AUMdb

Adelfi Credit Union

EIN 956111723 · 501(c)(14) · Public charity · Brea, CA · recognized 1965

Assets
$634M
Revenue
$35.7M
Expenses
$38.2M
Investment income
$7.6M

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
Mighty Roar Llc Marketing services/retainer $320,000

Officers & directors

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

Name Title Compensation Other
Abel Luis Pomar Former president ceo $776,486 $43,199
Nicki Harms Svp cfo $443,890 $49,041
Bentley Hatcher Former svp chief lending officer $369,676 $36,092
Susan Rushing Svp chief risk officer/interim ceo $310,708 $25,509
Charles Kelly Svp chief technology and operations officer $300,388 $42,197
Carey Price Svp chief banking officer $292,098 $13,279
Jimmy Lee Svp chief marketing officer $281,710 $40,910
Wilhelmina Salcedo Vp controller $192,396 $36,866
Diana Reynolds Vp compliance and internal controls $184,193 $19,117
Heath Burke Former vp information technology $179,768 $32,483
Brian Constable Former vp enterprise banking $177,833 $27,675
Schuyler Francine Deposit business development officer $171,709 $35,947
Christopher Montes Vice-chairman $4,788 $0
Robert Todd Anderson Chairman $4,720 $0
Graham Crain Director $0 $0
Sebastian Igreti Director $0 $0
Joshua Guttau Director $0 $0
Jeremy Anderson Treasurer $0 $0
John Bastian Secretary $0 $0
Hal Hoxie Director $0 $0
Hilda Kennedy Director $0 $0
Dave Walker Director $0 $0