Civic Intelligence

Pacific Postal Credit Union

EIN 94-0760540 • 501(c)14 • San Jose, CA

View Organization Page

Profile

Pacific postal credit union is committed to creating a better life for our member owners by building financial partnerships and providing competitive services.

1040 Leigh AvenueSan Jose, CA 95126-4152

www.ppcu.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.85x

Higher debt load relative to assets than 15% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

16.75x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Net Margin

40th percentile

9.6%

Higher net margin than 40% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-1.3%

Faster asset growth than 24% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

13%

Faster revenue growth than 41% of similar nonprofits.

501(c)14 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$233,387,409

Down $3,116,440 (-1.3%) from 2023

Liabilities

Down

$198,698,304

Down $5,299,584 (-2.6%) from 2023

Net Assets

Up

$34,689,105

Up $2,183,144 (+6.7%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin40th percentile

Revenue

Up

$11,865,118

Up $1,348,924 (+13%) from 2023

Expenses

Up

$10,726,092

Up $1,707,969 (+19%) from 2023

Net Income

Down

$1,139,026

Down $359,045 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2010: $189,413,334Liabilities 2010: $166,338,162Net Assets 2010: $23,075,1722010Assets 2011: $187,998,630Liabilities 2011: $164,459,183Net Assets 2011: $23,539,4472011Assets 2012: $202,007,134Liabilities 2012: $174,586,313Net Assets 2012: $27,420,8212012Assets 2013: $199,835,128Liabilities 2013: $174,562,358Net Assets 2013: $25,272,7702013Assets 2014: $205,898,609Liabilities 2014: $177,898,361Net Assets 2014: $28,000,2482014Assets 2015: $214,954,140Liabilities 2015: $185,121,554Net Assets 2015: $29,832,5862015Assets 2016: $216,752,575Liabilities 2016: $186,649,863Net Assets 2016: $30,102,7122016Assets 2017: $220,943,903Liabilities 2017: $190,017,607Net Assets 2017: $30,926,2962017Assets 2018: $221,667,160Liabilities 2018: $191,772,728Net Assets 2018: $29,894,4322018Assets 2019: $224,203,026Liabilities 2019: $190,284,597Net Assets 2019: $33,918,4292019Assets 2020: $243,282,825Liabilities 2020: $207,599,372Net Assets 2020: $35,683,4532020Assets 2021: $255,571,467Liabilities 2021: $219,710,250Net Assets 2021: $35,861,2172021Assets 2022: $239,600,553Liabilities 2022: $209,790,314Net Assets 2022: $29,810,2392022Assets 2023: $236,503,849Liabilities 2023: $203,997,888Net Assets 2023: $32,505,9612023Assets 2024: $233,387,409Liabilities 2024: $198,698,304Net Assets 2024: $34,689,1052024

Highlighted filing

2024

Assets$233,387,409
Liabilities$198,698,304
Net Assets$34,689,105
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Expenses 2010: $6,842,8652010Expenses 2011: $5,964,6212011Expenses 2012: $6,586,4972012Revenue 2013: $7,768,279Expenses 2013: $6,490,942Net Income 2013: $1,277,3372013Revenue 2014: $6,768,107Expenses 2014: $5,291,951Net Income 2014: $1,476,1562014Revenue 2015: $6,754,443Expenses 2015: $5,969,878Net Income 2015: $784,5652015Revenue 2016: $7,578,820Expenses 2016: $6,551,794Net Income 2016: $1,027,0262016Revenue 2017: $8,396,976Expenses 2017: $6,720,708Net Income 2017: $1,676,2682017Revenue 2018: $9,678,325Expenses 2018: $8,007,302Net Income 2018: $1,671,0232018Revenue 2019: $10,043,628Expenses 2019: $8,881,683Net Income 2019: $1,161,9452019Revenue 2020: $7,478,389Expenses 2020: $6,608,979Net Income 2020: $869,4102020Revenue 2021: $6,861,841Expenses 2021: $6,062,035Net Income 2021: $799,8062021Revenue 2022: $7,633,896Expenses 2022: $6,796,679Net Income 2022: $837,2172022Revenue 2023: $10,516,194Expenses 2023: $9,018,123Net Income 2023: $1,498,0712023Revenue 2024: $11,865,118Expenses 2024: $10,726,092Net Income 2024: $1,139,0262024

Highlighted filing

2024

Revenue$11,865,118
Expenses$10,726,092
Net Income$1,139,026
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,387,409
Liabilities
$198,698,304
Net assets
$34,689,105
Revenue
$11,865,118
Expenses
$10,726,092
Net income
$1,139,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$233$199$34.7$11.9$10.7$1.14
2023Detailed filing. Detailed filing data is available for this year.$237$204$32.5$10.5$9.02$1.50
2022Detailed filing. Detailed filing data is available for this year.$240$210$29.8$7.63$6.80$0.84
2021Detailed filing. Detailed filing data is available for this year.$256$220$35.9$6.86$6.06$0.80
2020Detailed filing. Detailed filing data is available for this year.$243$208$35.7$7.48$6.61$0.87
2019Detailed filing. Detailed filing data is available for this year.$224$190$33.9$10.0$8.88$1.16
2018Detailed filing. Detailed filing data is available for this year.$222$192$29.9$9.68$8.01$1.67
2017Detailed filing. Detailed filing data is available for this year.$221$190$30.9$8.40$6.72$1.68
2016Detailed filing. Detailed filing data is available for this year.$217$187$30.1$7.58$6.55$1.03
2015Detailed filing. Detailed filing data is available for this year.$215$185$29.8$6.75$5.97$0.78
2014Detailed filing. Detailed filing data is available for this year.$206$178$28.0$6.77$5.29$1.48
2013Detailed filing. Detailed filing data is available for this year.$200$175$25.3$7.77$6.49$1.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$202$175$27.4$6.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$188$164$23.5$5.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$189$166$23.1$6.84
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$11,865,118
Mission and Program Overview

Mission

Pacific postal credit union is committed to creating a better life for our member owners by building financial partnerships and providing competitive services.

F3 credit union builds financial partnerships and provides competitive services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$102,691,197$107,063,991▲ $4,372,794
Investments Other Securities$108,388,314$102,088,535▼ $6,299,779
Rtn Earn Endowment Incm Other Fnds$32,505,961$34,689,105▲ $2,183,144
Cash and Non-Interest-Bearing Accounts$6,646,483$8,310,132▲ $1,663,649
Receivables From Officers Etc$3,264,779$3,448,941▲ $184,162
Accounts Receivable$1,425,043$1,530,493▲ $105,450
Prepaid Expenses and Deferred Charges$546,340$500,768▼ $45,572
Land, Buildings, and Equipment, Net$181,161$185,599▲ $4,438
Intangible Assets$37,760$0▼ $37,760
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$236,503,849$233,387,409▼ $3,116,440
Other Assets Total$13,322,772$10,258,950▼ $3,063,822
Liabilities
Other Liabilities$202,720,955$197,437,816▼ $5,283,139
Accounts Payable and Accrued Expenses$1,276,933$1,260,488▼ $16,445
Total Liabilities$203,997,888$198,698,304▼ $5,299,584
Net Assets / Fund Balance
Total Net Assets Fund Balance$32,505,961$34,689,105▲ $2,183,144
Total Liabilities and Net Assets / Fund Balance$236,503,849$233,387,409▼ $3,116,440

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$59,157$146,885$206,042
Equipment$59,425$111,951$171,376
Land$67,017-$67,017
Other Securities$93,959,784--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fardad KhosraviPresident & CEOFT$352,948$109,491$462,439
Paul LindsleyCFOFT$169,656$23,600$193,256
David ClarkVP - ItFT$148,464$23,583$172,047
Cyndee LemonVP - Operations/hrFT$137,365$25,423$162,788
Elsa PhamVP - LendingFT$135,802$25,549$161,351
Manie KohnVP - MarketingFT$126,000$17,225$143,225

Board Members and Trustees

NameTitle
Roger SomerChair
Carol CroteauVice Chair
Marie FurtadoDirector
Richard SilveriaDirector
Robert ScalettaDirector
Michael MedlinSecretary, Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
FisVisa Processing7805 HUDSON RD, Woodbury, MN 55125$410,173
FinastraData ProcessingPO BOX 535120, Atlanta, GA 30353$366,706
454Marketing5251 CALIFORNIA AVE, Irvine, CA 92617$120,000
TpxCommunications208 S AKARD ST, Dallas, TX 75202$106,455
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,145,996
Investment Income
$4,719,122
Other Revenue
$0
Change in Net Assets
$1,139,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,066,856
Salaries, Compensation, and Employee Benefits$3,659,236
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$2,372,936
Current Officers, Directors, Trustees, and Key Employees---$655,695
Information Technology---$562,078
Other Employee Benefits---$339,370
Occupancy---$338,812
Advertising---$338,111
Other Expenses---$271,223
Fees for Services Other---$261,354
All Other Expenses---$244,156
Payroll Taxes---$223,675
Insurance---$88,689
Office Expenses---$86,275
Fees for Services Accounting---$81,042
Travel---$69,865
Pension Plan Contributions---$67,560
Depreciation Depletion---$37,612
Fees for Services Lobbying---$1,500
Interest---$3
Total Functional Expenses$0$0$0$10,726,092
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$1,500
Total Exempt Function Spending$1,500

Section 527 Organizations

OrganizationLocationAmount
94-0357265Sacramento, CA$1,500
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$3,264,779$3,448,941▲ $184,162
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share Deposits$197,437,816
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The credit union updated its bylaws to reflect the name change from pacific postal credit union to f3 credit union.”

Form 990, Part VI, Section A, Line 6

“F3 credit union has members as specified in its bylaws.”

Form 990, Part VI, Section A, Line 7A

“F3 credit union members have the power to elect members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“F3 credit union members have the power to elect and remove members of the governing body.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the president/chief executive officer for accuracy before filing with the internal revenue service. The board of directors is provided a copy of the form 990 prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 15A

“The chief executive officer's compensation is evaluated by a compensation committee that evaluates the achievement of previously set annual goals and questionnaires that were approved and filed by the board of directors. F3 credit union conducts an annual survey of comparable chief executive officer salaries of similarly situated credit unions and is reviewed before the final recommendation of salary to the board of directors. This process last occurred in 2024.”

Form 990, Part VI, Section C, Line 19

“F3 credit union makes its governing documents, conflict of interest policy, and audited financial statements available to the public upon request in the same time and manner as other disclosures required under internal revenue code section 6104(d).”

Filing and Contact Details

Filer

Filer Name
F3 Credit Union
EIN
94-0760540
Phone
4082758595
Address
1040 LEIGH AVENUE, SAN JOSE, CA 95126-4152

Signing Officer

Name
Paul Lindsley
Title
Chief Financial Officer
Phone
4082758595
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fardad Khosravi
Formed
1931
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
41
Volunteers
10

Preparer

Firm
Rsm US Llp
Address
4650 EAST 53RD STREET, DAVENPORT, IA 52807-3479
Preparer
Jenifer L Chase
Phone
5638884000
Supplemental Narrative

Additional Explanations

FORM 990, PART IV, LINE 12A & PART XII, LINE 2B:

“F3 credit union's (the credit union) financial statements are audited on a separate basis by an independent accountant. However, the financial statements are audited on a fiscal year-end basis of september 30th, while the credit union's tax year-end is december 31st.”

Raw XML AppendixShowing 400 of 558 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6352948
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7169656
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8126000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9148464
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10137365
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11135802
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP - MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP - IT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP - OPERATIONS/HR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP - LENDING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01931
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011865118
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0562078
IRS990/InsuranceGrp/TotalAmt088689
IRS990/IntangibleAssetsGrp/BOYAmt037760
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt03
IRS990/InvestmentIncomeGrp/ExclusionAmt04719122
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04719122
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0108388314
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0102088535
IRS990/IRPDocumentCnt016399
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0258836
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0181161
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0185599
IRS990/LandBldgEquipCostOrOtherBssAmt0444435
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0F3 CREDIT UNION IS COMMITTED TO CREATING A BETTER LIFE FOR OUR MEMBER OWNERS BY BUILDING FINANCIAL PARTNERSHIPS AND PROVIDING COMPETITIVE SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt032505961
IRS990/NetAssetsOrFundBalancesEOYAmt034689105
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01044118
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0338812
IRS990/OfficeExpensesGrp/TotalAmt086275
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013322772
IRS990/OtherAssetsTotalGrp/EOYAmt010258950
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0339370
IRS990/OtherExpensesGrp/Desc0DIVIDENDS PAID TO MEMBE
IRS990/OtherExpensesGrp/Desc1PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc2LOAN/VISA EXPENSES
IRS990/OtherExpensesGrp/Desc3ATM EXPENSES
IRS990/OtherExpensesGrp/TotalAmt02571676
IRS990/OtherExpensesGrp/TotalAmt11761847
IRS990/OtherExpensesGrp/TotalAmt2352613
IRS990/OtherExpensesGrp/TotalAmt3271223
IRS990/OtherLiabilitiesGrp/BOYAmt0202720955
IRS990/OtherLiabilitiesGrp/EOYAmt0197437816
IRS990/OtherSalariesAndWagesGrp/TotalAmt02372936
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0102691197
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0107063991
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0223675
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt067560
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0546340
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0500768
IRS990/PrincipalOfficerNm0FARDAD KHOSRAVI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/BusinessCd4522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST FROM LOANS
IRS990/ProgramServiceRevenueGrp/Desc1FEE & CHARGES INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MASTERCARD INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc4VISA INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05859799
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1637385
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2269975
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3186892
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4156194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05859799
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1673136
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2269975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3186892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4156194
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt035751
IRS990/ProgSrvcAccomActy2Grp/Desc0F3 CREDIT UNION PROVIDES DEPOSITORY SERVICES TO ITS MEMBERS. DURING 2024, MEMBERS HAD A TOTAL OF $197 MILLION MEMBER SHARE DEPOSITS AT DECEMBER 31, 2024.
IRS990/ProgSrvcAccomActy3Grp/Desc0F3 CREDIT UNION'S CAPITAL PERCENTAGE AT DECEMBER 31, 2024 WAS 17.59%. THIS IS GREATER THAN 1.5X THE INDUSTRY REQUIREMENT.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04237695
IRS990/PYOtherExpensesAmt05466302
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06278499
IRS990/PYRevenuesLessExpensesAmt01498071
IRS990/PYSalariesCompEmpBnftPaidAmt03551821
IRS990/PYTotalExpensesAmt09018123
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010516194
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt03264779
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt03448941
IRS990/ReconcilationRevenueExpnssAmt01139026
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt032505961
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034689105
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Form1120POLFiledInd01
IRS990ScheduleC/InternalFundsContributedAmt01500
IRS990ScheduleC/PoliticalExpendituresAmt01500
IRS990ScheduleC/Section527PoliticalOrgGrp/ContributionsRcvdDlvrAmt00
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0940357265
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0CALIFORNIA CREDIT UNION LEAGUE
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt01500
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt01201 K STREET SUITE 1050
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0SACRAMENTO
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd095814
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0F3 CREDIT UNION MADE A $1,500 POLITICAL ACTION COMMITTEE CONTRIBUTION TO THE CALIFORNIA CREDIT UNION LEAGUE IN AUGUST 2024 TO SUPPORT CREDIT UNION ISSUES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt01500
IRS990ScheduleD/BuildingsGrp/BookValueAmt059157
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0146885
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0206042
IRS990ScheduleD/EquipmentGrp/BookValueAmt059425
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0111951
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0171376
IRS990ScheduleD/LandGrp/BookValueAmt067017
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt067017
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0197437816
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER SHARE DEPOSITS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04861761
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13266990
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt293959784
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DEPOSITS IN CORPORATE CREDIT UNIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PREPAID INVESTMENT PREMIUMS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AVAILABLE FOR SALE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0185599
IRS990ScheduleD/TotalBookValueSecuritiesAmt0102088535
IRS990ScheduleD/TotalLiabilityAmt0197437816
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0352948
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1169656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2148464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3137365
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4135802
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt090135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt111310
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt210496
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt39635
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt49761
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20

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