Wheelhouse Credit Union
SAN DIEGO, CA
Total revenue
$23.5M
Total expenses
$23.0M
Net assets
$30.3M
Grants received
—
EIN
951593663
Tax year
2024
Mission
A cooperative, organized for the purpose of promoting thrift and savings among its members.
Programs
2 programs
The service garnering large enrollment is internet banking enrollment, which allows members to manage their financial accounts 24 hours a day. Features of this service are the ability to view account balances and histories at any time, view check images, and perform transfers from one of the member's accounts to another. The breadth of transactions provided to the member via this platform provides an efficiency and convenience to the member and is less costly than a branch transaction; included are features to internet banking now allow members to make and/or schedule transfers and loan payments from internal and/or external sources.
Energy efficient/solar loans make up 48% of the loan portfolio with a portfolio balance of $165m and an average loan balance of $30,000. These loans are granted to members for structural improvements to their homes which make them more energy efficient. Improvements include solar panels, windows, roofing and air conditioning. By performing such improvements to their home, members see a significant reduction in energy efficient costs as well as receiving a tax credit from the irs.
Financials
FY 2024
Revenue
Expenses
People
22 listed
LISA PAUL-HILL
PRESIDENT/CEO
$329K
50 hrs/wk
JOHN FRAZZA
CLO
$216K
50 hrs/wk
LISA CHAN FORMER
CFO
$172K
50 hrs/wk
DAN SOBEL
BOARD MEMBER
—
1 hrs/wk
GEORGE THOMAS
SUPV CMTE VICE CHAIR
—
1 hrs/wk
EDWARD PRENDELL
SUPV CMTE SECRETARY
—
1 hrs/wk
SHARON FLOYD
CHAIRPERSON
—
1 hrs/wk
MCRAY MURDOCK
SUPV CMTE MEMBER
—
1 hrs/wk
SCOTT WAHL
SUPV CMTE MEMBER
—
1 hrs/wk
GAIL GLUTTING
SUPV CMTE MEMBER
—
1 hrs/wk
STEPHANIE ROSE
VICE CHAIRPERSON
—
1 hrs/wk
ROBERT WILSON
BOARD SECRETARY/TREASURER
—
1 hrs/wk
MELISSA RUSSO
BOARD MEMBER
—
1 hrs/wk
LAURA YOUNG
BOARD MEMBER
—
1 hrs/wk
ROBERT LAWRENCE
BOARD MEMBER
—
1 hrs/wk
MARCIA MCLATCHY
BOARD MEMBER
—
1 hrs/wk
MARIO MODIANO
BOARD MEMBER
—
1 hrs/wk
REBECCA RAMOS-ARZOLA
VP HUMAN RESOURCES
$192K
50 hrs/wk
CURT YASUHARA
VP BUSINESS INTELLIGENCE
$187K
50 hrs/wk
BRET JOHNSON
VP OPERATIONS
$179K
50 hrs/wk
DOUG LAFAVE
VP INFORMATION TECHNOLOGY
$170K
50 hrs/wk
JILL FAUCHER
VP MARKETING
$168K
50 hrs/wk