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Credit Unions In The State Of California

Meriwest Credit Union
  • San Jose, CA
  • Tax-exempt since Jan. 2014
  • EIN: 94-1521987

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. 2023 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 (2023)

Expenses
$98.6M (2023)

Total Assets
$2.19B (2023)

Total Liabilities
$2.04B (2023)

Source: Form 990 tax filings from 2013 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$101,079,580
Expenses
$98,580,471
Net Income
$2,499,109
Net Assets
$155,978,906
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,819,720
85.9%
Investment Income $13,592,856
13.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $667,004
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,805,705
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $18,626,316
18.9%
Assets/Debt
Total Assets $2,193,062,292
Total Liabilities $2,037,083,386
Net Assets $155,978,906
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeff Barnes (Svp, Chief Lending Officer) $642,600 $0 $10,011
Lisa Marie Pesta (President/Ceo) $578,215 $0 $27,226
Brian Hennessey (Chief Financial Officer) $503,393 $0 $47,448
Julie Ann Kirsch Former (President/Ceo) $419,630 $0 $21,922
Lina Esther Hess (Vp, Chief Technology Officer) $319,516 $0 $45,631
Jihong Huang (Vp, Chief Treasury Officer) $306,377 $0 $27,656
Keith France (Financial Advisor) $300,078 $0 $21,237
Gennady Fichtenholz (Vp, Digital Strategy And Engagement) $278,154 $0 $29,706
Melissa A Cleborne (Vp, Chief Human Resources Officer) $243,433 $0 $23,728
Rose Elaine Palacio Johnson (Vp, Business Lending) $238,549 $0 $20,913
Andrew Nguyen (Financial Advisor) $235,671 $0 $26,656
Ernesto Segovia (Avp, Network Operations) $231,618 $0 $27,956
Cynthia Delacerda Watson (Vp, Chief Risk & Operations Officer) $231,334 $0 $33,665
Amjad Elias (Vp, Retail Delivery) $212,894 $0 $43,345
Jean Christophe Labeau (Avp, Information Technology Development) $209,317 $0 $10,921
Brandi Hoffman Ooka (Vp, Consumer & Fintech Lending) $200,169 $0 $6,262
John Kwan (Assistant Controller) $195,255 $0 $28,156
Teresa Caseras (Vp, Marketing) $187,068 $0 $26,619
William H Schettler (Vp, Collections) $159,693 $0 $26,656
Mary Ellen Snider (Svp, Operational Risk & Compliance) $112,741 $0 $3,953
Drarthur L Jue (Chairperson) $0 $0 $0
Scott Timpe (Vice Chairman) $0 $0 $0
Harsha Vyas (Treasurer) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Udey Chaudhry (Board Member) $0 $0 $0
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990
Filed on Nov. 13, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,350,663
Expenses
$68,332,025
Net Income
$9,018,638
Net Assets
$142,192,292
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,734,004
88.9%
Investment Income $6,928,995
9.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,687,664
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,615,011
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $20,226,641
29.6%
Assets/Debt
Total Assets $2,248,988,827
Total Liabilities $2,106,796,535
Net Assets $142,192,292
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (President/Ceo) $816,701 $0 $40,786
Brian Hennessey (Chief Financial Officer) $725,774 $0 $42,104
Lisa Marie Pesta (Svp, Chief Operating Offic) $704,102 $0 $25,477
Jeff Barnes (Svp, Chief Lending Officer) $334,385 $0 $10,988
Lina Esther Hess (Vp It) $278,891 $0 $43,765
Jihong Huang (Vp Treasury & Finance) $267,033 $0 $28,869
Gennady Fichtenholz (Vp Digital Strategy And Engagement) $235,208 $0 $29,639
Ernesto Segovia (Avp Network Operations) $222,255 $0 $28,089
Mary Ellen Snider (Svp, Operational Risk & Compliance) $211,083 $0 $7,643
Keith France (Financial Advisor) $210,066 $0 $21,371
Amjad Elias (Vice President Retail Delivery) $203,676 $0 $39,428
John Kwan (Assistant Controller) $203,495 $0 $28,588
Thuy Trang Thi Phan (Senior Consumer Loan Specialist) $202,342 $0 $21,977
Drarthur L Jue (Chairperson) $0 $0 $0
Scott Timpe (Vice Chairman) $0 $0 $0
Harsha Vyas (Treasurer) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Udey Chaudhry (Board Member) $0 $0 $0
Edwin Mach (Board Member) $0 $0 $0
Charlie Munch (Board Member) $0 $0 $0
Stan Chapman (Board Member) $0 $0 $0
Jim Hicks (Board Member) $0 $0 $0
Steve Goveia (Supv Cmte Chairperson) $0 $0 $0
Philip Fluegemann (Supv Cmte Member) $0 $0 $0
Jason Laker (Supv Cmte Member) $0 $0 $0
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990
Filed on Oct. 16, 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
$69,088,485
Expenses
$59,548,796
Net Income
$9,539,689
Net Assets
$148,573,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,712,513
93.7%
Investment Income $4,162,607
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,706
0.0%
Net Inventory Sales $0
Other Revenue $194,659
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,643,868
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $20,448,400
34.3%
Assets/Debt
Total Assets $2,043,643,160
Total Liabilities $1,895,069,833
Net Assets $148,573,327
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (President/Ceo) $745,534 $0 $17,548
Brian Hennessey (Chief Financial Officer) $410,954 $0 $63,430
Lisa Marie Pesta (Svp, Chief Operating Offic) $350,197 $0 $70,087
Jeff Barnes (Svp, Chief Lending Officer) $323,784 $0 $10,061
Lina Esther Hess (Vp It) $266,473 $0 $19,768
Jihong Huang (Vp Treasury & Finance) $257,771 $0 $27,300
Fred Williamson (Relationship Manager) $229,871 $0 $17,548
Michael David Luong (Relationship Manager) $225,490 $0 $10,061
Gennady Fichtenholz (Vp Digital Strategy And Engagement) $223,738 $0 $27,300
Ernesto Segovia (Avp Network Operations) $217,379 $0 $25,749
Mary Ellen Snider (Vp Compliance And Operational Risk) $203,723 $0 $12,061
Amjad Elias (Vice President Retail Delivery) $188,954 $0 $21,806
Drarthur L Jue (Chairperson) $0 $0 $0
Scott Timpe (Vice Chairman) $0 $0 $0
Harsha Vyas (Treasurer) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Udey Chaudhry (Board Member) $0 $0 $0
Edwin Mach (Board Member) $0 $0 $0
Charlie Munch (Board Member) $0 $0 $0
Stan Chapman (Board Member) $0 $0 $0
Jim Hicks (Board Member) $0 $0 $0
Steve Goveia (Supv Cmte Chairperson) $0 $0 $0
Philip Fluegemann (Supv Cmte Member) $0 $0 $0
Jason Laker (Supv Cmte Member) $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
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,694,841
Expenses
$64,721,810
Net Income
$8,973,031
Net Assets
$131,567,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,492,474
92.9%
Investment Income $4,761,855
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,246
0.1%
Net Inventory Sales $0
Other Revenue $367,266
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,974,909
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $20,248,399
31.3%
Assets/Debt
Total Assets $1,884,893,406
Total Liabilities $1,753,325,967
Net Assets $131,567,439
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (President/Ceo) $905,585 $0 $7,040
Brian Hennessey (Chief Financial Officer) $393,458 $0 $211,691
Anthony Jose Cortez Former (Svp,Cxo) $346,302 $0 $1,337
Lisa Marie Pesta (Svp, Chief Operating Officer) $319,449 $0 $215,924
Jeff Barnes (Svp, Chief Lending Officer) $289,136 $0 $14,851
Jihong Huang (Vp Treasury & Finance) $266,701 $0 $25,973
Lina Esther Hess (Vp It) $257,750 $0 $17,349
Ernesto Segovia (Avp Network Operations) $212,830 $0 $23,939
Gennady Fichtenholz (Vp Digital Strategy And Engagement) $207,780 $0 $25,330
Robert Wesley Rogers (Vice President Business Banking) $204,398 $0 $16,049
Michael Davis Luong (Relationship Manager) $196,033 $0 $14,851
Mary Ellen Snider (Vp Compliance & Operational Risk) $191,680 $0 $16,671
John Kwan (Assistant Controller) $183,807 $0 $24,459
Drarthur L Jue (Chairperson) $0 $0 $0
Scott Timpe (Vice Chairman) $0 $0 $0
Harsha Vyas (Treasurer) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Udey Chaudhry (Board Member) $0 $0 $0
Edwin Mach (Board Member) $0 $0 $0
Charlie Munch (Board Member) $0 $0 $0
Stan Chapman (Board Member) $0 $0 $0
Jim Hicks (Board Member) $0 $0 $0
Steve Goveia (Supv Cmte Chairperson) $0 $0 $0
Philip Fluegemann (Supv Cmte Member) $0 $0 $0
Jennifer Mackie (Supv Cmte Member) $0 $0 $0
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990
Filed on Nov. 10, 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
$73,533,809
Expenses
$59,409,330
Net Income
$14,124,479
Net Assets
$126,011,139
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $67,154,856
91.3%
Investment Income $6,101,030
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $117,846
0.2%
Net Inventory Sales $0
Other Revenue $160,077
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,903,954
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $17,656,406
29.7%
Assets/Debt
Total Assets $1,678,537,853
Total Liabilities $1,552,526,714
Net Assets $126,011,139
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (Ceo) $846,492 $0 $2,224
Mark David Antonioli (Svp, Chief Credit Officer) $572,870 $0 $13,095
Brian Hennessey (Svp, Cfo) $362,032 $0 $62,872
Anthony Jose Cortez (Svp, Cxo) $274,994 $0 $67,806
Lisa Marie Pesta (Svp, Chief Hr & Coo) $271,313 $0 $75,920
Lina Esther Hess (Vp Informational Technology) $249,969 $0 $18,042
Jihong Huang (Vp Treasury & Finance) $224,751 $0 $26,906
Robert Wesley Rogers (Vice President Business Banking) $199,223 $0 $16,742
Ernesto Segovia (Avp Network Operations) $199,084 $0 $24,026
Gennady Fichtenholz (Vp Digital Strategy And Engagement) $181,569 $0 $26,506
Mary Ellen Snider (Vp Compliance And Operational Risk) $180,574 $0 $10,708
Amjad Elias (Vice President Retail Delivery) $170,512 $0 $22,986
Lisa G Romano (Controller) $166,323 $0 $10,408
Karl Nigg (Treasurer) $2,443 $0 $0
Scott Timpe (Vice Chairman) $965 $0 $0
Charles Munch (Board Member) $840 $0 $0
Dr Arthur L Jue (Chairperson) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Edwin Mach (Board Member) $0 $0 $0
Harsha Vyas (Board Member) $0 $0 $0
Udey Chaudrhy (Board Member) $0 $0 $0
Stanley Chapman (Board Member) $0 $0 $0
Philip Fluegemann (Supv Cmte Chairperson) $0 $0 $0
James M Hicks (Supv Cmte Member) $0 $0 $0
Steve Goveia (Supv Cmte Member) $0 $0 $0
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990
Filed on Nov. 13, 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
$67,382,751
Expenses
$55,095,745
Net Income
$12,287,006
Net Assets
$123,706,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,542,378
89.8%
Investment Income $5,261,544
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,150,894
1.7%
Net Inventory Sales $0
Other Revenue $427,935
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,700,499
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $16,266,343
29.5%
Assets/Debt
Total Assets $1,617,798,786
Total Liabilities $1,494,092,360
Net Assets $123,706,426
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (Ceo) $855,890 $0 $2,273
Brian Hennessey (Svp, Cfo) $356,823 $0 $2,733
Mark David Antonioli (Svp, Chief Credit Officer) $282,186 $0 $4,833
Lisa Marie Pesta (Svp, Chief Hr & Coo) $266,380 $0 $5,954
Anthony Jose Cortez (Svp, Cxo) $261,826 $0 $2,493
Lina Esther Hess (Vp Informational Technology) $241,179 $0 $6,900
Mary Arnette Grossweiler (Chief Compliance Officer) $221,775 $0 $1,474
Jihong Huang (Vp Treasury & Finance) $212,401 $0 $10,954
Ernesto Segovia (Avp Network Operations) $192,845 $0 $4,500
Gennady Fichtenholz (Avp Information Technology Development) $180,153 $0 $7,103
Mary Ellen Snider (Vp Compliance & Operatinal Risk) $165,071 $0 $3,918
Amjad Elias (Vp Retail Delivery) $164,286 $0 $3,954
John Kwan (Senior Accounting Manager) $149,408 $0 $5,104
Jean Christophe Labeau (Business Intelligence/Data Architect) $148,955 $0 $3,176
Edwin Mach (Vice Chairman) $803 $0 $0
Karl Nigg (Treasurer) $518 $0 $0
Stan Chapman (Chairperson) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Charles Munch (Board Member) $0 $0 $0
Arthur Jue (Board Member) $0 $0 $0
Scott Timpe (Board Member) $0 $0 $0
Harshada Vyas (Board Member) $0 $0 $0
Udey Chaudrhy (Board Member) $0 $0 $0
Philip Fluegemann (Supv Cmte Chairperson) $0 $0 $0
Jim Hicks (Supv Cmte Member) $0 $0 $0
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990
Filed on Nov. 8, 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
$57,698,801
Expenses
$46,644,958
Net Income
$11,053,843
Net Assets
$106,118,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,797,987
89.8%
Investment Income $5,235,961
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$47
Net Inventory Sales $0
Other Revenue $664,900
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,537,148
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $15,826,190
33.9%
Assets/Debt
Total Assets $1,486,442,082
Total Liabilities $1,380,323,174
Net Assets $106,118,908
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (Ceo) $792,868 $0 $116,383
Brian Hennessey (Cfo) $338,413 $0 $120,051
Mark David Antonioli (Svp & Chief Credit Officer) $271,196 $0 $127,443
Lisa Marie Pesta (Svp, Chief Hr & Operation) $255,092 $0 $114,446
Anthony Jose Cortez (Chief Experience Officer) $253,043 $0 $15,384
Lina Esther Hess (Vp Information Technology) $231,576 $0 $33,384
Jihong Huang (Vp Finance) $201,310 $0 $25,466
Daniel Walsh Former (Relationship Manager) $187,574 $0 $1,950
Ernesto Segovia (Assistant Vp Network Operations) $187,319 $0 $20,387
Mary Arnette Grossweiler (Chief Compliance Officer) $185,922 $0 $7,992
Gennady Fichtenholz (Information Technology Manager) $172,251 $0 $20,387
Daniel Walls Former (Vp Business Banking) $159,854 $0 $17,195
Mary Ellen Snider (Vp Operational Risk) $150,261 $0 $7,992
Geraldine Cosico Basin (Relationship Manager) $146,644 $0 $14,765
Karl Nigg (Treasurer) $2,091 $0 $0
Edwin Mach (Vice Chairman) $921 $0 $0
Scott Timpe (Board Member) $553 $0 $0
Philip Fluegemann (Supv Cmte Member) $259 $0 $0
Charlie Munch (Board Chairman) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Stanley Chapman (Board Member) $0 $0 $0
Arthur Jue (Board Member) $0 $0 $0
Jim Hicks (Supv Cmte Chairman) $0 $0 $0
Harsha Vyas (Supv Cmte 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
$51,464,594
Expenses
$42,459,060
Net Income
$9,005,534
Net Assets
$92,522,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,012,035
89.4%
Investment Income $4,967,636
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$161
Net Inventory Sales $0
Other Revenue $485,084
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,416,068
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $14,404,444
33.9%
Assets/Debt
Total Assets $1,344,502,553
Total Liabilities $1,251,979,859
Net Assets $92,522,694
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (Ceo) $695,530 $0 $7,720
Bahman Shamlou (Loan Consultant) $492,657 $0 $20,566
Brian Hennessey (Cfo) $322,163 $0 $45,930
John Phillip Souza (Loan Consultant) $319,424 $0 $21,760
Creighton D Galloway Iv (Loan Consultant) $268,261 $0 $15,561
Mark David Antonioli (Svp & Chief Credit Officer) $255,144 $0 $99,679
Lisa Marie Pesta (Svp, Chief Hr And Operatio) $244,864 $0 $56,010
Anthony Jose Cortez (Chief Experience Officer) $240,351 $0 $47,782
Curtis Edward Linville (Loan Consultant) $227,075 $0 $8,711
Gwendolyn Wong Former (Vp Business Banking) $219,285 $0 $9,183
Lina Esther Hess (Vp Information Technology) $218,503 $0 $18,750
Daniel Walsh (Relationship Manager) $197,834 $0 $2,731
Jihong Huang (Vp Finance) $180,064 $0 $28,397
Mary Arnette Grossweiler (Chief Compliance Officer) $179,447 $0 $11,506
Susan Wi Min Louie (Vp Controller) $175,599 $0 $6,713
Anita Domondon (Vp Of Loan Administration) $174,266 $0 $9,206
Karl Nigg (Treasurer) $2,695 $0 $0
Scott Timpe (Board Member) $1,617 $0 $0
Arthur Jue (Board Member) $1,286 $0 $0
Stanley Chapman (Board Chairman) $0 $0 $0
Edwin Mach (Vice Chairman) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Charlie Munch (Board Member) $0 $0 $0
Jim Hicks (Supv Cmte Chairman) $0 $0 $0
Philip Fluegemann (Supv Cmte Member) $0 $0 $0
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990
Filed on Sept. 12, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,000,681
Expenses
$36,995,141
Net Income
$7,005,540
Net Assets
$92,037,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,711,953
90.3%
Investment Income $4,316,789
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$28,061
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,238,367
11.5%
Professional Fundraising Fees $0
Other Salaries and Wages $12,541,943
33.9%
Assets/Debt
Total Assets $1,224,933,913
Total Liabilities $1,132,896,543
Net Assets $92,037,370
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (Ceo) $633,935 $0 $3,162
Creighton D Galloway Iv (Loan Consultant) $440,600 $0 $17,633
John Phillip Souza (Loan Consultant) $327,332 $0 $24,340
Brian Hennessey (Cfo) $320,123 $0 $12,264
Curtis Edward Linville (Loan Consultant) $253,042 $0 $9,618
Mark David Antonioli (Svp & Chief Credit Officer) $250,583 $0 $18,673
Lisa Marie Pesta (Svp, Chief Hr And Operatio) $246,276 $0 $25,340
Bahman Shamlou (Loan Consultant) $243,749 $0 $23,116
Anthony Jose Cortez (Chief Experience Officer) $236,730 $0 $17,633
Lina Esther Hess (Vp Information Technology) $218,146 $0 $19,370
Mary Arnette Grossweiler (Chief Compliance Officer) $184,973 $0 $10,008
Russell Markman (Avp It Development) $181,548 $0 $17,633
Gwendolyn Wong (Vp Business Banking) $177,179 $0 $9,966
Anita Domondon (Vp Of Loan Administration) $173,548 $0 $9,618
Jihong Huang (Vp Finance) $172,056 $0 $32,138
Susan Wi Min Louie (Vp Controller) $168,169 $0 $5,900
Karl Nigg (Treasurer) $3,019 $0 $0
Arthur Jue (Board Member) $2,865 $0 $0
Charlie Munch (Board Member) $1,819 $0 $0
Scott Timpe (Board Member) $1,631 $0 $0
Stanley Chapman (Board Chairman) $1,044 $0 $0
Edwin Mach (Vice Chairman) $0 $0 $0
Lauren Burch (Secretary) $0 $0 $0
Jim Hicks (Supv Cmte Chairman) $0 $0 $0
Philip Fluegemann (Supv Cmte Member) $0 $0 $0
See filing for compensation of 1 other people →
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990
Filed on July 5, 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
$42,842,705
Expenses
$32,941,320
Net Income
$9,901,385
Net Assets
$92,465,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,464,054
85.1%
Investment Income $5,125,421
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $108,230
0.3%
Net Inventory Sales $0
Other Revenue $1,145,000
2.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,278,229
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $12,318,861
37.4%
Assets/Debt
Total Assets $1,057,506,843
Total Liabilities $965,041,407
Net Assets $92,465,436
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Ann Kirsch (Ceo) $556,868 $0 $1,011
Brian Hennessey (Cfo) $275,534 $0 $9,465
Mark David Antonioli (Svp & Chief Credit Officer) $227,560 $0 $17,535
Lisa Marie Pesta (Svp, Chief Hr And Operations Officer) $222,751 $0 $23,491
Creighton D Galloway Iv (Loan Consultant) $219,224 $0 $15,455
Anthony Jose Cortez (Chief Experience Officer) $217,106 $0 $15,455
Lina Esther Hess (Vp Information Technology) $199,747 $0 $17,193
John Phillip Souza (Loan Consultant) $195,650 $0 $23,371
Mary Arnette Grossweiler (Chief Compliance Officer) $176,922 $0 $9,108
Curtis Edward Linville (Loan Consultant) $176,717 $0 $8,588
Russell Markman (Avp It Development) $167,936 $0 $15,455
Ernesto Segovia (Avp Network Operations) $165,014 $0 $23,653
Jihong Huang (Vp Treasury & Finance) $158,298 $0 $28,491
Anita Domondon (Vp Of Loan Administration) $156,845 $0 $8,499
Susan Wi Min Louie (Vp Controller) $155,952 $0 $5,438
Arthur Jue (Board Member) $1,954 $0 $0
Karl Nigg (Treasurer) $1,916 $0 $0
Charlie Munch (Board Member) $1,439 $0 $0
Stanley Chapman (Board Chairman) $796 $0 $0
Edwin Mach (Vice Chairman) $0 $0 $0
Ramsey Melugin (Secretary) $0 $0 $0
Scott Timpe (Board Member) $0 $0 $0
Jim Hicks (Supv Cmte Chairman) $0 $0 $0
Philip Fluegemann (Supv Cmte Member) $0 $0 $0
Harsha Vyas (Supv Cmte Member) $0 $0 $0
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990
Filed on Aug. 12, 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
$42,722,129
Expenses
$33,918,037
Net Income
$8,804,092
Net Assets
$84,400,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,392,559
82.8%
Investment Income $4,381,244
10.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $197,326
0.5%
Net Inventory Sales $0
Other Revenue $2,751,000
6.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,515,302
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $11,558,670
34.1%
Assets/Debt
Total Assets $1,027,899,289
Total Liabilities $943,499,237
Net Assets $84,400,052
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Christopher Owen (Ceo (Former)) $989,611 $0 $13,679
Julie Ann Kirsch (Ceo) $354,121 $0 $3,186
Lisa Marie Pesta (Vp Human Resources) $265,384 $0 $28,893
Creighton D Galloway Iv (Mortgage Loan Consultant) $190,356 $0 $18,201
Mark David Antonioli (Chief Credit Officer) $190,268 $0 $18,309
Lina Esther Hess (Vp Information Technology) $186,365 $0 $19,938
Anthony Jose Cortez (Vp Of Marketing) $182,593 $0 $18,201
John Phillip Souza (Mortgage Loan Consultant) $180,968 $0 $25,044
Curtis Edward Linville (Mortgage Loan Consultant) $179,301 $0 $8,599
Daniel Alfred Hapner (Director Of Mortgage Sale) $171,670 $0 $0
Russell Markman (Avp Of It Development) $158,119 $0 $18,078
Mary Arnette Grossweiler (Chief Compliance Officer) $157,787 $0 $9,379
Anita Domondon (Vp Of Loan Administration) $152,080 $0 $8,176
Brian Hennessey (Cfo) $103,955 $0 $2,937
Hudson Leemine Lee (Cfo (Former)) $49,871 $0 $23,953
Karl Nigg (Board Member) $2,023 $0 $987
Edwin Mach (Board Member) $830 $0 $0
Charlie Munch (Board Chairman) $0 $0 $0
Arthur Jue (Vice Chairman) $0 $0 $0
Stanley Chapman (Treasurer) $0 $0 $0
Ramsey Melugin (Secretary) $0 $0 $0
Barbara Haddock (Board Member) $0 $0 $0
Jim Hicks (Supv Cmte Chairman) $0 $0 $0
Philip Fluegemann (Supv Cmte Member) $0 $0 $0
Harsha Vyas (Supv Cmte Member) $0 $0 $0
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990
Filed on Aug. 13, 2014

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

View Filing
PDF XML

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