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Pacific Service 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.

Summary charts: organization finances over time

Revenue
$63.2M (2023)

Expenses
$62.3M (2023)

Total Assets
$1.46B (2023)

Total Liabilities
$1.3B (2023)

Source: Form 990 tax filings from 2011 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
$63,244,667
Expenses
$62,302,016
Net Income
$942,651
Net Assets
$160,378,749
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,890,054
91.5%
Investment Income $6,126,367
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $57,611
0.1%
Net Fundraising $0
Sales of Assets -$829,365
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,489,306
7.2%
Professional Fundraising Fees $0
Other Salaries and Wages $13,580,801
21.8%
Assets/Debt
Total Assets $1,457,039,539
Total Liabilities $1,296,660,790
Net Assets $160,378,749
Compensation
Key Employees and Officers Compensation Related Other
Virginia Lampson (President & Ceo) $834,196 $0 $180,404
David Kato (Evp & Cfo) $502,287 $0 $65,820
Kristin Dove (Svp & Cmo) $415,670 $0 $55,750
Barbara Smith (Svp & Cao) $386,854 $0 $57,111
Jeffrey Bell (Svp & Cso) $382,843 $0 $20,640
Pansy Fong (Vp & Controller) $334,302 $0 $23,777
Michelle Shelor (Svp & Coo) $333,321 $0 $42,592
Hemlata Patel (Svp & Clo) $328,037 $0 $41,200
Mayra Dominguez (Vp) $246,277 $0 $22,229
Marian Mallory Wall (Svp & Cro (Started 2/28/23)) $244,181 $0 $16,214
Steven Craige (Vp (Retired 4/13/23)) $210,252 $0 $13,200
Angelito Cristobal (Vp) $206,998 $0 $38,497
Kevin Alsup (Svp & Cto (Started 3/27/23)) $206,292 $0 $17,812
Betina Marcelo (Vp) $200,727 $0 $23,768
Robert Moran (Avp) $199,113 $0 $38,521
Julia Banning (Former Secretary/Treasurer) $0 $0 $0
John Cadwalader (Director) $0 $0 $0
William Chen (Secretary/Treasurer) $0 $0 $0
Maria Demartini (Chair) $0 $0 $0
Arlene Motter (Director) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Jim Peterson (Director) $0 $0 $0
David Sena (Director) $0 $0 $0
Kathleen Tappero (Director) $0 $0 $0
Betty Vineyard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,384,960
Expenses
$47,670,222
Net Income
$7,714,738
Net Assets
$154,803,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,123,497
81.5%
Investment Income $5,664,509
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $301,575
0.5%
Net Fundraising $0
Sales of Assets $4,295,379
7.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,061,810
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $12,935,786
27.1%
Assets/Debt
Total Assets $1,429,006,506
Total Liabilities $1,274,203,440
Net Assets $154,803,066
Compensation
Key Employees and Officers Compensation Related Other
Virginia Lampson (President & Ceo) $909,262 $0 $157,876
David Kato (Evp & Cfo) $443,968 $0 $67,364
Kristin Dove (Svp & Cmo) $371,035 $0 $62,233
Barbara Smith (Svp & Cao) $344,055 $0 $63,141
Nannette Cutliff (Former Svp & Cio) $301,392 $0 $45,414
Pansy Fong (Vp & Controller) $300,534 $0 $23,351
Jeffrey Bell (Vp) $297,745 $0 $17,209
Chris Oldag (Former Svp & Clo) $288,637 $0 $46,611
Steven Craige (Vp) $287,575 $0 $33,961
Michelle Shelor (Svp & Coo) $287,287 $0 $38,795
Hemlata Patel (Svp & Clo) $265,450 $0 $45,405
Mayra Dominguez (Vp) $223,582 $0 $19,184
Aaron Dye Inouye (Avp) $189,519 $0 $45,771
Angelito Cristobal (Vp) $179,504 $0 $37,269
Julia Banning (Secretary/Treasurer) $0 $0 $0
John Cadwalader (Director) $0 $0 $0
William Chen (Director) $0 $0 $0
Maria Demartini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Jim Peterson (Director) $0 $0 $0
David Sena (Director) $0 $0 $0
Kathleen Tappero (Director) $0 $0 $0
Betty Vineyard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,146,351
Expenses
$40,544,137
Net Income
$4,602,214
Net Assets
$180,100,632
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,035,555
88.7%
Investment Income $3,829,419
8.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $315,515
0.7%
Net Fundraising $0
Sales of Assets $965,862
2.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,440,029
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $11,872,000
29.3%
Assets/Debt
Total Assets $1,408,244,390
Total Liabilities $1,228,143,758
Net Assets $180,100,632
Compensation
Key Employees and Officers Compensation Related Other
Virginia Lampson (President & Ceo) $642,492 $0 $77,008
David Kato (Evp & Cfo) $407,469 $0 $68,951
Nannette Cutliff (Svp & Cio) $392,941 $0 $48,421
Chris Oldag (Svp & Clo) $381,425 $0 $51,419
Kristin Dove (Svp & Cmo) $322,730 $0 $62,813
Barbara Smith (Svp & Cao) $317,914 $0 $62,115
Michele Speer (Vp) $304,304 $0 $29,674
Pansy Fong (Vp & Controller) $280,956 $0 $24,832
Michelle Shelor (Svp & Coo) $261,091 $0 $37,454
Jeffrey Bell (Vp) $248,804 $0 $15,251
Steven Craige (Vp) $246,345 $0 $32,622
Hemlata Patel (Vp) $230,557 $0 $51,056
Mayra Koury (Vp) $207,975 $0 $27,374
Maria Demartini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Julia Banning (Secretary/Treasurer) $0 $0 $0
John Cadwalader (Director) $0 $0 $0
William Chen (Director) $0 $0 $0
Jim Peterson (Director) $0 $0 $0
David Sena (Director) $0 $0 $0
Kathleen Tappero (Director) $0 $0 $0
Betty Vineyard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,480,452
Expenses
$43,026,747
Net Income
$4,453,705
Net Assets
$180,316,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,967,158
84.2%
Investment Income $4,599,019
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,590,068
3.3%
Net Fundraising $0
Sales of Assets $1,324,207
2.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,516,644
8.2%
Professional Fundraising Fees $0
Other Salaries and Wages $11,114,574
25.8%
Assets/Debt
Total Assets $1,322,398,530
Total Liabilities $1,142,081,891
Net Assets $180,316,639
Compensation
Key Employees and Officers Compensation Related Other
Virginia Lampson (President & Ceo) $598,928 $0 $286,382
David Kato (Evp & Cfo) $398,804 $0 $61,472
Nannette Cutliff (Svp & Cio) $377,115 $0 $37,994
Chris Oldag (Svp & Clo) $375,332 $0 $48,298
Kristin Dove (Svp & Cmo) $314,784 $0 $60,748
Barbara Smith (Svp & Cao) $311,400 $0 $57,112
Pansy Fong (Vp & Controller) $269,606 $0 $22,211
Steven Craige (Vp) $242,412 $0 $40,063
Michelle Shelor (Svp & Coo) $239,193 $0 $33,707
Hemlata Patel (Vp) $211,847 $0 $51,013
Michele Speer (Vp) $180,989 $0 $30,567
Aaron Dye Inouye (Avp) $171,046 $0 $45,414
Oliver Del Rio (Manager) $159,226 $0 $27,447
Stephen Punch (Former Officer) $138,651 $0 $0
Maria Demartini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Julia Banning (Secretary/Treasurer) $0 $0 $0
John Cadwalader (Director) $0 $0 $0
William Chen (Director) $0 $0 $0
Jim Peterson (Director) $0 $0 $0
David Sena (Director) $0 $0 $0
Kathleen Tappero (Director) $0 $0 $0
Betty Vineyard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,870,888
Expenses
$40,571,079
Net Income
$7,299,809
Net Assets
$173,548,766
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,682,280
80.8%
Investment Income $8,007,051
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,181,557
2.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,038,427
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $9,224,260
22.7%
Assets/Debt
Total Assets $1,166,911,803
Total Liabilities $993,363,037
Net Assets $173,548,766
Compensation
Key Employees and Officers Compensation Related Other
Stephen Punch (President & Ceo (Until 7/31/19)) $1,176,275 $0 $47,114
Virginia Lampson (President & Ceo (Effective 8/1/19)) $473,424 $0 $35,836
David Kato (Evp & Cfo) $388,024 $0 $58,745
Chris Oldag (Svp & Clo) $379,710 $0 $45,072
Nannette Cutliff (Svp & Cio) $369,894 $0 $31,599
Kristin Dove (Svp & Cmo) $305,956 $0 $55,898
Barbara Smith (Svp & Cao) $305,153 $0 $52,928
Pansy Fong (Vp & Controller) $263,200 $0 $19,141
Steven Craige (Vp) $229,860 $0 $37,383
Hemlata Patel (Vp) $211,043 $0 $47,244
Michelle Shelor (Svp/Coo) $208,768 $0 $30,768
Michele Speer (Vp) $166,883 $0 $28,072
Aaron Dye Inouye (Avp) $164,004 $0 $42,833
Maria Demartini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Julia Banning (Secretary/Treasurer) $0 $0 $0
John Cadwalader (Director) $0 $0 $0
William Chen (Director) $0 $0 $0
Jim Peterson (Director) $0 $0 $0
David Sena (Director) $0 $0 $0
Kathleen Tappero (Director) $0 $0 $0
Betty Vineyard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$43,219,648
Expenses
$35,150,364
Net Income
$8,069,284
Net Assets
$164,481,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,131,594
81.3%
Investment Income $7,430,993
17.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $657,061
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,253,387
9.3%
Professional Fundraising Fees $0
Other Salaries and Wages $9,431,142
26.8%
Assets/Debt
Total Assets $1,153,544,192
Total Liabilities $989,062,933
Net Assets $164,481,259
Compensation
Key Employees and Officers Compensation Related Other
Stephen Punch (President & Ceo) $740,747 $0 $228,193
Virginia Lampson (Evp & Coo) $314,622 $0 $30,127
Nannette Cutliff (Svp & Cio) $311,389 $0 $30,683
Chris Oldag (Svp & Clo) $310,717 $0 $43,311
David Kato (Evp & Cfo) $306,458 $0 $55,832
Kristin Dove (Svp & Cmo) $257,887 $0 $52,875
Barbara Smith (Svp & Cao) $256,340 $0 $50,308
Pansy Fong (Vp & Controller) $218,417 $0 $17,442
Steven Craige (Vp) $192,994 $0 $37,672
Hemlata Patel (Vp) $170,881 $0 $44,768
Michelle Shelor (Avp) $164,539 $0 $29,185
Aaron Dye Inouye (Avp) $141,422 $0 $39,997
Michele Speer (Vp) $136,748 $0 $27,274
Maria De Martini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Julia Banning (Secretary/Treasurer) $0 $0 $0
John Cadwalader (Director) $0 $0 $0
William Chen (Director) $0 $0 $0
Jim Peterson (Director) $0 $0 $0
David Sena (Director) $0 $0 $0
Kathleen Tappero (Director) $0 $0 $0
Betty Vineyard (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,877,855
Expenses
$31,299,663
Net Income
$5,578,192
Net Assets
$154,707,149
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,276,366
79.4%
Investment Income $7,075,994
19.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $342,727
0.9%
Net Inventory Sales $0
Other Revenue $182,768
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,048,446
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $7,375,140
23.6%
Assets/Debt
Total Assets $1,162,058,673
Total Liabilities $1,007,351,524
Net Assets $154,707,149
Compensation
Key Employees and Officers Compensation Related Other
Stephen Punch (President/Ceo) $5,720,227 $0 $538,312
Nannette Cutliff (Vp) $295,204 $0 $28,264
Chris Oldag (Vp) $294,738 $0 $40,956
Virginia Lampson (Vp) $290,998 $0 $25,710
David Kato (Evp/Cfo) $278,558 $0 $53,069
Kristin Dove (Vp) $244,601 $0 $49,344
Barbara Smith (Vp) $243,441 $0 $47,774
Vicki Turano (Avp/Controller) $191,713 $0 $22,908
Steven Craige (Avp) $181,863 $0 $36,430
Hemlata Patel (Avp) $165,815 $0 $42,544
Michelle Shelor (Avp) $155,649 $0 $27,648
Pansy Fong (Vp/Controller) $145,124 $0 $9,422
Aaron Dye Inouye (Retail Systems And Development Manager) $135,100 $0 $38,236
Kyle Matson (Avp) $131,494 $0 $32,752
Maria De Martini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Julia Banning (Secrectary/Treasurer) $0 $0 $0
David Sena (Director) $0 $0 $0
Carlos Diaz (Director (Resigned 9/1/17)) $0 $0 $0
John Cadwalader (Director) $0 $0 $0
Jim Peterson (Director) $0 $0 $0
William Chen (Director) $0 $0 $0
Kathleen Tappero (Director) $0 $0 $0
Betty Vineyard (Director (Effective 12/1/17)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,035,582
Expenses
$29,024,480
Net Income
$5,011,102
Net Assets
$152,548,313
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,918,283
79.1%
Investment Income $6,144,180
18.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $750,339
2.2%
Net Inventory Sales $0
Other Revenue $222,780
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,271,563
11.3%
Professional Fundraising Fees $0
Other Salaries and Wages $7,361,116
25.4%
Assets/Debt
Total Assets $1,148,124,123
Total Liabilities $995,575,810
Net Assets $152,548,313
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Stephen Punch (President/Ceo) $702,537 $0 $553,453
Chris Oldag (Vp) $284,250 $0 $38,563
Nannette Cutliff (Vp) $279,747 $0 $29,552
Virginia Lampson (Vp) $267,569 $0 $25,290
David Kato (Vp/Cfo) $263,220 $0 $49,946
Kristin Dove (Vp) $231,629 $0 $45,557
Barbara Smith (Vp) $221,197 $0 $44,802
Vicki Turano (Avp/Controller) $185,046 $0 $22,030
Steven Craige (Avp) $172,263 $0 $35,588
Hemlata Patel (Avp) $154,500 $0 $39,980
Michelle Shelor (Avp) $146,670 $0 $27,876
Aaron Dye Inouye (Retail Systems And Development Manager) $130,000 $0 $35,784
Jay Stirm (Systems Analyst) $123,791 $0 $33,514
Maria De Martini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Julia Banning (Secrectary/Treasurer) $0 $0 $0
David Sena (Director) $0 $0 $0
Carlos Diaz (Director) $0 $0 $0
John Cadwalader (Director) $0 $0 $0
Jim Peterson (Director) $0 $0 $0
William Chen (Director) $0 $0 $0
Kathleen Tappero (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,565,605
Expenses
$26,106,228
Net Income
$6,459,377
Net Assets
$146,250,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,418,847
81.1%
Investment Income $5,369,647
16.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $296,298
0.9%
Net Inventory Sales $0
Other Revenue $480,813
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,070,868
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $6,997,548
26.8%
Assets/Debt
Total Assets $1,118,482,237
Total Liabilities $972,231,992
Net Assets $146,250,245
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Stephen Punch (President & Ceo) $637,383 $0 $554,059
Nannette Cutliff (Vp) $268,311 $0 $31,012
Chris Oldag (Vp) $256,730 $0 $35,007
David Kato (Vp & Cfo) $246,487 $0 $53,955
Virginia Lampson (Vp) $246,142 $0 $27,232
Kristin Dove (Vp) $216,118 $0 $45,046
Barbara Smith (Vp) $208,007 $0 $43,288
Vicki Turano (Avp & Controller) $177,909 $0 $24,183
Steven Craige (Avp) $153,041 $0 $32,785
Hemlata Patel (Avp) $140,753 $0 $37,908
Michelle Shelor (Avp) $132,275 $0 $33,244
Aaron Dye Inouye (Systems Analyst) $122,860 $0 $34,539
Jay Stirm (Systems Analyst) $119,647 $0 $34,771
David Sena (Board Member) $2,914 $0 $0
Maria De Martini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Julia Banning (Secrectary/Treasurer) $0 $0 $0
Carlos Diaz (Board Member) $0 $0 $0
John Cadwalader (Board Member) $0 $0 $0
Jim Peterson (Board Member) $0 $0 $0
William Chen (Board Member) $0 $0 $0
Kathleen Tappero (Board Member) $0 $0 $0
Joyce M Sneed (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,154,489
Expenses
$25,223,112
Net Income
$3,931,377
Net Assets
$140,722,312
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,167,233
82.9%
Investment Income $4,649,274
15.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $286,123
1.0%
Net Inventory Sales $0
Other Revenue $51,859
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,053,957
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $6,070,405
24.1%
Assets/Debt
Total Assets $1,084,862,001
Total Liabilities $944,139,689
Net Assets $140,722,312
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Stephen Punch (President & Ceo) $668,267 $0 $535,679
Nannette Cutliff (Vp) $259,266 $0 $31,234
Chris Oldag (Vp) $256,023 $0 $33,890
David Kato (Vp & Cfo) $245,760 $0 $48,025
Virginia Lampson (Vp) $245,444 $0 $27,342
Kristin Dove (Vp) $215,785 $0 $43,150
Barbara Smith (Vp) $204,264 $0 $43,420
Vicki Turano (Avp & Controller) $173,096 $0 $23,313
Steven Craige (Avp) $150,508 $0 $31,860
Hemlata Patel (Avp) $135,004 $0 $37,256
Michelle Shelor (Avp) $129,093 $0 $30,151
Jay Stirm (Systems Analyst) $119,006 $0 $34,623
Jeffrey Rodgers (Collections Manager) $117,107 $0 $16,445
Maria De Martini (Chair) $0 $0 $0
Amar Panchal (Vice Chair) $0 $0 $0
Julia Banning (Secrectary/Treasurer) $0 $0 $0
David Sena (Board Member) $0 $0 $0
Carlos Diaz (Board Member) $0 $0 $0
Joyce M Sneed (Board Member) $0 $0 $0
John Cadwalader (Board Member) $0 $0 $0
Jim Peterson (Board Member) $0 $0 $0
William Chen (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,538,841
Expenses
$25,754,619
Net Income
$1,784,222
Net Assets
$137,018,230
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,296,947
88.2%
Investment Income $3,120,436
11.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $75,835
0.3%
Net Inventory Sales $0
Other Revenue $45,623
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,728,202
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $6,049,660
23.5%
Assets/Debt
Total Assets $1,072,706,453
Total Liabilities $935,688,223
Net Assets $137,018,230
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Stephen Punch (President & Ceo) $592,431 $0 $544,019
Nannette Cutliff (Vp) $229,343 $0 $31,411
Virginia Lampson (Vp) $211,469 $0 $23,806
David Kato (Vp & Cfo/Asst Treasurer) $205,036 $0 $45,161
Chris Oldag (Vp) $201,593 $0 $29,298
Kristin Dove (Vp) $184,588 $0 $40,237
Barbara Smith (Vp) $165,671 $0 $41,075
Vicki Turano (Avp & Controller/Asst Treasurer) $160,729 $0 $22,334
Hemlata Patel (Avp) $116,897 $0 $34,806
Michele Shelor (Avp) $116,736 $0 $27,068
Jay Stirm (Systems Analyst) $112,519 $0 $33,044
John Seely (Systems Analyst) $108,804 $0 $36,395
Aaron Dye Inouye (Systems Analyst) $107,484 $0 $26,346
David Sena (Board Chair) $0 $0 $0
Maria De Martini (Board Vice Chair) $0 $0 $0
Julia Banning (Secretary/Treasurer) $0 $0 $0
Carlos Diaz (Board Member) $0 $0 $0
Amar Panchal (Board Member) $0 $0 $0
Joyce M Sneed (Board Member) $0 $0 $0
John Cadwalader (Board Member) $0 $0 $0
Jim Peterson (Board Member) $0 $0 $0
William Chan (Board Member) $0 $0 $0
Gene Blanc (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,325,626
Expenses
$27,714,646
Net Income
$1,610,980
Net Assets
$136,392,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,186,963
85.9%
Investment Income $3,474,936
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $618,729
2.1%
Net Inventory Sales $0
Other Revenue $44,998
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,630,245
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $5,663,166
20.4%
Assets/Debt
Total Assets $1,073,566,949
Total Liabilities $937,174,601
Net Assets $136,392,348

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,911,991
Expenses
$32,751,160
Net Income
$1,160,831
Net Assets
$134,878,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,093,927
82.8%
Investment Income $5,464,630
16.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $323,004
1.0%
Net Inventory Sales $0
Other Revenue $30,430
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,210,066
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $6,197,508
18.9%
Assets/Debt
Total Assets $1,062,381,782
Total Liabilities $927,503,088
Net Assets $134,878,694

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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