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California Credit Union

  • Glendale, CA
  • Tax-exempt since Sept. 1961
  • EIN: 95-0951410

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
$205M (2023)

Expenses
$185M (2023)

Total Assets
$4.88B (2023)

Total Liabilities
$4.58B (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
$204,850,638
Expenses
$184,990,439
Net Income
$19,860,199
Net Assets
$297,015,419
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $140,463,666
68.6%
Investment Income $47,518,407
23.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,655
0.0%
Net Inventory Sales $0
Other Revenue $16,859,910
8.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $8,374,709
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $43,627,111
23.6%
Assets/Debt
Total Assets $4,876,733,268
Total Liabilities $4,579,717,849
Net Assets $297,015,419
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Steven O'connell (President, Ceo) $1,102,184 $0 $54,494
Irma A Jimenez (Vp, Mortgage Loan Officer) $965,260 $0 $53,680
Robert O'grady (Evp, Chief Operating Officer) $775,038 $0 $42,975
Mark Lovewell (Evp, Cfo And President Of Cuso Ops) $611,598 $0 $77,849
Hudson Lee (Evp, Chief Risk Officer) $572,293 $0 $47,129
John Bretthauer (Evp, Chief Administrative Officer) $553,389 $0 $54,494
Kevin Andrew Witowich (Financial Advisor) $552,852 $0 $50,447
Miguel Kassem (Vp, Mortgage Loan Officer) $492,107 $0 $65,358
Richard Hubeny (Evp, Chief Lending Officer) $458,090 $0 $75,302
Patrick Zarifian (Svp, Chief Experience Officer) $429,026 $0 $54,494
Margaret Voskanian (Vp, Mortgage Loan Officer) $411,788 $0 $38,659
Diane Madison Jammal (Svp, Chief Innovation Officer) $380,614 $0 $58,523
Brian James Venn (Vp, Program Manager) $368,425 $0 $52,747
Charles Lacuesta (Svp, Chief Information Officer) $355,771 $0 $31,698
Jill Vasant (Svp, Chief Marketing Officer) $338,591 $0 $51,170
Guilbert Hentschke (Supervisory Committee Chairman) $2,424 $0 $0
Victor Hanson (Board Member) $2,420 $0 $0
Emmanuel Olaes (Board Member) $1,887 $0 $0
Scott J Svonkin (Supervisory Committee Member) $952 $0 $0
Walton Greene (Chairman) $0 $0 $0
Pamela Fees (Vice Chairperson) $0 $0 $0
Rebecca Collier (Board Secretary) $0 $0 $0
Jeff Stone (Board Treasurer) $0 $0 $0
James Doyle (Board Member) $0 $0 $0
Ted Fujimoto (Board Member) $0 $0 $0
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990
Filed on Sept. 19, 2024

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

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Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$152,708,557
Expenses
$129,286,444
Net Income
$23,422,113
Net Assets
$265,179,671
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,341,932
70.3%
Investment Income $27,005,944
17.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,802,578
3.1%
Net Inventory Sales $0
Other Revenue $13,558,103
8.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $8,066,861
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $43,763,907
33.9%
Assets/Debt
Total Assets $4,561,740,327
Total Liabilities $4,296,560,656
Net Assets $265,179,671
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Irma A Jimenez (Vp, Mortgage Loan Officer) $1,327,545 $0 $49,129
Steven O'connell (President, Ceo) $1,063,679 $0 $71,066
Robert O'grady (Evp, Chief Operating Officer) $705,221 $0 $40,723
Mark Lovewell (Evp, Cfo And President Of Cuso Ops) $589,746 $0 $71,054
Hudson Lee (Evp, Chief Risk Officer) $528,757 $0 $44,690
John Bretthauer (Evp, Chief Administrative Officer) $517,525 $0 $50,554
Margaret Voskanian (Vp, Mortgage Loan Officer) $487,564 $0 $34,314
Kevin Andrew Witowich (Financial Advisor) $424,190 $0 $47,044
Patrick Zarifian (Svp, Chief Experience Officer) $410,322 $0 $48,204
Richard Hubeny (Svp, Chief Lending Officer) $368,411 $0 $54,431
Charles Lacuesta (Svp, Chief Information Officer) $367,893 $0 $40,694
Eric Hollingsworth (Vp, Mortgage Loan Officer) $327,175 $0 $48,087
Diane Madison Jammal (Svp, Chief Innovation Officer) $326,503 $0 $77,955
Paul Vanden Brook (Financial Advisor) $315,838 $0 $41,906
Jill Vasant (Svp, Chief Marketing Officer) $305,169 $0 $47,735
Victor Hanson (Board Member) $1,323 $0 $0
Walton Greene (Chairman) $0 $0 $0
Pamela Fees (Vice Chairperson) $0 $0 $0
Rebecca Collier (Board Secretary) $0 $0 $0
Jeff Stone (Board Treasurer) $0 $0 $0
James Doyle (Board Member) $0 $0 $0
Ted Fujimoto (Board Member) $0 $0 $0
Surviva Mendoza (Board Member) $0 $0 $0
Fredric Nigro (Board Member) $0 $0 $0
Emmanuel Olaes (Board Member) $0 $0 $0
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990
Filed on Aug. 22, 2023

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

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Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$164,391,792
Expenses
$124,229,218
Net Income
$40,162,574
Net Assets
$424,449,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $126,395,665
76.9%
Investment Income $13,408,428
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,908,174
8.5%
Net Inventory Sales $0
Other Revenue $10,679,525
6.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,510,497
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $39,126,980
31.5%
Assets/Debt
Total Assets $4,290,889,688
Total Liabilities $3,866,440,450
Net Assets $424,449,238
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick Carey Former (Evp, General Counsel/President Cuso) $1,421,394 $0 $44,902
Stephen O'connell (President, Ceo) $926,246 $0 $69,474
Robert O'grady (Evp, Chief Operating Officer) $664,200 $0 $39,984
Hudson Lee (Evp, Chief Risk Officer) $541,186 $0 $44,138
Mark Lovewell (Evp, Chief Financial Officer/President Cuso) $529,931 $0 $69,474
John Bretthauer (Evp, Chief Administrative Officer) $502,388 $0 $49,974
Patrick Zarifian (Svp, Chief Experience Officer) $410,189 $0 $49,974
Irma Jimenez (Vp, Mortgage Loan Officer) $335,831 $0 $47,188
Richard Hubeny (Svp, Chief Lending Officer) $333,614 $0 $53,895
Charles Lacuesta (Svp, Chief Information Officer) $333,510 $0 $39,984
Diane Madison Jammal (Svp, Chief Innovation Officer) $314,504 $0 $78,958
Margaret Voskanian (Vp, Mortgage Loan Officer) $302,392 $0 $34,213
Eric Hollingsworth (Vp, Mortgage Loan Officer) $300,180 $0 $47,334
Miguel Kassem (Vp, Mortgage Loan Officer) $297,506 $0 $43,382
Carlo Boton (Financial Advisor) $297,426 $0 $10,050
Walton Greene (Chairman) $0 $0 $0
Pamela Fees (Vice Chairperson) $0 $0 $0
Rebecca Collier (Board Secretary) $0 $0 $0
Jeff Stone (Board Treasurer) $0 $0 $0
James Doyle (Board Member) $0 $0 $0
Victor Hanson (Board Member) $0 $0 $0
Ted Fujimoto (Board Member) $0 $0 $0
Surviva Mendoza (Board Member) $0 $0 $0
Fredric Nigro (Board Member) $0 $0 $0
Emmanuel Olaes (Board Member) $0 $0 $0
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990
Filed on Aug. 18, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$144,885,317
Expenses
$140,425,127
Net Income
$4,460,190
Net Assets
$405,222,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $137,489,094
94.9%
Investment Income $7,389,093
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,130
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,468,551
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $40,314,305
28.7%
Assets/Debt
Total Assets $3,815,429,375
Total Liabilities $3,410,206,385
Net Assets $405,222,990
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Steve O'connell (President,Ceo) $892,252 $0 $68,348
Robert O'grady (Evp, Chief Operating Officer) $615,205 $0 $39,095
John Bretthauer (Evp, Chief Administrative Officer) $542,831 $0 $31,748
Mark Lovewell (Evp, Chief Risk Officer) $508,487 $0 $68,348
Hudson Lee (Evp, Chief Financial Officer) $507,244 $0 $44,233
Patrick Carey (Evp, General Counsel/President, Cuso) $506,812 $0 $66,454
Patrick Zarifian (Svp, Chief Experience Officer) $409,158 $0 $48,848
Margaret Voskanian (Vp, Mortgage Loan Officer) $333,242 $0 $35,590
Irma Jimenez (Vp, Mortgage Loan Officer) $332,516 $0 $46,614
Charles Lacuesta (Svp, Chief Information Officer) $327,666 $0 $39,095
Diane Madison Jammal (Svp, Chief Innovation Officer) $325,213 $0 $37,729
Eric Hollingsworth (Vp, Mortgage Loan Officer) $324,708 $0 $37,969
Richard Hubeny (Svp, Chief Lending Officer) $323,531 $0 $42,210
Jason Pugh (Vp, Real Estate Lending) $269,288 $0 $31,158
Tracy Shelley (Vp, Mortgage Loan Officer) $248,707 $0 $14,922
Emmanuel Olaes (Board Member) $899 $0 $0
Guilbert Hentschke (Supervisory Committee Memeber) $792 $0 $0
Walton Greene (Chairman) $0 $0 $0
Pamela Fees (Vice Chairperson) $0 $0 $0
Rebecca Collier (Board Secretary) $0 $0 $0
Jeff Stone (Board Treasurer) $0 $0 $0
James Doyle (Board Member) $0 $0 $0
Victor Hanson (Board Member) $0 $0 $0
Ted Fujimoto (Vice Chairperson) $0 $0 $0
Surviva Mendoza (Board Secretar) $0 $0 $0
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990
Filed on Sept. 29, 2021

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

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$155,942,457
Expenses
$124,317,978
Net Income
$31,624,479
Net Assets
$352,455,558
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $140,158,636
89.9%
Investment Income $12,130,619
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,814
0.0%
Net Inventory Sales $0
Other Revenue $3,608,388
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,127,137
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $37,933,314
30.5%
Assets/Debt
Total Assets $3,190,811,816
Total Liabilities $2,838,356,258
Net Assets $352,455,558
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Stephen O'connell (President, Ceo) $732,632 $0 $65,431
Irma Jimenez (Vp, Mortgage Loan Officer) $632,840 $0 $45,317
Hudson Lee (Evp, Cfo) $602,470 $0 $47,631
Patrick Zarifian (Svp, Chief Experience Officer) $584,833 $0 $46,431
Robert O'grady (Evp, Coo) $547,823 $0 $37,777
Mark Lovewell (Evp, Cro) $504,760 $0 $65,431
Patrick Carey (Evp, Cco) $503,104 $0 $68,118
John Bretthauer (Evp, Cao) $502,943 $0 $46,431
Miguel Kassem (Vp, Mortgage Loan Officer) $450,477 $0 $37,536
Carl Federici (Vp, Investments & Insurance) $296,189 $0 $64,470
Diane Madison Jammal (Svp, Chief Innovation Officer) $289,902 $0 $37,464
Margaret Voskanian (Vp, Mortgage Loan Officer) $285,309 $0 $32,304
Rose Aebig Former (Svp Human Resources) $276,916 $0 $27,942
Eric Hollingsworth (Vp, Mortgage Loan Officer) $250,728 $0 $34,954
Charles Lacuesta (Svp, Chief Information Officer) $237,363 $0 $34,840
Jill Faucher (Svp, Marketing And Business Development) $216,946 $0 $31,023
Richard Hubeny (Svp, Chief Lending Officer) $207,635 $0 $40,996
Janalyn Glymph (Supv Cmte Member) $2,013 $0 $0
Fredric Nigro (Director) $860 $0 $0
Guilbert Hentschke (Supv Cmte Chairperson) $795 $0 $0
Roger Mctighe (Supv Cmte Member) $398 $0 $0
Victor Hanson (Director) $201 $0 $0
Walton Greene (Chairman) $0 $0 $0
Pamela Fees (Vice Chairman) $0 $0 $0
Rebecca Collier (Secretary) $0 $0 $0
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990
Filed on Nov. 10, 2020

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

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$142,976,572
Expenses
$120,627,874
Net Income
$22,348,698
Net Assets
$324,796,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $127,691,622
89.3%
Investment Income $11,336,227
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,948,723
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,969,781
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $35,093,800
29.1%
Assets/Debt
Total Assets $3,086,714,883
Total Liabilities $2,761,918,387
Net Assets $324,796,496
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Stephen O'connell (President, Ceo) $749,169 $0 $60,328
Robert O'grady (Evp, Coo) $537,373 $0 $35,624
John Bretthauer (Evp, Cco) $520,779 $0 $25,328
Mark Lovewell (Evp, Cro) $495,091 $0 $41,828
Patrick Carey (Evp, Cao) $493,446 $0 $62,461
Hudson Lee (Evp, Cfo) $469,768 $0 $41,828
Patrick Zarifian (Svp, Chief Lending Officer) $395,221 $0 $42,184
Joyce Wasserman (Vp, Human Resources) $388,042 $0 $40,434
Carl Federici (Vp, Investments & Insurance) $328,616 $0 $63,167
Diane Madison Jammal (Svp, Cio) $298,371 $0 $34,349
Jill Faucher (Svp, Marketing & Business) $297,957 $0 $40,226
Bob Reck (Fvp, Business Banking Manager) $254,933 $0 $23,266
Charles Lacuesta (Svp, Cto) $253,342 $0 $31,732
Zenaida Parson (Vp, Enterprise Risk Management) $251,149 $0 $33,988
Jason Pugh (Vp, Real Estate Lending) $224,932 $0 $37,562
Fredric Nigro (Director) $2,719 $0 $0
Janalyn Glymph (Supv Cmte Member) $2,394 $0 $0
Victor Hanson (Treasurer) $2,126 $0 $0
Guilbert Hentschke (Supv Cmte Chairperson) $1,342 $0 $0
Lawrence Serot (Supv Cmte Member) $1,038 $0 $0
Emmanuel Olaes (Director) $841 $0 $0
Lupe Reyes (Supv Cmte Member) $823 $0 $0
Ted Fujimoto (Director) $222 $0 $0
Rebecca Collier (Secretary) $87 $0 $0
Walton Greene (Chairman) $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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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,108,908
Expenses
$114,697,002
Net Income
$15,411,906
Net Assets
$302,576,718
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $113,280,481
87.1%
Investment Income $10,668,746
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,660
0.0%
Net Inventory Sales $0
Other Revenue $6,134,021
4.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,080,981
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $33,175,338
28.9%
Assets/Debt
Total Assets $3,031,294,565
Total Liabilities $2,728,717,847
Net Assets $302,576,718
Compensation
Key Employees and Officers Compensation Related Other
Ronald Mcdaniel Former (President, Ceo) $1,158,152 $0 $38,136
Stephen O'connell (President, Ceo) $1,149,743 $0 $53,546
John Bretthauer (Evp, Cco) $449,811 $0 $33,873
Robert O'grady (Evp, Coo) $445,753 $0 $34,921
Mark Lovewell (Evp, Cro) $445,749 $0 $43,304
Patrick Carey (Evp, Cao) $444,206 $0 $61,304
Patrick Duong (Vp, Business Development Officer) $381,029 $0 $28,481
Patrick Zarifian (Svp, Chief Lending Officer) $371,713 $0 $44,611
Hudson Lee (Evp, Cfo) $368,161 $0 $43,304
Michael Wilkins (Vp, Regional Manager) $310,194 $0 $17,889
Dennis Federici (Vp, Retirement & Insurance) $301,613 $0 $55,230
Diane Madison Jammal (Svp, Cio) $270,186 $0 $30,859
Bret Johnson (Vp, Operations) $256,576 $0 $19,325
William Bereczky (Vp, Business Banking Manager) $255,949 $0 $8,715
Charles Lacuesta (Svp, Cto) $239,414 $0 $33,285
Jill Faucher (Svp, Marketing & Business Development) $224,062 $0 $36,712
Janalyn Glymph (Supv Cmte Member) $2,627 $0 $0
Emmanuel Olaes (Director) $1,838 $0 $0
Guilbert Hentschke (Supv Cmte Chairperson) $1,074 $0 $0
Scott Svonkin (Supv Cmte Member) $1,071 $0 $0
Pamela Fees (Director) $893 $0 $0
Victor Hanson (Treasurer) $602 $0 $0
Lawrence Serot (Supv Cmte Member) $569 $0 $0
Walton Greene (Chairman) $0 $0 $0
Todd Bulich (Vice Chairman) $0 $0 $0
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990
Filed on Nov. 13, 2018

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

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Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,106,597
Expenses
$71,856,956
Net Income
$6,249,641
Net Assets
$120,997,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,779,698
88.1%
Investment Income $5,229,813
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $88,256
0.1%
Net Inventory Sales $0
Other Revenue $4,008,830
5.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,262,716
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $19,944,420
27.8%
Assets/Debt
Total Assets $1,596,148,609
Total Liabilities $1,475,151,315
Net Assets $120,997,294
Compensation
Key Employees and Officers Compensation Related Other
Mark Lovewell (Evp,Cfo) $601,834 $0 $37,457
Ronald Mcdaniel (President,Ceo) $553,380 $0 $32,331
Patrick Duong (Vp Coml Re Officer) $447,745 $0 $34,272
Jeffrey Benoun Former (Svp Chief Credit Off) $420,693 $0 $16,800
John Bretthauer (Evp,Coo) $404,244 $0 $38,178
Patrick Carey (Evp,Cao/Counsel) $383,892 $0 $38,281
Ernie Celaya (Loan Sales) $373,932 $0 $29,320
Patrick Zarifian (Svp Chief Lending/Sales) $321,849 $0 $37,457
Michael Wilkins (Svp Retails Ops) $281,726 $0 $35,352
Jason Pugh (Svp Real Estate Lending) $276,863 $0 $23,134
William Bereczky (Svp Commercial Lend) $274,508 $0 $23,134
Margaret Voskanian (Loan Sales) $254,636 $0 $32,040
Irene Lizarraga (Loan Sales) $230,126 $0 $19,471
Charles Lacuesta (Cio) $218,952 $0 $21,810
Eric Hollingsworth (Loan Sales) $218,336 $0 $28,063
Walton Greene (Chairman) $0 $0 $0
Surviva Mendoza (Vice Chairman) $0 $0 $0
Victor Hanson (Secretary/Treasurer) $0 $0 $0
Pamela Fees (Director) $0 $0 $0
Ted Fujimoto (Director) $0 $0 $0
Fredric Nigro (Director) $0 $0 $0
Marcia Wade (Supv Cmte Chairperson) $0 $0 $0
Guilbert Hentschke (Supv Cmte Secretary) $0 $0 $0
Scott Svonkin (Supv Cmte Member) $0 $0 $0
Lawrence Serot (Supv Cmte Member) $0 $0 $0
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990
Filed on Oct. 7, 2017

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

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Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,565,796
Expenses
$62,507,396
Net Income
$9,058,400
Net Assets
$117,914,813
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,065,727
86.7%
Investment Income $5,899,816
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $324,995
0.5%
Net Inventory Sales $0
Other Revenue $3,275,258
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,920,221
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $17,092,669
27.3%
Assets/Debt
Total Assets $1,463,532,831
Total Liabilities $1,345,618,018
Net Assets $117,914,813
Compensation
Key Employees and Officers Compensation Related Other
Patrick Carey (Evp,Cao/Counsel) $902,442 $0 $35,672
John Bretthauer (Evp,Coo) $885,213 $0 $35,561
Ronald Mcdaniel (President,Ceo) $655,022 $0 $30,193
Michelle Mollo (Avp Project Mgmt) $589,498 $0 $20,627
Mark Lovewell (Evp,Cfo) $393,085 $0 $32,174
Patrick Zarifian (Svp Chief Lending/Sales) $330,954 $0 $32,005
Patrick Duong (Vp Coml Re Officer) $315,756 $0 $23,026
Ernie Celaya (Loan Sales) $283,327 $0 $21,618
Jason Pugh (Vp Business Dev) $269,510 $0 $22,238
Margaret Voskanian (Loan Sales) $268,123 $0 $20,646
William Bereczky (Svp Commercial Lend) $263,803 $0 $22,159
Jeffrey Benoun (Svp Chief Credit Off) $257,125 $0 $16,295
Stanley Cadiente (Cio (Former)) $254,215 $0 $23,789
Michael Wilkins (Svp Retails Ops) $252,148 $0 $29,651
Walton Greene (Chairman) $0 $0 $0
Surviva Mendoza (Vice Chairman) $0 $0 $0
Victor Hanson (Secretary/Treasurer) $0 $0 $0
Pamela Fees (Director) $0 $0 $0
Ted Fujimoto (Director) $0 $0 $0
Dr Francis Nakano (Director) $0 $0 $0
Fredric Nigro (Director) $0 $0 $0
Marcia Wade (Supv Cmte Chairperson) $0 $0 $0
Guilbert Hentschke (Supv Cmte Secretary) $0 $0 $0
Scott Svonkin (Supv Cmte Member) $0 $0 $0
Lawrence Serot (Supv Cmte Member) $0 $0 $0
See filing for compensation of 2 other people →
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Document Links

990
Filed on Nov. 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
$73,802,986
Expenses
$52,125,441
Net Income
$21,677,545
Net Assets
$114,950,344
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,132,069
76.1%
Investment Income $6,006,675
8.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,433,617
12.8%
Net Inventory Sales $0
Other Revenue $2,230,625
3.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,658,591
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $14,534,753
27.9%
Assets/Debt
Total Assets $1,334,156,720
Total Liabilities $1,219,206,376
Net Assets $114,950,344
Compensation
Key Employees and Officers Compensation Related Other
Ronald Mcdaniel (President,Ceo) $1,983,335 $0 $44,285
John Bretthauer (Evp,Coo) $374,306 $0 $104,558
Patrick Carey (Evp,Cao/Counsel) $361,029 $0 $104,276
Mark Lovewell (Evp,Cfo) $346,401 $0 $97,584
Ernie Celaya (Loan Sales) $313,791 $0 $19,491
Patrick Zarifian (Svp Chief Lending/Sales) $298,827 $0 $52,355
William Bereczky (Svp Commercial Lend) $256,453 $0 $34,936
Stanley Cadiente (Cio) $256,385 $0 $32,475
Ronald Stratman (Chief Marketing Officer (Former)) $244,237 $0 $43,425
Jeffrey Benoun (Svp Chief Credit Off) $230,039 $0 $28,260
Michael Wilkins (Svp Retails Ops) $229,513 $0 $44,415
Margaret Voskanian (Loan Sales) $211,780 $0 $34,343
Patrick Duong (Vp Coml Re Officer) $196,163 $0 $28,211
Jason Pugh (Vp Business Dev) $187,573 $0 $24,239
Zenaida Parson (Svp, Controller) $168,759 $0 $31,626
Walton Greene (Chairman) $0 $0 $0
Surviva Mendoza (Vice Chairman) $0 $0 $0
Victor Hanson (Secretary/Treasurer) $0 $0 $0
James Figueroa (Director) $0 $0 $0
Ted Fujimoto (Director) $0 $0 $0
Dr Francis Nakano (Director) $0 $0 $0
Fredric Nigro (Director) $0 $0 $0
Marcia Wade (Supv Cmte Chairperson) $0 $0 $0
Scott Svonkin (Supv Cmte Member) $0 $0 $0
Guilbert Hentschke (Supv Cmte Member) $0 $0 $0
See filing for compensation of 3 other people →
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990
Filed on Sept. 2, 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
$60,063,725
Expenses
$52,181,035
Net Income
$7,882,690
Net Assets
$102,958,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,993,850
53.3%
Investment Income $2,363,176
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,313,495
2.2%
Net Fundraising $0
Sales of Assets $2,540,774
4.2%
Net Inventory Sales $0
Other Revenue $21,852,430
36.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,356,981
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $13,044,934
25.0%
Assets/Debt
Total Assets $1,173,972,336
Total Liabilities $1,071,014,078
Net Assets $102,958,258
Compensation
Key Employees and Officers Compensation Related Other
Ronald Stratman (Chief Marketing Officer) $611,311 $0 $38,768
Ronald Mcdaniel (President, Ceo) $565,690 $0 $36,761
Ernie Celaya (Loan Sales Officer) $347,303 $0 $20,215
John Bretthauer (Chief Operating Officer) $341,608 $0 $41,904
Patrick Carey (Cao & Legal Counsel) $327,072 $0 $41,137
William Bereczky (Svp Commercial Lending) $227,437 $0 $20,864
Margaret Voskanian (Loan Sales) $220,792 $0 $12,131
Patrick Zarifian (Svp Loan Origination) $214,797 $0 $22,763
Stanley Cadiente (Vp & Chief Information Off) $206,807 $0 $27,043
Michael Wilkins (Svp Retail Operations) $179,678 $0 $25,664
Mark Lovewell (Chief Operating Officer) $178,189 $0 $23,624
Jeffrey Benoun (Vp Lending) $173,624 $0 $7,498
Zenaida Parson (Vp Controller) $154,767 $0 $28,234
Patrick Duong (Vp Coml Re Officer) $146,128 $0 $15,128
Victor Hason (Director) $0 $0 $0
James Figueroa (Director) $0 $0 $0
Walton Green (Chairman, Director) $0 $0 $0
Mario Florio (Director) $0 $0 $0
Surviva Mendoza (Director) $0 $0 $0
Dr Francis Nakano (Director) $0 $0 $0
Fredric Nigro (Director) $0 $0 $0
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Document Links

990
Filed on Aug. 14, 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
$53,642,135
Expenses
$60,012,236
Net Income
-$6,370,101
Net Assets
$88,551,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,580,405
62.6%
Investment Income $1,159,857
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,249,923
2.3%
Net Fundraising $0
Sales of Assets $2,098,218
3.9%
Net Inventory Sales $0
Other Revenue $15,553,732
29.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,861,590
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $13,401,716
22.3%
Assets/Debt
Total Assets $1,068,729,081
Total Liabilities $980,177,327
Net Assets $88,551,754

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
$62,145,954
Expenses
$56,968,436
Net Income
$5,177,518
Net Assets
$104,454,558
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,156,407
64.6%
Investment Income $633,377
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,507,836
2.4%
Net Fundraising $0
Sales of Assets $4,990,198
8.0%
Net Inventory Sales $0
Other Revenue $14,858,136
23.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,316,342
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $12,870,238
22.6%
Assets/Debt
Total Assets $1,041,517,517
Total Liabilities $937,062,959
Net Assets $104,454,558

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

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