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Credit Unions In The State Of California

Schools Financial Credit Union
  • Sacramento, CA
  • Tax-exempt since Sept. 1961
  • EIN: 94-1189841

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

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

Category: Public, Society Benefit — Multipurpose and Other / Credit Unions (NTEE)

Details

According to its Dec. 2019 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$101M (2019)

Expenses
$69.3M (2019)

Total Assets
$0 (2019)

Total Liabilities
$0 (2019)

Source: Form 990 tax filings from 2011 to 2019

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.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$101,261,825
Expenses
$69,254,863
Net Income
$32,006,962
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,033,996
86.9%
Investment Income $8,792,499
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $470,674
0.5%
Net Fundraising $0
Sales of Assets $3,964,656
3.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,537,600
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $18,638,997
26.9%
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Timothy Marriott (President/Ceo) $826,080 $0 $849,120
Todd Devoogd (Svp Finance/Cfo) $279,664 $0 $35,145
Steve Langley (Svp Member Services/Chief Retail Officer) $248,270 $0 $32,110
Tom Kuang (Svp Information Services/Cio) $232,551 $0 $32,322
Jason Stiles (Vp Real Estate Lending) $210,630 $0 $29,375
Lisa Mackay (Vp Human Resources And Com) $208,652 $0 $21,916
Cathy Grimes (Vp Marketing) $202,192 $0 $22,394
Erik Sordahl (Vp Consumer Lending) $200,491 $0 $20,387
Erin Fritz (Vp Payment Systems) $177,352 $0 $27,197
Greg Smith (Director Through 9/19) $2,338 $0 $0
Marie B Smith (Chair) $0 $0 $0
Teresa Matista (Vice Chair) $0 $0 $0
Douglas Sato (Treasurer) $0 $0 $0
Dolores Bleekman (Secretary) $0 $0 $0
Luther Nolen (Director) $0 $0 $0
Emilio Martinez (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,424,376
Expenses
$58,817,005
Net Income
$27,607,371
Net Assets
$229,067,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,673,363
88.7%
Investment Income $9,296,523
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $453,586
0.5%
Net Fundraising $0
Sales of Assets $904
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,808,842
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $17,071,421
29.0%
Assets/Debt
Total Assets $1,988,079,825
Total Liabilities $1,759,012,272
Net Assets $229,067,553
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Timothy Marriott (President/Ceo) $748,299 $0 $472,720
Todd Devoogd (Svp Finance/Cfo) $264,325 $0 $40,799
Steve Langley (Svp Member Services/Chief Retail Officer) $229,926 $0 $36,969
Tom Kuang (Svp Information Services/Cio) $199,969 $0 $35,257
Lisa Mackay (Vp Human Resources And Compliance) $194,877 $0 $21,128
Cathy Grimes (Vp Marketing) $191,892 $0 $19,129
Jason Stiles (Vp Real Estate Lending) $185,368 $0 $34,295
Eric Lindstrom (Svp Information Services/Cio) $182,566 $0 $9,415
Erik Sordahl (Vp Consumer Lending) $167,971 $0 $19,241
Erin Fritz (Vp Payment Systems) $159,819 $0 $32,575
Greg Smith (Director) $3,677 $0 $0
Emilio Martinez (Director) $1,577 $0 $0
Marie B Smith (Chair) $0 $0 $0
Teresa Matista (Vice Chair) $0 $0 $0
Douglas Sato (Treasurer) $0 $0 $0
Dolores Bleekman (Secretary) $0 $0 $0
Luther Nolen (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,423,257
Expenses
$53,693,841
Net Income
$20,729,416
Net Assets
$203,540,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,312,642
86.4%
Investment Income $9,662,223
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $464,097
0.6%
Net Fundraising $0
Sales of Assets -$15,705
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,000,762
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $16,891,662
31.5%
Assets/Debt
Total Assets $1,906,068,581
Total Liabilities $1,702,527,920
Net Assets $203,540,661
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Timothy Marriott (President/Ceo) $697,322 $0 $445,156
Eric Lindstrom (Svp Information Services/Cio) $380,214 $0 -$78,336
Todd Devoogd (Svp Finance/Cfo) $246,233 $0 $39,961
Steve Langley (Svp Member Services/Chief Retail Officer) $224,908 $0 $34,630
Lindsay Shores (Loan Counselor) $222,051 $0 $35,198
Melinda Browning (Loan Counselor) $214,310 $0 $24,654
Lisa Mackay (Vp Human Resources And Compliance) $190,634 $0 $19,953
Tom Kuang (Vp Technology/Cto) $188,742 $0 $32,507
Cathy Grimes (Vp Marketing) $182,908 $0 $18,833
Douglas Sato (Treasurer) $5,037 $0 $0
Luther Nolen (Director) $3,876 $0 $0
Emilio Martinez (Director) $1,759 $0 $0
Marie B Smith (Chair) $0 $0 $0
Eugene J Houghton Jr (Vice Chair (Through 9/26/17)) $0 $0 $0
Theresa Matista (Vice Chair) $0 $0 $0
Dolores Bleekman (Secretary) $0 $0 $0
Greg Smith (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 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
$66,984,323
Expenses
$51,000,680
Net Income
$15,983,643
Net Assets
$183,146,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,373,789
81.2%
Investment Income $11,177,861
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $438,149
0.7%
Net Fundraising $0
Sales of Assets $994,524
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,391,638
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $16,644,152
32.6%
Assets/Debt
Total Assets $1,783,183,316
Total Liabilities $1,600,037,027
Net Assets $183,146,289
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Timothy Marriott (President/Ceo) $516,412 $0 $1,012,559
Lindsay Shores (Loan Counselor) $279,084 $0 $38,424
Melinda Browning (Loan Counselor) $270,501 $0 $34,228
Eric Lindstrom (Svp Information Services/Cio) $230,452 $0 $56,314
Todd Devoogd (Svp Finance/Cfo) $222,721 $0 $21,476
Steve Langley (Svp Member Services/Chief Retail Officer) $213,809 $0 $33,872
Tom Kuang (Vp Technology/Cto) $186,325 $0 $19,708
Lisa Mackay (Vp Human Resources And Compliance) $183,094 $0 $20,357
Rochelle Smith (Vp Loss Prevention & Security) $177,517 $0 $19,062
James P Jordan Iii (President/Ceo (Retired Jan 2016)) $76,884 $0 $4,557
Marie B Smith (Chair) $0 $0 $0
Eugene J Houghton Jr (Vice Chair) $0 $0 $0
Theresa Matista (Treasurer) $0 $0 $0
Dolores Bleekman (Secretary) $0 $0 $0
Luther Nolen (Director) $0 $0 $0
Douglas Sato (Director) $0 $0 $0
Emilio Martinez (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 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
$59,681,024
Expenses
$46,372,447
Net Income
$13,308,577
Net Assets
$170,089,456
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,325,794
79.3%
Investment Income $11,213,123
18.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $498,746
0.8%
Net Fundraising $0
Sales of Assets $643,361
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,826,441
14.7%
Professional Fundraising Fees $0
Other Salaries and Wages $10,889,945
23.5%
Assets/Debt
Total Assets $1,614,809,830
Total Liabilities $1,444,720,374
Net Assets $170,089,456
Compensation
Key Employees and Officers Compensation Related Other
James P Jordan Iii (President & Ceo) $5,277,551 $0 $428,147
Timothy Marriott (Executive Vp/Cfo) $351,775 $0 $265,540
Eric Lindstrom (Svp Information Services/Cio) $220,823 $0 $55,188
Melinda Browning (Loan Counselor) $214,978 $0 $32,109
Steve Langley (Svp Member Services) $190,971 $0 $18,641
Lindsay Shores (Loan Counselor) $181,172 $0 $31,533
Roy Worley (Vp Marketing) $178,926 $0 $31,103
Lisa Mackay (Vp Human Resources & Compliance) $177,279 $0 $18,701
Tom Kuang (Vp Technology/Cto) $177,142 $0 $15,709
Marie B Smith (Chair) $0 $0 $0
Eugene J Houghton Jr (Vice Chair) $0 $0 $0
Theresa Matista (Treasurer) $0 $0 $0
Dolores Bleekman (Secretary) $0 $0 $0
Luther Nolen (Director) $0 $0 $0
Douglas Sato (Director) $0 $0 $0
Emilio Martinez (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,481,739
Expenses
$43,219,532
Net Income
$13,262,207
Net Assets
$158,935,927
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,223,682
78.3%
Investment Income $11,938,749
21.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $349,972
0.6%
Net Fundraising $0
Sales of Assets -$30,664
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,328,858
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $14,643,548
33.9%
Assets/Debt
Total Assets $1,516,618,554
Total Liabilities $1,357,682,627
Net Assets $158,935,927
Compensation
Key Employees and Officers Compensation Related Other
James P Jordan Iii (President & Ceo) $662,360 $0 $662,641
Timothy Marriott (Executive Vp/Cfo) $272,011 $0 $183,798
Cheryl Harris (Svp Member Services) $240,824 $0 $18,908
Eric Lindstrom (Svp Information Services/Cio) $214,885 $0 $52,886
Roy Worley (Vp Marketing) $176,418 $0 $30,840
Lisa Mackay (Vp Human Resources & Compliance) $172,670 $0 $19,549
Tom Kuang (Vp Technology/Cto) $155,532 $0 $17,812
Rochelle Smith (Vp Audit & Security) $148,316 $0 $16,923
Sandra Phares (Vp Real Estate) $132,539 $0 $21,254
Emilio Martinez (Director) $2,076 $0 $0
Theresa Matista (Director) $1,277 $0 $0
Eugene J Houghton Jr (Chair) $0 $0 $0
Ronald E Kramnic (Vice Chair) $0 $0 $0
Marie B Smith (Treasurer) $0 $0 $0
Gloria L Ross (Secretary) $0 $0 $0
Dolores Bleekman (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 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
$55,648,629
Expenses
$40,897,539
Net Income
$14,751,090
Net Assets
$141,791,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,017,593
80.9%
Investment Income $9,683,704
17.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $343,230
0.6%
Net Fundraising $0
Sales of Assets $604,102
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,161,604
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $14,316,102
35.0%
Assets/Debt
Total Assets $1,443,792,481
Total Liabilities $1,302,000,762
Net Assets $141,791,719
Compensation
Key Employees and Officers Compensation Related Other
James P Jordan Iii (President & Ceo) $602,002 $0 $606,546
Cheryl Harris (Svp Member Services) $249,153 $0 -$4,212
Timothy Marriott (Executive Vp/Cfo) $240,771 $0 $182,573
Eric Lindstrom (Svp Information Services/Cio) $204,414 $0 $52,484
Lisa Mackay (Vp Human Resources & Compliance) $162,070 $0 $18,145
Roy Worley (Vp Marketing) $161,550 $0 $30,024
Tom Kuang (Vp Technology/Cto) $148,184 $0 $17,984
Sandra Phares (Vp Real Estate) $133,843 $0 $25,318
Rochelle Smith (Vp Audit & Security) $131,843 $0 $15,516
Emilio Martinez (Director) $1,026 $0 $0
Eugene J Houghton Jr (Chair) $0 $0 $0
Ronald E Kramnic (Vice Chair) $0 $0 $0
Marie B Smith (Treasurer) $0 $0 $0
Gloria L Ross (Secretary) $0 $0 $0
Theresa Matista (Director) $0 $0 $0
Dolores Bleekman (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 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
$57,529,574
Expenses
$43,393,609
Net Income
$14,135,965
Net Assets
$135,084,748
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,629,430
81.1%
Investment Income $9,850,226
17.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $274,929
0.5%
Net Fundraising $0
Sales of Assets $774,989
1.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,033,948
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $13,629,460
31.4%
Assets/Debt
Total Assets $1,405,824,884
Total Liabilities $1,270,740,136
Net Assets $135,084,748

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
$59,845,251
Expenses
$54,268,208
Net Income
$5,577,043
Net Assets
$113,799,319
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,157,491
83.8%
Investment Income $9,687,760
16.2%
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 $1,218,017
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $13,249,944
24.4%
Assets/Debt
Total Assets $1,326,798,786
Total Liabilities $1,212,999,467
Net Assets $113,799,319

Document Links

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

About This Data

What Is 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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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