk

DONALD CARAZO

SVP MEMBER SERVICE

Staff

$286K

40 hrs/wk

ARTHUR ARMAS

SVP BUSINESS SERVICES

Staff

$285K

40 hrs/wk

RAY LAM

VP ENTERPRISE TECH SERVICE

Staff

$263K

40 hrs/wk

FADI MANSOUR

INVESTMENT SERVICES FINANCIAL CONSULTING

Staff

$258K

40 hrs/wk

TONY MORRIS

VP MARKETING

Staff

$251K

40 hrs/wk

AMBER CISNEROS

FORMER CHIEF MEMBER EXPERIENCE OFFICER

Staff

$161K

40 hrs/wk

Independent contractors

CU COOPERATIVE SYSTEMS INC

TECHNOLOGICAL SYSTEMS

$2.1M

LEVEL CONSTRUCTION GROUP INC

CONSTRUCTION COMPANY FOR BRANCH OFFICES

$1.1M

JACK HENRY & ASSOCIATES

ACCOUNTING/BANKING SOFTWARE SERVICES

$979K

TTEC DIGITAL

COMPUTER SOFTWARE

$321K

ARTEX RISK SOLUTIONS

RISK SOLUTIONS

$265K

Details

EIN951797779
Subsection14
Ruling date0000-00
Formed1938
Employees422
Volunteers9
CREDIT UNIONS IN THE STATE OF CALIFORNIA — Mission, Financials & Grants Received | Grantivo