2019-11-15T14:41:23-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2018-01-01 952015359 COASTHILLS CREDIT UNION COAS 8057337619 3880 CONSTELLATION ROAD LOMPOC CA 93436 BARBARA ALTHEIDE CHIEF FINANCIAL OFFICER 8057337619 2019-11-13 1 MARY C GREEN P00447183 6022662248 67.137.57.251 2019-11-13 11:54:05 US P FD94BE241EB30D59D427851B854338419E5FBD2E 6090138281F26C81E44F33703B5A75F6ECDC86D4 2018 2020-03-31 21:24:44Z PAUL C COOK 3880 CONSTELLATION ROAD LOMPOC CA 93436 61583560 0 X WWW.COASTHILLS.COOP X 1958 CA SERVE MEMBERS WITH FINANCIAL PRODUCTS AND SUPERIOR CUSTOMER SERVICE TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS. 7 7 305 16 294332 0 0 0 52026719 56804901 1495141 1456987 2344260 3318897 55866120 61580785 102069 119154 5586252 6805922 18338362 20604097 0 0 0 23600208 28857790 47626891 56386963 8239229 5193822 1083097348 1158529417 984818896 1055022914 98278452 103506503 X WE SEE EACH DAY AS AN OPPORTUNITY TO SERVE OUR COMMUNITIES AND MAKE A DIFFERENCE IN OUR NEIGHBORS' LIVES. YES, THAT MEANS MAKING AFFORDABLE CAR LOANS AND HELPING PEOPLE SAVE MONEY, BUT IT'S MORE THAN THAT. YOU'LL SEE US OUT IN THE COMMUNITY, SLEEVES ROLLED UP, GETTING THINGS DONE. LENDING OUR TIME, EFFORT AND FINANCIAL SUPPORT TO THE CENTRAL COAST IS WHAT WE DO. AND WE LOVE IT. 0 0 THE CREDIT UNION PROVIDES DRAFT AND SHARE ACCOUNTS, CONSUMER AND BUSINESS LOANS, SHARE CERTIFICATES, AND OTHER EXEMPT ACTIVITIES TO ITS MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 17841 0 305 1 1 1 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X BARBARA ALTHEIDE 8057337625 3880 CONSTELLATION ROAD LOMPOC CA 93436 WILLIAM H ANDERS CHAIRMAN 2.00 X X 2081 0 0 KRISTOPHER L ANDREWS 1ST VICE CHAIRMAN 2.00 X X 859 0 0 BERNARD E JONES SECRETARY 2.00 X X 1810 0 0 ARTHUR C SCHEITHAUR JR TREASURER 2.00 X X 4470 0 0 HUGH J RAFFERTY DIRECTOR 2.00 X 2383 0 0 DAVID M RICHARDSON DIRECTOR (RESIGNED 3/18) 2.00 X 908 0 0 R BRUCE COGGIN DIRECTOR 2.00 X 2695 0 0 KATHLEEN GRIFFITH DIRECTOR 2.00 X 1816 0 0 JEFFREY C YORK CEO/PRESIDENT (SEPARATED 2/18) 40.00 X 162495 0 15314 DALLIS E WIDICK RESIGNED 818 INTERIRM CEO/PRESIDENT 40.00 X 192000 0 3840 PAUL C COOK CEO/PRESIDENT 40.00 X 328603 0 48335 DAVID J UPHAM EVP/COO (RESIGNED 3/18) 40.00 X 133849 0 18008 MARTY L CHATHAM CHIEF FINANCIAL OFFICER 40.00 X 300130 0 45832 BRUCE A ALTHEIDE CHIEF WEALTH OFFICER 40.00 X 317902 0 38245 SCOTT D COE CHIEF COMMUNICATION OFFICER 40.00 X 199158 0 25460 JAMES LEDFORD CHIEF LENDING OFFICER 40.00 X 196062 0 42868 SUZANNE M LEEDALE CHIEF EXPERIENCE OFFICER 40.00 X 198116 0 25023 DAVID L SALM CHIEF ADMINISTRATIVE OFFICER 40.00 X 216033 0 15414 ANNE MILNE-RAMPONE CONSUMER LOAN BUSINESS DEV OFFICER 40.00 X 176808 0 24273 DEAN P LADAS VP FINANCE 40.00 X 155089 0 14416 LINDA D JARRETT OLIVAR VP INTERNAL AUDIT 40.00 X 154983 0 25183 CATHY CACHU VP COMMERCIAL LENDING EXPERIENCE 40.00 X 146593 0 20305 SCOTT T DOI VP BRANCH EXPERIENCE 40.00 X 145211 0 18983 3040054 0 381499 26 0 1 0 SPECIALTY CONSTRUCTION INC 645 CLARION COURT SAN LUIS OBISPO CA 93401 CONSTRUCTION & REMODELING OF FACILITIES 15527068 CITY OF SANTA MARIA 110 E COOK ST SANTA MARIA CA 93458 CONSTRUCTION PERMITS FOR CORPORATE FACIL 1202150 NCR CORPORATION 14181 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ATM/ITM EQUIPMENT & EQUIPMENT MAINTENANC 717663 JACK HENRY & ASSOCIATES PO BOX 609 MONETT MO 65708 ERP AND CORE PROCESSING SYSTEM SOFTWARE 705088 DIGITAL WEST 3620 SACRAMENTO DRIVE 102 SAN LUIS OBISPO CA 93401 DATA CENTER HOSTING & CONNECTIVITY 693471 35 INTEREST ON LOANS TO MEMBERS 522100 43343379 43343379 INTERCHANGE INCOME 522100 5638207 5638207 FEES AND CHARGES 522100 3865588 3705584 160004 COURTESY PAY PROGRAM FEES 522100 2817643 2817643 WEALTH MANAGEMENT INCOME 522100 1140084 1140084 56804901 1333579 1333579 126183 2775 123408 123408 123408 NONINTEREST INCOME 522100 3318897 3184569 134328 3318897 61580785 59829466 294332 1456987 73436 45718 6805922 2539706 12490190 723042 3722405 1128754 613042 292255 1887129 1074843 3667802 2355357 420298 1837997 1164155 PROVISION FOR LOAN LOSS 8551962 PROCESSING EXPENSES 2351027 CREDIT CARD EXPENSES 1454360 MEMBER EXPENSES 850039 2337524 56386963 10910603 10619987 32966031 63849507 1881018 2112167 12593690 14127135 953062228 995688515 1616618 1407404 60238925 20737811 22934930 39501114 29106955 10021116 3651100 3767000 14374175 17435472 1083097348 1158529417 8290380 8680756 86500000 83500000 890028516 962842158 984818896 1055022914 X 0 0 0 0 98278452 103506503 98278452 103506503 1083097348 1158529417 5193822 34229 0 X 0 1 X 1 0 4245400 4245400 39328589 8850963 30477626 2490430 1111289 1379141 14174506 10775559 3398947 39501114 MEMBERS' SHARE AND SAVINGS ACCOUNTS 961954235 DEFERRED COMPENSATION LIABILITY 887923 962842158 X 61581058 0 61581058 -273 -273 61580785 56387236 273 273 56386963 0 56386963 PART X, LINE 2: THE CREDIT UNION EVALUATED ITS TAX POSITIONS AND DETERMINED NO UNCERTAIN POSITIONS EXIST AS OF DECEMBER 31, 2018 AND 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS INCLUDED IN EXPENSES AND MOVED TO REVENUE -273. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS INCLUDED IN EXPENSES AND MOVED TO REVENUE 273. 1 ELKS RECREATION INC 1309 N BRADLEY RD SANTA MARIA CA 93454 952485566 501(C)4 8000 EVENT SPONSORSHIP CHILDREN'S MIRACLE NETWORK HOSPITALS 205 WEST 700 SOUTH SALT LAKE CITY UT 84101 870387205 501(C)3 18500 GENERAL SUPPORT COASTHILLS COMMUNITY FOUNDATION 3880 CONSTELLATION RD LOMPOC CA 93436 421676256 501(C)3 28936 $28,500 IS PASSED THROUGH TO THE LOMPOC VALLEY COMMUNITY HEALTHCARE ORGANIZATION FOR THE CONSTRUCTION OF A NEW COMMUNITY ATHLETIC FIELD; THE REMAINING IS FOR GENERAL SUPPORT CUESTA COLLEGE FOUNDATION PO BOX 8106 SAN LUIS OBISPO CA 93403 237225601 501(C)3 7500 GENERAL SUPPORT AND SCHOLARSHIPS THE FOUNDATION FOR SANTA BARBARA CITY COLLEGE 721 CLIFF DRIVE SANTA BARBARA CA 93109 953234551 501(C)3 5500 SCHOLARSHIPS 4 1 SCHOLARSHIPS 18 45500 GENERAL ASSISTANCE 1 218 PART I, LINE 2: COASTHILLS VERIFIES THE STATUS OF THE ORGANIZATION AS A REGISTERED 501(C)(3) OR OTHER TAX EXEMPT ORGANIZATION. OTHERWISE, WE IN GOOD FAITH ASSUME THAT THE ORGANIZATION IS USING THE FUNDS AS IT SAID IT WOULD, WHETHER IN ITS SPECIFIC REQUEST TO THE CREDIT UNION OR OTHER PUBLIC STATEMENTS. ASSISTANCE TO INDIVIDUALS IS OUR GOLD STANDARD SCHOLARSHIP PROGRAM. THE CREDIT UNION AWARDS 2 SCHOLARSHIPS OF $2,500 EACH TO ACCREDITED COMMUNITY COLLEGES LOCATED WITHIN OUR FIVE COUNTY FIELD OF MEMBERSHIP. THE COLLEGES THEN ISSUE CHECKS TO THE STUDENTS WHO ARE SELECTED AS RECIPIENTS. THE STUDENTS ARE FREE TO USE THE FUNDS AS NECESSARY FOR EXPENSES. THE CREDIT UNION IS ALLOWED TO REVIEW ALL APPLICATION FROM RECIPIENTS AND WITH SOME SCHOOLS, BUT NOT ALL, IS ALLOWED TO SELECT THE RECIPIENTS. X X X 1 1 X X X X 0 1 0 JEFFREY C YORK CEO/PRESIDENT (SEPARATED 2/18) 101769 0 0 0 60726 0 9400 0 5914 0 177809 0 0 0 DALLIS E WIDICK RESIGNED 818 INTERIRM CEO/PRESIDENT 190800 0 0 0 1200 0 3840 0 0 0 195840 0 0 0 PAUL C COOK CEO/PRESIDENT 298152 0 22741 0 7710 0 22027 0 26308 0 376938 0 0 0 DAVID J UPHAM EVP/COO (RESIGNED 3/18) 58974 0 25416 0 49459 0 14636 0 3372 0 151857 0 0 0 MARTY L CHATHAM CHIEF FINANCIAL OFFICER 258885 0 24133 0 17112 0 22174 0 23658 0 345962 0 0 0 BRUCE A ALTHEIDE CHIEF WEALTH OFFICER 31151 0 15000 0 271751 0 24756 0 13489 0 356147 0 0 0 SCOTT D COE CHIEF COMMUNICATION OFFICER 169363 0 17494 0 12301 0 17653 0 7807 0 224618 0 0 0 JAMES LEDFORD CHIEF LENDING OFFICER 179161 0 15288 0 1613 0 18210 0 24658 0 238930 0 0 0 SUZANNE M LEEDALE CHIEF EXPERIENCE OFFICER 183278 0 14004 0 834 0 17977 0 7046 0 223139 0 0 0 DAVID L SALM CHIEF ADMINISTRATIVE OFFICER 183783 0 13613 0 18637 0 13323 0 2091 0 231447 0 0 0 ANNE MILNE-RAMPONE CONSUMER LOAN BUSINESS DEV OFFICER 22832 0 0 0 153976 0 8118 0 16155 0 201081 0 0 0 DEAN P LADAS VP FINANCE 141951 0 12882 0 256 0 6957 0 7459 0 169505 0 0 0 LINDA D JARRETT OLIVAR VP INTERNAL AUDIT 136405 0 13792 0 4786 0 11694 0 13489 0 180166 0 0 0 CATHY CACHU VP COMMERCIAL LENDING EXPERIENCE 128365 0 14428 0 3800 0 4150 0 16155 0 166898 0 0 0 SCOTT T DOI VP BRANCH EXPERIENCE 132949 0 11731 0 531 0 11126 0 7857 0 164194 0 0 0 PART I, LINE 4B SPLIT DOLLAR LIFE INSURANCE: THE CREDIT UNION HAS MADE LOANS FOR LIFE INSURANCE PREMIUM PAYMENTS TO CURRENT AND FORMER MEMBERS OF TOP MANAGEMENT. THE LOANS ARE COLLATERALIZED BY THE ASSIGNMENT OF THE POLICY DEATH BENEFITS AND CASH VALUES OF EACH RESPECTIVE LIFE INSURANCE POLICY. THE POLICIES ARE OWNED BY THE CURRENT AND FORMER EXECUTIVES AND THEY HAVE THE RIGHT TO NAME THE BENEFICIARIES FOR AMOUNTS NOT SECURED BY THE ASSIGNMENTS. ONE OF THE LOAN ARRANGEMENTS TO A FORMER EXECUTIVE INCLUDES A RECOURSE PROVISION WHEREBY THE CREDIT UNION HAS THE INTENT AND ABILITY TO SEEK COLLECTION OUTSIDE THE LIFE INSURANCE POLICY IF THE EXECUTIVE'S EMPLOYMENT WERE TO BE TERMINATED WITH OR WITHOUT CAUSE. THE REMAINING LOANS ARE CONSIDERED NON-RECOURSE. BRUCE ALTHEIDE KEY EMPLOYEE MORTGAGE X 49500 44500 0 0 1 MARTY CHATHAM OFFICER CASD X 497000 497000 0 1 1 MARTY CHATHAM OFFICER SECOND MORTGAGE X 52500 42328 0 0 1 MARTY CHATHAM OFFICER CREDIT CARD X 25000 22932 0 0 1 MARTY CHATHAM OFFICER MORTGAGE X 420000 387795 0 0 1 SCOTT COE KEY EMPLOYEE HELOC X 94281 80041 0 0 1 SCOTT COE KEY EMPLOYEE CREDIT CARD X 35000 5466 0 0 1 SCOTT COE KEY EMPLOYEE MORTGAGE X 240000 145182 0 0 1 DAVID UPHAM OFFICER HELOC X 47692 6081 0 0 1 DAVID UPHAM OFFICER AUTO LOAN X 47902 34829 0 1 1 DAVID UPHAM OFFICER MORTGAGE X 396500 372314 0 0 1 DAVID UPHAM OFFICER MORTGAGE X 240000 182905 0 0 1 JEFFREY YORK OFFICER HELOC X 122500 75918 0 1 1 JEFFREY YORK OFFICER CREDIT CARD X 33000 13445 0 1 1 JEFFREY YORK OFFICER MORTGAGE X 980000 898114 0 1 1 JEFFREY YORK OFFICER MORTGAGE X 678150 512089 0 1 1 JEFFREY YORK OFFICER CASD X 6944343 6944343 0 1 1 LINDA J JARRETT-OLIVAR HIGHEST COMPENSATED EMPLOYEE MORTGAGE X 438000 398361 0 0 1 LINDA J JARRETT-OLIVAR HIGHEST COMPENSATED EMPLOYEE MORTGAGE X 112000 87372 0 0 1 SUZANNE M LEEDALE KEY EMPLOYEE 1ST MORTGAGE X 383000 311289 0 0 1 PAUL C COOK OFFICER AUTO LOAN X 15000 4872 0 0 1 PAUL C COOK OFFICER 1ST MORTGAGE X 508000 479419 0 0 1 DAVID UPHAM OFFICER CASD X 310923 310923 0 1 1 PAUL C COOK OFFICER CASD X 202000 202000 0 1 1 SCOTT COE KEY EMPLOYEE CASD X 316000 316000 0 1 1 JAMES LEDFORD KEY EMPLOYEE AUTO LOAN X 25128 13197 0 0 1 JAMES LEDFORD KEY EMPLOYEE CREDIT CARD X 30000 23806 0 0 1 ANNE MILNE-RAMPONE HIGHEST COMPENSATED EMPLOYEE CREDIT CARD X 18500 1802 0 0 1 ANNE MILNE-RAMPONE HIGHEST COMPENSATED EMPLOYEE MORTGAGE X 500000 490674 0 0 1 JEFFREY YORK OFFICER HELOC X 45894 45233 0 1 1 DALLIS E WIDICK OFFICER CREDIT CARD X 29000 245 0 0 1 DALLIS E WIDICK OFFICER MORTGAGE X 468000 341250 0 0 1 BRUCE ALTHEIDE KEY EMPLOYEE AUTO LOAN X 70223 69394 0 0 1 BRUCE ALTHEIDE KEY EMPLOYEE MORTGAGE X 396000 378120 0 0 1 JAMES LEDFORD KEY EMPLOYEE AUTO LOAN X 9500 9180 0 0 1 DAVID L SALM KEY EMPLOYEE MORTGAGE X 400000 377463 0 0 1 SCOTT DOI HIGHEST COMPENSATED EMPLOYEE CREDIT CARD X 30000 1253 0 0 1 14127135 FORM 990, PART VI, SECTION A, LINE 6 PARTICIPATION IN THIS CREDIT UNION IS LIMITED TO THOSE WHO QUALIFY FOR MEMBERSHIP AS DEFINED IN THE CREDIT UNION'S CHARTER AND BYLAWS. THIS GENERALLY CONSISTS OF INDIVIDUALS WHO LIVE, WORK, WORSHIP, OR GO TO SCHOOL WITHIN THE COUNTIES OF SANTA CRUZ, MONTEREY, SAN LUIS OBISPO, SANTA BARBARA OR VENTURA, CALIFORNIA, AS WELL AS ANY AND ALL BUSINESSES, CORPORATIONS, AND OTHER LEGAL ENTITIES LOCATED WITHIN THE COUNTIES OF SANTA CRUZ, MONTEREY, SAN LUIS OBISPO, SANTA BARBARA OR VENTURA, CALIFORNIA, WHO HAVE PETITIONED FOR MEMBERSHIP. IN ADDITION TO A REGULARLY QUALIFIED MEMBER, THE SPOUSE OF A MEMBER, THE BLOOD OR ADOPTIVE RELATIVES OF EITHER OF THEM AND THEIR SPOUSES MAY BE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL HOLDERS OF BASIC SHARES ARE ALLOWED TO VOTE IN ANNUAL ELECTION FOR MEMBERS OF THE BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B MATTERS CONCERNING THE ALLOWED NUMBER OF DIRECTORS, ABILITY OF THE MEMBERSHIP TO VOTE BY MAIL, OR DISSOLUTION OF THE CREDIT UNION REQUIRES APPROVAL BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS AVAILABLE FOR MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C LOANS TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REPORTED QUARTERLY TO THE NCUA AND AGGREGATED BY SOCIAL SECURITY NUMBER. THE CREDIT UNION VETS PROSPECTIVE BOARD AND SUPERVISORY COMMITTEE MEMBERS FOR RELATIVES WHO ARE CREDIT UNION EMPLOYEES PRIOR TO BE ALLOWED ON THE BALLOT FOR ELECTION. WE ROUTINELY MONITOR SHARE AND LOAN ACCOUNTS FOR EMPLOYEES AND VOLUNTEERS. THE PARTIES AND PRINCIPALS MENTIONED IN CONTRACTS ARE REVIEWED FOR KNOWN RELATIONSHIPS WITH THE CREDIT UNION PRIOR TO SIGNING. PER THE CREDIT UNION'S CONFLICT OF INTEREST POLICY: A. SECTION 1205 BOARD OF DIRECTORS - 1D. LIMITATIONS I. MAY NOT BE COMPENSATED AS A DIRECTOR. II. NO PERSON MAY SERVE AS A VOTING MEMBER ON THE BOARD OF DIRECTORS IF THEIR IMMEDIATE FAMILY MEMBER IS A PAID COASTHILLS EMPLOYEE. III. MAY NOT SERVE AS A MEMBER OF THE BOARD OF DIRECTORS AND SUPERVISORY COMMITTEE AT THE SAME TIME. B. SECTION 1205 LOAN OFFICERS SECTION - 7C. LIMITATIONS I. LOAN OFFICERS MAY NOT DISBURSE FUNDS FOR LOANS THEY APPROVE II. LOAN OFFICERS MAY NOT APPROVE LOANS FOR HIS/HER IMMEDIATE FAMILY OR FOR ANY INDIVIDUAL WHOSE RELATIONSHIP WITH THE LOAN OFFICER REPRESENTS A CONFLICT OF INTEREST. IMMEDIATE FAMILY IS DEFINED IN SECTION 1150. C. SECTION 1205 NOMINATING COMMITTEE - 10C. QUALIFICATIONS. ANY MEMBER 18 OR OLDER MAY SERVE AS A BOARD MEMBER OR SUPERVISORY COMMITTEE MEMBER SUBJECT TO THE APPROVAL OF COASTHILLS BONDING COMPANY. HOWEVER, NO PERSON SHALL SERVE AS A DIRECTOR, OFFICER, COMMITTEE MEMBER, OR EMPLOYEE OF THE CREDIT UNION WHO HAS BEEN CONVICTED OF ANY CRIMINAL OFFENSE INVOLVING DISHONESTY OR BREACH OF TRUST. THE NOMINATING COMMITTEE IS ALSO REQUIRED TO CONSIDER THE FOLLOWING CRITERIA FOR ELIGIBILITY TO SERVE AS A BOARD MEMBER OR SUPERVISORY COMMITTEE MEMBER. I. NO NEGATIVE SHARES II. NO DELINQUENCY III. THE MEMBER HAS NOT FILED A LAWSUIT AGAINST COASTHILLS; HAS NOT THREATENED TO FILE A LAWSUIT AGAINST COASTHILLS; OR HAS SHARED AN UNFILED LAWSUIT. IV. NO CONFLICT OF INTEREST EXISTS THAT WOULD EFFECTIVELY PREVENT THE CANDIDATE FROM EXERCISING INDEPENDENT JUDGEMENT AND ACTING IN THE BEST INTEREST OF COASTHILLS. V. NO FORMER EMPLOYEE OF COASTHILLS CREDIT UNION CAN SERVE AS A BOARD OR SUPERVISORY COMMITTEE MEMBER UNTIL 3 YEARS HAVE PASSED FROM THEIR LAST DAY OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15 COASTHILLS CREDIT UNION USES MARKET DATA BALANCECOMP ALONG WITH DATA FROM CUES TO HELP SET CEO COMPENSATION. COASTHILLS BOARD OF DIRECTORS COMMISSIONED D. HILTON ASSOCIATES TO CONDUCT A SEPARATE STUDY OF CEO COMPENSATION. AFTER DISCUSSIONS WITH BALANCECOMP AND D. HILTON ASSOCIATES, THE BOARD OF DIRECTORS MAKES A DECISION WHERE TO SET CEO COMPENSATION BASED UPON BOTH PERFORMANCE AND MARKET FACTORS. THESE DECISIONS ARE RECORDED IN THE BOARD EXECUTIVE COMMITTEE MINUTES AND CONFIRMED BY THE ENTIRE BOARD EXECUTIVE COMMITTEE. FOR OTHER OFFICERS AND KEY EMPLOYEES, COASTHILLS CREDIT UNION USES A COMPENSATION MATRIX PROVIDED BY BALANCECOMP THAT INCORPORATES MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF MONTHLY FINANCIAL STATEMENTS ARE KEPT IN EACH OF OUR 11 BRANCH LOCATIONS AND ARE AVAILABLE ON REQUEST. COASTHILLS WEALTH MANAGEMENT LLC 3880 CONSTELLATION ROAD LOMPOC CA 93436 861097244 MANAGEMENT OF MEMBER INVESTMENT ACCOUNTS CA 0 572 COASTHILLS CREDIT UNION