CALIFORNIA CREDIT UNION Charity Report

Public IRS 990 nonprofit record

CALIFORNIA CREDIT UNION

EIN 95-0951410 · Mutual & Membership Benefit (Y)

What they do

A COOPERATIVE, ORGANIZED for THE PURPOSE of PROMOTING THRIFT and SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE of CREDIT for THEM AT RATES of INTEREST SET BY THE BOARD of DIRECTORS, and PROVIDING AN OPPORTUNITY for THEM to USE and CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER to IMPROVE THEIR ECONOMIC and SOCIAL CONDITIONS. AS A COOPERATIVE, CALIFORNIA CREDIT UNION CONDUCTS ITS BUSINESS for THE MUTUAL BENEFIT and GENERAL WELFARE of ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, or SERVICES of THE CREDIT UNION BEING DISTRIBUTED to ITS MEMBERS AS PATRONS.

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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 leaders36 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$91.68spent for every $100 of revenueRevenue covered expenses this year.

$22.60in assets for every $1 spent this yearSome assets cannot be spent right away.

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Pay context: The highest compensation shown in this filing is $1,191,415 for STEVEN OCONNELL (PRESIDENT, CEO). Compare pay with organizations of similar size and complexity.

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Money

Financial picture

Tax year 2024

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

Revenue$243,554,300

Expenses$223,294,545

Annual surplus $20,259,755 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$243,554,300

Expenses$223,294,545

Assets$5,046,381,674

Income$248,822,904

Grants given$1,210,200

Average grant$15,515

Stocks and bonds$953,103,761

Accounting fees$174,632

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

STEVEN OCONNELLPRESIDENT, CEO · 40 hrs/week $1,191,415Base $1,130,594 · Other $60,821

DIANE MADISON-JAMMALSVP, CHIEF INNOVATION OFFICER · 40 hrs/week $1,094,317Base $1,050,617 · Other $43,700

IRMA A JIMENEZVP, MORTGAGE LOAN OFFICER · 40 hrs/week $1,002,010Base $946,115 · Other $55,895

ROBERT OGRADYEVP, CHIEF OPERATING OFFICER · 40 hrs/week $861,096Base $812,969 · Other $48,127

MARK LOVEWELLEVP, CFO AND PRESIDENT OF CUSO OPS · 40 hrs/week $740,809Base $658,064 · Other $82,745

KEVIN ANDREW WITOWICHFINANCIAL ADVISOR · 40 hrs/week $722,820Base $668,265 · Other $54,555

HUDSON LEEEVP, CHIEF RISK OFFICER · 40 hrs/week $620,590Base $568,463 · Other $52,127

JOHN BRETTHAUEREVP, CHIEF ADMINISTRATIVE OFFICER · 40 hrs/week $617,596Base $556,775 · Other $60,821

RICHARD HUBENYEVP, CHIEF LENDING OFFICER · 40 hrs/week $602,113Base $521,962 · Other $80,151

CARLO ALBERT BOTONFINANCIAL ADVISOR · 40 hrs/week $509,750Base $490,888 · Other $18,862

PATRICK ZARIFIANSVP, CHIEF EXPERIENCE OFFICER · 40 hrs/week $498,178Base $437,357 · Other $60,821

JILL VASANTSVP, CHIEF MARKETING OFFICER · 40 hrs/week $440,926Base $385,033 · Other $55,893

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 (36)

STEVEN OCONNELLPRESIDENT, CEO

DIANE MADISON-JAMMALSVP, CHIEF INNOVATION OFFICER

IRMA A JIMENEZVP, MORTGAGE LOAN OFFICER

ROBERT OGRADYEVP, CHIEF OPERATING OFFICER

MARK LOVEWELLEVP, CFO AND PRESIDENT OF CUSO OPS

KEVIN ANDREW WITOWICHFINANCIAL ADVISOR

HUDSON LEEEVP, CHIEF RISK OFFICER

JOHN BRETTHAUEREVP, CHIEF ADMINISTRATIVE OFFICER

RICHARD HUBENYEVP, CHIEF LENDING OFFICER

CARLO ALBERT BOTONFINANCIAL ADVISOR

PATRICK ZARIFIANSVP, CHIEF EXPERIENCE OFFICER

JILL VASANTSVP, CHIEF MARKETING OFFICER

BRIAN JAMES VENNVP, PROGRAM MANAGER

SAM NOPVP, CONTROLLER

CHARLES LACUESTASVP, CHIEF INFORMATION OFFICER

MARVEL FORDSVP, CHIEF ADVOCACY OFFICER

JASON PUGHSVP, REAL ESTATE LENDING

BLANCA DONAHUESVP, OPERATIONS

AMADA MORALESSVP, HUMAN RESOURCES

KIMBERLY SMITHSVP, CONSUMER LENDING

SCOTT J SVONKINSUPERVISORY COMMITTEE MEMBER

VICTOR HANSONBOARD MEMBER

JANALYN GLYMPHSUPERVISORY COMMITTEE CHAIR

EMMANUEL OLAESBOARD MEMBER

MARCIA WADEBOARD MEMBER

JEFF STONEBOARD TREASURER

PAMELA FEESVICE CHAIRPERSON

REBECCA COLLIERBOARD SECRETARY

JAMES DOYLE FORMERBOARD MEMBER

GUILBERT HENTSCHKESUPERVISORY COMMITTEE MEMBER

ROGER MCTIGHESUPERVISORY COMMITTEE MEMBER

FREDRIC NIGRO FORMERBOARD MEMBER

SURVIVA MENDOZA FORMERBOARD MEMBER

TED FUJIMOTOBOARD MEMBER

WALTON GREENECHAIRMAN

WILLIAM KALEYSUPERVISORY COMMITTEE SECRETARY

About this charity

Recognized since: January 1961
Location: 701 NORTH BRAND BLVD 7TH FLOOR, GLENDALE, CA 91203-1218
County: Los Angeles
In care of: MARK LOVEWELL
Primary officer: MARK LOVEWELL, EVP CFO

How to reach them

WebsiteVisit the charity’s website Phone(818) 291-5522

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: TURNER WARREN HWANG & CONRAD ACCTCY
NTEE classification: Mutual & Membership Benefit (Y)
IRS tax category: Mutual & Membership Benefit
Grant-giving organization: Yes