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Nonprofiteer
← CALIFORNIA FEDERAL CREDIT UNION

Form 990 for tax year 2025

Filed by CALIFORNIA FEDERAL CREDIT UNION.

Totals

Total revenue
$260,469,150
Total expenses
$228,922,639
Contributions and grants received
$0
Grants paid
$362,027
Program service revenue
$192,007,262
Investment income
$43,297,232
Other revenue
$25,164,656
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: INTEREST ON LOANS

    total $171,710,610 · related or exempt $171,710,610

  • 2b · Program service revenue: FEE INCOME

    total $11,755,764 · related or exempt $11,620,221 · unrelated business $135,543

  • 2c · Program service revenue: OTHER OPERATING INCOME

    total $8,540,888 · related or exempt $7,751,274 · unrelated business $789,614

  • 3 · Investment income

    total $43,297,232 · related or exempt $43,297,232

  • 11a · Other revenue: OTHER NON-INTEREST INC

    total $24,530,541 · related or exempt $24,530,541

  • 11b · Other revenue: GAIN ON SALE OF LOANS

    total $634,115 · related or exempt $634,115

  • 11e · Other revenue, total

    $25,164,656

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $352,027

  • 2 · Grants to domestic individuals

    total $10,000

  • 5 · Compensation of officers, directors and key employees

    total $12,368,544

  • 7 · Other salaries and wages

    total $40,898,472

  • 8 · Pension plan contributions

    total $2,888,761

  • 9 · Other employee benefits

    total $7,069,473

  • 10 · Payroll taxes

    total $3,786,485

  • 11b · Fees: legal

    total $787,836

  • 11c · Fees: accounting

    total $207,594

  • 11g · Fees: other

    total $2,765,188

  • 12 · Advertising and promotion

    total $7,305,461

  • 13 · Office expenses

    total $14,690,272

  • 14 · Information technology

    total $13,454,317

  • 16 · Occupancy

    total $11,434,125

  • 17 · Travel

    total $1,118,286

  • 20 · Interest

    total $87,572,576

  • 22 · Depreciation, depletion and amortization

    total $8,438,582

  • 23 · Insurance

    total $169,573

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $4,719,367

  • 24b · Other expenses: LOAN SERVICING

    total $4,183,114

  • 24c · Other expenses: PROVISION FOR LOAN LOSS

    total $4,130,041

  • 24d · Other expenses: OPERATING FEES

    total $440,457

  • 24e · All other expenses

    total $132,088

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,857,382 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $589,215,080 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $16,023,001 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,002,038 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $112,896,965 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $953,103,761 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    beginning of year $3,213,834,397 · end of year $0

  • 14 · Intangible assets

    beginning of year $23,183,736 · end of year $0

  • 15 · Other assets

    beginning of year $72,265,314 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,139,283 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,664,831,151 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $314,411,240 · end of year $0

Mission and programs · 2025

Mission

A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, CALIFORNIA CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.

Activities or mission (Part I)

A COOPERATIVE ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.

  • WE CONCLUDED ANOTHER SUCCESSFUL YEAR SERVING OUR MEMBERS IN 2025.

  • AT CALIFORNIA CREDIT UNION, WE WERE PROUD TO CONTINUE SUPPORTING OUR MEMBERS AND COMMUNITIES BY HELPING THEM ACHIEVE THEIR FINANCIAL GOALS. ADDING NEW MEMBER VALUE HAS ALWAYS BEEN A KEY PRIORITY AND WE CONTINUED TO DELIVER AS WE WERE ONCE AGAIN CERTIFIED AS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI), A DESIGNATION ONLY GIVEN TO ORGANIZATIONS PROVEN TO PROVIDE FINANCIAL SERVICES IN COMMUNITIES THAT HAVE HISTORICALLY LACKED ACCESS TO TRADITIONAL BANKING SERVICES. WE CONTINUED TO OFFER OUR BANK ON CHECKING ACCOUNT WHICH IS A SAFE BANKING SOLUTION DESIGNED FOR PROSPECTIVE MEMBERS WHO MAY NOT QUALIFY FOR OTHER CHECKING ACCOUNT TYPES DUE TO THEIR PAST BANKING HISTORY AT OTHER FINANCIAL INSTITUTIONS. THIS PRODUCT IS FEATURED ON THE NATIONAL BANK ON WEBSITE, WHICH PROVIDES A DIRECT LINK TO OUR WEBSITE. IN 2025, OUR FINANCIAL LITERACY PROGRAMS REACHED 60,000 PROVIDING 40 FINANCIAL EDUCATION MODULES TO ALL MEMBERS AND WEBSITE VISITORS FOR FREE AS WELL AS OFFERING FINANCIAL LITERACY PROGRAMS IN PARTNERSHIP WITH GREENPATH FINANCIAL WELLNESS AND A BITE OF REALITY.

  • CALIFORNIA CREDIT UNION REMAINED COMMITTED TO SUPPORTING OUR COMMUNITIES BY INVESTING OVER $815,000 INTO NEW PARTNERSHIPS, EMPLOYEE VOLUNTEERISM AND INDUSTRY ADVOCACY OPPORTUNITIES. IN 2025, OUR EMPLOYEES SERVED AS VOLUNTEERS ON 21 EDUCATION AND COMMUNITY FOUNDATION BOARDS ACROSS SOUTHERN CALIFORNIA. AND, OUR STAFF CAME TOGETHER TO SUPPORT OPERATION GRATITUDE PUTTING TOGETHER CARE PACKAGES TO SUPPORT OUR MILITARY AND FIRST RESPONDERS, MARCH IN THE SAN DIEGO PRIDE FESTIVAL, DISTRIBUTE SCHOOL SUPPLIES, AND MUCH MORE.

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Walton Greene

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Pamela Fees

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Collier

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jeff Stone

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ted Fujimoto

    BOARD MEMBER

    Total calculated
    $1,188
    From this org
    $1,188
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Emmanuel Olaes

    BOARD MEMBER

    Total calculated
    $845
    From this org
    $845
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Marcia Wade

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Victor Hanson Former

    BOARD MEMBER - EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Janalyn Glymph

    SUPERVISORY COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • William Kaley

    SUPERVISORY COMMITTEE SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Guilbert Hentschke

    SUPERVISORY COMMITTEE MEMBER

    Total calculated
    $836
    From this org
    $836
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Scott J Svonkin

    SUPERVISORY COMMITTEE MEMBER

    Total calculated
    $1,169
    From this org
    $1,169
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Roger McTighe Former

    SUPERVISORY COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vivian Ekchian

    SUPERVISORY COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steven O'Connell

    PRESIDENT, CEO

    Total calculated
    $1,295,492
    From this org
    $1,220,338
    From related orgs
    $0
    Other
    $75,154
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $966,015
    Bonus
    $218,563
    Other
    $35,760
    Deferred
    $21,000
    Nontaxable benefits
    $54,154
    Filer's total
    $1,295,492

  • Mark Lovewell

    EVP, CFO AND PRESIDENT OF CUSO OPS

    Total calculated
    $752,758
    From this org
    $693,852
    From related orgs
    $0
    Other
    $58,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $537,825
    Bonus
    $134,355
    Other
    $21,672
    Deferred
    $21,000
    Nontaxable benefits
    $37,906
    Filer's total
    $752,758

  • John Bretthauer

    EVP, CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $1,638,701
    From this org
    $1,563,546
    From related orgs
    $0
    Other
    $75,155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,774
    Bonus
    $95,004
    Other
    $1,017,768
    Deferred
    $21,000
    Nontaxable benefits
    $54,155
    Filer's total
    $1,638,701

  • Robert O'Grady

    EVP, CHIEF OPERATING OFFICER

    Total calculated
    $922,825
    From this org
    $863,919
    From related orgs
    $0
    Other
    $58,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $680,509
    Bonus
    $167,232
    Other
    $16,178
    Deferred
    $21,000
    Nontaxable benefits
    $37,906
    Filer's total
    $922,825

  • Hudson Lee

    EVP, CHIEF RISK OFFICER

    Total calculated
    $645,142
    From this org
    $586,236
    From related orgs
    $0
    Other
    $58,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $470,751
    Bonus
    $98,273
    Other
    $17,212
    Deferred
    $21,000
    Nontaxable benefits
    $37,906
    Filer's total
    $645,142

  • Richard Hubeny

    EVP, CHIEF LENDING OFFICER

    Total calculated
    $617,538
    From this org
    $550,188
    From related orgs
    $0
    Other
    $67,350
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $416,650
    Bonus
    $87,519
    Other
    $46,019
    Deferred
    $21,000
    Nontaxable benefits
    $46,350
    Filer's total
    $617,538

  • Patrick Zarifian

    EVP, CHIEF EXPERIENCE OFFICER

    Total calculated
    $560,030
    From this org
    $484,876
    From related orgs
    $0
    Other
    $75,154
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,672
    Bonus
    $61,821
    Other
    $43,383
    Deferred
    $21,000
    Nontaxable benefits
    $54,154
    Filer's total
    $560,030

  • Charles Lacuesta

    SVP, CHIEF INFORMATION OFFICER

    Total calculated
    $446,673
    From this org
    $409,663
    From related orgs
    $0
    Other
    $37,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $326,281
    Bonus
    $53,887
    Other
    $29,495
    Deferred
    $21,000
    Nontaxable benefits
    $16,010
    Filer's total
    $446,673

  • Frank Berriz

    CMT PRESIDENT, CEO

    Total calculated
    $443,532
    From this org
    $389,238
    From related orgs
    $0
    Other
    $54,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,076
    Bonus
    $150,000
    Other
    $11,162
    Deferred
    $15,909
    Nontaxable benefits
    $38,385
    Filer's total
    $443,532

  • Marvel Ford

    SVP, CHIEF ADVOCACY OFFICER

    Total calculated
    $379,046
    From this org
    $344,019
    From related orgs
    $0
    Other
    $35,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,804
    Bonus
    $46,741
    Other
    $16,474
    Deferred
    $19,017
    Nontaxable benefits
    $16,010
    Filer's total
    $379,046

  • Jill Vasant

    EVP, CHIEF MARKETING OFFICER

    Total calculated
    $486,844
    From this org
    $452,202
    From related orgs
    $0
    Other
    $34,642
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $384,670
    Bonus
    $55,935
    Other
    $11,597
    Deferred
    $21,000
    Nontaxable benefits
    $13,642
    Filer's total
    $486,844

  • Sam Nop

    VP, CONTROLLER

    Total calculated
    $353,285
    From this org
    $302,233
    From related orgs
    $0
    Other
    $51,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,027
    Bonus
    $33,273
    Other
    $20,933
    Deferred
    $17,459
    Nontaxable benefits
    $33,593
    Filer's total
    $353,285

  • Jason Pugh

    SVP, MORTGAGE LENDING

    Total calculated
    $340,610
    From this org
    $288,150
    From related orgs
    $0
    Other
    $52,460
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,855
    Bonus
    $31,238
    Other
    $5,057
    Deferred
    $17,777
    Nontaxable benefits
    $34,683
    Filer's total
    $340,610

  • Amada Morales

    SVP, HUMAN RESOURCES

    Total calculated
    $327,812
    From this org
    $284,372
    From related orgs
    $0
    Other
    $43,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,905
    Bonus
    $29,198
    Other
    $27,269
    Deferred
    $16,948
    Nontaxable benefits
    $26,492
    Filer's total
    $327,812

  • Blanca Donahue

    SVP, OPERATIONS

    Total calculated
    $337,180
    From this org
    $282,739
    From related orgs
    $0
    Other
    $54,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,576
    Bonus
    $28,390
    Other
    $27,773
    Deferred
    $17,527
    Nontaxable benefits
    $36,914
    Filer's total
    $337,180

  • Kimberly Smith

    SVP, CONSUMER LENDING

    Total calculated
    $328,204
    From this org
    $278,161
    From related orgs
    $0
    Other
    $50,043
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,653
    Bonus
    $29,496
    Other
    $10,012
    Deferred
    $17,099
    Nontaxable benefits
    $32,944
    Filer's total
    $328,204

  • Kati Marie Tarquini

    VP, COMPLIANCE AND VENDOR MANAGEMENT

    Total calculated
    $219,236
    From this org
    $206,790
    From related orgs
    $0
    Other
    $12,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,704
    Bonus
    $23,406
    Other
    $680
    Deferred
    $12,410
    Nontaxable benefits
    $36
    Filer's total
    $219,236

  • Irma A Jimenez

    VP, MORTGAGE LOAN OFFICER

    Total calculated
    $1,162,558
    From this org
    $1,127,781
    From related orgs
    $0
    Other
    $34,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $31,060
    Bonus
    $1,086,176
    Other
    $10,545
    Deferred
    $21,000
    Nontaxable benefits
    $13,777
    Filer's total
    $1,162,558

  • Kevin Andrew Witowich

    FINANCIAL ADVISOR

    Total calculated
    $748,683
    From this org
    $681,334
    From related orgs
    $0
    Other
    $67,349
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,860
    Bonus
    $506,990
    Other
    $484
    Deferred
    $21,000
    Nontaxable benefits
    $46,349
    Filer's total
    $748,683

  • Margaret Voskanian

    VP, MORTGAGE LOAN OFFICER

    Total calculated
    $560,236
    From this org
    $506,749
    From related orgs
    $0
    Other
    $53,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $25,572
    Bonus
    $469,179
    Other
    $11,998
    Deferred
    $20,543
    Nontaxable benefits
    $32,944
    Filer's total
    $560,236

  • Carlo Albert Boton

    FINANCIAL ADVISOR

    Total calculated
    $514,597
    From this org
    $497,060
    From related orgs
    $0
    Other
    $17,537
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $47,332
    Bonus
    $448,784
    Other
    $944
    Deferred
    $16,737
    Nontaxable benefits
    $800
    Filer's total
    $514,597

  • Brian James Venn

    VP, PROGRAM MANAGER

    Total calculated
    $415,093
    From this org
    $351,060
    From related orgs
    $0
    Other
    $64,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,680
    Bonus
    $166,658
    Other
    $20,722
    Deferred
    $8,963
    Nontaxable benefits
    $55,070
    Filer's total
    $415,093

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, and on a Form 990-PF Part VIII's — 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 · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 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 1A
COMPANION TRAVEL IS REPORTED AS NONEMPLOYEE COMPENSATION ON FORM 1099-MISC ISSUED TO THE COMPANION.
PART I, LINE 4B
THE CREDIT UNION HAS A NONQUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EXECUTIVES UNDER IRC SECTION 457(F). TO SUPPORT THE DEFERRED COMPENSATION PLAN, THE CREDIT UNION HAS ELECTED TO PURCHASE CREDIT UNION OWNED VARIABLE LIFE INSURANCE AND VARIABLE ANNUITIES. THE CASH SURRENDER VALUE OF THESE INVESTMENTS, INCLUDED IN OTHER ASSETS, WAS $9 MILLION AND $9.4 MILLION AS OF DECEMBER 31, 2025 AND 2024, RESPECTIVELY. THE CURRENT PARTICIPANTS ARE MARK LOVEWELL, JOHN BRETTHAUER, ROBERT O'GRADY, AND HUDSON LEE.

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

  • CALIFORNIA CREDIT UNION FOUNDATION

    $100,000

    TO EMPOWER LOCAL COMMUNITIES BY FUNDING STUDENT SCHOLARSHIPS, TEACHER GRANTS, AND EDUCATIONAL INITIATIVES THAT PROMOTE FINANCIAL WELL-BEING AND COMMUNITY GROWTH.

  • LOS ANGELES UNIFIED SCHOOL DISTRICT

    $29,936

    DISTRICT TEACHERS OF THE YEAR; PRINCIPAL AND ASSISTANT PRINCIPAL OF THE YEAR; EVERYDAY HEROES; NBCT TO HELP STUDENTS ACHIEVE ACADEMIC SUCCESS THROUGH EDUCATIONAL PROGRAMSAND SUPPORT TEACHERS BY SPONSORING YEARLY AWARDS.

  • GREATER LOS ANGELES EDUCATION FOUNDATION

    $27,900

    TO HELP PROVIDE RESOURCES FOR EDUCATORS, SUPPORTIVE LEARNING AND ASSIST IN SPONSORING THE ACADEMIC DECATHLON.

  • LOS ANGELES UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION

    $25,000

    TO HELP STRENGTHEN TARGETED DISTRICT PROGRAMS AND LEARNING INITIATIVES, ENSURING EQUITABLE OPPORTUNITIES FOR EVERY CHILD'S ACADEMIC SUCCESS

  • CHILDREN'S MIRACLE NETWORK

    $23,200

    TO RAISE FUNDS AND AWARENESS FOR LOCAL CHILDREN'S HOSPITALS IN CALIFORNIA AND NEVADA.

  • SAN DIEGO AIR & SPACE MUSEUM

    $15,000

    TO ASSIST IN GROWING THE MUSEUM'S YOUTH EDUCATION PROGRAMS.

  • CLASSROOM OF THE FUTURE FOUNDATION

    $11,600

    TO PROVIDE SUPPORT TO STUDENT LEARNING, SCHOLARSHIP PROGRAMS, EDUCATOR NETWORKING AND RECOGNITION EVENTS THROUGHOUT THE YEAR.

  • LOS ANGELES CITY SCHOOLS AUXILIARY SERVICES TRUST FUND

    $10,000

    TO SUPPORT STUDENT-RELATED ACTIVITIES, DISTRICT-WIDE ATHLETIC AND MUSICAL EVENTS.

  • NORTH COUNTY AFRICAN AMERICAN WOMENS ASSOCIATION

    $10,000

    TO SPONSOR STUDENT SCHOLARSHIPS AND HELP FOSTER CULTURAL APPRECIATION THROUGH EDUCATION.

  • WILLIAM S HART EDUCATION FOUNDATION

    $7,740

    TO HELP BENEFIT STUDENTS AND THE COMMUNITY WELLNESS THROUGH EDUCATIONAL PROGRAMS, STEM, LITERACY, SPECIAL EDUCATION, ARTS, COLLEGE AND CAREER READINESS.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CALIFORNIA MEMBERS TITLE INSURANCE COMPANY

    C · INSURANCE SERVICES · CA · 100% owned · share of income $1,054,722 · share of assets $2,792,787 · controlled entity

    Directly controlled by CALIFORNIA MEMBERS HOLDING COMPANY

  • CALIFORNIA MEMBERS HOLDING COMPANY

    C · FINANCIAL SERVICES · CA · 100% owned · share of assets $2,792,787 · controlled entity

    Directly controlled by CALIFORNIA CREDIT UNION

  • CALIFORNIA MEMBERS TITLE COMPANY

    C · INSURANCE SERVICES · CA · 100% owned · controlled entity

    Directly controlled by CALIFORNIA CREDIT UNION

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2025
Filed
23 July 2026
IRS schema version
2025v4.2
Source object
202632159349301213

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

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