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CREDIT UNIONS IN THE STATE OF CALIFORNIA

EIN 94-1243656 SAN JOSE, CA

Revenue 2024
$38,299,339
Expenses 2024
$48,985,788

As filed

Subsection
14
Classification
1000
Street
151 BERNAL RD

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.

  • DONNA RHODY

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • ALAN HANSEN

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • RALPH FINELLI

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SURYA TURAGA

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SHANA BARCLAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA ALUMBAUGH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS EKREN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK HANSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • COLIN HACKMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE UHRI

    SUPV CMTE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • GRAYSON LYNCH

    SUPV CMTE SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DEVIN MCALPINE

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAURA GOLDING

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEEPJA BANSAL

    SUPV CMTE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN DORCY

    PRESIDENT/CEO

    Total calculated
    $506,656
    From this org
    $456,271
    From related orgs
    $0
    Other
    $50,385
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $452,707
    Bonus
    $0
    Other
    $3,564
    Deferred
    $20,020
    Nontaxable benefits
    $30,365
    Filer's total
    $506,656

  • DEBORAH SUNDERMAN

    EXECUTIVE VP

    Total calculated
    $358,080
    From this org
    $297,748
    From related orgs
    $0
    Other
    $60,332
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,938
    Bonus
    $0
    Other
    $810
    Deferred
    $18,654
    Nontaxable benefits
    $41,678
    Filer's total
    $358,080

  • RICHARD WALTER

    SVP, RETAIL EXPERIENCE

    Total calculated
    $103,644
    From this org
    $100,566
    From related orgs
    $0
    Other
    $3,078
    Hours/week
    40

  • JACKIE HOWARD

    VP, LENDING

    Total calculated
    $265,118
    From this org
    $215,880
    From related orgs
    $0
    Other
    $49,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,806
    Bonus
    $0
    Other
    $2,074
    Deferred
    $13,555
    Nontaxable benefits
    $35,683
    Filer's total
    $265,118

  • KELLY BURKE

    VP, OPERATIONS

    Total calculated
    $249,972
    From this org
    $221,221
    From related orgs
    $0
    Other
    $28,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,297
    Bonus
    $0
    Other
    $924
    Deferred
    $13,042
    Nontaxable benefits
    $15,709
    Filer's total
    $249,972

  • ALEXIS HOANG

    VP, TECHNOLOGY SOLUTIONS

    Total calculated
    $249,050
    From this org
    $195,735
    From related orgs
    $0
    Other
    $53,315
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,664
    Bonus
    $0
    Other
    $1,071
    Deferred
    $12,536
    Nontaxable benefits
    $40,779
    Filer's total
    $249,050

  • HECTOR ESPINOZA

    VP, RISK MANAGEMENT

    Total calculated
    $197,005
    From this org
    $177,573
    From related orgs
    $0
    Other
    $19,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,983
    Bonus
    $0
    Other
    $590
    Deferred
    $3,597
    Nontaxable benefits
    $15,835
    Filer's total
    $197,005

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
    $38,299,339
    Expenses
    $48,985,788
    Contributions
    $0
    Grants paid
    $657,075
  • 2023
    Revenue
    $40,865,548
    Expenses
    $38,489,692
    Contributions
    $0
    Grants paid
    $390,510
  • 2022
    Revenue
    $32,546,340
    Expenses
    $28,915,227
    Contributions
    $0
    Grants paid
    $204,375

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

  • AMIGOS DE GUADALUPE CENTER FOR JUSTICE

    $112,500

    2024 TO ASSIST IN ENSURING THAT THE BASIC NEEDS OF OUR COMMUNITY ARE MET, DELIVER HIGH- QUALITY PROGRAMS, AND MOBILIZE AND ORGANIZE FOR JUSTICE.

  • SCHOOL OF ARTS AND CULTURE AT MHP

    $107,500

    2023 TO ASSIST THE SCHOOL IN PROMOTING CREATIVITY IN THE COMMMUNITY.

  • SAN JOSE GRAIL FAMILY SERVICES INC

    $105,000

    2024 TO PROMOTE CHILDREN'S SUCCESS AND WELL-BEING.

  • HISPANIC FOUNDATION OF SILICON VALLEY

    $81,500

    2024 TO SUPPORT INDIVIDUALS IN TERMS OF HEALTH, EDUCATION & LEADERSHIP OF THE HISPANIC COMMUNITY IN SILICON VALLEY.

  • SUNDAY FRIENDS FOUNDATION

    $50,000

    2024 TO ASSIST IN BREAKING THE GENERATIONAL CYCLE OF POVERTY BY FOSTERING POSITIVE DEVELOPMENT IN CHILDREN WHILE EDUCATING AND GUIDING PARENTS TO SUPPORT THEIR CHILDREN'S LIFE SUCCESS.

  • CATHOLIC CHARITIES OF SANTA CLARA COUNTY

    $50,000

    2024 TO SERVE AND ADVOCATE FOR INDIVIDUALS AND FAMILIES IN NEED, ESPECIALLY THOSE LIVING IN POVERTY, AND TO CREATE A MORE JUST AND COMPASSIONATE COMMUNITY.

  • EXCITE FOUNDATION

    $48,000

    2022 TO RAISE FUNDS THAT SUPPORT CHARITABLE ORGANIZATIONS THAT BENEFIT COMMUNITIES SERVED BY EXCITE CREDIT UNION

  • SOMOS MAYFAIR

    $45,100

    2023 TO ASSIST FAMILIES IN THE COMMUNITY FIGHT SYSTEMIC INEQUITIES.

  • EXCITE FOUNDATION

    $40,221

    2023 TO RAISE FUNDS THAT SUPPORT CHARITABLE ORGANIZATIONS THAT BENEFIT COMMUNITIES SERVED BY EXCITE CREDIT UNION.

  • THE HEALING PLACE OF NEW HANOVER COUNTY

    $30,000

    2024 TO ASSIST IN THE ORGANIZATION IN TRANSFORMING INDIVIDUALS AFFECTED BY ADDICTION AND HOMELESSNESS THROUGH ACCOUNTABILITY AND CONNECTION.

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.

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

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.