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Travis Credit Union

Organization summary

Type of Nonprofit

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

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
$193M (2022)

Expenses
$163M (2022)

Total Assets
$4.7B (2022)

Total Liabilities
$4.24B (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$193,300,043
Expenses
$162,759,745
Net Income
$30,540,298
Net Assets
$457,493,530
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $179,915,403
93.1%
Investment Income $12,695,649
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,833,743
Net Inventory Sales $0
Other Revenue $3,522,734
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $11,368,670
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $46,645,370
28.7%
Assets/Debt
Total Assets $4,698,766,675
Total Liabilities $4,241,273,145
Net Assets $457,493,530
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Maninder Johal (Sr. Mortgage Loan Officer) $1,898,209 $0 $16,518
Ivan Jones (Svp/Cfo) $791,849 $0 $28,564
Kevin Miller (Ceo/President) $544,950 $0 $52,751
Joseph Vitullo (Sr. Mortgage Loan Officer) $531,452 $0 $22,019
Barry Nelson (Ceo/President(former)) $457,201 $0 $33,084
Rickey Bradley (External Mortgage Sales Manager) $454,598 $0 $32,144
Aric Koshiyama (Wealth Advisor) $429,841 $0 $22,116
Nathan Cox (Svp, Chief Lending Officer) $333,484 $0 $29,720
Navneet Khanna (Executive Vice President) $318,229 $0 $35,645
Michael Joseph Levy (General Counsel) $317,994 $0 $25,009
Scott A Nichols (Svp, Chief Information Off) $311,721 $0 $44,031
Dena M Rothmann (Svp, Member Experience, Ch) $305,698 $0 $35,321
Grant Karsas (Vp, Digital Services) $270,480 $0 $22,575
Michael White (Financial Consultant) $252,837 $0 $51,068
Gloria Nunez (Vp, Member Experience) $252,021 $0 $51,275
John Caladim (Vp, Finance) $251,078 $0 $23,188
Mark Vinella (Vp, Compliance & Risk Management) $242,957 $0 $52,409
Michael Gradl (Vp, Wealth Management) $242,458 $0 $54,159
Cynthia Mcguire (Vp, Consumer Lending) $233,001 $0 $40,097
Lisa Craig (Vp, Real Estate) $232,209 $0 $20,654
Melvin Iverson (Vp, Payments) $208,793 $0 $52,496
Delannia Caldwell (Vp, Talent Management) $203,318 $0 $28,024
Craig Beaudry (Svp/Chief Information Offi) $195,834 $0 $14,924
Matthew Prosneski (Vp, Retail Operations) $190,209 $0 $49,657
Marlowe Flournoy (Vp, Information Services) $187,779 $0 $38,138

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,928,518
Expenses
$138,446,735
Net Income
$56,481,783
Net Assets
$485,513,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $179,661,466
92.2%
Investment Income $7,451,566
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$77,430
Net Inventory Sales $0
Other Revenue $7,892,916
4.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,438,574
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $44,776,153
32.3%
Assets/Debt
Total Assets $4,695,813,134
Total Liabilities $4,210,299,672
Net Assets $485,513,462
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Barry Nelson (Ceo/President) $2,206,326 $0 $47,989
Maninder Singh Johal (Sr. Mortgage Loan Officer) $1,548,754 $0 $14,912
Joseph Vitullo (Sr. Mortgage Loan Officer) $740,664 $0 $28,256
Rickey D Bradley (External Mortgage Sales Manager) $554,089 $0 $44,862
Verdella Marie Bryant (Sr. Mortgage Loan Officer) $455,766 $0 $27,484
Navneet Khanna (Executive Vice President) $436,291 $0 $160,378
Ivan Jones (Svp/Cfo) $432,870 $0 $126,567
Aric N Koshiyama (Wealth Advisor) $417,331 $0 $22,860
Nathan Cox (Svp, Chief Lending Officer) $307,936 $0 $131,778
Craig Beaudry (Svp/Chief Information Offi) $304,014 $0 $155,219
Dena M Rothmann (Svp, Member Experience, Chief Retail Officer) $278,170 $0 $145,255
Fabio R Biasella (Svp/Chief Marketing Office) $276,721 $0 $175,396
Teresa Shafer (Svp/Chief Human Resources) $272,769 $0 $39,345
Michael Joseph Levy (General Counsel) $262,677 $0 $22,420
John N Caladim (Vp, Finance) $250,118 $0 $22,754
Scott A Nichols (Svp, Chief Information Officer) $238,825 $0 $40,298
Gloria Nunez (Vp, Member Experience) $233,339 $0 $48,719
Michael S Gradl (Vp, Wealth Management & Insurance Services) $228,539 $0 $51,710
Mark Vinella (Vp, Compliance & Risk Management) $227,922 $0 $46,779
David Paul Tyner (Vp, Information Services) $223,988 $0 $45,036
Freida R Child (Vp, Marketing) $215,142 $0 $43,975
Robert Gonzales (Vp, Business Banking) $203,307 $0 $35,659
Delannia G Caldwell (Vp, Talent Management) $196,779 $0 $27,289
Jaimie Galeano (Vp, Retail Sales And Service) $194,405 $0 $46,775
Matthew Prosneski (Vp, Retail Operations) $183,070 $0 $32,315

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$186,675,750
Expenses
$150,368,373
Net Income
$36,307,377
Net Assets
$433,857,223
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $177,134,682
94.9%
Investment Income $6,664,008
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$26,919
Net Inventory Sales $0
Other Revenue $2,903,979
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,110,892
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $46,043,035
30.6%
Assets/Debt
Total Assets $4,253,827,937
Total Liabilities $3,819,970,714
Net Assets $433,857,223
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Maninder Singh Johal (External Loan Officer Real Estate) $1,660,426 $0 $15,229
Navneet Khanna (Executive Vice President) $938,540 $0 $545,808
Barry Nelson (Ceo/President) $847,332 $0 $2,405,456
Verdella Marie Bryant (External Loan Officer Real Estate) $697,006 $0 $21,930
Rickey D Bradley (External Mortgage Sales Manager) $597,156 $0 $37,969
Joseph Vitullo (External Loan Officer Real Estate) $568,885 $0 $25,569
Benjamin Bote (External Loan Officer Real Estate) $475,990 $0 $40,453
Ivan Jones (Svp/Cfo) $435,166 $0 $457,041
Stacy Fifield (Svp, Special Projects) $398,617 $0 $6,524
Craig Beaudry (Svp/Chief Information Officer) $317,604 $0 $353,529
Nathan Cox (Svp/Chief Lending Officer) $279,417 $0 $111,272
Fabio R Biasella (Svp/Chief Marketing Officer) $273,510 $0 $226,970
Teresa Shafer (Svp/Chief Human Resources) $260,378 $0 $36,646
Dena M Rothmann (Svp/Cheif Retial Officer) $245,956 $0 $32,998
Gloria Nunez (Vp Central Operations) $245,433 $0 $45,219
John N Caladim (Vp Finance) $239,535 $0 $21,189
Michael S Gradl (Vp Wealth Management And Insurance Services) $235,109 $0 $47,434
Mark Vinella (Vp Compliance & Risk Management) $230,855 $0 $46,034
Scott A Nichols (Vp Information Services) $228,906 $0 $36,816
Marie A Keen (Vp Digital & Contact Center Channel Delivery) $214,114 $0 $31,214
Michelle S Peterson (Svp/Cheif Retial Officer) $200,484 $0 $19,879
Freida R Child (Vp Marketing) $196,737 $0 $43,735
David Paul Tyner (Vp Information Services) $196,491 $0 $42,717
Latanya R Robinson (Vp Real Estate) $191,748 $0 $29,468
Cynthia Mcguire (Vp Consumer Lending) $191,394 $0 $36,453

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$180,779,315
Expenses
$150,351,665
Net Income
$30,427,650
Net Assets
$394,917,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $700,000
0.4%
Program Services $159,679,331
88.3%
Investment Income $13,415,854
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,984,130
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,279,529
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $42,527,922
28.3%
Assets/Debt
Total Assets $3,365,005,976
Total Liabilities $2,970,088,029
Net Assets $394,917,947
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Barry Nelson (Ceo/President) $698,829 $0 $1,970,870
Navneet Khanna (Executive Vice President) $379,704 $0 $935,801
Ivan Jones (Svp/Cfo) $373,954 $0 $368,176
Aric N Koshiyama (Wealth Advisor) $326,390 $0 $21,449
Benjamin Bote (External Loan Officer Real Estate) $282,745 $0 $18,929
Arthur M Schwartz (Svp/Chief Human Resources Officer) $274,888 $0 $581,717
Stacy Fifield (Svp, Special Projects) $272,877 $0 $623,046
Craig Beaudry (Svp/Chief Information Officer) $264,537 $0 $257,552
Joseph Vitullo (External Loan Officer Real Estate) $263,379 $0 $25,801
Fabio R Biasella (Svp/Chief Marketing Officer) $255,383 $0 $91,503
Michael J White (Financial Consultant) $236,663 $0 $23,864
Michelle S Peterson (Svp/Member Experience, Chief Retail Officer) $226,323 $0 $96,698
Elizabeth A Fuller (External Loan Officer Real Estate) $220,977 $0 $6,947
Gloria Nunez (Vp Central Operations) $218,525 $0 $21,663
John N Caladim (Vp Finance) $211,208 $0 $19,721
Teresa Shafer (Svp/Chief Human Resources Officer) $208,446 $0 $23,199
Michael S Gradl (Vp Wealth Management And Insurance Services) $201,854 $0 $20,940
Marie A Keen (Vp Digital & Contact Center Channel Delivery) $197,701 $0 $29,920
Mark Vinella (Vp Compliance & Risk Management) $196,703 $0 $20,736
Scott A Nichols (Vp Information Services) $185,474 $0 $34,874
Karuna Francine Boards (Avp Business Services) $158,817 $0 $9,493
Cynthia Mcguire (Vp Consumer Lending) $156,486 $0 $34,355
Delannia G Caldwell (Vp Talent Management) $152,489 $0 $26,041
Richard E Lloyd (Avp Information Security) $152,220 $0 $19,443
Thomas Corio (Avp Internal Audit) $152,176 $0 $35,444

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,042,468
Expenses
$133,490,117
Net Income
$26,552,351
Net Assets
$358,938,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $500,000
0.3%
Program Services $147,709,539
92.3%
Investment Income $11,831,591
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$35,202
Net Inventory Sales $0
Other Revenue $36,540
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,435,672
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $35,696,327
26.7%
Assets/Debt
Total Assets $3,121,393,060
Total Liabilities $2,762,454,084
Net Assets $358,938,976
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Misun Thompson Former (Svp, Member Services & Coo) $690,661 $0 $6,565
Barry Nelson (President/Ceo) $681,985 $0 $1,566,609
Ivan Jones (Svp/Cfo) $514,593 $0 $287,912
Navneet Khanna (Executive Vice President) $369,599 $0 $777,246
Aric N Koshiyama (Wealth Advisor) $364,488 $0 $20,372
Arthur M Schwartz (Svp/Chief Human Resources Officer) $283,976 $0 $497,374
Stacy Fifield (Svp/Chief Lending Officer) $271,016 $0 $510,290
Craig Beaudry (Svp/Chief Information Officer) $260,410 $0 $163,476
Gloria Nunez (Vp, Central Operations) $215,904 $0 $47,333
John N Caladim (Vp Finance) $207,613 $0 $19,452
Teresa Shafer (Vp Human Resources & Training) $198,341 $0 $35,670
Julie A Rumph (Vp Consumer Lending) $194,427 $0 $18,357
Michael J White (Financial Consultant) $192,508 $0 $47,152
John M Shelby (Vp Business Banking) $190,238 $0 $34,002
Mark Vinella (Vp Compliance & Risk Management) $181,579 $0 $60,469
Karl B Goin Former (Vp Marketing) $176,888 $0 $36,114
Joseph Vitullo (External Loan Officer Real Estate) $173,754 $0 $24,173
Tahir A Masood (Business Relationship Officer) $166,105 $0 $26,365
Sherry Cordonnier (Avp Corporate Relations) $163,293 $0 $24,284
Steve D Winstead (Vp, Information Services) $162,717 $0 $35,010
Craig Crismon (Avp, Digital Delivery) $158,526 $0 $57,091
Michael S Gradl (Vp Wealth Management And Insurance Services) $155,782 $0 $47,785
Thomas Corio (Avp Internal Audit) $151,790 $0 $34,397
Delannia G Caldwell (Avp Organizational Learning & Knowledge Mgt) $150,702 $0 $25,358
Cynthia Mcguire (Avp Consumer Lending) $144,295 $0 $32,506

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$142,474,840
Expenses
$124,557,967
Net Income
$17,916,873
Net Assets
$332,400,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $131,629,021
92.4%
Investment Income $9,928,607
7.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$145,019
Net Inventory Sales $0
Other Revenue $1,062,231
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,592,767
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $33,598,827
27.0%
Assets/Debt
Total Assets $2,970,767,168
Total Liabilities $2,638,366,552
Net Assets $332,400,616
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Barry Nelson (President/Ceo) $1,340,859 $0 $1,196,706
Arthur M Schwartz (Svp/Chief Human Resources) $438,301 $0 $401,181
Stacy Fifield (Svp/Chief Lending Officer) $400,045 $0 $393,834
Ivan Jones (Svp/Cfo) $382,725 $0 $324,202
Navneet Khanna (Executive Vice President) $376,584 $0 $614,891
Aric N Koshiyama (Financial Consultant) $306,978 $0 $19,973
Misun Thompson (Svp, Member Services & Coo) $244,928 $0 $448,522
Craig Beaudry (Svp, Chief Information Officer) $241,985 $0 $72,577
Gloria Nunez (Vp Retail Delivery) $222,509 $0 $44,722
Teresa Shafer (Vp Human Resources & Train) $205,262 $0 $36,154
John N Caladim (Vp Finance) $203,678 $0 $37,097
Julie A Rumph (Vp Consumer Lending) $185,820 $0 $19,454
John Shelby (Vp Business Banking) $181,329 $0 $17,680
Mark Vinella (Vp Compliance & Risk Management) $172,811 $0 $56,214
Karl Goin (Vp Marketing) $164,925 $0 $21,160
Sherry Cordonnier (Avp Corporate Relations) $162,264 $0 $28,034
Craig Crismon (Avp E Commerce) $159,779 $0 $52,514
Michael White (Financial Consultant) $153,597 $0 $42,411
Lori Hill (Avp Human Resources) $150,195 $0 $17,939
Thomas Corio (Avp Internal Audit) $150,112 $0 $33,126
Delannia Caldwell (Avp Organization Learning) $149,796 $0 $24,623
Michael Sabado (Avp Application Systems) $147,838 $0 $8,582
Martin Fleischer (Avp Controller) $144,903 $0 $24,929
Cynthia Mcguire (Avp Consumer Lending) $144,367 $0 $31,313
Thomas Powers (Vp Wealth Management And Insurance Services) $141,604 $0 $43,126

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$129,112,930
Expenses
$108,301,656
Net Income
$20,811,274
Net Assets
$314,949,828
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $113,771,922
88.1%
Investment Income $14,153,636
11.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,687
Net Inventory Sales $0
Other Revenue $1,189,059
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,461,346
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $31,154,157
28.8%
Assets/Debt
Total Assets $2,692,135,769
Total Liabilities $2,377,185,941
Net Assets $314,949,828
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Richard Roark Former (Svp/Chief Information Offi) $744,835 $0 $15,464
Barry Nelson (President/Ceo) $696,561 $0 $1,305,100
Navneet Khanna (Executive Vice President) $541,880 $0 $458,493
Ivan Jones (Svp/Cfo) $292,395 $0 $217,306
Stacy Fifield (Svp/Chief Lending Officer) $262,282 $0 $412,964
Aric N Koshiyama (Sr Financial Consultant) $255,305 $0 $20,603
Arthur M Schwartz (Svp/Chief Human Resources) $253,733 $0 $465,716
Misun Thompson (Svp, Member Services & Coo) $224,466 $0 $332,431
Gloria Nunez (Vp Operations) $210,351 $0 $43,073
Craig Beaudry (Vp Systems & Technology) $196,246 $0 $31,828
Rebecca L Slaughter Former (Vp Enterprise Project Mana) $195,576 $0 $12,857
John N Caladim (Vp Finance) $190,365 $0 $34,401
Teresa Shafer (Vp Human Resources & Train) $190,339 $0 $33,894
Craig Crismon (Avp E Commerce) $155,459 $0 $43,692
Karl Goin (Vp Marketing & Product Dev) $154,126 $0 $19,514
Sherry Cordonnier (Avp Corporate Relations) $152,989 $0 $27,851
Julie A Rumph (Vp Loan Servicing) $149,525 $0 $12,962
Thomas Corio (Avp Internal Audit) $146,318 $0 $33,595
Lori Hill (Avp Human Resources) $142,941 $0 $17,507
Michael Sabado (Avp Application Systems) $140,983 $0 $8,900
Delannia Caldwell (Avp Organization Learning) $140,982 $0 $20,620
Deborah Aspling (Board Vice Chairperson) $3,757 $0 $0
Timothy Truesdale (Board Member) $3,436 $0 $0
Patricia Moreno (Board Chairperson) $3,281 $0 $0
Curt Newland (Board Member) $3,156 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$116,634,012
Expenses
$96,218,954
Net Income
$20,415,058
Net Assets
$295,122,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $101,377,387
86.9%
Investment Income $14,878,050
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$50,126
Net Inventory Sales $0
Other Revenue $428,701
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,445,543
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $31,303,683
32.5%
Assets/Debt
Total Assets $2,518,249,187
Total Liabilities $2,223,126,815
Net Assets $295,122,372
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Barry Nelson (President/Ceo) $585,574 $0 $491,415
Navneet Khanna (Executive Vice President) $313,625 $0 $258,568
Aric N Koshiyama (Sr Financial Consultant) $266,866 $0 $20,684
Stacy Fifield (Svp/Cheif Lending Officer) $255,390 $0 $159,145
Ivan Jones (Svp/Cfo) $249,944 $0 $111,166
Richard Roark (Svp/Chief Information Officer) $245,056 $0 $136,049
Arthur M Schwartz (Svp/Chief Human Resources Officer) $233,941 $0 $164,674
Misun Thompson (Svp, Member Services & Coo) $219,113 $0 $140,118
Gloria Nunez (Vp Operations) $207,123 $0 $49,396
Rebecca L Slaughter (Vp Enterprise Project Management) $181,739 $0 $18,308
Craig Beaudry (Vp Enterprise Applications) $178,696 $0 $32,196
Teresa Shafer (Vp Human Resources & Training) $175,062 $0 $32,884
John N Caladim (Vp Finance) $162,440 $0 $25,206
Cathy A Grimes (Vp Marketing & Product Development) $157,053 $0 $27,801
Sherry Cordonnier (Avp Corporate Relations) $154,869 $0 $17,532
Craig Crismon (Avp E Commerce) $153,441 $0 $40,953
Julie A Rumph (Avp Loan Servicing) $144,164 $0 $9,864
Thomas Corio (Avp Internal Audit) $142,241 $0 $34,149
Mark Vinella (Avp Compliance & Risk Management) $136,997 $0 $42,789
Lori Hill (Avp Human Resources) $134,368 $0 $8,175
Cynthia Mcguire (Avp Consumer Lending) $131,357 $0 $24,180
Dee Alarcon (Board Member) $4,321 $0 $0
Timothy Truesdale (Board Member) $2,725 $0 $0
Patricia Moreno (Board Chairperson) $2,529 $0 $0
Deborah Aspling (Board Vice Chairperson) $2,401 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$104,468,879
Expenses
$76,948,565
Net Income
$27,520,314
Net Assets
$275,946,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,183,807
85.4%
Investment Income $14,383,472
13.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$816,693
Net Inventory Sales $0
Other Revenue $1,718,293
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,097,515
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $25,216,083
32.8%
Assets/Debt
Total Assets $2,302,178,774
Total Liabilities $2,026,232,110
Net Assets $275,946,664
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patsy Van Ouwerkerk (President/Ceo (Former)) $1,297,327 $0 $194,777
Barry Nelson (President/Ceo) $486,163 $0 $375,509
Aric N Koshiyama (Sr Financial Consultant) $269,728 $0 $19,897
Navneet Khanna (Evp) $269,675 $0 $151,024
Richard Roark (Svp/Cio) $218,320 $0 $125,288
Stacy Fifield (Svp/Clo) $213,752 $0 $141,243
Arthur Schwartz (Senior Vp Of Administration) $212,199 $0 $150,110
Richard Bringgold (Commercial Loan Officer) $200,520 $0 $4,433
Misun Thompson (Svp/Coo) $196,791 $0 $128,579
Gloria Nunez (Vp Operations) $191,204 $0 $45,285
Cathy Grimes (Vp Marketing) $186,079 $0 $26,266
Ivan Jones (Svp/Cfo) $181,424 $0 $29,600
Craig Beaudry (Vp It Operations) $161,735 $0 $30,460
Teresa Shafer (Vp Of Human Resources) $159,879 $0 $31,076
Steven Langley (Vp Sales And Service) $154,213 $0 $37,373
Karuna Francine Boards (Vp Business Lending & Serv) $146,435 $0 $23,458
Sherry Cordonnier (Director Of Public Relations) $138,861 $0 $14,949
Craig Crismon (Avp It Network) $138,767 $0 $37,791
Thomas Corio (Director Of Auditing) $131,652 $0 $32,357
Mark Vinella (Director Of Compliance) $127,842 $0 $38,905
Mary Coburn (Secretary) $3,028 $0 $0
Curt Newland (Board Member) $2,662 $0 $0
Patricia Moreno (Board Chairperson) $2,439 $0 $0
Leonard Augustine (Board Member) $1,832 $0 $0
Douglas Beaumont (Supv Cmte Member) $1,635 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$95,626,078
Expenses
$69,610,441
Net Income
$26,015,637
Net Assets
$234,876,696
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $84,294,043
88.1%
Investment Income $10,133,248
10.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,363,599
Net Inventory Sales $0
Other Revenue $2,562,386
2.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,880,082
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $22,224,812
31.9%
Assets/Debt
Total Assets $2,144,538,561
Total Liabilities $1,909,661,865
Net Assets $234,876,696
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patsy Van Ouwerkerk (President/Ceo) $726,221 $0 $39,540
Lila Dressen (Evp (Former)) $436,860 $0 $44,374
Barry Nelson (Evp (Current)) $263,497 $0 $100,432
Aric N Koshiyama (Sr Financial Consultant) $254,984 $0 $19,707
Navneet Khanna (Svp/Cfo) $216,480 $0 $137,982
Richard Roark (Svp/Cio) $206,889 $0 $115,073
Stacy Fifield (Svp/Clo) $192,319 $0 $27,436
Arthur Schwartz (Senior Vp Of Administration) $188,617 $0 $133,916
Gloria Nunez (Vp Operations) $183,607 $0 $43,299
Cathy Rios (Vp Marketing) $173,250 $0 $27,884
Misun Thompson (Svp/Coo) $165,843 $0 $38,997
Steven Langley (Vp Sales And Service) $152,149 $0 $38,181
Craig Beaudry (Avp It Operations) $149,083 $0 $28,049
Karuna Francine Boards (Vp Business Lending & Serv) $140,915 $0 $1,845
Teresa Shafer (Vp Of Human Resources) $137,711 $0 $34,781
Craig Crismon (Avp It Network) $134,815 $0 $34,560
Ivan Jones (Vp Finance) $133,502 $0 $37,951
Dee Alarcon (Board Member) $4,523 $0 $0
Mary Coburn (Secretary) $3,894 $0 $0
Tim Truesdale (Board Member) $2,517 $0 $0
Tom Kulinksi (Treasurer) $2,063 $0 $0
Patricia Moreno (Board Chairperson) $1,876 $0 $0
Johanna Benker (Supv Cmte Chairperson) $1,713 $0 $0
Ann Rollin (Board Member) $1,664 $0 $0
Deborah Aspling (Board Vice Chairperson) $1,588 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,577,557
Expenses
$69,703,289
Net Income
$30,874,268
Net Assets
$228,548,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,223,141
85.7%
Investment Income $11,193,263
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,517,378
1.5%
Net Inventory Sales $0
Other Revenue $1,643,775
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,401,339
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $21,448,288
30.8%
Assets/Debt
Total Assets $2,026,378,791
Total Liabilities $1,797,830,684
Net Assets $228,548,107

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$101,581,878
Expenses
$79,927,272
Net Income
$21,654,606
Net Assets
$198,774,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,505,891
85.2%
Investment Income $14,994,943
14.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$186,073
Net Inventory Sales $0
Other Revenue $267,117
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,314,730
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $21,109,365
26.4%
Assets/Debt
Total Assets $1,920,132,626
Total Liabilities $1,721,358,106
Net Assets $198,774,520

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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