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Credit Unions In The State Of California

Coasthills Credit Union
  • Santa Maria, CA
  • Tax-exempt since Sept. 1961
  • EIN: 95-2015359

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
$95.9M (2023)

Expenses
$91.8M (2023)

Total Assets
$1.78B (2023)

Total Liabilities
$1.65B (2023)

Source: Form 990 tax filings from 2014 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
$95,869,457
Expenses
$91,804,133
Net Income
$4,065,324
Net Assets
$131,054,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,911,839
3.0%
Program Services $85,854,598
89.6%
Investment Income $7,561,370
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income -$415,731
Net Fundraising $0
Sales of Assets -$42,619
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,531,727
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $20,387,949
22.2%
Assets/Debt
Total Assets $1,783,506,274
Total Liabilities $1,652,452,034
Net Assets $131,054,240
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paul C Cook (Ceo/President) $568,717 $0 $20,774
David L Salm Thru 71923 (Chief Administrative Officer) $517,508 $0 $5,841
Bruce A Altheide (Chief Wealth Officer) $498,177 $0 $33,235
Pamela Rasmussen (Evp, Chief Operating Officer) $418,897 $0 $28,717
James Ledford (Chief Experience Officer) $348,587 $0 $38,341
Catherine Amundson (Svp Operations And Compliance) $321,649 $0 $30,809
Timothy Jensen Thru 9823 (Evp, Chief Financial Officer) $298,383 $0 $22,175
Cheryl Garnsey (Svp Human Resources) $270,196 $0 $24,077
Scott T Doi (Fvp Member Experience) $238,696 $0 $24,909
Victor Jon Jasper (Svp Lending) $235,136 $0 $17,944
Scott Olson (Svp Chief Data Officer) $224,061 $0 $29,049
Edwin Hwang (Fvp Finance) $222,299 $0 $11,838
Joesph Bonner (Chief Administrative Officer) $176,562 $0 $5,074
Daniel Walls Thru 42523 (Chief Credit Officer) $162,607 $0 $18,668
Dennis Durfee (Evp, Chief Financial Officer) $131,843 $0 $3,484
Kristopher L Andrews (Chairman) $0 $0 $0
Homero Contreras (Vice Chairman) $0 $0 $0
Jeremy Moreno (Treasurer) $0 $0 $0
Bernard E Jones (Secretary) $0 $0 $0
Jeanne Piper (Director) $0 $0 $0
R Bruce Coggin (Director) $0 $0 $0
Arthur C Scheithaur Jr (Director) $0 $0 $0
Earl Murray (Director) $0 $0 $0
William H Anders (Director) $0 $0 $0
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990
Filed on Oct. 16, 2024

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

View Filing
XML
Audit

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

PDF

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,854,403
Expenses
$70,014,183
Net Income
$6,840,220
Net Assets
$127,787,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,435,710
94.3%
Investment Income $5,085,345
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income -$275,775
Net Fundraising $0
Sales of Assets -$390,877
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,631,077
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $20,294,924
29.0%
Assets/Debt
Total Assets $1,828,708,068
Total Liabilities $1,700,920,334
Net Assets $127,787,734
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paul C Cook (Ceo/President) $663,540 $0 $51,165
Bruce A Altheide (Chief Wealth Officer) $564,430 $0 $43,771
Pamela Rasmussen (Chief Risk Officer) $421,477 $0 $34,445
James Ledford (Chief Lending Officer) $408,500 $0 $67,329
David L Salm (Chief Administrative Officer) $376,462 $0 $25,020
Timothy Jensen (Evp, Chief Financial Officer) $360,731 $0 $19,636
Catherine Amundson (Svp Branches & Compliance) $350,318 $0 $38,568
Daniel Walls (Chief Credit Officer) $339,099 $0 $32,279
Cheryl Garnsey (Svp Human Resources) $258,055 $0 $28,774
Scott T Doi (Svp Member Experience) $244,818 $0 $29,962
Scott Olson (Svp Chief Data Officer) $244,480 $0 $40,558
Dimitri Dristas (Vp Senior Commerical Lending Officer) $229,931 $0 $34,262
Jay Pimentel (Chief Legal Counsel) $173,128 $0 $50,065
Kristopher L Andrews (Chairman) $0 $0 $0
Homero Contreras (Vice Chairman) $0 $0 $0
Jeremy Moreno (Treasurer) $0 $0 $0
Lee Volker Cox (Treasurer (Thru 03/2022)) $0 $0 $0
Bernard E Jones (Secretary) $0 $0 $0
R Bruce Coggin (Director) $0 $0 $0
Arthur C Scheithaur Jr (Director) $0 $0 $0
Earl Murray (Director) $0 $0 $0
William H Anders (Director) $0 $0 $0
Jeanne Piper (Director) $0 $0 $0
Hugh J Rafferty (Director) $0 $0 $0
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990
Filed on Nov. 13, 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
$68,814,131
Expenses
$59,373,912
Net Income
$9,440,219
Net Assets
$126,874,943
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $65,155,021
94.7%
Investment Income $2,652,606
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income -$103,503
Net Fundraising $0
Sales of Assets $301,725
0.4%
Net Inventory Sales $0
Other Revenue $808,282
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,155,177
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $17,596,871
29.6%
Assets/Debt
Total Assets $1,604,476,418
Total Liabilities $1,477,601,475
Net Assets $126,874,943
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paul C Cook (Ceo/President) $546,490 $0 $17,050
Bruce A Altheide (Chief Wealth Officer) $517,747 $0 $48,435
Pamela Rasmussen (Chief Risk Officer) $380,990 $0 $32,284
David L Salm (Chief Administrative Officer) $339,306 $0 $23,472
James Ledford (Chief Lending Officer) $321,829 $0 $49,888
Daniel Walls (Chief Credit Officer) $307,960 $0 $40,472
Timothy Jensen (Evp, Chief Financial Officer) $299,411 $0 $22,339
Catherine Amundson (Svp Branches & Compliance) $265,178 $0 $34,983
Scott Olson (Svp Technology) $225,895 $0 $36,268
Scott T Doi (1 St Vp Branch Experience) $214,576 $0 $27,172
Victor Jasper (Svp Lending) $206,767 $0 $26,265
Cheryl Garnsey (Vp Education And Communication) $202,182 $0 $26,262
Jay Pimentel (Chief Legal Counsel) $163,571 $0 $43,935
Arthur C Scheithaur Jr (Chairman) $0 $0 $0
Bernard E Jones (Vice Chairman) $0 $0 $0
Lee Volker Cox (Treasurer) $0 $0 $0
Homero Contreras (Secretary) $0 $0 $0
Hugh J Rafferty (Director) $0 $0 $0
R Bruce Coggin (Director) $0 $0 $0
Jeremy Moreno (Director) $0 $0 $0
Kristopher L Andrews (Director) $0 $0 $0
William H Anders (Director) $0 $0 $0
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990
Filed on Nov. 9, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,719,111
Expenses
$58,703,237
Net Income
$7,015,874
Net Assets
$119,187,260
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,992,327
95.9%
Investment Income $1,437,566
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income -$85,282
Net Fundraising $0
Sales of Assets $598,213
0.9%
Net Inventory Sales $0
Other Revenue $776,287
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,205,460
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $15,225,552
25.9%
Assets/Debt
Total Assets $1,370,734,730
Total Liabilities $1,251,547,470
Net Assets $119,187,260
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paul C Cook (Ceo/President) $558,043 $0 $51,731
Bruce A Altheide (Chief Wealth Officer) $466,489 $0 $32,085
Jeffery York (Former Ceo/President) $441,000 $0 $0
Pamela Rasmussen (Chief Risk Officer) $329,059 $0 $32,349
David L Salm (Chief Administrative Officer) $305,781 $0 $24,245
James Ledford (Chief Lending Officer) $300,547 $0 $50,103
Daniel Walls (Chief Credit Officer) $286,642 $0 $48,208
Suzanne M Leedale Left 320 (Chief Experience Officer) $278,781 $0 $4,401
Timothy Jensen (Evp, Chief Financial Officer) $247,607 $0 $8,635
Scott Olson (Svp Technology) $203,364 $0 $36,448
Catherine Amundson (Svp Branches & Compliance) $198,579 $0 $31,216
Victor Jasper (Svp Lending) $194,858 $0 $16,762
Scott T Doi (1 St Vp Branch Experience) $183,768 $0 $26,323
Carolyn White (Vp Education & Communication) $166,157 $0 $34,823
Scott D Coe Left 120 (Chief Communication Officer) $165,028 $0 $10,376
Bernard E Jones (Secretary) $1,945 $0 $0
R Bruce Coggin (Vice Chairman) $1,299 $0 $0
Kathleen Griffith (Director (Left 3/20)) $1,293 $0 $0
Kristopher L Andrews (Director) $813 $0 $0
William H Anders (Chairman) $0 $0 $0
Arthur C Scheithaur Jr (Treasurer) $0 $0 $0
Homero Contreras (Director) $0 $0 $0
Hugh J Rafferty (Director) $0 $0 $0
Lee Volker Cox (Director) $0 $0 $0
Jeremy Moreno (Director) $0 $0 $0
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990
Filed on Nov. 13, 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
$66,242,157
Expenses
$58,699,349
Net Income
$7,542,808
Net Assets
$111,156,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,493,231
92.8%
Investment Income $2,435,305
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,000
0.0%
Net Fundraising $0
Sales of Assets $1,278,466
1.9%
Net Inventory Sales $0
Other Revenue $1,030,155
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,151,516
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $14,938,128
25.4%
Assets/Debt
Total Assets $1,201,163,128
Total Liabilities $1,090,006,490
Net Assets $111,156,638
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paul C Cook (Ceo/President) $444,789 $0 $50,173
Bruce A Altheide (Chief Wealth Officer) $395,796 $0 $37,356
Pamela Rasmussen (Chief Risk Officer) $298,962 $0 $25,306
David L Salm (Chief Administrative Officer) $275,102 $0 $23,019
James Ledford (Chief Lending Officer) $265,552 $0 $45,857
Marty L Chatham (Chief Financial Officer (Left 07/19)) $253,391 $0 $33,863
Suzanne M Leedale (Chief Experience Officer) $247,322 $0 $33,862
Daniel Walls (Chief Credit Officer) $245,872 $0 $43,359
Scott D Coe (Chief Communication Officer) $226,963 $0 $25,840
Dean P Ladas (Vp Finance) $170,588 $0 $14,799
Scott T Doi (Vp Branch Experience) $167,305 $0 $24,230
Scott Olson (Svp Technology) $166,097 $0 $28,297
Victor Jasper (Svp Lending) $163,704 $0 $19,649
Marc Sexton (Vp Software Development) $157,352 $0 $23,121
Barbara Altheide (Interim Cfo) $152,259 $0 $14,867
Arthur C Scheithaur Jr (Treasurer) $2,012 $0 $0
Homero Contreras (Director) $1,893 $0 $0
R Bruce Coggin (Director) $1,849 $0 $0
William H Anders (Chairman) $1,571 $0 $0
Kathleen Griffith (Director) $1,517 $0 $0
Bernard E Jones (Secretary) $1,297 $0 $0
Kristopher L Andrews (1 St Vice Chairman) $998 $0 $0
Hugh J Rafferty (Director) $869 $0 $0
Lee Volker Cox (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
$61,580,785
Expenses
$56,386,963
Net Income
$5,193,822
Net Assets
$103,506,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,804,901
92.2%
Investment Income $1,333,579
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $123,408
0.2%
Net Inventory Sales $0
Other Revenue $3,318,897
5.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,539,706
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $12,490,190
22.2%
Assets/Debt
Total Assets $1,158,529,417
Total Liabilities $1,055,022,914
Net Assets $103,506,503
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paul C Cook (Ceo/President) $328,603 $0 $48,335
Bruce A Altheide (Chief Wealth Officer) $317,902 $0 $38,245
Marty L Chatham (Chief Financial Officer) $300,130 $0 $45,832
David L Salm (Chief Administrative Officer) $216,033 $0 $15,414
Scott D Coe (Chief Communication Officer) $199,158 $0 $25,460
Suzanne M Leedale (Chief Experience Officer) $198,116 $0 $25,023
James Ledford (Chief Lending Officer) $196,062 $0 $42,868
Dallis E Widick Resigned 818 (Interirm Ceo/President) $192,000 $0 $3,840
Anne Milne Rampone (Consumer Loan Business Dev Officer) $176,808 $0 $24,273
Jeffrey C York (Ceo/President (Separated 2/18)) $162,495 $0 $15,314
Dean P Ladas (Vp Finance) $155,089 $0 $14,416
Linda D Jarrett Olivar (Vp Internal Audit) $154,983 $0 $25,183
Cathy Cachu (Vp Commercial Lending Experience) $146,593 $0 $20,305
Scott T Doi (Vp Branch Experience) $145,211 $0 $18,983
David J Upham (Evp/Coo (Resigned 3/18)) $133,849 $0 $18,008
Arthur C Scheithaur Jr (Treasurer) $4,470 $0 $0
R Bruce Coggin (Director) $2,695 $0 $0
Hugh J Rafferty (Director) $2,383 $0 $0
William H Anders (Chairman) $2,081 $0 $0
Kathleen Griffith (Director) $1,816 $0 $0
Bernard E Jones (Secretary) $1,810 $0 $0
David M Richardson (Director (Resigned 3/18)) $908 $0 $0
Kristopher L Andrews (1 St Vice Chairman) $859 $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
$55,866,120
Expenses
$47,626,891
Net Income
$8,239,229
Net Assets
$98,278,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,026,719
93.1%
Investment Income $1,252,317
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $242,824
0.4%
Net Inventory Sales $0
Other Revenue $2,344,260
4.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,565,887
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $10,931,614
23.0%
Assets/Debt
Total Assets $1,083,097,348
Total Liabilities $984,818,896
Net Assets $98,278,452
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffery C York (Ceo/President) $545,540 $0 $37,983
Bruce A Altheide (Vp Wealth Management) $267,332 $0 $24,119
David J Upham (Evp/Coo) $261,691 $0 $33,238
Marty L Chatham (Svp/Cfo) $246,300 $0 $39,705
Paul C Cook (Svp/Cio) $228,274 $0 $44,039
Robert Covarrubias (Svp Business & Member Relations) $185,165 $0 $28,677
Lisa Nissinen Harlow (Svp Human Resources) $183,803 $0 $27,846
Scott D Coe (Svp Marketing) $180,908 $0 $26,106
Anne Milne Rampone (Consumer Loan Business Dev Officer) $151,975 $0 $22,236
James Ledford (Vp Consumer Lending) $151,066 $0 $38,867
Suzanne M Leedale (Vp Branch Operations & Support) $144,961 $0 $12,393
Cathy Cachu (Avp Commercial Lending) $144,246 $0 $19,097
Michael L Carson (Information Security Officer) $143,994 $0 $14,009
Linda D Jarrett Olivar (Avp Internal Audit) $140,696 $0 $23,409
William H Anders (Secretary) $2,750 $0 $0
Bernard E Jones (Director) $2,720 $0 $0
R Bruce Coggin (Director) $2,138 $0 $0
David M Richardson (Director) $1,971 $0 $0
Kristopher L Andrews (1 St Vice Chairman) $1,917 $0 $0
Arthur C Scheithaur Jr (Treasurer) $1,912 $0 $0
Hugh J Rafferty (Chairman) $1,820 $0 $0
Roger C Welt (Director (Left 3/17)) $0 $0 $0
Ricardo Velasco (Director (Left 12/17)) $0 $0 $0
Kathleen Griffith (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
$51,590,908
Expenses
$42,003,936
Net Income
$9,586,972
Net Assets
$90,144,232
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,322,765
97.5%
Investment Income $1,241,165
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,978
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,943,132
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $9,203,670
21.9%
Assets/Debt
Total Assets $1,005,294,341
Total Liabilities $915,150,109
Net Assets $90,144,232
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffery C York (Ceo/President) $481,489 $0 $40,920
Bruce A Altheide (Vp Wealth Management) $281,685 $0 $24,119
David J Upham (Evp/Coo) $244,802 $0 $22,304
Marty L Chatham (Svp/Cfo) $228,075 $0 $30,025
Paul C Cook (Svp/Cio) $209,786 $0 $29,599
Lisa Nissinen Harlow (Svp Human Resources) $174,133 $0 $14,167
Scott D Coe (Svp Marketing) $167,879 $0 $13,749
Robert Covarrubias (Svp Business & Member Relations) $163,463 $0 $18,656
Cathy Cachu (Avp Commercial Lending) $161,711 $0 $18,209
Michael L Carson (Information Security Office) $140,943 $0 $11,872
Linda D Jarrett Olivar (Avp Internal Audit) $137,085 $0 $17,414
Kevin W Johns (Vp Retail Sales) $135,298 $0 $20,030
Suzanne M Leedale (Vp Branch Operations & Support) $131,693 $0 $11,594
Arthur C Scheithaur Jr (Treasurer) $3,325 $0 $0
William H Anders (Secretary Of The Board) $2,821 $0 $0
Ricardo Velasco (Director) $1,589 $0 $0
Kristopher L Andrews (1 St Vice Chairman) $1,587 $0 $0
Hugh J Rafferty (Chairman) $1,289 $0 $0
R Bruce Coggin (2 Nd Vice Chairman) $1,010 $0 $0
Roger C Welt (Director) $811 $0 $0
Bernard E Jones (Director) $0 $0 $0
David M Richardson (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
$48,774,369
Expenses
$39,516,416
Net Income
$9,257,953
Net Assets
$80,458,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,418,417
97.2%
Investment Income $840,563
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $515,389
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,952,781
7.5%
Professional Fundraising Fees $0
Other Salaries and Wages $8,675,188
22.0%
Assets/Debt
Total Assets $914,349,587
Total Liabilities $833,890,927
Net Assets $80,458,660
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey C York (Ceo/President) $526,666 $0 $42,666
Bruce A Altheide (Vp Wealth Management) $321,053 $0 $27,364
David J Upham (Evp/Coo) $240,930 $0 $25,314
Marty L Chatham (Svp/Cfo) $227,933 $0 $34,947
Robert Covarrubias (Vp Business Lending) $176,087 $0 $21,654
Lisa Nissinen Harlow (Svp Human Resources) $170,513 $0 $16,168
Dallas E Widick Jr (Vp Lending) $162,697 $0 $22,273
Scott D Coe (Svp Marketing) $162,259 $0 $15,563
Sheila Perrota (Internal Mortgage Loan Officer) $139,477 $0 $20,561
Kevin Johns (Vp Retail Sales) $134,910 $0 $22,893
Linda Jarret Olivar (Avp Internal Audit) $133,852 $0 $19,662
Jose Seva (Svp Information Technology) $121,174 $0 $18,941
Dean P Ladas (Avp Finance) $118,953 $0 $13,048
William H Anders (Secretary Of The Board) $3,945 $0 $0
Arthur C Sheithauer Jr (Treasurer) $3,202 $0 $0
Ricardo Velasco (1 St Vice Chairman) $2,204 $0 $0
Hugh J Rafferty (Chairman) $1,775 $0 $0
Roger C Welt (Director) $1,642 $0 $0
Kristopher L Andrews (2 Nd Vice Chairman) $1,448 $0 $0
David M Richardson (Director) $1,007 $0 $0
Bernard E Jones (Director) $0 $0 $0
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990
Filed on Nov. 9, 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
$21,248,209
Expenses
$16,926,053
Net Income
$4,322,156
Net Assets
$71,113,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,829,042
98.0%
Investment Income $438,492
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$19,325
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,229,475
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,777,266
22.3%
Assets/Debt
Total Assets $789,538,843
Total Liabilities $718,425,507
Net Assets $71,113,336
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey C York (Ceo/President) $643,310 $0 $36,864
Bruce A Altheide (Vp Wealth Management) $320,906 $0 $17,051
David J Upham (Evp/Coo) $235,594 $0 $17,335
Marty L Chatham (Svp/Cfo) $220,314 $0 $21,775
Jose Seva (Svp Information Technology) $187,063 $0 $20,551
Lisa Nissinen Harlow (Svp Human Resources) $169,623 $0 $12,828
Dallas E Widick Jr (Vp Lending) $168,037 $0 $16,124
Scott D Coe (Svp Marketing) $158,221 $0 $10,204
Robert Covarrubias (Avp Business Lending) $136,248 $0 $14,040
Joseph Mayhew (Avp Consumer Lending) $128,147 $0 $18,848
Kimberly Chambers (Avp Mortgage) $119,232 $0 $18,487
Linda Jarret Olivar (Avp Internal Audit) $117,963 $0 $13,318
Jaime Marks Rodriguez (Avp South Region) $104,242 $0 $14,043
William H Anders (2 Nd Vice Chairman) $1,637 $0 $0
Kristopher L Andrews (Director) $1,416 $0 $0
David M Richardson (Director) $1,291 $0 $0
Roger C Welt (Director) $1,262 $0 $0
Arthur C Sheithauer Jr (Treasurer) $1,096 $0 $0
Ricardo Velasco (1 St Vice Chairman) $683 $0 $0
Hugh J Rafferty (Chairman) $600 $0 $0
Richard B Coggin (Director) $600 $0 $0
Shirleen Sladek (Secretary Of The Board) $0 $0 $0
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990
Filed on Nov. 19, 2015

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

View Filing
PDF XML

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