AUMdb

Wheelhouse Credit Union

EIN 951593663 · 501(c)(14) · Public charity · San Diego, CA · recognized 1961

Assets
$442M
Revenue
$23.5M
Expenses
$23.0M
Investment income
$2.4M

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.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Lisa Paul Hill President/ceo $328,972 $42,928
John Frazza Clo $215,758 $14,515
Rebecca Ramos Arzola Vp human resources $191,881 $24,926
Curt Yasuhara Vp business intelligence $187,263 $33,236
Bret Johnson Vp operations $178,560 $21,411
Lisa Chan Former Cfo $172,145 $20,074
Doug Lafave Vp information technology $170,313 $22,997
Jill Faucher Vp marketing $167,996 $27,434
Scott Wahl Supv cmte member $0 $0
Mcray Murdock Supv cmte member $0 $0
Gail Glutting Supv cmte member $0 $0
Edward Prendell Supv cmte secretary $0 $0
George Thomas Supv cmte vice chair $0 $0
Dan Sobel Board member $0 $0
Mario Modiano Board member $0 $0
Marcia Mclatchy Board member $0 $0
Robert Lawrence Board member $0 $0
Laura Young Board member $0 $0
Melissa Russo Board member $0 $0
Robert Wilson Board secretary/treasurer $0 $0
Stephanie Rose Vice chairperson $0 $0
Sharon Floyd Chairperson $0 $0