MONTERRA CREDIT UNION
EIN 94-1231186 · Credit Unions (W61)
What they do
PASSIONATELY DELIVER RELEVANT PRODUCTS, SERVICES, and EDUCATION TAILORED to HELP OUR MEMBERS, EMPLOYEES, and COMMUNITIES ACHIEVE THEIR FINANCIAL GOALS.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders25 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
Ask these three easy questions
- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Pay context: The highest compensation shown in this filing is $872,583 for WADE PAINTER (CEO/PRESIDENT). Compare pay with organizations of similar size and complexity.
Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.
Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
See all reported dollar amounts
Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.
See everyone listed on the board or leadership roster (25)
WADE PAINTERCEO/PRESIDENT
VALERIE ALSIPEVP/COO
DAVID DIAMONDVP, CHIEF FINANCIAL OFFICER
PATRICIA ELLINGSONEVP, CHIEF LENDING OFFICER
ANATOLY VILDERMANEXECUTIVE WEALTH ADVISOR
EMILIO JOHANSENEXECUTIVE WEALTH ADVISOR
REBECCA NIXONSVP, CHIEF PEOPLE OFFICER
WILLIAM ANDREWSVP INFORMATION SERVICES
RICHARD KINZIEVP RISK & COMPLIANCE
IGNASIO MEDRANOVP DIGITAL SERVICES
SUZANNE KNOWLTONVP MARKETING & COMMUNITY RELATIONS
CHERYL RAYOVP REAL ESTATE LENDING
DOREEN SZYMANKSKIVP MEMBER EXPERIENCE
YOMI ANTHONIOSBA COMMERCIAL LENDING OFFICER
ROBERT CARTERVP ADMINISTRATIVE SERVICES
JOHNNY ESCALANTEDIRECTOR OF INFORMATION SERVICES
DANI ROBINSONVP CREDIT RISK
JANELLE ESCALANTEDIRECTOR OF EMPLOYEE RELATIONS
MAGDA GONZALEZBOARD SECRETARY
STEVE DIVNEYBOARD DIRECTOR
PAUL OKADABOARD DIRECTOR
MICHAEL CLAIREBOARD DIRECTOR
KATE HARRBOARD VICE CHAIR
JOHN BEIERSBOARD CHAIR
BRIAN PONTYBOARD TREASURER
About this charity
- Recognized since
- January 1961
- Location
- 350 CONVENTION WAY, REDWOOD CITY, CA 94063
- County
- San Mateo
- In care of
- DAVID DIAMOND
- Primary officer
- DAVID DIAMOND, VP, CHIEF FINANCIAL OFFICER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990
- Tax preparer
- CLIFTONLARSONALLEN LLP
- NTEE classification
- Credit Unions (W61)
- IRS tax category
- Credit Unions
- Grant-giving organization
- Yes