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Credit Unions In The State Of California

Redwood Credit Union
  • Santa Rosa, CA
  • Tax-exempt since Sept. 1961
  • EIN: 94-1244186

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
$305M (2022)

Expenses
$192M (2022)

Total Assets
$7.53B (2022)

Total Liabilities
$6.64B (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
$304,586,101
Expenses
$191,508,718
Net Income
$113,077,383
Net Assets
$891,827,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $267,576,429
87.8%
Investment Income $36,817,336
12.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $74,248
0.0%
Net Fundraising $0
Sales of Assets $118,088
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,708,806
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $58,740,070
30.7%
Assets/Debt
Total Assets $7,527,506,599
Total Liabilities $6,635,678,961
Net Assets $891,827,638
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (President/Ceo) $1,436,480 $0 $371,550
Cynthia Negri (Chief Admin Officer) $806,116 $0 $187,758
Michael Defazio (Financial Advisor) $789,697 $0 $9,150
Ronald Felder (Chief Financial Officer) $673,383 $0 $173,238
Anthony E Hildesheim (Chief Operating Officer) $670,029 $0 $163,287
Julie Nix (Financial Advisor) $526,431 $0 $18,010
Todd N Lindemann (Svp Payments) $524,585 $0 $79,754
Theresa Mitchell (External Mortgage Loan Officer) $463,517 $0 $18,151
Dianna Berthinier (Svp/Business Services) $448,505 $0 $85,153
Kristina Derkos (Svp People) $444,258 $0 $106,796
Michelle Anderson (Chief Lending Officer) $434,487 $0 $67,480
Mishel Kaufman (Chief Admin & Risk Officer) $417,233 $0 $97,213
Thomas Hubert (Svp/Auto, Insurance & Weath Services) $411,201 $0 $93,839
Clark R Matthiessen (Financial Advisor) $393,882 $0 $17,284
Deidre Holmes Thompson (Svp/ Member Experience) $352,593 $0 $70,166
Scott Dykstra (Sr Sba/ Comm Lo) $325,802 $0 $21,911
Aaron Collier (Svp It) $314,629 $0 $79,166
Sheila O'neil (External Mortgage Loan Officer) $311,504 $0 $16,134
Joseph Turfa (Financial Advisor) $311,094 $0 $11,402
Kristien Mahlmann (Svp/ Accounting & Finance) $300,157 $0 $70,369
Rob Eyler (Chair) $0 $0 $0
Jim Olmsted (Vice Chair) $0 $0 $0
Debra Watts (Treasurer) $0 $0 $0
Lisa Wittke Schaffner (Secretary) $0 $0 $0
Judy Herrerias James (Director) $0 $0 $0
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990
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$248,972,690
Expenses
$149,763,590
Net Income
$99,209,100
Net Assets
$796,297,980
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $244,650,227
98.3%
Investment Income $4,079,002
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $82,608
0.0%
Net Fundraising $0
Sales of Assets $160,853
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,769,678
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $53,405,725
35.7%
Assets/Debt
Total Assets $7,428,683,362
Total Liabilities $6,632,385,382
Net Assets $796,297,980
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (President/Ceo) $1,314,815 $0 $380,636
Michael Defazio (Financial Advisor) $777,676 $0 $8,700
Cynthia Negri (Chief Admin Officer) $708,761 $0 $177,935
Dianna Berthinier (Svp Lending) $605,808 $0 $77,865
Ronald Felder (Chief Financial & Risk Officer) $604,448 $0 $127,414
Anthony E Hildesheim (Chief Operating Officer) $563,781 $0 $112,049
Thomas Hubert (Svp/Auto, Insurance & Wealth Services) $563,470 $0 $102,590
Julie Nix (Financial Advisor) $528,153 $0 $17,260
Sheila O'neil (External Mortgage Loan Officer) $488,686 $0 $7,229
Kristina Derkos (Svp People) $430,503 $0 $123,195
Theresa Mitchell (External Mortgage Loan Officer) $421,584 $0 $19,604
Clark R Matthiessen (Financial Advisor) $384,293 $0 $15,653
Mishel Kaufman (Svp Risk Management) $373,863 $0 $92,339
Joseph Turfa (Financial Advisor) $326,843 $0 $10,857
Todd N Lindemann (Svp Payments) $326,739 $0 $82,804
Christine Foster (Wealth Advisor) $292,452 $0 $7,213
Matthew Martin (Svp/Comm And Gov't Relations) $286,939 $0 $55,398
Aaron Collier (Svp It) $270,407 $0 $59,653
Kimberly Williams (Svp/Strategy, Projects, Cre) $265,162 $0 $41,646
David Griffis (Sr Sba/Comm Loan Officer) $258,449 $0 $22,156
Judy Herrerias James (Chair) $0 $0 $0
Rob Eyler (Vice Chair) $0 $0 $0
Jim Olmsted (Secretary) $0 $0 $0
Lisa Wittke Schaffner (Treasurer) $0 $0 $0
Debra Watts (Director) $0 $0 $0
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990
Filed on Nov. 15, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,749,924
Expenses
$174,671,066
Net Income
$64,078,858
Net Assets
$693,684,305
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $233,933,220
98.0%
Investment Income $4,743,616
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $85,737
0.0%
Net Fundraising $0
Sales of Assets -$12,649
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,159,880
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $50,108,354
28.7%
Assets/Debt
Total Assets $6,235,157,465
Total Liabilities $5,541,473,160
Net Assets $693,684,305
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (President/Ceo) $1,126,303 $0 $273,553
Anthony E Hildesheim (Chief Administrative Officer) $736,012 $0 $83,775
Cynthia Negri (Coo) $709,439 $0 $178,941
Michael Defazio (Financial Advisor) $610,441 $0 $28,050
Ronald Felder (Chief Financial & Risk Officer) $585,557 $0 $169,675
Sheila O'neil (External Mortgage Loan Officer) $576,523 $0 $34,854
Kristina Derkos (Svp People) $422,230 $0 $158,381
Dianna Berthinier (Svp Lending) $420,684 $0 $123,821
Julie Nix (Financial Advisor) $392,629 $0 $16,780
Thomas Hubert (Auto, Ins & Wealth Service) $386,404 $0 $102,249
Clark R Matthiessen (Financial Advisor) $385,446 $0 $33,713
Andy Ramos (Svp Member Engagement) $370,935 $0 $108,339
Mishel Kaufman (Svp Risk Management) $357,778 $0 $82,391
Todd N Lindemann (Svp Payments) $307,556 $0 $98,727
Scott Dykstra (Sr Loan Officer) $295,894 $0 $32,340
Kimberly Williams (Svp/Strategy, Projects, Cre) $285,588 $0 $38,913
Kristen Mahlmann (Svp Accounting & Finance) $282,222 $0 $61,081
Matthew Martin (Svp/Comm And Gov't Relations) $278,578 $0 $78,155
Aaron Collier (Svp It) $263,022 $0 $69,573
Debra Watts (Chair) $0 $0 $0
Rod Dole (Vice Chair) $0 $0 $0
Robert Eyler (Treasurer) $0 $0 $0
Greg Mcguirk (Secretary) $0 $0 $0
Jim Olmsted (Director) $0 $0 $0
Judy Herrerias James (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
$237,085,485
Expenses
$147,851,363
Net Income
$89,234,122
Net Assets
$629,795,220
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $220,515,470
93.0%
Investment Income $16,454,788
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $87,478
0.0%
Net Fundraising $0
Sales of Assets $27,749
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,051,202
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $41,932,868
28.4%
Assets/Debt
Total Assets $4,988,759,555
Total Liabilities $4,358,964,335
Net Assets $629,795,220
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (President/Ceo) $1,250,431 $0 $280,671
Cynthia Negri (Coo) $684,815 $0 $202,575
Ronald Felder (Chief Financial & Risk Officer) $607,182 $0 $129,382
Michael Defazio (Financial Advisor) $598,340 $0 $17,137
Anthony E Hildesheim (Chief Administrative Officer) $500,674 $0 $185,730
Dianna Berthinier (Svp Lending) $444,955 $0 $89,629
Thomas Hubert (Auto, Ins & Wealth Service) $427,171 $0 $85,258
Julie Nix (Financial Advisor) $416,328 $0 $21,956
Kristina Derkos (Svp People) $415,921 $0 $135,837
Clark R Matthiessen (Financial Advisor) $413,524 $0 $27,744
Scott Dykstra (Sr Loan Officer) $400,116 $0 $21,135
Sheila O'neil (External Mortgage Loan Officer) $396,162 $0 $13,063
Mishel Kaufman (Svp Risk Management) $360,220 $0 $88,621
Todd N Lindemann (Svp Payments) $331,531 $0 $74,928
Alisa Heath (Svp/Accounting & Finance) $321,601 $0 $21,087
Matthew Martin (Svp/Comm And Gov't Relations) $292,564 $0 $49,548
Aaron Collier (Svp It) $269,064 $0 $48,087
Kimberly Williams (Svp/Strategy, Projects, Cre) $261,761 $0 $34,918
Suzanne Knowlton (Svp/Marketing & Communications) $240,221 $0 $22,994
David Upham (Svp Member Experience) $169,821 $0 $24,006
Debbie Watts (Chair) $0 $0 $0
Rod Dole (Vice Chair) $0 $0 $0
Robert Eyler (Treasurer) $0 $0 $0
Greg Mcguirk (Secretary) $0 $0 $0
Jim Olmsted (Director) $0 $0 $0
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990
Filed on Nov. 11, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$215,541,935
Expenses
$128,254,229
Net Income
$87,287,706
Net Assets
$541,086,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $196,393,563
91.1%
Investment Income $18,849,052
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $83,040
0.0%
Net Fundraising $0
Sales of Assets $216,280
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,362,773
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $33,411,566
26.1%
Assets/Debt
Total Assets $4,454,112,489
Total Liabilities $3,913,026,061
Net Assets $541,086,428
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (President/Ceo) $978,098 $0 $231,938
Ronald Felder (Chief Financial & Risk Officer) $658,908 $0 $103,283
Cynthia Negri (Coo) $544,621 $0 $157,817
Michael Defazio (Financial Advisor) $534,630 $0 $7,867
Kristina Derkos (Svp People) $499,209 $0 $108,246
Robin Mckenzie Left 818 (Svp Marketing & Communications) $488,466 $0 $36,404
Julie Nix (Financial Advisor) $406,129 $0 $19,788
Mishel Kaufman (Svp Risk Management) $398,804 $0 $76,288
Anthony E Hildesheim (Svp Cio) $385,259 $0 $150,566
John Ybarra (External Mortgage Loan Off) $369,806 $0 $19,305
Thomas Hubert (Auto, Ins & Wealth Services) $345,538 $0 $84,948
Dianna Berthinier (Svp Lending) $333,897 $0 $74,456
Alisa Heath (Svp/Accounting & Finance) $323,438 $0 $48,847
Clark R Matthiessen (Financial Advisor) $305,681 $0 $12,435
Christine Foster (Wealth Advisor) $299,140 $0 $11,142
Todd N Lindemann (Svp Payments) $258,826 $0 $62,471
David Upham (Svp Member Experience) $245,315 $0 $22,241
Kimberly Williams (Svp/Strategy, Projects, Cre) $237,016 $0 $16,558
Matthew Martin (Svp/Comm And Gov't Rel) $229,208 $0 $21,149
Suzanne Knowlton (Svp/Marketing & Communications) $221,022 $0 $19,938
Bob Steele (Chair) $0 $0 $0
Jim Olmsted (Vice Chair) $0 $0 $0
Debbie Watts (Treasurer) $0 $0 $0
Lisa Wittke Schaffner (Secretary) $0 $0 $0
Dave Imoto (Board Member) $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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PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$176,914,157
Expenses
$109,282,795
Net Income
$67,631,362
Net Assets
$453,819,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $164,058,596
92.7%
Investment Income $12,270,240
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $585,321
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,953,744
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $29,228,165
26.7%
Assets/Debt
Total Assets $4,030,135,754
Total Liabilities $3,576,316,744
Net Assets $453,819,010
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (President/Ceo) $1,589,387 $0 $254,451
Michael Defazio (Financial Advisor) $470,049 $0 $9,579
Cynthia Negri (Evp Coo) $460,396 $0 $147,428
Scott Dykstra (Senior Sba Commercial Loan) $359,410 $0 $14,135
Ronald Felder (Evp Clo) $335,853 $0 $98,714
Todd N Lindemann (Svp Payments) $311,066 $0 $47,658
Robin Mckenzie (Svp Marketing & Communications) $302,160 $0 $93,928
Anthony E Hildesheim (Svp Cio) $299,515 $0 $91,671
Theresa Mitchell (External Mortgage Loan Officer) $297,055 $0 $21,059
Kristina Derkos (Svp People) $293,890 $0 $106,214
Alisa Heath (Chief Financial & Risk Officer) $281,289 $0 $20,269
Christine Foster (Financial Advisor) $259,492 $0 $13,602
Julie Nix (Financial Advisor) $254,129 $0 $11,952
Thomas Hubert (Wealth Management Program Director) $253,104 $0 $61,911
Dianna Berthinier (Svp Lending) $245,267 $0 $29,583
Andy Ramos (Svp Member Experience) $244,963 $0 $86,635
Mishel Kaufman (Svp Risk Management) $227,115 $0 $71,277
Bob Steele (Chair) $0 $0 $0
Jim Olmsted (Vice Chair) $0 $0 $0
Debbie Watts (Treasurer) $0 $0 $0
Lisa Wittke Schaffner (Secretary) $0 $0 $0
Dave Imoto (Board Member) $0 $0 $0
Rod Dole (Board Member) $0 $0 $0
Greg Mcguirk (Board Member) $0 $0 $0
Bob Wieck (Board Member) $0 $0 $0
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990
Filed on Nov. 15, 2018

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

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PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$147,919,119
Expenses
$90,699,509
Net Income
$57,219,610
Net Assets
$386,211,264
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $147,938,259
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$19,140
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,125,387
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $31,949,692
35.2%
Assets/Debt
Total Assets $3,276,496,038
Total Liabilities $2,890,284,774
Net Assets $386,211,264
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (President/Ceo) $1,671,107 $0 $229,609
Michael Defazio (Financial Advisor) $407,562 $0 $9,579
Cynthia Negri (Evp Coo) $393,108 $0 $133,101
Ronald Felder (Evp Clo) $336,490 $0 $70,258
Christina Cook (Chief Financial & Risk Officer) $305,385 $0 $13,770
Clark Mathiessen (Financial Advisor) $272,368 $0 $17,477
Robin Mckenzie (Svp Marketing & Communications) $272,216 $0 $67,322
Kristina Derkos (Svp Administrative Service) $271,420 $0 $97,772
Scott Dykstra (Senior Sba Commercial Loan Officer) $258,941 $0 $13,776
Thomas Hubert (Svp Auto, Insurance & Wealth Services) $249,970 $0 $24,695
Anthony E Hildesheim (Svp Cio) $246,581 $0 $74,655
Andy Ramos (Svp Member Experience) $238,966 $0 $89,498
Jason Ehn (Sba Commercial Lending Manager) $232,985 $0 $18,289
Christine Foster (Financial Advisor) $232,255 $0 $12,992
Mishel Kaufman (Svp Risk Management) $208,588 $0 $55,383
Todd N Lindemann (Svp Payments) $202,418 $0 $45,896
Dianna Berthinier (Svp Lending) $194,796 $0 $8,155
Bobbi Beehler (Former Rcusg Executive Director) $133,004 $0 $0
Alisa Heath (Chief Financial & Risk Officer) $15,000 $0 $0
Bob Steele (Board Member) $0 $0 $0
Jim Olmsted (Board Member) $0 $0 $0
Debbie Watts (Board Member) $0 $0 $0
Dave Imoto (Board Member) $0 $0 $0
Lisa Wittke Schaffner (Board Member) $0 $0 $0
Rod Dole (Board Member) $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
$127,334,561
Expenses
$79,079,498
Net Income
$48,255,063
Net Assets
$329,027,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $127,068,012
99.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $266,549
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,796,210
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $28,807,538
36.4%
Assets/Debt
Total Assets $2,822,001,517
Total Liabilities $2,492,973,591
Net Assets $329,027,926
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (President/Ceo) $859,803 $0 $774,372
Michael Defazio (Financial Advisor) $392,138 $0 $8,641
Cynthia Negri (Evp Coo) $343,683 $0 $113,809
Wade Painter (Evp Cfo) $314,769 $0 $6,789
Christine Foster (Financial Advisor) $291,985 $0 $13,534
Ronald Felder (Evp Coo) $274,232 $0 $57,833
Anthony E Hildesheim (Svp Cio) $272,834 $0 $75,184
Thomas Hubert (Wealth Management Program Director) $270,906 $0 $24,493
Jason Ehn (Sba Commercial Lending Manager) $254,284 $0 $29,953
Clark Mathiessen (Financial Advisor) $253,075 $0 $21,359
Robin Mckenzie (Svp Marketing) $251,113 $0 $69,183
Kristina Derkos (Svp Administrative Services) $232,520 $0 $80,178
Christina Cook (Evp Cfo) $232,090 $0 $30,273
Bobbi Beehler (Rcusg Executive Director) $223,205 $0 $15,725
Andy Ramos (Svp Member Experience) $209,274 $0 $78,801
Michael Downey (Svp Business Services) $204,340 $0 $71,369
Mishel Kaufman (Svp Risk Management) $178,878 $0 $45,576
Todd N Lindemann (Svp Payments) $172,658 $0 $47,351
Bob Steele (Board Member) $0 $0 $0
Jim Olmsted (Board Member) $0 $0 $0
Debbie Watts (Board Member) $0 $0 $0
Dave Imoto (Board Member) $0 $0 $0
Lisa Wittke Schaffner (Board Member) $0 $0 $0
Rod Dole (Board Member) $0 $0 $0
Greg Mcguirk (Board Member) $0 $0 $0
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990
Filed on Nov. 14, 2016

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

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PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$112,622,914
Expenses
$65,383,796
Net Income
$47,239,118
Net Assets
$280,765,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $112,864,816
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$241,902
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,449,726
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $28,326,527
43.3%
Assets/Debt
Total Assets $2,468,055,914
Total Liabilities $2,187,289,923
Net Assets $280,765,991
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (Ceo) $746,366 $0 $639,376
Anne Benjamin (Coo) $419,939 $0 $63,714
Michael Defazio (Financial Advisor) $366,186 $0 $12,815
Wade Painter (Cfo) $332,899 $0 $63,772
Cynthia Negri (Coo) $307,747 $0 $49,863
Christine Foster (Financial Advisor) $297,979 $0 $7,800
Ronald Felder (Clo) $261,898 $0 $17,427
Jason Ehn (Sba Loan Officer) $259,895 $0 $26,571
Robin Mckenzie (Svp Marketing) $234,724 $0 $35,819
Andy Ramos (Svp Member Experience) $215,893 $0 $39,724
Clark Matthiessen (Financial Advisor) $215,307 $0 $21,452
Michael Downey (Svp Business Services) $215,211 $0 $63,343
Kristina Derkos (Svp Employee Relations) $212,958 $0 $36,983
Thomas Hubert (Wealth Management Program Director) $212,594 $0 $10,375
Bobbi Beehler (Rcusg Executive Director) $207,473 $0 $29,100
Anthony Hildesheim (Svp It) $200,995 $0 $37,226
Michael Bare (Svp Finance) $182,034 $0 $12,179
Mishel Kaufman (Svp Risk Management) $180,298 $0 $21,888
Todd N Lindemann (Svp Remote Delivery) $176,197 $0 $13,706
Bob Steele (Board Member) $0 $0 $0
Jim Olmsted (Board Member) $0 $0 $0
Debbie Watts (Board Member) $0 $0 $0
Dave Imoto (Board Member) $0 $0 $0
Lisa Wittke Schaffner (Board Member) $0 $0 $0
Rod Dole (Board Member) $0 $0 $0
See filing for compensation of 3 other people →
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Document Links

990
Filed on Nov. 13, 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
$107,385,256
Expenses
$58,688,648
Net Income
$48,696,608
Net Assets
$233,510,828
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,385,256
100%
Investment Income $0
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 $6,924,125
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $25,779,489
43.9%
Assets/Debt
Total Assets $2,271,285,863
Total Liabilities $2,037,775,035
Net Assets $233,510,828
Compensation
Key Employees and Officers Compensation Related Other
Brett Martinez (Ceo) $881,273 $0 $659,595
Anne Benjamin (Coo) $414,672 $0 $129,688
Clark Matthiessen (Financial Advisor) $331,091 $0 $20,893
Michael Defazio (Financial Advisor) $320,331 $0 $16,590
Wade Painter (Cfo) $314,734 $0 $133,007
Christine Foster (Financial Advisor) $302,323 $0 $33,863
Robin Mckenzie (Svp Marketing) $269,924 $0 $69,335
Cynthia Negri (Svp Retail Lending) $266,167 $0 $71,817
Jason Ehn (Sr. Sba Loan Officer) $249,786 $0 $28,412
Kristina Derkos (Svp Erd) $249,410 $0 $62,805
Michael Downey (Svp Business Services) $245,695 $0 $65,221
Tory J Ponsford (Sba Loan Officer) $243,026 $0 $26,911
Michael Bare (Svp Finance) $223,995 $0 $57,845
Andy Ramos (Svp Member Experience) $207,491 $0 $54,528
Anthony Hildesheim (Svp It) $198,676 $0 $71,030
Bobbi Beehler (Rcusg Executive Director) $197,394 $0 $66,815
Mishel Kaufman (Svp Risk Management) $196,670 $0 $50,109
Todd N Lindemann (Svp Remote Delivery) $163,156 $0 $29,847
Bob Steele (Board Member) $0 $0 $0
Jim Olmsted (Board Member) $0 $0 $0
Debbie Watts (Board Member) $0 $0 $0
Dave Imoto (Board Member) $0 $0 $0
Lisa Wittke Schaffner (Board Member) $0 $0 $0
Rod Dole (Board Member) $0 $0 $0
Greg Mcguirk (Board Member) $0 $0 $0
See filing for compensation of 2 other people →
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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
$108,367,125
Expenses
$76,359,617
Net Income
$32,007,508
Net Assets
$184,776,819
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $108,367,125
100%
Investment Income $0
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 $6,266,294
8.2%
Professional Fundraising Fees $0
Other Salaries and Wages $25,108,341
32.9%
Assets/Debt
Total Assets $2,103,788,766
Total Liabilities $1,919,011,947
Net Assets $184,776,819

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
$105,191,025
Expenses
$90,529,146
Net Income
$14,661,879
Net Assets
$152,941,217
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $105,191,025
100%
Investment Income $0
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 $4,857,766
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $24,444,880
27.0%
Assets/Debt
Total Assets $1,929,110,860
Total Liabilities $1,776,169,643
Net Assets $152,941,217

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

Fiscal Year Ending Dec.
2004

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