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Credit Unions In The State Of

Blupeak Credit Union
  • San Diego, CA
  • Tax-exempt since Sept. 1961
  • EIN: 95-1209332

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
$62.4M (2023)

Expenses
$60.1M (2023)

Total Assets
$1.47B (2023)

Total Liabilities
$1.39B (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
$62,378,718
Expenses
$60,114,609
Net Income
$2,264,109
Net Assets
$83,308,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,598,261
74.7%
Investment Income $15,255,795
24.5%
Bond Proceeds $0
Royalties $0
Rental Property Income -$46,399
Net Fundraising $0
Sales of Assets $571,061
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,608,516
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $11,384,111
18.9%
Assets/Debt
Total Assets $1,472,619,773
Total Liabilities $1,389,310,887
Net Assets $83,308,886
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Todd Tharp (President/Ceo) $712,968 $0 $55,132
Matthew Lyons (Evp/Chief Operating Officer) $492,326 $0 $28,722
Charles Williams (Svp/Chief Risk Officer) $287,348 $0 $27,291
Karen Smith (Vp/Chief Credit Officer) $257,555 $0 $29,395
Amber Fielder (Former Svp/Chief Marketing Officer) $234,423 $0 $20,265
Melvinrey De Guzman (Vp Of Real Estate & Capital Markets) $233,336 $0 $21,316
Rishi Dave (Vp Enterprise Tech. & Architecture) $213,559 $0 $43,003
Margarita Guerra (Former Svp/Cfo/Secretary) $188,922 $0 $17,607
Ryan Harris (Software Engineer Ii) $183,964 $0 $20,019
Carrie Knutson (Vp Finance) $171,344 $0 $38,386
Andrew Judge (Vp Internal Audit) $170,962 $0 $25,059
Gloria Nunes (Vp Of Human Resources) $168,777 $0 $21,703
Matt Adams (Vice Chair) $0 $0 $0
David Ely (Director) $0 $0 $0
Harry Le Grande (Director) $0 $0 $0
Joshua Lawrence (Chair) $0 $0 $0
Steven Lei (Director) $0 $0 $0
Yvonne Marsh (Director) $0 $0 $0
Les Overman (Director) $0 $0 $0
Beverly Randez (Director) $0 $0 $0
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990
Filed on Nov. 13, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,015,710
Expenses
$42,732,849
Net Income
$3,282,861
Net Assets
$77,587,697
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,152,384
82.9%
Investment Income $6,415,549
13.9%
Bond Proceeds $0
Royalties $0
Rental Property Income -$437,198
Net Fundraising $0
Sales of Assets $1,884,975
4.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,691,985
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $12,804,804
30.0%
Assets/Debt
Total Assets $1,240,251,202
Total Liabilities $1,162,663,505
Net Assets $77,587,697
Compensation
Key Employees and Officers Compensation Related Other
Todd Tharp (President/Ceo) $670,005 $0 $54,126
James Harris (Former Ceo) $585,457 $0 $47,857
Matthew Lyons (Evp/Chief Operating Officer) $506,283 $0 $57,109
Margarita Guerra (Svp/Cfo/Secretary) $301,430 $0 $27,882
Amber Fielder (Svp/Chief Marketing Officer) $283,030 $0 $33,012
Charles Williams (Svp/Chief Risk Officer) $241,043 $0 $23,508
Karen Smith (Vp/Chief Credit Officer) $229,815 $0 $28,071
Laura Young (Former Svp/Chief Hr Officer) $204,971 $0 $0
Rishi Dave (Vp Enterprise Tech. & Architecture) $199,839 $0 $36,831
Melvinrey De Guzman (Vp Of Real Estate & Capital Markets) $182,867 $0 $21,879
Yan Huang (Former Vp Software Engineer) $182,569 $0 $8,899
Dante Carlesimo (Software Engineer Ii) $179,642 $0 $19,466
James Creed (Vp Of Operations And Payments) $165,583 $0 $18,433
Gloria Nunes (Vp Of Human Resources) $157,252 $0 $20,757
Matt Adams (Vice Chair) $0 $0 $0
David Ely (Director) $0 $0 $0
Harry Le Grande (Director) $0 $0 $0
Joshua Lawrence (Chair) $0 $0 $0
Steven Lei (Director) $0 $0 $0
Yvonne Marsh (Director) $0 $0 $0
Les Overman (Director) $0 $0 $0
Beverly Randez (Director) $0 $0 $0
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990
Filed on Nov. 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,598,480
Expenses
$40,051,557
Net Income
$546,923
Net Assets
$102,360,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,979,143
88.6%
Investment Income $3,868,738
9.5%
Bond Proceeds $0
Royalties $0
Rental Property Income -$395,778
Net Fundraising $0
Sales of Assets $1,146,377
2.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,280,629
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $13,291,572
33.2%
Assets/Debt
Total Assets $1,264,438,336
Total Liabilities $1,162,077,824
Net Assets $102,360,512
Compensation
Key Employees and Officers Compensation Related Other
James Harris (Former Officer) $581,624 $0 $105,383
Laura Young (Svp/Chief Hr Officer (Until 12/31/21)) $559,602 $0 $54,947
Todd Tharp (President/Ceo) $377,891 $0 $78,838
Matthew Lyons (Evp/Chief Operating Officer) $346,430 $0 $61,842
Shelly Duckart (Sr Community Mortgage Specialist) $307,826 $0 $21,025
Kathleen Dallas Orr (Sr Community Mortgage Specialist) $243,761 $0 $16,131
Karen Smith (Vp Lending) $211,971 $0 $26,987
Paris Chevalier (Svp/Chief Experience Officer (Until 7/23/21)) $188,131 $0 $27,158
Nathaniel Frichtel (Vp Business Technology (Unitl 6/24/22)) $180,295 $0 $37,769
Charles Williams (Svp/Chief Risk Officer) $175,179 $0 $21,019
Margarita Guerra (Svp/Cfo/Secretary) $174,382 $0 $21,831
Johanna Crain (Vp Retail Network (Until 3/1/22)) $173,453 $0 $13,521
Amber Fielder (Svp/Chief Marketing Officer) $165,209 $0 $28,171
Joshua Lawrence (Chair) $0 $0 $0
Matt Adams (Vice Chair) $0 $0 $0
Tony Cherin Deceased (Director (Until 1/1/21)) $0 $0 $0
Scot Einsendrath (Director (Until 6/8/21)) $0 $0 $0
David Ely (Director) $0 $0 $0
Steve St Marie (Director (Until 1/28/21)) $0 $0 $0
Yvonne Marsh (Director) $0 $0 $0
Les Overman (Director) $0 $0 $0
Harry Le Grande (Director) $0 $0 $0
Steven Lei (Director) $0 $0 $0
Beverly Randez (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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,288,386
Expenses
$39,368,354
Net Income
$1,920,032
Net Assets
$105,664,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,745,482
89.0%
Investment Income $2,948,358
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $237,528
0.6%
Net Fundraising $0
Sales of Assets $1,357,018
3.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,578,456
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $12,921,914
32.8%
Assets/Debt
Total Assets $1,176,783,982
Total Liabilities $1,071,119,565
Net Assets $105,664,417
Compensation
Key Employees and Officers Compensation Related Other
James Harris (President/Ceo) $615,516 $0 $110,981
Todd Tharp (Svp/Cfo/Secretary) $330,203 $0 $73,858
Shelley Duckart (Sr Community Mortgage Specialist) $324,692 $0 $21,996
Laura Young (Svp/Chief Human Resources) $318,562 $0 $52,526
Matthew Lyons (Svp/Chief Lending Officer) $315,931 $0 $60,031
Stephen Ewers (Svp/Chief Information Officer) $297,072 $0 $34,717
Paris Chevalier (Svp/Chief Experience Officer) $286,353 $0 $67,465
Kathleen Dallas Orr (Sr Community Mortgage Specialist) $264,361 $0 $20,820
Karen Smith (Vp Lending) $211,000 $0 $25,743
Charles Williams (Vp Enterprise Risk Mgmt & Compliance) $181,422 $0 $18,531
Nathaniel Frichtel (Vp Business Technology) $175,253 $0 $36,695
Beverly Randez (Chair) $0 $0 $0
Joshua Lawrence (Vice Chair) $0 $0 $0
Matt Adams (Director) $0 $0 $0
Tony Cherin (Director) $0 $0 $0
Scot Einsendrath (Director) $0 $0 $0
David Ely (Director) $0 $0 $0
Steve St Marie (Director) $0 $0 $0
Yvonne L Marsh (Director) $0 $0 $0
Les Overman (Director) $0 $0 $0
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990
Filed on Oct. 18, 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
$47,431,083
Expenses
$39,758,547
Net Income
$7,672,536
Net Assets
$102,461,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,356,116
85.1%
Investment Income $4,185,777
8.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $183,393
0.4%
Net Fundraising $0
Sales of Assets $2,705,797
5.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,229,362
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $12,422,018
31.2%
Assets/Debt
Total Assets $1,023,696,051
Total Liabilities $921,234,785
Net Assets $102,461,266
Compensation
Key Employees and Officers Compensation Related Other
James Harris (President/Ceo) $564,793 $0 $31,700
Laura Young (Svp/Chief Human Resources) $342,318 $0 $16,016
Todd Tharp (Svp/Cfo/Secretary) $318,352 $0 $18,048
Stephen Ewers (Svp/Chief Information Officer) $308,152 $0 $37,209
Mathew Lyons (Svp/Chief Lending Officer) $291,271 $0 $28,826
Paris Chevalier (Svp/Chief Experience Officer) $232,281 $0 $31,255
Karen Smith (Vp Lending) $200,904 $0 $23,679
Kathleen Dallas Orr (Sr Community Mortgage Specialist) $194,317 $0 $17,412
Shelley Duckart (Sr Community Mortgage Specialist) $186,080 $0 $16,349
Nathaniel Frichtel (Vp Business Technology) $175,318 $0 $35,073
Johanna Crain (Vp Retail Network) $160,290 $0 $8,553
Les Overman (Chair (Jan May)/Director) $0 $0 $0
Beverly Randez (Vice Chair (Jan May)/Chair (May Dec)) $0 $0 $0
Joshua Lawrence (Vice Chair (As Of May 2019)) $0 $0 $0
Matt Adams (Director) $0 $0 $0
Tony Cherin (Director) $0 $0 $0
Scot Einsendrath (Director) $0 $0 $0
David Ely (Director) $0 $0 $0
Yvonne L Marsh (Director) $0 $0 $0
Steve St Marie (Director) $0 $0 $0
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990
Filed on Nov. 13, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,943,870
Expenses
$37,280,381
Net Income
$5,663,489
Net Assets
$93,664,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,496,463
89.6%
Investment Income $3,967,517
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $221,824
0.5%
Net Fundraising $0
Sales of Assets $258,066
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,776,976
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $11,586,686
31.1%
Assets/Debt
Total Assets $974,347,002
Total Liabilities $880,682,560
Net Assets $93,664,442
Compensation
Key Employees and Officers Compensation Related Other
James Harris (President/Ceo) $479,999 $0 $30,070
Todd Tharp (Svp/Cfo/Secretary) $313,208 $0 $13,688
Stephen Ewers (Svp/Chief Information Officer) $291,181 $0 $37,291
Laura Young (Svp/Chief Human Resources Officer) $286,126 $0 $16,940
Mathew Lyons (Svp/Chief Lending Officer) $267,799 $0 $29,923
Karen Smith (Vp Lending) $189,804 $0 $23,093
Nathaniel Frichtel (Vp Business Technology) $162,447 $0 $31,729
Donald Coleman (Vp Real Estate) $156,202 $0 $17,527
Karen Stigler (Vp Innovation & Optimization) $147,570 $0 $6,236
Kathleen Dallas Orr (Sr Community Mortgage Specialist) $138,931 $0 $16,290
Les Overman (Chair) $0 $0 $0
Beverly Randez (Vice Chair) $0 $0 $0
Matt Adams (Director) $0 $0 $0
Tony Cherin (Director) $0 $0 $0
Scot Einsendrath (Director) $0 $0 $0
David Ely (Director) $0 $0 $0
Joshua Lawrence (Director) $0 $0 $0
Yvonne L Marsh (Director) $0 $0 $0
Steve St Marie (Director) $0 $0 $0
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990
Filed on Nov. 11, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,958,541
Expenses
$33,319,803
Net Income
$5,638,738
Net Assets
$89,449,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,260,963
85.4%
Investment Income $4,241,477
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $185,446
0.5%
Net Fundraising $0
Sales of Assets $1,270,655
3.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,700,881
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $10,257,628
30.8%
Assets/Debt
Total Assets $932,910,812
Total Liabilities $843,461,219
Net Assets $89,449,593
Compensation
Key Employees and Officers Compensation Related Other
James Harris (President/Ceo) $474,457 $0 $32,302
Stephen Ewers (Cio) $281,879 $0 $38,348
Todd Tharp (Svp/Cfo/Treasurer) $272,936 $0 $6,646
Laura Young (Svp/Hr & Organizational Development) $263,399 $0 $16,246
Billie Jo Cardenas (Vp Retail Delivery & Marketing) $192,253 $0 $23,088
Karen Smith (Vp Lending) $179,609 $0 $22,347
Nathaniel Frichtel (Vp Business Technology) $164,000 $0 $21,950
Donald Coleman (Vp Real Estate) $163,438 $0 $18,525
Karen Stigler (Vp Innovation & Optimization) $141,851 $0 $7,055
Les Overman (Chair) $0 $0 $0
Beverly Randez (Vice Chair) $0 $0 $0
Matt Adams (Director) $0 $0 $0
Joshua Lawrence (Director) $0 $0 $0
Tony Cherin (Director) $0 $0 $0
Scot Einsendrath (Director) $0 $0 $0
David Ely (Director) $0 $0 $0
Yvonne L Marsh (Director) $0 $0 $0
Steve St Marie (Director) $0 $0 $0
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990
Filed on Nov. 14, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,316,881
Expenses
$31,458,039
Net Income
$4,858,842
Net Assets
$84,380,927
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,961,284
85.3%
Investment Income $3,978,699
11.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $77,843
0.2%
Net Fundraising $0
Sales of Assets $1,299,055
3.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,611,490
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,759,769
31.0%
Assets/Debt
Total Assets $883,404,811
Total Liabilities $799,023,884
Net Assets $84,380,927
Compensation
Key Employees and Officers Compensation Related Other
James Harris (President/Ceo) $454,213 $0 $15,332
Gary Ahlgren (Evp/Organizational Improvement) $320,167 $0 $17,010
Kenneth Kramer (Svp/Cfo/Treasurer) $265,552 $0 $15,233
Stephen Ewers (Cio) $261,232 $0 $13,342
Laura Young (Svp/Hr & Organizational Development) $237,543 $0 $11,146
Nicole Harper (Vp Marketing) $192,202 $0 $6,727
Karen Smith (Vp Lending) $178,097 $0 $22,028
Billie Jo Cardenas (Vp Retail Delivery) $166,085 $0 $17,717
Richard Matthews (Avp Software Engineering) $159,856 $0 $8,314
Nathaniel Frichtel (Vp Business Technology) $152,071 $0 $21,005
Joshua Lawrence (Chair) $0 $0 $0
Les Overman (Vice Chair) $0 $0 $0
Matt Adams (Director) $0 $0 $0
John Richard Chantengco (Director (Retired May 2016)) $0 $0 $0
Tony Cherin (Director) $0 $0 $0
Scot Einsendrath (Director) $0 $0 $0
David Ely (Director) $0 $0 $0
Yvonne L Marsh (Director) $0 $0 $0
Beverly Randez (Director) $0 $0 $0
Steve St Marie (Director) $0 $0 $0
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990
Filed on Nov. 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,465,714
Expenses
$30,478,211
Net Income
$3,987,503
Net Assets
$80,052,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,486,935
82.7%
Investment Income $4,274,517
12.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $80,080
0.2%
Net Fundraising $0
Sales of Assets $1,624,182
4.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,672,540
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $9,780,445
32.1%
Assets/Debt
Total Assets $832,475,061
Total Liabilities $752,422,098
Net Assets $80,052,963
Compensation
Key Employees and Officers Compensation Related Other
James Harris (President/Ceo) $444,033 $0 $31,580
Gary Ahlgren (Evp/Organizational Improvement) $285,780 $0 $31,176
Kenneth Kramer (Svp/Cfo/Treasurer) $285,043 $0 $37,752
Stephen Ewers (Cio) $271,660 $0 $35,945
Laura Young (Svp/Hr & Organizational Development) $228,421 $0 $20,179
Karen Smith (Vp Lending) $178,828 $0 $21,467
Nicole Anderson (Vp Marketing) $178,044 $0 $6,551
Billie Jo Cardenas (Vp Retail Delivery) $176,601 $0 $15,575
Nathaniel Frichtel (Vp Business Technology) $169,756 $0 $21,451
Richard Matthews (Avp Software Engineering) $151,853 $0 $17,027
Joshua Lawrence (Chair) $0 $0 $0
Les Overman (Vice Chair) $0 $0 $0
Matt Adams (Director) $0 $0 $0
John Richard Chantengco (Director) $0 $0 $0
Tony Cherin (Director) $0 $0 $0
Scot Einsendrath (Director) $0 $0 $0
David Ely (Director) $0 $0 $0
Yvonne L Marsh (Director) $0 $0 $0
Beverly Randez (Director) $0 $0 $0
Arun Sen (Director) $0 $0 $0
Steve St Marie (Director) $0 $0 $0
John Stevenson (Director (Retired May 2015)) $0 $0 $0
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990
Filed on Sept. 2, 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
$35,514,261
Expenses
$27,668,645
Net Income
$7,845,616
Net Assets
$77,336,296
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,746,760
80.9%
Investment Income $4,583,207
12.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $132,669
0.4%
Net Fundraising $0
Sales of Assets $2,051,625
5.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,392,283
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $9,105,169
32.9%
Assets/Debt
Total Assets $794,331,432
Total Liabilities $716,995,136
Net Assets $77,336,296
Compensation
Key Employees and Officers Compensation Related Other
James Harris (President/Ceo) $424,527 $0 $28,781
Gary Ahlgren (Evp/Organizational Improvement) $324,110 $0 $31,103
Kenneth Kramer (Svp/Cfo/Treasurer) $274,431 $0 $35,008
Stephen Ewers (Cio) $240,049 $0 $33,415
Nicole Anderson (Vp Marketing) $165,603 $0 $6,568
Karen Smith (Vp Lending) $165,496 $0 $18,700
Nathaniel Frichtel (Vp Business Technology) $146,156 $0 $18,404
Laura Young (Svp Human Resources/Organization Development) $133,165 $0 $6,380
Donald Coleman (Vp Real Estate Experience) $132,515 $0 $14,599
Matt Adams (Chair) $0 $0 $0
Joshua Lawrence (Vice Chair) $0 $0 $0
John Richard Chantengco (Director) $0 $0 $0
Tony Cherin (Director) $0 $0 $0
David Ely (Director) $0 $0 $0
Les Overman (Director) $0 $0 $0
Yvonne L Marsh (Director) $0 $0 $0
Arun Sen (Director) $0 $0 $0
Steve St Marie (Director) $0 $0 $0
John Stevenson (Director) $0 $0 $0
Lori Trofemuk (Director (Retired July 2014)) $0 $0 $0
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990
Filed on Aug. 17, 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
$34,547,936
Expenses
$26,559,805
Net Income
$7,988,131
Net Assets
$65,988,701
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,395,018
82.2%
Investment Income $3,947,566
11.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $508,983
1.5%
Net Fundraising $0
Sales of Assets $1,696,369
4.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,315,176
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $8,409,873
31.7%
Assets/Debt
Total Assets $759,551,808
Total Liabilities $693,563,107
Net Assets $65,988,701
Compensation
Key Employees and Officers Compensation Related Other
James Harris (President/Ceo) $431,621 $0 $28,306
Gary Ahlgren (Evp/Organizational Improvement) $322,629 $0 $29,938
Kenneth Kramer (Svp/Chief Financial Officer) $268,949 $0 $34,856
Stephen Ewers (Cio) $180,827 $0 $18,050
Nicole Anderson (Vp Marketing) $164,043 $0 $7,298
Shelly Duckart (Senior Mortgage Specialist) $157,977 $0 $11,714
Karen Smith (Vp Lending) $156,770 $0 $17,086
Kathleen Dallas Orr (Senior Mortgage Specialist) $155,863 $0 $13,223
Adele Sandberg (Vp Controller) $144,632 $0 $22,353
Matt Adams (Chair) $0 $0 $0
Lori Trofemuk (Vice Chair) $0 $0 $0
John Richard Chantengco (Director) $0 $0 $0
Tony Cherin (Director) $0 $0 $0
David Ely (Director) $0 $0 $0
Joshua Lawrence (Director) $0 $0 $0
Yvonne L Marsh (Director) $0 $0 $0
Arun Sen (Director) $0 $0 $0
Steve St Marie (Director) $0 $0 $0
John Stevenson (Director) $0 $0 $0
Iola Harris Baker (Director (Retired 7/15/13)) $0 $0 $0
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Document Links

990
Filed on Nov. 7, 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
$35,506,434
Expenses
$28,241,176
Net Income
$7,265,258
Net Assets
$64,117,302
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,256,317
79.6%
Investment Income $4,199,272
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $449,338
1.3%
Net Fundraising $0
Sales of Assets $2,601,507
7.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,316,752
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $7,968,114
28.2%
Assets/Debt
Total Assets $751,168,013
Total Liabilities $687,050,711
Net Assets $64,117,302

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
$38,540,982
Expenses
$30,479,442
Net Income
$8,061,540
Net Assets
$56,508,430
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,985,298
80.4%
Investment Income $4,710,011
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $103,090
0.3%
Net Fundraising $0
Sales of Assets $2,742,583
7.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,110,850
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $8,452,162
27.7%
Assets/Debt
Total Assets $729,878,186
Total Liabilities $673,369,756
Net Assets $56,508,430

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