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Mtcu

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
$8.87M (2023)

Expenses
$8.01M (2023)

Total Assets
$138M (2023)

Total Liabilities
$127M (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,873,097
Expenses
$8,013,158
Net Income
$859,939
Net Assets
$11,001,672
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,561,915
85.2%
Investment Income $1,311,701
14.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$519
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $944,061
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,532,463
19.1%
Assets/Debt
Total Assets $138,084,055
Total Liabilities $127,082,383
Net Assets $11,001,672
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (Former President) $380,607 $0 $63,920
Justin Marler (President) $202,753 $0 $43,907
Brooke Martin (Former Cfo) $199,807 $0 $15,540
Cesar Tarin (Vice President Of Lending) $152,188 $0 $35,841
Susan Masten (Executive Vice President) $128,243 $0 $30,640
Estrella Aguilar (Cfo) $35,856 $0 $1,671
Nancy Ashley (Board Member) $0 $0 $0
Jon Brenner (Board Member) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Jayme Tedder (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,352,706
Expenses
$7,438,390
Net Income
$914,316
Net Assets
$9,643,040
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,283,076
87.2%
Investment Income $1,110,625
13.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$40,995
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $679,058
9.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,772,441
23.8%
Assets/Debt
Total Assets $148,244,519
Total Liabilities $138,601,479
Net Assets $9,643,040
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $264,243 $0 $49,472
Brooke Martin (Cfo) $167,272 $0 $25,176
Justin Marler (Coo) $137,924 $0 $34,971
Cesar Tarin (Vice President Of Lending) $122,775 $0 $32,350
Susan Masten (Executive Vice President) $118,312 $0 $29,316
Nancy Ashley (Board Member) $0 $0 $0
Jon Brenner (Board Member) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Jayme Tedder (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,400,793
Expenses
$6,775,537
Net Income
$625,256
Net Assets
$12,380,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,782,499
91.6%
Investment Income $599,892
8.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,402
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $647,535
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,524,653
22.5%
Assets/Debt
Total Assets $143,998,178
Total Liabilities $131,617,181
Net Assets $12,380,997
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $271,845 $0 $54,906
Brooke Martin (Cfo) $152,138 $0 $16,686
Justin Marler (Coo) $118,500 $0 $33,460
Cesar Tarin (Vice President Of Lending) $117,044 $0 $32,037
Susan Masten (Executive Vice President) $115,948 $0 $30,479
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Jayme Tedder (Treasurer) $0 $0 $0
Nancy Ashley (Board Member) $0 $0 $0
Virginia Conner (Board Member) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,741,069
Expenses
$6,960,232
Net Income
$780,837
Net Assets
$11,711,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,016,717
90.6%
Investment Income $722,652
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,700
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $608,568
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,643,391
23.6%
Assets/Debt
Total Assets $135,379,260
Total Liabilities $123,667,633
Net Assets $11,711,627
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $262,612 $0 $49,120
Brooke Martin (Cfo) $148,344 $0 $14,624
Cesar Tarin (Vice President Of Lending) $118,481 $0 $30,930
Susan Masten (Executive Vice President) $118,349 $0 $29,097
Justin Marler (Coo) $117,921 $0 $26,502
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Jayme Tedder (Treasurer) $0 $0 $0
Nancy Ashley (Board Member) $0 $0 $0
Virginia Conner (Board Member) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,453,685
Expenses
$7,076,638
Net Income
$377,047
Net Assets
$11,111,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,383,185
85.6%
Investment Income $1,070,500
14.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $570,725
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,928,997
27.3%
Assets/Debt
Total Assets $129,946,776
Total Liabilities $118,834,777
Net Assets $11,111,999
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $257,524 $0 $35,426
Brooke Martin (Cfo) $141,761 $0 $15,337
Susan Masten (Executive Vice President) $127,324 $0 $20,264
Cesar Tarin (Vice President Of Lending) $114,044 $0 $23,368
Justin Marler (Coo) $110,077 $0 $18,611
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Jayme Tedder (Treasurer) $0 $0 $0
Nancy Ashley (Board Member) $0 $0 $0
Robert Cedilo (Board Member (Until December 2019)) $0 $0 $0
Virginia Conner (Board Member) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Becky Espino (Board Member (Until November 2019)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,712,631
Expenses
$6,455,591
Net Income
$257,040
Net Assets
$9,899,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,671,149
84.5%
Investment Income $1,068,750
15.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$27,268
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $557,089
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,668,870
25.9%
Assets/Debt
Total Assets $129,853,916
Total Liabilities $119,954,643
Net Assets $9,899,273
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $232,868 $0 $33,766
Brooke Martin (Cfo) $126,552 $0 $17,099
Susan Masten (Executive Vice President) $119,282 $0 $20,238
Cesar Tarin (Vice President Of Logistics) $103,289 $0 $24,544
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Karen Kitto (Treasuer (Until Feb 2018)) $0 $0 $0
Jayme Tedder (Director (Jan)/Treasurer (Elected Feb 2018)) $0 $0 $0
Nancy Ashley (Board Member (Feb Dec)) $0 $0 $0
Robert Cedilo (Board Member) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Becky Espino (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,995,112
Expenses
$5,883,213
Net Income
$111,899
Net Assets
$10,023,400
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,182,214
86.4%
Investment Income $812,698
13.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $200
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $344,571
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,626,751
27.7%
Assets/Debt
Total Assets $121,691,202
Total Liabilities $111,667,802
Net Assets $10,023,400
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $172,188 $0 $30,948
Susan Masten (Executive Vice President) $100,508 $0 $20,613
Brooke Martin (Cfo) $90,969 $0 $17,615
Sandra Edmiston (Cfo) $26,217 $0 $3,774
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Karen Kitto (Treasurer) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Jayme Tedder (Board Member) $0 $0 $0
Betty Lathan (Board Member) $0 $0 $0
Becky Espino (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,970,325
Expenses
$5,806,557
Net Income
$163,768
Net Assets
$9,817,292
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,265,138
88.2%
Investment Income $652,480
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $52,707
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $402,231
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,364,251
23.5%
Assets/Debt
Total Assets $115,152,796
Total Liabilities $105,335,504
Net Assets $9,817,292
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $199,040 $0 $29,894
Sandra Edmiston (Cfo) $112,555 $0 $20,073
Susan Masten (Executive Vice President) $111,706 $0 $13,995
Brooke Martin (Cfo) $32,683 $0 $3,569
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Karen Kitto (Treasurer) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Jayme Tedder (Board Member) $0 $0 $0
Betty Lathan (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,981,412
Expenses
$5,512,320
Net Income
$469,092
Net Assets
$10,099,441
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,265,811
88.0%
Investment Income $665,117
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50,484
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $382,988
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,566,516
28.4%
Assets/Debt
Total Assets $115,120,033
Total Liabilities $105,020,592
Net Assets $10,099,441
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $219,370 $0 $23,979
Sandra Edmiston (Cfo) $120,617 $0 $17,251
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Karen Kitto (Treasurer) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Jayme Tedder (Board Member) $0 $0 $0
Betty Lathan (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,141,157
Expenses
$4,079,208
Net Income
$1,061,949
Net Assets
$9,924,486
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,529,590
88.1%
Investment Income $605,248
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,319
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $329,715
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,113,093
27.3%
Assets/Debt
Total Assets $114,374,739
Total Liabilities $104,450,253
Net Assets $9,924,486
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $200,245 $0 $9,969
Sandra Edmiston (Cfo) $107,412 $0 $10,755
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Karen Kitto (Treasurer) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Jayme Tedder (Board Member) $0 $0 $0
Betty Lathan (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,865,394
Expenses
$4,112,058
Net Income
$753,336
Net Assets
$9,102,312
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,029,025
82.8%
Investment Income $547,046
11.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $283,984
5.8%
Net Inventory Sales $0
Other Revenue $5,339
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $301,334
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,159,901
28.2%
Assets/Debt
Total Assets $105,071,417
Total Liabilities $95,969,105
Net Assets $9,102,312
Compensation
Key Employees and Officers Compensation Related Other
Jana Haney (President) $180,830 $0 $9,957
Sandra Edmiston (Cfo) $101,256 $0 $9,851
Betty Merritt (Chair) $0 $0 $0
Ofelia Pallanez (Vice Chair) $0 $0 $0
Linda Hancock (Secretary) $0 $0 $0
Karen Kitto (Treasurer) $0 $0 $0
Ariel Elliott (Board Member) $0 $0 $0
Roberto Cedillo (Board Member) $0 $0 $0
Betty Lathan (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,518,455
Expenses
$3,865,117
Net Income
$653,338
Net Assets
$8,289,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,876,738
85.8%
Investment Income $641,717
14.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $281,606
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,034,009
26.8%
Assets/Debt
Total Assets $101,448,587
Total Liabilities $93,158,747
Net Assets $8,289,840

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,935,655
Expenses
$4,200,653
Net Income
$735,002
Net Assets
$7,977,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,186,134
84.8%
Investment Income $739,118
15.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,403
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $251,682
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $993,779
23.7%
Assets/Debt
Total Assets $93,341,663
Total Liabilities $85,363,855
Net Assets $7,977,808

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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.

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