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ADELFI CREDIT UNION

EIN 95-6111723 SAN DIMAS, CA

Revenue 2024
$35,658,099
Expenses 2024
$38,179,006

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
14
NTEE code
W61
Classification
1000
Street
255 N LONE HILL 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.

  • Abel Luis Pomar

    Former President CEO

    Total calculated
    $819,685
    From this org
    $776,486
    From related orgs
    $0
    Other
    $43,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $392,645
    Bonus
    $181,576
    Other
    $202,265
    Deferred
    $15,525
    Nontaxable benefits
    $27,674
    Filer's total
    $819,685

  • Nicki Harms

    SVP CFO

    Total calculated
    $492,931
    From this org
    $443,890
    From related orgs
    $0
    Other
    $49,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,400
    Bonus
    $24,923
    Other
    $76,567
    Deferred
    $15,525
    Nontaxable benefits
    $33,516
    Filer's total
    $492,931

  • Bentley Hatcher

    Former SVP Chief Lending Officer

    Total calculated
    $405,768
    From this org
    $369,676
    From related orgs
    $0
    Other
    $36,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,509
    Bonus
    $17,135
    Other
    $98,032
    Deferred
    $0
    Nontaxable benefits
    $36,092
    Filer's total
    $405,768

  • Charles Kelly

    SVP Chief Technology and Operations Officer

    Total calculated
    $342,585
    From this org
    $300,388
    From related orgs
    $0
    Other
    $42,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,036
    Bonus
    $19,352
    Other
    $0
    Deferred
    $13,567
    Nontaxable benefits
    $28,630
    Filer's total
    $342,585

  • Susan Rushing

    SVP Chief Risk Officer/Interim CEO

    Total calculated
    $336,217
    From this org
    $310,708
    From related orgs
    $0
    Other
    $25,509
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,364
    Bonus
    $19,464
    Other
    $2,879
    Deferred
    $13,852
    Nontaxable benefits
    $11,657
    Filer's total
    $336,216

  • Jimmy Lee

    SVP Chief Marketing Officer

    Total calculated
    $322,620
    From this org
    $281,710
    From related orgs
    $0
    Other
    $40,910
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,000
    Bonus
    $11,710
    Other
    $0
    Deferred
    $12,880
    Nontaxable benefits
    $28,030
    Filer's total
    $322,620

  • Carey Price

    SVP Chief Banking Officer

    Total calculated
    $305,377
    From this org
    $292,098
    From related orgs
    $0
    Other
    $13,279
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,000
    Bonus
    $0
    Other
    $2,098
    Deferred
    $13,050
    Nontaxable benefits
    $229
    Filer's total
    $305,377

  • Wilhelmina Salcedo

    VP Controller

    Total calculated
    $229,262
    From this org
    $192,396
    From related orgs
    $0
    Other
    $36,866
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,250
    Bonus
    $5,146
    Other
    $0
    Deferred
    $8,835
    Nontaxable benefits
    $28,031
    Filer's total
    $229,262

  • Heath Burke

    Former VP Information Technology

    Total calculated
    $212,251
    From this org
    $179,768
    From related orgs
    $0
    Other
    $32,483
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,554
    Bonus
    $10,942
    Other
    $26,272
    Deferred
    $8,246
    Nontaxable benefits
    $24,237
    Filer's total
    $212,251

  • Schuyler Francine

    Deposit Business Development Officer

    Total calculated
    $207,656
    From this org
    $171,709
    From related orgs
    $0
    Other
    $35,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,000
    Bonus
    $56,709
    Other
    $0
    Deferred
    $7,916
    Nontaxable benefits
    $28,031
    Filer's total
    $207,656

  • Brian Constable

    Former VP Enterprise Banking

    Total calculated
    $205,508
    From this org
    $177,833
    From related orgs
    $0
    Other
    $27,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,050
    Bonus
    $6,955
    Other
    $29,828
    Deferred
    $8,121
    Nontaxable benefits
    $19,554
    Filer's total
    $205,508

  • Diana Reynolds

    VP Compliance and Internal Controls

    Total calculated
    $203,310
    From this org
    $184,193
    From related orgs
    $0
    Other
    $19,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,069
    Bonus
    $8,495
    Other
    $629
    Deferred
    $8,260
    Nontaxable benefits
    $10,857
    Filer's total
    $203,310

  • Christopher Montes

    Vice-Chairman

    Total calculated
    $4,788
    From this org
    $4,788
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Robert Todd Anderson

    Chairman

    Total calculated
    $4,720
    From this org
    $4,720
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Graham Crain

    Director

    Total calculated
    $0
    Hours/week
    5

  • Sebastian Igreti

    Director

    Total calculated
    $0
    Hours/week
    5

  • Joshua Guttau

    Director

    Total calculated
    $0
    Hours/week
    5

  • Jeremy Anderson

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • John Bastian

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Hal Hoxie

    Director

    Total calculated
    $0
    Hours/week
    5

  • Hilda Kennedy

    Director

    Total calculated
    $0
    Hours/week
    5

  • Dave Walker

    Director

    Total calculated
    $0
    Hours/week
    5

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
    $35,658,099
    Expenses
    $38,179,006
    Contributions
    $0
    Grants paid
    $204,412
  • 2023
    Revenue
    $32,611,638
    Expenses
    $31,295,089
    Contributions
    $0
    Grants paid
    $441,550
  • 2022
    Revenue
    $55,925,105
    Expenses
    $26,687,502
    Contributions
    $0
    Grants paid
    $3,536,606

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

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.