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COASTHILLS CREDIT UNION

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Public IRS 990 nonprofit record

COASTHILLS CREDIT UNION

EIN 95-2015359 · Mutual & Membership Benefit (Y)

What they do

MAKING A POSITIVE DIFFERENCE IN OUR NEIGHBORS LIVES BY SERVING MEMBERS WITH FINANCIAL PRODUCTS and SUPERIOR CUSTOMER SERVICE to HELP THEM ACHIEVE THEIR FINANCIAL GOALS.

Before you give

Are they doing good?

Easy charity check
Good signs so far

The public paperwork has several good signs. Now check whether the charity can show who it helped.

Here is the honest answer: A tax form shows money and paperwork. It cannot prove that people, animals, or the community were truly helped.

Good signs we looked for

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

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

Money made simple

$104.65spent for every $100 of revenueSpending was higher than revenue this year.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $224,168 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $531,412 for BRUCE A ALTHEIDE (CHIEF WEALTH OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Good paperwork is a good sign—not proof. The best answer comes when the charity can show what it changed, who it helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

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$4,821,474
Expenses$5,045,642
Annual shortfall $224,168 Expenses were higher than revenue for this filing year.

Selected spending reported on the 990

Each amount is compared with total expenses separately. These categories can overlap, so they should not be added together as a pie chart.

Grants paid$746,723 · 14.8% of expenses
See all reported dollar amounts
Revenue$4,821,474
Expenses$5,045,642
Grants given$746,723
Average grant$12,656
Stocks and bonds$49,672,846
Accounting fees$23,212
People

Leadership and board

Tax year 2023

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

People reported as paid

Person and titleCompensation
BRUCE A ALTHEIDECHIEF WEALTH OFFICER · 40 hrs/week $531,412Base $498,177 · Other $33,235
DAVID L SALM THRU 71923CHIEF ADMINISTRATIVE OFFICER · 40 hrs/week $523,349Base $517,508 · Other $5,841
PAMELA RASMUSSENEVP, CHIEF OPERATING OFFICER · 40 hrs/week $447,614Base $418,897 · Other $28,717
JAMES LEDFORDCHIEF EXPERIENCE OFFICER · 40 hrs/week $386,928Base $348,587 · Other $38,341
CATHERINE AMUNDSONSVP OPERATIONS AND COMPLIANCE · 40 hrs/week $352,458Base $321,649 · Other $30,809
TIMOTHY JENSEN THRU 9823EVP, CHIEF FINANCIAL OFFICER · 40 hrs/week $320,558Base $298,383 · Other $22,175
CHERYL GARNSEYSVP HUMAN RESOURCES · 40 hrs/week $294,273Base $270,196 · Other $24,077
SCOTT T DOIFVP MEMBER EXPERIENCE · 40 hrs/week $263,605Base $238,696 · Other $24,909
SCOTT OLSONSVP CHIEF DATA OFFICER · 40 hrs/week $253,110Base $224,061 · Other $29,049
VICTOR JON JASPERSVP LENDING · 40 hrs/week $253,080Base $235,136 · Other $17,944
EDWIN HWANGFVP FINANCE · 40 hrs/week $234,137Base $222,299 · Other $11,838
JOESPH BONNERCHIEF ADMINISTRATIVE OFFICER · 40 hrs/week $181,636Base $176,562 · Other $5,074

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 (24)

BRUCE A ALTHEIDECHIEF WEALTH OFFICER

DAVID L SALM THRU 71923CHIEF ADMINISTRATIVE OFFICER

PAMELA RASMUSSENEVP, CHIEF OPERATING OFFICER

JAMES LEDFORDCHIEF EXPERIENCE OFFICER

CATHERINE AMUNDSONSVP OPERATIONS AND COMPLIANCE

TIMOTHY JENSEN THRU 9823EVP, CHIEF FINANCIAL OFFICER

CHERYL GARNSEYSVP HUMAN RESOURCES

SCOTT T DOIFVP MEMBER EXPERIENCE

SCOTT OLSONSVP CHIEF DATA OFFICER

VICTOR JON JASPERSVP LENDING

EDWIN HWANGFVP FINANCE

JOESPH BONNERCHIEF ADMINISTRATIVE OFFICER

DANIEL WALLS THRU 42523CHIEF CREDIT OFFICER

PAUL C COOKCEO/PRESIDENT

DENNIS DURFEEEVP, CHIEF FINANCIAL OFFICER

R BRUCE COGGINDIRECTOR

WILLIAM H ANDERSDIRECTOR

JEANNE PIPERDIRECTOR

KRISTOPHER L ANDREWSCHAIRMAN

JEREMY MORENOTREASURER

ARTHUR C SCHEITHAUR JRDIRECTOR

HOMERO CONTRERASVICE CHAIRMAN

EARL MURRAYDIRECTOR

BERNARD E JONESSECRETARY

About this charity

Recognized since
September 1961
Location
1075 E BETTERAVIA, SANTA MARIA, CA 93454
County
Santa Barbara
In care of
DENNIS DURFEE
Primary officer
DENNIS DURFEE, EVP, CHIEF FINANCIAL OFFICER

How to reach them

Filing and classification

Latest tax year
2023
Tax period began
January 1, 2024
Return type
990
Tax preparer
CLIFTONLARSONALLEN LLP
NTEE classification
Mutual & Membership Benefit (Y)
IRS tax category
Mutual & Membership Benefit
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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