- Revenue 2025
- $260,469,150
- Expenses 2025
- $228,922,639
As filed
- Subsection
- 14
- Classification
- 1000
- Street
- 701 N BRAND BLVD FL 7
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 · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
WALTON GREENE
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
PAMELA FEES
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
REBECCA COLLIER
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JEFF STONE
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
TED FUJIMOTO
BOARD MEMBER
- Total calculated
- $1,188
- From this org
- $1,188
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
EMMANUEL OLAES
BOARD MEMBER
- Total calculated
- $845
- From this org
- $845
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
MARCIA WADE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
VICTOR HANSON FORMER
BOARD MEMBER - EMERITUS
- Total calculated
- $0
- Hours/week
- 1
-
JANALYN GLYMPH
SUPERVISORY COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM KALEY
SUPERVISORY COMMITTEE SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
GUILBERT HENTSCHKE
SUPERVISORY COMMITTEE MEMBER
- Total calculated
- $836
- From this org
- $836
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
SCOTT J SVONKIN
SUPERVISORY COMMITTEE MEMBER
- Total calculated
- $1,169
- From this org
- $1,169
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
ROGER MCTIGHE FORMER
SUPERVISORY COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
VIVIAN EKCHIAN
SUPERVISORY COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN O'CONNELL
PRESIDENT, CEO
- Total calculated
- $1,295,492
- From this org
- $1,220,338
- From related orgs
- $0
- Other
- $75,154
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $966,015
- Bonus
- $218,563
- Other
- $35,760
- Deferred
- $21,000
- Nontaxable benefits
- $54,154
- Filer's total
- $1,295,492
-
MARK LOVEWELL
EVP, CFO AND PRESIDENT OF CUSO OPS
- Total calculated
- $752,758
- From this org
- $693,852
- From related orgs
- $0
- Other
- $58,906
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $537,825
- Bonus
- $134,355
- Other
- $21,672
- Deferred
- $21,000
- Nontaxable benefits
- $37,906
- Filer's total
- $752,758
-
JOHN BRETTHAUER
EVP, CHIEF ADMINISTRATIVE OFFICER
- Total calculated
- $1,638,701
- From this org
- $1,563,546
- From related orgs
- $0
- Other
- $75,155
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $450,774
- Bonus
- $95,004
- Other
- $1,017,768
- Deferred
- $21,000
- Nontaxable benefits
- $54,155
- Filer's total
- $1,638,701
-
ROBERT O'GRADY
EVP, CHIEF OPERATING OFFICER
- Total calculated
- $922,825
- From this org
- $863,919
- From related orgs
- $0
- Other
- $58,906
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $680,509
- Bonus
- $167,232
- Other
- $16,178
- Deferred
- $21,000
- Nontaxable benefits
- $37,906
- Filer's total
- $922,825
-
HUDSON LEE
EVP, CHIEF RISK OFFICER
- Total calculated
- $645,142
- From this org
- $586,236
- From related orgs
- $0
- Other
- $58,906
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $470,751
- Bonus
- $98,273
- Other
- $17,212
- Deferred
- $21,000
- Nontaxable benefits
- $37,906
- Filer's total
- $645,142
-
RICHARD HUBENY
EVP, CHIEF LENDING OFFICER
- Total calculated
- $617,538
- From this org
- $550,188
- From related orgs
- $0
- Other
- $67,350
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $416,650
- Bonus
- $87,519
- Other
- $46,019
- Deferred
- $21,000
- Nontaxable benefits
- $46,350
- Filer's total
- $617,538
-
PATRICK ZARIFIAN
EVP, CHIEF EXPERIENCE OFFICER
- Total calculated
- $560,030
- From this org
- $484,876
- From related orgs
- $0
- Other
- $75,154
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $379,672
- Bonus
- $61,821
- Other
- $43,383
- Deferred
- $21,000
- Nontaxable benefits
- $54,154
- Filer's total
- $560,030
-
CHARLES LACUESTA
SVP, CHIEF INFORMATION OFFICER
- Total calculated
- $446,673
- From this org
- $409,663
- From related orgs
- $0
- Other
- $37,010
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $326,281
- Bonus
- $53,887
- Other
- $29,495
- Deferred
- $21,000
- Nontaxable benefits
- $16,010
- Filer's total
- $446,673
-
FRANK BERRIZ
CMT PRESIDENT, CEO
- Total calculated
- $443,532
- From this org
- $389,238
- From related orgs
- $0
- Other
- $54,294
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $228,076
- Bonus
- $150,000
- Other
- $11,162
- Deferred
- $15,909
- Nontaxable benefits
- $38,385
- Filer's total
- $443,532
-
MARVEL FORD
SVP, CHIEF ADVOCACY OFFICER
- Total calculated
- $379,046
- From this org
- $344,019
- From related orgs
- $0
- Other
- $35,027
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $280,804
- Bonus
- $46,741
- Other
- $16,474
- Deferred
- $19,017
- Nontaxable benefits
- $16,010
- Filer's total
- $379,046
-
JILL VASANT
EVP, CHIEF MARKETING OFFICER
- Total calculated
- $486,844
- From this org
- $452,202
- From related orgs
- $0
- Other
- $34,642
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $384,670
- Bonus
- $55,935
- Other
- $11,597
- Deferred
- $21,000
- Nontaxable benefits
- $13,642
- Filer's total
- $486,844
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
-
2025
- Revenue
- $260,469,150
- Expenses
- $228,922,639
- Contributions
- $0
- Grants paid
- $362,027
-
2023
- Revenue
- $204,850,638
- Expenses
- $184,990,439
- Contributions
- $0
- Grants paid
- $123,791
-
2022
- Revenue
- $152,708,557
- Expenses
- $129,286,444
- Contributions
- $0
- Grants paid
- $135,350
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
-
CALIFORNIA CREDIT UNION FOUNDATION
$100,000
2025 TO EMPOWER LOCAL COMMUNITIES BY FUNDING STUDENT SCHOLARSHIPS, TEACHER GRANTS, AND EDUCATIONAL INITIATIVES THAT PROMOTE FINANCIAL WELL-BEING AND COMMUNITY GROWTH.
-
2025 DISTRICT TEACHERS OF THE YEAR; PRINCIPAL AND ASSISTANT PRINCIPAL OF THE YEAR; EVERYDAY HEROES; NBCT TO HELP STUDENTS ACHIEVE ACADEMIC SUCCESS THROUGH EDUCATIONAL PROGRAMSAND SUPPORT TEACHERS BY SPONSORING YEARLY AWARDS.
-
WORLDWIDE FOUNDATION FOR CREDIT
$27,990
2022 IN SUPPORT OF THE WFCU'S UKRAINIAN CREDIT UNION DISPLACEMENT FUND TO HELP MITIGATE SHORT- AND LONG-TERM IMPACTS TO UKRAINE'S CREDIT UNION SYSTEM.
-
2025 TO HELP PROVIDE RESOURCES FOR EDUCATORS, SUPPORTIVE LEARNING AND ASSIST IN SPONSORING THE ACADEMIC DECATHLON.
-
2025 TO HELP STRENGTHEN TARGETED DISTRICT PROGRAMS AND LEARNING INITIATIVES, ENSURING EQUITABLE OPPORTUNITIES FOR EVERY CHILD'S ACADEMIC SUCCESS
-
$23,200
2025 TO RAISE FUNDS AND AWARENESS FOR LOCAL CHILDREN'S HOSPITALS IN CALIFORNIA AND NEVADA.
-
$15,000
2022 IN SUPPORT OF MIDWAY'S STEM FIELD TRIP PROGRAM AND THE NO CHILD LEFT ASHORE SCHOLARSHIP FUND.
-
$15,000
2025 TO ASSIST IN GROWING THE MUSEUM'S YOUTH EDUCATION PROGRAMS.
-
$15,000
2023 IN SUPPORT OF MIDWAY'S STEM FIELD TRIP PROGRAM AND THE NO CHILD LEFT ASHORE SCHOLARSHIP FUND.
-
2022 IN SUPPORT OF THE ZOO'S INNOVATIVE ANIMAL CARE AND GLOBAL WILDLIFE CONSERVATION EFFORTS.
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 2025 return
-
CALIFORNIA CREDIT UNION FOUNDATION
501(C)(3) · COLLECTION OF CHARITABLE DONATIONS FROM EMPLOYEES AND GENERAL PUBLIC · CA
Declared as related by
-
CALIFORNIA CREDIT UNION FOUNDATION
On its 2024 return
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 2025 return
-
CALIFORNIA MEMBERS TITLE INSURANCE COMPANY
C · INSURANCE SERVICES · CA · 100% owned · share of income $1,054,722 · share of assets $2,792,787 · controlled entity
-
CALIFORNIA MEMBERS HOLDING COMPANY
C · FINANCIAL SERVICES · CA · 100% owned · share of assets $2,792,787 · controlled entity
-
CALIFORNIA MEMBERS TITLE COMPANY
C · INSURANCE SERVICES · CA · 100% owned · 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 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 2025, the newest we have parsed for this organization.