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Monterey Credit Union

  • Monterey, CA
  • Tax-exempt since Sept. 1961
  • EIN: 94-6198351

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. 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
$13.4M (2023)

Expenses
$14.5M (2023)

Total Assets
$291M (2023)

Total Liabilities
$264M (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
$13,414,494
Expenses
$14,469,997
Net Income
-$1,055,503
Net Assets
$26,718,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,819,185
88.1%
Investment Income $1,591,206
11.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,103
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,346,216
23.1%
Professional Fundraising Fees $0
Other Salaries and Wages $3,136,823
21.7%
Assets/Debt
Total Assets $290,805,580
Total Liabilities $264,087,555
Net Assets $26,718,025
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo (Thru 10/2023)) $598,416 $0 $39,649
Matthew Hohman (Coo) $542,376 $0 $20,383
James E Penprase (Vp Finance (Thru 10/2023)) $521,328 $0 $20,714
E Scott Morris (Vp Information Services) $401,367 $0 $63,437
Kathleen Aliotti (Vp Member Services) $370,001 $0 $67,496
James Wade Pyron (President Ceo) $333,244 $0 $0
Heather Malafronte (Vp Human Resources) $265,553 $0 $17,870
Christoper Burkhardt (Vp Lending) $209,963 $0 $8,906
Andrew Bono (Senior Network Administrator) $201,919 $0 $28,638
A David Santos (Vp Retail Sales) $187,405 $0 $27,761
David Marcos (Systems Administrator Ii) $143,165 $0 $55,665
Matthew Brown (Systems Administrator Ii) $135,308 $0 $10,234
Sidney Cooper (Cfo) $76,848 $0 $7,533
Pete Tansill (Chair) $0 $0 $0
Candace Ingram (Vice Chair) $0 $0 $0
Carl Sedoryk (Secretary & Treasurer) $0 $0 $0
Robert Brandewie (Board Member) $0 $0 $0
Jennifer Clarke (Board Member) $0 $0 $0
Jean Djubasak (Board Member) $0 $0 $0
Sarah Hardgrave (Board Member) $0 $0 $0
David Laredo (Board Member) $0 $0 $0
Tara Trautsch (Board Member) $0 $0 $0
Judy Higgerson (Board Member (Thru 05/2023)) $0 $0 $0
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990
Filed on March 7, 2025

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

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,967,037
Expenses
$11,452,496
Net Income
$1,514,541
Net Assets
$27,546,295
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,423,789
80.4%
Investment Income $2,543,248
19.6%
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 $2,176,076
19.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,981,507
26.0%
Assets/Debt
Total Assets $299,185,113
Total Liabilities $271,638,818
Net Assets $27,546,295
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo) $612,932 $0 $111,041
Matthew Hohman (Coo) $418,698 $0 $105,259
James E Penprase (Vp Finance) $354,207 $0 $88,349
Earl Morris (Vp Information Systems) $306,930 $0 $141,181
Kathy Aliotti (Vp Member Services) $293,952 $0 $158,412
Heather Malafronte (Vp Human Resources) $189,357 $0 $105,062
David Laredo (Board Member) $0 $0 $0
William Merry (Board Member) $0 $0 $0
Carl Sedoryk (Board Member Secretary And Treasurer) $0 $0 $0
Judy Higgerson (Board Member) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Jennifer Clark (Board Member) $0 $0 $0
Tara Trautsch (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member Chair) $0 $0 $0
James Calandra (Supervisory Committee) $0 $0 $0
Lynne Dixon (Supervisory Committee) $0 $0 $0
Jean Djubasak (Supervisory Committee Chair) $0 $0 $0
Joe Monza (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on Oct. 12, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,609,483
Expenses
$10,573,160
Net Income
$1,036,323
Net Assets
$36,662,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,374,207
80.7%
Investment Income $2,235,276
19.3%
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 $1,894,107
17.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,754,105
26.0%
Assets/Debt
Total Assets $306,137,771
Total Liabilities $269,475,434
Net Assets $36,662,337
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo) $555,093 $0 $54,949
Matthew Hohman (Coo) $340,559 $0 $49,116
James E Penprase (Vp Finance) $296,683 $0 $32,733
Earl Morris (Vp Information Systems) $277,427 $0 $83,470
Kathy Aliotti (Vp Member Services) $259,970 $0 $97,573
Heather Malafronte (Vp Human Resources) $164,375 $0 $45,942
David Laredo (Board Member) $0 $0 $0
William Merry (Board Member) $0 $0 $0
Carl Sedoryk (Board Member Secretary And Treasurer) $0 $0 $0
Judy Higgerson (Board Member) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Jennifer Clark (Board Member) $0 $0 $0
Tara Trautsch (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member Chair) $0 $0 $0
James Calandra (Supervisory Committee) $0 $0 $0
Fred Cohn (Supervisory Committee Chair) $0 $0 $0
Jean Djubasak (Supervisory Committee) $0 $0 $0
Joe Monza (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on June 9, 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
$11,834,259
Expenses
$11,176,794
Net Income
$657,465
Net Assets
$37,755,967
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,461,147
79.9%
Investment Income $2,373,112
20.1%
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 $1,773,843
15.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,780,180
24.9%
Assets/Debt
Total Assets $286,321,494
Total Liabilities $248,565,527
Net Assets $37,755,967
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo) $523,952 $0 $52,475
Matthew Hohman (Vp Financial Services) $320,654 $0 $48,730
James E Penprase (Vp Finance) $281,383 $0 $45,834
Earl Morris (Vp Information Systems) $262,380 $0 $84,590
Kathy Aliotti (Vp Member Services) $247,047 $0 $81,544
Heather Malafronte (Vp Human Resources) $126,059 $0 $35,112
Nancy Cox (Vp Human Resources) $12,368 $0 $0
David Laredo (Board Member) $0 $0 $0
William Merry (Board Member) $0 $0 $0
Carl Sedoryk (Board Member Secretary And Treasurer) $0 $0 $0
Judy Higgerson (Board Member) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Jennifer Clark (Board Member) $0 $0 $0
Tara Trautsch (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member Chair) $0 $0 $0
James Calandra (Supervisory Committee) $0 $0 $0
Fred Cohn (Supervisory Committee Chair) $0 $0 $0
Jean Djubasak (Supervisory Committee) $0 $0 $0
Joe Monza (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on Nov. 16, 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
$13,180,417
Expenses
$12,060,121
Net Income
$1,120,296
Net Assets
$36,099,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,790,038
81.9%
Investment Income $2,390,379
18.1%
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 $1,961,462
16.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,691,945
22.3%
Assets/Debt
Total Assets $248,930,559
Total Liabilities $212,831,497
Net Assets $36,099,062
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo) $499,688 $0 $59,993
Matthew Hohman (Vp Financial Services) $376,289 $0 $47,180
James E Penprase (Vp Finance) $292,097 $0 $48,259
Earl Morris (Vp Information Systems) $265,898 $0 $81,488
Kathy Aliotti (Vp Member Services) $259,524 $0 $80,831
Nancy Cox (Vp Human Resources) $220,025 $0 $61,806
Heather Malafronte (Vp Human Resources) $47,942 $0 $12,797
David Laredo (Board Member) $0 $0 $0
William Merry (Board Member) $0 $0 $0
Carl Sedoryk (Board Member Secretary And Treasurer) $0 $0 $0
Judy Higgerson (Board Member) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Jennifer Clark (Board Member) $0 $0 $0
Tara Trautsch (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member Chair) $0 $0 $0
James Calandra (Supervisory Committee) $0 $0 $0
Fred Cohn (Supervisory Committee Chair) $0 $0 $0
Jean Djubasak (Supervisory Committee) $0 $0 $0
Joe Monza (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on Jan. 11, 2021

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

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XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,017,486
Expenses
$11,752,732
Net Income
$1,264,754
Net Assets
$33,622,934
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,684,461
82.1%
Investment Income $2,333,025
17.9%
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 $2,007,236
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,620,935
22.3%
Assets/Debt
Total Assets $243,055,132
Total Liabilities $209,432,198
Net Assets $33,622,934
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo) $544,404 $0 $69,450
Matthew Hohman (Vp Financial Services) $367,049 $0 $46,975
James E Penprase (Vp Finance) $307,721 $0 $50,274
Kathy Aliotti (Vp Member Services) $283,419 $0 $80,117
Earl Morris (Vp Information Systems) $280,328 $0 $77,621
Nancy Cox (Vp Human Resources) $224,315 $0 $68,528
David Laredo (Board Member) $0 $0 $0
William Merry (Board Member) $0 $0 $0
Carl Sedoryk (Board Member Secretary And Treasurer) $0 $0 $0
Judy Higgerson (Board Member) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Jennifer Clark (Board Member) $0 $0 $0
Tara Trautsch (Board Member) $0 $0 $0
Candice Ingram (Board Member Vice Chair) $0 $0 $0
Pete Tansill (Board Member Chair) $0 $0 $0
James Calandra (Supervisory Committee) $0 $0 $0
Fred Cohn (Supervisory Committee Chair) $0 $0 $0
Jean Djubasak (Supervisory Committee) $0 $0 $0
Joe Monza (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on Nov. 4, 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
$12,559,404
Expenses
$11,371,842
Net Income
$1,187,562
Net Assets
$32,513,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,372,854
82.6%
Investment Income $2,186,550
17.4%
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 $1,715,578
15.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,775,532
24.4%
Assets/Debt
Total Assets $233,571,976
Total Liabilities $201,058,603
Net Assets $32,513,373
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Matthew Hohman (Vp Financial Services) $798,630 $0 $47,926
James E Penprase (Vp Finance) $768,717 $0 $51,442
Earl Morris (Vp Information Systems) $742,655 $0 $78,866
Nancy Cox (Vp Human Resources) $700,011 $0 $76,136
J Stewart Fuller (Ceo) $465,180 $0 $72,893
Kathy Aliotti (Vp Member Services) $204,385 $0 $75,799
David Laredo (Board Member Chair) $0 $0 $0
William Merry (Board Member) $0 $0 $0
Carl Sedoryk (Board Member Secretary And Treasurer) $0 $0 $0
Judy Higgerson (Board Member) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Jennifer Clark (Board Member) $0 $0 $0
Tara Trautsch (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member Vice Chair) $0 $0 $0
James Calandra (Supervisory Committee) $0 $0 $0
Fred Cohn (Supervisory Committee Chair) $0 $0 $0
Jean Djubasak (Supervisory Committee) $0 $0 $0
Joe Monza (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on Oct. 18, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,191,245
Expenses
$10,827,505
Net Income
$1,363,740
Net Assets
$31,531,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,895,140
81.2%
Investment Income $2,296,105
18.8%
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 $1,574,830
14.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,735,130
25.3%
Assets/Debt
Total Assets $231,987,286
Total Liabilities $200,455,907
Net Assets $31,531,379
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo) $448,536 $0 $45,682
Matthew Hohman (Vp Financial Services) $280,823 $0 $100,237
James E Penprase (Vp Finance) $244,239 $0 $83,009
Earl Morris (Vp Information Systems) $221,169 $0 $103,947
Nancy Cox (Vp Human Resources) $184,795 $0 $93,315
Kathy Aliotti (Vp Member Services) $175,166 $0 $47,761
Gweneth Pelfrey (Vp Business Services) $20,102 $0 $0
David Laredo (Board Member Chair) $0 $0 $0
Rene North (Board Member) $0 $0 $0
Carl Sedoryk (Board Member Treasurer) $0 $0 $0
Judy Higgerson (Board Member Vice Chair) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Reuben Harris (Board Member) $0 $0 $0
Tara Trautsch (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member) $0 $0 $0
James Calandra (Supervisory Committee) $0 $0 $0
Fred Cohn (Supervisory Committee Chair) $0 $0 $0
Jean Djubasak (Supervisory Committee) $0 $0 $0
Joe Monza (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on Oct. 20, 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
$12,000,660
Expenses
$10,509,382
Net Income
$1,491,278
Net Assets
$30,710,580
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,693,935
80.8%
Investment Income $2,306,725
19.2%
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 $1,627,398
15.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,597,719
24.7%
Assets/Debt
Total Assets $224,035,295
Total Liabilities $193,324,715
Net Assets $30,710,580
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo) $435,735 $0 $49,881
Matthew Hohman (Vp Financial Services) $274,213 $0 $92,383
James E Penprase (Vp Finance) $245,525 $0 $82,494
Earl Morris (Vp Information Systems) $219,587 $0 $101,793
Nancy Cox (Vp Human Resources) $189,137 $0 $91,426
Kathy Aliotti (Vp Member Services) $166,405 $0 $46,086
Gweneth Pelfrey (Vp Business Services) $96,797 $0 $5,415
David Laredo (Board Member Chair) $0 $0 $0
Ed Brown (Board Member Vice Chair) $0 $0 $0
Carl Sedoryk (Board Member Treasurer) $0 $0 $0
Judy Higgerson (Board Member Secretary) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Reuben Harris (Board Member) $0 $0 $0
Joe Monza (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member) $0 $0 $0
Stephen Payne (Supervisory Committee Chair) $0 $0 $0
Mary Stocker (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on Oct. 19, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,774,602
Expenses
$10,728,455
Net Income
$1,046,147
Net Assets
$29,686,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,634,283
81.8%
Investment Income $2,140,319
18.2%
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 $1,590,129
14.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,577,066
24.0%
Assets/Debt
Total Assets $214,150,999
Total Liabilities $184,464,554
Net Assets $29,686,445
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fuller (Ceo) $484,530 $0 $55,867
Matthew Hohman (Vp Financial Services) $279,313 $0 $118,678
James E Penprase (Vp Finance) $255,591 $0 $104,237
Earl Morris (Vp Information Systems) $229,604 $0 $120,910
Nancy Cox (Vp Human Resources) $195,105 $0 $109,273
Kathy Aliotti (Vp Member Services) $145,987 $0 $49,694
David Laredo (Board Member Chair) $0 $0 $0
Ed Brown (Board Member Vice Chair) $0 $0 $0
Carl Sedoryk (Board Member Treasurer) $0 $0 $0
Judy Higgerson (Board Member Secretary) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Reuben Harris (Board Member) $0 $0 $0
Joe Monza (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member) $0 $0 $0
Stephen Payne (Supervisory Committee Chair) $0 $0 $0
Mary Stocker (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
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990
Filed on Nov. 17, 2015

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

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PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,966,537
Expenses
$10,244,574
Net Income
$1,721,963
Net Assets
$27,994,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,062,826
84.1%
Investment Income $1,903,711
15.9%
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 $2,008,171
19.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,170,778
21.2%
Assets/Debt
Total Assets $207,882,320
Total Liabilities $179,888,190
Net Assets $27,994,130
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
J Stewart Fulleer (Ceo) $486,883 $0 $52,218
Kathy Rogers (Vp Member Services) $451,205 $0 $25,719
Matthew Hohman (Vp Financial Services) $275,980 $0 $116,968
James E Penprase (Vp Finance) $252,401 $0 $105,614
Earl Morris (Vp Information Systems) $232,435 $0 $119,394
Nancy Cox (Vp Human Resources) $192,931 $0 $107,838
Kathy Aliotti (Vp Member Services) $116,336 $0 $39,282
David Laredo (Board Member Chair) $0 $0 $0
Ed Brown (Board Member Vice Chair) $0 $0 $0
Carl Sedoryk (Board Member Treasurer) $0 $0 $0
Judy Higgerson (Board Member Secretary) $0 $0 $0
Robbie Brandewie (Board Member) $0 $0 $0
Reuben Harris (Board Member) $0 $0 $0
Joe Monza (Board Member) $0 $0 $0
Candice Ingram (Board Member) $0 $0 $0
Pete Tansill (Board Member) $0 $0 $0
Stephen Payne (Supervisory Committee Chair) $0 $0 $0
Mary Stocker (Supervisory Committee) $0 $0 $0
Sarah Hardgrave (Supervisory Committee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 23, 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
$12,868,239
Expenses
$10,674,019
Net Income
$2,194,220
Net Assets
$28,147,786
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,942,977
85.0%
Investment Income $1,925,262
15.0%
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 $1,586,274
14.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,663,101
24.9%
Assets/Debt
Total Assets $205,503,717
Total Liabilities $177,355,931
Net Assets $28,147,786

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
$12,930,700
Expenses
$10,798,790
Net Income
$2,131,910
Net Assets
$26,012,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,795,041
83.5%
Investment Income $2,040,110
15.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $95,549
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,214,765
20.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,723,201
16.0%
Assets/Debt
Total Assets $186,809,167
Total Liabilities $160,796,220
Net Assets $26,012,947

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
PDF (2 of 2)

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.
2006

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-EZ

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

PDF

Fiscal Year Ending Dec.
2005

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-EZ

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

PDF
PDF (2 of 2)

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-EZ

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

PDF

About This Data

What Is 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 »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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