AUMdb

Credit Unions In The State Of California

EIN 941521987 · 501(c)(14) · Public charity · San Jose, CA · recognized 2014

Assets
$2.1B
Revenue
$110M
Expenses
$105M
Investment income
$15.4M

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
Jack Henry It services $1,508,322
Digital First Holdings Llc It services $930,169
Elkins Retail Adverstising Inc Adverstising services $745,437
Cardtronics Usa Inc It services $402,772
Fgs Facilities Group Janitorial services $372,021

Officers & directors

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

Name Title Compensation Other
Lisa Marie Pesta President/ceo $607,283 $30,371
Brian Hennessey Svp, chief financial officer $453,159 $51,305
Chad Maze Svp, chief operating officer $394,390 $49,925
Omar Maslic Financial advisor $314,331 $16,142
Lina Esther Hess Vp, chief technology officer $308,353 $50,138
Keith France Senior financial advisor $306,393 $24,594
Jihong Huang Vp, chief treasury officer $293,123 $33,820
Andrew Nguyen Financial advisor $274,007 $31,211
Gennady Fichtenholz Vp, digital strategy and engagement $251,720 $34,420
Melissa A Cleborne Vp, chief human resources officer $251,621 $27,735
Ernesto Segovia Vp, network operations and security $249,676 $26,663
Cynthia Delacerda Watson Vp, chief risk & operations officer $242,483 $37,229
Martina Valentine President, meriwest mortgage $230,607 $44,401
Ian K Foo Vp, chief retail officer $228,395 $31,720
Jean Christopher Labeau Avp information technology development $222,948 $12,765
John Kwan Avp assistant controller $209,083 $32,220
Brandi Hoffman Ooka Vp, consumer & fintech lending $183,018 $7,972
Jason Laker Supv cmte member $0 $0
Taylor Lee Supv cmte member $0 $0
Philip Fluegemann Supv cmte chairperson $0 $0
Jim Hicks Board member $0 $0
Stan Chapman Board member $0 $0
Steve Goveia Board member $0 $0
Edwin Mach Board member $0 $0
Udey Chaudhry Board member $0 $0
Rosario Monge Secretary $0 $0
Harsha Vyas Treasurer $0 $0
Scott Timpe Vice chairman $0 $0
Drarthur L Jue Chairperson $0 $0