- Revenue 2024
- $364,119,242
- Expenses 2024
- $350,538,558
As filed
- Subsection
- 14
- Classification
- 1000
- Street
- 123 S MARENGO 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.
Mission and programs · 2024
Mission
THE GENERAL MISSION OF THE CREDIT UNION IS TO PROMOTE THRIFT, HONESTY, INTEGRITY AND A SPIRIT OF SERVICE AMONG ITS MEMBERS. IN ADDITION, THE ORGANIZATION MAKES LOANS TO ITS MEMBERS AT REASONABLE RATES, INVESTS EXCESS LIQUIDITY PRUDENTLY AND WITHIN LIMITS AS PERMITTED BY CALIFORNIA LAW, AND ENGAGES IN ANY OTHER LAWFUL ACTIVITY NOT PROHIBITED BY APPLICABLE LAWS AND REGULATIONS.
Activities or mission (Part I)
A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.
-
THE CREDIT UNION HAD $6.28 BILLION IN ASSETS, $3.35 BILLION IN LOANS AND $4.50 BILLION IN MEMBER DEPOSITS AS OF DECEMBER 31, 2024. THE CREDIT UNION POSTED NET EARNINGS OF $18 MILLION IN 2024.
-
THE CREDIT UNION'S 2024 INITIATIVES INCLUDED MEMBERSHIP GROWTH, ENHANCING PRODUCTS AND SERVICES, MORE GROWTH WITH MERGER AND PARTNERSHIPS, INCREASED SERVICE IN OUR COMMUNITIES, DEVELOPMENTS IN DELIVERY CHANNELS, AND LOAN GROWTH.
-
THE CREDIT UNION THROUGH ITS EMPLOYEES, MEMBERS, AND WESCOM FOUNDATION SUPPORTED COMMUNITY OUTREACH THROUGHOUT 2024. $1,000,000+ GRANTED TO SUPPORT NON-PROFIT PARTNERS AND NON-PROFIT ORGANIZATION , AND $25,000 DONATED TO NATIONAL MULTIPLE SCLEROSIS SOCIETY.
-
THE CREDIT UNION ACQUIRED CENTRAL COAST CREDIT UNION ON APRIL 1, 2024. THE ACQUISITION WAS UNDERTAKEN TO INCREASE EFFICIENCIES TO IMPROVE OVERALL SERVICE TO THE CONSOLIDATED MEMBER BASE. NO CONSIDERATION WAS PAID FOR THE ACQUISITION, YET THE FAIR VALUE OF THE ACQUIRED EQUITY BELOW IS REFLECTIVE OF A HYPOTHETICAL TRANSACTION PRICE. THE CREDIT UNION ASSUMED ALL ASSETS AND LIABILITIES OF THE ACQUIRED INSTITUTION AND ACCOUNTED FOR THE TRANSACTIONS AT FAIR VALUE PURSUANT TO ACQUISITION ACCOUNTING GUIDANCE. THE FAIR VALUE OF THE ACQUIRED ENTITY TOTALED $2,019,038.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
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.
-
POURIA ABBASI
BOARD MEMBER
- Total calculated
- $1,214
- From this org
- $1,214
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
HANI BHIMIJI
VICE CHAIRMAN
- Total calculated
- $11,040
- From this org
- $11,040
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
RON FISCHER
BOARD MEMBER
- Total calculated
- $13,796
- From this org
- $13,796
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
GINA FRIEDRICH
BOARD MEMBER
- Total calculated
- $15,957
- From this org
- $15,957
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
JESSICA GUTIERREZ
BOARD MEMBER
- Total calculated
- $2,914
- From this org
- $2,914
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
NORMA GARCIA GUILLEN
BOARD MEMBER
- Total calculated
- $2,218
- From this org
- $2,218
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
DANIEL KRAUS
SECRETARY
- Total calculated
- $18,552
- From this org
- $18,552
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
JEFF LUONG
BOARD MEMBER
- Total calculated
- $4,676
- From this org
- $4,676
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
DAVID PEREZ
TREASURER
- Total calculated
- $8,763
- From this org
- $8,763
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
NOEL ROSS
CHAIRMAN
- Total calculated
- $12,175
- From this org
- $12,175
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
BRAD SELBY
BOARD MEMBER
- Total calculated
- $7,285
- From this org
- $7,285
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
WILLIAMS DARREN
PRESIDENT/CEO
- Total calculated
- $2,757,486
- From this org
- $1,426,925
- From related orgs
- $0
- Other
- $1,330,561
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,027,011
- Bonus
- $372,357
- Other
- $27,557
- Deferred
- $1,295,807
- Nontaxable benefits
- $34,754
- Filer's total
- $2,757,486
-
PIPES KEITH
EXECUTIVE VP AND COO
- Total calculated
- $767,948
- From this org
- $694,360
- From related orgs
- $0
- Other
- $73,588
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $501,642
- Bonus
- $157,614
- Other
- $35,104
- Deferred
- $23,000
- Nontaxable benefits
- $50,588
- Filer's total
- $767,948
-
YU IRVING
SENIOR VP FINANCE/CFO
- Total calculated
- $648,327
- From this org
- $510,909
- From related orgs
- $0
- Other
- $137,418
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $394,057
- Bonus
- $96,463
- Other
- $20,389
- Deferred
- $86,830
- Nontaxable benefits
- $50,588
- Filer's total
- $648,327
-
PELLISSERY JOSEPH
SENIOR VP TECHNOLOGY/CIO
- Total calculated
- $677,934
- From this org
- $532,718
- From related orgs
- $0
- Other
- $145,216
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $426,169
- Bonus
- $95,496
- Other
- $11,053
- Deferred
- $97,678
- Nontaxable benefits
- $47,538
- Filer's total
- $677,934
-
PEDERSON MELISSA
SENIOR VP ADMINISTRATION
- Total calculated
- $600,306
- From this org
- $498,304
- From related orgs
- $0
- Other
- $102,002
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $388,650
- Bonus
- $82,553
- Other
- $27,101
- Deferred
- $83,914
- Nontaxable benefits
- $18,088
- Filer's total
- $600,306
-
FORRESTER HASHIM
SENIOR VP REMOTE SERVICE DELIVERY
- Total calculated
- $601,122
- From this org
- $476,737
- From related orgs
- $0
- Other
- $124,385
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $377,405
- Bonus
- $82,191
- Other
- $17,141
- Deferred
- $92,231
- Nontaxable benefits
- $32,154
- Filer's total
- $601,122
-
HOLLIS CARINA
SENIOR VP & GENERAL COUNSEL
- Total calculated
- $551,718
- From this org
- $470,557
- From related orgs
- $0
- Other
- $81,161
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $381,994
- Bonus
- $72,180
- Other
- $16,383
- Deferred
- $79,863
- Nontaxable benefits
- $1,298
- Filer's total
- $551,718
-
THOMAS CHARLES UNTIL 12024
SENIOR VP CHIEF LENDING OFFICER
- Total calculated
- $491,149
- From this org
- $464,656
- From related orgs
- $0
- Other
- $26,493
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $354,222
- Bonus
- $74,932
- Other
- $35,502
- Deferred
- $23,000
- Nontaxable benefits
- $3,493
- Filer's total
- $491,149
-
ALLEN JONATHON
SENIOR VP FINANCIAL SERVICE
- Total calculated
- $578,876
- From this org
- $449,694
- From related orgs
- $0
- Other
- $129,182
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $358,120
- Bonus
- $76,484
- Other
- $15,090
- Deferred
- $96,469
- Nontaxable benefits
- $32,713
- Filer's total
- $578,876
-
WELCH ADRIANA
SENIOR VP BRANCH OPERATION
- Total calculated
- $525,900
- From this org
- $420,087
- From related orgs
- $0
- Other
- $105,813
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $344,033
- Bonus
- $71,162
- Other
- $4,892
- Deferred
- $95,500
- Nontaxable benefits
- $10,313
- Filer's total
- $525,900
-
WINKLER STEPHANIE
VP HUMAN CAPITAL & DEVELOPMENT
- Total calculated
- $396,115
- From this org
- $356,027
- From related orgs
- $0
- Other
- $40,088
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $296,692
- Bonus
- $47,166
- Other
- $12,169
- Deferred
- $23,000
- Nontaxable benefits
- $17,088
- Filer's total
- $396,115
-
WHITE ASHLEY
SENIOR VP CHIEF MARKETING OFFICER
- Total calculated
- $432,671
- From this org
- $349,810
- From related orgs
- $0
- Other
- $82,861
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $299,915
- Bonus
- $41,209
- Other
- $8,686
- Deferred
- $65,773
- Nontaxable benefits
- $17,088
- Filer's total
- $432,671
-
LAW CINDY CHING-CHING
VP FINANCE
- Total calculated
- $410,591
- From this org
- $337,453
- From related orgs
- $0
- Other
- $73,138
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $281,924
- Bonus
- $46,502
- Other
- $9,027
- Deferred
- $23,000
- Nontaxable benefits
- $50,138
- Filer's total
- $410,591
-
REDDI DESIGAN
VP IT OPERATIONS AND ARCHITECTURE
- Total calculated
- $399,821
- From this org
- $332,318
- From related orgs
- $0
- Other
- $67,503
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $286,509
- Bonus
- $44,237
- Other
- $1,572
- Deferred
- $16,915
- Nontaxable benefits
- $50,588
- Filer's total
- $399,821
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
- $364,119,242
- Expenses
- $350,538,558
- Contributions
- $0
- Grants paid
- $1,046,675
-
2023
- Revenue
- $323,535,060
- Expenses
- $299,665,086
- Contributions
- $0
- Grants paid
- $677,922
-
2022
- Revenue
- $290,994,983
- Expenses
- $224,798,968
- Contributions
- $0
- Grants paid
- $627,664
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.
Other returns filed
-
2021 · 990
- Revenue
- $207,665,347
- Expenses
- $180,157,190
- Assets (EOY)
- $5,170,841,754
-
2020 · 990
- Revenue
- $201,120,703
- Expenses
- $185,228,950
- Assets (EOY)
- $4,502,286,439
-
2019 · 990
- Revenue
- $217,920,461
- Expenses
- $189,482,828
- Assets (EOY)
- $3,690,408,153
-
2018 · 990
- Revenue
- $200,967,857
- Expenses
- $179,852,006
- Assets (EOY)
- $3,478,388,201
-
2017 · 990
- Revenue
- $176,704,764
- Expenses
- $152,495,298
- Assets (EOY)
- $3,363,529,588
-
2016 · 990
- Revenue
- $169,998,692
- Expenses
- $148,580,025
- Assets (EOY)
- $3,179,343,177
-
2015 · 990
- Revenue
- $167,082,598
- Expenses
- $144,804,768
- Assets (EOY)
- $2,993,531,165
-
2014 · 990
- Revenue
- $164,159,276
- Expenses
- $130,806,319
- Assets (EOY)
- $2,784,423,694
-
2013 · 990
- Revenue
- $145,756,271
- Expenses
- $128,505,852
- Assets (EOY)
- $2,476,046,595
-
2012 · 990
- Revenue
- not reported
- Expenses
- $132,677,989
- Assets (EOY)
- $2,410,481,368
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$841,404
2024 TO PROVIDE FINANCIAL SUPPORT TO SPONSOR COMMUNITY SERVICE OPPORTUNITIES.
-
$551,653
2023 TO PROVIDE FINANCIAL SUPPORT TO SPONSOR COMMUNITY SERVICE OPPORTUNITIES.
-
$539,214
2022 TO PROVIDE FINANCIAL SUPPORT TO SPONSOR COMMUNITY SERVICE OPPORTUNITIES.
-
$109,759
2024 TO INCREASE FUNDS AND AWARENESS FOR CHILDREN'S HOSPITAL LOS ANGELES.
-
$46,400
2022 TO INCREASE FUNDS AND AWARENESS FOR CHILDREN'S HOSPITAL LOS ANGELES.
-
$46,016
2023 TO INCREASE FUNDS AND AWARENESS FOR CHILDREN'S HOSPITAL LOS ANGELES.
-
$30,312
2024 GENERAL SUPPORT
-
$25,500
2023 GENERAL SUPPORT
-
2024 GENERAL SUPPORT
-
RICHARD MYLES JOHNSON FOUNDATION
$20,500
2023 GENERAL SUPPORT
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 2024 return
-
501(C)(3) · CHARITY FUND · CA
Declared as related by
-
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.
Disregarded entities on its 2024 return
-
DATA PROCESSING · CA · income $5,805,959 · assets $6,979,856
Related corporations and trusts on its 2024 return
-
C · MANAGEMENT OF REAL PROPERTY · CA · 33.82% owned · share of income $1,806 · share of assets $41,212
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 registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.