CREDIT UNIONS IN THE STATE OF CALIFORNIA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-6069237)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349305775
- Schema version
- 2024v5.2
- 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 | 2025-11-13T12:23:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 4085435024 | 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 | CEO | PersonTitleTxt |
| Phone | 4085435024 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATALIE HULL CPA | PreparerPersonNm |
| PTIN | P00089332 | PTIN |
| Phone | 8189549700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $409,807,996 | 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 | 287 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $64,615 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $12,367 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $252,138,598 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $286,719,560 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,845,541 | PYInvestmentIncomeAmt |
| CY Investment Income | $72,285,036 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $50,803,400 | CYOtherRevenueAmt |
| PY Total Revenue | $320,984,139 | PYTotalRevenueAmt |
| CY Total Revenue | $409,807,996 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $979,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $963,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,729,367 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $55,228,107 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $280,089,695 | PYOtherExpensesAmt |
| CY Other Expenses | $319,956,954 | CYOtherExpensesAmt |
| PY Total Expenses | $308,798,162 | PYTotalExpensesAmt |
| CY Total Expenses | $376,148,161 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,185,977 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,659,835 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,897,274,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,454,397,611 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,869,716,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,320,225,929 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,027,557,447 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,134,171,682 | 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 129,085 MEMBERS WITH SAVINGS AND LOAN ACCOUNTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STAR ONE CREDIT UNION PROVIDED 8,253 LOANS TOTALING $1,394,090,749 IN 2024. | 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 | 132099 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 287 | 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 | SHYAM BHASKAR VP CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085435024 | 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 |
|---|---|---|---|---|---|---|---|---|
| MELISSA HENCK | ||||||||
| CHAIR | 1.00 | Yes (X) | $6,208 | $0 | $0 | |||
| JEFF GAUT | ||||||||
| 1ST VICE CHAIR & TREASURER | 1.00 | Yes (X) | $701 | $0 | $0 | |||
| RICHARD AOCHI | ||||||||
| 2ND VICE CHAIR & ASSISTANT | 1.00 | Yes (X) | $1,868 | $0 | $0 | |||
| CHRISTINA GOEAS | ||||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | $1,554 | $0 | $0 | |||
| TRINY LEE | ||||||||
| SECRETARY | 1.00 | Yes (X) | $1,319 | $0 | $0 | |||
| DAVID DAGGETT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES BARNHART | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,034 | $0 | $0 | |||
| PATRICIA HUMECKE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $2,267 | $0 | $0 | |||
| CYRUS TABARI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $2,356 | $0 | $0 | |||
| BRIAN LAWLER | ||||||||
| SUPERVISORY COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MADELAINE KOLDA | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $2,055 | $0 | $0 | |||
| PONPROM FLYNN | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $1,433 | $0 | $0 | |||
| TYLER MARTIN | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN MANK | ||||||||
| SUPERVISORY COMMITTEE | 1.00 | Yes (X) | $4,079 | $0 | $0 | |||
| GARY RODRIGUES | ||||||||
| PRESIDENT/CEO | 40.00 | $1,968,703 | $0 | $923,073 | Yes (X) | |||
| M MUCKER | ||||||||
| EXECUTIVE VP - OPS | 40.00 | $1,528,384 | $0 | $19,058 | Yes (X) | |||
| B ROSS | ||||||||
| EXECUTIVE VP - FINANCE & A | 40.00 | $1,016,494 | $0 | $637,138 | Yes (X) | |||
| M GUPTA | ||||||||
| EXECUTIVE VP - OPERATIONS | 40.00 | $882,236 | $0 | $1,541,787 | Yes (X) | |||
| V BROSAS | ||||||||
| VP - DEPOSIT SERVICES | 40.00 | $705,490 | $0 | $1,026,581 | Yes (X) | |||
| V TABLER | ||||||||
| VP - REAL ESTATE LENDING | 40.00 | $620,360 | $0 | $897,163 | Yes (X) | |||
| S NAYLOR | ||||||||
| VP - INFORMATION SYSTEMS | 40.00 | $545,016 | $0 | $983,905 | Yes (X) | |||
| S PANICKER | ||||||||
| VP - TREASURY | 40.00 | $535,684 | $0 | $836,777 | Yes (X) | |||
| R RUTLEDGE | ||||||||
| VP - HUMAN RESOURCES | 40.00 | $480,917 | $0 | $57,678 | Yes (X) | |||
| H ORNELAS | ||||||||
| VP - CONSUMER LENDING | 40.00 | $469,561 | $0 | $70,786 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,777,719 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,993,946 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 138 | 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 | $2,961,088 |
| VISA USA INC | |||||
| 777 3RD AVE 12 | NEW YORK | NY | 10017 | VISA/ATM PROCESSING | $1,979,189 |
| INSIGHT DIRECT USA INC | |||||
| 2701 E INSIGHT WAY | CHANDLER | AZ | 85286 | COMPUTER EQUIPMENT/MAINTENANCE | $1,263,438 |
| FISERV INC | |||||
| 405 SCIENCE DR STE 210 | MOORPARK | CA | 93021 | XP SOFTWARE MAINTENANCE | $926,235 |
| CROWE LLP | |||||
| 225 WEST WACKER DRIVE STE 2600 | CHICAGO | IL | 60606 | AUDIT | $742,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 49 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON LOANS | 522100 | $274,431,245 | $274,431,245 | |
| OTHER OPERATING INCOME | 522100 | $10,358,425 | $10,358,425 | |
| FEE INCOME | 522100 | $1,929,890 | $1,865,275 | $64,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $286,719,560 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,285,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,285,036 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN IN CHANGE IN VALU | Desc |
| Business | 522100 | BusinessCd |
| Total Revenue Column | $50,803,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,803,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $50,803,400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $409,807,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $409,743,381 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $64,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,100 | 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 | $8,777,719 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,176,900 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,994,850 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,889,846 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,388,792 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,562 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $907,958 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,661 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,571,588 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,986,485 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,945,017 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,027 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,794,932 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,999 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,048,569 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,729,947 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,994 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOAN SERVICING EXPENSE | $9,763,464 |
| MISC OPERATING EXPENSE | $6,596,087 |
| CREDIT LOSS EXPENSE | $2,949,120 |
| OPERATING FEES | $655,391 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,153 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,148,161 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,357,816 | BOYAmt |
| EOY | $11,947,248 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,188,566 | BOYAmt |
| EOY | $490,559,618 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,800,305 | BOYAmt |
| EOY | $7,893,898 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,293,130 | BOYAmt |
| EOY | $3,241,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,230,869 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,846,118 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,478,386 | BOYAmt |
| EOY | $13,384,751 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,549,166,902 | BOYAmt |
| EOY | $2,389,284,604 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,849,705,935 | BOYAmt |
| EOY | $6,141,657,013 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,283,063 | BOYAmt |
| EOY | $396,428,556 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,897,274,103 | BOYAmt |
| EOY | $9,454,397,611 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,177,694 | BOYAmt |
| EOY | $77,673,791 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,795,538,962 | BOYAmt |
| EOY | $8,242,552,138 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,869,716,656 | BOYAmt |
| EOY | $8,320,225,929 | 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 | $1,027,557,447 | BOYAmt |
| EOY | $1,134,171,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027,557,447 | BOYAmt |
| EOY | $1,134,171,682 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,897,274,103 | BOYAmt |
| EOY | $9,454,397,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $33,659,835 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $71,646,809 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,307,591 | 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 | $13,100 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $13,100 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $13,100 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (2 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 | $12,100 |
| BAY AREA PAC | |||||
| PO BOX 193919 | SAN FRANCISCO | CA | 94119 | 743032874 | $1,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS TO CALIFORNIA CREDIT UNION LEAGUE PAC AND BAY AREA PAC 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 | $13,211,145 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,852,713 | DepreciationAmt |
| Book Value | $7,358,432 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,215,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,487,474 | DepreciationAmt |
| Book Value | $728,106 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,640,760 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,505,931 | DepreciationAmt |
| Book Value | $1,134,829 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,384,751 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALL OTHER INVESTMENTS | $17,250,000 | F |
| NET LOANS AND LEASES | $6,055,770,806 | F |
| NCUA SHARE INSURANCE DEPOSIT | $57,736,207 | C |
| PAID IN CAPITAL AT CORP CUS | $900,000 | C |
| DEPOSITS IN COMMERCIAL BANKS | $10,000,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $6,141,657,013 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DRAWS AGAINST LINES OF CREDIT | $900,800,000 |
| MEMBER SHARES AND DEPOSITS | $7,341,752,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,242,552,138 | 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 SHOULD 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 YEARS ENDED SEPTEMBER 30, 2024 AND 2023, 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 (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ACKNOWLEDGE ALLIANCE | ||||||||||
| 2483 OLD MIDDLEFIELD WAY 201 | MOUNTAIN VIEW | CA | 94043 | 770393676 | 501(C)(3) | $10,000 | $0 | 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 ALZHEIMER'S ASSOCIATION | ||||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $25,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT RAISES AWARENESS AND FUNDS FOR ALZHEIMER'S CARE, SUPPORT AND RESEARCH. | |
| AMERICAN CANCER SOCIETY | ||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $10,000 | $0 | 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. | |
| ANIMAL ASSISTED HAPPINESS | ||||||||||
| 1030 E EL CAMINO REAL 279 | SUNNYVALE | CA | 94087 | 264100791 | 501(C)(3) | $16,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT ENRICHES THE LIVES OF YOUTH WITH NEEDS THROUGH BARNYARD NTERACTIONS AT THEIR SMILE FARM AND MOBILE VISITS. | |
| ASSISTANCE LEAGUE FOR SAN JOSE | ||||||||||
| PO BOX 20174 | SAN JOSE | CA | 95160 | 770033914 | 501(C)(3) | $7,000 | $0 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO SUPPORT VITAL COMMUNITY SERVICES. THEIR PHILANTHROPIC PROGRAMS ARE DESIGNED TO SERVE UNMET NEEDS IN THE COMMUNITY. | |
| AVENIDAS | ||||||||||
| 450 BRYANT STREET | PALO ALTO | CA | 94301 | 941480548 | 501(C)(3) | $10,000 | $0 | 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. | |
| CANCER CAREPOINT INC | ||||||||||
| 2505 SAMARITAN DRIVE BUILDING 400 | SAN JOSE | CA | 95124 | 273029691 | 501(C)(3) | $35,000 | $0 | 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 |
| CANINE COMPANIONS FOR INDEPENDENCE INC | ||||||||||
| 2965 DUTTON AVE | SANTA ROSA | CA | 95407 | 942494324 | 501(C)(3) | $15,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT ENHANCES THE LIVES OF PEOPLE WITH DISABILITIES BY PROVIDING HIGHLY TRANINED ASSISTANCE DOGS AND ONGOING SUPPORT TO ENSURE QUALITY PARTNERSHIPS. | |
| COMMUNITY SERVICES AGENCY | ||||||||||
| 204 STIERLIN ROAD | MOUNTAIN VIEW | CA | 94043 | 941422465 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO EDUCATE THE PUBLIC ABOUT DIABETES AND TO HELP THOSEAFFECTED BY IT THROUGH FUNDING RESEARCH TO MANAGE, CURE AND PREVENT DIABETES. | |
| THE CROHN'S AND COLITIS FOUNDATION OF AMERICA | ||||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | 136193105 | 501(C)(3) | $10,000 | $0 | 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. | |
| CYSTIC FIBROSIS RESEARCH INC | ||||||||||
| 2672 BAYSHORE PARKWAY STE 250 | MOUNTAIN VIEW | CA | 94043 | 510169988 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT FUNDS RESEARCH, PROVIDES EDUCATIONAL AND PERSONAL SUPPORT, AND SPREAD AWARENESS OF CYSTIC FIBROSIS, A LIFE-THREATENING GENETIC DISEASE. | |
| FAMILY GIVING TREE | ||||||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | 770284682 | 501(C)(3) | $25,000 | $0 | 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. | |
| FAMILY SUPPORTIVE HOUSING | ||||||||||
| 692 N KING RD | SAN JOSE | CA | 95133 | 770106237 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT THAT HAS BEEN HELPING HOMELESS SINGLE- AND TWO-PARENT FAMILIES WITH CHILDREN REMAIN INTACT, WHILE ADDRESSING THEIR NEEDS FOR FOOD, SHELTER, EMPLOYMENT AND EDUCATION. | |
| FOOTHILL-DE ANZA COMMUNITY COLLEGES FOUNDATION | ||||||||||
| 12345 EL MONTE RD | LOS ALTOS HILLS | CA | 94022 | 943258220 | 501(C)(3) | $10,000 | $0 | FMV | THE MISSION OF THE FOOTHILL-DE ANZA FOUNDATION IS TO CHANGE STUDENT LIVES BY RAISING AND INVESTING FUNDS TO SUPPORT THE EDUCATIONAL EXCELLENCE OF FOOTHILL AND DE ANZA COLLEGES. | |
| GEORGE MARK CHILDREN'S FUND | ||||||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | 943255845 | 501(C)(3) | $15,000 | $0 | FMV | GEORGE MARK CHILDREN'S HOUSE ARE INNOVATIVE LEADERS IN RELIEVING PAIN AND STRESS OF ILLNESS,REGARDLESS OF PROGNOSIS OF CHILDREN. IT IS THE FIRST FREESTANDING PEDIATRIC PALLIATIVE CARE CENTER IN THE US. | |
| HAPPY HOLLOW FOUNDATION | ||||||||||
| 1300 SENTER RD | SAN JOSE | CA | 95112 | 237219471 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT CONNECTS PEOPLE TO NATURE THROUGH PLAY. | |
| HEALTH TRUST MEALS ON WHEELS | ||||||||||
| 3180 NEWBERRY DRIVE | SAN JOSE | CA | 95228 | 946050231 | 501(C)(3) | $15,000 | $0 | FMV | NON-PROFIT ORNGANIZATION DEDICATED TO TRANSFORMING SILICON VALLEY INTO THE HEALTHIEST REGION IN AMERICA FOR EVERYONE THROUGH THREE INITIATIVES: HEALTHY LIVING, HEALTHY AGING, AND HEALTHY COMMUNITIES. | |
| HEALTHRIGHT 360 | ||||||||||
| 1563 MISSION ST | SAN FRANCISCO | CA | 94103 | 946129071 | 501(C)(3) | $10,000 | $0 | FMV | HEALTHRIGHT 360 GIVES HOPE, BUILDS HEALTH, AND CHANGES LIVES FOR PEOPLE IN NEED. THEY DO THIS BY PROVIDING COMPASSIONATE, INTEGRATED CARE THAT INCLUDES PRIMARY MEDICAL, MENTAL HEALTH, SUBSTANCE USE DISORDER TREATMENT AND RE-ENTRY SERVICES. | |
| HOMEFIRST SERVICES OF SANTA CLARA COUNTY | ||||||||||
| 507 VALLEY WAY | MILPITAS | CA | 95035 | 942684272 | 501(C)(3) | $15,000 | $0 | 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. | |
| HUNGER AT HOME | ||||||||||
| 1560 BERGER DR | SAN JOSE | CA | 95112 | 475462753 | 501(C)(3) | $15,000 | $0 | FMV | HUNGER AT HOME SERVES AS A CONDUIT BETWEEN THE BUSINESS AND NONPROFIT COMMUNITIES TO CHANNELEXCESS FOOD AND SURPLUS GOODS TO HOMELESS AND HUNGRY INDIVIDUALS AND FAMILIES. | |
| JACOB'S HEART | ||||||||||
| 567 AUTO CENTER DRIVE | WATSONVILLE | CA | 95076 | 680413822 | 501(C)(3) | $10,000 | $0 | FMV | THE MISSION OF JACOB'S HEART IS TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN WITH CANCER AND SUPPPORTTHEIR FAMILIES IN THE CHALLENGES THEY FACE. | |
| JW HOUSE | ||||||||||
| 3850 E HOMESTEAD RD | SAN CLARA | CA | 95051 | 202034560 | 501(C)(3) | $12,500 | $0 | FMV | JW HOUSE KEEPS FAMILIES TOGETHER DURING MEDICAL CRISIS BY OFFERING A WELCOMING HOME CLOSE TO THEHOSPITAL AND PROVIDING A CARING AND COMPASSIONATE ENVIRONMENT THAT INSPIRES HOPE. | |
| LEAD SCHOLARS PROGRAM SCU | ||||||||||
| 500 EL CAMINO REAL | SAN CLARA | CA | 95053 | 941156617 | 501(C)(3) | $15,000 | $0 | FMV | THE LEAD SCHOLARS PROGRAM PROVIDES ACADEMIC AND VOCATIONAL DEVELOPMENT OPPORTUNITIES,SUPPORTIVE ADVISING, PEER MENTORING, AND COMMUNITY BUILDING THROUGH A VARIETY OF COURSES, PROGRAMS,AND SUPPORT NETWORKS. | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||||
| PO BOX 102488 | PASADENA | CA | 91189 | 135644916 | 501(C)(3) | $10,000 | $0 | FMV | THE LEUKEMIA AND LYMPHOMA SOCIETY IS THE WORLD'S LARGEST VOLUNTARY NONPROFIT HEALTH ORGANIZATIONDEDICATED TO FUNDING BLOOD CANCER RESEARCH AND PROVIDING EDUCATION AND PATIENT SERVICES. | |
| LIFEMOVES | ||||||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 94025 | 770160469 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO RAPIDLY RETURN THE UNHOUSED NEIGHBORS TO STABLE HOMES. | |
| LUCILLE PACKARD CHILDREN'S FOUNDATION | ||||||||||
| 400 HAMILTON AVENUE 340 | PALO ALTO | CA | 94103 | 770440090 | 501(C)(3) | $25,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT ELEVATES THE PRIORITY OF CHILDREN'S HEALTH AND INCREASES THE QUALITY AND ACCESSIBLILITY OF CHILDREN'S HEALTHCARE THROUGH LEADERSHIP AND DIRECT INVESTMENT. | |
| MARTHA'S KITCHEN | ||||||||||
| 311 WILLOW ST | SAN JOSE | CA | 95110 | 912091094 | 501(C)(3) | $25,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT PROVIDES OVER 200,000 MEALS EACH MONTH. THEY BELIEVE THAT FOOD IS A BASIC HUMAN RIGHT NOT A LUXURY. IT IS VITAL THAT THESE COMMUNITIES HAVE ACCESS TO WELL BALANCED MEALS,WHICH INCLUDE PROPER PROTEINS, VEGETABLES AND CARBOHYDRATES. | |
| MORGAN AUTISM CENTER | ||||||||||
| 2280 KENWOOD AVENUE | SAN JOSE | CA | 95128 | 941722448 | 501(C)(3) | $10,000 | $0 | 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. | |
| NAMI SANTA CLARA COUNTY - NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||||
| 1150 S BASCOM AVENUE 24 | SAN JOSE | CA | 95128 | 942430956 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT HELPS PEOPLE WITH A LIVED EXPERIENCE OFMENTAL ILLNESS AND FAMILIES BY PROVIDING SUPPORT, EDUCATION AND ADVOCACY;TO PROMOTE RESEARCH; TO REDUCE STIGMAN AND DISCRIMINATION IN THE COMMUNITY; AND TO IMPROVE SERVICES BY WORKING WITH HEALTH PROFESSIONALS AND FAMILIES. | |
| NEPHCURE KIDNEY INTERNATIONAL | ||||||||||
| 150 S WARNER RD SUITE 402 | KING OF PRUSSIA | PA | 19406 | 383569922 | 501(C)(3) | $15,000 | $0 | FMV | NON-PROFIT ORGANIZATION WITH A MISSION TO ACCELERATE RESEARCH FOR EFFECTIVE TREATMENTS OF RARE FORMS OF NEPHROTIC SYNDROME AND PROVIDE EDUCATION ANDSUPPORT THAT WILL IMPROVE LIVES AFFECTED. | |
| OPEN DOORS TO FUTURE POSSIBILITIES | ||||||||||
| 1550 THE ALAMEDA SUITE 150 | SAN JOSE | CA | 95126 | 833226119 | 501(C)(3) | $11,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT SUPPORTS VETERANS, FIRST RESPONDERS AND UNDERSERVED COMMUNITYMEMBERS AND HELPS THEM OVERCOME LIFE CHALLENGES USING HEALING CONVERSATIONS, EDUCATIONAND RESOURCES, SO THEY CAN ACHIEVE THEIR GOALS AND LEAD MORE FULFILLING LIVES. | |
| OPEN HEART KITCHEN | ||||||||||
| 1141 CATALINA DR SUITE 137 | LIVERMORE | CA | 94550 | 943396038 | 501(C)(3) | $11,000 | $0 | FMV | FOUNDED IN 1995, OPEN HEART KITCHEN IS THE LARGEST PREPARED MEAL PROVIDER TN THE TR-VALLEY WITH A MISSION TO PROVIDE NUTRITIOUS FOOD TODAY WHILE BUILDING A FOOD SECURE TOMORROW. OVER THE PAST 30 YEARS OPEN HEART KITCHEN HAS GROWNFROMA GRASSROOTS INITIATIVE INTO AN ESSENTIAL COMMUNITYLIFELINE, PROVIDING MORE THAN 7 MILLION MEALS. | |
| OPERATION CARE AND COMFORT | ||||||||||
| 3173 PEBBLE BEACH CIRCLE | FAIRFIELD | CA | 94534 | 273116300 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT ORGANIZATION DEDICATED TO SUPPORTING AND ASSISTING VETERANS, MILITARY PERSONNEL AND THEIR FAMILY MEMBERS. | |
| OPERATION FREEDOM PAWS | ||||||||||
| 777 FIRST ST PMB515 | GILROY | CA | 95020 | 452566382 | 501(C)(3) | $10,000 | $0 | FMV | OPERATION FREEDOM PAWS EMPOWERS VETERANS AND INDIVIDUALS WITH DISABILITIES TO RESTORE THEIRFREEDOM TO LIVE LIFE. | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | 330841281 | 501(C)(3) | $10,000 | $0 | FMV | THE MISSION IS TO TAKE BOLD ACTION TO IMPROVE THE LIVES OF EVERYONE IMPACTED BY PANCREATIC CANCERBY ADVANCING SCIENTIFIC RESEARCH, BUILDING COMMUNITY, SHARING KNOWLEDGE, AND ADVOCATINGFOR PATIENTS. | |
| PARKINSON'S FOUNDATION | ||||||||||
| 5757 WATERFORD DISTRICT DR SUITE | MIAMI | FL | 33126 | 131866796 | 501(C)(3) | $7,500 | $0 | FMV | THE PARKINSON'S FOUNDATION MAKES LIFE BETTER FOR PEOPLE WITH PARKINSON'S DISEASE (PD) BY IMPROVINGCARE AND ADVANCING RESEARCH TOWARD A CURE. IN EVERYTHING THEY DO, THEY BUILD ON THE ENERGY, EXPERIENCE AND PASSION OF THE GLOBAL PARKINSON'S COMMUNITY. | 310 |
| PIVOTAL CONNECTIONS | ||||||||||
| 75 E SANTA CLARA ST SUITE 1450 | SAN JOSE | CA | 95113 | 770166138 | 501(C)(3) | $10,000 | $0 | FMV | PIVOTAL CONNECTIONS FOCUSES ON PREPARING, INSPIRING, VALUING, OPTIMIZING AND TRANSFORMINGASPIRING LEADERS. | |
| REBEKAH'S CHILDREN'S SERVICES | ||||||||||
| 290 IOOF AVE | GILROY | CA | 95020 | 941167402 | 501(C)(3) | $6,000 | $0 | FMV | RCS OFFERS A FULL CONTINUUM OF FAMILY-CENTERED SERVICES INCLUDING MENTAL AND BEHAVIORAL HEALTHSERVICES, FOSTER CARE AND ADOPTION, AND EDUCATIONAL SERVICES, TO PROMOTE THE HEALTHY DEVELOPMENTOF CHILDREN AND FAMILIES. | |
| REBUILDING TOGETHER SILICON VALLEY | ||||||||||
| 1701 SOUTH 7TH ST 10 | SAN JOSE | CA | 95112 | 770289381 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO PROVIDE SAFE HOMES AND COMMUNITIES FOR EVERYONE. THROUGHA VAST NETWORK OF VOLUNTEERS, CORPORATE SPONSORS, AND SUB-CONTRACTORS, REBUILDING TOGETHER SILICONVALLEY PROVIDES CRITICAL HOME REPAIRS TO OVER 600 CLIENTS PER YEAR. IN ADDITION, THEY ASSIST NONPROFITORGANIZATIONS WITH FACILITY MAINTENANCE AND REPAIRS SO THAT THEY CAN DEDICATE THEIR TIME AND RESOURCES TO HELPING OUR COMMUNITY. | |
| SAN JOSE PUBLIC LIBRARY FOUNDATION | ||||||||||
| POBOX 611540 | SAN JOSE | CA | 95161 | 770142379 | 501(C)(3) | $15,000 | $0 | FMV | THE SAN JOSE PUBLIC LIBRARY FOUNDATION SUPPORTS EDUCATIONAL PROGRAMS AND RESOURCES THROUGHTHE PUBLIC LIBRARY, SCHOOLS AND COMMUNITY-BASED ORGANIZATIONS, TO CREATE AN EDUCATED, EQUITABLE, EMPOWERED AND ENGAGED COMMUNITY. | |
| SECOND HARVEST FOOD BANK | ||||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | 942614101 | 501(C)(3) | $50,000 | $0 | 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. | |
| THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | ||||||||||
| ONE WASHINGTON SQUARE CLARK HALL | SAN JOSE | CA | 95192 | 830403915 | 501(C)(3) | $15,000 | $0 | FMV | NON-PROFIT ORGANIZATION ESTABLISHED TO ENCOURAGE CONNECTIONS BETWEEN ALUMNI, DONORS AND THECOMMUNITY. THE INCREASINGLY CHALLENGING FUNDING ENVIRONMENT REQUIRES SAN JOSE STATE TO AUGMENTPUBLIC FUNDING WITH PRIVATE DONATIONS. TOWER IS DEDICATED TO GROWING THE UNIVERSITY'S ENDOWMENTTHROUGH DONATIONS, BEQUESTS AND PRUDENT INVESTMENT MANAGEMENT. | SUITE 300 |
| SPECIAL OLYMPICS NORTHERN CALIFORNIA | ||||||||||
| 3480 BUSKIRK AVE SUITE 340 | PLEASANT HILL | CA | 94523 | 680363121 | 501(C)(3) | $15,000 | $0 | FMV | THE MISSION OF SPECIAL OLYMPICS IS TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES. | |
| SUNDAY FRIENDS FOUNDATION | ||||||||||
| 645 WOOL CREEK RD 2ND FLOOR SUITE A | SAN JOSE | CA | 95112 | 770518937 | 501(C)(3) | $15,000 | $0 | FMV | SUNDAY FRIENDS EMPOWERS UNDERSERVED SAN JOSE FAMILIES TO OBTAIN THE BASIC NECESSITIES TO SURVIVE AND ACQUIRE THE LIFE SKILLS TO THRIVE FOR UPWARD MOBILITY FROM POVERTY. | |
| SUNNYVALE COMMUNITY SERVICES | ||||||||||
| 725 KIFER ROAD | SUNNYVALE | CA | 94086 | 941713897 | 501(C)(3) | $25,000 | $0 | 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. | |
| THE TECH INTERACTIVE | ||||||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | 942864660 | 501(C)(3) | $10,000 | $0 | FMV | THE TECHIS A MISSION DRIVEN ORGANIZATION THAT DEVELOPS THE NEXT GENERATION OF PROBLEM-SOLVERS LOCALLY, NATIONALLY AND GLOBALLY, THROUGH THE CREATION AND DISTRIBUTION OF WORLD-CLASS IMMERSIVESTEAM EDUCATION RESOURCES. | |
| VALLEY MEDICAL CENTER FOUNDATION | ||||||||||
| 2400 CLOVE DR | SAN JOSE | CA | 95128 | 770187890 | 501(C)(3) | $10,000 | $0 | FMV | NON-PROFIT THAT HAS THE MISSION TO BE A LEADER FOR COMMUNITY HEALTH AND HEALTHCARE IN SANTACLARA COUNTY BY FUNDRAISING TO SUPPORT, INNOVATE, AND ADVOCATE FOR BETTER HEALTH FOR ALL. | |
| WE HOPE | ||||||||||
| POBOX 50624 | EAST PALO ALTO | CA | 94303 | 943342713 | 501(C)(3) | $10,000 | $0 | FMV | THE MISSION OF WE HOPE IS TO HELP PEOPLE BECOME HEALTHY, EMPLOYED AND HOUSED USINGINNOVATIVE SOLUTIONS. | |
| WEST VALLEY COMMUNITY SERVICES | ||||||||||
| 10104 VISTA DRIVE | CUPERTINO | CA | 95014 | 942211685 | 501(C)(3) | $15,000 | $0 | FMV | NON-PROFIT ORGANIZATION THAT IS FIGHTING POVERTY BY PROVIDING CRITICAL SUPPORTSERVICES TO THE LOW INCOME AND HOMELESS INDIVIDUALS AND FAMILY IN COMMUNITIESOF CUPERTINO, LOS GATOS, MONTE SERENO, SARATOGA AND WEST SAN JOSE. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | 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 |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
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 | $1,074,839 | $0 | $865,142 | $0 | $28,722 | $0 | $876,028 | $0 | $47,045 | $0 | $2,891,776 | $0 | $0 | $0 |
| M MUCKER | ||||||||||||||
| EXECUTIVE VP - OPS | $145,180 | $0 | $310,949 | $0 | $1,072,255 | $0 | $13,139 | $0 | $5,919 | $0 | $1,547,442 | $0 | $0 | $0 |
| B ROSS | ||||||||||||||
| EXECUTIVE VP - FINANCE & A | $519,903 | $0 | $233,027 | $0 | $263,564 | $0 | $588,366 | $0 | $48,772 | $0 | $1,653,632 | $0 | $0 | $0 |
| M GUPTA | ||||||||||||||
| EXECUTIVE VP - OPERATIONS | $472,701 | $0 | $199,200 | $0 | $210,335 | $0 | $1,496,743 | $0 | $45,044 | $0 | $2,424,023 | $0 | $0 | $0 |
| V BROSAS | ||||||||||||||
| VP - DEPOSIT SERVICES | $353,947 | $0 | $144,219 | $0 | $207,324 | $0 | $993,572 | $0 | $33,009 | $0 | $1,732,071 | $0 | $0 | $0 |
| V TABLER | ||||||||||||||
| VP - REAL ESTATE LENDING | $435,620 | $0 | $183,084 | $0 | $1,656 | $0 | $860,210 | $0 | $36,953 | $0 | $1,517,523 | $0 | $0 | $0 |
| S NAYLOR | ||||||||||||||
| VP - INFORMATION SYSTEMS | $381,004 | $0 | $162,932 | $0 | $1,080 | $0 | $950,152 | $0 | $33,753 | $0 | $1,528,921 | $0 | $0 | $0 |
| S PANICKER | ||||||||||||||
| VP - TREASURY | $369,772 | $0 | $158,468 | $0 | $7,444 | $0 | $797,451 | $0 | $39,326 | $0 | $1,372,461 | $0 | $0 | $0 |
| R RUTLEDGE | ||||||||||||||
| VP - HUMAN RESOURCES | $336,249 | $0 | $138,991 | $0 | $5,677 | $0 | $39,216 | $0 | $18,462 | $0 | $538,595 | $0 | $0 | $0 |
| H ORNELAS | ||||||||||||||
| VP - CONSUMER LENDING | $327,947 | $0 | $138,518 | $0 | $3,096 | $0 | $37,033 | $0 | $33,753 | $0 | $540,347 | $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, BRIAN ROSS, SAFAL PANICKER, MINAL GUPTA, VANESSA BROSAS, ALEX KIM, VICTORIA TABLER, STEVE NAYLOR AND RYAN BARRINGER. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (13 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| B ROSS | |||||||
| KEY EMPLOYEE | 1ST MORTGAGE | Yes (X) | $1,000,000 | $540,951 | 0 | 0 | Yes (1) |
| R RUTLEDGE | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $1,080,000 | $888,220 | 0 | 0 | Yes (1) |
| S PANICKER | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $1,140,000 | $970,030 | 0 | 0 | Yes (1) |
| S PANICKER | |||||||
| HCE | AUTO LOAN | Yes (X) | $28,891 | $20,637 | 0 | 0 | Yes (1) |
| V TABLER | |||||||
| HCE | AUTO LOAN | Yes (X) | $41,744 | $15,769 | 0 | 0 | Yes (1) |
| V TABLER | |||||||
| HCE | AUTO LOAN | Yes (X) | $56,313 | $24,597 | 0 | 0 | Yes (1) |
| V TABLER | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $780,000 | $665,652 | 0 | 0 | Yes (1) |
| M GUPTA | |||||||
| KEY EMPLOYEE | 1ST MORTGAGE | Yes (X) | $2,880,000 | $2,789,586 | 0 | 0 | Yes (1) |
| S NAYLOR | |||||||
| HCE | SOLAR LOAN | Yes (X) | $27,144 | $21,575 | 0 | 0 | Yes (1) |
| S NAYLOR | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $280,000 | $189,061 | 0 | 0 | Yes (1) |
| V BROSAS | |||||||
| KEY EMPLOYEE | AUTO LOAN | Yes (X) | $27,818 | $5,965 | 0 | 0 | Yes (1) |
| H ORNELAS | |||||||
| HCE | 1ST MORTGAGE/JUMBO | Yes (X) | $600,000 | $531,378 | 0 | 0 | Yes (1) |
| H ORNELAS | |||||||
| HCE | 1ST MORTGAGE | Yes (X) | $1,350,000 | $1,230,477 | 0 | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,893,898 | 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 1,307,591. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |