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Rally Credit Union

  • Corp Christi, TX
  • Tax-exempt since June 1976
  • EIN: 74-1237070

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$246M (2022)

Expenses
$173M (2022)

Total Assets
$4.1B (2022)

Total Liabilities
$3.59B (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$245,877,072
Expenses
$173,019,197
Net Income
$72,857,875
Net Assets
$514,885,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $237,685,261
96.7%
Investment Income $8,172,295
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,516
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,447,143
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $33,615,316
19.4%
Assets/Debt
Total Assets $4,104,675,190
Total Liabilities $3,589,789,208
Net Assets $514,885,982
Compensation
Key Employees and Officers Compensation Related Other
Gerry Morrow (President/Ceo) $857,872 $0 $275,496
Dana Sisk (Executive Vice President) $437,020 $0 $83,967
Daniel Dibble (Chief Lending Officer Cons) $296,772 $0 $60,898
Roman Escobar (Chief Real Estate Officer) $279,580 $0 $61,469
Cynthia Ramos (Chief Operations Officer) $278,172 $0 $53,876
Shannon Srp (Chief Technology Officer) $274,939 $0 $81,061
Carrie Huff (Chief Financial Officer) $255,041 $0 $54,540
Virginia Whitham (Chief Of Human Resources) $246,456 $0 $53,981
Richard Platz (Svp Consumer Lending) $230,907 $0 $35,673
Ashley Smith (Chief Of Marketing) $223,528 $0 $70,313
Jamie Aguilar (Vp Mortgage Origination) $208,685 $0 $29,611
Terri Young (Vp Branch Operations) $197,384 $0 $18,001
Clare Fowler (Sr Vp Operations Technolog) $189,266 $0 $46,316
Gerald Pennington (Vp Indirect Auto Lending) $184,828 $0 $39,359
Mark Estes (Vp Credit Administration) $178,132 $0 $16,859
Maria Karaca (Svp Commercial Lending) $172,828 $0 $16,777
John Chapman (Vice Chair) $0 $0 $0
Thelma Garza Mandel (Director) $0 $0 $0
Theresa Gonzales (Secretary) $0 $0 $0
Kendra Kinnison (Director) $0 $0 $0
Sylvia Martinez (Director) $0 $0 $0
Pedro Rivera Jr (Director) $0 $0 $0
Richard B Stone (Chair) $0 $0 $0
Gerald Villarreal (Director) $0 $0 $0
Robert Westrup (Treasurer) $0 $0 $0
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990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$216,741,381
Expenses
$154,198,303
Net Income
$62,543,078
Net Assets
$430,290,678
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $215,837,971
99.6%
Investment Income $771,669
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $131,741
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,953,454
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $31,024,413
20.1%
Assets/Debt
Total Assets $4,042,196,028
Total Liabilities $3,611,905,350
Net Assets $430,290,678
Compensation
Key Employees and Officers Compensation Related Other
Gerry Morrow (President/Ceo) $810,480 $0 $27,549
Dana Sisk (Executive Vice President) $477,130 $0 $31,513
Shannon Srp (Chief Technology Officer) $389,221 $0 $29,837
Daniel Dibble (Chief Lending Officer Cons) $276,899 $0 $18,551
Cynthia Ramos (Chief Operations Officer) $258,880 $0 $23,380
Roman Escobar (Chief Real Estate Officer) $250,960 $0 $23,389
Virginia Whitham (Chief Of Human Resources) $235,830 $0 $18,757
Richard Platz (Svp Consumer Lending) $219,177 $0 $25,453
Ashley Smith (Chief Of Marketing) $208,952 $0 $29,776
Jamie Aguilar (Vp Mortgage Origination) $194,484 $0 $22,123
Clare Fowler (Sr Vp Operations Technolog) $184,377 $0 $21,159
Terri Young (Vp Branch Operations And T) $179,138 $0 $15,484
Gerald Pennington (Vp Indirect Auto Lending) $177,883 $0 $23,802
Mark Estes (Vp Credit Administration) $171,464 $0 $15,177
Anita Cadena (Vp Audit Compliance) $163,496 $0 $20,881
Carrie Rice (Chief Fianancial Officer) $162,279 $0 $10,462
Christina Lethlean (Chief Financial Officer (End 3/5/21)) $26,941 $0 $1,990
Richard B Stone (Chair) $15,000 $0 $0
Theresa Gonzales (Secretary) $13,200 $0 $0
Robert Westrup (Treasurer) $13,200 $0 $0
John Chapman (Vice Chair) $12,750 $0 $0
Pedro Rivera Jr (Director) $10,800 $0 $0
Gerald Villarreal (Director) $10,800 $0 $0
Thelma Garza Mandel (Director) $10,800 $0 $0
Kendra Kinnison (Director) $9,900 $0 $0
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990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$210,861,484
Expenses
$174,773,021
Net Income
$36,088,463
Net Assets
$364,588,007
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $204,856,941
97.2%
Investment Income $942,212
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,062,331
2.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,385,916
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $29,982,871
17.2%
Assets/Debt
Total Assets $3,664,310,843
Total Liabilities $3,299,722,836
Net Assets $364,588,007
Compensation
Key Employees and Officers Compensation Related Other
Gerry Morrow (President/Ceo) $657,506 $0 $24,620
Dana Sisk (Executive Vice President) $337,078 $0 $19,074
Daniel Dibble (Chief Lending Officer Cons) $272,313 $0 $16,444
Shannon Srp (Chief Technology Officer) $263,329 $0 $27,624
Cynthia Ramos (Chief Operations Officer) $247,871 $0 $27,541
Roman Escobar (Chief Real Estate Officer) $246,933 $0 $23,237
Virginia Whitham (Chief Of Human Resources) $228,800 $0 $17,761
Richard Platz (Svp Consumer Lending) $215,448 $0 $23,606
Christina Lethlean (Chief Financial Officer) $189,063 $0 $6,895
Ashley Smith (Chief Of Marketing) $188,329 $0 $26,789
Clare Fowler (Sr Vp Operations Technolog) $187,955 $0 $12,973
Terri Young (Vp Branch Operations And T) $180,689 $0 $14,914
Jamie Aguilar (Vp Mortgage Origination) $178,107 $0 $20,109
Gerald Pennington (Vp Indirect Auto Lending) $175,634 $0 $22,184
Mark Estes (Vp Credit Administration) $172,066 $0 $14,486
Maria Karaca (Svp Commercial Lending) $159,806 $0 $7,667
Bryan Stone (Chair) $13,800 $0 $0
Bob Westrup (Treasurer) $13,200 $0 $0
John Chapman (Vice Chair) $12,300 $0 $0
Theresa Gonzales (Secretary) $11,400 $0 $0
Pedro Rivera Jr (Director) $11,100 $0 $0
Kendra Kinnison (Director) $10,800 $0 $0
Sylvia Martinez (Director) $10,200 $0 $0
Gerald Villarreal (Director) $10,200 $0 $0
Thelma Mandel (Director) $9,600 $0 $0
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990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$192,613,593
Expenses
$155,981,446
Net Income
$36,632,147
Net Assets
$337,706,986
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $189,112,058
98.2%
Investment Income $4,096,542
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$595,007
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,951,693
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $26,792,897
17.2%
Assets/Debt
Total Assets $3,263,904,258
Total Liabilities $2,926,197,272
Net Assets $337,706,986
Compensation
Key Employees and Officers Compensation Related Other
Gerry Morrow (President/Ceo) $904,518 $0 $32,550
Dana Sisk (Executive Vice President) $316,490 $0 $18,678
Daniel Dibble (Chief Lending Officer Consumer & Com) $249,729 $0 $18,471
Shannon Srp (Chief Technology Officer) $235,666 $0 $38,779
Cynthia Ramos (Chief Operations Officer) $224,932 $0 $30,073
Roman Escobar (Chief Real Estate Officer) $224,502 $0 $21,835
Virginia Whitham (Chief Of Human Resources) $204,696 $0 $18,752
Clare Fowler (Sr Vp Operations Technology) $194,485 $0 $14,064
Ashley Smith (Chief Of Marketing) $171,990 $0 $31,483
Terri Young (Vp Branch Operations And Training) $160,271 $0 $10,478
Mark Estes (Vp Credit Administration) $157,505 $0 $9,560
Jamie Aguilar (Vp Mortgage Origination) $155,889 $0 $24,817
Gerald Pennington (Vp Indirect Auto Lending) $151,192 $0 $30,082
Gary Lankford (Svp Remote Lending) $138,332 $0 $12,740
Christina Lethlean (Chief Financial Officer) $91,338 $0 $2,207
Pedro Rivera Jr (Director) $16,800 $0 $0
Bob Westrup (Treasurer) $16,500 $0 $0
Bryan Stone (Chair) $15,600 $0 $0
John Chapman (Vice Chair) $14,100 $0 $0
Kendra Kinnison (Director) $12,600 $0 $0
Theresa Gonzales (Secretary) $12,000 $0 $0
Sylvia Martinez (Director) $11,400 $0 $0
Thelma Mandel (Director) $11,400 $0 $0
Gerald Villarreal (Director) $10,500 $0 $0
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990
Filed on Nov. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,993,255
Expenses
$135,394,835
Net Income
$29,598,420
Net Assets
$304,087,858
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $162,760,695
98.6%
Investment Income $2,794,017
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$561,457
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,881,846
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $24,235,770
17.9%
Assets/Debt
Total Assets $2,970,687,295
Total Liabilities $2,666,599,437
Net Assets $304,087,858
Compensation
Key Employees and Officers Compensation Related Other
Gerry Morrow (President/Ceo) $425,977 $0 $24,491
Dana Sisk (Executive Vice President) $302,488 $0 $15,988
Daniel Dibble (Chief Lending Officer Consumer & Commercial) $248,585 $0 $16,105
Shannon Srp (Chief Technology Officer) $224,929 $0 $26,987
Cynthia Ramos (Chief Operations Officer) $215,332 $0 $21,483
Roman Escobar (Chief Real Estate Officer) $213,807 $0 $21,907
Virginia Whitham (Chief Of Human Resources) $185,082 $0 $16,028
Gary Lankford (Svp Remote Lending) $184,840 $0 $14,930
Carrie Rice (Chief Financial Officer) $181,820 $0 $6,695
Clare Fowler (Sr Vp Operations Technolog) $174,484 $0 $14,583
Ashley Smith (Chief Of Marketing) $165,867 $0 $20,187
Gerald Pennington (Vp Indirect Auto Lending) $156,620 $0 $15,664
Jamie Aguilar (Vp Mortgage Origination) $154,783 $0 $19,089
Terri Young (Vp Branch Operations And Training) $152,044 $0 $13,712
Pedro Rivera Jr (Chair) $16,500 $0 $0
Bob Westrup (Treasurer) $15,600 $0 $0
Bryan Stone (Secretary) $14,700 $0 $0
John Chapman (Director) $14,400 $0 $0
Thelma Mandel (Director) $11,400 $0 $0
Gerald Villarreal (Director) $11,400 $0 $0
Sylvia Martinez (Vice Chair) $10,500 $0 $0
Theresa Gonzales (Director) $10,200 $0 $0
Linda Anderson (Director) $6,600 $0 $0
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990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$146,964,565
Expenses
$121,488,868
Net Income
$25,475,697
Net Assets
$279,279,545
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $143,300,803
97.5%
Investment Income $2,468,105
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,587
Net Inventory Sales $0
Other Revenue $1,205,244
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,364,919
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $21,788,927
17.9%
Assets/Debt
Total Assets $2,700,862,976
Total Liabilities $2,421,583,431
Net Assets $279,279,545
Compensation
Key Employees and Officers Compensation Related Other
Gerry Morrow (President/Ceo) $640,021 $0 $13,517
Dana Sisk (Executive Vice President) $270,495 $0 $8,170
Roman Escobar (Chief Real Estate Officer) $229,376 $0 $12,532
Daniel Dibble (Chief Lending Officer Consumer & Commercial) $225,080 $0 $8,170
Shannon Srp (Chief Technology Officer) $220,218 $0 $17,767
Virginia Whitham (Chief Of Human Resources) $180,323 $0 $8,170
Gary Lankford (Svp Remote Lending) $176,725 $0 $7,170
Carrie Rice (Chief Financial Officer) $174,540 $0 $7,491
Cynthia Ramos (Chief Operations Officer) $167,713 $0 $12,059
Ashley Smith (Chief Of Marketing) $158,715 $0 $12,532
Clare Fowler (Sr Vp Operations Technology) $156,393 $0 $7,170
Mark Estes (Vp Credit Administration) $153,405 $0 $7,170
Jamie Aguilar (Vp Mortgage Origination) $152,892 $0 $12,059
Gerald Pennington (Vp Indirect Auto Lending) $146,386 $0 $7,697
Pedro Rivera Jr (Chair) $17,100 $0 $0
Sylvia Martinez (Vice Chair) $16,800 $0 $0
Bob Westrup (Treasurer) $12,000 $0 $0
Bryan Stone (Secretary) $12,000 $0 $0
John Chapman (Director) $11,400 $0 $0
Thelma Mandel (Director) $10,200 $0 $0
Linda Anderson (Director) $8,700 $0 $0
Theresa Gonzales (Director) $8,400 $0 $0
Gerald Villarreal (Director) $7,650 $0 $0
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990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$136,976,852
Expenses
$109,853,563
Net Income
$27,123,289
Net Assets
$257,078,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $134,212,277
98.0%
Investment Income $1,568,558
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $43,136
0.0%
Net Fundraising $0
Sales of Assets -$252,809
Net Inventory Sales $0
Other Revenue $1,405,690
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,576,340
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $19,212,128
17.5%
Assets/Debt
Total Assets $2,498,149,588
Total Liabilities $2,241,071,401
Net Assets $257,078,187
Compensation
Key Employees and Officers Compensation Related Other
Sarah O'brien (President/Ceo) $420,775 $0 $84,062
Dana Sisk (Cheif Operations Officer) $348,974 $0 $14,988
Gerry Morrow (Chief Lending Officer) $321,019 $0 $23,024
Shannon Srp (Chief Technology Officer) $289,239 $0 $24,905
Roman Escobar (Svp Of Mortgage Lending) $188,003 $0 $11,804
Daniel Dibble (Svp Of Member Business Services) $184,140 $0 $6,351
Robert Oberg (Chief Risk Officer) $172,930 $0 $8,713
Gary Lankford (Svp Indirect Lending) $165,460 $0 $13,123
Carrie Rice (Chief Financial Officer) $157,851 $0 $19,485
Virginia Whitham (Vp Human Resources) $156,018 $0 $13,436
Ashley Smith (Vp Marketing) $146,317 $0 $13,950
Clare Fowler (Vp Remote Operations) $143,067 $0 $12,347
Mark Estes (Vp Credit Admin.) $142,673 $0 $9,632
Cynthia Ramos (Sr. Vp Of Rgv Operations) $140,264 $0 $16,979
Eloy Salazar (Chair) $24,000 $0 $0
Bryan Stone (Secretary) $20,700 $0 $0
Pedro Rivera Jr (Chair) $20,400 $0 $0
John Jackson (Secretary) $18,000 $0 $0
Sylvia Martinez (Vice Chair) $16,200 $0 $0
Don Rymer (Director) $15,600 $0 $0
Vick Gonzales (Director) $10,800 $0 $0
Linda Anderson (Director) $3,700 $0 $0
Gerald Villarreal (Director) $3,200 $0 $0
Bob Westrup (Treasurer) $0 $0 $0
John Chapman (Director) $0 $0 $0
See filing for compensation of 2 other people →
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990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$131,797,494
Expenses
$104,526,723
Net Income
$27,270,771
Net Assets
$231,797,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $130,212,083
98.8%
Investment Income $1,336,140
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $36,965
0.0%
Net Fundraising $0
Sales of Assets $27,478
0.0%
Net Inventory Sales $0
Other Revenue $184,828
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,634,904
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $17,230,547
16.5%
Assets/Debt
Total Assets $2,361,365,208
Total Liabilities $2,129,567,694
Net Assets $231,797,514
Compensation
Key Employees and Officers Compensation Related Other
Sarah O'brien (President/Ceo) $352,465 $0 $98,417
Gerry Morrow (Chief Lending Officer) $284,527 $0 $37,284
Dana Sisk (Cheif Operations Officer) $213,914 $0 $62,713
Shannon Srp (Chief Information Officer) $179,745 $0 $70,106
Roman Escobar (Svp Real Estate) $154,161 $0 $11,654
Gary Lankford (Svp Indirect Lending) $146,923 $0 $12,345
Carrie Rice (Chief Financial Officer) $140,513 $0 $17,281
Mark Estes (Vp Credit Admin.) $140,324 $0 $12,603
Virginia Whitham (Vp Human Resources) $135,830 $0 $11,144
Clare Fowler (Vp Remote Operations) $131,104 $0 $14,626
Ashley Smith (Vp Marketing) $129,610 $0 $12,554
Eloy Salazar (Chair) $7,800 $0 $0
Jerry Woitas (Director) $7,800 $0 $0
John Jackson (Secretary) $7,200 $0 $0
Albert Kessler (Director) $6,600 $0 $0
Bryan Stone (Director) $5,700 $0 $0
Sylvia Martinez (Vice Chair) $5,100 $0 $0
Pedro Rivera Jr (Treasurer) $5,100 $0 $0
Don Rymer (Director) $4,500 $0 $0
Vicki Gonzales (Director) $4,200 $0 $0
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990
Filed on Aug. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$127,864,714
Expenses
$105,898,719
Net Income
$21,965,995
Net Assets
$209,039,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $126,387,790
98.8%
Investment Income $1,398,184
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $23,277
0.0%
Net Fundraising $0
Sales of Assets $55,463
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,775,960
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $14,379,384
13.6%
Assets/Debt
Total Assets $2,247,270,292
Total Liabilities $2,038,230,814
Net Assets $209,039,478
Compensation
Key Employees and Officers Compensation Related Other
Sarah O'brien (President/Ceo) $329,439 $0 $116,354
Gerry Morrow (Chief Lending Officer) $299,880 $0 $68,762
Dana Sisk (Cheif Operations Officer) $201,793 $0 $77,058
Roman Escobar (Svp Real Estate) $199,119 $0 $23,506
Shannon Srp (Chief Information Officer) $165,749 $0 $74,108
Antonio Gomez (Svp Member Business Lending) $152,391 $0 $18,648
Gary Lankford (Svp Indirect Lending) $138,596 $0 $12,196
Ashley Smith (Vp Marketing) $130,774 $0 $25,772
Virginia Whitham (Vp Human Resources) $126,876 $0 $15,243
Villegas Alissa Gonzales (Vp Loan Administration) $121,972 $0 $21,118
Lisa Martinez (Re Lending Specialist) $116,479 $0 $15,096
Carrie Rice (Chief Financial Officer) $107,866 $0 $10,387
Vicki Gonzales (Chair) $0 $0 $0
Sylvia Martinez (1 St Vice Chair) $0 $0 $0
Don Rymer (2 Nd Vice Chair) $0 $0 $0
Pedro Rivera Jr (Treasurer) $0 $0 $0
Eloy Salazar (Secretary) $0 $0 $0
Bryan Stone (Director) $0 $0 $0
Albert Kessler (Director) $0 $0 $0
Jerry Woitas (Director) $0 $0 $0
John Jackson (Director) $0 $0 $0
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990
Filed on Aug. 17, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,621,009
Expenses
$88,822,356
Net Income
$30,798,653
Net Assets
$185,777,051
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $118,698,313
99.2%
Investment Income $903,334
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $19,366
0.0%
Net Fundraising $0
Sales of Assets -$4
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,950,252
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $12,875,748
14.5%
Assets/Debt
Total Assets $2,004,665,638
Total Liabilities $1,818,888,587
Net Assets $185,777,051
Compensation
Key Employees and Officers Compensation Related Other
Wayne Vann (President/Ceo) $501,612 $0 $46,072
Sarah O'brien (Senior Vp/President/Ceo) $290,190 $0 $168,257
Gerry Morrow (Chief Lending Officer) $258,497 $0 $111,772
Roman Escobar (Vp Real Estate) $223,008 $0 $32,603
Antonio Gomez (Vp Member Business Lending) $182,284 $0 $22,402
Dana Sisk (Cheif Operations Officer) $169,598 $0 $42,657
Shannon Srp (Chief Information Officer) $139,250 $0 $39,869
Lisa Martinez (Re Lending Specialist) $136,483 $0 $23,062
Gary Lankford (Vp Indirect Lending) $113,252 $0 $64,187
Virginia Whitham (Vp Human Resources) $112,574 $0 $11,855
Ashley Smith (Marketing Director) $110,714 $0 $22,500
Alexandre Mendes (Chief Financial Officer) $102,208 $0 $44,794
Vicki Gonzales (Chair) $0 $0 $0
Sylvia Martinez (1 St Vice Chair) $0 $0 $0
Don Rymer (2 Nd Vice Chair) $0 $0 $0
Pedro Rivera Jr (Treasurer) $0 $0 $0
Eloy Salazar (Secretary) $0 $0 $0
Wayne Cross (Director) $0 $0 $0
Dusty Finch (Director) $0 $0 $0
Jerry Woitas (Director) $0 $0 $0
John Jackson (Director) $0 $0 $0
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Document Links

990
Filed on Aug. 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$102,913,831
Expenses
$70,080,972
Net Income
$32,832,859
Net Assets
$155,174,716
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $101,581,122
98.7%
Investment Income $904,609
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $428,100
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,697,674
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $11,588,485
16.5%
Assets/Debt
Total Assets $1,675,627,885
Total Liabilities $1,520,453,169
Net Assets $155,174,716

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,501,564
Expenses
$57,916,449
Net Income
$25,585,115
Net Assets
$125,458,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $82,175,448
98.4%
Investment Income $1,298,247
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27,869
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,165,269
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $8,777,718
15.2%
Assets/Debt
Total Assets $1,326,759,805
Total Liabilities $1,201,300,965
Net Assets $125,458,840

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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