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San Diego County Credit Union

  • San Diego, CA
  • Tax-exempt since June 1961
  • EIN: 95-1184903

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$329M (2022)

Expenses
$231M (2022)

Total Assets
$11.2B (2022)

Total Liabilities
$9.57B (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
$329,477,426
Expenses
$231,277,617
Net Income
$98,199,809
Net Assets
$1,671,287,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $257,162,218
78.1%
Investment Income $61,696,786
18.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $268,022
0.1%
Net Fundraising $0
Sales of Assets -$33,459
Net Inventory Sales $0
Other Revenue $10,383,859
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $20,152,740
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $57,827,204
25.0%
Assets/Debt
Total Assets $11,238,527,302
Total Liabilities $9,567,239,947
Net Assets $1,671,287,355
Compensation
Key Employees and Officers Compensation Related Other
Teresa Campbell (Ceo & President) $2,903,436 $0 $9,692,859
Michelle Pagni (Evp, Retail) $994,546 $0 $692,488
Michael Bradshaw (Evp, Real Estate Lending) $713,760 $0 $43,403
Nathan Schmidt (Evp, Chief Experience Officer And Digital Channel) $684,126 $0 $616,845
Carolyn Kissick (Evp, Erm & Chief Risk Officer) $651,054 $0 $559,752
David Perkins (Evp, Information Technology) $644,361 $0 $34,066
Ryan Little (Evp, Consumer Lending) $624,096 $0 $38,493
Sheena Peoples (Evp, Operations & Chief Sales And Service Officer) $439,761 $0 $20,966
Aaron Sato (Cfo & Executive Vice President) $411,923 $0 $15,867
Donald Jarrett (Svp, Real Estate) $347,339 $0 $45,479
Scott Carroll (Chief Technology Officer) $347,221 $0 $34,530
Ashlee Scott (Former Evp & Cfo) $327,401 $0 $15,300
Scott Maxwell (Svp, Chief It Security Officer) $314,938 $0 $41,396
Michael Corpuz (Svp, Business Lending) $304,281 $0 $22,764
Dennis Kingery (Former Evp, Operations & Chief Sales And Service O) $284,402 $0 $13,458
Susan Fargo (Svp, Investment & Wealth Services) $284,195 $0 $42,941
Ilan Awerbuch (Director) $0 $0 $0
Heather Benjamin (Director) $0 $0 $0
Richard Collins (Director) $0 $0 $0
Alfie Gonzaga (Director) $0 $0 $0
Christopher Hart (Director) $0 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
Laurie Levenson (Director) $0 $0 $0
Steve Reuel (Director) $0 $0 $0
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990
Filed on Nov. 15, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$305,241,036
Expenses
$204,797,185
Net Income
$100,443,851
Net Assets
$1,572,885,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $235,995,920
77.3%
Investment Income $43,638,267
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $41,341
0.0%
Net Inventory Sales $0
Other Revenue $25,565,508
8.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $19,063,608
9.3%
Professional Fundraising Fees $0
Other Salaries and Wages $53,693,533
26.2%
Assets/Debt
Total Assets $10,817,931,463
Total Liabilities $9,245,046,090
Net Assets $1,572,885,373
Compensation
Key Employees and Officers Compensation Related Other
Teresa Campbell (Ceo & President) $9,573,486 $0 $2,224,470
Michelle Pagni (Executive Vice President, Human Resources) $897,224 $0 $587,589
Michael Taylor Bradshaw (Evp, Real Estate Lending) $717,842 $0 $40,472
Carolyn Kissick (Evp, Erm & Chief Risk Officer) $620,823 $0 $555,833
Ashlee N Scott (Executive Vp & Cfo) $613,049 $0 $640,186
Nathan S Schmidt (Evp, Cxo And Digital Channels) $584,981 $0 $424,026
Dennis W Kingery (Evp, Operations & Chief Sales & Service Offic) $450,215 $0 $39,491
Valerie L Kwiatkowski 110521 (Evp, Information Technology) $387,935 $0 $22,218
Marc A Mathews (Vice President, Business Loan Originations) $371,314 $0 $82,646
Donald Taylor Jarrett (Senior Vice President, Real Estate) $365,568 $0 $39,438
Carlos Manuel Zuniga 070621 (Executive Vice President, Consumer Lending) $348,107 $0 $15,318
Scott L Maxwell (Senior Vice President, Chief It Security Ofr) $337,129 $0 $37,980
Bradley W Bates (Senior Vice President, Internal Audit) $326,808 $0 $27,865
Ryan Scott Little (Executive Vice President, Consumer Lending) $315,966 $0 $4,377
Michael Wayne Corpuz (Senior Vice President, Business Lending) $293,003 $0 $21,253
Ilan Awerbuch (Director) $0 $0 $0
Heather Benjamin (Director) $0 $0 $0
Richard Collins (Director) $0 $0 $0
Alfie Gonzaga (Director) $0 $0 $0
Christopher Hart (Director) $0 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
Laurie Levenson (Director) $0 $0 $0
Steve Reuel (Director) $0 $0 $0
Ken Van Riper (Director) $0 $0 $0
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990
Filed on Nov. 10, 2022

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

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$311,815,699
Expenses
$240,302,485
Net Income
$71,513,214
Net Assets
$1,472,442,153
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $275,746,126
88.4%
Investment Income $26,510,864
8.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $57,325
0.0%
Net Inventory Sales $0
Other Revenue $9,501,384
3.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $13,250,482
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $59,620,389
24.8%
Assets/Debt
Total Assets $9,693,856,295
Total Liabilities $8,221,414,142
Net Assets $1,472,442,153
Compensation
Key Employees and Officers Compensation Related Other
Teresa Campbell (Ceo & President) $2,129,063 $0 $5,364,816
Chitraphol T Vongsawad (Coso (Ending 03/20)) $1,628,018 $0 -$1,323,804
Carolyn Kissick (Evp, Erm & Chief Risk Officer) $939,587 $0 $243,351
Nathan S Schmidt (Evp, Cxo And Digital Channels) $796,537 $0 $141,748
Karen M Scanlan (Vp, Ressm (Ending 07/20)) $591,573 $0 $10,024
Ashlee N Micale (Executive Vp & Cfo) $569,304 $0 $642,847
Valerie Kwiatkowski (Evp, Information Technology) $505,762 $0 $29,053
Michelle Pagni (Executive Vice President, Human Resources) $499,594 $0 $514,228
Marc A Mathews (Vp, Blo) $391,276 $0 $132,580
Patrick M Cosgrove (Evp, Consumer Lending (Ending 11/20)) $377,012 $0 -$211,001
Dennis W Kingery (Evp, Ops & Chief Sales & Service Officer) $373,337 $0 $29,484
Scott L Maxwell (Svp, Chief Itso) $309,140 $0 $32,074
Christopher M Wilder (Svp, Ops & Cs (Ending 07/20)) $269,840 $0 $38,458
John Stevenson (Svp, Controller (Ending 07/20)) $254,247 $0 $28,929
Christopher Hart (Director) $1,547 $0 $0
Ilan Awerbuch (Director) $0 $0 $0
Heather Benjamin (Director) $0 $0 $0
Richard Collins (Director) $0 $0 $0
Alfie Gonzaga (Director) $0 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
Laurie Levenson (Director) $0 $0 $0
Steve Reuel (Director) $0 $0 $0
Ken Van Riper (Director) $0 $0 $0
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990
Filed on Nov. 12, 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
$343,670,713
Expenses
$250,260,659
Net Income
$93,410,054
Net Assets
$1,400,929,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $297,896,550
86.7%
Investment Income $34,505,575
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,098
0.0%
Net Inventory Sales $0
Other Revenue $11,230,490
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $15,611,252
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $49,064,235
19.6%
Assets/Debt
Total Assets $8,469,209,045
Total Liabilities $7,068,279,443
Net Assets $1,400,929,602
Compensation
Key Employees and Officers Compensation Related Other
Teresa Campbell (Ceo & President) $7,458,763 $0 $2,487,257
Michelle Pagni (Evp, Human Resources) $745,268 $0 $350,273
Ashlee N Micale (Executive Vp & Cfo) $551,027 $0 -$42,722
Carolyn Kissick (Evp, Erm & Chief Risk Officer) $517,702 $0 $494,752
Todd L Storkersen (Svp, Regional Operations Manager) $510,081 $0 -$297,221
Chitraphol T Vongsawad (Coso) $486,786 $0 $128,721
Marc A Mathews (Vice President, Business Loan Originations) $480,660 $0 -$170,481
Valerie Kwiatkowski (Evp, It) $470,557 $0 $22,823
Nathan S Schmidt (Evp, Brand Strategy And Di) $467,082 $0 $500,624
Patrick M Cosgrove (Evp, Chief Lending Officer) $437,502 $0 $113,625
Dennis W Kingery (Evp, Ops & Chief Sales & Service Officer) $364,218 $0 $38,875
Sharon Phillips (Svp, Regional Operations Manager) $314,478 $0 -$220,110
Scott L Maxwell (Senior Vice President, Chief It Security Ofr) $307,493 $0 $37,771
Bradley W Bates (Senior Vice President, Internal Audit) $277,004 $0 $26,166
Ilan Awerbuch (Director) $6,475 $0 $0
Steve Reuel (Director) $5,186 $0 $0
Laurie Levenson (Director) $1,916 $0 $0
Richard Collins (Director) $1,727 $0 $0
Ken Van Riper (Director) $1,280 $0 $0
Christopher Hart (Director) $1,133 $0 $0
Heather Benjamin (Director) $403 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
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990
Filed on Nov. 11, 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
$332,650,465
Expenses
$226,367,296
Net Income
$106,283,169
Net Assets
$1,307,519,663
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $279,962,525
84.2%
Investment Income $35,940,718
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,202,506
1.0%
Net Inventory Sales $0
Other Revenue $13,544,716
4.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,182,995
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $47,986,901
21.2%
Assets/Debt
Total Assets $8,150,276,552
Total Liabilities $6,842,756,889
Net Assets $1,307,519,663
Compensation
Key Employees and Officers Compensation Related Other
Teresa Campbell (Ceo & President) $1,763,983 $0 $1,516,118
Ashlee N Micale (Executive Vp & Cfo) $531,142 $0 $47,009
Chitraphol T Vongsawad (Coso) $505,054 $0 $131,822
Carolyn Kissick (Evp, Oper. & Enter. Risk Mgmt) $477,289 $0 $112,352
Patrick M Cosgrove (Evp, Chief Lending Officer) $440,635 $0 $50,424
Nathan S Schmidt (Evp, Brand Strategy And Digital Channels) $438,184 $0 $19,386
Michelle Pagni (Evp, Human Resources) $435,642 $0 -$1,073
Valerie Kwiatkowski (Evp, It) $425,533 $0 $22,938
Dale Christopher Turner (Evp, Chief Sales & Svc. (Ending 09/18)) $291,268 $0 -$41,796
Bradley W Bates (Senior Vp, Internal Audit) $272,066 $0 $26,135
Scott Maxwell (Senior Vp, Chief It Security Ofr) $271,704 $0 $36,258
Erwin Santos (Lead Systems Engineer) $270,943 $0 $27,617
Michael Corpuz (Senior Vp, Business Lending) $267,116 $0 $20,027
Edward Marr (Senior Vp, Investment Officer) $256,839 $0 $27,601
Ilan Awerbuch (Director) $5,784 $0 $0
Ken Van Riper (Director) $4,700 $0 $0
Steve Reuel (Director) $4,115 $0 $0
Richard Collins (Director) $1,096 $0 $0
Laurie Levenson (Director) $587 $0 $0
Heather Benjamin (Director) $448 $0 $0
Christopher Hart (Director) $352 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
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990
Filed on Nov. 12, 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
$303,231,691
Expenses
$201,737,461
Net Income
$101,494,230
Net Assets
$1,201,237,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $257,046,621
84.8%
Investment Income $39,445,745
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $294,763
0.1%
Net Inventory Sales $0
Other Revenue $6,444,562
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,653,320
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $41,535,784
20.6%
Assets/Debt
Total Assets $8,262,116,445
Total Liabilities $7,060,879,199
Net Assets $1,201,237,246
Compensation
Key Employees and Officers Compensation Related Other
Teresa Halleck (Ceo & President) $1,379,304 $0 $1,842,315
Chitraphol T Vongsawad (Coo) $460,321 $0 $146,314
Heather E Moshier (Evp, It) $451,104 $0 -$275,219
Ashlee N Micale (Executive Vp & Cfo) $437,192 $0 $72,821
Dale Christopher Turner (Evp, Chief Sales And Service Officer) $406,444 $0 $36,354
Patrick M Cosgrove (Evp, Chief Lending Officer) $399,735 $0 $96,401
Carolyn Kissick (Evp, Operations & Enterprise Risk Management) $356,061 $0 $19,472
Michelle Pagni (Evp, Human Resources) $352,553 $0 $79,468
Nathan S Schmidt (Evp, Brand Strategy And Digital Channels) $348,877 $0 $43,802
Oswald Fernandez Miclat (Core Systems Operations Analyst) $324,941 $0 $26,113
Patricia J Zervic (Sr. Vp, Real Estate Mlo) $294,577 $0 $8,115
Marc A Mathews (Vp, Business Loan Originations) $288,118 $0 $13,535
Michael Wayne Corpuz (Sr. Vp, Business Lending) $256,503 $0 $19,027
Bradley W Bates (Sr. Vp, Internal Audit) $241,136 $0 $29,472
Ilan Awerbuch (Director) $5,633 $0 $0
Steve Reuel (Director) $2,893 $0 $0
Laurie Levenson (Director) $965 $0 $0
Richard Collins (Director) $772 $0 $0
Ken Van Riper (Director) $486 $0 $0
Christopher Hart (Director) $485 $0 $0
Heather Benjamin (Director) $401 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
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990
Filed on Nov. 6, 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
$287,255,782
Expenses
$181,116,645
Net Income
$106,139,137
Net Assets
$1,099,743,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $240,055,613
83.6%
Investment Income $26,210,124
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,839,088
1.0%
Net Inventory Sales $0
Other Revenue $18,150,957
6.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,075,362
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $46,207,313
25.5%
Assets/Debt
Total Assets $7,901,403,748
Total Liabilities $6,801,660,054
Net Assets $1,099,743,694
Compensation
Key Employees and Officers Compensation Related Other
Teresa Halleck (Ceo & President) $1,231,055 $0 $1,734,741
Chitraphol T Vongsawad (Coo) $461,842 $0 $135,165
Rod Calvao (Former Director & Ceo) $425,000 $0 -$3,787,446
Heather E Moshier (Executive Vp It) $374,267 $0 $230,993
Ashlee N Micale (Executive Vp & Cfo) $372,388 $0 $39,435
Dale Turner (Evp Real Estate) $349,557 $0 $31,007
Patrick Cosgrove (Evp Consumer Lending) $336,518 $0 $49,577
Michelle Pagni (Evp Human Resources) $320,185 $0 $52,331
Marc A Mathews (Vp Business Loan Origina) $312,408 $0 $13,500
Nathan S Schmidt (Evp Marketing & Business) $304,862 $0 $39,764
Michael Corpuz (Svp, Business Lending) $239,318 $0 $17,195
Carolyn Kissick (Svp, Ops & Card Servies) $236,586 $0 $15,877
Bradley Bates (Director Of Internal Audit) $227,854 $0 $20,201
Patricia Zervic (Svp, Real Estate) $227,690 $0 $16,752
Steve Reuel (Director) $8,997 $0 $0
Ilan Awerbuch (Director) $1,986 $0 $0
Laurie Levenson (Director) $696 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Richard Collins (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
Christopher Hart (Director) $0 $0 $0
Linde Hotchkiss (Director) $0 $0 $0
Ken Van Riper (Director) $0 $0 $0
Heather Benjamin (Director) $0 $0 $0
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990
Filed on Nov. 15, 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
$251,061,382
Expenses
$163,175,051
Net Income
$87,886,331
Net Assets
$993,604,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $215,807,492
86.0%
Investment Income $21,904,826
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,537,809
1.4%
Net Inventory Sales $0
Other Revenue $9,811,255
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $9,872,418
6.1%
Professional Fundraising Fees $0
Other Salaries and Wages $41,294,831
25.3%
Assets/Debt
Total Assets $7,169,792,526
Total Liabilities $6,176,187,887
Net Assets $993,604,639
Compensation
Key Employees and Officers Compensation Related Other
Teresa Halleck (Ceo & President) $1,199,513 $0 $4,395,077
Rod Calvao (Director & Former Ceo) $425,000 $0 -$308,969
Chitraphol T Vongsawad (Coo) $417,377 $0 $109,346
Heather E Moshier (Executive Vp It) $367,305 $0 $94,858
Ashlee N Micale (Executive Vp & Cfo) $362,358 $0 $23,755
Dale Turner (Evp Real Estate) $349,744 $0 $24,373
Nathan S Schmidt (Evp Marketing & Business) $294,165 $0 $30,619
Michelle Pagni (Evp Human Resources) $289,400 $0 $43,320
Patrick Cosgrove (Evp Consumer Lending) $281,684 $0 $38,363
Carolyn Kissick (Svp, Ops & Card Servies) $226,930 $0 $14,984
Bradley Bates (Director Of Internal Audit) $223,000 $0 $16,239
Patricia Zervic (Svp, Real Estate) $217,880 $0 $16,794
Marc A Mathews (Vp Business Loan Origina) $217,663 $0 -$24,626
Michael Corpuz (Svp, Business Lending) $209,500 $0 $13,364
Steve Reuel (Director) $861 $0 $0
Ilan Awerbuch (Director) $0 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Richard Collins (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
Laurie Levenson (Director) $0 $0 $0
Christopher Hart (Director) $0 $0 $0
Linde Hotchkiss (Director) $0 $0 $0
Ken Van Riper (Director) $0 $0 $0
Heather Benjamin (Director) $0 $0 $0
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990
Filed on Nov. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$236,829,269
Expenses
$141,353,465
Net Income
$95,475,804
Net Assets
$905,720,118
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $193,645,165
81.8%
Investment Income $20,422,595
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $75,234
0.0%
Net Fundraising $0
Sales of Assets $2,996,071
1.3%
Net Inventory Sales $0
Other Revenue $19,690,204
8.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,713,177
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $34,233,433
24.2%
Assets/Debt
Total Assets $6,731,716,805
Total Liabilities $5,825,996,687
Net Assets $905,720,118
Compensation
Key Employees and Officers Compensation Related Other
Teresa Halleck (Ceo & President) $1,070,875 $0 $430,288
Rod Calvao (Director & Former Ceo) $425,000 $0 -$180,126
Chitraphol T Vongsawad (Coo) $392,668 $0 $150,898
Heather E Moshier (Evp It) $352,683 $0 $287,936
Ashlee N Micale (Evp & Cfo) $347,496 $0 $33,070
Dale Turner (Evp Real Estate) $335,483 $0 $31,775
Nathan S Schmidt (Evp Marketing & Business) $277,789 $0 $32,994
Michelle Pagni (Evp Human Resources) $273,250 $0 $44,475
Patrick Cosgrove (Evp Consumer Lending) $270,902 $0 $40,150
John Sedberry (Financial Advisor) $218,568 $0 $9,997
Edward Marr (Svp, Investment Officer) $205,598 $0 $19,810
Leonard Gzesh (Svp, Invest & Wealth Services) $202,347 $0 $6,743
Carolyn Kissick (Svp, Ops & Card Servies) $199,277 $0 $11,744
Marc A Mathews (Vp Business Loan Originations) $170,250 $0 $44,903
Steve Reuel (Director) $4,003 $0 $0
Ilan Awerbuch (Director) $2,331 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
Richard Collins (Director) $0 $0 $0
Shirley Jackson (Director) $0 $0 $0
Laurie Levenson (Director) $0 $0 $0
Christopher Hart (Director) $0 $0 $0
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990
Filed on Nov. 13, 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
$221,670,018
Expenses
$131,608,131
Net Income
$90,061,887
Net Assets
$810,245,785
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $184,838,859
83.4%
Investment Income $17,758,744
8.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $74,494
0.0%
Net Fundraising $0
Sales of Assets $5,985,182
2.7%
Net Inventory Sales $0
Other Revenue $13,012,739
5.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,934,661
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $30,469,025
23.2%
Assets/Debt
Total Assets $6,348,541,558
Total Liabilities $5,538,295,773
Net Assets $810,245,785
Compensation
Key Employees and Officers Compensation Related Other
Teresa Halleck (Ceo & President) $959,454 $0 $116,959
Rod Calvao (Director & Former Ceo) $428,303 $0 $0
Chitraphol T Vongsawad (Coo) $358,297 $0 $100,248
Heather E Moshier (Evp It) $334,983 $0 $155,130
Ashlee N Micale (Cfo) $329,968 $0 $23,888
Dale Turner (Evp Real Estate) $276,462 $0 $26,279
Nathan S Schmidt (Evp Marketing & Business) $260,623 $0 $24,136
Edward Marr (Svp, Investment Officer) $250,769 $0 $14,677
Michelle Pagni (Evp Human Resources) $239,674 $0 $31,679
Patrick Cosgrove (Evp Consumer Lending) $231,149 $0 $23,494
Sassan Azhadi (Sr Technical Architect) $215,344 $0 -$214,166
John Sedberry (Financial Advisor) $203,132 $0 $12,555
Marc A Mathews (Svp Business Services) $192,680 $0 -$5,027
Leonard Gzesh (Svp, Invest & Wealth Services) $191,678 $0 $6,959
Kenton Hall (Svp Former) $110,055 $0 $0
Ilan Awerbuch (Director) $1,132 $0 $0
Steve Reuel (Director) $1,034 $0 $0
Richard Collins (Director) $731 $0 $0
Laurie Levenson (Director) $542 $0 $0
Shirley Jackson (Director) $101 $0 $0
Patricia Honeycutt (Director) $0 $0 $0
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Document Links

990
Filed on Dec. 15, 2016

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

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$222,814,948
Expenses
$139,939,819
Net Income
$82,875,129
Net Assets
$720,187,711
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $196,314,566
88.1%
Investment Income $13,553,720
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $71,887
0.0%
Net Fundraising $0
Sales of Assets $10,572,438
4.7%
Net Inventory Sales $0
Other Revenue $2,302,337
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,150,512
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $29,969,880
21.4%
Assets/Debt
Total Assets $5,836,542,937
Total Liabilities $5,116,355,226
Net Assets $720,187,711

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
$223,177,884
Expenses
$156,987,370
Net Income
$66,190,514
Net Assets
$637,310,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $204,011,900
91.4%
Investment Income $11,807,462
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $66,992
0.0%
Net Fundraising $0
Sales of Assets $4,595,036
2.1%
Net Inventory Sales $0
Other Revenue $2,696,494
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,218,610
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $26,661,121
17.0%
Assets/Debt
Total Assets $5,459,615,811
Total Liabilities $4,822,305,036
Net Assets $637,310,775

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

Fiscal Year Ending Dec.
2007

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

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