Skip to content
Nonprofiteer
← CREDIT UNIONS IN THE STATE OF CALIFORNIA

Form 990 for tax year 2023

Filed by CREDIT UNIONS IN THE STATE OF CALIFORNIA.

Totals

Total revenue
$40,865,548
Total expenses
$38,489,692
Contributions and grants received
$0
Grants paid
$390,510
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

  • DONNA RHODY

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • ALAN HANSEN

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • RALPH FINELLI

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SURYA TURAGA

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA ALUMBAUGH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS EKREN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK HANSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALAN RABY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEVIN MCALPINE

    SUPV CMTE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • MIKE UHRI

    SUPV CMTE SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LAURA GOLDING

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BANSAL DEEPJA

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KIM CAMPBELL

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN DORCY

    PRESIDENT/CEO

    Total calculated
    $591,007
    From this org
    $539,320
    From related orgs
    $0
    Other
    $51,687
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $435,756
    Bonus
    $100,000
    Other
    $3,564
    Deferred
    $25,447
    Nontaxable benefits
    $26,240
    Filer's total
    $591,007

  • DEBORAH SUNDERMAN

    EXECUTIVE VP

    Total calculated
    $375,312
    From this org
    $321,083
    From related orgs
    $0
    Other
    $54,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,284
    Bonus
    $35,259
    Other
    $540
    Deferred
    $17,657
    Nontaxable benefits
    $36,572
    Filer's total
    $375,312

  • RICHARD WALTER

    SVP, RETAIL EXPERIENCE

    Total calculated
    $249,161
    From this org
    $235,313
    From related orgs
    $0
    Other
    $13,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,934
    Bonus
    $24,960
    Other
    $419
    Deferred
    $9,313
    Nontaxable benefits
    $4,535
    Filer's total
    $249,161

  • JACKIE HOWARD

    VP, LENDING

    Total calculated
    $278,844
    From this org
    $234,861
    From related orgs
    $0
    Other
    $43,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,915
    Bonus
    $25,872
    Other
    $2,074
    Deferred
    $14,608
    Nontaxable benefits
    $29,375
    Filer's total
    $278,844

  • KELLY BURKE

    VP, OPERATIONS

    Total calculated
    $248,577
    From this org
    $221,850
    From related orgs
    $0
    Other
    $26,727
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,173
    Bonus
    $17,794
    Other
    $883
    Deferred
    $13,062
    Nontaxable benefits
    $13,665
    Filer's total
    $248,577

  • HECTOR ESPINOZA

    VP, RISK MANAGEMENT

    Total calculated
    $208,801
    From this org
    $191,533
    From related orgs
    $0
    Other
    $17,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,755
    Bonus
    $21,404
    Other
    $374
    Deferred
    $3,848
    Nontaxable benefits
    $13,420
    Filer's total
    $208,801

  • TIM FURLONG

    VP, FINANCE

    Total calculated
    $226,362
    From this org
    $173,856
    From related orgs
    $0
    Other
    $52,506
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,294
    Bonus
    $20,734
    Other
    $828
    Deferred
    $11,165
    Nontaxable benefits
    $41,341
    Filer's total
    $226,362

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4B
THE CREDIT UNION HAS AN ELIGIBLE, NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EXECUTIVES UNDER IRC SECTION 457(B).

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.

  • EXCITE FOUNDATION

    501(C)(3) · CHARITABLE ORGANIZATION · CA

    Directly controlled by EXCITE CREDIT UNION(FKA ALLIANCE CREDIT UNION)

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423179349306787

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

The source document this was parsed from is served over the API, which is where bulk and document access live.