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Nonprofiteer
← CREDIT UNION OF SOUTHERN CALIFORNIA

Form 990 for tax year 2022

Filed by CREDIT UNION OF SOUTHERN CALIFORNIA.

Totals

Total revenue
$120,210,205
Total expenses
$94,299,060
Contributions and grants received
$0
Grants paid
$532,973
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • ROBYN BJORKLUND

    CHAIRPERSON

    Total calculated
    $1,657
    From this org
    $1,657
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CHRIS GEORGE

    VICE CHAIRPERSON

    Total calculated
    $1,848
    From this org
    $1,848
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ELIZABETH CAMP

    TREASURER

    Total calculated
    $1,662
    From this org
    $1,662
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOHN ROSENBERGER

    SECRETARY

    Total calculated
    $2,622
    From this org
    $2,622
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • PAUL MOORE

    DIRECTOR

    Total calculated
    $4,088
    From this org
    $4,088
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DAWNNA LAWRENCE

    DIRECTOR

    Total calculated
    $1,652
    From this org
    $1,652
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DONA MOSELEY

    DIRECTOR

    Total calculated
    $959
    From this org
    $959
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • GIL RODRIGUEZ

    DIRECTOR

    Total calculated
    $1,560
    From this org
    $1,560
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CHRIS STONE

    DIRECTOR

    Total calculated
    $4,460
    From this org
    $4,460
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CONNIE ZAPPONE

    DIRECTOR

    Total calculated
    $624
    From this org
    $624
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JUDY MILLER

    SUPV CMTE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • GREG KELLEY

    SUPV CMTE MEMBER

    Total calculated
    $1,821
    From this org
    $1,821
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ED PAUL

    SUPV CMTE MEMBER

    Total calculated
    $758
    From this org
    $758
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ROSIE ROBINSON

    SUPV CMTE MEMBER

    Total calculated
    $1,483
    From this org
    $1,483
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BOB TOOHEY

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVE YAMASHITA

    SUPV CMTE MEMBER

    Total calculated
    $1,486
    From this org
    $1,486
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DAVE GUNDERSON

    PRESIDENT/CEO

    Total calculated
    $3,237,390
    From this org
    $3,186,545
    From related orgs
    $0
    Other
    $50,845
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $709,051
    Bonus
    $389,003
    Other
    $2,088,491
    Deferred
    $25,509
    Nontaxable benefits
    $25,336
    Filer's total
    $3,237,390

  • KATSU DURST

    CFO

    Total calculated
    $402,530
    From this org
    $379,832
    From related orgs
    $0
    Other
    $22,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,589
    Bonus
    $111,723
    Other
    $2,520
    Deferred
    $22,048
    Nontaxable benefits
    $650
    Filer's total
    $402,530

  • SUZANNE KISSLAN

    COO

    Total calculated
    $524,548
    From this org
    $496,450
    From related orgs
    $0
    Other
    $28,098
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $335,636
    Bonus
    $156,614
    Other
    $4,200
    Deferred
    $19,775
    Nontaxable benefits
    $8,323
    Filer's total
    $524,548

  • ALISSA GUERRERO

    CAO

    Total calculated
    $428,002
    From this org
    $385,707
    From related orgs
    $0
    Other
    $42,295
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,634
    Bonus
    $143,924
    Other
    $3,149
    Deferred
    $19,049
    Nontaxable benefits
    $23,246
    Filer's total
    $428,002

  • MICHELLE HUNTER

    CCXO

    Total calculated
    $441,090
    From this org
    $375,243
    From related orgs
    $0
    Other
    $65,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,397
    Bonus
    $125,389
    Other
    $4,457
    Deferred
    $18,468
    Nontaxable benefits
    $47,379
    Filer's total
    $441,090

  • KENNETH DOWNS

    CIO

    Total calculated
    $383,648
    From this org
    $344,184
    From related orgs
    $0
    Other
    $39,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,798
    Bonus
    $95,015
    Other
    $4,371
    Deferred
    $20,332
    Nontaxable benefits
    $19,132
    Filer's total
    $383,648

  • KEVIN PENDERGRAFT

    ADVISORY

    Total calculated
    $517,372
    From this org
    $505,772
    From related orgs
    $0
    Other
    $11,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $505,772
    Deferred
    $11,600
    Nontaxable benefits
    $0
    Filer's total
    $517,372

  • PETER PUTNAM

    SVP TREASURY

    Total calculated
    $382,541
    From this org
    $350,803
    From related orgs
    $0
    Other
    $31,738
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,167
    Bonus
    $7,000
    Other
    $636
    Deferred
    $20,130
    Nontaxable benefits
    $11,608
    Filer's total
    $382,541

  • SEVAN YAKINIAN

    SVP MBR SVS & PYMT SYSTEMS

    Total calculated
    $276,367
    From this org
    $259,157
    From related orgs
    $0
    Other
    $17,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,667
    Bonus
    $63,137
    Other
    $353
    Deferred
    $16,560
    Nontaxable benefits
    $650
    Filer's total
    $276,367

  • KATIE MARIE SMITH

    SVP HUMAN RESOURCES

    Total calculated
    $268,169
    From this org
    $254,320
    From related orgs
    $0
    Other
    $13,849
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,846
    Bonus
    $61,122
    Other
    $352
    Deferred
    $13,199
    Nontaxable benefits
    $650
    Filer's total
    $268,169

  • AARON YOUNG

    SVP BRANCH OPERATIONS

    Total calculated
    $273,906
    From this org
    $250,120
    From related orgs
    $0
    Other
    $23,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,003
    Bonus
    $55,507
    Other
    $610
    Deferred
    $15,789
    Nontaxable benefits
    $7,997
    Filer's total
    $273,906

  • MICHAEL CRUZ

    SVP RISK MANAGEMENT

    Total calculated
    $231,023
    From this org
    $221,622
    From related orgs
    $0
    Other
    $9,401
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,741
    Bonus
    $22,500
    Other
    $381
    Deferred
    $2,422
    Nontaxable benefits
    $6,979
    Filer's total
    $231,023

  • DAREN LINHARES

    SVP LENDING

    Total calculated
    $218,059
    From this org
    $200,642
    From related orgs
    $0
    Other
    $17,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,260
    Bonus
    $25,094
    Other
    $288
    Deferred
    $12,088
    Nontaxable benefits
    $5,329
    Filer's total
    $218,059

  • ERIC DAY

    SVP BOARD ADVOCACY & STRATEGIC INITIATIVE

    Total calculated
    $167,445
    From this org
    $160,980
    From related orgs
    $0
    Other
    $6,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,826
    Bonus
    $15,500
    Other
    $5,654
    Deferred
    $5,815
    Nontaxable benefits
    $650
    Filer's total
    $167,445

  • ORLANDO CEPEIDA

    COMMERCIAL LOAN OFFICER

    Total calculated
    $440,928
    From this org
    $429,328
    From related orgs
    $0
    Other
    $11,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $68,205
    Bonus
    $360,963
    Other
    $160
    Deferred
    $11,600
    Nontaxable benefits
    $0
    Filer's total
    $440,928

  • MICHAEL GENNAWEY

    PRODUCING PROGRAM MANAGER

    Total calculated
    $403,414
    From this org
    $381,923
    From related orgs
    $0
    Other
    $21,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $38,710
    Bonus
    $343,181
    Other
    $32
    Deferred
    $19,014
    Nontaxable benefits
    $2,477
    Filer's total
    $403,414

  • RYAN GALLO

    PRODUCING PROGRAM MANAGER

    Total calculated
    $380,618
    From this org
    $340,317
    From related orgs
    $0
    Other
    $40,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $34,961
    Bonus
    $305,322
    Other
    $34
    Deferred
    $18,209
    Nontaxable benefits
    $22,092
    Filer's total
    $380,618

  • PAUL JARIABEK

    VP ENGINEERING & CISO

    Total calculated
    $266,295
    From this org
    $239,098
    From related orgs
    $0
    Other
    $27,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,923
    Bonus
    $29,100
    Other
    $1,075
    Deferred
    $5,863
    Nontaxable benefits
    $21,334
    Filer's total
    $266,295

  • PATRICIA HOLCOMB

    VP INFORMATION TECHNOLOGY

    Total calculated
    $246,979
    From this org
    $227,894
    From related orgs
    $0
    Other
    $19,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,484
    Bonus
    $24,500
    Other
    $2,910
    Deferred
    $12,578
    Nontaxable benefits
    $6,507
    Filer's total
    $246,979

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINES 4A-B
ALL EXISTING 457B RETIREMENT PLANS AROSE FROM PRIOR MERGERS. THESE PLANS ARE OFFERED THROUGH CUNA, WHICH ALLOW EXECUTIVES TO DEFER A SPECIFIED AMOUNT OF THEIR PRE-TAX INCOME FOR INVESTMENT. THE PARTCIPANTS IN THE 457B PLAN ARE JEANNETTE BARTUS, ELOISA EDWARDS, ANATOLIA GURULE, TIMOTHY MCADAM, MABEL MORRIS, MIRIAM NEAL, KEVIN PENDERGRAFT AND LAURA POORE. THE CREDIT UNION ALSO OFFERS A 457(F) PLAN WHICH IS AN UNFUNDED DEFERRED COMPENSATION PLAN. DURING 2022 THE FOLLOWING RECEIVED A FINAL PAYOUT FROM THE 457(F) PLAN: DAVE GUNDERSON - $2,081,524.00 DURING 2022, KEVIN PENDERGRAFT (KEY EMPLOYEE) RECEIVED A SEVERANCE PAYMENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SOUTHERN CALIFORNIA HELPING HANDS

    501(C)(3) · COLLECTION OF CHARITABLE DONATIONS FROM EMPLOYEES AND GENERAL PUBLIC · CA

    Directly controlled by CREDIT UNION OF SOUTHERN CALIFORNIA

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202313069349302776

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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