Skip to content
Nonprofiteer
← All organizations

CREDIT UNIONS IN THE STATE OF CALIFORNIA

EIN 94-1244186 SANTA ROSA, CA

Revenue 2024
$503,959,465
Expenses 2024
$388,166,858

As filed

Subsection
14
Classification
1000
Street
3033 CLEVELAND 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.

  • M CHRISTINA RIVERA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JUDY HERRERIAS-JAMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JIM OLMSTED

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JERI HANSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GREG MCGUIRK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GERADO MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROB EYLER

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • DEBRA WATTS

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DAVID GOUIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROD DOLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • LISA WITTKE SCHAFFNER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • AARON COLLIER

    EVP/CHIEF INFO OFFICER (THRU 03/24)

    Total calculated
    $173,451
    From this org
    $163,268
    From related orgs
    $0
    Other
    $10,183
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,617
    Bonus
    $31,651
    Other
    $0
    Deferred
    $8,253
    Nontaxable benefits
    $1,930
    Filer's total
    $173,451
  • KRISTEN MAHLMANN

    EVP/CHIEF FINANCIAL OFFICER

    Total calculated
    $727,232
    From this org
    $572,074
    From related orgs
    $0
    Other
    $155,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $351,189
    Bonus
    $220,328
    Other
    $557
    Deferred
    $139,527
    Nontaxable benefits
    $15,631
    Filer's total
    $727,232
  • MISHEL KAUFMAN

    EVP/CHIEF OP & RISK OFFICE

    Total calculated
    $812,287
    From this org
    $595,329
    From related orgs
    $0
    Other
    $216,958
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $435,363
    Bonus
    $122,342
    Other
    $37,624
    Deferred
    $206,080
    Nontaxable benefits
    $10,878
    Filer's total
    $812,287
  • ANTHONY HILDESHEIM

    EVP/CHIEF ADMIN OFFICER

    Total calculated
    $1,385,546
    From this org
    $1,016,297
    From related orgs
    $0
    Other
    $369,249
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $538,330
    Bonus
    $430,496
    Other
    $47,471
    Deferred
    $359,502
    Nontaxable benefits
    $9,747
    Filer's total
    $1,385,546
  • RONALD FELDER

    EVP/CHIEF LENDING OFFICER

    Total calculated
    $994,214
    From this org
    $765,745
    From related orgs
    $0
    Other
    $228,469
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $506,271
    Bonus
    $171,742
    Other
    $87,732
    Deferred
    $215,870
    Nontaxable benefits
    $12,599
    Filer's total
    $994,214
  • BRETT MARTINEZ

    PRESIDENT/CEO

    Total calculated
    $2,321,537
    From this org
    $1,801,884
    From related orgs
    $0
    Other
    $519,653
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $913,936
    Bonus
    $565,179
    Other
    $322,769
    Deferred
    $519,653
    Nontaxable benefits
    $0
    Filer's total
    $2,321,537
  • PRITI CHATWANI

    EXTERNAL MORTGAGE LOAN OFF

    Total calculated
    $363,774
    From this org
    $353,020
    From related orgs
    $0
    Other
    $10,754
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $33,880
    Bonus
    $319,140
    Other
    $0
    Deferred
    $4,407
    Nontaxable benefits
    $6,347
    Filer's total
    $363,774
  • STEPHEN WARD

    SVP OF BUSINESS SERVICES

    Total calculated
    $353,360
    From this org
    $327,672
    From related orgs
    $0
    Other
    $25,688
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,156
    Bonus
    $31,516
    Other
    $0
    Deferred
    $13,340
    Nontaxable benefits
    $12,348
    Filer's total
    $353,360
  • ESTEBAN ZUNO

    SVP/AUTO, INSURANCE & WEALTH

    Total calculated
    $392,814
    From this org
    $364,033
    From related orgs
    $0
    Other
    $28,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,692
    Bonus
    $125,341
    Other
    $0
    Deferred
    $17,250
    Nontaxable benefits
    $11,531
    Filer's total
    $392,814
  • TODD LINDEMANN

    SVP/PAYMENTS

    Total calculated
    $537,834
    From this org
    $381,010
    From related orgs
    $0
    Other
    $156,824
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,039
    Bonus
    $63,906
    Other
    $18,065
    Deferred
    $147,458
    Nontaxable benefits
    $9,366
    Filer's total
    $537,834
  • DEIDRE HOLMES THOMPSON

    SVP/MEMBER EXPERIENCE

    Total calculated
    $566,982
    From this org
    $387,518
    From related orgs
    $0
    Other
    $179,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,219
    Bonus
    $49,944
    Other
    $18,355
    Deferred
    $171,793
    Nontaxable benefits
    $7,671
    Filer's total
    $566,982
  • JOSEPH PEYTON

    SVP OF IT

    Total calculated
    $369,243
    From this org
    $344,277
    From related orgs
    $0
    Other
    $24,966
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,861
    Bonus
    $32,593
    Other
    $29,823
    Deferred
    $14,571
    Nontaxable benefits
    $10,395
    Filer's total
    $369,243
  • THOMAS HUBERT

    SVP/AUTO, INSURANCE & WEALTH (THRU 10/31/24)

    Total calculated
    $618,442
    From this org
    $473,675
    From related orgs
    $0
    Other
    $144,767
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,724
    Bonus
    $61,318
    Other
    $35,633
    Deferred
    $144,767
    Nontaxable benefits
    $0
    Filer's total
    $618,442
  • JENNIFER BOYLE

    SVP/CONSUMER LENDING & LEN

    Total calculated
    $502,911
    From this org
    $373,674
    From related orgs
    $0
    Other
    $129,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,022
    Bonus
    $57,639
    Other
    $36,013
    Deferred
    $129,237
    Nontaxable benefits
    $0
    Filer's total
    $502,911

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
    $503,959,465
    Expenses
    $388,166,858
    Contributions
    $0
    Grants paid
    $250,000
  • 2023
    Revenue
    $423,001,934
    Expenses
    $297,258,008
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $304,586,101
    Expenses
    $191,508,718
    Contributions
    $0
    Grants paid
    $1,000,000

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.

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

Declared as related by

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.