Skip to content
Nonprofiteer
← All organizations

PATELCO CREDIT UNION

EIN 94-0755684 DUBLIN, CA

Revenue 2024
$527,538,511
Expenses 2024
$521,333,437

As filed

Subsection
14
Classification
1000
Street
3 PARK PL

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.

  • JESSE RIVERA

    CHAIRPERSON/DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • VICKIE RATH

    TREASURER/DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • TRACEY SCOTT

    SECRETARY/DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ROBERT MCCORMISH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • RACE CHEN

    DIRECTOR (ENDED 5/1/24)

    Total calculated
    $0
    Hours/week
    5

  • PETER HANELT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • COLLEEN CABEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DEBBIE CHAW

    2ND VICE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • GARICK ZILLGITT

    1ST VICE CHAIR/DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JEFFREY PARKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ERIN MENDEZ

    PRESIDENT/CEO/DIRECTOR

    Total calculated
    $1,877,977
    From this org
    $1,570,994
    From related orgs
    $0
    Other
    $306,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,002,810
    Bonus
    $535,859
    Other
    $32,325
    Deferred
    $285,600
    Nontaxable benefits
    $21,383
    Filer's total
    $1,877,977

  • MANUEL ARENS

    DIRECTOR (AS OF 5/1/24)

    Total calculated
    $0
    Hours/week
    5

  • ROLLAND JURGENS

    CHIEF FINANCIAL OFFICER

    Total calculated
    $679,485
    From this org
    $624,194
    From related orgs
    $0
    Other
    $55,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $432,660
    Bonus
    $187,016
    Other
    $4,518
    Deferred
    $27,600
    Nontaxable benefits
    $27,691
    Filer's total
    $679,485

  • ARMAND ABHARI

    SVP, OPERATIONS

    Total calculated
    $388,210
    From this org
    $348,236
    From related orgs
    $0
    Other
    $39,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,290
    Bonus
    $79,953
    Other
    $9,993
    Deferred
    $20,583
    Nontaxable benefits
    $19,391
    Filer's total
    $388,210

  • AMEET SETH

    SVP, DELIVERY

    Total calculated
    $485,369
    From this org
    $433,526
    From related orgs
    $0
    Other
    $51,843
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,308
    Bonus
    $119,494
    Other
    $7,724
    Deferred
    $24,152
    Nontaxable benefits
    $27,691
    Filer's total
    $485,369

  • SUSAN MAKRIS

    CHIEF PEOPLE OFFICER

    Total calculated
    $921,974
    From this org
    $533,536
    From related orgs
    $0
    Other
    $388,438
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,659
    Bonus
    $166,508
    Other
    $11,369
    Deferred
    $377,600
    Nontaxable benefits
    $10,838
    Filer's total
    $921,974

  • MELISSA MORGAN

    CHIEF RETAIL OFFICER

    Total calculated
    $967,269
    From this org
    $587,891
    From related orgs
    $0
    Other
    $379,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $384,788
    Bonus
    $190,153
    Other
    $12,950
    Deferred
    $377,600
    Nontaxable benefits
    $1,778
    Filer's total
    $967,269

  • KALYAN MAJMUNDAR

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $627,215
    From this org
    $576,334
    From related orgs
    $0
    Other
    $50,881
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,290
    Bonus
    $183,045
    Other
    $5,999
    Deferred
    $27,600
    Nontaxable benefits
    $23,281
    Filer's total
    $627,215

  • MITSUHO WADA

    CHIEF LENDING OFFICER

    Total calculated
    $952,158
    From this org
    $610,765
    From related orgs
    $0
    Other
    $341,393
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $412,001
    Bonus
    $190,575
    Other
    $8,189
    Deferred
    $319,600
    Nontaxable benefits
    $21,793
    Filer's total
    $952,158

  • AJU ASAR

    SVP, STRATEGY AND PLANNING

    Total calculated
    $496,660
    From this org
    $448,050
    From related orgs
    $0
    Other
    $48,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,907
    Bonus
    $122,927
    Other
    $8,216
    Deferred
    $20,919
    Nontaxable benefits
    $27,691
    Filer's total
    $496,660

  • YEN PHAM

    EXTERNAL HOME LOAN CONSULTANT

    Total calculated
    $1,040,321
    From this org
    $1,004,618
    From related orgs
    $0
    Other
    $35,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,965
    Bonus
    $864,545
    Other
    $108
    Deferred
    $18,579
    Nontaxable benefits
    $17,124
    Filer's total
    $1,040,321

  • EMMANUEL PABLO

    FINANICAL ADVISOR III

    Total calculated
    $1,573,737
    From this org
    $1,518,446
    From related orgs
    $0
    Other
    $55,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $48,032
    Bonus
    $1,468,715
    Other
    $1,699
    Deferred
    $27,600
    Nontaxable benefits
    $27,691
    Filer's total
    $1,573,737

  • MANINDER JOHAL

    EXTERNAL HOME LOAN CONSULTANT

    Total calculated
    $557,842
    From this org
    $531,312
    From related orgs
    $0
    Other
    $26,530
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $57,019
    Bonus
    $474,053
    Other
    $240
    Deferred
    $26,530
    Nontaxable benefits
    $0
    Filer's total
    $557,842

  • DAVID FONG

    SVP, INTERNAL AUDIT (ENDED 12/2024)

    Total calculated
    $584,098
    From this org
    $532,232
    From related orgs
    $0
    Other
    $51,866
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,659
    Bonus
    $160,196
    Other
    $5,377
    Deferred
    $27,600
    Nontaxable benefits
    $24,266
    Filer's total
    $584,098

  • ANGELA JEFFERS

    SVP, GENERAL COUNSEL

    Total calculated
    $609,457
    From this org
    $573,289
    From related orgs
    $0
    Other
    $36,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $381,201
    Bonus
    $186,644
    Other
    $5,444
    Deferred
    $27,600
    Nontaxable benefits
    $8,568
    Filer's total
    $609,457

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, 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
    $527,538,511
    Expenses
    $521,333,437
    Contributions
    $0
    Grants paid
    $365,545
  • 2023
    Revenue
    $445,084,380
    Expenses
    $372,513,460
    Contributions
    $0
    Grants paid
    $322,402
  • 2022
    Revenue
    $314,717,655
    Expenses
    $243,406,109
    Contributions
    $0
    Grants paid
    $374,736

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

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 IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.