AUMdb

Credit Unions In The State Of California

EIN 951797779 · 501(c)(14) · Public charity · Santa Ana, CA · recognized 0

Assets
$2.7B
Revenue
$144M
Expenses
$131M
Investment income
$19.4M

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.

Contractor Services Compensation
Cu Cooperative Systems Inc Technological systems $2,115,106
Level Construction Group Inc Construction company for branch offices $1,082,999
Jack Henry & Associates Accounting/banking software services $979,416
Ttec Digital Computer software $320,947
Artex Risk Solutions Risk solutions $264,792

Officers & directors

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

Name Title Compensation Other
Kathy Jumper President/ceo $915,419 $38,942
Shaun Soukenik Investment services financial consulting $431,708 $34,465
Warren Jeffrey Harper Chief loan officer $350,969 $65,633
Barb Krol Chief associate experience officer $346,706 $230,609
Jonathan Nebot Cfo $343,693 $112,410
Angela Moran Cio $341,416 $187,719
Fabiana Burket Chief risk officer $334,666 $24,879
Carlos Miramontez Svp mortgage lending $314,308 $55,637
Sebastien Carpentier Vp enterprise infrastructure & information $299,248 $35,833
Donald Carazo Svp member service $285,685 $61,196
Arthur Armas Svp business services $285,290 $33,830
Ray Lam Vp enterprise tech service $263,173 $10,505
Fadi Mansour Investment services financial consulting $257,911 $41,389
Tony Morris Vp marketing $251,471 $56,204
Amber Cisneros Former chief member experience officer $161,069 $18,040
Brenda Shott Treasurer $0 $0
Andy Oftelie Director $0 $0
Coleen Monteleone Secretary $0 $0
Maureen Li Director $0 $0
Marwan Khalifa Director $0 $0
Frank Kim Director $0 $0
Gary Burton Chair $0 $0
Vikki Beatley Vice chair $0 $0
Michelle Aguirre Director $0 $0