- Revenue 2024
- $172,505,825
- Expenses 2024
- $181,541,379
As filed
- Subsection
- 14
- Classification
- 1000
- Street
- 19867 PRAIRIE ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Group exemption
A subordinate covered by the group exemption of CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-6123880). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Mission and programs · 2024
Mission
A COOPERATIVE ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONGST 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, PREMIER AMERICA CREDIT UNION (THE 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 AMONGST ITS MEMBERS.
-
PREMIER AMERICA CREDIT UNION ENCOURAGED AND PROMOTED SAVINGS AND ACQUIRED 12,239 NEW MEMBERS IN 2024. TOTAL MEMBERSHIP STOOD AT 112,201 AS OF DECEMBER 31, 2024 WHILE THE ORGANIZATION CONTINUED TO PAY MEMBERS FAVORABLE DIVIDEND RATES ON THEIR SAVINGS.
-
PREMIER AMERICA CREDIT UNION CONTINUED TO MEET THE MORTGAGE NEEDS OF FIRST-TIME HOME BUYERS. DURING THE YEAR, THE ORGANIZATION GRANTED 362 REAL ESTATE LOANS.
-
PREMIER AMERICA CREDIT UNION'S CORE VALUES AND PURPOSE DRIVE OUR COMMITMENT TO SERVING MEMBERS AND LOCAL COMMUNITIES. IN 2024 OUR DEDICATION TO GIVING BACK WAS OF PARAMOUNT IMPORTANCE AS PREMIER AMERICA CREDIT UNION DONATED $381,983 TO LOCAL CHARITIES AND COMMUNITY ORGANIZATIONS AND TEAM MEMBERS INVESTED OVER 600 HOURS OF SERVICE TO NONPROFIT ORGANIZATIONS. PREMIER AMERICA CREDIT UNION IS FOCUSED ON PROVIDING SAFE, RESPONSIBLE AND AFFORDABLE FINANCIAL SERVICES TO HELP MEMBERS REACH THEIR DREAMS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Gary HolmenGARY HOLMEN
DIRECTOR
- Total calculated
- $7,527
- From this org
- $7,527
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Joann KlonowskiJOANN KLONOWSKI
CHAIR
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Bill HampelBILL HAMPEL
SECRETARY/TREASURER
- Total calculated
- $5,367
- From this org
- $5,367
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Larry MartinLARRY MARTIN
DIRECTOR
- Total calculated
- $3,504
- From this org
- $3,504
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
William ColeWILLIAM COLE
DIRECTOR
- Total calculated
- $1,055
- From this org
- $1,055
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Larry ColsonLARRY COLSON
DIRECTOR
- Total calculated
- $1,478
- From this org
- $1,478
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Mechelle BestMECHELLE BEST
DIRECTOR
- Total calculated
- $500
- From this org
- $500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Eric GoldnerERIC GOLDNER
DIRECTOR
- Total calculated
- $817
- From this org
- $817
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Eva GomezEVA GOMEZ
VICE CHAIR
- Total calculated
- $3,853
- From this org
- $3,853
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3
-
Rodolfo PereiraRODOLFO PEREIRA
PRESIDENT & CEO
- Total calculated
- $6,182,498
- From this org
- $6,121,092
- From related orgs
- $0
- Other
- $61,406
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $787,991
- Bonus
- $336,822
- Other
- $4,996,279
- Deferred
- $20,700
- Nontaxable benefits
- $40,706
- Filer's total
- $6,182,498
-
Ie-Chen ChengIE-CHEN CHENG
CHIEF FINANCIAL OFFICER
- Total calculated
- $613,661
- From this org
- $581,286
- From related orgs
- $0
- Other
- $32,375
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $410,866
- Bonus
- $170,420
- Other
- $0
- Deferred
- $15,951
- Nontaxable benefits
- $16,424
- Filer's total
- $613,661
-
Toni DanielsTONI DANIELS
CHIEF RISK & COMPLIANCE OFFICER
- Total calculated
- $497,494
- From this org
- $461,750
- From related orgs
- $0
- Other
- $35,744
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $327,379
- Bonus
- $134,371
- Other
- $0
- Deferred
- $15,515
- Nontaxable benefits
- $20,229
- Filer's total
- $497,494
-
Ernesto NoronaERNESTO NORONA
CHIEF OPERATIONS OFFICER
- Total calculated
- $564,690
- From this org
- $496,462
- From related orgs
- $0
- Other
- $68,228
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $346,060
- Bonus
- $150,402
- Other
- $0
- Deferred
- $19,835
- Nontaxable benefits
- $48,393
- Filer's total
- $564,690
-
Marcia GirardiMARCIA GIRARDI
CHIEF EXPERIENCE OFFICER
- Total calculated
- $509,014
- From this org
- $459,511
- From related orgs
- $0
- Other
- $49,503
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $327,250
- Bonus
- $132,261
- Other
- $0
- Deferred
- $17,743
- Nontaxable benefits
- $31,760
- Filer's total
- $509,014
-
David FitzgeraldDAVID FITZGERALD
CHIEF LENDING OFFICER
- Total calculated
- $461,911
- From this org
- $432,007
- From related orgs
- $0
- Other
- $29,904
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $307,032
- Bonus
- $124,975
- Other
- $0
- Deferred
- $19,143
- Nontaxable benefits
- $10,761
- Filer's total
- $461,911
-
Shelley TamSHELLEY TAM
CHIEF PEOPLE OFFICER
- Total calculated
- $453,919
- From this org
- $385,552
- From related orgs
- $0
- Other
- $68,367
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $270,857
- Bonus
- $114,695
- Other
- $0
- Deferred
- $20,332
- Nontaxable benefits
- $48,035
- Filer's total
- $453,919
-
Jason WolkoveJASON WOLKOVE
CHIEF TECHNOLOGY OFFICER
- Total calculated
- $365,714
- From this org
- $310,860
- From related orgs
- $0
- Other
- $54,854
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $301,255
- Bonus
- $9,605
- Other
- $0
- Deferred
- $12,404
- Nontaxable benefits
- $42,450
- Filer's total
- $365,714
-
Kelly KarrenKELLY KARREN
FINANCIAL ADVISOR
- Total calculated
- $544,830
- From this org
- $511,165
- From related orgs
- $0
- Other
- $33,665
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $61,440
- Bonus
- $449,725
- Other
- $0
- Deferred
- $19,509
- Nontaxable benefits
- $14,156
- Filer's total
- $544,830
-
Anthony VelardeANTHONY VELARDE
FINANCIAL ADVISOR
- Total calculated
- $389,616
- From this org
- $346,546
- From related orgs
- $0
- Other
- $43,070
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $58,769
- Bonus
- $287,777
- Other
- $0
- Deferred
- $19,195
- Nontaxable benefits
- $23,875
- Filer's total
- $389,616
-
Tamara ScottTAMARA SCOTT
VP, RETAIL DELIVER
- Total calculated
- $327,183
- From this org
- $275,901
- From related orgs
- $0
- Other
- $51,282
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $239,260
- Bonus
- $36,641
- Other
- $0
- Deferred
- $10,474
- Nontaxable benefits
- $40,808
- Filer's total
- $327,183
-
Charles KimCHARLES KIM
VP, COMMERCIAL LENDING
- Total calculated
- $295,913
- From this org
- $271,452
- From related orgs
- $0
- Other
- $24,461
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,694
- Bonus
- $37,758
- Other
- $0
- Deferred
- $15,864
- Nontaxable benefits
- $8,597
- Filer's total
- $295,913
-
Ye SuYE SU
VP, WEALTH MANAGEMENT
- Total calculated
- $381,579
- From this org
- $335,384
- From related orgs
- $0
- Other
- $46,195
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,893
- Bonus
- $117,491
- Other
- $0
- Deferred
- $20,654
- Nontaxable benefits
- $25,541
- Filer's total
- $381,579
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $172,505,825
- Expenses
- $181,541,379
- Contributions
- $0
- Grants paid
- $462,112
-
2023
- Revenue
- $158,602,721
- Expenses
- $150,631,543
- Contributions
- $0
- Grants paid
- $430,424
-
2022
- Revenue
- $127,070,331
- Expenses
- $109,818,679
- Contributions
- $0
- Grants paid
- $322,066
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $107,505,968
- Expenses
- $91,505,540
- Assets (EOY)
- $3,406,612,540
-
2020 · 990
- Revenue
- $111,058,082
- Expenses
- $104,615,610
- Assets (EOY)
- $3,211,246,372
-
2019 · 990
- Revenue
- $116,675,456
- Expenses
- $97,229,006
- Assets (EOY)
- $2,832,715,240
-
2018 · 990
- Revenue
- $101,444,902
- Expenses
- $77,869,057
- Assets (EOY)
- $2,673,451,881
-
2017 · 990
- Revenue
- $86,901,807
- Expenses
- $65,497,955
- Assets (EOY)
- $2,467,069,812
-
2016 · 990
- Revenue
- $83,114,661
- Expenses
- $61,337,530
- Assets (EOY)
- $2,289,454,177
-
2015 · 990
- Revenue
- $73,378,182
- Expenses
- $58,505,135
- Assets (EOY)
- $2,147,511,074
-
2014 · 990
- Revenue
- $64,065,817
- Expenses
- $43,804,468
- Assets (EOY)
- $1,718,277,920
-
2013 · 990
- Revenue
- $54,323,593
- Expenses
- $40,775,049
- Assets (EOY)
- $1,519,729,084
-
2012 · 990
- Revenue
- not reported
- Expenses
- $50,230,837
- Assets (EOY)
- $1,468,527,192
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$150,000
2023 PROGRAM SUPPORT
-
$150,000
2024 PROGRAM SUPPORT
-
$129,500
2022 PROGRAM SUPPORT
-
2023 PROGRAM SUPPORT
-
2024 PROGRAM SUPPORT
-
2023 PROGRAM SUPPORT
-
NATIONAL CREDIT UNION FOUNDATION
$30,000
2024 PROGRAM SUPPORT
-
2023 PHILANTHROPIST SPONSORSHIP
-
$20,000
2024 PHILANTHROPIST SPONSORSHIP
-
VENTURA COUNTY LIBRARY FOUNDATION
$19,200
2022 PROGRAM SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · COMMUNITY SUPPORT · CA · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.