Patelco Credit Union
- Dublin, CA
- Tax-exempt since Sept. 1961
- EIN: 94-0755684
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Organization summary
Type of Nonprofit
Designated as a State-chartered credit unions and mutual reserve funds.
Summary charts: organization finances over time
Revenue
$315M (2022)
Expenses
$243M (2022)
Total Assets
$9.07B (2022)
Total Liabilities
$8.33B (2022)
Years with missing data
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending Dec.
2022
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$314,717,655
Expenses
$243,406,109
Net Income
$71,311,546
Net Assets
$746,415,000
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $262,887,836 | 83.5% |
| Investment Income | $34,755,776 | 11.0% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $2,672,276 | 0.8% |
| Net Fundraising | $0 | |
| Sales of Assets | $2,469,617 | 0.8% |
| Net Inventory Sales | $0 | |
| Other Revenue | $11,932,150 | 3.8% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $4,608,404 | 1.9% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $74,291,082 | 30.5% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $9,073,686,000 | |
| Total Liabilities | $8,327,271,000 | |
| Net Assets | $746,415,000 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Erin Mendez (President/Ceo/Director) | $1,250,282 | $0 | $44,818 |
| Emmanuel Pablo (Finanical Advisor Ii) | $914,471 | $0 | $50,608 |
| Kevin Hayden (Ext. Home Loan Cons) | $610,299 | $0 | $54,700 |
| Kalyan Majmundar (Chief Technology Officer) | $498,021 | $0 | $44,280 |
| Melissa Morgan (Chief Retail Officer) | $488,639 | $0 | $383,608 |
| Mitsuho Wada (Chief Lending Officer) | $483,873 | $0 | $225,411 |
| Angela Jeffers (Svp, General Counsel) | $480,402 | $0 | $31,685 |
| Nancy Hernandez Guzman (Finanical Advisor) | $476,220 | $0 | $43,361 |
| Darryl Hall (Finanical Advisor) | $462,552 | $0 | $42,740 |
| Susan Makris (Chief Administrative Officer) | $448,444 | $0 | $385,149 |
| Susan Gruber (Evp, Cfo (Ended 05/2022)) | $369,985 | $0 | $28,438 |
| Ameet Seth (Svp, Delivery) | $359,033 | $0 | $48,088 |
| Vincent Salinas (Vp, Home Loans) | $348,337 | $0 | $22,645 |
| Joshua Garrison (Vp, Consumer Lending) | $277,443 | $0 | $38,446 |
| Rolland Jurgens (Evp, Cfo (As Of 10/2022)) | $84,346 | $0 | $11,057 |
| Colleen Cabey (Director) | $0 | $0 | $0 |
| Debbie Chaw (2 Nd Vice Chair) | $0 | $0 | $0 |
| Garick Zillgitt (1 St Vice Chair) | $0 | $0 | $0 |
| Jeffrey Parks (Director) | $0 | $0 | $0 |
| Jesse Rivera (Chairman) | $0 | $0 | $0 |
| Peter Hanelt (Director) | $0 | $0 | $0 |
| Race Chen (Director) | $0 | $0 | $0 |
| Robert Mccormish (Director) | $0 | $0 | $0 |
| Tracey Scott (Secretary/Director) | $0 | $0 | $0 |
| Vickie Rath (Treasurer/Director) | $0 | $0 | $0 |
Document Links
990
Filed on Nov. 8, 2023Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
XML
Fiscal Year Ending Dec.
2021
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$276,202,116
Expenses
$220,010,224
Net Income
$56,191,892
Net Assets
$841,768,000
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $220,931,354 | 80.0% |
| Investment Income | $16,389,738 | 5.9% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $2,667,590 | 1.0% |
| Net Fundraising | $0 | |
| Sales of Assets | $16,004,265 | 5.8% |
| Net Inventory Sales | $0 | |
| Other Revenue | $20,209,169 | 7.3% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $5,424,796 | 2.5% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $62,342,826 | 28.3% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $9,047,982,000 | |
| Total Liabilities | $8,206,214,000 | |
| Net Assets | $841,768,000 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Yip Channing E (Loan Sales) | $1,020,131 | $0 | $24,719 |
| Erin Mendez (President/Ceo/Director) | $985,414 | $0 | $41,454 |
| Emmanuel Pablo (Loan Sales) | $709,317 | $0 | $41,454 |
| Kevin Hayden (Investment Sales) | $489,686 | $0 | $51,565 |
| Arlene J Piazza (Loan Sales) | $486,949 | $0 | $32,710 |
| Michelle M Vautour (Loan Sales) | $461,739 | $0 | $36,105 |
| Susan Gruber (Evp, Cfo) | $405,200 | $0 | $49,140 |
| Kalyan Majmundar (Cto) | $397,660 | $0 | $42,313 |
| Melissa Morgan (Chief Retail Officer) | $375,289 | $0 | $33,581 |
| Mitsuho R Wada (Clo) | $370,262 | $0 | $40,840 |
| Angela L Jeffers (Svp, General Council) | $362,155 | $0 | $30,966 |
| Susan Makris (Cao) | $335,230 | $0 | $33,644 |
| Kevin Landel (Svp, Innovation) | $317,666 | $0 | $45,823 |
| Vincent B Salinas (Vp Real Estate Lending) | $280,498 | $0 | $21,424 |
| Ameet Seth (Vp Branches) | $266,719 | $0 | $45,179 |
| Erik L Welch (Vp Retail Operations) | $251,394 | $0 | $24,377 |
| Rina Johnson (Vp Marketing) | $246,999 | $0 | $32,189 |
| Leilani V Apolonio (Vp Payment Operations) | $226,894 | $0 | $27,317 |
| Joshua L Garrison (Vp, Consumer Lending) | $210,255 | $0 | $34,117 |
| Susan Ccoleman (Vp Internal Audit) | $202,036 | $0 | $26,581 |
| Stephanie Shah (Dir. Enterprise Business Services) | $191,125 | $0 | $39,999 |
| Christopher Allen (Chief Risk Officer) | $129,000 | $0 | $0 |
| Jesse Rivera (Secretary) | $0 | $0 | $0 |
| Vickie Rath (Treasurer) | $0 | $0 | $0 |
| Peter Hanlet (Chairman) | $0 | $0 | $0 |
| See filing for compensation of 7 other people → | |||
Document Links
990
Filed on Nov. 3, 2022Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
XML
Fiscal Year Ending Dec.
2020
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$278,445,780
Expenses
$247,581,568
Net Income
$30,864,212
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $235,000,787 | 84.4% |
| Investment Income | $15,743,888 | 5.7% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $230,092 | 0.1% |
| Net Fundraising | $0 | |
| Sales of Assets | $19,708,242 | 7.1% |
| Net Inventory Sales | $0 | |
| Other Revenue | $7,762,771 | 2.8% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $6,795,537 | 2.7% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $60,999,770 | 24.6% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $8,433,823,239 | |
| Total Liabilities | $7,631,272,239 | |
| Net Assets | $802,551,000 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Erin Mendez (President/Ceo) | $1,168,119 | $0 | $41,307 |
| Mitsuho R Wada (Clo) | $758,271 | $0 | $40,752 |
| Emmanuel Pablo (Loan Sales) | $678,802 | $0 | $41,307 |
| Susan Gruber (Evp, Cfo) | $516,641 | $0 | $49,222 |
| Yip Channing E (Loan Sales) | $485,623 | $0 | $23,915 |
| Kevin Hayden (Investment Sales) | $473,094 | $0 | $52,084 |
| Melissa Morgan (Chief Retail Officer) | $461,056 | $0 | $33,444 |
| Brandon L Blalock (Loan Sales) | $416,692 | $0 | $35,952 |
| Kalyan Majmumdar (Cto) | $407,919 | $0 | $42,257 |
| Susan Makris (Cao) | $405,604 | $0 | $33,468 |
| Andrew J Kush (Loan Sales) | $394,926 | $0 | $32,184 |
| Kevin Landel (Svp, Innovation) | $392,849 | $0 | $48,378 |
| Vincent B Salinas (Vp Real Estate Lending) | $332,033 | $0 | $21,159 |
| Michael Porrier (Vp, Consumer Lending) | $326,754 | $0 | $44,811 |
| Ameet Seth (Vp Branches) | $318,673 | $0 | $44,964 |
| Elaine Hamann (Vp Digital Delivery) | $308,378 | $0 | $18,039 |
| Erik L Welch (Vp Retail Operations) | $301,467 | $0 | $24,110 |
| Angela L Jeffers (Svp, General Council) | $283,948 | $0 | $29,635 |
| Susan Ccoleman (Vp Internal Audit) | $273,974 | $0 | $31,506 |
| Rina Johnson (Vp Marketing) | $269,852 | $0 | $29,872 |
| Leilani V Apolonio (Vp Payment Operations) | $268,018 | $0 | $28,622 |
| Jeffrey Parks (Director) | $1,002 | $0 | $0 |
| Peter Hanlet (Chairman) | $979 | $0 | $0 |
| Race Chen (Treasurer) | $0 | $0 | $0 |
| Robert A Mccormish (Director) | $0 | $0 | $0 |
| See filing for compensation of 8 other people → | |||
Document Links
990
Filed on Nov. 17, 2021Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
XML
Fiscal Year Ending Dec.
2019
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$299,706,510
Expenses
$234,831,465
Net Income
$64,875,045
Net Assets
$760,188,292
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $254,725,263 | 85.0% |
| Investment Income | $31,481,292 | 10.5% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $6,888,815 | 2.3% |
| Net Inventory Sales | $0 | |
| Other Revenue | $6,611,140 | 2.2% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $55,407,809 | 23.6% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $7,290,342,964 | |
| Total Liabilities | $6,530,154,672 | |
| Net Assets | $760,188,292 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Erin Mendez (President/Ceo) | $992,069 | $0 | $55,080 |
| Kevin Hayden (Investment Sales) | $619,986 | $0 | $30,367 |
| Emmanuel Pablo (Loan Sales) | $576,309 | $0 | $50,298 |
| Susan Gruber (Evp, Cfo) | $529,202 | $0 | $36,627 |
| Arlene J Piazza (Loan Sales) | $509,990 | $0 | $45,435 |
| Mitsuho R Wada (Clo) | $474,111 | $0 | $30,781 |
| Melissa Morgan (Chief Retail Officer) | $466,794 | $0 | $53,054 |
| Yip Channing E (Loan Sales) | $452,788 | $0 | $49,258 |
| Kevin Landel (Svp, Innovation) | $436,199 | $0 | $34,736 |
| Susan Makris (Cao) | $417,208 | $0 | $47,290 |
| Christopher Allen (Cheif Risk Officer) | $411,497 | $0 | $32,761 |
| Gloria R Castillo (Loan Sales) | $400,883 | $0 | $25,237 |
| Brent Gifford (Vp Information Security) | $343,774 | $0 | $30,520 |
| Ameet Seth (Vp Branches) | $342,401 | $0 | $31,997 |
| Vincent Salinas (Vp Real Estate Lending) | $320,727 | $0 | $37,766 |
| Rina Johnson (Vp Marketing) | $310,414 | $0 | $28,418 |
| Michael Poirier (Vp Consumer Lending) | $309,642 | $0 | $31,472 |
| Erik Welch (Vp Retail Operations) | $304,248 | $0 | $18,789 |
| Elaine Hamann (Vp Digital Delivery) | $302,134 | $0 | $18,704 |
| Leilani Apolonio (Vp Payment Operations) | $292,244 | $0 | $27,328 |
| Susan Coleman (Vp Internal Audit) | $290,690 | $0 | $29,135 |
| Julie Harrison (Vp Hr (Term Ended 12/31/19)) | $285,992 | $0 | $35,263 |
| Matthew Reidy (Vp, Financial (Term Ended 10/25/19)) | $276,383 | $0 | $25,969 |
| Jennifer K Zocchi (Vp Controller (Term Ended 12/6/19)) | $264,555 | $0 | $18,508 |
| Michelle L Greear (Vp Training) | $262,207 | $0 | $17,365 |
| See filing for compensation of 16 other people → | |||
Document Links
990
Filed on Nov. 10, 2020Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
XML
Fiscal Year Ending Dec.
2018
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$264,823,443
Expenses
$199,301,098
Net Income
$65,522,345
Net Assets
$680,965,532
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $223,327,760 | 84.3% |
| Investment Income | $30,659,460 | 11.6% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $2,463,000 | 0.9% |
| Net Inventory Sales | $0 | |
| Other Revenue | $8,373,223 | 3.2% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $6,602,434 | 3.3% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $51,620,153 | 25.9% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $6,592,553,961 | |
| Total Liabilities | $5,911,588,429 | |
| Net Assets | $680,965,532 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Erin Mendez (President/Ceo) | $884,226 | $0 | $50,839 |
| Emmanuel Pablo (Financial Advisor) | $638,068 | $0 | $46,567 |
| Arlene J Piazza (Home Loan Consultant) | $471,302 | $0 | $22,273 |
| Richard Wada (Financial Advisor) | $468,735 | $0 | $17,167 |
| Susan Gruber (Evp, Cfo) | $463,953 | $0 | $32,689 |
| Melissa Morgan (Svp, Chief Retail Officer) | $434,130 | $0 | $39,602 |
| Kevin Landel (Svp, Chief Information Off) | $407,093 | $0 | $27,426 |
| Darryl J Hall (Financial Advisor) | $383,767 | $0 | $31,413 |
| Christopher Allen (Svp, Cheif Risk Officer) | $381,510 | $0 | $28,525 |
| Susan Makris (Chief Human Resource Offic) | $373,923 | $0 | $30,785 |
| James F Marasco (Home Loan Consultant) | $363,897 | $0 | $25,170 |
| Ameet Seth (Vp Of Retail & Investments) | $300,897 | $0 | $24,584 |
| Michelle Gadker Anderson (Vp Of Consumer Lending & C) | $299,053 | $0 | $25,244 |
| Srividya Balaji (Vp Software Development) | $295,946 | $0 | $19,784 |
| Brent Gifford (Vp Information Security) | $291,268 | $0 | $23,853 |
| Vincent Salinas (Vp Of Home Loans) | $289,602 | $0 | $33,835 |
| Martin Doyle (Vp Of Technology) | $288,614 | $0 | $25,641 |
| Michael Poirier (Vp Member Business Lending) | $288,008 | $0 | $24,825 |
| Erik Welch (Vp Retail Operations) | $286,320 | $0 | $17,865 |
| Matthew Reidy (Vp, Financial Analysis & A) | $284,125 | $0 | $25,155 |
| Leilani Apolonio (Vp Operations) | $274,378 | $0 | $25,818 |
| Rina Johnson (Vp Marketing) | $273,832 | $0 | $27,155 |
| Mark Peters (Vp Project Management) | $261,565 | $0 | $23,634 |
| Rebecca Arcia Nicolay (Vp Consumer Underwriting) | $182,957 | $0 | $11,265 |
| Peter Hanlet (Chairman) | $9,389 | $0 | $0 |
| See filing for compensation of 11 other people → | |||
Document Links
990
Filed on July 28, 2020Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)
Fiscal Year Ending Dec.
2017
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$219,637,554
Expenses
$167,139,572
Net Income
$52,497,982
Net Assets
$626,114,448
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $182,350,329 | 83.0% |
| Investment Income | $28,305,959 | 12.9% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $887,425 | 0.4% |
| Net Inventory Sales | $0 | |
| Other Revenue | $8,093,841 | 3.7% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $6,962,422 | 4.2% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $41,318,268 | 24.7% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $6,055,263,986 | |
| Total Liabilities | $5,429,149,538 | |
| Net Assets | $626,114,448 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Erin Mendez (President/Ceo) | $802,878 | $0 | $51,467 |
| Emmanuel Pablo (Financial Advisor) | $502,400 | $0 | $46,793 |
| Susan Gruber (Svp, Cfo) | $430,880 | $0 | $33,744 |
| Melissa Morgan (Svp, Chief Retail Officer) | $414,661 | $0 | $37,751 |
| Kenneth Darling (Chief Credit Officer) | $410,201 | $0 | $10,823 |
| Kevin Landel (Svp, Chief Information Off) | $404,678 | $0 | $30,670 |
| Christopher Allen (Svp, Chief Risk Officer) | $368,327 | $0 | $28,357 |
| James F Marasco (Home Loan Consultant) | $367,538 | $0 | $30,078 |
| Susan Makris (Chief Human Resource Offic) | $353,824 | $0 | $25,600 |
| Arlene J Piazza (Home Loan Consultant) | $300,544 | $0 | $21,356 |
| Erik Welch (Vp Retail Operations) | $271,698 | $0 | $17,463 |
| Andrew J Kush (Director Of Mortgage Sales) | $271,399 | $0 | $22,347 |
| Martin Doyle (Vp Of Technology) | $267,657 | $0 | $19,353 |
| Ameet Seth (Vp Of Retail & Investments) | $266,801 | $0 | $26,223 |
| Vincent Salinas (Vp Of Home Loans) | $266,169 | $0 | $31,949 |
| Joseph E Long (Insurance Agent) | $265,694 | $0 | $23,173 |
| Deborah Colby (Svp, Planning & Member Exp) | $263,640 | $0 | $35,688 |
| Michael Poirier (Vp Member Business Lending) | $257,816 | $0 | $26,818 |
| Leilani Apolonio (Vp Operations) | $257,226 | $0 | $24,602 |
| Brent Gifford (Vp Information Security) | $257,133 | $0 | $24,988 |
| Michelle Gadker Anderson (Vp Of Consumer Lending & Card Services) | $253,518 | $0 | $26,501 |
| Mark Peters (Vp Project Management) | $252,605 | $0 | $26,412 |
| Srividya Balaji (Vp Software Development) | $252,397 | $0 | $21,705 |
| Pansy Fong (Vp Accounting) | $237,523 | $0 | $7,781 |
| Matthew Reidy (Vp, Financial Analysis & Analytics) | $228,285 | $0 | $24,073 |
| See filing for compensation of 17 other people → | |||
Document Links
990
Filed on Nov. 13, 2018Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
PDF XML
Fiscal Year Ending Dec.
2016
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$197,930,997
Expenses
$148,663,366
Net Income
$49,267,631
Net Assets
$575,234,828
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $159,797,027 | 80.7% |
| Investment Income | $22,041,849 | 11.1% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $8,554,119 | 4.3% |
| Net Inventory Sales | $0 | |
| Other Revenue | $7,538,002 | 3.8% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $6,053,150 | 4.1% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $39,063,419 | 26.3% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $5,463,556,120 | |
| Total Liabilities | $4,888,321,292 | |
| Net Assets | $575,234,828 |
Other
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Erin Mendez (President/Ceo) | $759,450 | $0 | $223,527 |
| Emmanuel Pablo (Financial Consultant) | $535,673 | $0 | $45,852 |
| James Marasco (Home Loan Consultant) | $534,514 | $0 | $42,705 |
| Susan Gruber (Svp, Cfo) | $376,052 | $0 | $31,218 |
| Melissa Morgan (Svp, Chief Retail Officer) | $371,806 | $0 | $21,850 |
| Johnny D Taboada (Senior Mortgage Consultant) | $342,317 | $0 | $14,282 |
| Kevin Landel (Svp, Chief Information Officer) | $337,250 | $0 | $28,345 |
| Kenneth Darling (Chief Credit Officer) | $332,485 | $0 | $23,122 |
| Christopher Allen (Svp, Chief Risk Officer) | $315,224 | $0 | $27,221 |
| Susan Makris (Chief Human Resource Officer) | $304,773 | $0 | $22,297 |
| Darryl Hall (Financial Consultant) | $304,766 | $0 | $32,961 |
| Patricia A Vallejo (Home Loan Consultant) | $300,402 | $0 | $22,086 |
| Scott Scherschligt Ended 10516 (Vp Inv & Ins Services) | $296,842 | $0 | $19,203 |
| Jose Jimenez Ended 11116 (Chief Risk Officer) | $289,786 | $0 | $26,539 |
| Deborah Colby (Svp, Planning & Member Exp) | $281,953 | $0 | $41,519 |
| Pansy Fong (Vp Accounting) | $257,667 | $0 | $14,738 |
| Brent Gifford (Vp Information Security) | $248,531 | $0 | $22,397 |
| Erik Welch (Vp Retail Operations) | $244,877 | $0 | $17,270 |
| Srividya Balaji (Vp Software Development) | $242,902 | $0 | $20,135 |
| Martin Doyle (Vp Of Technology) | $241,131 | $0 | $19,497 |
| Leilani Apolonio (Vp Operations) | $229,779 | $0 | $15,675 |
| Michael Poirier (Vp Member Business Lending) | $228,507 | $0 | $21,159 |
| Vincent Salinas (Vp Of Home Loans) | $225,190 | $0 | $28,498 |
| Mark Peters (Vp Project Management) | $221,051 | $0 | $25,136 |
| Rebecca Arcia Nicolay (Vp Consumer Underwriting) | $212,695 | $0 | $14,040 |
| See filing for compensation of 9 other people → | |||
Document Links
990
Filed on Nov. 13, 2017Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
PDF XML
Fiscal Year Ending Dec.
2015
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$173,161,261
Expenses
$142,974,205
Net Income
$30,187,056
Net Assets
$529,120,732
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $141,680,867 | 81.8% |
| Investment Income | $16,832,872 | 9.7% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $7,827,486 | 4.5% |
| Net Inventory Sales | $0 | |
| Other Revenue | $6,820,036 | 3.9% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $7,433,591 | 5.2% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $38,105,209 | 26.7% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,741,673,876 | |
| Total Liabilities | $4,212,553,144 | |
| Net Assets | $529,120,732 |
Other
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Erin Mendez (President/Ceo) | $769,358 | $0 | $208,934 |
| Emmanuel Pablo (Financial Consultant) | $652,343 | $0 | $44,745 |
| James Marasco (Home Loan Consultant) | $456,618 | $0 | $47,741 |
| Darryl Hall (Financial Consultant) | $337,825 | $0 | $29,702 |
| Susan Gruber (Cfo) | $330,942 | $0 | $27,168 |
| Kenneth Darling (Chief Credit Officer) | $323,024 | $0 | $23,038 |
| Melissa Morgan (Chief Retail Officer) | $307,065 | $0 | $14,141 |
| Christopher Allen (Chief Audit Executive) | $305,298 | $0 | $23,695 |
| Jose Jimenez (Chief Risk Officer) | $301,519 | $0 | $25,918 |
| Kevin Landel (Chief Information Officer) | $301,329 | $0 | $25,911 |
| Jane Krueger (Financial Consultant) | $294,705 | $0 | $17,759 |
| Arlene Piazza (Home Loan Consultant) | $289,534 | $0 | $20,891 |
| Susan Makris (Chief Human Resource Officer) | $286,157 | $0 | $20,284 |
| Scott Scherschligt Eff12015 (Vp Inv & Ins Services) | $271,568 | $0 | $21,358 |
| Scott George (Vp Information Systems) | $254,047 | $0 | $17,854 |
| Pansy Fong (Vp Accounting) | $253,164 | $0 | $14,412 |
| Rebecca Arcia Nicolay (Vp Consumer Underwriting) | $245,539 | $0 | $33,330 |
| Alison Jones Ended 922015 (Vp Marketing) | $237,271 | $0 | $24,396 |
| Lizbeth Stewart (Vp Collections) | $232,585 | $0 | $30,635 |
| Martin Doyle (Vp Of Technology) | $230,965 | $0 | $16,393 |
| Brent Gifford Eff 12015 (Vp Information Security) | $224,089 | $0 | $17,871 |
| Vincent Salinas (Vp Of Home Loans) | $220,332 | $0 | $25,035 |
| Michael Poirier (Vp Member Business Lending) | $216,421 | $0 | $17,787 |
| Mark Peters (Vp Project Management) | $212,181 | $0 | $19,822 |
| Leilani Apolonio (Vp Operations) | $211,166 | $0 | $14,676 |
| See filing for compensation of 17 other people → | |||
Document Links
990
Filed on Nov. 18, 2016Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
PDF XML
Fiscal Year Ending Dec.
2014
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$159,683,742
Expenses
$116,985,443
Net Income
$42,698,299
Net Assets
$506,588,471
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $130,666,345 | 81.8% |
| Investment Income | $15,852,001 | 9.9% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $5,001,598 | 3.1% |
| Net Inventory Sales | $0 | |
| Other Revenue | $8,163,798 | 5.1% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $5,544,612 | 4.7% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $36,161,979 | 30.9% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,195,707,329 | |
| Total Liabilities | $3,689,118,858 | |
| Net Assets | $506,588,471 |
Other
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Erin Mendez (President/Ceo) | $773,005 | $0 | $224,699 |
| Emmanuel Pablo (Financial Consultant) | $604,773 | $0 | $56,478 |
| James Marasco (Home Loan Consultant) | $381,116 | $0 | $58,830 |
| Kenneth Darling (Chief Credit Officer) | $343,682 | $0 | $29,127 |
| Scott Waite Ended 123114 (Cfo) | $335,139 | $0 | $47,563 |
| Darryl Hall (Financial Consultant) | $307,930 | $0 | $42,986 |
| Joseph Long (Financial Consultant) | $279,459 | $0 | $49,475 |
| Mark Hoaglin Ended 101714 (Vp Investments & Ins Services) | $273,751 | $0 | $37,737 |
| Patricia Vallejo (Home Loan Consultant) | $268,788 | $0 | $42,176 |
| Kevin Landel (Chief Information Officer) | $262,620 | $0 | $38,737 |
| Alison Jones (Vp Marketing) | $261,179 | $0 | $45,545 |
| Jose Jimenez (Chief Risk Officer) | $252,141 | $0 | $39,207 |
| Christopher Allen Eff21014 (Chief Audit Executive) | $225,509 | $0 | $34,675 |
| Rebecca Arcia Nicolay (Vp Consumer Underwriting) | $220,995 | $0 | $34,189 |
| Pansy Fong (Vp Finance) | $215,455 | $0 | $22,425 |
| Flora Nafei (Vp Sales & Member Service) | $204,885 | $0 | $31,640 |
| Scott George (Vp Information Systems) | $195,876 | $0 | $29,202 |
| Erik Welch (Vp Retail Operations) | $193,385 | $0 | $12,570 |
| Susan Makris Eff 4114 (Chief Human Resource Officer) | $186,433 | $0 | $17,352 |
| Vincent Salinas (Vp Of Home Loans) | $184,737 | $0 | $28,171 |
| Ryan Misasi Ended 52314 (Chief Retail Officer) | $178,123 | $0 | $21,746 |
| Martin Doyle (Vp Of Technology) | $169,533 | $0 | $19,791 |
| Leilani Apolonio (Vp Operations) | $168,566 | $0 | $13,765 |
| Mark Peters (Vp Project Management) | $168,211 | $0 | $35,487 |
| Cory Schwab Ended 51514 (Vp Member Business Loans) | $167,332 | $0 | $12,020 |
| See filing for compensation of 16 other people → | |||
Document Links
990
Filed on Nov. 16, 2015Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
PDF XML
Fiscal Year Ending Dec.
2013
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$158,175,470
Expenses
$106,170,645
Net Income
$52,004,825
Net Assets
$472,717,413
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $134,658,980 | 85.1% |
| Investment Income | $18,672,698 | 11.8% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$942,529 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $5,786,321 | 3.7% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $7,613,924 | 7.2% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $31,808,746 | 30.0% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,011,238,511 | |
| Total Liabilities | $3,538,521,098 | |
| Net Assets | $472,717,413 |
Other
Reported conflict of interest transactions
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Ken Burns (Ceo) | $1,263,307 | $0 | $0 |
| Emmanuel Pablo (Financial Consultant) | $584,862 | $0 | $0 |
| Scott Waite (Evp/Cfo, Ceo Patelcorp) | $352,769 | $0 | $0 |
| Mark Hoaglin (Vp Investments And Insurance Services) | $317,378 | $0 | $0 |
| Darryl Hall (Financial Consultant) | $316,017 | $0 | $0 |
| Ryan Misasi (Evp Retail Operations) | $313,867 | $0 | $0 |
| Lee Ann Giblin (Svp/Chief Administrative Officer) | $300,430 | $0 | $0 |
| Alison Jones (Vp Marketing) | $278,168 | $0 | $0 |
| Mark Martella (Financial Consultant) | $270,782 | $0 | $0 |
| James Marasco (Financial Consultant) | $267,753 | $0 | $0 |
| Rebecca Nicolay (Vp Consumer Loans) | $250,335 | $0 | $0 |
| Edwin Cassady (Vp Human Resources) | $246,125 | $0 | $0 |
| Cory Schwab (Vp Business Loans) | $245,615 | $0 | $0 |
| Hector Garza (Financial Consultant) | $243,794 | $0 | $0 |
| Pansy Fong (Vp Finance) | $225,941 | $0 | $0 |
| Scott George (Vp Core Services) | $224,088 | $0 | $0 |
| Vince Salinas (Vp Home Loans) | $201,639 | $0 | $0 |
| Kevin Landel (Svp Chief Information Officer) | $192,676 | $0 | $0 |
| Flora Nafei (Vp Sales And Member Service) | $188,667 | $0 | $0 |
| David Luu (Vp Collections) | $184,121 | $0 | $0 |
| Leilani Apolonio (Vp Operations) | $179,009 | $0 | $0 |
| Erin Mendez (Ceo) | $176,873 | $0 | $0 |
| Ron Felder (Evp Chief Credit Officer) | $171,965 | $0 | $0 |
| Sandra Scott (Vp Card Services) | $169,847 | $0 | $0 |
| Koji f*ckumoto (Vp Internal Audit) | $159,297 | $0 | $0 |
| See filing for compensation of 14 other people → | |||
Document Links
990
Filed on Nov. 18, 2014Primary tax return for a nonprofit’s activities, finances, and governance
View Filing
PDF XML
Fiscal Year Ending Dec.
2012
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2011
Extracted Financial Data
Extracted Financial Data from Form 990
Revenue
$165,618,984
Expenses
$153,412,193
Net Income
$12,206,791
Net Assets
$377,445,380
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $136,826,775 | 82.6% |
| Investment Income | $24,463,301 | 14.8% |
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $0 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $4,328,908 | 2.6% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $4,933,638 | 3.2% |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $27,158,643 | 17.7% |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,611,613,563 | |
| Total Liabilities | $3,234,168,183 | |
| Net Assets | $377,445,380 |
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2009
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending Dec.
2008
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
About This Data
Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.
The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.
In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.
We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.
Which Organizations Are Here?
Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."
Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.
Types of Nonprofits
There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »
Get the Data
For those interested in acquiring the original data from the source, here’s where our data comes from:
- Raw filing data. Includes EINs and summary financials as structured data.
- Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
- Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
- Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
- Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.
API
The data powering this website is available programmatically, via an API. Read the API documentation »
Byline
By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.
E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.
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