NonprofitsKeypoint Credit Union

Public & Societal Benefit

Keypoint Credit Union

SAN JOSE, CA

Total revenue

$80.3M

Total expenses

$76.3M

Net assets

$115.8M

Grants received

EIN

942600376

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 member growth (acquisition of new members).

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

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$69.2M
Investment income$11.2M
Other revenue
Total revenue$80.3M

Expenses

Grants paid$99K
Salaries & benefits$26.4M
Fundraising
Other expenses$27.7M
Total expenses$76.3M
Total assets$1.6B
Net assets$115.8M

People

31 listed

NameRoleCompensation

T BRADFORD CANFIELD

PRESIDENT & CEO

Board

$891K

50 hrs/wk

DAVID LUU

EVP/CHIEF OP & LENDING OFFICER

Board

$471K

50 hrs/wk

LEE ANNE GIBLIN

CHIEF ADMINISTRATIVE OFFIC

Board

$403K

50 hrs/wk

ANDREW MANNING

CHIEF INFORMATION OFFICER

Board

$386K

50 hrs/wk

ANNIE SONG

CHIEF FINANCIAL OFFICER

Board

$337K

50 hrs/wk

MARY BENNION

SECRETARY & TREASURER

Board

5 hrs/wk

GARY GARCIA

CHAIRPERSON

Board

5 hrs/wk

BALJINDER SANDHU

DIRECTOR

Board

5 hrs/wk

KEITH STATTENFIELD

VICE CHAIRPERSON

Board

5 hrs/wk

ROBERT LERNER

DIRECTOR (THRU 04/25/24)

Board

5 hrs/wk

BRIAN JOHNS

DIRECTOR (START 04/25/24)

Board

5 hrs/wk

GREGORY EBY

DIRECTOR

Board

5 hrs/wk

GEORGE LIN

DIRECTOR

Board

5 hrs/wk

JOHN TOM

DIRECTOR

Board

5 hrs/wk

ANDREA SICILIANO

DIRECTOR (THRU 04/25/24)

Board

5 hrs/wk

PRIYA JOSHI

DIRECTOR (START 04/25/24)

Board

5 hrs/wk

MARSHA POENISH

DIRECTOR

Board

5 hrs/wk

NATASHA V ESCARENO

FINANCIAL ADVISOR

Staff

$410K

50 hrs/wk

MARSHA BERLINSKI

SVP SALES & RETAIL LENDING

Staff

$284K

50 hrs/wk

HERMAN WHITE

VP COMMERCIAL BANKING OPER

Staff

$260K

50 hrs/wk

ARIE ELKINS

VP CHIEF INFO SECURITY OFF

Staff

$245K

50 hrs/wk

PHUOC NGO

DIRECTOR IT INFRASTRUCTURE

Staff

$245K

40 hrs/wk

JOSHUA HERZOG

VP OPERATIONS AND MEMBER E

Staff

$233K

50 hrs/wk

VICTOR SMILGYS

VP DIGITAL SERVICES

Staff

$231K

50 hrs/wk

LAWRENCE SCOFFIELD

VP CORPORATE ADMIN

Staff

$221K

50 hrs/wk

DASHIELL MCELROY

DIRECTOR OF CORE SOLUTIONS

Staff

$217K

40 hrs/wk

ANITA DOMONDON

VP RE LENDING

Staff

$209K

50 hrs/wk

DAVID GREENE

VP MARKETING

Staff

$201K

50 hrs/wk

DORON NOYMAN

VP, BD & COMMUNITY RELATIO

Staff

$200K

50 hrs/wk

LANCE NELSON

DIRECTOR OF LOAN SERVICING

Staff

$197K

40 hrs/wk

SARAH SOTELO

DIRECTOR OF RETAIL PROGRAM

Staff

$193K

40 hrs/wk

Independent contractors

FISERV INC

CORE SYSTEM SERVICING

$1.7M

VISA

DEBIT CARD PROCESSING

$947K

LUMIN DIGITAL INC

ONLINE & MOBILE BANKING PLATFORM

$877K

FIRST DATA MERCHANT SERVICES CORPORATION

CREDIT / DEBIT CARD PAYMENT SERVICES

$429K

LENDING SOLUTIONS

BUSINESS SERVICES

$355K

Details

EIN942600376
NTEE codeW61
Subsection14
Ruling date1961-09
Formed1979
Employees201
Volunteers10
KEYPOINT CREDIT UNION — Mission, Financials & Grants Received | Grantivo