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Adelfi Credit Union

  • Brea, CA
  • Tax-exempt since March 1965
  • EIN: 95-6111723

Organization summary

Type of Nonprofit

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

Category: Public, Society Benefit — Multipurpose and Other / Credit Unions (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$32.6M (2023)

Expenses
$31.3M (2023)

Total Assets
$569M (2023)

Total Liabilities
$480M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,611,638
Expenses
$31,295,089
Net Income
$1,316,549
Net Assets
$89,193,377
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,268,198
86.7%
Investment Income $4,343,440
13.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,722,497
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $7,244,988
23.2%
Assets/Debt
Total Assets $568,720,887
Total Liabilities $479,527,510
Net Assets $89,193,377
Compensation
Key Employees and Officers Compensation Related Other
Abel Luis Pomar (President Ceo) $824,550 $0 $49,634
Nicolette Harms (Svp Cfo) $434,688 $0 $47,865
Bentley Hatcher (Svp Chief Lending Officer) $434,524 $0 $45,504
Charles Kelly (Svp Chief Technology Officer) $327,824 $0 $43,893
Susan Rushing (Svp Chief Risk Officer) $317,522 $0 $25,613
Jimmy Lee (Svp Chief Marketing Officer) $299,328 $0 $41,485
Brian Constable (Vp Enterprise Banking) $258,051 $0 $41,834
David Steven (Director Of Participation Operations) $239,764 $0 $15,659
Heath Burke (Vp Information Technology) $202,467 $0 $41,114
Dianna Reynolds (Vp Compliance And Internal Controls) $195,565 $0 $19,476
Wilhelmina Salcedo (Vp Accounting) $189,547 $0 $36,543
Carey Price (Svp Chief Banking Officer) $72,979 $0 $3,270
Robert Todd Anderson (Treasurer, Director) $6,294 $0 $0
Christopher Montes (Vice Chair, Director) $4,788 $0 $0
Graham Crain (Chairman, Director) $0 $0 $0
John Bastian (Secretary, Director) $0 $0 $0
Joshua Guttau (Director) $0 $0 $0
Sebastian Igreti (Director) $0 $0 $0
Jeremy Anderson (Director) $0 $0 $0
Hal Hoxie (Director) $0 $0 $0
Hilda Kennedy (Director) $0 $0 $0
Dave Walker (Director) $0 $0 $0
Caryn Ryan (Secretary, Director (Retired Dec23)) $0 $0 $0
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990
Filed on July 29, 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
$55,925,105
Expenses
$26,687,502
Net Income
$29,237,603
Net Assets
$89,247,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,738,707
40.7%
Investment Income $1,976,280
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,610,224
2.9%
Net Fundraising $0
Sales of Assets $29,599,894
52.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,115,667
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $7,477,685
28.0%
Assets/Debt
Total Assets $574,129,929
Total Liabilities $484,882,336
Net Assets $89,247,593
Compensation
Key Employees and Officers Compensation Related Other
Gregory C Talbott (Svp/Cfo) $742,536 $0 $43,712
Abel Luis Pomar (President/Ceo) $654,006 $0 $41,212
Joel Santiago (Senior Relationship Manager) $455,252 $0 $24,891
Bentley Hatcher (Svp, Chief Lending Officer) $420,687 $0 $43,056
Charles Kelly (Svp, Chief Technology And Operations Officer) $336,789 $0 $38,131
Susan B Rushing (Svp, Chief Risk Officer) $322,653 $0 $19,664
Brian Constable (Vp, Enterprise Banking) $261,295 $0 $36,630
Jimmy Lee (Svp, Chief Marketing Officer) $255,209 $0 $31,009
Gilbert Walden (Senior Relationship Manager) $249,800 $0 $40,365
James Babbage (Director Of Commercial Banking) $231,466 $0 $33,623
Heath Burke (Vp Information Technology) $205,255 $0 $35,493
Nicolette Harms (Svp/Cfo) $101,307 $0 $10,553
R Todd Anderson (Treasurer, Director) $6,294 $0 $0
Holly Culhane (Vice Chair, Director) $1,659 $0 $0
Van E Elliott (Director) $1,378 $0 $0
Caryn Ryan (Secretary, Director) $0 $0 $0
Graham Crain (Chairman, Director) $0 $0 $0
Sebastian Igreti (Director) $0 $0 $0
Joshua Guttau (Director) $0 $0 $0
Christopher Montes (Vice Chair, Director) $0 $0 $0
Jeremy Anderson (Director) $0 $0 $0
John Bastian (Secretary, Director) $0 $0 $0
Hal Hoxie (Director) $0 $0 $0
Hilda Kennedy (Director) $0 $0 $0
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990
Filed on Aug. 23, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,833,894
Expenses
$23,029,866
Net Income
$5,804,028
Net Assets
$61,545,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,473,144
81.4%
Investment Income $1,104,978
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,255,772
14.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,496,998
10.8%
Professional Fundraising Fees $0
Other Salaries and Wages $7,018,344
30.5%
Assets/Debt
Total Assets $581,626,285
Total Liabilities $520,080,665
Net Assets $61,545,620
Compensation
Key Employees and Officers Compensation Related Other
Abel Luis Pomar (President/Ceo) $422,902 $0 $46,141
Gregory C Talbott (Svp/Cfo) $297,683 $0 $48,841
Charles Kelly (Svp, Chief Technology And Operations Officer) $257,705 $0 $37,166
Bentley Hatcher (Svp, Chief Lending Officer) $250,745 $0 $28,905
Susan B Rushing (Svp, Chief Risk Officer) $249,299 $0 $19,213
Sheri Valadez (Director Of Loan Servicing) $223,801 $0 $29,965
Brian Constable (Vp, Enterprise Banking) $215,269 $0 $35,900
Christopher Hernandez (Senior Relationship Manager) $187,989 $0 $45,840
Paul Fritz (Senior Member Experience Analyst) $187,921 $0 $37,042
James Babbage (Director Of Commercial Banking) $184,242 $0 $33,128
R Todd Anderson (Treasurer, Director) $6,294 $0 $0
Van E Elliott (Chairman, Director) $5,510 $0 $0
Holly Culhane (Vice Chair, Director) $3,317 $0 $0
C Richard Ferree (Director) $2,635 $0 $0
Samuel C Wolgemuth (Director) $1,685 $0 $0
Graham Crain (Secretary, Director, Chairman) $0 $0 $0
Caryn Ryan (Secretary, Director) $0 $0 $0
Sebastian Igreti (Director) $0 $0 $0
Joshua Guttau (Director) $0 $0 $0
Christopher Montes (Director) $0 $0 $0
Jeremy Anderson (Director) $0 $0 $0
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990
Filed on May 26, 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
$25,320,189
Expenses
$27,973,244
Net Income
-$2,653,055
Net Assets
$56,184,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,018,795
83.0%
Investment Income $1,962,790
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,338,604
9.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,677,660
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $5,898,493
21.1%
Assets/Debt
Total Assets $662,356,232
Total Liabilities $606,171,271
Net Assets $56,184,961
Compensation
Key Employees and Officers Compensation Related Other
Abel L Pomar (President/Ceo) $442,480 $0 $45,078
Charles Kelly (Svp, Chief Technology And Operations Officer) $348,952 $0 $37,720
Gregory C Talbott (Svp/Cfo) $342,275 $0 $47,578
Mark Middlebrook (Svp, Chief Marketing Officer) $273,556 $0 $25,055
Susan B Rushing (Svp, Chief Risk Officer) $272,550 $0 $21,198
Brian Constable (Vp, Enterprise Banking) $249,615 $0 $36,789
Jeanie Graubner (Vp Accounting) $191,404 $0 $31,130
Heath Burke (Vp Information Technology) $179,475 $0 $40,058
Kendall Benson (Vp Credit Manager) $178,034 $0 $30,295
James Babbage (Director Of Ministry Development) $173,828 $0 $32,371
C Richard Ferree (Secretary, Director) $6,324 $0 $0
R Todd Anderson (Director) $6,294 $0 $0
Van E Elliott (Chairman, Director) $5,510 $0 $0
Samuel C Wolgemuth (Vice Chairman, Director) $4,045 $0 $0
Holly Culhane (Vice Chairman, Director) $3,317 $0 $0
Jeremy Moser (Treasurer, Director) $0 $0 $0
Caryn Ryan (Director) $0 $0 $0
Graham Crain (Secretary, Director) $0 $0 $0
Sebastian Igreti (Director) $0 $0 $0
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990
Filed on July 19, 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
$23,691,402
Expenses
$30,400,545
Net Income
-$6,709,143
Net Assets
$57,676,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,032,584
71.9%
Investment Income $3,972,905
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,685,913
11.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,587,836
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $5,747,373
18.9%
Assets/Debt
Total Assets $715,897,899
Total Liabilities $658,221,733
Net Assets $57,676,166
Compensation
Key Employees and Officers Compensation Related Other
Abel L Pomar (President/Ceo) $426,230 $0 $32,728
Patricia Staples (Svp, Chief Credit Officer) $292,022 $0 $21,149
Mark Middlebrook (Svp, Chief Marketing Officer) $287,390 $0 $23,176
Gregory C Talbott (Svp/Cfo) $286,229 $0 $35,229
Brian Constable (Vp, Enterprise Banking) $228,213 $0 $20,998
Susan B Rushing (Svp, Chief Risk Officer) $223,225 $0 $12,844
Charles Kelly (Svp, Chief Technology And Operations Officer) $198,794 $0 $20,060
Jeanie Graubner (Vp Accounting) $163,514 $0 $24,053
Heath Burke (Vp Information Technology) $153,154 $0 $31,812
Dianna Reynolds (Director Of Compliance & Internal Controls) $149,543 $0 $12,426
David Steven (Director Of Participation Operations) $137,561 $0 $11,560
Thomas Honan (Svp, Chief Technology And Operations) $16,471 $0 $3,274
C Richard Ferree (Secretary, Director) $6,324 $0 $0
R Todd Anderson (Director) $6,294 $0 $0
Van E Elliott (Chairman, Director) $5,510 $0 $0
Samuel C Wolgemuth (Vice Chairman, Director) $4,045 $0 $0
Holly Culhane (Director) $3,317 $0 $0
Jeremy Moser (Treasurer, Director) $0 $0 $0
Caryn Ryan (Director) $0 $0 $0
Graham Crain (Director) $0 $0 $0
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990
Filed on Oct. 8, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,023,913
Expenses
$35,125,319
Net Income
-$2,101,406
Net Assets
$63,976,057
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,588,523
80.5%
Investment Income $3,552,333
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,883,057
8.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,912,270
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $7,913,375
22.5%
Assets/Debt
Total Assets $703,154,962
Total Liabilities $639,178,905
Net Assets $63,976,057
Compensation
Key Employees and Officers Compensation Related Other
Abel L Pomar (President/Ceo) $505,071 $0 $34,816
Gregory C Talbott (Svp/Cfo) $339,559 $0 $37,416
Donald Hughes (Vp Credit) $318,398 $0 $15,576
Patricia Staples (Svp & Chief Credit Officer) $273,210 $0 $25,692
Susan B Rushing (Svp & Coo/Cro) $270,726 $0 $18,261
Thomas Honan (Svp & Chief Information Officer) $244,549 $0 $46,502
Michael R Boblit (Director Of Sales, Church & Ministries) $218,629 $0 $16,589
Randy Marsh (Special Assets Relationship Manager) $204,512 $0 $17,418
Gary L Kehr (Senior Rm Lending) $198,643 $0 $12,976
Jeanie Graubner (Vp Accounting) $189,727 $0 $30,542
Mark Middlebrook (Svp & Chief Marketing Officer) $123,755 $0 $11,627
C Richard Ferree (Secretary, Director) $6,324 $0 $0
R Todd Anderson (Director) $6,294 $0 $0
Van E Elliott (Chairman, Director) $5,510 $0 $0
Samuel C Wolgemuth (Vice Chairman, Director) $4,045 $0 $0
Holly Culhane (Director) $3,317 $0 $0
Jeremy Moser (Treasurer, Director) $0 $0 $0
Caryn Ryan (Director) $0 $0 $0
Graham Crain (Director) $0 $0 $0
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990
Filed on July 29, 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
$37,066,903
Expenses
$33,455,849
Net Income
$3,611,054
Net Assets
$66,388,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,370,663
87.3%
Investment Income $2,288,336
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,407,904
6.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,522,186
7.5%
Professional Fundraising Fees $0
Other Salaries and Wages $8,055,405
24.1%
Assets/Debt
Total Assets $780,188,859
Total Liabilities $713,799,862
Net Assets $66,388,997
Compensation
Key Employees and Officers Compensation Related Other
Abel L Pomar (President/Ceo) $441,363 $0 $27,897
Gregory C Talbott (Svp/Cfo) $267,103 $0 $33,506
Michael R Boblit (Director Of Sales, Church & Ministries) $250,876 $0 $26,890
Aaron Herr (Director Of Consumer Lending) $242,198 $0 $28,058
Thomas Honan (Svp & Chief Information Officer) $235,590 $0 $47,599
Susan B Rushing (Svp & Coo/Cro) $234,934 $0 $14,866
Donald Hughes (Vp Credit) $231,426 $0 $43,155
Joseph Graham (Mdo Relationship Mgt Specialist) $209,697 $0 $28,808
Gary L Kehr (Senior Rm Lending) $202,869 $0 $21,237
Patricia Staples (Svp & Chief Credit Officer) $177,876 $0 $19,942
Mark G Holbrook (President/Ceo (Former)) $136,559 $0 $0
C Richard Ferree (Secretary, Director) $6,324 $0 $0
Van E Elliott (Chairman, Director) $5,510 $0 $0
Samuel C Wolgemuth (Vice Chairman, Director) $4,045 $0 $0
Carl Moeller (Director) $3,587 $0 $0
Holly Culhane (Director) $3,317 $0 $0
R Todd Anderson (Director) $3,147 $0 $0
Jeremy Moser (Treasurer, Director) $1,310 $0 $0
Jack Russ (Treasurer, Director) $1,013 $0 $0
Kenneth N Von Rohr (Director) $0 $0 $0
Caryn Ryan (Director) $0 $0 $0
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990
Filed on July 13, 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
$42,074,839
Expenses
$39,087,895
Net Income
$2,986,944
Net Assets
$62,806,803
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,436,900
89.0%
Investment Income $1,756,388
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,881,551
6.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,151,269
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $10,274,311
26.3%
Assets/Debt
Total Assets $814,436,197
Total Liabilities $751,629,394
Net Assets $62,806,803
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Abel L Pomar (President/ Ceo) $411,745 $0 $28,059
Tim Lewison (Vp Portfolio Manager) $229,093 $0 $10,476
James Kettler Griffiths (Director Of Member Experience) $212,435 $0 $25,160
Michael R Boblit (Director Of Sales, Church & Ministries) $204,579 $0 $24,805
Gary L Kehr (Regional Director, Lending) $198,380 $0 $19,514
Susan B Rushing (Svp & Coo/Cro) $195,783 $0 $13,017
Paul A Schmidhauser (Associate General Counsel) $189,953 $0 $29,126
Thomas Honan (Svp & Chief Information Officer) $188,686 $0 $38,443
Gregory C Talbott (Chief Financial Officer) $176,365 $0 $23,939
Mark G Holbrook (President/ Ceo) $135,409 $0 $0
Robert Nolin (Evp & Chief Credit Officer) $95,970 $0 $13,839
Robert M Mc Dougall (Evp & Chief Lending Officer) $53,030 $0 $6,642
C Richard Ferree (Secretary, Director) $6,324 $0 $0
Van E Elliott (Chairman, Director) $5,510 $0 $0
Carl Moeller (Director) $4,782 $0 $0
Samuel C Wolgemuth (Vice Chairman, Director) $4,045 $0 $0
Holly Culhane (Director) $3,317 $0 $0
Jack Russ (Treasurer, Director) $3,040 $0 $0
Kenneth N Von Rohr (Director) $1,525 $0 $0
James Le Pere (Director) $1,146 $0 $0
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990
Filed on Aug. 1, 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
$40,539,408
Expenses
$55,020,876
Net Income
-$14,481,468
Net Assets
$59,798,006
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,094,155
86.6%
Investment Income $1,445,360
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,999,893
9.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,956,741
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $10,735,616
19.5%
Assets/Debt
Total Assets $900,486,682
Total Liabilities $840,688,676
Net Assets $59,798,006
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mark G Holbrook (President/Ceo) $505,167 $0 $30,140
Robert M Mc Dougall (Evp & Chief Lending Officer) $356,131 $0 $37,546
Abel L Pomar (Interim Ceo, Evp/Coo) $355,629 $0 $27,112
Robert Nolin (Evp & Chief Credit Officer) $237,756 $0 $32,037
Paul A Schmidhauser (Associate General Counsel) $228,403 $0 $33,511
Tim Lewison (Vp Participations) $209,506 $0 $28,395
Gary L Kehr (Regional Director, Lending) $188,367 $0 $20,500
Michael R Boblit (Director Of Sales, Church & Ministries) $185,473 $0 $23,463
Donald G Hughes (Vp Credit) $183,534 $0 $22,849
Michael L Koch (Svp/Cfo) $166,838 $0 $12,680
Susan B Rushing (Svp Operations) $162,915 $0 $12,903
Steven M Worthington (Evp & Chief Credit Officer) $147,276 $0 $7,747
C Richard Ferree (Secretary, Director) $6,324 $0 $0
Van E Elliott (Chairman, Secretary, Director) $5,510 $0 $0
Samuel C Wolgemuth (Vice Chairman, Director) $4,045 $0 $0
James Le Pere (Chairman, Director) $3,438 $0 $0
Holly Culhane (Director) $3,317 $0 $0
Jack Russ (Treasurer, Director) $3,040 $0 $0
Carl Moeller (Director) $2,496 $0 $0
Edward A Smith (Director) $814 $0 $0
Kenneth N Von Rohr (Director) $761 $0 $0
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990
Filed on Aug. 2, 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
$49,086,104
Expenses
$68,063,128
Net Income
-$18,977,024
Net Assets
$74,255,696
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,206,909
92.1%
Investment Income $1,898,578
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,980,617
4.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,422,381
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $15,593,029
22.9%
Assets/Debt
Total Assets $1,001,217,465
Total Liabilities $926,961,769
Net Assets $74,255,696
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mark G Holbrook (President/Ceo) $576,467 $0 $41,752
Steven M Worthington (Evp & Chief Credit Officer) $267,777 $0 $22,886
Michael L Koch (Svp/Cfo) $240,766 $0 $32,791
Stephen C Eckberg (Svp Human Resources) $228,487 $0 $30,572
Tim Lewison (Vp Participations) $216,868 $0 $27,879
Paul A Schmidhauser (Assoc General Counsel) $214,381 $0 $32,328
Donald G Hughes (Regional Director Lending) $184,571 $0 $23,650
Susan B Rushing (Vp Banking & Payment Systems) $183,644 $0 $13,158
Scott R Yi (Evp Coo & General Counsel) $144,796 $0 $0
Abel L Pomar (Evp/Coo) $136,388 $0 $8,231
C Richard Ferree (Director) $6,324 $0 $0
Van E Elliott (Secretary, Director) $5,510 $0 $0
Samuel C Wolgemuth (Vice Chairman, Director) $4,045 $0 $0
James Le Pere (Chairman, Director) $3,438 $0 $0
Holly Culhane (Director) $3,317 $0 $0
Jack Russ (Treasurer, Director) $3,040 $0 $0
Edward A Smith (Director) $1,954 $0 $0
Kenneth N Von Rohr (Director) $608 $0 $0
Carl Moeller (Director) $0 $0 $0
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990
Filed on Nov. 4, 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
$65,054,663
Expenses
$59,981,029
Net Income
$5,073,634
Net Assets
$91,781,175
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,361,726
92.8%
Investment Income $1,946,569
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,746,368
4.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,995,317
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $16,372,593
27.3%
Assets/Debt
Total Assets $1,074,768,625
Total Liabilities $982,987,450
Net Assets $91,781,175
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mark Holbrook (President/Ceo) $557,060 $0 $46,823
Robert Yi (Evp Coo & General Counsel) $334,300 $0 $37,978
Steven Worthington (Evp & Chief Credit Officer) $283,513 $0 $22,665
Alan Weisenberger (Vp Technology Services) $265,899 $0 $16,434
Michael Koch (Svp/Cfo) $255,098 $0 $29,300
Tim Lewison (Vp Participations) $225,837 $0 $35,995
Stephen Eckberg (Svp Human Resources) $217,692 $0 $20,229
Paul Schmidhauser (Assoc General Counsel) $213,277 $0 $29,004
Donald Hughes (Regional Director Lending) $208,301 $0 $19,630
Susan Rushing (Vp Banking & Payment Systems) $200,970 $0 $12,535
Kent Schrock (Director Of Reo) $200,171 $0 $30,835
Richard Ferree (Director) $6,851 $0 $0
Van Elliott (Vice Chairman, Secretary, Director) $5,969 $0 $0
Cliff Benzel (Secretary, Director) $5,484 $0 $0
Samuel Wolgemuth (Vice Chairman, Director) $4,045 $0 $0
Jim Le Pere (Chairman, Director) $3,658 $0 $0
Jack Russ (Treasurer, Director) $3,174 $0 $0
Edward Smith (Director) $2,117 $0 $0
Holly Culhane (Director) $1,901 $0 $0
Ken Von Rohr (Director) $0 $0 $0
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990
Filed on Aug. 12, 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
$72,034,721
Expenses
$69,635,991
Net Income
$2,398,730
Net Assets
$89,168,144
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,721,370
92.6%
Investment Income $2,263,949
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,049,402
4.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,671,329
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $17,288,669
24.8%
Assets/Debt
Total Assets $1,084,610,502
Total Liabilities $995,442,358
Net Assets $89,168,144

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
$70,176,391
Expenses
$90,748,933
Net Income
-$20,572,542
Net Assets
$86,650,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,176,391
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,953,540
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $14,978,019
16.5%
Assets/Debt
Total Assets $1,144,321,418
Total Liabilities $1,057,671,089
Net Assets $86,650,329

Document Links

990

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

PDF
PDF (2 of 2)

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