This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $8,848,716 | $7,444,947 | $64,272 | $35,699,222 | $25,148,623 |
| FY2023 | 990 | $8,666,025 | $6,520,032 | $106,666 | $33,476,335 | $23,532,514 |
| FY2022 | 990 | $7,938,377 | $6,736,755 | $83,219 | $31,159,422 | $21,120,118 |
| FY2021 | 990 | $7,558,766 | $6,575,892 | $35,195 | $29,531,328 | $21,369,349 |
| FY2020 | 990 | $6,686,522 | $6,079,852 | $0 | $28,674,426 | $19,991,595 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 38% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| PARISHONERS FEDERAL CREDIT UNIONTORRANCE, CA | TO SUPPORT CREDIT UNION IN PROVIDING FINANCIAL PRODUCTS TO THEIR MEMBERS WHO ARE ASSOCIATED WITH SPECIFIC CATHOLIC PARISHES AND OTHER CATHOLIC-AFFILIATED ORGANIZATIONS IN SOUTHERN CALIFORNIA | $7,790 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Donna Bland | EXEC. DIRECTOR/CHAIR | 1.00 | $0 |
| Sara Klein | EXEC. DIRECTOR/VICE CHAIR | 1.00 | $0 |
| Rob Greaff | AT LARGE EXEC. CMTE MEMBER | 1.00 | $0 |
| Carrie Birkhofer | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| POLAM FEDERAL CREDIT UNIONLOS ANGELES, CA |
| TO ASSIST THE CREDIT UNION IN SERVING THEIR MEMBERS AND THE COMMUNITY. |
| $7,728 |
| 2023 |
| KAIPERM CREDIT UNIONWALNUT CREEK, CA | TO ASSIST THE CREDIT UNION IN PROVIDING VALUABLE FINANCIAL PRODUCTS AND SERVICES. | $7,500 | 2024 |
| RENO CITY EMPLOYEES FEDERAL CREDIT UNIONRENO, NV | TO ASSIST THE CREDIT UNION IN INVESTING IN IN THE COMMUNITY. | $7,000 | 2022 |
| CALCOM FEDERAL CREDIT UNIONLONG BEACH, CA | TO ASSIST THE CREDIT UNION IN HELPING AS MANY PEOPLE AS POSSIBLE THROUGH DONATIONS. | $7,000 | 2022 |
| EL MONTE COMMUNITY CREDIT UNIONEL MONTE, CA | TO ASSIST THE CREDIT UNION IN PROVIDING VALUABLE FINANCIAL PRODUCTS AND SERVICES. | $6,895 | 2024 |
| UPWARD CREDIT UNIONBURLINGAME, CA | TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT. | $6,895 | 2023 |
| ORGANIZED LABOR CREDIT UNIONMODESTO, CA | TO ASSIST THE CREDIT UNION IN SERVING THEIR MEMBERS AND THE COMMUNITY. | $6,719 | 2022 |
| EL MONTE COMMUNITY CREDIT UNIONEL MONTE, CA | TO HELP THE CREDIT UNION IN ITS MISSION TO HELP MEMBERS REACH THEIR FINANCIAL DREAMS. | $6,500 | 2022 |
| ORGANIZED LABOR CREDIT UNIONMODESTO, CA | TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT. | $6,500 | 2024 |
| MID CITIES CREDIT UNIONCOMPTON, CA | TO HELP THE CREDIT UNION IN ITS VISION TO EDUCATE THEIR MEMBER REACH FINANCIAL GOALS. | $6,500 | 2023 |
| EPISCOPAL COMMUNITY FEDERAL CREDIT UNIONLOS ANGELES, CA | TO ASSIST THE CREDIT UNION IN ITS MISSION TO PROVIDE MEMBERS WITH STONG FINANCIAL BASE . | $6,000 | 2023 |
| UPS EMPLOYEE FEDERAL CREDIT UNIONONTARIO, CA | TO ASSIST THE CREDIT UNION IN PROVIDING VALUABLE FINANCIAL PRODUCTS AND SERVICES. | $6,000 | 2023 |
| MID CITIES CREDIT UNIONCOMPTON, CA | TO HELP THE CREDIT UNION IN ITS VISION TO EDUCATE THEIR MEMBER REACH FINANCIAL GOALS. | $6,000 | 2024 |
| CALCOM FEDERAL CREDIT UNIONLONG BEACH, CA | TO ASSIST THE CREDIT UNION IN HELPING AS MANY PEOPLE AS POSSIBLE THROUGH DONATIONS. | $6,000 | 2023 |
| ATCHISON VILLAGE CREDIT UNIONRICHMOND, CA | TO HELP THE CREDIT UNION IN ITS MISSION TO HELP MEMBERS REACH THEIR FINANCIAL DREAMS. | $6,000 | 2023 |
| POSTCITY FINANCIAL CREDIT UNIONLONG BEACH, CA | TO HELP THE CREDIT UNION IN ITS MISSION TO PROVIDE AFFORDABLE FINANCIAL SERVICES. | $6,000 | 2022 |
| REDLANDS CITY EMPLOYEE FEDERAL CREDIT UNIONREDLANDS, CA | TO SUPPORT CREDIT UNION IN ITS MAIN PRINCIPLE 'PEOPLE HELPING PEOPLE'. | $6,000 | 2023 |
| INLAND FEDERAL CREDIT UNIONLA MESA, CA | TO HELP THE CREDIT UNION IN ITS MISSION TO HELP MEMBERS REACH THEIR FINANCIAL DREAMS. | $6,000 | 2024 |
| MATTEL FEDERAL CREDIT UNIONEL SEGUNDO, CA | TO SUPPORT THE CREDIT UNION IN MAKING A POSITIVE DIFFERENCE IN THE FINANCIAL WELL-BEING OF THEIR MEMBERS. | $6,000 | 2023 |
| SANTA BARBARA COUNTY FEDERAL CREDIT UNIONSANTA BARBARA, CA | TO HELP THE CREDIT UNION IN ITS MISSION TO HELP MEMBERS REACH THEIR FINANCIAL DREAMS. | $6,000 | 2024 |
| SMW 104 FEDERAL CREDIT UNIONLIVERMORE, CA | TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT. | $6,000 | 2024 |
| VALLEY HILLS FEDERAL CREDIT UNIONSAN BERNANDINO, CA | TO ASSIST THE CREDIT UNION IN ITS MISSION TO ENCOURAGE SAVINGS AND WISE USE OF CREDIT. | $6,000 | 2023 |
| PARISHONERS FEDERAL CREDIT UNIONTORRANCE, CA | TO SUPPORT CREDIT UNION IN PROVIDING FINANCIAL PRODUCTS TO THEIR MEMBERS WHO ARE ASSOCIATED WITH SPECIFIC CATHOLIC PARISHES AND OTHER CATHOLIC-AFFILIATED ORGANIZATIONS IN SOUTHERN CALIFORNIA | $5,862 | 2023 |
| COMUNIDAD LATINA FEDERAL CREDIT UNIONSANTA ANA, CA | TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT. | $5,814 | 2024 |
| 0.50 |
| $0 |
| Dave Gunderson | DIRECTOR | 0.50 | $0 |
| Harold Roundtree | DIRECTOR | 0.50 | $0 |
| Jenna Lampson | DIRECTOR | 0.50 | $0 |
| Jennifer Oliver | DIRECTOR | 0.50 | $0 |
| Keith Sultemeier | DIRECTOR - EX-OFFICIO | 0.50 | $0 |
| Nader Moghaddam | DIRECTOR - EX-OFFICIO | 0.50 | $0 |
| Scott Simpson | PRESIDENT/CEO | 30.00 | $644,990 |
| Diana Dykstra | FORMER PRESIDENT/CEO | 30.00 | $735,626 |
| Lawrence Palochik | EVP | 20.00 | $0 |
| Davina Law | SECRETARY/EXECUTIVE ASSISTANT | 30.00 | $115,391 |
| Robert Wilson | SVP STATE GOVERNMENT AFFAIRS | 40.00 | $300,357 |
| Stephanie Cuevas | SVP FEDERAL GOVT AFFAIRS | 40.00 | $281,005 |
| Lisa Deschaine-Quaranta | VP OF REGULATORY ADVOCACY | 40.00 | $171,717 |
| Richard Stanton | VP MEDIA RELATIONS & DATA | 32.00 | $160,620 |
| Angelica Rodriguez | POLITICAL ADVOCACY MANAGER | 40.00 | $104,333 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202422839349302157
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202302809349300800
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202213149349307051
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202122799349301287
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201942869349300709
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201832889349301793
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201713199349300731
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201613169349304906
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.