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Keypoint Credit Union

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
$69.3M (2022)

Expenses
$62.5M (2022)

Total Assets
$1.81B (2022)

Total Liabilities
$1.69B (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
$69,312,506
Expenses
$62,512,294
Net Income
$6,800,212
Net Assets
$117,211,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,116,605
86.7%
Investment Income $9,166,467
13.2%
Bond Proceeds $0
Royalties $0
Rental Property Income -$173,547
Net Fundraising $0
Sales of Assets -$106,786
Net Inventory Sales $0
Other Revenue $309,767
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,972,290
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $16,585,929
26.5%
Assets/Debt
Total Assets $1,806,959,309
Total Liabilities $1,689,747,484
Net Assets $117,211,825
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
T Bradford Canfield (President & Ceo) $1,062,742 $0 $37,466
Vi Luu (Chief Operating And Lending) $497,305 $0 $62,768
Leeanne Giblin (Chief Administrative Officer) $416,954 $0 $51,009
Andrew Manning (Chief Information Officer) $404,453 $0 $75,216
Steven Weiler (Svp Commercial Banking) $369,244 $0 $43,826
Trent Mcilhaney (Chief Financial Officer (Thru 08/22)) $287,023 $0 $28,745
Douglas Schrock (Vp Finance) $278,846 $0 $65,323
Marsha Berlinski (Svp Sales & Retail Lending) $256,626 $0 $41,494
Lawrence Scoffield (Vp Corporate Admin) $247,698 $0 $44,823
Raul Nieves Jr (Sr Mortgage Loan Officer) $246,839 $0 $42,280
Herman White (Dir. Comm Banking Ops) $231,797 $0 $34,025
Arie Elkins (Chief Information Security) $225,023 $0 $44,359
Eatan Vijan (Financial Advisor) $221,846 $0 $36,235
Joshua Herzog (Vp Operations And Member Experience) $220,591 $0 $45,722
Victor Smilgys (Vp It E Service) $213,473 $0 $28,563
Phuoc Ngo (Director It Infrastructure) $188,038 $0 $31,593
Gina Cordero (Mortgage Loan Manager) $183,805 $0 $27,371
Kevin Son (Sr Mortgage Loan Officer) $182,842 $0 $15,560
Doron Noyman (Vp Sales And Development) $179,513 $0 $55,123
Anita Domondon (Vp Re Lending) $173,254 $0 $28,051
David Greene (Vp Marketing) $172,455 $0 $48,780
Marsha Poenish (Chairperson) $0 $0 $0
Gary Garcia (Vice Chairperson) $0 $0 $0
Keith Stattenfield (Treasurer And Secretary) $0 $0 $0
Robert Lerner (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,301,836
Expenses
$51,441,704
Net Income
$27,860,132
Net Assets
$135,712,576
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,898,489
61.7%
Investment Income $4,278,856
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $131,055
0.2%
Net Fundraising $0
Sales of Assets $25,868,760
32.6%
Net Inventory Sales $0
Other Revenue $124,676
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,108,515
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $16,871,526
32.8%
Assets/Debt
Total Assets $1,639,289,410
Total Liabilities $1,503,576,834
Net Assets $135,712,576
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
T Bradford Canfield (President & Ceo) $735,281 $0 $47,781
Vi Luu (Chief Operating And Lending Officer) $458,966 $0 $46,261
Trent Mcilhaney (Chief Financial Officer) $419,177 $0 $37,867
Gina Cordero (Mortgage Loan Manager) $406,131 $0 $44,680
Steven Weiler (Svp Commercial Bankings) $378,811 $0 $48,967
Leeanne Giblin (Cao) $342,547 $0 $47,879
Raul Nieves Jr (Sr Mortgage Loan Officer) $296,115 $0 $41,281
Holy Q Do (Mortgage Loan Officer) $255,098 $0 $10,997
Andrew Manning (Cio) $236,581 $0 $45,495
Douglas Schrock (Vp Finance) $215,473 $0 $42,810
Marsha Berlinski (Svp Sales & Retail Lending) $211,310 $0 $33,249
Phuoc Ngo (Director It Infrastructure) $208,662 $0 $33,932
Lawrence Scoffield (Vp Corporate Admin) $206,960 $0 $42,810
Eatan Vijan (Financial Advisor) $203,643 $0 $37,434
Herman White (Dir. Comm Banking Ops) $201,973 $0 $25,011
Arie Elkins (Chief Information Security Officer) $200,583 $0 $43,074
Robert Lerner (Director) $10,897 $0 $0
Gregory Eby (Director) $7,784 $0 $0
John Tom (Director) $5,358 $0 $0
Marsha Poenish (Chairperson) $0 $0 $0
Gary Garcia (Vice Chairperson) $0 $0 $0
Keith Stattenfield (Treasurer And Secretary) $0 $0 $0
Baljinder Sandhu (Director) $0 $0 $0
Linda Chew (Director) $0 $0 $0
Leslie Guidice (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$51,308,722
Expenses
$48,833,778
Net Income
$2,474,944
Net Assets
$114,133,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,866,014
91.3%
Investment Income $3,640,175
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $515,583
1.0%
Net Fundraising $0
Sales of Assets -$13,280
Net Inventory Sales $0
Other Revenue $300,230
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,881,117
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $14,399,654
29.5%
Assets/Debt
Total Assets $1,496,633,127
Total Liabilities $1,382,499,763
Net Assets $114,133,364
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
T Bradford Canfield (President & Ceo) $607,681 $0 $32,433
Trent Mcilhaney (Chief Financial Officer) $409,129 $0 $32,433
Vi Luu (Chief Lending Officer) $406,714 $0 $21,019
Gina Cordero (Mortgage Loan Manager) $404,877 $0 $32,433
Leeanne Giblin (Chief Human Resources Officer) $365,694 $0 $31,378
Raul Nieves Jr (Sr Mortgage Loan Officer) $311,308 $0 $32,433
Steven Weiler (Svp Commercial Bankings) $291,115 $0 $7,958
Holy Q Do (Mortgage Loan Officer) $244,595 $0 $17,445
Douglas Schrock (Vp Finance) $221,402 $0 $23,586
Marsha Berlinski (Vp Re Lending) $220,920 $0 $9,548
Lawrence Scoffield (Vp Corporate Admin) $212,982 $0 $23,333
Roger Alvarado (Dir. Sales, Re Lending) $203,637 $0 $16,469
Herman White (Dir. Comm Banking Ops) $196,294 $0 $9,794
Victor Smilgys (Vp It E Services) $184,298 $0 $22,830
Arie Elkins (Chief Information Security Officer) $180,413 $0 $27,385
Joshua Herzog (Vp Ops & Member Experience) $175,813 $0 $26,171
Doron Noyman (Vp Sales & Development) $159,108 $0 $27,844
Anthony Vitale (Chief Information Officer) $125,492 $0 $11,292
Gregory Eby (Director) $7,784 $0 $0
John Tom (Director) $7,784 $0 $0
Robert Lerner (Director) $7,580 $0 $0
Baljinder Sandhu (Chairperson) $0 $0 $0
Keith Stattenfield (Vice Chairperson) $0 $0 $0
Marsha Poenish (Secretary & Treasurer) $0 $0 $0
Gary Garcia (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,987,067
Expenses
$52,479,549
Net Income
$3,507,518
Net Assets
$108,779,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,710,724
87.0%
Investment Income $6,093,553
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $799,600
1.4%
Net Fundraising $0
Sales of Assets $95,858
0.2%
Net Inventory Sales $0
Other Revenue $287,332
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,073,151
9.7%
Professional Fundraising Fees $0
Other Salaries and Wages $13,070,540
24.9%
Assets/Debt
Total Assets $1,295,433,092
Total Liabilities $1,186,653,340
Net Assets $108,779,752
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
T Bradford Canfield (President & Ceo) $718,312 $0 $40,011
Vi Luu (Chief Lending Officer) $407,677 $0 $24,815
Anthony Vitale (Chief Information Officer) $376,688 $0 $41,580
Leeanne Giblin (Chief Human Resources Officer) $362,285 $0 $20,858
Trent Mcilhaney (Chief Finance Officer) $305,989 $0 $27,038
Steven Weiler (Svp Commercial Bankings) $287,075 $0 $12,196
Raul Nieves Jr (Sr Mortgage Loan Officer) $255,424 $0 $27,813
Douglas Schrock (Vp Finance) $235,264 $0 $29,254
Andy Ramos (Chief Retail Officer) $228,168 $0 $15,592
Michelle Murphy (Director Sales & Re Lending) $226,037 $0 $20,062
Gina Cordero (Mortgage Loan Manager) $225,243 $0 $25,050
Lawrence Scoffield (Vp Corporate Admin) $211,161 $0 $25,339
Marsha Berlinski (Vp Re Lending) $210,878 $0 $9,760
Jeff Aana (Director Com Sales & Origination) $206,116 $0 $6,952
Eatan Vijan (Financial Advisor) $201,955 $0 $20,433
Belinda Blair (Vp Marketing) $198,610 $0 $18,026
Victor Smilgys (Vp It Eservices) $189,705 $0 $31,033
Judith Sepik (Vp Retail Operations) $188,443 $0 $29,055
Michael Ivezic (Vp Risk Management) $185,899 $0 $14,942
Doron Noyman (Vp Sales & Dev) $152,040 $0 $37,329
Arie Elkins (Vp It Infrastructure) $134,450 $0 $36,399
Timothy Green (Chief Finance Officer (Left 02/19)) $120,187 $0 $6,120
Jillian Bulwa (Vp Training & Development) $105,162 $0 $13,305
Gregory Eby (Director) $7,784 $0 $0
John Tom (Director) $7,784 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,051,027
Expenses
$52,144,189
Net Income
$7,906,838
Net Assets
$101,666,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,955,986
81.5%
Investment Income $10,367,745
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $39,679
0.1%
Net Inventory Sales $0
Other Revenue $687,617
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,173,635
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $12,576,923
24.1%
Assets/Debt
Total Assets $1,287,458,904
Total Liabilities $1,185,792,728
Net Assets $101,666,176
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ted Canfield (President/Chief Executive Officer) $575,602 $0 $29,944
Timothy Green (Chief Finance Officer) $327,547 $0 $21,622
Anthony Vitale (Chief Information Officer) $326,971 $0 $38,848
Vi Luu (Chief Lending Officer) $302,298 $0 $31,315
Leeanne Giblin (Chief Human Resources Officer) $296,033 $0 $21,229
Andy Ramos (Chief Retail Officer) $269,616 $0 $24,811
Steven Weiler (Svp Commercial Banking) $261,955 $0 $19,328
Douglas Schrock (Vp Finance) $212,352 $0 $29,534
Lawrence Scoffield (Vp Corporate Admin) $195,386 $0 $25,758
Marsha Berlinski (Vp Re Lending) $188,016 $0 $8,691
Jeff Aana (Dir Com Sales & Origination) $179,953 $0 $6,218
Victor Smilgys (Vp It Eservices) $176,615 $0 $31,049
Belinda Blair (Vp Marketing) $175,559 $0 $18,786
Michael Ivezic (Vp Risk Management) $172,663 $0 $17,406
Herman White (Director Commercial Banking) $167,183 $0 $9,487
Arie Elkins (Vp It Infrastructure) $162,738 $0 $36,694
Phuoc Ngo (Network Managaer) $154,302 $0 $14,958
Shiou Lin Chen (Director Financial Reporting) $151,363 $0 $20,980
Dash Mcelroy (Core System Manager) $150,895 $0 $32,586
Vanessa Brosas (Vp Retail Operations (Through 6/18)) $88,106 $0 $7,342
Judith Sepik (Vp Retail Operations) $71,054 $0 $8,768
Robert Lerner (Board Member) $0 $0 $0
Marsha Poenish (Board Member) $0 $0 $0
Sarandeep Mandair (Board Member) $0 $0 $0
Keith Stattenfield (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$48,882,984
Expenses
$43,974,852
Net Income
$4,908,132
Net Assets
$94,777,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,620,306
85.1%
Investment Income $7,149,772
14.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,834
0.0%
Net Inventory Sales $0
Other Revenue $96,072
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,445,893
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $11,490,803
26.1%
Assets/Debt
Total Assets $1,200,503,152
Total Liabilities $1,105,725,189
Net Assets $94,777,963
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ted Canfield (President/Chief Executive Officer) $584,390 $0 $229,742
Samuel Tuohey (Coo (Through 10/17)) $326,571 $0 $23,039
Timothy Green (Chief Finance Officer) $302,280 $0 $19,614
Anthony Vitale (Chief Information Officer) $300,397 $0 $38,486
Steven Weiler (Svp Commercial Banking) $280,677 $0 $18,672
Vi Luu (Chief Lending Officer) $272,650 $0 $30,261
Leeanne Giblin (Svp Human Resources) $267,707 $0 $21,598
Douglas Schrock (Vp Finance) $236,880 $0 $24,280
Lawrence Scoffield (Vp Corporate Admin) $198,310 $0 $23,392
Victor Smilgys (Vp It Eservices) $197,103 $0 $31,450
Marsha Berlinski (Vp Re Lending) $173,205 $0 $8,996
Phuoc Ngo (Network Managaer) $163,416 $0 $12,361
Herman White (Director Commercial Banking) $158,267 $0 $7,329
Jeff Aana (Dir Com Sales & Origination) $157,561 $0 $5,380
Shiou Lin Chen (Director Financial Reporting) $155,552 $0 $16,583
Arie Elkins (Vp It Infrastructure) $154,117 $0 $32,192
Dash Mcelroy (Core System Manager) $151,938 $0 $28,458
Belinda Blair (Vp Marketing) $150,016 $0 $17,033
Tisha Hartman (Vp Retail Lending (Through 6/17)) $142,073 $0 $8,361
Michael Ivezic (Vp Risk Management) $124,440 $0 $9,710
Kathy Chen (Vp Retail Operations (Through 5/17)) $111,012 $0 $9,409
Vanessa Brosas (Vp Retail Operations) $72,285 $0 $5,544
Adam Corkins (Board Member (Through 6/17)) $0 $0 $0
Robert Lerner (Board Member) $0 $0 $0
Keith Stattenfield (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,715,217
Expenses
$36,614,401
Net Income
$8,100,816
Net Assets
$90,335,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,626,008
88.6%
Investment Income $4,864,398
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $251,595
0.6%
Net Inventory Sales $0
Other Revenue -$26,784
Notable Expenses Percent of Total Expenses
Executive Compensation $3,607,511
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $11,027,938
30.1%
Assets/Debt
Total Assets $1,070,888,231
Total Liabilities $980,552,795
Net Assets $90,335,436
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ted Canfield (President/Chief Executive Officer) $503,418 $0 $210,186
Samuel Tuohey (Chief Operating Officer) $285,716 $0 $26,387
Timothy Green (Chief Finance Officer) $268,664 $0 $20,300
Steven Weiler (Svp Commercial Banking) $254,536 $0 $15,633
Lee Anne Giblin (Svp Human Resources) $229,183 $0 $19,389
Tisha Hartman (Vp Retail Lending) $212,123 $0 $16,917
Anthony Vitale (Chief Information Officer) $205,434 $0 $30,112
Douglas Schrock (Vp Finance) $198,835 $0 $24,429
Lawrence Scoffield (Vp Corporate Admin) $183,213 $0 $23,427
Faye Nabhani (Chief Lending Officer (Through 6/18/16)) $180,925 $0 $19,556
Victor Smilgys (Vp It Eservices) $169,533 $0 $29,326
Jeff Aana (Commercial Real Estate Sales Manager) $168,858 $0 $13,432
Kathy Chen (Vp Retail Operations) $160,059 $0 $27,572
Dash Mc Elroy (Core System Manager) $159,854 $0 $32,277
Kevin Armstrong (Director Consumer Lending) $152,046 $0 $21,451
Shiou Lin Chen (Director Financial Reporting) $148,765 $0 $16,358
Phuoc Ngo (Network Managaer) $148,655 $0 $11,422
Helen Grays (Former Svp Business Development) $136,145 $0 $2,960
Arie Elkins (Vp It Infrastructure) $116,378 $0 $33,174
Vi Luu (Chief Lending Officer) $73,634 $0 $9,467
Ajay Kumar (Chief Information Officer (Through 2/5/16)) $57,095 $0 $2,892
Adam Corkins (Board Member) $0 $0 $0
Gregory Eby (Board Member) $0 $0 $0
Robert Lerner (Board Member) $0 $0 $0
Keith Stattenfield (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,967,037
Expenses
$35,657,021
Net Income
$6,310,016
Net Assets
$84,036,239
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,015,192
90.6%
Investment Income $3,895,058
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $119,207
0.3%
Net Inventory Sales $0
Other Revenue -$62,420
Notable Expenses Percent of Total Expenses
Executive Compensation $4,157,217
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $11,491,386
32.2%
Assets/Debt
Total Assets $1,007,159,964
Total Liabilities $923,123,725
Net Assets $84,036,239
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ted Canfield (President/Chief Executive Officer) $540,954 $0 $222,043
Samuel Tuohey (Chief Operating Officer) $298,392 $0 $26,511
Faye Nabhani (Chief Lending Officer) $278,358 $0 $33,482
Helen Grays (Svp Business And Community Development) $278,125 $0 $33,884
Timothy Green (Chief Finance Officer) $269,902 $0 $19,160
Lee Anne Giblin (Svp Human Resources) $224,606 $0 $18,514
Douglas Schrock (Vp Finance) $201,143 $0 $26,131
Steven Weiler (Svp Commercial Banking) $196,613 $0 $15,264
Tisha Hartman (Vp Retail Lending) $189,978 $0 $18,785
Lawrence Scoffield (Vp Corporate Admin) $188,532 $0 $24,001
Victor Smilgys (Vp It Eservices) $177,774 $0 $27,412
Arie Elkins (Vp It Infrastructure) $175,789 $0 $32,879
Jeff Aana (Commercial Real Estate Sales Manager) $164,337 $0 $13,406
Ajay Kumar (Chief Information Officer) $157,512 $0 $5,288
Dash Mc Elroy (Osi System Manager) $150,193 $0 $32,921
Kevin Armstrong (Director Consumer Lending) $149,293 $0 $22,042
Shiou Lin Chen (Director Financial Reporting) $144,765 $0 $17,165
Lori Harding (Vp Branch Operations) $138,480 $0 $21,549
Michael Ivezic (Vp Audit) $134,985 $0 $13,530
Omar Hilario (Helpdesk Support Manager) $132,013 $0 $7,915
John Tom (Chairperson) $0 $0 $0
Adam Corkins (Vice Chairperson) $0 $0 $0
Gregory Eby (Board Secretary & Treasurer) $0 $0 $0
Keith Stattenfield (Board Member) $0 $0 $0
Robert Lerner (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,703,126
Expenses
$33,338,726
Net Income
$6,364,400
Net Assets
$78,301,601
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,797,204
92.7%
Investment Income $2,866,978
7.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$12,664
Net Inventory Sales $0
Other Revenue $51,608
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,696,925
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $10,682,061
32.0%
Assets/Debt
Total Assets $939,225,533
Total Liabilities $860,923,932
Net Assets $78,301,601
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ted Canfield (President/Chief Executive Officer) $466,316 $0 $203,453
Faye Nabhani (Chief Lending Officer) $248,931 $0 $27,544
Samuel Tuohey (Chief Operating Officer) $246,130 $0 $24,634
Timothy Green (Chief Finance Officer) $234,519 $0 $17,010
Helen Grays (Svp Business And Community Development) $211,457 $0 $25,165
Steven Weiler (Svp Commercial Banking) $211,434 $0 $16,730
Leeanne Giblin (Svp Human Resources) $208,091 $0 $13,509
Leslie Jeffries 114 914 (Chief Information Officer) $200,661 $0 $28,930
Douglas Schrock (Vp Finance) $193,313 $0 $29,614
Lawrence Scoffield (Vp Corporate Admin) $188,835 $0 $23,729
Victor Smilgys (Vp It Eservices) $170,083 $0 $22,329
Arie Elkins (Vp It Infrastructure) $166,879 $0 $32,778
Tisha Hartman (Director Real Estate Lending) $155,838 $0 $4,619
Kevin Armstrong (Director Consumer Lending) $140,452 $0 $16,202
Dash Mcelroy (Osi System Manager) $139,254 $0 $32,877
Jeff Aana (Commercial Real Estate Sales Manager) $138,734 $0 $14,109
Michael Ivezic (Vp Audit) $136,512 $0 $12,889
Omar Hilario (Helpdesk Support Manager) $127,883 $0 $6,955
Lori Harding (Vp Branch Operations) $124,342 $0 $17,453
Rick Pak (Vp Sba/Division Mgr (1/14 7/14)) $118,060 $0 $4,841
Suzanne Carlisle (Svp Hr / Corporate Svcs (1/14)) $83,012 $0 $417
Rober Lerner (Chairperson) $0 $0 $0
John Tom (Vice Chairperson) $0 $0 $0
Suzanne Rakow (Board Secretary, Board Treasurer) $0 $0 $0
Mary Vetrano (Board Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,287,647
Expenses
$29,980,008
Net Income
$4,307,639
Net Assets
$69,172,879
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,398,110
91.6%
Investment Income $1,594,285
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$164,197
Net Inventory Sales $0
Other Revenue $1,459,449
4.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,121,221
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $8,928,835
29.8%
Assets/Debt
Total Assets $865,890,206
Total Liabilities $796,717,327
Net Assets $69,172,879
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Canfield Ted (President/Ceo) $359,120 $0 $95,604
Herrick John (Cfo (Former)) $247,191 $0 $13,695
Jeffries Leslie (Chief Information Officer) $201,008 $0 $24,675
Nabhani Faye (Chief Lending Officer) $194,973 $0 $29,161
Carlisle Suzanne (Svp Hr/Corporate Admin) $190,656 $0 $16,720
Grays Helen (Svp Member Strategies) $182,755 $0 $24,847
Weiler Steven (Svp Commercial Lending) $167,807 $0 $13,736
Scofield Lawrence (Vp Corporate Admin) $158,986 $0 $21,273
Schrock Douglas (Vp Finance) $157,258 $0 $23,881
Smilgys Victor (Vp It Services) $144,836 $0 $16,387
Elkins Arie (Vp It Infrastructure) $138,557 $0 $19,898
Armstrong Kevin (Director Consumer Lending) $127,772 $0 $13,185
Mcelroy Dash (Osi System Manager) $120,113 $0 $25,746
Baker Donna (Product & Ops Specialist) $116,696 $0 $10,529
Ivezic Michael (Vp Audit) $116,407 $0 $12,811
Chen Shiou Lin (Director Of Fp&A) $112,000 $0 $13,308
Hartman Tisha (Director Re Lending) $111,058 $0 $6,033
Lopez Stephen (Vp Account Operations) $100,997 $0 $5,718
Tuoney Samuel (Chief Operating Officer) $84,952 $0 $3,746
Pak Rick (Vp Sba/Division) $48,364 $0 $829
Green Timothy (Cfo) $39,715 $0 $1,330
Lerner Robert (Chairperson) $0 $0 $0
Tom John (Vice Chairperson) $0 $0 $0
Rakow Suzanne (Board Secretary) $0 $0 $0
Stattentfield Keith (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,289,755
Expenses
$30,611,383
Net Income
$1,678,372
Net Assets
$66,988,341
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,773,889
95.3%
Investment Income $1,261,041
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$89,342
Net Inventory Sales $0
Other Revenue $344,167
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,178,988
16.9%
Professional Fundraising Fees $0
Other Salaries and Wages $7,782,520
25.4%
Assets/Debt
Total Assets $785,628,360
Total Liabilities $718,640,019
Net Assets $66,988,341

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,304,681
Expenses
$33,581,027
Net Income
$2,723,654
Net Assets
$64,982,713
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,923,389
93.4%
Investment Income $2,248,102
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,116
0.0%
Net Inventory Sales $0
Other Revenue $126,074
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,283,319
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $8,744,674
26.0%
Assets/Debt
Total Assets $751,916,749
Total Liabilities $686,934,036
Net Assets $64,982,713

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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