WHEELHOUSE CREDIT UNION FKA SAN DIEGO METROPOLITAN CREDIT UNION
EIN 95-1593663 · Mutual & Membership Benefit (Y)
What they do
SEE SCHEDULE OWHEELHOUSE CREDIT UNION is 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, WHEELHOUSE 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.
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 leaders22 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
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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 $371,900 for LISA PAUL-HILL (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.
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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 (22)
LISA PAUL-HILLPRESIDENT/CEO
JOHN FRAZZACLO
CURT YASUHARAVP BUSINESS INTELLIGENCE
REBECCA RAMOS-ARZOLAVP HUMAN RESOURCES
BRET JOHNSONVP OPERATIONS
JILL FAUCHERVP MARKETING
DOUG LAFAVEVP INFORMATION TECHNOLOGY
LISA CHAN FORMERCFO
GEORGE THOMASSUPV CMTE VICE CHAIR
LAURA YOUNGBOARD MEMBER
GAIL GLUTTINGSUPV CMTE MEMBER
EDWARD PRENDELLSUPV CMTE SECRETARY
MARCIA MCLATCHYBOARD MEMBER
MARIO MODIANOBOARD MEMBER
MCRAY MURDOCKSUPV CMTE MEMBER
MELISSA RUSSOBOARD MEMBER
DAN SOBELBOARD MEMBER
ROBERT LAWRENCEBOARD MEMBER
ROBERT WILSONBOARD SECRETARY/TREASURER
SCOTT WAHLSUPV CMTE MEMBER
SHARON FLOYDCHAIRPERSON
STEPHANIE ROSEVICE CHAIRPERSON
About this charity
- Recognized since
- January 1961
- Location
- 9212 BALBOA AVE, SAN DIEGO, CA 92123-1514
- County
- San Diego
- In care of
- LISA PAUL-HILL
- Primary officer
- LISA PAUL-HILL, PRESIDENT/CEO
How to reach them
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