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Premier America Credit Union

  • Chatsworth, CA
  • Tax-exempt since Sept. 1961
  • EIN: 95-3442691

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
$159M (2023)

Expenses
$151M (2023)

Total Assets
$3.47B (2023)

Total Liabilities
$3.16B (2023)

Years with missing data
Source: Form 990 tax filings from 2010 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
$158,602,721
Expenses
$150,631,543
Net Income
$7,971,178
Net Assets
$309,971,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $145,203,719
91.6%
Investment Income $13,234,873
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $164,129
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,096,842
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $34,646,027
23.0%
Assets/Debt
Total Assets $3,473,374,773
Total Liabilities $3,163,402,845
Net Assets $309,971,928
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rodolfo Pereira (President & Ceo) $935,197 $0 $1,236,179
Ie Chen Cheng (Chief Financial Officer) $435,257 $0 $35,522
Ernesto Norona (Chief Operations Officer) $405,717 $0 $67,249
Kelly Karren (Financial Advisor) $389,924 $0 $33,397
Toni Daniels (Chief Administrative Officer) $387,975 $0 $44,367
Marcia Girardi (Chief Experience Officer) $383,515 $0 $50,142
Janakirmana Yandapalli (Former Chief Tech Officer) $341,134 $0 $42,965
David Fitzgerald (Chief Lending Officer) $327,391 $0 $30,530
Anthony Velarde (Financial Advisor) $314,705 $0 $43,294
Shelley Tam (Chief People Officer) $288,197 $0 $64,369
Charles Kim (Vp, Commercial Lending) $240,550 $0 $22,874
Tamara Scott (Vp, Retail Deliver) $230,181 $0 $41,436
Todd Helmerson (Vp, Residential Lending) $220,293 $0 $28,672
Gary Holmen (Chair) $3,810 $0 $0
Bill Hampel (Director) $3,531 $0 $0
William Cole (Director) $3,144 $0 $0
Eva Gomez (Secretary/Treasurer) $3,029 $0 $0
Larry Colson (Director) $2,559 $0 $0
Eric Goldner (Director) $2,158 $0 $0
Larry Martin (Director) $2,108 $0 $0
Joann Klonowski (Vice Chair) $400 $0 $0
Mechelle Best (Director) $400 $0 $0
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990
Filed on Nov. 14, 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
$127,070,331
Expenses
$109,818,679
Net Income
$17,251,652
Net Assets
$295,822,400
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $119,143,288
93.8%
Investment Income $7,741,861
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $185,182
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,452,704
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $31,214,348
28.4%
Assets/Debt
Total Assets $3,773,072,753
Total Liabilities $3,477,250,353
Net Assets $295,822,400
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Toni Daniels (Chief Administrative Officer) $1,578,356 $0 $29,636
Rodolfo Pereira (President & Ceo) $995,765 $0 $41,515
Kelly Karren (Financial Advisor) $485,165 $0 $27,378
Ernesto Norona (Chief Operations Officer) $406,905 $0 $52,637
Janakiramana Yandapalli (Chief Technology Officer) $403,531 $0 $42,150
Orlando Duque (Mortgage Loan Officer) $377,670 $0 $25,495
Marcia Girardi (Chief Experience Officer) $372,502 $0 $42,080
Ernie Celaya (Mortgage Loan Officer) $321,730 $0 $37,941
W Brad Cunningham (Former Cfo) $291,069 $0 $14,529
Anthony Velarde (Financial Advisor) $288,723 $0 $35,092
David Fitzgerald (Chief Lending Officer) $264,913 $0 $24,123
Brindon Gardner (Mortgage Loan Officer) $241,790 $0 $32,211
Ie Chen Cheng (Chief Financial Officer) $168,762 $0 $13,962
Gary Holmen (Vice Chair) $5,512 $0 $0
Bill Hampel (Director) $3,124 $0 $0
Larry Martin (Director) $2,211 $0 $0
Eva Gomez (Director) $1,962 $0 $0
William Cole (Chair) $1,667 $0 $0
Larry Colson (Director) $695 $0 $0
Joann Klonowski (Director) $695 $0 $0
Mechelle Best (Director) $0 $0 $0
John De Vere Jr (Director) $0 $0 $0
Kurt Ford (Secretary/Treasurer) $0 $0 $0
Eric Goldner (Director) $0 $0 $0
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990
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$107,505,968
Expenses
$91,505,540
Net Income
$16,000,428
Net Assets
$312,867,160
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $100,652,858
93.6%
Investment Income $5,827,484
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $189,834
0.2%
Net Fundraising $0
Sales of Assets $835,792
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,844,780
7.5%
Professional Fundraising Fees $0
Other Salaries and Wages $23,482,235
25.7%
Assets/Debt
Total Assets $3,406,612,540
Total Liabilities $3,093,745,380
Net Assets $312,867,160
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Rodolfo Pereira (President & Ceo) $3,537,762 $0 $2,708,571
W Brad Cunningham (Cfo) $1,736,607 $0 $1,399,512
Kelly Karren (Financial Advisor) $463,798 $0 $24,089
Ernie Celaya (Mortgage Loan Officer) $382,084 $0 $33,691
Ernesto Norona (Chief Lending Officer) $346,183 $0 $43,360
Janakiramana Yandapalli (Chief Technology Officer) $344,887 $0 $33,279
Toni Daniels (Chief Administrative Offic) $338,429 $0 $27,452
Marcia Girardi (Chief Experience Officer) $327,803 $0 $39,018
Orlando Duque (Mortgage Loan Officer) $277,454 $0 $17,680
Anthony Velarde (Financial Advisor) $243,204 $0 $21,943
Steven Barrett (Vp, Wealth Management) $211,184 $0 $33,009
William Cole (Chair) $0 $0 $0
Gary Holmen (Vice Chair) $0 $0 $0
Kurt Ford (Secretary/Treasurer) $0 $0 $0
Larry Colson (Director) $0 $0 $0
John De Vere Jr (Director) $0 $0 $0
Eric Goldner (Director) $0 $0 $0
Joann Klonowski (Director) $0 $0 $0
Larry Martin (Director) $0 $0 $0
Eva Gomez (Director) $0 $0 $0
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990
Filed on Nov. 15, 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
$111,058,082
Expenses
$104,615,610
Net Income
$6,442,472
Net Assets
$305,676,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $105,352,667
94.9%
Investment Income $5,748,541
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $56,032
0.1%
Net Fundraising $0
Sales of Assets -$99,158
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,984,664
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $24,529,926
23.4%
Assets/Debt
Total Assets $3,211,246,372
Total Liabilities $2,905,570,033
Net Assets $305,676,339
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Rodolfo Pereira (President & Ceo) $879,730 $0 $80,730
W Brad Cunningham (Cfo) $368,246 $0 $50,525
Toni Daniels (Chief Administrative Officer) $332,238 $0 $78,710
Janakiramana Yandapalli (Senior Vp, Chief Technology Officer) $332,015 $0 $65,908
Ernesto Norona (Chief Loan Officer) $324,165 $0 $68,603
Marci Girardi (Senior Vp, Chief Experience) $310,796 $0 $76,828
Kelly Karren (Financial Advisor) $265,244 $0 $44,029
Orlando Duque (Mortgage Loan Officer) $265,189 $0 $39,982
Ernie Celaya (Mortgage Loan Officer) $213,673 $0 $48,164
Renee Johns (Vp, Retail Delivery) $180,932 $0 $36,856
Caroline St Peter (Asst. Manager, Collections) $178,762 $0 $30,166
William Cole (Chair) $0 $0 $0
Gary Holmen (Vice Chair) $0 $0 $0
Kurt Ford (Secretary/Treasurer) $0 $0 $0
Larry Colson (Director) $0 $0 $0
John De Vere Jr (Director) $0 $0 $0
Eric Goldner (Director) $0 $0 $0
Joann Klonowski (Director) $0 $0 $0
Larry Martin (Director) $0 $0 $0
Eva Gomez (Director) $0 $0 $0
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990
Filed on Nov. 15, 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
$116,675,456
Expenses
$97,229,006
Net Income
$19,446,450
Net Assets
$297,294,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $104,892,424
89.9%
Investment Income $11,752,276
10.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $111,410
0.1%
Net Fundraising $0
Sales of Assets -$80,654
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,111,398
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $17,850,669
18.4%
Assets/Debt
Total Assets $2,832,715,240
Total Liabilities $2,535,421,144
Net Assets $297,294,096
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Marjorie Mcnaught Senior Vp (Loan Administrator) $3,829,573 $0 $17,021
Toni Daniels Senior Vp (Chief Administrative Officer) $1,162,166 $0 $29,617
Rodolfo Pereira (President & Ceo) $931,315 $0 $37,091
W Brad Cunningham (Senior Vp, Cfo) $391,346 $0 $23,950
Kelly Karren (Financial Advisor) $246,061 $0 $30,530
Jason Derek Lee (Financial Advisor) $220,676 $0 $35,997
Janakiramana Yandapalli (Senior Vp, Chief Technology Officer) $204,247 $0 $23,426
Ernesto Norona Senior Vp (Chief Loan Officer) $203,150 $0 $41,402
Monte Bennett (Regional Marketing Rep) $195,056 $0 $19,992
Marci Girardi (Senior Vp, Chief Experience Officer) $180,923 $0 $27,517
Linsey Ferro (Regional Marketing Rep) $176,741 $0 $20,402
James Ritter (Vp, Commercial Loan Relationships) $166,628 $0 $24,574
William Cole (Chair) $0 $0 $0
Gary Holmen (Vice Chair) $0 $0 $0
Kurt Ford (Secretary/Treasurer) $0 $0 $0
Larry Colson (Director) $0 $0 $0
John De Vere Jr (Director) $0 $0 $0
Eric Goldner (Director) $0 $0 $0
Joann Klonowski (Director) $0 $0 $0
Roger Lubig (Director (Thru July 19)) $0 $0 $0
Larry Martin (Director) $0 $0 $0
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990
Filed on Nov. 24, 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
$101,444,902
Expenses
$77,869,057
Net Income
$23,575,845
Net Assets
$277,523,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $92,962,640
91.6%
Investment Income $8,373,640
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $108,622
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,580,984
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $19,849,805
25.5%
Assets/Debt
Total Assets $2,673,451,881
Total Liabilities $2,395,928,463
Net Assets $277,523,418
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Marianne Blitsch (Director, Community Relations) $1,401,968 $0 $24,256
Thomas Neuhaus (Director, Community Relations) $1,032,422 $0 $31,099
W Brad Cunningham (Senior Vp, Cfo) $1,010,910 $0 $27,287
Rodolfo Pereira (President & Ceo) $836,045 $0 $46,074
James Glynn (Director, Community Relations) $816,641 $0 $26,731
Marjorie Mcnaught (Senior Vp, Loan Administration) $594,487 $0 $25,164
Toni Daniels (Senior Vp, Operations Administration) $356,822 $0 $29,645
Glen Chrzas (Senior Vp, Systems & Technology) $345,615 $0 $35,008
Kelly Karren (Financial Advisor) $299,931 $0 $28,808
Donna Mcneely (Senior Vp, Member Experience) $254,677 $0 $16,200
Jason Derek Lee (Financial Advisor) $232,880 $0 $32,327
John M Merlo (Former Officer) $150,442 $0 $0
Larry Colson (Chair) $0 $0 $0
William Cole (Vice Chair) $0 $0 $0
Gary Holmen (Secretary/Treasurer) $0 $0 $0
John De Vere Jr (Director) $0 $0 $0
Kurt Ford (Director) $0 $0 $0
Eric Goldner (Director) $0 $0 $0
Larry Martin (Director) $0 $0 $0
Roger Lubig (Director) $0 $0 $0
Joann Klonowski (Director) $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
XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,901,807
Expenses
$65,497,955
Net Income
$21,403,852
Net Assets
$253,606,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,701,656
92.9%
Investment Income $5,733,626
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $106,612
0.1%
Net Fundraising $0
Sales of Assets $259,206
0.3%
Net Inventory Sales $0
Other Revenue $100,707
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,081,862
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $18,876,182
28.8%
Assets/Debt
Total Assets $2,467,069,812
Total Liabilities $2,213,463,521
Net Assets $253,606,291
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
John M Merlo (President & Ceo (Retired 4/30/17)) $707,110 $0 $28,279
Marjorie Mcnaught (Senior Vp, Loan Administration) $584,932 $0 $1,258,312
Rodolfo Pereira (President & Ceo) $409,383 $0 $27,151
Donna Mcneely (Senior Vp, Member Experience) $380,706 $0 $223,356
W Brad Cunningham (Senior Vp, Cfo) $379,599 $0 $272,875
Toni Daniels (Senior Vp, Operations Administration) $337,994 $0 $195,260
Glen Chrzas (Senior Vp, Systems & Technology) $327,227 $0 $164,969
Marianne Blitsch (Director, Community Relations) $284,886 $0 $422,247
Thomas Neuhaus (Director Of Community Relations) $224,663 $0 $315,664
Kelly Karren (Financial Advisor) $214,641 $0 $25,588
Jason Derek Lee (Financial Advisor) $189,926 $0 $26,358
James Glynn (Director For Community Relations) $180,011 $0 $248,324
Roger Lubig (Director) $1,901 $0 $0
Gary Holmen (Secretary/Treasurer) $1,454 $0 $0
Larry Martin (Director) $1,117 $0 $0
Larry Colson (Chair) $950 $0 $0
William Cole (Vice Chair) $935 $0 $0
Eric Goldner (Director) $39 $0 $0
John De Vere Jr (Director) $0 $0 $0
Kurt Ford (Director) $0 $0 $0
S Lawrence Hoke (Director (Retired 9/30/17)) $0 $0 $0
Joann Klonowski (Director (Effective 10/1/17)) $0 $0 $0
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990
Filed on Nov. 21, 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
$83,114,661
Expenses
$61,337,530
Net Income
$21,777,131
Net Assets
$232,578,231
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,662,192
93.4%
Investment Income $4,968,479
6.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $265
0.0%
Net Fundraising $0
Sales of Assets $483,725
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $12,468,624
20.3%
Professional Fundraising Fees $0
Other Salaries and Wages $9,250,591
15.1%
Assets/Debt
Total Assets $2,289,454,177
Total Liabilities $2,056,875,946
Net Assets $232,578,231
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
John M Merlo (President & Ceo) $7,300,376 $0 $38,566
Marjorie Mcnaught (Senior Vp, Lending & Collections) $3,054,054 $0 $880,888
W Brad Cunningham (Senior Vp, Cfo) $373,250 $0 $238,507
Donna Mcneely (Senior Vp, Investments & Insurance Services) $370,858 $0 $183,080
Toni Daniels (Senior Vp, Administration) $327,295 $0 $166,922
Marianne Blitsch (Director, Community Relations) $290,306 $0 $411,622
Glen Chrzas (Senior Vp, Systems & Technology) $276,581 $0 $90,491
Kirk Joseph Bowren (Director Of Sponsor Relations) $246,962 $0 $13,199
Thomas Neuhaus (Director Of Community Relations) $238,014 $0 $307,304
James Ritter (Vp, Commercial Loan Services) $196,421 $0 $34,132
James Glynn (Director For Community Relations) $192,666 $0 $241,161
John De Vere Jr (Director) $2,073 $0 $0
Larry Colson (Chair) $2,021 $0 $0
Eric Goldner (Director) $1,979 $0 $0
Gary Holmen (Secretary/Treasurer) $1,739 $0 $0
Larry Martin (Director) $1,601 $0 $0
Roger Lubig (Director) $1,585 $0 $0
William Cole (Vice Chair) $1,543 $0 $0
Kurt Ford (Director) $871 $0 $0
James Andersen (Director) $835 $0 $0
S Lawrence Hoke (Director) $0 $0 $0
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990
Filed on Nov. 15, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,378,182
Expenses
$58,505,135
Net Income
$14,873,047
Net Assets
$210,752,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $69,069,751
94.1%
Investment Income $3,683,916
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $310,290
0.4%
Net Fundraising $0
Sales of Assets $314,225
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,835,838
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $18,363,863
31.4%
Assets/Debt
Total Assets $2,147,511,074
Total Liabilities $1,936,758,969
Net Assets $210,752,105
Compensation
Key Employees and Officers Compensation Related Other
John M Merlo (President/Ceo) $891,802 $0 $1,198,999
Marjorie Mcnaught (Senior Vp, Lending & Collections) $566,676 $0 $580,737
Robin Acevedo (Vp Loans (P Oaks)) $434,491 $0 $1,733
W Brad Cunningham (Senior Vp, Cfo) $363,993 $0 $205,998
Lizbeth Condercuri (Director, Corporation Projects) $360,221 $0 $10,648
Donna Mcneely (Senior Vp, Investments & Insurance Svcs) $340,054 $0 $145,983
Toni Daniels (Senior Vp, Administration) $315,850 $0 $148,260
Kirk Joseph Bowren (Director Of Sponsor Relations) $291,538 $0 $29,404
Glen Chrzas (Vp, Systems & Technology) $225,394 $0 $30,582
Frank Gluck (Vp) $170,427 $0 $8,521
Roger Lubig (Director) $910 $0 $0
Eric Goldner (Chair) $909 $0 $0
James Andersen (Director) $630 $0 $0
William Cole (Secretary/Treasurer) $499 $0 $0
Gary Holmen (Director) $492 $0 $0
S Lawrence Hoke (Director) $198 $0 $0
Larry Colson (Vice Chair) $116 $0 $0
John De Vere (Director) $0 $0 $0
Kurt Ford (Director) $0 $0 $0
Larry Martin (Director) $0 $0 $0
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990
Filed on Nov. 23, 2016

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

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PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,065,817
Expenses
$43,804,468
Net Income
$20,261,349
Net Assets
$167,976,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,354,863
92.6%
Investment Income $3,021,936
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $400,212
0.6%
Net Fundraising $0
Sales of Assets $1,288,806
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,051,621
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $13,553,914
30.9%
Assets/Debt
Total Assets $1,718,277,920
Total Liabilities $1,550,301,534
Net Assets $167,976,386
Compensation
Key Employees and Officers Compensation Related Other
John M Merlo (President/Ceo) $902,776 $0 $1,346,235
Marjorie Mcnaught (Senior Vp, Lending & Collections) $582,808 $0 $983,055
W Brad Cunningham (Senior Vp, Cfo) $367,146 $0 $89,007
Donna Mcneely (Senior Vp, Investments & Insurance Services) $326,838 $0 $59,399
Toni Daniels (Senior Vp, Administration) $317,958 $0 $61,940
Sana Saleh (Senior Vp, Member Services) $280,828 $0 $7,687
Lizbeth Condercuri (Director, Corporation Projects) $265,199 $0 $9,776
Glen Chrzas (Vp, Systems & Technology) $224,307 $0 $25,027
Kirk Joseph Bowren (Director Of Sponsor Relations) $180,476 $0 $25,881
James Ritter (Vp, Commercial Loan Services) $176,170 $0 $31,385
Kelly Karen (Investment Rep/Consultant) $169,797 $0 $17,922
Gary Holmen (Director) $1,057 $0 $0
James Andersen (Director) $1,034 $0 $0
Larry Colson (Vice Chair) $926 $0 $0
Roger Lubig (Director) $907 $0 $0
William Cole (Secretary/Treasurer) $801 $0 $0
Eric Goldner (Chair) $687 $0 $0
S Lawrence Hoke (Director) $0 $0 $0
John De Vere (Director) $0 $0 $0
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990
Filed on Nov. 24, 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
$54,323,593
Expenses
$40,775,049
Net Income
$13,548,544
Net Assets
$142,876,844
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,413,432
89.1%
Investment Income $2,233,448
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $400,186
0.7%
Net Fundraising $0
Sales of Assets $1,226,527
2.3%
Net Inventory Sales $0
Other Revenue $2,050,000
3.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,153,226
15.1%
Professional Fundraising Fees $0
Other Salaries and Wages $8,638,550
21.2%
Assets/Debt
Total Assets $1,519,729,084
Total Liabilities $1,376,852,240
Net Assets $142,876,844
Compensation
Key Employees and Officers Compensation Related Other
John M Merlo (President/Ceo) $4,162,553 $0 $1,167,845
Marjorie Mcnaught (Senior Vp, Lending & Collections) $494,575 $0 $632,350
W Brad Cunningham (Senior Vp, Cfo) $312,747 $0 $37,418
Sana Saleh (Senior Vp, Member Services) $302,141 $0 $10,490
Donna Mcneely (Senior Vp, Investments & Insurance Services) $269,446 $0 $26,083
Toni Daniels (Senior Vp, Administration) $219,782 $0 $13,314
Lizbeth Condercuri (Senior Vp, Corp Services) $208,080 $0 $8,457
James Ritter (Vp, Commercial Loan Services) $206,659 $0 $44,644
Glen Chrzas (Vp, Systems & Technology) $194,757 $0 $31,464
Kelly Karen (Investment Rep/Consultant) $156,283 $0 $21,551
Alex Matsumura (Financial Advisor) $155,194 $0 $26,353
Jason Lee (Financial Advisor) $139,120 $0 $26,865
James Andersen (Director) $3,056 $0 $0
William Cole (Secretary/Treasurer) $2,773 $0 $0
Roger Lubig (Director) $2,760 $0 $0
Larry Colson (Vice Chair) $2,711 $0 $0
Gary Holmen (Director) $2,687 $0 $0
S Lawrence Hoke (Director) $2,585 $0 $0
Eric Goldner (Chair) $2,303 $0 $0
John De Vere (Director) $0 $0 $0
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990
Filed on Nov. 20, 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
$60,597,008
Expenses
$50,230,837
Net Income
$10,366,171
Net Assets
$129,359,027
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,843,365
82.3%
Investment Income $1,913,355
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $436,934
0.7%
Net Fundraising $0
Sales of Assets $1,912,877
3.2%
Net Inventory Sales $0
Other Revenue $6,490,477
10.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,398,971
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $12,178,215
24.2%
Assets/Debt
Total Assets $1,468,527,192
Total Liabilities $1,339,168,165
Net Assets $129,359,027

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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,250,982
Expenses
$62,376,498
Net Income
$2,874,484
Net Assets
$112,470,217
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,877,013
94.8%
Investment Income $1,429,571
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $417,219
0.6%
Net Fundraising $0
Sales of Assets $1,527,179
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,349,055
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $9,263,220
14.9%
Assets/Debt
Total Assets $1,300,705,890
Total Liabilities $1,188,235,673
Net Assets $112,470,217

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
PDF (2 of 2)

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