AUMdb

Patelco Credit Union

EIN 940755684 · 501(c)(14) · Public charity · Dublin, CA · recognized 1961

Assets
$9.4B
Revenue
$528M
Expenses
$521M
Investment income
$133M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Allied Universal Security Services Security services $1,184,280
Mortgage Cadence Llc Mortgage services $656,000
Plante & Morgan Pllc Accounting services $476,190
Heartland Valuation Service Llc Appraisal services $475,715
The Facilities Group National Llc Facility services $468,275

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Erin Mendez President/ceo/director $1,570,994 $306,983
Emmanuel Pablo Finanical advisor iii $1,518,446 $55,291
Yen Pham External home loan consultant $1,004,618 $35,703
Rolland Jurgens Chief financial officer $624,194 $55,291
Mitsuho Wada Chief lending officer $610,765 $341,393
Melissa Morgan Chief retail officer $587,891 $379,378
Kalyan Majmundar Chief technology officer $576,334 $50,881
Angela Jeffers Svp, general counsel $573,289 $36,168
Susan Makris Chief people officer $533,536 $388,438
David Fong Svp, internal audit (ended 12/2024) $532,232 $51,866
Maninder Johal External home loan consultant $531,312 $26,530
Aju Asar Svp, strategy and planning $448,050 $48,610
Ameet Seth Svp, delivery $433,526 $51,843
Armand Abhari Svp, operations $348,236 $39,974
Jesse Rivera Chairperson/director $0 $0
Vickie Rath Treasurer/director $0 $0
Tracey Scott Secretary/director $0 $0
Robert Mccormish Director $0 $0
Race Chen Director (ended 5/1/24) $0 $0
Peter Hanelt Director $0 $0
Colleen Cabey Director $0 $0
Manuel Arens Director (as of 5/1/24) $0 $0
Debbie Chaw 2nd vice chair/director $0 $0
Jeffrey Parks Director $0 $0
Garick Zillgitt 1st vice chair/director $0 $0