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Credit Unions In The State Of California

Orange Countys Credit Union
  • Santa Ana, CA
  • EIN: 95-1797779

Organization summary

Type of Nonprofit

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

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
$119M (2023)

Expenses
$104M (2023)

Total Assets
$2.58B (2023)

Total Liabilities
$2.4B (2023)

Source: Form 990 tax filings from 2013 to 2023

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$118,830,990
Expenses
$104,417,804
Net Income
$14,413,186
Net Assets
$183,345,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $103,172,003
86.8%
Investment Income $15,378,987
12.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $280,000
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,530,618
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $28,700,628
27.5%
Assets/Debt
Total Assets $2,582,252,457
Total Liabilities $2,398,906,518
Net Assets $183,345,939
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathy Jumper (President/Ceo) $476,259 $0 $8,210
Lucy Ito (Former Interim President/Ceo) $414,710 $0 $13,005
Jonathan Nebot (Cfo) $382,477 $0 $124,125
Warren Jeffrey Harper (Chief Loan Officer) $339,457 $0 $81,694
Angela Moran (Cio) $337,917 $0 $172,455
Fabiana Burket (Chief Risk Officer) $328,538 $0 $23,764
Amber Cisneros (Chief Member Experience Officer) $326,138 $0 $123,226
Shaun Soukenik (Investment Services Financial Consultant) $325,868 $0 $40,423
Barb Krol (Chief Associate Experience Officer) $307,377 $0 $29,537
Sebastien Carpentier (Vp Enterprise Infrastructure & Information) $307,095 $0 $43,141
Carlos Miramontez (Svp Mortgage Lending) $302,235 $0 $74,374
Donald Carazo (Svp Member Service) $284,179 $0 $74,239
Arthur Armas (Svp Business Services) $275,872 $0 $30,832
Ray Lam (Vp Enterprise Tech Services) $258,232 $0 $9,843
Robert Kirkland (Investment Services Financial Consultant) $250,348 $0 $28,567
Tony Morris (Vp Marketing) $248,970 $0 $58,066
Michelle Aguirre (Director) $0 $0 $0
Vikki Beatley (Vice Chair) $0 $0 $0
Gary Burton (Chair) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Marwan Khalifa (Director) $0 $0 $0
Maureen Li (Director) $0 $0 $0
Coleen Monteleone (Secretary) $0 $0 $0
Andy Oftelie (Director) $0 $0 $0
Brenda Shott (Treasurer) $0 $0 $0
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990
Filed on Nov. 5, 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
$94,251,015
Expenses
$74,616,463
Net Income
$19,634,552
Net Assets
$167,676,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $82,102,930
87.1%
Investment Income $9,635,665
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,512,420
2.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,126,120
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $26,541,041
35.6%
Assets/Debt
Total Assets $2,496,034,278
Total Liabilities $2,328,357,739
Net Assets $167,676,539
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (Former President/Ceo) $772,176 $0 $27,438
Jonathan Nebot (Cfo) $339,975 $0 $100,164
Warren Jeffrey Harper (Clo) $330,361 $0 $53,711
Angela Moran (Cio) $316,836 $0 $169,904
Amber Cisneros (Chief Member Experience Officer) $313,380 $0 $95,351
Shaun Soukenik (Investment Services Financial Consultant) $290,121 $0 $33,704
Fabiana Burket (Cro) $284,409 $0 $29,404
Carlos Miramontez (Svp Mortgage Lending) $283,003 $0 $59,518
Donald Carazo (Svp Member Service) $258,921 $0 $54,175
Arthur Armas (Svp Business Services) $254,210 $0 $43,761
Catherine Barajas (Mortgage Sales Manager) $252,651 $0 $21,276
Lucy Ito (Interim President/Ceo) $249,331 $0 $375
Tony Morris (Vp Marketing) $243,968 $0 $35,875
Benjamin Newman (Commercial Loan Consultant) $242,713 $0 $20,863
Robert Kirkland (Investment Services Financial Consultant) $229,646 $0 $26,380
Ray Lam (Vp Enterprise Tech Services) $217,273 $0 $21,678
Bernice Gonzalez (Vp Human Resoures) $203,688 $0 $20,833
Vikki Beatley (Vice Chair) $0 $0 $0
Gary Burton (Chair) $0 $0 $0
Mike Jensen (Treasurer) $0 $0 $0
Marwan Khalifa (Director) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Maureen Li (Director) $0 $0 $0
Coleen Monteleone (Secretary) $0 $0 $0
Andy Oftelie (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
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,020,554
Expenses
$66,942,145
Net Income
$13,078,409
Net Assets
$198,777,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,905,248
86.1%
Investment Income $4,719,607
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,395,699
8.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,863,841
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $25,244,006
37.7%
Assets/Debt
Total Assets $2,364,652,303
Total Liabilities $2,165,874,470
Net Assets $198,777,833
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (President/Ceo) $690,429 $0 $26,000
Catherine Barajas (Mortgage Sales Manager) $436,877 $0 $24,788
Jonathan Nebot (Cfo) $305,420 $0 $52,461
Angela Moran (Cio) $295,777 $0 $41,463
Warren Jeffrey Harper (Clo) $287,748 $0 $49,430
Amber Cisneros (Chief Member Experience Officer) $269,652 $0 $44,759
Robert Kirkland (Investment Services Financial Consultant) $250,976 $0 $26,798
Carlos Miramontez (Vp Mortgage Lending) $246,216 $0 $53,343
Shaun Soukenik (Investment Services Financial Consultant) $245,270 $0 $30,318
Rebecca Bower (Caeo) $240,629 $0 $34,612
Donald Carazo (Vp Member Service) $236,912 $0 $40,736
Arthur Armas (Vp Business Services) $221,055 $0 $41,863
Tony Morris (Mortgage Loan Consultant) $219,959 $0 $3,336
Benjamin Newman (Commercial Loan Consultant) $214,755 $0 $19,155
Gerardo Baez (Mortgage Loan Consultant) $209,450 $0 $32,763
Adam Ennet (Vp Consumer Lending) $201,838 $0 $16,865
Gary Burton (Chair) $0 $0 $0
Vikki Beatley (Vice Chair) $0 $0 $0
Chris Case (Treasurer) $0 $0 $0
Coleen Monteleone (Secretary) $0 $0 $0
Mike Jensen (Director) $0 $0 $0
Frank Kim (Director) $0 $0 $0
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990
Filed on Nov. 14, 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
$81,608,158
Expenses
$72,931,238
Net Income
$8,676,920
Net Assets
$192,707,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,058,657
95.7%
Investment Income $3,545,301
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,200
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000,349
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $24,462,107
33.5%
Assets/Debt
Total Assets $2,156,208,156
Total Liabilities $1,963,500,178
Net Assets $192,707,978
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (President/Ceo) $734,026 $0 $22,800
Catherine Barajas (Mortgage Sales Manager) $500,549 $0 $28,088
Laura Thompson (Cio) $332,282 $0 $30,838
Jonathan Nebot (Cfo) $327,193 $0 $51,650
Warren Jeffrey Harper (Clo) $297,273 $0 $55,925
Amber Cisneros (Chief Member Experience Officer) $272,828 $0 $48,905
Valentina Gershunoff (Mortgage Loan Consultant) $255,430 $0 $31,005
Gerardo Baez (Mortgage Loan Consultant) $254,732 $0 $24,017
Carlos Miramontez (Vp Mortgage Lending) $254,087 $0 $50,189
Donald Carazo (Vp Member Service) $244,450 $0 $40,545
Nancy Marcosa (Mortgage Loan Consultant) $230,910 $0 $28,311
Arthur Armas (Vp Business Services) $226,424 $0 $39,762
Norman Garcia (Mortgage Loan Consultant) $226,157 $0 $23,827
Rebecca Bower (Caeo) $222,102 $0 $29,698
Shaun Soukenik (Investment Services Financial Consultant) $208,264 $0 $26,228
Susan Huss (Vp Consumer Lending) $163,425 $0 $22,483
Gary Burton (Chair) $0 $0 $0
Vikki Beatley (Vice Chair) $0 $0 $0
Chris Case (Treasurer) $0 $0 $0
Coleen Monteleone (Secretary) $0 $0 $0
Dan Dillon (Director (Retired June 10, 2020)) $0 $0 $0
Mike Jensen (Director) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Maureen Li (Director (As Of October 2020)) $0 $0 $0
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990
Filed on Oct. 27, 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
$81,326,431
Expenses
$72,049,889
Net Income
$9,276,542
Net Assets
$181,536,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,748,814
90.7%
Investment Income $7,545,786
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,600
0.0%
Net Fundraising $0
Sales of Assets $19,231
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,441,969
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $20,431,959
28.4%
Assets/Debt
Total Assets $1,758,822,108
Total Liabilities $1,577,285,851
Net Assets $181,536,257
Compensation
Key Employees and Officers Compensation Related Other
Robert Gregory Krause (Cfo) $1,091,566 $0 $29,116
Lynda Lee Savoit (Coo) $763,636 $0 $28,850
Shruti Miyashiro (President/Ceo) $640,584 $0 $39,847
Catherine Barajas (Mortgage Sales Manager) $333,834 $0 $24,938
Warren Jeffrey Harper (Clo) $261,623 $0 $96,127
Laura Thompson (Cio) $259,318 $0 $141,181
Robert Kirkland (Investment Services Financial Consultant) $251,706 $0 $29,684
Amber Cisneros (Chief Member Experience Officer) $236,946 $0 $44,950
Carlos Miramontez (Vp Mortgage Lending) $225,621 $0 $44,434
Jonathan Nebot (Cfo) $209,468 $0 $29,840
Donald Carazo (Vp Member Service) $206,676 $0 $44,849
Dahl Ann Robinson (Vp Organizational Development) $205,069 $0 $26,576
Art Armas (Vp Business Services) $201,097 $0 $36,366
Susan Huss (Vp Consumer Lending) $189,539 $0 $25,100
Gerardo Baez (Mortgage Loan Consultant) $188,581 $0 $25,789
Shaun Soukenik (Investment Services Financial Consultant) $187,373 $0 $24,223
Sam Barton (Avp Technology) $175,026 $0 $13,979
Ryan Huff (Avp Digital Tech & Software Engineer) $172,491 $0 $13,799
Gary Burton (Chair) $0 $0 $0
Vikki Beatley (Vice Chair) $0 $0 $0
Chris Chase (Treasurer) $0 $0 $0
Coleen Monteleone (Secretary) $0 $0 $0
Dan Dillon (Director) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Mike Jensen (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
$78,535,988
Expenses
$60,759,809
Net Income
$17,776,179
Net Assets
$169,217,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,985,704
87.8%
Investment Income $7,180,585
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,600
0.0%
Net Fundraising $0
Sales of Assets $2,357,099
3.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,247,108
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $19,350,408
31.8%
Assets/Debt
Total Assets $1,618,759,275
Total Liabilities $1,449,541,854
Net Assets $169,217,421
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (President/Ceo) $664,294 $0 $67,772
Monica Chandra (Financial Consultant) $398,133 $0 $34,417
Robert Gregory Krause (Cfo) $263,612 $0 $126,434
Lynda Lee Savoit (Coo) $257,975 $0 $117,153
Catherine Barajas (Mortgage Sales Manager) $236,037 $0 $21,687
Warren Jeffrey Harper (Clo) $233,299 $0 $143,643
Laura Thompson (Cio) $216,763 $0 $56,854
Carlos Miramontez (Vp Mortgage Lending) $206,524 $0 $39,492
Danny Zelaya (Avp Investment & Insurance Services) $196,173 $0 $36,903
Steven Ritchie (Vp Erm) $195,283 $0 $15,571
Dahl Ann Robinson (Vp Organizational Development) $193,511 $0 $24,142
Art Armas (Vp Business Services) $181,784 $0 $34,469
Susan Huss (Vp Consumer Lending) $175,850 $0 $28,513
Shaun Soukenik (Investment Services Financial Consultant) $168,285 $0 $20,243
Ryan Huff (Avp Digital Tech & Software Engineer) $165,647 $0 $13,229
Gary Burton (Director (Jan May)/Chair (Jun Dec)) $0 $0 $0
Vikki Beatley (Chair (Jan May)/Vice Chair (June Dec)) $0 $0 $0
Coleen Monteleone (Treasurer (6/27/18 12/31/18)) $0 $0 $0
Chris Chase (Treasurer) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Mike Jensen (Director) $0 $0 $0
Dan Dillon (Secretary) $0 $0 $0
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990
Filed on Nov. 15, 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
$66,861,943
Expenses
$54,313,271
Net Income
$12,548,672
Net Assets
$151,871,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,408,654
90.3%
Investment Income $6,514,806
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,600
0.0%
Net Fundraising $0
Sales of Assets -$74,117
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,060,056
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $18,370,441
33.8%
Assets/Debt
Total Assets $1,562,235,515
Total Liabilities $1,410,363,613
Net Assets $151,871,902
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (President/Ceo) $581,168 $0 $513,939
Monica Chandra (Financial Consultant) $472,836 $0 $39,764
Catherine Barajas (Mortgage Sales Manager) $297,764 $0 $26,734
Robert Gregory Krause (Vp/Senior Cfo) $261,744 $0 $133,439
Lynda Lee Savoit (Vp/Senior Coo) $254,373 $0 $119,533
Warren Jeffrey Harper (Vp Lending Services) $220,911 $0 $77,517
Laura Thompson (Senior Vp/Cio) $208,077 $0 $56,575
Carlos Miramontez (Vp Mortgage Lending) $193,544 $0 $37,074
Dahl Ann Robinson (Vp Organizational Development) $191,683 $0 $23,113
Steven Ritchie (Vp Erm) $189,405 $0 $15,090
Susan Huss (Vp Consumer Lending) $175,553 $0 $31,996
Art Armas (Vp Business Services) $167,702 $0 $32,872
Ryan Huff (Avp Digital Tech & Software Engineer) $160,900 $0 $12,847
Vikki Beatley (Chair) $0 $0 $0
Walt Krause (Vice Chair) $0 $0 $0
Dan Dillon (Secretary) $0 $0 $0
Chris Chase (Treasurer) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Mike Jensen (Director) $0 $0 $0
Gary Burton (Director) $0 $0 $0
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990
Filed on Nov. 15, 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
$64,954,844
Expenses
$50,046,673
Net Income
$14,908,171
Net Assets
$140,094,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,922,538
87.6%
Investment Income $6,805,453
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $13,200
0.0%
Net Fundraising $0
Sales of Assets -$59,033
Net Inventory Sales $0
Other Revenue $1,272,686
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,767,707
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $18,314,057
36.6%
Assets/Debt
Total Assets $1,440,763,945
Total Liabilities $1,300,669,190
Net Assets $140,094,755
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (President/Ceo) $550,392 $0 $454,804
Monica Chandra (Financial Consultant) $482,268 $0 $24,176
Catherine Barajas (Mortgage Sales Manager) $396,205 $0 $26,284
Robert Gregory Krause (Vp/Senior Cfo) $243,872 $0 $138,797
Lynda Lee Savoit (Vp/Senior Coo) $212,870 $0 $121,764
Claudia Sandoval (Mortgage Loan Consultant) $207,781 $0 $22,241
Gerardo Baez (Mortgage Loan Consultant) $198,450 $0 $24,724
Valentina Gershunoff (Mortgage Loan Consultant) $195,189 $0 $26,383
Warren Jeffrey Harper (Vp Lending Services) $194,607 $0 $34,340
Laura Thompson (Senior Vp/Cio) $190,885 $0 $56,101
Dahl Ann Robinson (Vp Organizational Development) $176,065 $0 $20,485
Steven Ritchie (Vp Erm) $171,529 $0 $13,667
Susan Huss (Vp Consumer Lending) $162,217 $0 $19,375
Vikki Beatley (Chair) $0 $0 $0
Walt Krause (Vice Chair) $0 $0 $0
Dan Dillon (Secretary) $0 $0 $0
Chris Chase (Treasurer) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Mike Jensen (Director) $0 $0 $0
Gary Burton (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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,583,170
Expenses
$44,855,922
Net Income
$11,727,248
Net Assets
$125,801,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,279,357
83.6%
Investment Income $6,199,676
11.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $9,000
0.0%
Net Fundraising $0
Sales of Assets $3,095,137
5.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,433,949
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $15,595,964
34.8%
Assets/Debt
Total Assets $1,312,706,263
Total Liabilities $1,186,905,183
Net Assets $125,801,080
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (President/Ceo) $821,190 $0 $244,082
Monica Chandra (Financial Consultant) $422,424 $0 $22,280
Catherine Barajas (Mortgage Sales Manager) $274,539 $0 $21,791
Robert Gregory Krause (Vp/Senior Cfo) $244,526 $0 $146,636
Laura Thompson (Senior Vp/Cio) $211,367 $0 $44,346
Lynda Lee Savoit (Vp/Senior Coo) $198,506 $0 $120,885
Warren Jeffrey Harper (Vp Lending Services) $178,178 $0 $25,332
Dahl Ann Robinson (Vp Organizational Development) $172,639 $0 $20,876
Kathryn Hackney (Financial Consultant) $154,900 $0 $17,957
David Fitzgerald (Mortgage Operations Manager) $149,884 $0 $18,553
Ryan Huff (Avp Remote Delivery) $139,340 $0 $12,395
Vikki Beatley (Chair) $0 $0 $0
Walt Krause (Vice Chair) $0 $0 $0
Dan Dillon (Secretary) $0 $0 $0
Chris Chase (Treasurer) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Mike Jensen (Director) $0 $0 $0
Gary Burton (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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$54,118,412
Expenses
$43,049,561
Net Income
$11,068,851
Net Assets
$114,578,939
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,957,020
84.9%
Investment Income $6,146,614
11.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $939,234
1.7%
Net Inventory Sales $0
Other Revenue $1,075,544
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,394,092
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $14,465,530
33.6%
Assets/Debt
Total Assets $1,208,338,308
Total Liabilities $1,093,759,369
Net Assets $114,578,939
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (President/Ceo) $511,999 $0 $364,083
Monica Chandra (Financial Consultant) $395,722 $0 $21,915
Robert Gregory Krause (Vp/Senior Cfo) $238,562 $0 $145,421
Catherine Barajas (Mortgage Sales Manager) $204,413 $0 $17,289
Lynda Lee Savoit (Vp/Senior Coo) $190,835 $0 $119,298
Gary Duane Rebensdorf (Avp Investment Services) $182,623 $0 $28,003
Laura Thompson (Senior Vp/Cio) $170,391 $0 $57,011
Warren Jeffrey Harper (Vp Lending Services) $162,690 $0 $26,407
Dahl Ann Robinson (Vp Organizational Development) $161,241 $0 $22,796
Rudolfo Ramirez (Financial Consultant) $143,390 $0 $22,331
David Fitzgerald (Mortgage Operations Management) $138,160 $0 $17,593
Arthur Armas (Commercial Business Services Manager) $130,129 $0 $22,063
Vikki Beatley (Chair) $0 $0 $0
Walt Krause (Vice Chair) $0 $0 $0
Dan Dillon (Secretary) $0 $0 $0
Chris Chase (Treasurer) $0 $0 $0
Frank Kim (Director) $0 $0 $0
Mike Jensen (Director) $0 $0 $0
Gary Burton (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 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
$49,509,079
Expenses
$40,089,053
Net Income
$9,420,026
Net Assets
$98,926,194
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,719,238
86.3%
Investment Income $5,675,110
11.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,114,731
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,309,405
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $14,152,152
35.3%
Assets/Debt
Total Assets $1,096,693,827
Total Liabilities $997,767,633
Net Assets $98,926,194
Compensation
Key Employees and Officers Compensation Related Other
Shruti Miyashiro (President/Ceo) $461,829 $0 $320,818
Monica Chandra (Financial Consultant) $394,290 $0 $20,805
Robert Gregory Krause (Vp/Senior Cfo) $233,526 $0 $162,987
Catherine Barajas (Mortgage Sales Manager) $227,794 $0 $19,410
Gary Duane Rebensdorf (Vp Investment Services) $199,898 $0 $29,160
Lynda Lee Savoit (Vp/Senior Coo) $184,017 $0 $132,680
Laura Thompson (Senior Vp/Cio) $173,526 $0 $61,288
Warren Jeffrey Harper (Vp Lending Services) $156,659 $0 $25,542
Dahl Ann Robinson (Vp Organizational Development) $154,807 $0 $22,102
David Fitzgerald (Mortgage Operations Manager) $140,600 $0 $11,572
Valentina Gershunoff (Mortgage Consultant) $140,028 $0 $17,454
Kathryn Hackney (Financial Consultant) $130,811 $0 $18,390
Dan Dillon (Chair) $0 $0 $0
Walt Krause (Vice Chair) $0 $0 $0
Vikki Beatley (Treasurer) $0 $0 $0
Frank Kim (Secretary) $0 $0 $0
Chris Chase (Director) $0 $0 $0
Mike Jensen (Director) $0 $0 $0
Gary Burton (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 17, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

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.
2011

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.
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

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 »

See an issue with the data?

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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