CREDIT UNIONS IN THE STATE OF CALIFORNIA: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNIONS IN THE STATE OF CALIFORNIA (EIN 94-1244186)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349318508
- Schema version
- 2017v2.3
- 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 | 2018-11-15T17:53:19-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E THOMAS RD STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941244186 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDWOOD CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REDW | BusinessNameControlTxt |
| Phone | 8004797928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 CLEVELAND AVE NO 100 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD FELDER | PersonNm |
| Person Title | CHIEF FINANCIAL & RISK OFFICER | PersonTitleTxt |
| Phone | 8004797928 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY C GREEN | PreparerPersonNm |
| PTIN | P00447183 | PTIN |
| Phone | 6022662248 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 14:33:12 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 42FD340E35B8AB0C7E9E3023DB81956AB5EFDD02 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22B95CEE0D9897181ECB15AC345961CB2AA02439 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRETT MARTINEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 CLEVELAND AVE NO 100 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $177,298,758 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.REDWOODCU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE FINANCIAL PRODUCTS AND SERVICES TO MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 643 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $202,648 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$127,553 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $147,938,259 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $164,058,596 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$19,140 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,855,561 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $147,919,119 | PYTotalRevenueAmt |
| CY Total Revenue | $176,914,157 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $5,459,738 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $7,700,148 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,075,079 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $42,426,015 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $46,164,692 | PYOtherExpensesAmt |
| CY Other Expenses | $59,156,632 | CYOtherExpensesAmt |
| PY Total Expenses | $90,699,509 | PYTotalExpensesAmt |
| CY Total Expenses | $109,282,795 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $57,219,610 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $67,631,362 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,276,496,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,030,135,754 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,890,284,774 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,576,316,744 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $386,211,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $453,819,010 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PASSIONATELY SERVING THE BEST INTERESTS OF OUR MEMBERS, EMPLOYEES, AND COMMUNITIES. SERVING ALL OF OUR MEMBERS FINANCIAL SERVICE NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | REDWOOD CREDIT UNION IS ENGAGED IN PROVIDING LOW COST FINANCIAL SERVICES TO OUR MEMBER-OWNERS AS A COOPERATIVE ORGANIZATION. | Desc |
| 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45358 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 643 | 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 |
| 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 | 0 | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL GAY CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004797928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 CLEVELAND AVE SUITE 100 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BOB STEELE | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM OLMSTED | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE WATTS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA WITTKE SCHAFFNER | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVE IMOTO | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROD DOLE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG MCGUIRK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB WIECK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT EYLER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRETT MARTINEZ | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $1,589,387 | $0 | $254,451 | |||
| ALISA HEATH | ||||||||
| CHIEF FINANCIAL & RISK OFFICER | 40.00 | Yes (X) | $281,289 | $0 | $20,269 | |||
| ROBIN MCKENZIE | ||||||||
| SVP MARKETING & COMMUNICATIONS | 40.00 | $302,160 | $0 | $93,928 | Yes (X) | |||
| ANTHONY E HILDESHEIM | ||||||||
| SVP CIO | 40.00 | $299,515 | $0 | $91,671 | Yes (X) | |||
| CYNTHIA NEGRI | ||||||||
| EVP COO | 40.00 | $460,396 | $0 | $147,428 | Yes (X) | |||
| KRISTINA DERKOS | ||||||||
| SVP PEOPLE | 40.00 | $293,890 | $0 | $106,214 | Yes (X) | |||
| ANDY RAMOS | ||||||||
| SVP MEMBER EXPERIENCE | 40.00 | $244,963 | $0 | $86,635 | Yes (X) | |||
| MISHEL KAUFMAN | ||||||||
| SVP RISK MANAGEMENT | 40.00 | $227,115 | $0 | $71,277 | Yes (X) | |||
| TODD N LINDEMANN | ||||||||
| SVP PAYMENTS | 40.00 | $311,066 | $0 | $47,658 | Yes (X) | |||
| RONALD FELDER | ||||||||
| EVP CLO | 40.00 | $335,853 | $0 | $98,714 | Yes (X) | |||
| THOMAS HUBERT | ||||||||
| WEALTH MANAGEMENT PROGRAM DIRECTOR | 40.00 | $253,104 | $0 | $61,911 | Yes (X) | |||
| DIANNA BERTHINIER | ||||||||
| SVP LENDING | 40.00 | $245,267 | $0 | $29,583 | Yes (X) | |||
| MICHAEL DEFAZIO | ||||||||
| FINANCIAL ADVISOR | 40.00 | $470,049 | $0 | $9,579 | Yes (X) | |||
| CHRISTINE FOSTER | ||||||||
| FINANCIAL ADVISOR | 40.00 | $259,492 | $0 | $13,602 | Yes (X) | |||
| SCOTT DYKSTRA | ||||||||
| SENIOR SBA COMMERCIAL LOAN | 40.00 | $359,410 | $0 | $14,135 | Yes (X) | |||
| JULIE NIX | ||||||||
| FINANCIAL ADVISOR | 40.00 | $254,129 | $0 | $11,952 | Yes (X) | |||
| THERESA MITCHELL | ||||||||
| EXTERNAL MORTGAGE LOAN OFFICER | 40.00 | $297,055 | $0 | $21,059 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,484,140 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,180,066 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 95 | 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 |
|---|---|---|---|---|---|
| WESTERN BUILDERS | |||||
| 1400 N DUTTON AVE SUITE 7 | SANTA ROSA | CA | 95401 | GENERAL CONTRACTORS | $4,770,027 |
| PSCU | |||||
| 560 CARILLON PKWY | ST PETERSBURG | FL | 33716 | CREDIT CARD PROCESSOR | $2,339,899 |
| INFOIMAGE INC | |||||
| 141 JEFFERSON DR | MENLO PARK | CA | 94025 | STATEMENTS PROVIDER | $1,852,874 |
| JACK HENRY & ASSOCIATES | |||||
| PO BOX 609 | MONETT | MO | 65708 | CORE SYSTEM PROVIDER | $950,232 |
| TROPE GROUP | |||||
| 2305 CIRCADIAN WAY | SANTA ROSA | CA | 95407 | WORK SPACE SOLUTIONS AND FURNITURE | $682,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 69 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON LOANS TO MEMBERS | 522100 | $114,446,020 | $114,446,020 | |
| INTERCHANGE INCOME | 522100 | $21,103,201 | $21,103,201 | |
| SERVICE CHARGES AND FEES | 522100 | $17,152,782 | $16,950,134 | $202,648 |
| COMMISSION INCOME FROM INVESTMENT | 522100 | $3,443,505 | $3,443,505 | |
| OTHER NON-INTEREST INCOME | 522100 | $2,990,144 | $2,990,144 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,922,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,922,944 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $164,058,596 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,270,240 | TotalRevenueColumnAmt |
| Exclusion | $12,270,240 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $804,631 | SecuritiesAmt |
| Other | $165,291 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $333,546 | SecuritiesAmt |
| Other | $51,055 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $471,085 | SecuritiesAmt |
| Other | $114,236 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $585,321 | TotalRevenueColumnAmt |
| Exclusion | $585,321 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,914,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $163,855,948 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $202,648 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,855,561 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,700,148 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,953,744 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,228,165 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,273,784 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,210,655 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,759,667 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,569 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,750 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,755,738 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,789,745 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,566,392 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,965,865 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,147,244 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,028,247 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,299,880 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOAN SERVICING | $13,360,894 |
| CREDIT FOR LOAN LOSSES | $11,075,810 |
| LOSSES AND FRAUD | $2,357,434 |
| MISCELLANEOUS EXPENSES | $1,589,331 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,733 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,282,795 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,258,547 | BOYAmt |
| EOY | $896,128,064 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,815,080 | BOYAmt |
| EOY | $16,064,792 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469,732,939 | BOYAmt |
| EOY | $2,948,681,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,130,316 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,804,539 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,040,856 | BOYAmt |
| EOY | $49,325,777 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,345,185 | BOYAmt |
| EOY | $20,706,207 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,303,431 | BOYAmt |
| EOY | $99,229,424 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276,496,038 | BOYAmt |
| EOY | $4,030,135,754 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,837,562 | BOYAmt |
| EOY | $23,087,608 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,867,447,212 | BOYAmt |
| EOY | $3,553,229,136 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,890,284,774 | BOYAmt |
| EOY | $3,576,316,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $386,211,264 | BOYAmt |
| EOY | $453,819,010 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,211,264 | BOYAmt |
| EOY | $453,819,010 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,276,496,038 | BOYAmt |
| EOY | $4,030,135,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $67,631,362 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$23,616 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $37,000 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $37,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $37,000 | 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 |
|---|---|---|---|---|---|
| BILL DODD FOR SENATE 2020 | |||||
| 1127 11TH ST STE 606 | SACRAMENTO | CA | 95814 | 814405702 | $3,000 |
| CA CREDIT UNION LEAGUE PAC | |||||
| 1201 K ST SUITE 1050 | SACRAMENTO | CA | 95814 | 942329967 | $34,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CONTRIBUTIONS TO POLITICAL ORGANIZATIONS | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,372,381 | OtherCostOrOtherBasisAmt |
| Book Value | $13,372,381 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,828,561 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,128,413 | DepreciationAmt |
| Book Value | $25,700,148 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,986,229 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,608,796 | DepreciationAmt |
| Book Value | $3,377,433 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,445,528 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,067,330 | DepreciationAmt |
| Book Value | $6,378,198 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $497,617 | OtherCostOrOtherBasisAmt |
| Book Value | $497,617 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,325,777 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERS' SHARE AND SAVINGS ACCOUNTS | Desc |
| Amt | $3,553,229,136 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,553,229,136 | 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 | THE CREDIT UNION EVALUATED THEIR TAX POSITIONS AND DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2017 AND 2016. | ExplanationTxt |
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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRETT MARTINEZ | ||||||||||||||
| PRESIDENT/CEO | $650,447 | $0 | $249,837 | $0 | $689,103 | $0 | $227,429 | $0 | $27,022 | $0 | $1,843,838 | $0 | $685,671 | $0 |
| ALISA HEATH | ||||||||||||||
| CHIEF FINANCIAL & RISK OFFICER | $254,113 | $0 | $26,000 | $0 | $1,176 | $0 | $7,149 | $0 | $13,120 | $0 | $301,558 | $0 | $0 | $0 |
| ROBIN MCKENZIE | ||||||||||||||
| SVP MARKETING & COMMUNICATIONS | $239,711 | $0 | $34,687 | $0 | $27,762 | $0 | $86,451 | $0 | $7,477 | $0 | $396,088 | $0 | $0 | $0 |
| ANTHONY E HILDESHEIM | ||||||||||||||
| SVP CIO | $240,938 | $0 | $32,999 | $0 | $25,578 | $0 | $85,707 | $0 | $5,964 | $0 | $391,186 | $0 | $0 | $0 |
| CYNTHIA NEGRI | ||||||||||||||
| EVP COO | $329,595 | $0 | $64,176 | $0 | $66,625 | $0 | $134,308 | $0 | $13,120 | $0 | $607,824 | $0 | $0 | $0 |
| KRISTINA DERKOS | ||||||||||||||
| SVP PEOPLE | $233,394 | $0 | $36,036 | $0 | $24,460 | $0 | $87,727 | $0 | $18,487 | $0 | $400,104 | $0 | $0 | $0 |
| ANDY RAMOS | ||||||||||||||
| SVP MEMBER EXPERIENCE | $202,258 | $0 | $26,068 | $0 | $16,637 | $0 | $67,628 | $0 | $19,007 | $0 | $331,598 | $0 | $0 | $0 |
| MISHEL KAUFMAN | ||||||||||||||
| SVP RISK MANAGEMENT | $202,917 | $0 | $24,172 | $0 | $26 | $0 | $55,475 | $0 | $15,802 | $0 | $298,392 | $0 | $0 | $0 |
| TODD N LINDEMANN | ||||||||||||||
| SVP PAYMENTS | $204,844 | $0 | $29,440 | $0 | $76,782 | $0 | $38,151 | $0 | $9,507 | $0 | $358,724 | $0 | $76,756 | $0 |
| RONALD FELDER | ||||||||||||||
| EVP CLO | $279,177 | $0 | $56,100 | $0 | $576 | $0 | $79,707 | $0 | $19,007 | $0 | $434,567 | $0 | $0 | $0 |
| THOMAS HUBERT | ||||||||||||||
| WEALTH MANAGEMENT PROGRAM DIRECTOR | $219,519 | $0 | $33,508 | $0 | $77 | $0 | $43,424 | $0 | $18,487 | $0 | $315,015 | $0 | $0 | $0 |
| DIANNA BERTHINIER | ||||||||||||||
| SVP LENDING | $214,803 | $0 | $30,464 | $0 | $0 | $0 | $20,866 | $0 | $8,717 | $0 | $274,850 | $0 | $0 | $0 |
| MICHAEL DEFAZIO | ||||||||||||||
| FINANCIAL ADVISOR | $47,760 | $0 | $420,489 | $0 | $1,800 | $0 | $9,579 | $0 | $0 | $0 | $479,628 | $0 | $0 | $0 |
| CHRISTINE FOSTER | ||||||||||||||
| FINANCIAL ADVISOR | $46,672 | $0 | $212,820 | $0 | $0 | $0 | $7,266 | $0 | $6,336 | $0 | $273,094 | $0 | $0 | $0 |
| SCOTT DYKSTRA | ||||||||||||||
| SENIOR SBA COMMERCIAL LOAN | $99,464 | $0 | $259,921 | $0 | $25 | $0 | $7,800 | $0 | $6,335 | $0 | $373,545 | $0 | $0 | $0 |
| JULIE NIX | ||||||||||||||
| FINANCIAL ADVISOR | $47,760 | $0 | $206,369 | $0 | $0 | $0 | $5,988 | $0 | $5,964 | $0 | $266,081 | $0 | $0 | $0 |
| THERESA MITCHELL | ||||||||||||||
| EXTERNAL MORTGAGE LOAN OFFICER | $29,108 | $0 | $267,947 | $0 | $0 | $0 | $7,950 | $0 | $13,109 | $0 | $318,114 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | ALISA HEATH - $34,288 CONTRIBUTION TO 457(F) BRETT MARTINEZ - $190,119 CONTRIBUTION TO 457(F) ANDY RAMOS - $10,485 CONTRIBUTION TO 457(F) ANTHONY HILDESHEIM - $42,268 CONTRIBUTION TO 457(F) CYNTHIA NEGRI - $83,551 CONTRIBUTION TO 457(F) DIANNA BERTHINIER - $34,664 CONTRIBUTION TO 457(F) KRISTINA DERKOS - $48,569 CONTRIBUTION TO 457(F) MISHEL KAUFMAN - $31,678 CONTRIBUTION TO 457(F) ROBIN MCKENZIE - $47,870 CONTRIBUTION TO 457(F) RONALD FELDER - $72,985 CONTRIBUTION TO 457(F) THOMAS HUBERT - $36,745 CONTRIBUTION TO 457(F) TODD NOLL LINDEMANN - $21,968 CONTRIBUTION TO 457(F) BRETT MARTINEZ - 457(F) DISTRIBUTION - $685,671 TODD NOLL LINDEMANN - 457(F) DISTRIBUTION - $76,756 | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT MARTINEZ | PersonNm |
| Relationship With Org | PRESIDENT/ CEO | RelationshipWithOrgTxt |
| Loan Purpose | TO FUND SPLIT DOLLAR PLAN INSURANCE POLICY | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $15,706,866 | OriginalPrincipalAmt |
| Balance Due | $16,064,792 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $16,064,792 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZATION IS A CREDIT UNION AND AS SUCH HAS MEMBERS THAT UTILIZE THE CREDIT UNION FOR THEIR FINANCIAL NEEDS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ORGANIZATION IS A CREDIT UNION AND THE MEMBERS ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WILL BE COMPLETED AND REVIEWED BY THE CONTROLLER, SVP ADMINISTRATIVE SERVICES, CFO, AND PRESIDENT/CEO BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | VOLUNTEERS MUST DISCLOSE TO THE BOARD OF DIRECTORS ANNUALLY ANY INVOLVEMENT WITH ORGANIZATIONS WHICH DO BUSINESS WITH THE CREDIT UNION. CREDIT UNION SENIOR MANAGEMENT SIGNS A DISCLOSURE ANNUALLY PER POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION OF THE CEO IS APPROVED BY THE BOARD OF DIRECTORS AFTER THE COMPENSATION COMMITTEE GATHERS DATA FROM OUTSIDE SOURCES AND REVIEWS SURVEY AND OTHER DATA. FOR OTHER OFFICERS AND KEY EMPLOYEES, THIRD PARTY DATA IS USED TO ADJUST THE COMPENSATION TO MARKET DATA. ALL OF THE JOBS ARE GRADED, AND IN EACH GRADE, THERE IS A FLOOR, CEILING AND MARKET. |
| FORM 990, PART VI, SECTION C, LINE 19 | QUARTERLY INCOME STATEMENTS ARE POSTED AT EACH BRANCH. ANNUAL FINANCIALS AND ANNUAL REPORT ARE AVAILABLE ON THE COMPANY'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDWOOD CREDIT UNION COMMUNITY FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 CLEVELAND AVENUE | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475084832 | EIN |
| Primary Activities | ADVANCING WELL-BEING OF THE COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDWOOD CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RCU SERVICES GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3303 CLEVELAND AVE SUITE 100 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680465274 | EIN |
| Primary Activities | INSURANCE AND AUTO SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDWOOD CREDIT UNION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $81,987 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $6,699,030 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| RCU SERVICES GROUP INC | ||
| A | $49,076 | CASH |
| RCU COMMUNITY FUND INC | ||
| B | $1,140,314 | CASH |
| RCU SERVICES GROUP INC | ||
| D | $874,000 | 12/31/17 LOAN BALANCE |
| RCU SERVICES GROUP INC | ||
| L | $209,039 | CASH |
| RCU SERVICES GROUP INC | ||
| P | $34,037 | |
| RCU SERVICES GROUP INC | ||
| Q | $3,666,924 | CASH |