NonprofitsMonterra Credit Union

Public & Societal Benefit

Monterra Credit Union

REDWOOD CITY, CA

Total revenue

$94.8M

Total expenses

$75.4M

Net assets

$220.8M

Grants received

$6K

1 grants

EIN

941231186

Tax year

2024

Mission

Provide a range of financial products and services to improve the financial lives of our members.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$82.6M
Investment income$11.9M
Other revenue$353K
Total revenue$94.8M

Expenses

Grants paid$126K
Salaries & benefits$28.5M
Fundraising
Other expenses$25.2M
Total expenses$75.4M
Total assets$1.8B
Net assets$220.8M

People

25 listed

NameRoleCompensation

WADE PAINTER

CEO/PRESIDENT

Board

$835K

40 hrs/wk

DAVID DIAMOND

VP, CHIEF FINANCIAL OFFICER

Board

$366K

40 hrs/wk

BRIAN PONTY

BOARD TREASURER

Board

1 hrs/wk

PAUL OKADA

BOARD DIRECTOR

Board

1 hrs/wk

MICHAEL CLAIRE

BOARD DIRECTOR

Board

1 hrs/wk

MAGDA GONZALEZ

BOARD SECRETARY

Board

1 hrs/wk

KATE HARR

BOARD VICE CHAIR

Board

1 hrs/wk

JOHN BEIERS

BOARD CHAIR

Board

1 hrs/wk

STEVE DIVNEY

BOARD DIRECTOR

Board

1 hrs/wk

VALERIE ALSIP

EVP/COO

Staff

$421K

40 hrs/wk

PATRICIA ELLINGSON

EVP, CHIEF LENDING OFFICER

Staff

$324K

40 hrs/wk

ANATOLY VILDERMAN

EXECUTIVE WEALTH ADVISOR

Staff

$305K

40 hrs/wk

EMILIO JOHANSEN

EXECUTIVE WEALTH ADVISOR

Staff

$279K

40 hrs/wk

REBECCA NIXON

SVP, CHIEF PEOPLE OFFICER

Staff

$273K

40 hrs/wk

WILLIAM ANDREWS

VP INFORMATION SERVICES

Staff

$248K

40 hrs/wk

CHERYL RAYO

VP REAL ESTATE LENDING

Staff

$223K

40 hrs/wk

IGNASIO MEDRANO

VP DIGITAL SERVICES

Staff

$213K

40 hrs/wk

RICHARD KINZIE

VP RISK & COMPLIANCE

Staff

$211K

40 hrs/wk

YOMI ANTHONIO

SBA COMMERCIAL LENDING OFFICER

Staff

$210K

40 hrs/wk

SUZANNE KNOWLTON

VP MARKETING & COMMUNITY RELATIONS

Staff

$209K

40 hrs/wk

DOREEN SZYMANKSKI

VP MEMBER EXPERIENCE

Staff

$206K

40 hrs/wk

ROBERT CARTER

VP ADMINISTRATIVE SERVICES

Staff

$201K

40 hrs/wk

JOHNNY ESCALANTE

DIRECTOR OF INFORMATION SERVICES

Staff

$185K

40 hrs/wk

DANI ROBINSON

VP CREDIT RISK

Staff

$182K

40 hrs/wk

JANELLE ESCALANTE

DIRECTOR OF EMPLOYEE RELATIONS

Staff

$182K

40 hrs/wk

Independent contractors

VISA

CARD NETWORK PROVIDER

$3.4M

ALKAMI TECHNOLOGY

MOBILE DEPOSIT SERVICES

$1.5M

JACK HENRY & ASSOCIATES INC

CORE SYSTEM SERVICES

$864K

FINANCIAL TECHNOLOGY SOLUTIONS INTL INC

ATM SERVICING

$822K

CONVERGEONE

SOFTWARE PROVIDER

$467K

Grants received

Showing 1 of 1

FromAmountPurposeYear
$6K
FINANCIAL HEALTH
2019

Funded by

$6K from 1 funder · 1 grant · 2019

National Credit Union Foundation

$6K · 1 grant · 2019

Details

EIN941231186
NTEE codeW61
Subsection14
Ruling date1961-06
Formed1952
Employees249
Volunteers10
MONTERRA CREDIT UNION — Mission, Financials & Grants Received | Grantivo