Credit Unions In The State Of California
EIN 941244186 · 501(c)(14) · Public charity · Santa Rosa, CA · recognized 1961
- Assets
- $9.1B
- Revenue
- $504M
- Expenses
- $388M
- Investment income
- $81.7M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Western Builders | General contractor labor | $3,387,087 |
| Infolmage Inc | Statements provider | $2,735,720 |
| Lumin Digital | Online banking service | $2,392,870 |
| Jack Henry & Associates | Financial service provider | $1,963,877 |
| Financial Technology Solutions | Atm equipment & maintenance | $1,511,617 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Brett Martinez | President/ceo | $1,801,884 | $519,653 |
| Michael Defazio | Wealth advisor | $1,053,262 | $20,989 |
| Anthony Hildesheim | Evp/chief admin officer | $1,016,297 | $369,249 |
| Nicole Schaefer | External mortgage loan off | $843,714 | $22,113 |
| Ronald Felder | Evp/chief lending officer | $765,745 | $228,469 |
| Julie Lynch | Wealth advisor | $677,460 | $22,295 |
| Michelle Anderson | Evp/chief lending officer (thru 6/24) | $638,827 | $53,238 |
| Mishel Kaufman | Evp/chief op & risk office | $595,329 | $216,958 |
| Kristen Mahlmann | Evp/chief financial officer | $572,074 | $155,158 |
| Kristina Derkos | Former svp/people (term 02/17/ | $529,039 | $6,640 |
| Thomas Hubert | Svp/auto, insurance & wealth (thru 10/31/24) | $473,675 | $144,767 |
| Clark Matthiessen | Wealth advisor | $460,723 | $25,761 |
| Kathleen Chang | External mortgage loan off | $442,199 | $14,210 |
| Deidre Holmes Thompson | Svp/member experience | $387,518 | $179,464 |
| Todd Lindemann | Svp/payments | $381,010 | $156,824 |
| Jennifer Boyle | Svp/consumer lending & len | $373,674 | $129,237 |
| Esteban Zuno | Svp/auto, insurance & wealth | $364,033 | $28,781 |
| Timothy Bates | Svp/enterprise risk (thru 10/04/24) | $355,467 | $61,118 |
| Priti Chatwani | External mortgage loan off | $353,020 | $10,754 |
| Joseph Peyton | Svp of it | $344,277 | $24,966 |
| Stephen Ward | Svp of business services | $327,672 | $25,688 |
| Aaron Collier | Evp/chief info officer (thru 03/24) | $163,268 | $10,183 |
| Greg Mcguirk | Director | $0 | $0 |
| Jeri Hansen | Director | $0 | $0 |
| Jim Olmsted | Vice chair | $0 | $0 |
| Judy Herrerias James | Director | $0 | $0 |
| M Christina Rivera | Director | $0 | $0 |
| Gerado Martin | Director | $0 | $0 |
| Rob Eyler | Chair | $0 | $0 |
| Debra Watts | Treasurer | $0 | $0 |
| David Gouin | Director | $0 | $0 |
| Rod Dole | Director | $0 | $0 |
| Lisa Wittke Schaffner | Secretary | $0 | $0 |