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CREDIT UNIONS IN THE STATE OF CALIFORNIA

EIN 94-1521987 SAN JOSE, CA

Revenue 2024
$110,386,749
Expenses 2024
$104,869,185

As filed

Subsection
14
NTEE code
W610
Classification
1000
Street
5615 CHESBRO AVE

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.

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.

  • DRARTHUR L JUE

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • SCOTT TIMPE

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • HARSHA VYAS

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ROSARIO MONGE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • UDEY CHAUDHRY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • EDWIN MACH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEVE GOVEIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STAN CHAPMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JIM HICKS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PHILIP FLUEGEMANN

    SUPV CMTE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • TAYLOR LEE

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JASON LAKER

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LISA MARIE PESTA

    PRESIDENT/CEO

    Total calculated
    $637,654
    From this org
    $607,283
    From related orgs
    $0
    Other
    $30,371
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $570,547
    Bonus
    $0
    Other
    $36,736
    Deferred
    $5,990
    Nontaxable benefits
    $24,381
    Filer's total
    $637,654

  • BRIAN HENNESSEY

    SVP, CHIEF FINANCIAL OFFICER

    Total calculated
    $504,464
    From this org
    $453,159
    From related orgs
    $0
    Other
    $51,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $441,728
    Bonus
    $0
    Other
    $11,431
    Deferred
    $23,000
    Nontaxable benefits
    $28,305
    Filer's total
    $504,464

  • CHAD MAZE

    SVP, CHIEF OPERATING OFFICER

    Total calculated
    $444,315
    From this org
    $394,390
    From related orgs
    $0
    Other
    $49,925
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $392,320
    Bonus
    $0
    Other
    $2,070
    Deferred
    $15,986
    Nontaxable benefits
    $33,939
    Filer's total
    $444,315

  • LINA ESTHER HESS

    VP, CHIEF TECHNOLOGY OFFICER

    Total calculated
    $358,491
    From this org
    $308,353
    From related orgs
    $0
    Other
    $50,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,922
    Bonus
    $0
    Other
    $11,431
    Deferred
    $23,000
    Nontaxable benefits
    $27,138
    Filer's total
    $358,491

  • JIHONG HUANG

    VP, CHIEF TREASURY OFFICER

    Total calculated
    $326,943
    From this org
    $293,123
    From related orgs
    $0
    Other
    $33,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,053
    Bonus
    $0
    Other
    $2,070
    Deferred
    $0
    Nontaxable benefits
    $33,820
    Filer's total
    $326,943

  • MELISSA A CLEBORNE

    VP, CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $279,356
    From this org
    $251,621
    From related orgs
    $0
    Other
    $27,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,349
    Bonus
    $0
    Other
    $8,272
    Deferred
    $0
    Nontaxable benefits
    $27,735
    Filer's total
    $279,356

  • CYNTHIA DELACERDA WATSON

    VP, CHIEF RISK & OPERATIONS OFFICER

    Total calculated
    $279,712
    From this org
    $242,483
    From related orgs
    $0
    Other
    $37,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,541
    Bonus
    $0
    Other
    $1,942
    Deferred
    $0
    Nontaxable benefits
    $37,229
    Filer's total
    $279,712

  • IAN K FOO

    VP, CHIEF RETAIL OFFICER

    Total calculated
    $260,115
    From this org
    $228,395
    From related orgs
    $0
    Other
    $31,720
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,116
    Bonus
    $2,500
    Other
    $779
    Deferred
    $0
    Nontaxable benefits
    $31,720
    Filer's total
    $260,115

  • GENNADY FICHTENHOLZ

    VP, DIGITAL STRATEGY AND ENGAGEMENT

    Total calculated
    $286,140
    From this org
    $251,720
    From related orgs
    $0
    Other
    $34,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,018
    Bonus
    $0
    Other
    $3,702
    Deferred
    $0
    Nontaxable benefits
    $34,420
    Filer's total
    $286,140

  • ERNESTO SEGOVIA

    VP, NETWORK OPERATIONS AND SECURITY

    Total calculated
    $276,339
    From this org
    $249,676
    From related orgs
    $0
    Other
    $26,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,611
    Bonus
    $0
    Other
    $8,065
    Deferred
    $0
    Nontaxable benefits
    $26,663
    Filer's total
    $276,339

  • MARTINA VALENTINE

    PRESIDENT, MERIWEST MORTGAGE

    Total calculated
    $275,008
    From this org
    $230,607
    From related orgs
    $0
    Other
    $44,401
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,567
    Bonus
    $0
    Other
    $5,040
    Deferred
    $23,000
    Nontaxable benefits
    $21,401
    Filer's total
    $275,008

  • BRANDI HOFFMAN-OOKA

    VP, CONSUMER & FINTECH LENDING

    Total calculated
    $190,990
    From this org
    $183,018
    From related orgs
    $0
    Other
    $7,972
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,715
    Bonus
    $0
    Other
    $3,303
    Deferred
    $3,640
    Nontaxable benefits
    $4,332
    Filer's total
    $190,990

  • OMAR MASLIC

    FINANCIAL ADVISOR

    Total calculated
    $330,473
    From this org
    $314,331
    From related orgs
    $0
    Other
    $16,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $311,208
    Bonus
    $2,515
    Other
    $608
    Deferred
    $0
    Nontaxable benefits
    $16,142
    Filer's total
    $330,473

The first 25 listed. 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $110,386,749
    Expenses
    $104,869,185
    Contributions
    $0
    Grants paid
    $15,380
  • 2023
    Revenue
    $101,079,580
    Expenses
    $98,580,471
    Contributions
    $0
    Grants paid
    $12,900
  • 2022
    Revenue
    $77,350,663
    Expenses
    $68,332,025
    Contributions
    $0
    Grants paid
    $54,399

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.

Grants made

Where these grants went next →

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.

Other IRS files

Auto-Revocation List

  • Exemption revoked 15 May 2011.

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.