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Credit Union Of Southern California

  • Anaheim, CA
  • Tax-exempt since Sept. 1961
  • EIN: 95-1818041

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. 2022 tax filing, this nonprofit:

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.
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
$120M (2022)

Expenses
$94.3M (2022)

Total Assets
$2.58B (2022)

Total Liabilities
$2.48B (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
$120,210,205
Expenses
$94,299,060
Net Income
$25,911,145
Net Assets
$105,010,911
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $100,530,016
83.6%
Investment Income $19,266,678
16.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $259,597
0.2%
Net Inventory Sales $0
Other Revenue $153,914
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $9,016,617
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $22,825,834
24.2%
Assets/Debt
Total Assets $2,582,085,802
Total Liabilities $2,477,074,891
Net Assets $105,010,911
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dave Gunderson (President/Ceo) $3,186,545 $0 $50,845
Kevin Pendergraft (Advisory) $505,772 $0 $11,600
Suzanne Kisslan (Coo) $496,450 $0 $28,098
Orlando Cepeida (Commercial Loan Officer) $429,328 $0 $11,600
Alissa Guerrero (Cao) $385,707 $0 $42,295
Michael Gennawey (Producing Program Manager) $381,923 $0 $21,491
Katsu Durst (Cfo) $379,832 $0 $22,698
Michelle Hunter (Ccxo) $375,243 $0 $65,847
Peter Putnam (Svp Treasury) $350,803 $0 $31,738
Kenneth Downs (Cio) $344,184 $0 $39,464
Ryan Gallo (Producing Program Manager) $340,317 $0 $40,301
Sevan Yakinian (Svp Mbr Svs & Pymt Systems) $259,157 $0 $17,210
Katie Marie Smith (Svp Human Resources) $254,320 $0 $13,849
Aaron Young (Svp Branch Operations) $250,120 $0 $23,786
Paul Jariabek (Vp Engineering & Ciso) $239,098 $0 $27,197
Patricia Holcomb (Vp Information Technology) $227,894 $0 $19,085
Michael Cruz (Svp Risk Management) $221,622 $0 $9,401
Daren Linhares (Svp Lending) $200,642 $0 $17,417
Eric Day (Svp Board Advocacy & Strategic Initiative) $160,980 $0 $6,465
Chris Stone (Director) $4,460 $0 $0
Paul Moore (Director) $4,088 $0 $0
John Rosenberger (Secretary) $2,622 $0 $0
Chris George (Vice Chairperson) $1,848 $0 $0
Greg Kelley (Supv Cmte Member) $1,821 $0 $0
Elizabeth Camp (Treasurer) $1,662 $0 $0
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990
Filed on Nov. 2, 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
$90,560,812
Expenses
$68,173,898
Net Income
$22,386,914
Net Assets
$212,749,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,152,302
85.2%
Investment Income $10,983,217
12.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,792,570
2.0%
Net Inventory Sales $0
Other Revenue $632,723
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,778,570
11.4%
Professional Fundraising Fees $0
Other Salaries and Wages $22,174,378
32.5%
Assets/Debt
Total Assets $2,246,765,154
Total Liabilities $2,034,015,492
Net Assets $212,749,662
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kevin Pendergraft (Advisory) $2,282,411 $0 $571,758
Dave Gunderson (President/Ceo) $1,060,420 $0 $455,808
Suzanne Kisslan (Coo) $442,218 $0 $29,355
Peter Putnam (Svp Treasury) $378,949 $0 $35,855
Orlando Cepeida (Commercial Loan Officer) $357,030 $0 $17,757
Michael Gennawey (Producing Program Manager) $340,367 $0 $25,889
Katsu Durst (Cfo) $330,172 $0 $25,599
Alissa Guerrero (Cao) $320,967 $0 $58,258
Michelle Hunter (Ccxo) $310,868 $0 $64,248
Ryan Gallo (Producing Program Manager) $300,099 $0 $52,255
Kenneth Downs (Cio) $280,634 $0 $41,388
Aaron Young (Svp Branch Operations) $236,907 $0 $25,469
Ramon Davalos Former (Svp Risk Management) $232,525 $0 $4,171
Patty Dickason Former (Avp Human Resources) $232,300 $0 $9,231
Cory Mcdaniel (Svp Lending) $226,568 $0 $52,256
Sevan Yakinian (Svp Mbr Svs & Pymt Systems) $222,420 $0 $15,486
Katie Marie Smith (Svp Human Resources) $221,083 $0 $16,915
Chris Stone (Director) $988 $0 $0
Gil Rodriguez (Director) $904 $0 $0
Ed Paul (Supv Cmte Member) $741 $0 $0
Robyn Bjorklund (Chairperson) $0 $0 $0
Chris George (Vice Chairperson) $0 $0 $0
Elizabeth Camp (Treasurer) $0 $0 $0
John Rosenberger (Secretary) $0 $0 $0
Paul Moore (Past Chairperson) $0 $0 $0
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990
Filed on Oct. 31, 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
$94,039,451
Expenses
$75,326,832
Net Income
$18,712,619
Net Assets
$215,120,075
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,534,307
79.3%
Investment Income $12,828,963
13.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,676,181
7.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,045,201
9.4%
Professional Fundraising Fees $0
Other Salaries and Wages $21,466,410
28.5%
Assets/Debt
Total Assets $2,020,459,917
Total Liabilities $1,805,339,842
Net Assets $215,120,075
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Putnam (Svp Treasury) $1,091,462 $0 $32,958
Dave Gunderson (President/Ceo) $876,597 $0 $428,850
Kevin Pendergraft (Advisory) $491,756 $0 $279,357
Laura Poore Former (Advisory) $484,128 $0 $21,257
Suzanne Kisslan (Coo) $430,374 $0 $34,421
Fernando Lopez (Re Lending Consultant) $389,641 $0 $20,818
Benjamin Corrales Jr (Re Lending Consultant) $388,841 $0 $20,808
Elham Ghotbi Former (Svp Human Resources) $377,772 $0 $22,203
Jennifer Collaso (Re Lending Consultant) $319,059 $0 $19,698
Deborah Childs Former (Evp, Administration) $303,390 $0 $33,258
Michelle Hunter (Ccxo) $301,163 $0 $62,066
Alissa Guerrero (Cao) $276,499 $0 $44,847
Katsu Durst (Cfo) $274,099 $0 $28,015
Kenneth Downs (Cio) $253,745 $0 $39,898
Sevan Yakinian (Svp Mbr Svs & Pymt Systems) $225,647 $0 $3,213
Cory Mcdaniel (Svp Lending) $214,570 $0 $15,254
Aaron Young (Svp Branch Operations) $187,294 $0 $26,871
Katie Smith (Svp Human Resources) $156,931 $0 $3,447
Chris George (Vice Chairperson) $1,213 $0 $0
Kathy Crum Former (Director) $1,020 $0 $0
Robyn Bjorklund (Chairperson) $0 $0 $0
Elizabeth Camp (Treasurer) $0 $0 $0
John Rosenberger (Secretary) $0 $0 $0
Paul Moore (Past Chairperson) $0 $0 $0
Dona Moseley (Director) $0 $0 $0
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990
Filed on Oct. 6, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,215,255
Expenses
$67,238,766
Net Income
$18,976,489
Net Assets
$194,459,261
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,462,241
82.9%
Investment Income $10,659,164
12.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,311,260
1.5%
Net Inventory Sales $0
Other Revenue $2,782,590
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,133,169
9.1%
Professional Fundraising Fees $0
Other Salaries and Wages $19,223,255
28.6%
Assets/Debt
Total Assets $1,680,021,724
Total Liabilities $1,485,562,463
Net Assets $194,459,261
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Putnam (Cfo) $1,063,002 $0 $30,699
Dave Gunderson (President/Ceo) $964,019 $0 $408,492
Deborah Childs (Evp, Administration) $622,412 $0 $35,642
Marjorie Tester (Advisory) $545,983 $0 $95,668
Suzanne Kisslan (Coo) $442,839 $0 $28,243
Kevin Pendergraft (Advisory) $418,555 $0 $258,698
Michelle Hunter (Ccxo) $313,385 $0 $55,662
Alissa Guerrero (Svp Administration) $258,986 $0 $53,166
Alfreda L Spencer (Svp Member Support (Former)) $257,627 $0 $10,988
Kenneth Downs (Cio) $240,579 $0 $34,817
Deborah Menhadji (Branch Manager 1) $221,801 $0 $18,964
Katsu Durst (Vp Controller) $211,405 $0 $23,716
Cory Mcdaniel (Svp Lending) $197,932 $0 $13,812
Benjamin Corrales Jr (Re Lending Consultant) $197,713 $0 $21,133
Aaron Young (Svp Branch Operations) $171,082 $0 $22,115
Chris Stone (Past Chairperson) $1,911 $0 $0
Paul Moore (Chairperson) $1,837 $0 $0
Chris George (Treasurer) $1,372 $0 $0
Judy Miller (Supv Cmte Member) $729 $0 $0
Robyn Bjorklund (Vice Chairperson) $0 $0 $0
Elizabeth Camp (Secretary) $0 $0 $0
Bob Chaffino (Director) $0 $0 $0
Dona Moseley (Director) $0 $0 $0
John Rosenberger (Director) $0 $0 $0
John C Smith (Director) $0 $0 $0
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990
Filed on Oct. 23, 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
$73,332,209
Expenses
$60,359,120
Net Income
$12,973,089
Net Assets
$159,554,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,331,011
85.0%
Investment Income $10,654,619
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $346,579
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,848,501
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $17,937,956
29.7%
Assets/Debt
Total Assets $1,485,094,224
Total Liabilities $1,325,539,671
Net Assets $159,554,553
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dave Gunderson (President/Ceo) $801,363 $0 $376,443
Donn Grizzle (Vp Advocacy & Strategic In) $480,971 $0 $1,218
Peter Putnam (Cfo) $473,707 $0 $154,440
Kevin Pendergraft (Advisory) $440,944 $0 $237,450
Deborah Childs (Evp, Administration) $400,122 $0 $93,289
Suzanne Kisslan (Coo) $345,271 $0 $29,241
Norene Alexan (Accounting Manager) $321,286 $0 $51,685
Tom Orman (Former Coo) $310,921 $0 $0
Michelle Hunter (Ccxo) $260,225 $0 $40,945
Marjorie Tester (Svp Strategic Initiatives) $251,545 $0 $129,400
Irene Soles (Mso 2) $210,083 $0 $19,489
Kenneth Downs (Cio) $176,561 $0 $20,410
Alfreda Spencer (Svp Member Support) $174,137 $0 $18,934
Alissa Guerrero (Svp Administration) $173,780 $0 $36,742
Greg Kelley (Supv Cmte Member) $3,071 $0 $0
Kathy Crum (Advisory Board Member) $2,460 $0 $0
Connie Zappone (Advisory Board Member) $2,266 $0 $0
Chris Stone (Past Chairperson) $2,203 $0 $0
Ed Paul (Supv Cmte Member) $2,076 $0 $0
Dave Yamashita (Supv Cmte Chairperson) $2,022 $0 $0
John Rosenberger (Director) $2,018 $0 $0
Shannon Dwyer (Director) $1,956 $0 $0
Lee Hardeman (Director) $1,820 $0 $0
Bob Chaffino (Director) $1,668 $0 $0
John C Smith (Director) $1,519 $0 $0
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990
Filed on Oct. 5, 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
$66,609,511
Expenses
$53,927,360
Net Income
$12,682,151
Net Assets
$150,016,985
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,167,926
70.8%
Investment Income $13,453,372
20.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $770,992
1.2%
Net Inventory Sales $0
Other Revenue $5,217,221
7.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,707,290
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $16,399,994
30.4%
Assets/Debt
Total Assets $1,408,135,586
Total Liabilities $1,258,118,601
Net Assets $150,016,985
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dave Gunderson (President/Ceo) $988,559 $0 $355,175
Peter Putnam (Cfo) $581,013 $0 $404,760
Tom Orman (Coo) $440,082 $0 $39,486
Deborah Childs (Evp Administration) $439,403 $0 $223,775
Suzanne Kisslan (Svp/Clo) $324,250 $0 $14,787
Norene Alexan (Accounting Manager) $314,400 $0 $51,749
Donn Grizzle (Vp Advocacy & Strategic Initiatives) $277,394 $0 $25,711
Michelle Hunter (Svp Marketing) $264,106 $0 $41,746
Marjorie Tester (Svp Strategic Initiatives) $231,801 $0 $126,211
Deborah Menhadji (Branch Manager 1) $218,058 $0 $17,379
Laura Poore (Advisory) $214,004 $0 $47,417
David Hanighen (Cio) $207,762 $0 $13,534
Alfreda Spencer (Svp Operations Division) $202,945 $0 $21,091
Connie Zappone (Advisory Board Member) $766 $0 $0
Chris George (Secretary) $666 $0 $0
Judy Miller (Supv Cmte Member) $601 $0 $0
Dave Yamashita (Supv Cmte Vice Chairperson) $394 $0 $0
Shannon Dwyer (Director) $334 $0 $0
Ed Paul (Supv Cmte Chairperson) $262 $0 $0
Elizabeth Camp (Director) $167 $0 $0
Paul Moore (Vice Chairperson) $137 $0 $0
Chris Stone (Chairperson) $102 $0 $0
Lyle Scheppele (Director) $84 $0 $0
Robyn Bjorklund (Treasurer) $0 $0 $0
Bob Chaffino (Director) $0 $0 $0
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990
Filed on Oct. 10, 2018

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

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PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,428,228
Expenses
$47,882,239
Net Income
$13,545,989
Net Assets
$116,008,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,460,066
67.5%
Investment Income $11,236,807
18.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,321,518
5.4%
Net Inventory Sales $0
Other Revenue $5,409,837
8.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $8,184,450
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,997,980
20.9%
Assets/Debt
Total Assets $1,173,870,077
Total Liabilities $1,057,861,374
Net Assets $116,008,703
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dave Gunderson (President/Ceo) $3,286,869 $0 $335,495
Mabel Morris (Vp Special Projects) $1,011,190 $0 $735
Peter Putnam (Cfo) $823,879 $0 $92,035
Deborah Childs (Evp Administration) $469,685 $0 $98,546
Marjorie Tester (Svp Strategic Initiatives) $403,927 $0 $124,221
Tom Orman (Coo) $375,204 $0 $35,671
Anatolia Gurule (Advisory) $350,201 $0 $34,233
Norene Alexan (Accounting Manager) $315,059 $0 $46,378
David Hanighen (Cio) $282,700 $0 $13,447
Christine Coursen (Advisory) $255,273 $0 $1,802
Michelle Hunter (Svp Marketing) $255,187 $0 $40,940
Alfreda Spencer (Svp Operations Division) $205,263 $0 $18,300
Suzanne Kisslan (Svp/Clo) $150,013 $0 $1,362
Chris Stone (Chairperson) $0 $0 $0
Paul Moore (Vice Chairperson) $0 $0 $0
Chris George (Secretary) $0 $0 $0
Robyn Bjorklund (Treasurer) $0 $0 $0
Elizabeth Camp (Director) $0 $0 $0
Lyle Scheppele (Director) $0 $0 $0
Bob Chaffino (Director) $0 $0 $0
Shannon Dwyer (Director) $0 $0 $0
Connie Zappone (Advisory Board Member) $0 $0 $0
John Rosenberger (Past Chairperson) $0 $0 $0
Lee Hardeman (Advisory Board Member) $0 $0 $0
Ed Paul (Supv Cmte Chairperson) $0 $0 $0
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990
Filed on Nov. 10, 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
$45,925,118
Expenses
$37,981,543
Net Income
$7,943,575
Net Assets
$111,729,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,874,502
75.9%
Investment Income $9,721,808
21.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $87,490
0.2%
Net Inventory Sales $0
Other Revenue $1,241,318
2.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,543,492
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $10,676,524
28.1%
Assets/Debt
Total Assets $1,000,879,692
Total Liabilities $889,150,565
Net Assets $111,729,127
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Putnam (Cfo) $1,019,707 $0 $94,765
Deborah Childs (Evp Administration) $865,458 $0 $100,802
Dave Gunderson (President/Ceo) $712,956 $0 $301,742
Anatolia Gurule (Advisory) $350,462 $0 $41,315
Norene Alexan (Accounting Manager) $315,788 $0 $55,409
Tom Orman (Svp Lending) $262,878 $0 $25,260
Laura Poore (Advisory) $215,885 $0 $49,241
Marjorie Tester (Svp Strategic Initiatives) $211,834 $0 $121,179
Michelle Hunter (Svp Marketing) $207,342 $0 $39,765
Karen Pulliam (Mso 2) $201,074 $0 $17,101
Alfreda Spencer (Svp Operations Division) $178,529 $0 $21,297
Paul Moore (Vice Chairperson) $523 $0 $0
Chris Stone (Chairperson) $359 $0 $0
Dave Yamashita (Supv Cmte Member) $195 $0 $0
Elizabeth Camp (Director) $152 $0 $0
John Rosenberger (Director) $134 $0 $0
Judy Miller (Supv Cmte Member) $134 $0 $0
Lee Hardeman (Advisory Board Member) $82 $0 $0
Chris George (Secretary) $0 $0 $0
Robyn Bjorklund (Treasurer) $0 $0 $0
Lyle Scheppele (Director) $0 $0 $0
Bob Chaffino (Director) $0 $0 $0
Andrea Blais (Director) $0 $0 $0
Greg Kelley (Supv Cmte Chairperson) $0 $0 $0
Ed Paul (Supv Cmte Vice Chairperson) $0 $0 $0
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990
Filed on Oct. 12, 2016

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

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$43,245,922
Expenses
$30,765,929
Net Income
$12,479,993
Net Assets
$103,471,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,519,367
68.3%
Investment Income $5,517,188
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $258,401
0.6%
Net Inventory Sales $0
Other Revenue $7,950,966
18.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,411,161
14.3%
Professional Fundraising Fees $0
Other Salaries and Wages $8,612,834
28.0%
Assets/Debt
Total Assets $927,723,301
Total Liabilities $824,252,061
Net Assets $103,471,240
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marjorie Tester (Svp Strategic Initiatives) $980,278 $0 $129,265
Dave Gunderson (President/Ceo) $900,613 $0 $283,635
Peter Putnam (Cfo) $520,589 $0 $131,441
Deborah Childs (Evp Administration) $473,285 $0 $138,038
Tom Orman (Svp Lending) $269,241 $0 $24,661
Ray Rounds (Svp Information Services) $220,135 $0 $25,202
Michelle Hunter (Svp Marketing) $211,697 $0 $38,587
Alfreda Caldwell (Svp Operations Division) $179,549 $0 $20,920
Mabel Morris (Vp Special Projects) $178,526 $0 $50,749
Dexter De Mesa (Vp Commercial Lending) $169,102 $0 $18,023
Rachael David (Vp Controller) $151,328 $0 $31,096
Mark Hiatt (Vp Real Estate Lending) $146,259 $0 $40,634
Dave Yamashita (Supv Cmte Member) $2,556 $0 $0
Judy Miller (Supv Cmte Member) $1,899 $0 $0
Bob Chaffino (Director) $1,334 $0 $0
John Rosenberger (Chairperson) $1,155 $0 $0
Greg Kelley (Supv Cmte Chairperson) $1,088 $0 $0
Chris Stone (Vice Chairperson) $961 $0 $0
Robyn Bjorklund (Director) $789 $0 $0
Elizabeth Camp (Director) $777 $0 $0
Paul Moore (Treasurer) $0 $0 $0
Lee Hardeman (Secretary) $0 $0 $0
Chris George (Director) $0 $0 $0
Lyle Scheppele (Director) $0 $0 $0
Eric Day (Advisory Board Member) $0 $0 $0
See filing for compensation of 2 other people →
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Document Links

990
Filed on Oct. 15, 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
$30,910,585
Expenses
$26,266,741
Net Income
$4,643,844
Net Assets
$72,451,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,803,687
89.9%
Investment Income $5,531,339
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,084,297
Net Inventory Sales $0
Other Revenue $3,659,856
11.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,852,569
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $7,797,502
29.7%
Assets/Debt
Total Assets $710,777,020
Total Liabilities $638,325,943
Net Assets $72,451,077
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dave Gunderson (President/Ceo) $615,051 $0 $273,128
Peter Putnam (Cfo) $445,382 $0 $130,993
Deborah Childs (Evp Administration) $329,583 $0 $132,910
Tom Orman (Svp Lending) $238,968 $0 $21,238
Ray Rounds (Svp Information Services) $214,977 $0 $22,932
Marjorie Tester (Svp Strategic Initiatives) $193,764 $0 $127,564
Michelle Hunter (Svp Marketing) $186,319 $0 $36,141
Mabel Morris (Vp Special Projects) $173,463 $0 $48,664
Mark Hiatt (Vp Real Estate Lending) $154,444 $0 $28,970
Alfreda Caldwell (Svp Operations Division) $151,043 $0 $17,174
Frederick Hoffman (Legislative Affairs) $141,134 $0 $67,304
Lee Hardeman (Secretary) $2,515 $0 $0
Chris Stone (Vice Chairperson) $1,330 $0 $0
John Rosenberger (Chairperson) $682 $0 $0
Judy Miller (Supv Cmte Chairperson) $600 $0 $0
Paul Moore (Treasurer) $591 $0 $0
Robyn Bjorklund (Director) $368 $0 $0
Sidney Stokes (Supv Cmte Member) $342 $0 $0
Elizabeth Camp (Director) $330 $0 $0
Bob Chaffino (Director) $330 $0 $0
Ed Paul (Supv Cmte Member) $330 $0 $0
Chris George (Director) $312 $0 $0
Dave Yamashita (Supv Cmte Member) $216 $0 $0
Mark Thistlewaite (Advisory Board Member) $165 $0 $0
Eric Day (Advisory Board Member) $165 $0 $0
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990
Filed on Nov. 4, 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
$34,873,687
Expenses
$25,824,163
Net Income
$9,049,524
Net Assets
$84,387,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,244,632
75.3%
Investment Income $4,063,495
11.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $173,268
0.5%
Net Inventory Sales $0
Other Revenue $4,392,292
12.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,724,556
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $7,163,369
27.7%
Assets/Debt
Total Assets $687,483,336
Total Liabilities $603,096,225
Net Assets $84,387,111

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
$37,936,106
Expenses
$30,190,670
Net Income
$7,745,436
Net Assets
$71,187,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,559,719
67.4%
Investment Income $9,239,670
24.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,136,717
8.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,356,209
7.8%
Professional Fundraising Fees $0
Other Salaries and Wages $6,265,240
20.8%
Assets/Debt
Total Assets $552,232,568
Total Liabilities $481,045,258
Net Assets $71,187,310

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