Civic Intelligence

San Joaquin Power Employees Credit Union

EIN 94-0837475 • 501(c)14 • Fresno, CA

View Organization Page

Profile

To assist employees and retirees of Pacific Gas and Electric in bettering their personal and financial lives by providing them access to financial products at industry leading rates and terms.

1080 W Shaw Ave Suite 109Fresno, CA 93711

www.sjpecu.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.85x

Higher debt load relative to assets than 18% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

19.36x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

25th percentile

5.8%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

51st percentile

$236,341

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

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

Asset Growth

34th percentile

1.2%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

85th percentile

23%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$171,107,970

Up $16,096,736 (+10%) from 2022

Liabilities

Up

$146,110,239

Up $16,046,943 (+12%) from 2022

Net Assets

Up

$24,997,731

Up $49,793 (+0.2%) from 2022

Operations
Liabilities / Revenue88th percentileNet Margin25th percentile

Revenue

Up

$6,186,394

Up $2,054,614 (+50%) from 2022

Expenses

Up

$6,136,601

Up $1,506,737 (+33%) from 2022

Net Income

Up

$49,793

Up $547,877 (+110%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$200M$150M$100M$50M$0Assets 2010: $118,592,046Liabilities 2010: $99,092,222Net Assets 2010: $19,499,8242010Assets 2011: $120,190,070Liabilities 2011: $100,409,691Net Assets 2011: $19,780,3792011Assets 2012: $123,024,157Liabilities 2012: $102,901,814Net Assets 2012: $20,122,3432012Assets 2013: $126,075,451Liabilities 2013: $105,523,855Net Assets 2013: $20,551,5962013Assets 2014: $128,301,612Liabilities 2014: $107,109,800Net Assets 2014: $21,191,8122014Assets 2015: $131,826,071Liabilities 2015: $110,169,036Net Assets 2015: $21,657,0352015Assets 2016: $135,853,894Liabilities 2016: $113,706,116Net Assets 2016: $22,147,7782016Assets 2017: $138,847,540Liabilities 2017: $116,219,383Net Assets 2017: $22,628,1572017Assets 2018: $141,843,747Liabilities 2018: $118,687,948Net Assets 2018: $23,155,7992018Assets 2019: $143,656,859Liabilities 2019: $119,841,891Net Assets 2019: $23,814,9682019Assets 2020: $147,783,767Liabilities 2020: $122,880,532Net Assets 2020: $24,903,2352020Assets 2021: $152,500,081Liabilities 2021: $127,054,059Net Assets 2021: $25,446,0222021Assets 2022: $155,011,234Liabilities 2022: $130,063,296Net Assets 2022: $24,947,9382022Assets 2023: $171,107,970Liabilities 2023: $146,110,239Net Assets 2023: $24,997,7312023

Highlighted filing

2023

Assets$171,107,970
Liabilities$146,110,239
Net Assets$24,997,731
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,337,9972010Revenue 2011: $4,981,493Expenses 2011: $4,700,938Net Income 2011: $280,5552011Expenses 2012: $4,174,3212012Revenue 2013: $3,909,765Expenses 2013: $3,480,512Net Income 2013: $429,2532013Revenue 2014: $3,940,494Expenses 2014: $3,300,278Net Income 2014: $640,2162014Revenue 2015: $3,878,369Expenses 2015: $3,413,146Net Income 2015: $465,2232015Revenue 2016: $3,885,474Expenses 2016: $3,394,731Net Income 2016: $490,7432016Revenue 2017: $4,082,451Expenses 2017: $3,602,072Net Income 2017: $480,3792017Revenue 2018: $4,500,053Expenses 2018: $3,972,411Net Income 2018: $527,6422018Revenue 2019: $4,735,066Expenses 2019: $4,075,897Net Income 2019: $659,1692019Revenue 2020: $4,391,395Expenses 2020: $3,303,128Net Income 2020: $1,088,2672020Revenue 2021: $3,828,443Expenses 2021: $3,285,656Net Income 2021: $542,7872021Revenue 2022: $4,131,780Expenses 2022: $4,629,864Net Income 2022: -$498,0842022Revenue 2023: $6,186,394Expenses 2023: $6,136,601Net Income 2023: $49,7932023

Highlighted filing

2023

Revenue$6,186,394
Expenses$6,136,601
Net Income$49,793
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$171,107,970
Liabilities
$146,110,239
Net assets
$24,997,731
Revenue
$6,186,394
Expenses
$6,136,601
Net income
$49,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$171$146$25.0$6.19$6.14$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$155$130$24.9$4.13$4.63$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$153$127$25.4$3.83$3.29$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$123$24.9$4.39$3.30$1.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$144$120$23.8$4.74$4.08$0.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$119$23.2$4.50$3.97$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$116$22.6$4.08$3.60$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$114$22.1$3.89$3.39$0.49
2015Summary only. Only limited summary data is available for this year.$132$110$21.7$3.88$3.41$0.47
2014Detailed filing. Detailed filing data is available for this year.$128$107$21.2$3.94$3.30$0.64
2013Detailed filing. Detailed filing data is available for this year.$126$106$20.6$3.91$3.48$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$123$103$20.1$4.17
2011Summary only. Only limited summary data is available for this year.$120$100$19.8$4.98$4.70$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$119$99.1$19.5$5.34
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.0
Gross Receipts
$4,735,066
Mission and Program Overview

Mission

To assist employees and retirees of Pacific Gas and Electric in bettering their personal and financial lives by providing them access to financial products at industry leading rates and terms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$96,389,492$99,001,206▲ $2,611,714
Investments Program Related$29,390,035$26,369,015▼ $3,021,020
Savings and Temporary Cash Investments$7,804,822$8,021,817▲ $216,995
Cash and Non-Interest-Bearing Accounts$785,701$2,615,645▲ $1,829,944
Receivables From Officers Etc$1,922,200$2,115,350▲ $193,150
Land, Buildings, and Equipment, Net$1,798,271$1,780,563▼ $17,708
Prepaid Expenses and Deferred Charges$126,380$102,638▼ $23,742
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Investments Other Securities$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$141,843,747$143,656,859▲ $1,813,112
Other Assets Total$3,626,846$3,650,625▲ $23,779
Liabilities
Other Liabilities$116,004,450$117,071,720▲ $1,067,270
Accounts Payable and Accrued Expenses$2,683,498$2,770,171▲ $86,673
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$118,687,948$119,841,891▲ $1,153,943
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,155,799$23,814,968▲ $659,169
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$23,155,799$23,814,968▲ $659,169
Total Liabilities and Net Assets / Fund Balance$141,843,747$143,656,859▲ $1,813,112

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$26,369,015--
Buildings$1,384,729$777,118$0
Other Land Buildings$3,427$130,161$0
Land$347,221-$0
Equipment$15,654$63,817$0
Leasehold Improvements$29,532$8,555$0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marc BradfordCFOFT$127,776$48,814$176,590
Annette RobbinsCEOFT$135,452-$135,452

Board Members and Trustees

NameTitle
Glen RoundsChairman
Greg ParkerVice Chairman
Alan GotoDirector
Anivea BeshearsDirector
Jeff AdolphDirector
Pheng LyDirector
Shannon Koontz-MonizDirector
Sue RegaladoSecretary
David SilerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,957,879
Investment Income
$758,355
Other Revenue
$18,832
Change in Net Assets
$659,169

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,735,066
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$4,735,066
Total Revenue per Form 990
$4,735,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,048,298
Salaries, Compensation, and Employee Benefits$1,027,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$2,556,575
Other Salaries and Wages---$374,336
Current Officers, Directors, Trustees, and Key Employees---$299,369
Other Employee Benefits---$204,082
Pension Plan Contributions---$98,950
Information Technology---$78,947
Occupancy---$69,180
Depreciation Depletion---$64,392
Office Expenses---$54,374
Payroll Taxes---$50,862
All Other Expenses---$30,693
Fees for Services Accounting---$21,000
Insurance---$20,249
Fees for Services Other---$18,871
Fees for Services Legal---$15,424
Conferences and Meetings---$11,671
Advertising---$8,834
Fees for Services Management---$3,462
Travel---$739
Total Functional Expenses$0$0$0$4,075,897

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,075,897
Total Expenses per Audited Statements$4,075,897
Total Expenses per Form 990$4,075,897
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$1,922,200$2,115,350▲ $193,150
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$117,061,474
Unclaimed Funds$10,246
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is a state chartered credit union and has members.”

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

“All members of the credit union are allowed to vote for a specific individual or submit a proxy vote whenever board elections present themselves.”

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

“The Form 990 is presented to the CEO and/or COO prior to being filed.”

Form 990, Part VI, Section B, Line 12C

“An annual Supervisory Committee Audit is performed by an Independent CPA firm to make sure the credit union is in compliance.”

Form 990, Part VI, Section B, Line 15

“All compensation and annual increases for the CEO and top management employees of the credit union are determined and approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies, and financial statements are made available to the public throughout the year. They are located at the home office and available online at NCUA.gov.”

Filing and Contact Details

Filer

Filer Name
San Joaquin Power Employees Credit Union
EIN
94-0837475
Phone
5592305080
Address
1080 W Shaw Ave Suite 109, Fresno, CA 93711

Signing Officer

Name
Marc Bradford
Title
CEO
Phone
5592305087
Signed
2020-05-08

Organization Details

Principal Officer
Marc Bradford
Formed
1934
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
14
Raw XML AppendixShowing 400 of 765 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm7Glen Rounds
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
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