CREDIT UNIONS IN THE STATE OF CALIFORNIA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-6069237)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202143149349306274
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T15:45:19-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954083485 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNER WARREN HWANG & CONRAD ACCTCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH FIRST ST STE 202 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946069237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAR ONE CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAR | BusinessNameControlTxt |
| Phone | 4085435028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1306 BORDEAUX DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94089 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY RODRIGUES | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4085435028 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | RODRIGUES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALENTINO CREUS CPA | PreparerPersonNm |
| PTIN | P01054153 | PTIN |
| Phone | 8189549700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY RODRIGUES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1306 BORDEAUX DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94089 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $269,014,365 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.STARONE.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | CREDIT UNION | OtherOrganizationDsc |
| Formation | 1956 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 249 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $73,472 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $10,984 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $165,971,926 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $153,128,212 | CYProgramServiceRevenueAmt |
| PY Investment Income | $91,160,441 | PYInvestmentIncomeAmt |
| CY Investment Income | $81,317,566 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $257,132,367 | PYTotalRevenueAmt |
| CY Total Revenue | $234,445,778 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $575,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $857,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,805,306 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,870,680 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $173,521,865 | PYOtherExpensesAmt |
| CY Other Expenses | $127,526,786 | CYOtherExpensesAmt |
| PY Total Expenses | $211,902,771 | PYTotalExpensesAmt |
| CY Total Expenses | $165,254,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $45,229,596 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $69,191,312 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,073,674,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,227,549,962 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,968,513,924 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,004,975,063 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,105,160,744 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,222,574,899 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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, STAR ONE 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | STAR ONE CREDIT UNION PROVIDED SERVICES TO 113,393 MEMBERS WITH SAVINGS AND LOAN ACCOUNTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STAR ONE OFFERS STUDENT LOANS TO GRADUATE AND UNDERGRADUATE STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STAR ONE CREDIT UNION PROVIDED 8,204 LOANS TOTALLING $1,717,813,841 IN 2020. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116653 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 249 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN SEBASTIAN VP CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085435028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1306 BORDEAUX DRIVE | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94089 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DOUG FLOWE | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DAGGETT | ||||||||
| 1ST VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF GAUT | ||||||||
| 2ND VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT DUNLAP | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD AOCHI | ||||||||
| SECRETARY | 1.00 | Yes (X) | $1,604 | $0 | $0 | |||
| MARTIN ENG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA HUMECKE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRINY LEE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MELISSA HENCK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA GOEAS | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CYRUS TABARI | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PONPROM FLYNN | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN LAWLER | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $1,511 | $0 | $0 | |||
| KRISHNA MARELLA | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY RODRIGUES | ||||||||
| PRESIDENT & CEO | 40.00 | $1,136,112 | $0 | $2,761,893 | Yes (X) | |||
| K COLLINS | ||||||||
| SENIOR VP - LENDING | 40.00 | $1,007,333 | $0 | $635,885 | Yes (X) | |||
| R RUTLEDGE | ||||||||
| VP - HUMAN RESOURCES | 40.00 | $1,006,337 | $0 | $833,899 | Yes (X) | |||
| M MUCKER | ||||||||
| EXECUTIVE VP - OPS | 40.00 | $1,003,896 | $0 | $778,680 | Yes (X) | |||
| B ROSS | ||||||||
| EXECUTIVE VP - FINANCE & ADMINISTRATION | 40.00 | $548,295 | $0 | $841,439 | Yes (X) | |||
| R MCALPINE | ||||||||
| VP - INFORMATION SYSTEMS | 40.00 | $376,493 | $0 | $268,287 | Yes (X) | |||
| A SEBASTIAN | ||||||||
| VP - CONTROLLER | 40.00 | $371,411 | $0 | $585,575 | Yes (X) | |||
| J FAGENSTROM | ||||||||
| VP - MARKETING | 40.00 | $350,096 | $0 | $463,962 | Yes (X) | |||
| S PANICKER | ||||||||
| VP - TREASURY | 40.00 | $312,965 | $0 | $522,506 | Yes (X) | |||
| M GUPTA | ||||||||
| VP - REMOTE SERVICES | 40.00 | $299,632 | $0 | $74,132 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,415,685 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,766,258 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 88 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TYFONE INC | |||||
| 5331 SW MACADAM AVE STE 251 | PORTLAND | OR | 97239 | ONLINE/MOBILE BANKING | $1,739,380 |
| VISA USA INC | |||||
| 777 3RD AVE 12 | NEW YORK | NY | 10017 | VISA/ATM PROCESSING | $1,182,443 |
| CLICKAPPRAISER | |||||
| 182 HOWARD STREET | SAN FRANCISCO | CA | 94105 | R/E APPRAISAL SERVICES | $1,025,375 |
| COOK SECURITY GROUP | |||||
| 9925 NE CASCADES PKWY | PORTLAND | OR | 97220 | ATM SERVICES | $917,703 |
| BUSINESS DATA INC | |||||
| PO BOX 6081 | INGLEWOOD | CA | 90312 | STATEMENT PRINTING | $855,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON LOANS | 522100 | $140,431,819 | $140,431,819 | |
| OTHER OPERATING INCOME | 522100 | $8,151,404 | $8,151,404 | |
| FEE INCOME | 522100 | $4,544,989 | $4,471,517 | $73,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $153,128,212 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,151,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,151,793 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,734,360 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,568,587 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,773 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $165,773 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,445,778 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,372,306 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $73,472 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $807,000 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,415,685 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,713,185 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,360,273 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,779,077 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,602,460 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,916 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,880 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,441 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,410,957 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,222,167 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,031,224 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,573 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,508,704 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,826 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,962,392 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,473 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,725 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOAN SERVICING EXPENSE | $8,097,705 |
| PROVISION FOR LOAN & LE | $3,760,091 |
| MISC OPERATING EXPENSE | $3,388,696 |
| GAIN (LOSS) ON TRADING | $1,030,879 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,137 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,254,466 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,848,649 | BOYAmt |
| EOY | $16,263,856 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,984,074 | BOYAmt |
| EOY | $476,462,997 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,868,731 | BOYAmt |
| EOY | $7,240,348 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,304,389 | BOYAmt |
| EOY | $2,635,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,729,101 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,888,416 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,411,391 | BOYAmt |
| EOY | $12,840,685 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,183,324,285 | BOYAmt |
| EOY | $4,789,339,905 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,422,355,099 | BOYAmt |
| EOY | $4,698,060,782 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,578,050 | BOYAmt |
| EOY | $224,705,582 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,073,674,668 | BOYAmt |
| EOY | $10,227,549,962 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,455,857 | BOYAmt |
| EOY | $73,429,371 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,906,058,067 | BOYAmt |
| EOY | $8,931,545,692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,968,513,924 | BOYAmt |
| EOY | $9,004,975,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,105,160,744 | BOYAmt |
| EOY | $1,222,574,899 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,105,160,744 | BOYAmt |
| EOY | $1,222,574,899 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,073,674,668 | BOYAmt |
| EOY | $10,227,549,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $69,191,312 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $57,133,119 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,910,276 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $27,000 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $27,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $27,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| CCUL PAC | |||||
| 1201 K STREET SUITE 1050 | SACRAMENTO | CA | 95814 | 940357265 | $11,000 |
| BAY AREA PAC | |||||
| PO BOX 193919 | SAN FRANCISCO | CA | 94119 | 743032874 | $1,000 |
| NAFCU POLITICAL ADMINISTRATIVE FUND | |||||
| 3138 TENTH STREET NORTH | ARLINGTON | VA | 22901 | 541421503 | $15,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTION TO CALIFORNIA CREDIT UNION LEAGUE TO PROMOTE TRADE INFORMATION PERTAINING TO CREDIT UNIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,163,384 | OtherCostOrOtherBasisAmt |
| Book Value | $4,163,384 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,932,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,310,498 | DepreciationAmt |
| Book Value | $7,622,086 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,234,619 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,094,897 | DepreciationAmt |
| Book Value | $139,722 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,398,514 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,483,021 | DepreciationAmt |
| Book Value | $915,493 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,840,685 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALL OTHER INVESTMENTS | $17,250,000 | F |
| NET LOANS AND LEASES | $4,615,322,748 | F |
| NCUA SHARE INSURANCE DEPOSIT | $64,588,034 | C |
| PAID IN CAPITAL AT CORP CUS | $900,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $4,698,060,782 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DRAWS AGAINST LINES OF CREDIT | $244,800,000 |
| MEMBER SHARES AND DEPOSITS | $8,626,466,253 |
| NON-TRADING DERIVATIVES | $60,279,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,931,545,692 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FASB ASC 740-10-65, INCOME TAXES, PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CREDIT UNION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2020, AND 2019, AND, ACCORDINGLY, THE CREDIT UNION HAS NOT RECORDED A LIABILITY FOR THE PAYMENT OF INTEREST OR PENALTIES. THE CREDIT UNION IS SUBJECT TO AND PAYS ALL STATE AND CITY TAXES ON GOODS AND SERVICES PURCHASED BY THE CREDIT UNION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (45 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SECOND HARVEST FOOD BANK | |||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | 942614101 | 501(C)(3) | $130,000 | FMV | NON-PROFIT ORGANIZATION THAT IS DEDICATED TO ENDING LOCAL HUNGER BY PROVIDING FOOD TO NEARLY A QUARTER OF A MILLION PEOPLE EACH MONTH, PROMOTING FEDERAL NUTRITION PROGRAMS AND EDUCATING FAMILIES ON HOW TO MAKE HEALTHIER FOOD CHOICES. | |
| HEALTH TRUST MEALS ON WHEELS | |||||||||
| 3180 NEWBERRY DRIVE | SAN JOSE | CA | 95228 | 946050231 | 501(C)(3) | $40,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING SILICON VALLEY INTO THE HEALTHIEST REGION IN AMERICA FOR EVERYONE THROUGH THREE INITIATIVES: HEALTHY LIVING, HEALTHY AGING, AND HEALTHY COMMUNITIES. | |
| SUNNYVALE COMMUNITY SERVICES | |||||||||
| 725 KIFER ROAD | SUNNYVALE | CA | 94086 | 941713897 | 501(C)(3) | $30,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO PREVENTING HOMELESSNESS AND HUNGER FOR LOW-INCOME FAMILIES AND SENIORS FACING TEMPORARY CRISES BY PROVIDING FINANCIAL AID, FOOD AND OTHER SUPPORT THE PREVENTS LARGER PROBLEMS WITH MORE EXPENSIVE SOLUTIONS. | |
| NATIONAL CREDIT UNION FOUNDATION | |||||||||
| 5710 MINERAL POINT ROAD | MADISON | WI | 53705 | 391383650 | 501(C)(3) | $30,000 | FMV | THE NATIONAL CREDIT UNION FOUNDATION IS THE CHARITABLE ARM OF THE US CREDIT UNION MOVEMENT. THEY WORK TO IGNITE UNDERSTANDING AND FOCUS ON MEMBER FINANCIAL WELL-BEING, INSPIRE AND CREATE OPPORTUNITIES FOR CREDIT UNIONS TO LEVERAGE THEIR COOPERATIVE VALUES AND RESPOND QUICKLY WHEN DISASTER STRIKES. DONATION MADE FOR CALIFORNIA WILDFIRES. | |
| THE ALZHEIMER'S ASSOCIATION | |||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $25,000 | FMV | NON-PROFIT ORGANIZATION THAT RAISES AWARENESS AND FUNDS FOR ALZHEIMER'S CARE, SUPPORT AND RESEARCH. | |
| CANINE COMPANIONS FOR INDEPENDENCE INC | |||||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | 942494324 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT ENHANCES THE LIVES OF PEOPLE WITH DISABILITIES BY PROVIDING HIGHLY TRAINED ASSISTANCE DOGS AND ONGOING SUPPORT TO ENSURE QUALITY PARTNERSHIPS. | |
| CANCER CAREPOINT INC | |||||||||
| 2505 SAMARITAN DRIVE BUILDING 400 | SAN JOSE | CA | 95124 | 273029691 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO TRANSFORMING SUPPORT FOR CANCER PATIENTS, FAMILIES, & CAREGIVERS IN SILICON VALLEY THROUGH PERSONALIZED ONE-ON-ONE COUNSELING, ASSISTANCE, RESOURCES AND EDUCATION. | SUITE 402 |
| MORGAN AUTISM CENTER | |||||||||
| 2280 KENWOOD AVENUE | SAN JOSE | CA | 95128 | 941722448 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT HELPS CHILDREN AND ADULTS WITH AUTISM OR OTHER DEVELOPMENTAL DISABILITIES MAXIMIZE THEIR POTENTIAL IN A DIGNIFIED, POSITIVE AND LOVING ENVIRONMENT. | |
| LUCILLE PACKARD CHILDREN'S FOUNDATION | |||||||||
| 400 HAMILTON AVENUE 340 | PALO ALTO | PA | 94301 | 770440090 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT ELEVATES THE PRIORITY OF CHILDREN'S HEALTH AND INCREASES THE QUALITY AND ACCESSIBILITY OF CHILDREN'S HEALTHCARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. | |
| JACOB'S HEART CHILDREN'S CANCER SUPPORT SVCS | |||||||||
| 680 W BEACH STREET | WATSONVILLE | CA | 95075 | 680413822 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES FAMILY-CENTERED CARE THAT ADDRESSES THE EMOTIONAL, PRACTICAL AND FINANCIAL STRUGGLES FOR FAMILIES OF CHILDREN AND TEENS DURING TREATMENT, FAMILIES EXPERIENCING ANTICIPATORY GRIEF AND THOSE WHO ARE BEREAVED. | |
| AMERICAN CANCER SOCIETY | |||||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT HELPS SAVE LIVES, CELEBRATE LIVES AND LEADS THE FIGHT FOR A WORLD WITHOUT CANCER. PROMOTING HEALTHY LIFESTYLES TO HELP PREVENT CANCER AND RESEARCHING CANCER AND ITS CAUSES TO FIND MORE ANSWERS AND BETTER TREATMENTS | |
| FAMILY GIVING TREE | |||||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | 770284682 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION THAT HELPS TO FULFILL THE WISHES OF CHILDREN IN NEED WHILE INSPIRING PHILANTHROPY, KINDNESS, AND VOLUNTEERISM. THE FAMILY GIVING TREE PROGRAM WORKS WITH MORE THAN 300 BAY AREA SOCIAL SERVICES AGENCIES. | |
| HOMEFIRST SERVICES OF SANTA CLARA COUNTY | |||||||||
| 507 VALLEY WAY | MILPITAS | CA | 95035 | 942684272 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO END HOMELESSNESS AND IMPROVE COMMUNITIES BY PROVIDING HOUSING AND SUPPORT SERVICES THAT ENABLE HOMELESS CHILDREN AND ADULTS TO ATTAIN STABLE HOUSING. THE ORGANIZATION IS A LEADING PROVIDER OF SHELTER AND SUPPORT SERVICES IN SANTA CLARA COUNTY. | |
| PRESIDENT AND THE BOARD OF TRUSTEES OF SANTA CLARA COLLEGE | |||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501(C)(3) | $20,000 | FMV | PROGRAM FOR FIRST-GENERATION COLLEGE STUDENTS (WHOSE PARENTS DID NOT GRADUATE FROM A 4-YEAR COLLEGE OR UNIVERSITY) FOCUSED ON ACADEMIC SUCCESS AND COMMUNITY ENGAGEMENT. THE PROGRAM PROVIDES ACADEMIC AND VOCATIONAL DEVELOPMENT OPPORTUNITIES, SUPPORTIVE ADVISING, PEER MONITORING, AND COMMUNITY BUILDING THROUGH A VARIETY OF COURSES, PROGRAMS, AND SUPPORT NETWORKS. | |
| MARTHA'S KITCHEN | |||||||||
| 311 WILLOW ST | SAN JOSE | NY | 95110 | 912091094 | 501(C)(3) | $20,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO PROVIDE NEARLY 100,000 MEALS AND DISTRIBUTE 250,000 POUNDS OF GROCERIES EACH MONTH. THEY BELIEVE THAT FOOD IS A BASIC HUMAN RIGHT NOT A LUXURY AND THAT IT IS VITAL THAT THE COMMUNITIES IN AND AROUND SAN JOSE HAVE ACCESS TO WELL BALANCED MEALS, WHICH INCLUDE PROPER PROTEINS, VEGETABLES, AND CARBOHYDRATES. | |
| ANIMAL ASSISTED HAPPINESS | |||||||||
| 1030 E EL CAMINO REAL 279 | SUNNYVALE | CA | 94087 | 264100791 | 501(C)(3) | $15,000 | FMV | NON-PROFIT ORGANIZATION THAT ENRICHES THE LIVES OF YOUTH WITH NEEDS THROUGH BARNYARD INTERACTIONS AT THEIR SMILE FARM AND MOBILE VISITS. | |
| SAN ANDREAS REGIONAL CENTER | |||||||||
| 6203 SAN IGNACIO AVE 200 | SAN JOSE | CA | 95119 | 942591195 | 501(C)(3) | $15,000 | FMV | NON-PROFIT THAT EMPOWERS INDIVIDUALS AND THEIR FAMILIES TO LIVE BETTER, SELF-DETERMINED LIVES THROUGH DIAGNOSTICS AND SERVICE-COORDINATION FOR THOSE LIVING WITH DEVELOPMENTAL DISABILITIES. | |
| THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | |||||||||
| ONE WASHINGTON SQUARE CLARK HALL | SAN JOSE | CA | 95192 | 830403915 | 501(C)(3) | $15,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO ENCOURAGE CONNECTIONS BETWEEN ALUMNI, DONORS AND THE COMMUNITY. THE INCREASINGLY CHALLENGING FUNDING ENVIRONMENT REQUIRES SAN JOSE STATE TO AUGMENT PUBLIC FUNDING WITH PRIVATE DONATIONS. TOWER IS DEDICATED TO GROWING THE UNIVERSITY'S ENDOWMENT THROUGH DONATIONS, BEQUESTS AND PRUDENT INVESTMENT MANAGEMENT. | SUITE 300 |
| REBUILDING TOGETHER SILICON VALLEY | |||||||||
| 1701 SOUTH 7TH ST 10 | SAN JOSE | CA | 95112 | 770289381 | 501(C)(3) | $15,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO PROVIDE SAFE HOMES AND COMMUNITIES FOR EVERYONE. THROUGH A VAST NETWORK OF VOLUNTEERS, CORPORATE SPONSORS, AND SUB-CONTRACTORS, REBUILDING TOGETHER SILICON VALLEY PROVIDES CRITICAL HOME REPAIRS TO OVER 600 CLIENTS PER YEAR. IN ADDITION, THEY ASSIST NONPROFIT ORGANIZATIONS WITH FACILITY MAINTENANCE AND REPAIRS SO THAT THEY CAN DEDICATE THEIR TIME AND RESOURCES TO HELPING OUR COMMUNITY. | |
| BILL WILSON CENTER | |||||||||
| 3490 THE ALAMEDA | SANTA CLARA | CA | 95050 | 942221849 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES SERVICES TO MORE THAN 4,100 CHILDREN, YOUTH, YOUNG ADULTS AND FAMILIES IN SANTA CLARA COUNTY THROUGH VARIOUS PROGRAMS | |
| OPERATION CARE AND COMFORT | |||||||||
| 3173 PEBBLE BEACH CIRCLE | FAIRFIELD | CA | 94534 | 273116300 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO SUPPORTING AND ASSISTING VETERANS, MILITARY PERSONNEL AND THEIR FAMILY MEMBERS. | |
| NEPHCURE KIDNEY INTERNATIONAL | |||||||||
| 150 S WARNER RD SUITE 402 | KING OF PRUSSIA | PA | 19406 | 383569922 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION WITH A MISSION TO ACCELERATE RESEARCH FOR EFFECTIVE TREATMENTS OF RARE FORMS OF NEPHROTIC SYNDROME AND PROVIDE EDUCATION AND SUPPORT THAT WILL IMPROVE LIVES AFFECTED. | |
| WEST VALLEY COMMUNITY SERVICES | |||||||||
| 10104 VISTA DRIVE | CUPERTINO | CA | 95014 | 942211685 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT IS FIGHTING POVERTY BY PROVIDING CRITICAL SUPPORT SERVICES TO THE LOW INCOME AND HOMELESS INDIVIDUALS AND FAMILY IN COMMUNITIES OF CUPERTINO, LOS GATOS, MONTE SERENO, SARATOGA AND WEST SAN JOSE. | |
| NAMI SANTA CLARA COUNTY - NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||||
| 1150 S BASCOM AVENUE 24 | SAN JOSE | CA | 95128 | 942430956 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT HELPS PEOPLE WITH A LIVED EXPERIENCE OF MENTAL ILLNESS AND FAMILIES BY PROVIDING SUPPORT, EDUCATION AND ADVOCACY; TO PROMOTE RESEARCH; TO REDUCE STIGMA AND DISCRIMINATION IN THE COMMUNITY; AND TO IMPROVE SERVICES BY WORKING WITH HEALTH PROFESSIONALS AND FAMILIES. | |
| CYSTIC FIBROSIS RESEARCH INC | |||||||||
| 2672 BAYSHORE PARKWAY STE 250 | MOUNTAIN VIEW | CA | 94043 | 510169988 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT FUNDS RESEARCH, PROVIDES EDUCATIONAL AND PERSONAL SUPPORT, AND SPREAD AWARENESS OF CYSTIC FIBROSIS, A LIFE-THREATENING GENETIC DISEASE. | |
| THE CROHN'S AND COLITIS FOUNDATION OF AMERICA | |||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | 136193105 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT IS DEDICATED TO FINDING A CURE AND IMPROVING THE QUALITY OF LIFE OF CHILDREN AND ADULTS AFFECTED BY THESE DISEASES; OFFER A WIDE RANGE OF EDUCATIONAL PROGRAMS FOR PATIENTS AND HEALTHCARE PROFESSIONALS | |
| ACKNOWLEDGE ALLIANCE | |||||||||
| 2483 OLD MIDDLEFIELD WAY 201 | MOUNTAIN VIEW | CA | 94043 | 770393676 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION FOCUSED ON EDUCATION AND MENTAL HEALTH, HELPS BUILD POSITIVE CONNECTIONS BETWEEN TEACHERS AND STUDENTS TO OPEN THE DOORS TO LEARNING AND WELL-BEING. | |
| THE TECH MUSEUM OF INNOVATION | |||||||||
| 201 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | 942864660 | 501(C)(3) | $10,000 | FMV | NON-PROFIT EXPERIMENTAL LEARNING RESOURCE DESIGNED TO HELP PEOPLE AND COMMUNITIES THRIVE IN THE TECHNOLOGICAL AGE. | |
| CHILD ADVOCATES OF SILICON VALLEY | |||||||||
| 509 VALLEY WAY BUILDING 2 | MILPITAS | CA | 95035 | 770250773 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES STABILITY AND HOPE TO CHILDREN WHO HAVE EXPERIENCED ABUSE AND NEGLECT . | |
| FAMILY SUPPORTIVE HOUSING | |||||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | 770106237 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES TEMPORARY SHELTER AND SUPPORTIVE SERVICES FOR HOMELESS FAMILIES IN SANTA CLARA COUNTY. | |
| PANCREATIC CANCER ACTION NETWORK INC | |||||||||
| 1500 ROSECRANS AVENUE 200 | MANHATTAN BEACH | CA | 90266 | 330841281 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO ADVANCE RESEARCH, SUPPORT PATIENTS, AND CREATE HOPE FOR PEOPLE WHO HAVE PANCREATIC CANCER. | |
| HAPPY HOLLOW FOUNDATION | |||||||||
| 1300 SENTER RD | SAN JOSE | CA | 95112 | 237219471 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT CONNECTS PEOPLE TO NATURE THROUGH PLAY. | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||||
| 100 W SAN FERNANDO ST SUITE 365 | SAN JOSE | CA | 95113 | 135644916 | 501(C)(3) | $10,000 | FMV | NON-PROFIT THAT HAS THE MISSION TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. | |
| DOWNTOWN STREETS INC | |||||||||
| 1671 THE ALAMEDA SUITE 306 | SAN JOSE | CA | 95126 | 205242330 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION THAT IS ENDING HOMELESSNESS BY RESTORING THE DIGNITY AND REBUILDING THE LIVES OF UNHOUSED MEN AND WOMEN. | |
| VETERANS MEMORIAL & SUPPORT FOUNDATION OF LOS GATOS | |||||||||
| 481 NORTH SANTA CRUZ SUITE 250 | LOS GATOS | CA | 95030 | 461338469 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO FUND IN PERPETUITY, SUPPORT FOR THE NEEDS OF ACTIVE SERVICE MEMBERS, VETERANS AND THEIR FAMILIES; TO EDUCATE THE COMMUNITY ON THE SACRIFICES BORNE BY THOSE WHO PROTECT AMERICA'S FREEDOM; ERECT A WORLD CLASS MEMORIAL IN THE HEART OF SILICON VALLEY THAT DELIVERS HONOR, RESPECT, GRATITUDE AND HEALING TO THE ACTIVE MILITARY SERVICE MEMBERS, VETERANS, FIRST RESPONDERS AND TWO 9/11 HEROES WHO ATTEMPTED TO TAKE BACK COCKPIT CONTROL FROM TERRORIST HIJACKERS. | |
| COMMUNITY SERVICES AGENCY | |||||||||
| 204 STIERLIN ROAD | MOUNTAIN VIEW | CA | 94043 | 941422465 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO EDUCATE THE PUBLIC ABOUT DIABETES AND TO HELP THOSE AFFECTED BY IT THROUGH FUNDING RESEARCH TO MANAGE, CURE AND PREVENT DIABETES. | |
| COMMUNITY HEALTH AWARENESS COUNCIL | |||||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 942223670 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO IMPROVE LIVES AND STRENGTHEN COMMUNITIES THROUGH ACCESS TO COMPREHENSIVE AND CULTURALLY RESPONSIVE MENTAL HEALTH SERVICES IN NORTHERN SANTA CLARA COUNTY. | |
| CITIZEN SCHOOLS INC | |||||||||
| 308 CONGRESS ST | BOSTON | MA | 02210 | 043259160 | 501(C)(3) | $10,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO CLOSE THE OPPORTUNITY GAP IN EDUCATION BY BRINGING STUDENTS HANDS-ON LEARNING PROJECTS WITH CAREER MENTORS AFTER SCHOOL, COACHING AND TRAINING TEACHERS TO PROVIDE THESE OPPORTUNITIES DURING SCHOOL, AND SHARE CAPACITY, RESOURCES AND BEST PRACTICES WITH OTHER COMMUNITIES. | |
| SACRED HEART COMMUNITY SERVICES | |||||||||
| 1381 SOUTH FIRST ST | SAN JOSE | CA | 95110 | 237179787 | 501(C)(3) | $8,000 | FMV | NON-PROFIT ORGANIZATION THAT BUILDS A COMMUNITY FREE FROM POVERTY BY CREATING HOPE, OPPORTUNITY, AND ACTION. THEY PROVIDE ESSENTIAL SERVICES, WORK TOGETHER TO IMPROVE LIVES, ADVOCATE FOR JUSTICE, AND INSPIRE THE COMMUNITY TO LOVE, SERVE, AND SHARE. | |
| SUNDAY FRIENDS | |||||||||
| 645 WOOL CREEK DRIVE 2ND FLOOR | SAN JOSE | CA | 95112 | 770518937 | 501(C)(3) | $8,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO EMPOWER FAMILIES TO BREAK THE GENERATIONAL CYCLE OF POVERTY BY FOSTERING POSITIVE DEVELOPMENT IN CHILDREN WHILE EDUCATING AND GUIDING PARENTS TO SUPPORT THEIR CHILDREN'S LIFE SUCCESS. | SUITE A |
| SARATOGA AREA SENIOR COORDINATING COUNCIL | |||||||||
| PO BOX 3033 | SARATOGA | CA | 95070 | 942596228 | 501(C)(3) | $7,500 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES ACCESS TO PHYSICAL AND SOCIAL ACTIVITIES ALONG WITH RESOURCE SERVICES THAT IMPROVE THE OVERALL QUALITY OF LIFE FOR AGING ADULTS IN OUR COMMUNITY. | |
| AVENIDAS | |||||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | 941480548 | 501(C)(3) | $7,500 | FMV | NON-PROFIT ORGANIZATION THAT SUPPORT AND CELEBRATES OLDER ADULTS. THEY HELP OLDER ADULTS IN THE COMMUNITY TO BE AS ACTIVE, ENGAGED AND HEALTHY AS POSSIBLE THROUGHOUT THEIR LIVES BY PROVIDING RELEVANT SERVICES AND PROGRAMS. | |
| AMERICAN DIABETES ASSOCIATION | |||||||||
| 111 W SAINT JOHN ST SUITE 1150 | SAN JOSE | CA | 95113 | 131623888 | 501(C)(3) | $7,500 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO EDUCATE THE PUBLIC ABOUT DIABETES AND TO HELP THOSE AFFECTED BY IT THROUGH FUNDING RESEARCH TO MANAGE, CURE AND PREVENT DIABETES. | |
| MARINE TOYS FOR TOTS | |||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | 203021444 | 501(C)(3) | $7,000 | FMV | NON-PROFIT ORGANIZATION THAT COLLECTS NEW UNWRAPPED TOYS AND DISTRIBUTES THOSE TOYS TO LESS FORTUNATE CHILDREN AT CHRISTMAS TO HELP BRING THE JOY OF CHRISTMAS AND SEND A MESSAGE OF HOPE. | |
| ASSISTANCE LEAGUE FOR SAN JOSE | |||||||||
| PO BOX 20174 | SAN JOSE | CA | 95160 | 770033914 | 501(C)(3) | $7,000 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO SUPPORT VITAL COMMUNITY SERVICES. THEIR PHILANTHROPIC PROGRAMS ARE DESIGNED TO SERVE UNMET NEEDS IN THE COMMUNITY. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 45 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $50,000 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY RODRIGUES | ||||||||||||||
| PRESIDENT & CEO | $759,599 | $0 | $346,000 | $0 | $30,513 | $0 | $2,715,364 | $0 | $46,529 | $0 | $3,898,005 | $0 | $0 | $0 |
| K COLLINS | ||||||||||||||
| SENIOR VP - LENDING | $295,735 | $0 | $92,289 | $0 | $619,309 | $0 | $615,063 | $0 | $20,822 | $0 | $1,643,218 | $0 | $0 | $0 |
| R RUTLEDGE | ||||||||||||||
| VP - HUMAN RESOURCES | $255,653 | $0 | $79,205 | $0 | $671,479 | $0 | $815,890 | $0 | $18,009 | $0 | $1,840,236 | $0 | $0 | $0 |
| M MUCKER | ||||||||||||||
| EXECUTIVE VP - OPS | $398,742 | $0 | $139,709 | $0 | $465,445 | $0 | $757,624 | $0 | $21,056 | $0 | $1,782,576 | $0 | $0 | $0 |
| B ROSS | ||||||||||||||
| EXECUTIVE VP - FINANCE & ADMINISTRAT | $400,441 | $0 | $145,047 | $0 | $2,807 | $0 | $791,978 | $0 | $49,461 | $0 | $1,389,734 | $0 | $0 | $0 |
| R MCALPINE | ||||||||||||||
| VP - INFORMATION SYSTEMS | $284,298 | $0 | $88,579 | $0 | $3,616 | $0 | $237,322 | $0 | $30,965 | $0 | $644,780 | $0 | $0 | $0 |
| A SEBASTIAN | ||||||||||||||
| VP - CONTROLLER | $282,621 | $0 | $87,433 | $0 | $1,357 | $0 | $564,300 | $0 | $21,275 | $0 | $956,986 | $0 | $0 | $0 |
| J FAGENSTROM | ||||||||||||||
| VP - MARKETING | $266,156 | $0 | $80,910 | $0 | $3,030 | $0 | $434,276 | $0 | $29,686 | $0 | $814,058 | $0 | $0 | $0 |
| S PANICKER | ||||||||||||||
| VP - TREASURY | $239,170 | $0 | $73,260 | $0 | $535 | $0 | $490,725 | $0 | $31,781 | $0 | $835,471 | $0 | $0 | $0 |
| M GUPTA | ||||||||||||||
| VP - REMOTE SERVICES | $243,888 | $0 | $54,675 | $0 | $1,069 | $0 | $31,200 | $0 | $42,932 | $0 | $373,764 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE 457(B) IS AN UNFUNDED ELIGIBLE DEFERRED COMPENSATION PLAN FOR THE CREDIT UNION TO PROVIDE RETIREMENT BENEFITS AND INCIDENTAL BENEFITS TO HIGHLY COMPENSATED EMPLOYEES. PARTICIPANTS ARE THOSE EMPLOYEES RECEIVING COMPENSATION OVER $120,000. THE 457(F) SERP PLAN PROVIDES HIGHLY COMPENSATED EMPLOYEES WITH SUPPLEMENTAL RETIREMENT INCOME. THE PLAN HAS NO CONTRIBUTION LIMITS OR RESTRICTIONS, DOES NOT RECEIVE CONTRIBUTIONS FROM THE EXECUTIVE AND PROVIDES A LUMP SUM TO THE EXECUTIVE. THE PLAN ASSETS ARE THE ASSETS OF THE CREDIT UNION AND ARE SUBJECT TO CLAIMS OF CREDITORS. PARTICIPANTS ARE GARY RODRIGUES, KEVIN COLLINS, BRIAN ROSS, RUSS MCALPINE, MARGARETE MUCKER, ANN SEBASTIAN, JOE FAGENSTROM, REGINA RUTLEDGE AND SAFAL PANICKER. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (10 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| J FAGENSTROM | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $395,000 | $335,348 | 0 | 0 | Yes (1) |
| R MCALPINE | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $603,100 | $542,244 | 0 | 0 | Yes (1) |
| K COLLINS | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $297,650 | $287,794 | 0 | 0 | Yes (1) |
| R RUTLEDGE | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $1,080,000 | $1,021,901 | 0 | 0 | Yes (1) |
| B ROSS | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $1,000,000 | $981,766 | 0 | 0 | Yes (1) |
| A SEBASTIAN | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $1,143,200 | $1,129,577 | 0 | 0 | Yes (1) |
| S PANICKER | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $1,140,000 | $1,104,768 | 0 | 0 | Yes (1) |
| M MUCKER | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $579,500 | $579,500 | 0 | 0 | Yes (1) |
| M MUCKER | |||||||
| KEY EMP | AUTO LOAN | Yes (X) | $54,862 | $47,379 | 0 | 0 | Yes (1) |
| M GUPTA | |||||||
| KEY EMP | 1ST MORTGAGE | Yes (X) | $1,250,000 | $1,210,071 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,240,348 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | STAR ONE CREDIT UNION IS A COOPERATIVE FINANCIAL INSTITUTION THAT IS OWNED AND CONTROLLED BY ITS MEMBERS, AND OPERATED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS TO ITS MEMBERS. STAR ONE CREDIT UNION DOES NOT HAVE STOCKHOLDERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BOARD OF STAR ONE CREDIT UNION IS COMPRISED OF VOLUNTEER MEMBERS WHO ARE DIRECTLY ELECTED BY ITS MEMBERS. EACH MEMBER OF THE GOVERNING BOARD SERVES FOR A PERIOD AS PRESCRIBED BY OUR BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AT THE END OF EACH TERM OF THE BOARD MEMBERS, ELECTIONS ARE HELD AND BOARD MEMBERS ARE VOTED BY THE MEMBERS OF THE CREDIT UNION PURSUANT TO ITS BY-LAWS. MEMBER VOTES ARE ALSO REQUIRED TO RATIFY DECISIONS DEALING WITH REORGANIZATIONS AS IN THE CASE OF MERGER OR DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CONTROLLER, EXECUTIVE VPS, CEO, AND BOARD OF DIRECTORS RECEIVE A COMPLETED DRAFT OF THE FORM 990 FOR REVIEW PRIOR TO FILING EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, ALL EMPLOYEES ARE REQUIRED TO READ, SIGN, AND SUBMIT THE CODE OF CONDUCT PLEDGE TO HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION B, LINE 15 | STAR ONE CREDIT UNION USES CONSULTING FIRMS AND INDUSTRY SPECIFIC SURVEYS TO DELIBERATE COMPANY EMPLOYEES' COMPENSATION. THE GOVERNING BOARD APPROVES THE CEO'S COMPENSATION PACKAGE AFTER IT HAS BEEN THOROUGHLY REVIEWED AND RECOMMENDED BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | BACKGROUND: FORM 990 IS AN ANNUAL RETURN FILED WITH THE IRS BY TAX-EXEMPT ORGANIZATIONS TO REPORT INFORMATION ABOUT THEIR OPERATIONS. IT IS A PUBLIC DOCUMENT USED PRIMARILY BY THE IRS FOR TAX ADMINISTRATION NEEDS AS WELL AS STATE TAX AUTHORITIES, THE PRESS AND RESEARCHERS. ALL STATE-LICENSED/CHARTERED CREDIT UNIONS ARE REQUIRED TO FILE FORM 990. WITH FILING EXTENSIONS, CREDIT UNIONS HAVE UNTIL NOVEMBER 15TH TO FILE FORM 990 FOR THE PRIOR TAX YEAR. DISCLOSURE REQUIREMENTS: THE THREE MOST RECENT RETURNS FILED MUST BE MADE AVAILABLE TO THE PUBLIC. THE DOCUMENTS MADE AVAILABLE FOR INSPECTION MUST BE AN EXACT COPY OF THE RETURN FILED WITH THE IRS, INCLUDING ATTACHMENTS AND SCHEDULES. THE DISCLOSURE MUST BE PROVIDED TO ALL INDIVIDUALS, MEMBERS AND NON-MEMBERS, WHO REQUEST INSPECTION OR COPIES OF THE FORM. REQUESTS MADE IN PERSON: FORM 990 WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION AT THE BORDEAUX ADMINISTRATION OFFICE DURING REGULAR BUSINESS HOURS. THE BRANCHES ARE EXEMPT FROM THE IN-PERSON DISCLOSURE REQUIREMENT, AS THEY ARE NOT CONSIDERED REGIONAL OR DISTRICT OFFICES. DURING THE FORM 990 INSPECTION, A CREDIT UNION EMPLOYEE MAY BE PRESENT IN THE ROOM. THE INDIVIDUAL REQUESTING THE INSPECTION MAY TAKE NOTES DURING THE INSPECTION. FEES MAY BE CHARGED FOR COPIES OF THE FORM 990 (FEES MAY BE AT THE RATE OF $.20 PER PAGE, THE FIRST 50 PAGES FOR FREE AND/OR POSTAGE FEES). IN-PERSON REQUESTS SHOULD BE FULFILLED ON THE SAME BUSINESS DAY. THE IRS ALLOWS EXCEPTIONS IN CASES OF UNUSUAL CIRCUMSTANCES. IF AN UNUSUAL CIRCUMSTANCE EXISTS, THE CREDIT UNION IS PERMITTED TO PROVIDE COPIES NO LATER THAN THE NEXT BUSINESS DAY FOLLOWING THE DAY THAT THE UNUSUAL CIRCUMSTANCE CEASES TO EXIST OR THE FIFTH BUSINESS DAY AFTER THE DATE OF THE REQUEST, WHICHEVER OCCURS FIRST. EXAMPLES OF UNUSUAL CIRCUMSTANCES INCLUDE REQUESTS RECEIVED SHORTLY BEFORE THE END OF REGULAR BUSINESS HOURS THAT REQUIRE AN EXTENSIVE AMOUNT OF COPYING OR REQUESTS ON A DAY WHEN THE ORGANIZATION'S MANAGERIAL STAFF CAPABLE OF FULFILLING THE REQUEST IS CONDUCTING SPECIAL DUTIES, RATHER THAN ITS REGULAR ADMINISTRATIVE DUTIES. REQUESTS MADE IN WRITING: IF A CREDIT UNION RECEIVES A WRITTEN REQUEST (MAIL, E-MAIL, FAX, ETC.) FOR A COPY OF FORM 990, THE COPY MUST BE MAILED WITHIN 30 DAYS FROM THE DATE THE REQUEST WAS RECEIVED (APPLICABLE FEES MAY APPLY). SUMMARY: THE CREDIT UNION WILL RESPOND TO INDIVIDUAL REQUESTS FOR COPIES AND WILL NOT MAKE THE FORM 990 'WIDELY AVAILABLE' BY POSTING IT TO A PUBLIC WEBSITE OR DATABASE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN OCI -8,910,276. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |