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San Mateo Credit Union

  • Redwood City, CA
  • Tax-exempt since June 1961
  • EIN: 94-1231186

Organization summary

Type of Nonprofit

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

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

Donations to this organization are not tax deductible.

Details

According to its Dec. 2022 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
$70.1M (2022)

Expenses
$51.8M (2022)

Total Assets
$1.66B (2022)

Total Liabilities
$1.48B (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
$70,068,460
Expenses
$51,836,419
Net Income
$18,232,041
Net Assets
$179,128,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,827,484
85.4%
Investment Income $8,905,205
12.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,335,771
1.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,768,629
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $14,272,700
27.5%
Assets/Debt
Total Assets $1,661,497,926
Total Liabilities $1,482,369,102
Net Assets $179,128,824
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Wade Painter (Ceo/President) $801,842 $0 $22,500
Valerie Alsip (Evp/Coo) $559,420 $0 $14,845
David Diamond (Vp, Chief Financial Officer) $401,435 $0 $15,736
Patricia Ellingson (Svp, Chief Lending Officer) $379,450 $0 $17,787
Rebecca Nixon (Vp Employee Relations) $322,343 $0 $17,602
William Andrews (Vp Information Services) $285,860 $0 $16,493
Robert Carter (Vp Administrative Services) $285,028 $0 $13,462
Doreen Szymankski (Vp Member Experience) $285,006 $0 $20,676
Ignasio Medrano (Vp Digital Services) $283,909 $0 $12,505
Richard Kinzie (Vp Risk & Compliance) $273,672 $0 $17,754
Emilio Johansen (Executive Wealth Advisor) $261,971 $0 $22,472
Anatoly Vilderman (Executive Wealth Advisor) $248,227 $0 $13,224
Dani Robinson (Vp Credit Risk) $244,329 $0 $13,661
Suzanne Knowlton (Vp Marketing & Community Relations) $215,497 $0 $23,134
Cheryl Rayo (Vp Real Estate Lending) $215,273 $0 $9,410
Johnny Escalante (Director Of Information Services) $182,459 $0 $13,755
Janelle Eaton Escalante (Director Of Employee Relations) $162,507 $0 $6,166
Jon Galle (Lead Enterprise Applications Analyst) $157,638 $0 $17,748
Michael Claire (Chair) $0 $0 $0
Steve Divney (Vice Chair) $0 $0 $0
Kate Harr (Treasurer) $0 $0 $0
John Beiers (Secretary) $0 $0 $0
Magda Gonzalez (Director) $0 $0 $0
Brian Ponty (Director) $0 $0 $0
Donna Vaillancourt (Director (Thru 12/31/2022)) $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
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,342,431
Expenses
$46,583,108
Net Income
$12,759,323
Net Assets
$163,547,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,676,373
95.5%
Investment Income $188,663
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,477,395
4.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,052,290
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $13,592,766
29.2%
Assets/Debt
Total Assets $1,651,880,221
Total Liabilities $1,488,332,991
Net Assets $163,547,230
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Wade Painter (President/Ceo) $760,117 $0 $21,966
Valerie Alsip (Evp/Coo) $394,303 $0 $13,762
Jennifer Wilkinson (Svp/Clo) $306,160 $0 $16,117
David Diamond (Vp, Cfo) $293,070 $0 $14,087
Patricia Ellingson (Vp Real Estate Lending) $267,051 $0 $10,942
Rebecca Nixon (Vp Hr) $231,491 $0 $17,179
William Andrews (Vp Information Services) $216,509 $0 $14,294
Emilio Johansen (Wealth Advisor) $211,925 $0 $20,703
Ignasio Medrano (Vp Digital Services) $210,676 $0 $12,188
Richard Kinzie (Vp Risk) $209,572 $0 $15,158
Robert Carter (Vp Administrative Services) $206,792 $0 $12,734
Suzanne Knowlton (Vp Marketing) $205,375 $0 $21,048
Doreen Szymankski (Vp Member Experience) $189,319 $0 $20,715
Dani Robinson (Vp Credit Risk) $178,365 $0 $13,518
Cheryl Rayo (Avp Real Estate) $171,777 $0 $8,003
Anatoly Vilderman (Wealth Advisor) $165,877 $0 $7,819
Johnny Escalante (Is Manager) $155,974 $0 $13,297
Silvio Gomez (Real Estate Sales Manager) $149,324 $0 $10,399
Janelle Eaton Escalante (Director Of Employee Relations) $137,580 $0 $5,198
Brian Ponty (Chair) $0 $0 $0
Michael Claire (Vice Chair) $0 $0 $0
Kate Harr (Treasurer) $0 $0 $0
Steve Divney (Secretary) $0 $0 $0
John Beiers (Director) $0 $0 $0
Donna Vaillancourt (Director) $0 $0 $0
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990
Filed on Nov. 14, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,270,513
Expenses
$50,133,413
Net Income
$14,137,100
Net Assets
$149,344,361
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,318,010
89.2%
Investment Income $1,470,345
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,273,892
3.5%
Net Fundraising $0
Sales of Assets $3,208,266
5.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,843,522
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $14,109,312
28.1%
Assets/Debt
Total Assets $1,435,484,397
Total Liabilities $1,286,140,036
Net Assets $149,344,361
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Wade Painter (President/Ceo) $689,834 $0 $48,416
Valerie Alsip (Evp/Coo) $348,670 $0 $39,149
David Diamond (Vp, Cfo) $302,090 $0 $21,125
Jennifer Wilkinson (Svp/Clo) $253,735 $0 $27,600
Patricia Ellingson (Vp Real Estate Lending) $253,689 $0 $13,461
Emilio Johansen (Wealth Advisor) $229,239 $0 $25,837
Richard Kinzie (Vp Risk) $204,495 $0 $15,813
Robert Carter (Vp Administrative Services) $195,714 $0 $28,844
Rebecca Nixon (Vp Hr) $181,715 $0 $43,162
William Andrews (Vp Information Services) $180,167 $0 $28,072
Suzanne Knowlton (Vp Marketing) $179,243 $0 $22,261
Ignasio Medrano (Vp Digital Services) $177,990 $0 $31,051
Cheryl Rayo (Avp Real Estate) $170,720 $0 $7,619
Anatoly Vilderman (Wealth Advisor) $165,518 $0 $9,145
Doreen Szymankski (Vp Member Experience) $158,639 $0 $33,027
Dani Robinson (Vp Credit Risk) $157,347 $0 $29,875
Johnny Escalante (Is Manager) $132,588 $0 $15,625
Silvio Gomez (Real Estate Sales Manager) $125,229 $0 $19,003
Jon Galle (Enterprise App. Manager) $116,009 $0 $23,290
Donna Vaillancourt (Chair) $0 $0 $0
Brian Ponty (Vice Chair) $0 $0 $0
Michael Claire (Secretary) $0 $0 $0
Steve Divney (Treasurer) $0 $0 $0
John Beiers (Director) $0 $0 $0
Magda Gonzalez (Director) $0 $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
$62,264,732
Expenses
$46,496,514
Net Income
$15,768,218
Net Assets
$135,207,261
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,043,140
91.6%
Investment Income $2,613,386
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,148,425
3.5%
Net Fundraising $0
Sales of Assets $459,781
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,554,426
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $12,933,706
27.8%
Assets/Debt
Total Assets $1,161,663,520
Total Liabilities $1,026,456,259
Net Assets $135,207,261
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Wade Painter (President/Ceo) $674,967 $0 $22,656
Valerie Alsip (Evp/Coo) $366,859 $0 $25,848
Patricia Ellingson (Vp Real Estate Lending) $267,155 $0 $22,198
David Diamond (Vp, Cfo) $253,954 $0 $32,010
Jennifer Wilkinson (Svp/Clo) $228,199 $0 $25,882
Emilio Johansen (Wealth Advisor) $227,072 $0 $26,358
Rebecca Nixon (Vp Hr) $205,221 $0 $23,437
Richard Kinzie (Vp Risk) $197,368 $0 $16,679
Robert Carter (Vp Administrative Services) $196,664 $0 $18,626
William Andrews (Vp Information Services) $194,538 $0 $14,467
Ignasio Medrano (Vp Digital Services) $193,695 $0 $15,706
Anatoly Vilderman (Wealth Advisor) $192,410 $0 $12,125
Dani Robinson (Vp Credit Risk) $178,728 $0 $18,707
Doreen Szymankski (Vp Member Experience) $177,088 $0 $13,052
Cheryl Rayo (Avp Real Estate) $157,171 $0 $13,551
Sylvia Din (Accounting Manager) $137,677 $0 $11,655
Johnny Escalante (Is Manager) $126,283 $0 $13,095
Jon Galle (Enterprise App. Manager) $123,681 $0 $25,373
Magda Gonzalez (Chair) $0 $0 $0
Donna Vaillancourt (Vice Chair) $0 $0 $0
Brain Ponty (Secretary) $0 $0 $0
Michael Claire (Treasurer) $0 $0 $0
John Beiers (Director) $0 $0 $0
Steve Divney (Director) $0 $0 $0
Kate Harr (Director) $0 $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
$55,562,052
Expenses
$40,673,896
Net Income
$14,888,156
Net Assets
$119,439,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,086,058
90.1%
Investment Income $4,073,401
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,118,895
2.0%
Net Fundraising $0
Sales of Assets $283,698
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,129,364
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $11,101,827
27.3%
Assets/Debt
Total Assets $1,070,921,854
Total Liabilities $951,482,811
Net Assets $119,439,043
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Wade Painter (President/Ceo) $620,663 $0 $25,450
Valerie Alsip (Evp/Coo) $348,531 $0 $24,533
David Diamond (Vp, Cfo) $234,221 $0 $41,302
Robert Carter (Vp Administrative Services) $216,715 $0 $22,111
Emilio Johansen (Wealth Advisor) $204,000 $0 $48,569
Rebecca Nixon (Vp Hr) $196,618 $0 $17,063
Richard Kinzie (Vp Risk) $188,297 $0 $22,018
Ignasio Medrano (Vp Digital Services) $186,319 $0 $19,297
William Andrews (Vp Information Services) $180,279 $0 $17,520
Anatoly Vilderman (Wealth Advisor) $178,426 $0 $19,735
Doreen Szymankski (Vp Member Experience) $177,892 $0 $18,828
Dani Robinson (Vp Credit Risk) $172,460 $0 $21,474
Jonathan Meyer (Vp Mkt. & Community Relations) $165,947 $0 $30,950
Cheryl Rayo (Avp Real Estate) $152,537 $0 $18,742
Patricia Ellingson (Vp Real Estate Lending) $149,190 $0 $15,390
Sylvia Din (Accounting Manager) $139,452 $0 $11,033
Holly Fraser (Avp Financial Services) $129,734 $0 $7,981
John Beiers (Chair) $0 $0 $0
Magda Gonzalez (Vice Chair) $0 $0 $0
Donna Vaillancourt (Secretary) $0 $0 $0
Bob Adler (Treasurer) $0 $0 $0
Brain Ponty (Director) $0 $0 $0
Paul Scannell (Director) $0 $0 $0
Patricia Web (Director) $0 $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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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,217,703
Expenses
$37,456,481
Net Income
$11,761,222
Net Assets
$104,550,937
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,510,186
86.4%
Investment Income $5,523,517
11.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $881,581
1.8%
Net Fundraising $0
Sales of Assets $302,419
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,788,061
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $10,844,004
29.0%
Assets/Debt
Total Assets $1,008,514,781
Total Liabilities $903,963,844
Net Assets $104,550,937
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Wade Painter (President/Ceo) $524,326 $0 $24,266
Valerie Alsip (Evp/Coo) $280,973 $0 $31,215
Robert Carter (Vp Administative Services) $184,031 $0 $19,426
Richard Kinzie (Vp Risk) $183,108 $0 $19,865
Jack Chinn (Vp Finance) $179,733 $0 $2,591
Rebecca Nixon (Vp Hr) $179,454 $0 $23,672
Holly Fraser (Avp Financial Services) $166,018 $0 $16,257
Doreen Szymankski (Vp Member Experience) $164,874 $0 $18,921
Jonathan Meyer (Vp Mkt & Community Relations) $160,860 $0 $16,631
Ignasio Medrano (Vp Digital Services) $159,394 $0 $17,204
William Andrews (Vp Information Services) $158,356 $0 $14,478
Kathleen Behrendt (Avp Lending) $155,281 $0 $5,932
Dani Robinson (Vp Credit Risk Mgmt) $155,150 $0 $20,199
Julieta Abad (Mortgage Orgination Manager) $134,899 $0 $15,340
Syliva Din (Finance Manager) $134,838 $0 $6,824
Cheryl Rayo (Avp Real Estate) $126,728 $0 $15,073
Anatoly Vilderman (Wealth Advisor) $126,078 $0 $11,460
David Diamond (Vp & Cfo) $49,586 $0 $4,841
John Beiers (Chair) $0 $0 $0
Magda Gonzalez (Vice Chair) $0 $0 $0
Donna Vaillancourt (Secretary) $0 $0 $0
Bob Adler (Treasurer) $0 $0 $0
Paul Scannel (Director) $0 $0 $0
Brian Ponty (Director) $0 $0 $0
Patricia Web (Director) $0 $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
$44,636,286
Expenses
$35,826,050
Net Income
$8,810,236
Net Assets
$92,789,715
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,036,954
85.2%
Investment Income $4,766,268
10.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,413,214
3.2%
Net Fundraising $0
Sales of Assets $419,850
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,367,097
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $10,727,401
29.9%
Assets/Debt
Total Assets $936,616,252
Total Liabilities $843,826,537
Net Assets $92,789,715
Compensation
Key Employees and Officers Compensation Related Other
Wade Painter (President/Ceo) $474,021 $0 $17,290
Jack Chinn (Vp Finance) $266,971 $0 $45,195
Valerie Alsip (Svp/Coo) $235,880 $0 $15,812
Donald Kneisler (Vp Digitial Services) $190,744 $0 $22,886
Robert Carter (Vp Administative Services) $181,644 $0 $18,187
Holly Fraser (Avp Cuso) $166,075 $0 $17,472
Rebecca Nixon (Vp Hr) $161,169 $0 $23,848
Dani Robinson (Avp Credit Risk Mgmt) $160,040 $0 $22,091
Doreen Szymankski (Vp Member Experience) $153,454 $0 $22,441
William Andrews (Avp Information Services) $151,323 $0 $11,683
Kathleen Behrendt (Avp Lending) $149,191 $0 $24,638
Syliva Din (Finance Manager) $118,424 $0 $9,346
Cheryl Rayo (Mortgage Orgination Manager) $112,797 $0 $18,592
Cynthia Held (Marketing Manager) $110,056 $0 $32,222
David Capurro (System Administrator) $109,033 $0 $11,744
Paul Scannell (Chair) $0 $0 $0
Brain Ponty (Vice Chair) $0 $0 $0
John Beiers (Secretary) $0 $0 $0
Magda Gonzalez (Treasurer) $0 $0 $0
Patricia Webb (Director) $0 $0 $0
Donna Vaillancourt (Director) $0 $0 $0
Bob Adler (Director) $0 $0 $0
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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
$40,871,517
Expenses
$34,250,703
Net Income
$6,620,814
Net Assets
$83,979,480
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,164,200
86.0%
Investment Income $4,906,603
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $799,365
2.0%
Net Fundraising $0
Sales of Assets $1,349
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,994,975
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $10,177,990
29.7%
Assets/Debt
Total Assets $868,068,508
Total Liabilities $784,089,028
Net Assets $83,979,480
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Barry Jolette (Former President/Ceo) $510,664 $0 $20,511
Valerie Alsip (Svp Chief Operating Officer) $274,079 $0 $26,383
Jack Chinn (Vp Finance) $254,660 $0 $37,428
Donald Kneisler (Vp Digital Services) $225,941 $0 $36,138
Wade Painter (President/Ceo) $219,760 $0 $4,323
Stephen Tabler (Vp Marketing And Community Relations) $181,812 $0 $31,090
Robert Carter (Vp Administrative Services) $164,966 $0 $20,348
Rebecca Nixon (Vp Employee Relations) $163,093 $0 $18,643
Danita Z Robinson (Avp Risk Management) $151,586 $0 $24,202
William Andrews (Avp Information Services) $141,658 $0 $16,824
Doreen Szymanski (Avp Retail) $134,796 $0 $18,005
Jon Carlson (Former Avp Compliance And Operations) $126,840 $0 $19,263
Kathleen Behrendt (Avp Lending) $118,197 $0 $19,147
Emilio Johansen (Financial Advisor) $116,481 $0 $34,131
Patrick Thor (Financial Advisor) $116,227 $0 $17,755
Sylvia Din (Finance Manager) $116,125 $0 $10,509
Jennifer Srabian (Branch Manager) $106,284 $0 $28,752
Cynthia Held (Marketing Manager) $106,267 $0 $24,674
Magda Gonzalez (Director) $0 $0 $0
Donna Vaillancourt (Director) $0 $0 $0
Bob Adler (Director) $0 $0 $0
Patricia Webb (Chair) $0 $0 $0
Brian Ponty (Secretary) $0 $0 $0
Paul Scannell (Vice Chair) $0 $0 $0
John Beiers (Treasurer) $0 $0 $0
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990
Filed on Aug. 24, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,112,302
Expenses
$33,280,609
Net Income
$18,831,693
Net Assets
$77,358,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,273,375
63.8%
Investment Income $5,114,270
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $491,439
0.9%
Net Fundraising $0
Sales of Assets $13,239,061
25.4%
Net Inventory Sales $0
Other Revenue -$5,843
Notable Expenses Percent of Total Expenses
Executive Compensation $1,566,404
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $10,429,288
31.3%
Assets/Debt
Total Assets $802,760,617
Total Liabilities $725,401,952
Net Assets $77,358,665
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Barry Jolette (President/Ceo) $419,185 $0 $13,457
Valerie Alsip (Vp Lending & Operations) $248,819 $0 $17,908
Jack Chinn (Vp Finance) $198,296 $0 $28,556
Lecia Roundtree (Vp Human Resources) $192,491 $0 $15,553
Donald Kneisler (Vp Information Services) $191,434 $0 $25,135
Stephen Tabler (Vp Marketing) $160,320 $0 $20,710
Robert Carter (Vp Corporate Services) $155,858 $0 $11,223
Jeffrey Carion (Avp Member Services) $144,422 $0 $24,347
Danita Z Robinson (Ln Review & Recvy Mgr) $139,956 $0 $17,682
William Andrews (Information Services) $133,049 $0 $9,812
Emilio Johansen (Financial Advisor) $129,913 $0 $9,891
Patrick Thor (Financial Advisor) $129,597 $0 $6,103
Jon Carlson (Avp Operations) $118,736 $0 $23,669
Rebecca Nixon (Hr Manager) $112,014 $0 $10,525
Sylvia Din (Finance Manager) $104,493 $0 $17,190
Doreen Szymanski (Avp Branch Management) $103,645 $0 $20,156
Jeffrey Kawahara (Compliance Manager) $101,342 $0 $27,531
Darrell Kazak (Avp Lending) $77,049 $0 $9,504
Magda Gonzalez (Director) $0 $0 $0
Donna Vaillancourt (Director) $0 $0 $0
Bob Adler (Chair) $0 $0 $0
Patricia Webb (Vice Chair) $0 $0 $0
Brian Ponty (Treasure) $0 $0 $0
Paul Scannell (Scretary) $0 $0 $0
John Beiers (Director) $0 $0 $0
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Document Links

990
Filed on July 31, 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
$36,311,841
Expenses
$33,050,539
Net Income
$3,261,302
Net Assets
$58,526,972
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,638,744
87.1%
Investment Income $4,649,908
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $335,641
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$312,452
Notable Expenses Percent of Total Expenses
Executive Compensation $2,884,434
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $8,986,949
27.2%
Assets/Debt
Total Assets $748,071,264
Total Liabilities $689,544,292
Net Assets $58,526,972
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Barry Jolette (President/Ceo) $417,496 $0 $15,513
Valerie Alsip (Vp Lending & Operations) $238,555 $0 $19,934
Donald Kneisler (Vp Information Services) $225,033 $0 $26,845
Jack Chinn (Vp Finance) $198,327 $0 $21,765
Lecia Roundtree (Vp Human Resources) $164,772 $0 $19,004
Stephen Tabler (Vp Marketing) $160,352 $0 $21,391
Robert Carter (Vp Corporate Services) $142,118 $0 $10,653
Danita Z Robinson (Ln Review & Recvy Mgr) $136,335 $0 $20,589
Deborah Sunderman (Avp Lending) $128,178 $0 $15,501
Jon Carlson (Avp Member Services) $123,500 $0 $24,661
Magda Gonzalez (Director) $0 $0 $0
Donna Vaillancourt (Chair) $0 $0 $0
Bob Adler (Vice Chair) $0 $0 $0
Patricia Webb (Secretary) $0 $0 $0
Brian Ponty (Director) $0 $0 $0
Paul Scannell (Treasurer) $0 $0 $0
John Beiers (Director) $0 $0 $0
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Document Links

990
Filed on May 30, 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
$36,316,937
Expenses
$30,270,293
Net Income
$6,046,644
Net Assets
$55,265,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,169,719
85.8%
Investment Income $4,753,600
13.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $384,355
1.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,263
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,879,695
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $9,761,399
32.2%
Assets/Debt
Total Assets $712,678,350
Total Liabilities $657,412,680
Net Assets $55,265,670

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
$36,286,057
Expenses
$29,703,828
Net Income
$6,582,229
Net Assets
$49,219,026
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,911,374
87.9%
Investment Income $4,713,917
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $291,469
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$630,703
Notable Expenses Percent of Total Expenses
Executive Compensation $1,724,586
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $8,886,562
29.9%
Assets/Debt
Total Assets $649,138,031
Total Liabilities $599,919,005
Net Assets $49,219,026

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

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.

Updated