Civic Intelligence

San Mateo Credit Union

EIN 94-1231186 • 501(c)14 • Redwood City, CA

View Organization Page

Profile

To help improve the financial

350 Convention WayRedwood City, CA 94063

www.smcu.org

Siviq Scores

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

Liabilities / Assets

10th percentile

0.87x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

16.28x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Net Margin

90th percentile

20%

Higher net margin than 90% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Top Officer Pay

35th percentile

$872,583

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

$1B+ nonprofits • Source year 2024

Asset Growth

68th percentile

5.3%

Faster asset growth than 68% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

7.4%

Faster revenue growth than 12% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$1,763,442,270

Up $88,707,342 (+5.3%) from 2023

Liabilities

Up

$1,542,671,402

Up $69,166,687 (+4.7%) from 2023

Net Assets

Up

$220,770,868

Up $19,540,655 (+9.7%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin90th percentile

Revenue

Up

$94,782,581

Up $6,519,477 (+7.4%) from 2023

Expenses

Up

$75,381,520

Up $11,651,334 (+18%) from 2023

Net Income

Down

$19,401,061

Down $5,131,857 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0B$1.5B$1.0B$500M$0Assets 2011: $649,138,031Liabilities 2011: $599,919,005Net Assets 2011: $49,219,0262011Assets 2012: $712,678,350Liabilities 2012: $657,412,680Net Assets 2012: $55,265,6702012Assets 2013: $748,071,264Liabilities 2013: $689,544,292Net Assets 2013: $58,526,9722013Assets 2014: $802,760,617Liabilities 2014: $725,401,952Net Assets 2014: $77,358,6652014Assets 2015: $868,068,508Liabilities 2015: $784,089,028Net Assets 2015: $83,979,4802015Assets 2016: $936,616,252Liabilities 2016: $843,826,537Net Assets 2016: $92,789,7152016Assets 2017: $1,008,514,781Liabilities 2017: $903,963,844Net Assets 2017: $104,550,9372017Assets 2018: $1,070,921,854Liabilities 2018: $951,482,811Net Assets 2018: $119,439,0432018Assets 2019: $1,161,663,520Liabilities 2019: $1,026,456,259Net Assets 2019: $135,207,2612019Assets 2020: $1,435,484,397Liabilities 2020: $1,286,140,036Net Assets 2020: $149,344,3612020Assets 2021: $1,651,880,221Liabilities 2021: $1,488,332,991Net Assets 2021: $163,547,2302021Assets 2022: $1,661,497,926Liabilities 2022: $1,482,369,102Net Assets 2022: $179,128,8242022Assets 2023: $1,674,734,928Liabilities 2023: $1,473,504,715Net Assets 2023: $201,230,2132023Assets 2024: $1,763,442,270Liabilities 2024: $1,542,671,402Net Assets 2024: $220,770,8682024

Highlighted filing

2024

Assets$1,763,442,270
Liabilities$1,542,671,402
Net Assets$220,770,868
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$100M$50M$0Expenses 2011: $29,703,8282011Expenses 2012: $30,270,2932012Revenue 2013: $36,311,841Expenses 2013: $33,050,539Net Income 2013: $3,261,3022013Revenue 2014: $52,112,302Expenses 2014: $33,280,609Net Income 2014: $18,831,6932014Revenue 2015: $40,871,517Expenses 2015: $34,250,703Net Income 2015: $6,620,8142015Revenue 2016: $44,636,286Expenses 2016: $35,826,050Net Income 2016: $8,810,2362016Revenue 2017: $49,217,703Expenses 2017: $37,456,481Net Income 2017: $11,761,2222017Revenue 2018: $55,562,052Expenses 2018: $40,673,896Net Income 2018: $14,888,1562018Revenue 2019: $62,264,732Expenses 2019: $46,496,514Net Income 2019: $15,768,2182019Revenue 2020: $64,270,513Expenses 2020: $50,133,413Net Income 2020: $14,137,1002020Revenue 2021: $59,342,431Expenses 2021: $46,583,108Net Income 2021: $12,759,3232021Revenue 2022: $70,068,460Expenses 2022: $51,836,419Net Income 2022: $18,232,0412022Revenue 2023: $88,263,104Expenses 2023: $63,730,186Net Income 2023: $24,532,9182023Revenue 2024: $94,782,581Expenses 2024: $75,381,520Net Income 2024: $19,401,0612024

Highlighted filing

2024

Revenue$94,782,581
Expenses$75,381,520
Net Income$19,401,061
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,763,442,270
Liabilities
$1,542,671,402
Net assets
$220,770,868
Revenue
$94,782,581
Expenses
$75,381,520
Net income
$19,401,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,763$1,543$221$94.8$75.4$19.4
2023Summary only. Only limited summary data is available for this year.$1,675$1,474$201$88.3$63.7$24.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,661$1,482$179$70.1$51.8$18.2
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,652$1,488$164$59.3$46.6$12.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,435$1,286$149$64.3$50.1$14.1
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,162$1,026$135$62.3$46.5$15.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,071$951$119$55.6$40.7$14.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,009$904$105$49.2$37.5$11.8
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$937$844$92.8$44.6$35.8$8.81
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$868$784$84.0$40.9$34.3$6.62
2014Detailed filing. Detailed filing data is available for this year.$803$725$77.4$52.1$33.3$18.8
2013Detailed filing. Detailed filing data is available for this year.$748$690$58.5$36.3$33.1$3.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$713$657$55.3$30.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$649$600$49.2$29.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$94,788,604
Mission and Program Overview

Mission

To help improve the financial

Provide a range of financial products and services to improve the financial lives of our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,367,263,727$1,426,217,239▲ $58,953,512
Savings and Temporary Cash Investments$195,220,830$224,261,263▲ $29,040,433
Rtn Earn Endowment Incm Other Fnds$201,230,213$220,770,868▲ $19,540,655
Investments in Publicly Traded Securities$23,125,560$20,349,353▼ $2,776,207
Land, Buildings, and Equipment, Net$15,211,543$14,985,355▼ $226,188
Cash and Non-Interest-Bearing Accounts$11,323,233$14,311,304▲ $2,988,071
Receivables From Officers Etc$11,782,441$12,121,787▲ $339,346
Investments Other Securities$7,959,700$8,242,600▲ $282,900
Accounts Receivable$1,624,090$1,657,827▲ $33,737
Prepaid Expenses and Deferred Charges$605,615$590,511▼ $15,104
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,674,734,928$1,763,442,270▲ $88,707,342
Other Assets Total$40,618,189$40,705,031▲ $86,842
Liabilities
Other Liabilities$1,460,302,435$1,528,921,361▲ $68,618,926
Accounts Payable and Accrued Expenses$13,202,280$13,750,041▲ $547,761
Total Liabilities$1,473,504,715$1,542,671,402▲ $69,166,687
Net Assets / Fund Balance
Total Net Assets Fund Balance$201,230,213$220,770,868▲ $19,540,655
Total Liabilities and Net Assets / Fund Balance$1,674,734,928$1,763,442,270▲ $88,707,342

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,804,829$19,459,100$21,263,929
Buildings$8,080,526$7,547,139$15,627,665
Land$5,000,000-$5,000,000
Leasehold Improvements$0$4,151,698$4,151,698
Other Land Buildings$100,000-$100,000
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wade PainterCEO/presidentFT$681,119$191,464$872,583
Valerie AlsipEvp/COOFT$384,287$64,480$448,767
David DiamondVP, Chief Financial OfficerFT$337,284$66,459$403,743
Patricia EllingsonEvp, Chief Lending OfficerFT$296,176$67,817$363,993
Anatoly VildermanExecutive Wealth AdvisorFT$72,035$262,735$334,770
Emilio JohansenExecutive Wealth AdvisorFT$60,820$272,273$333,093
Rebecca NixonSVP, Chief People OfficerFT$250,164$73,564$323,728
William AndrewsVP Information ServicesFT$227,505$61,315$288,820
Richard KinzieVP Risk & ComplianceFT$192,256$57,113$249,369
Ignasio MedranoVP Digital ServicesFT$194,211$54,603$248,814
Suzanne KnowltonVP Marketing & Community RelationsFT$190,639$54,408$245,047
Cheryl RayoVP Real Estate LendingFT$204,957$39,869$244,826
Doreen SzymankskiVP Member ExperienceFT$184,028$59,382$243,410
Yomi AnthonioSba Commercial Lending OfficerFT$138,153$96,219$234,372
Robert CarterVP Administrative ServicesFT$181,605$40,243$221,848
Johnny EscalanteDirector of Information ServicesFT$168,855$42,937$211,792
Dani RobinsonVP Credit RiskFT$166,924$40,495$207,419
Janelle EscalanteDirector of Employee RelationsFT$168,040$38,303$206,343

Board Members and Trustees

NameTitle
John BeiersBoard Chair
Kate HarrBoard Vice Chair
Michael ClaireBoard Director
Paul OkadaBoard Director
Steve DivneyBoard Director
Magda GonzalezBoard Secretary
Brian PontyBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
VisaCard Network ProviderPO BOX 742233, Los Angeles, CA 90074$3,394,565
Alkami TechnologyMobile Deposit Services5601 GRANITE PARKWAY STE 120, Plano, TX 75024$1,462,367
Jack Henry & Associates INCCore System ServicesPO BOX 609, Monett, MO 65708$864,278
Financial Technology Solutions Intl INCAtm ServicingPO BOX 919, Monrovia, CA 91017$822,358
ConvergeoneSoftware ProviderPO BOX 1450, Minneapolis, MN 55485$466,754
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$82,551,342
Investment Income
$11,877,920
Other Revenue
$353,319
Change in Net Assets
$19,401,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$94,788,604
Revenue Not Reported on Financial Statements
$-6,023
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-6,023
Total Revenue per Audited Statements
$94,788,604
Total Revenue per Form 990
$94,782,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$28,472,632
Other Expenses$25,200,119
Grants and Similar Amounts Paid$125,660
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$21,583,109
Other Salaries and Wages---$18,559,683
Current Officers, Directors, Trustees, and Key Employees---$4,362,369
All Other Expenses---$3,331,257
Occupancy---$2,796,638
Fees for Services Other---$2,768,823
Other Expenses---$2,711,139
Other Employee Benefits---$2,599,679
Depreciation Depletion---$2,027,687
Office Expenses---$1,988,173
Advertising---$1,859,434
Payroll Taxes---$1,591,343
Pension Plan Contributions---$1,359,558
Fees for Services Accounting---$336,051
Insurance---$282,503
Fees for Services Legal---$176,825
Conferences and Meetings---$140,927
Grants to Domestic Orgs---$125,660
Travel---$88,791
Fees for Services Lobbying---$30,215
Total Functional Expenses$0$0$0$75,381,520

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$75,387,543
Expenses per Audited Statements$75,381,520
Total Expenses per Form 990$75,381,520
Expenses Not Reported on Form 990$6,023
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Mateo County Historical AssociationRedwood City, CA501(c)(3)Educational Programming$20,640
CHILDREN'S MIRACLE NETWORK HOSPITALSSalt Lake City, UT501(c)(3)Fundraising Event$12,500
Chamber San Mateo CountyRedwood City, CA501(c)(6)Sponsorship$8,000
Redwood City Parks and Arts FoundationRedwood City, CA501(c)(4)Annual Giving$8,000
SamcedaSan Mateo, CA501(c)(3)Annual Giving$7,000
Redwood City Sequoia Awards IncRedwood City, CA501(c)(3)Scholarships$6,750
Hip HousingSan Mateo, CA501(c)(3)Annual Giving$5,500
Kainos Home & Training CenterRedwood City, CA501(c)(3)Sponsorship$5,500
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$10,215
Total Exempt Function Spending$10,215
Section 527 Activity Spending$0

Section 527 Organizations

OrganizationLocationAmount
94-0357265Ontario, CA$10,215
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$11,782,441$12,121,787▲ $339,346
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARES AND SAVINGS ACCOUNTS$1,515,362,746
Lease Liabilities$13,558,615
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“You are eligible for membership in monterra credit union if: - you live, work, worship, or attend school in san mateo county, the city of palo alto, or select san francisco zip codes: 94110, 94112, 94116, 94122 94124, 94132, or 94134. - you are a member of or employed by one of our partner organizations or businesses. - you have a family member, domestic partner, or roommate that is a member of monterra credit union.”

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

“Members of the credit union have the right to elect one or more members of the organization's governing body, whether periodically, or as vacancies arise, or otherwise.”

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

“Members of the credit union have the right to approve the governing body's election and removal of members of the governing body, as well as other matters that are subject to the approval of members of the credit union as they occur.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees that have authority to act on behalf of the governing body.”

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

“The form 990 is prepared by the organization's public accounting firm based on information provided by management. Once the draft is available, it is reviewed by management and any changes incorporated into the filing. Form 990 and summary are provided to the board of directors subsequent to filing with the irs.”

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

“Employees of the credit union shall not engage in any activities which are or could be in conflict with their status as a credit union employee. This includes the use of one's status as an employee for personal profit or advantage. In addition, it is unlawful for an employee or officer of the credit union to use information and disclosure of member assets and personal data for personal gain or other fraudulent purposes. Such activity on the part of any employee will result in immediate dismissal. Annually employees and the board of directors must review, disclose, and sign the conflict of interest document.”

Form 990, Part VI, Section B, Line 15

“Compensation for the president, officers, and key employees is determined by conducting an independent compensation analysis, which is reviewed by the compensation committee. The compensation determination is also supported by a written employment contract, compensation survey, approval of board, and independent compensation consultant. This process was last completed in 2024. For officers and key employees, compensation is determined by conducting an independent compensation analysis. Compensation is then determined and approved by the ceo. The compensation decision is documented in the employee's personnel file. The process described here was last completed in 2024.”

Form 990, Part VI, Section C, Line 19

“Financial statements are publically available on the ncua website and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Monterra Credit Union
EIN
94-1231186
Phone
6503631716
Address
350 CONVENTION WAY, REDWOOD CITY, CA 94063

Signing Officer

Name
David Diamond
Title
VP, Chief Financial Officer
Phone
6503631716
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wade Painter
Formed
1952
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
249
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE DRIVE 300, IRVINE, CA 92606
Preparer
Lisa N Ryssel CPA
Phone
7149781300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization did not change its oversight or selection process for an independent accountant during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, under irc 501(c)(14), from federal and state income taxes. The credit union has filed tax returns in the past for activities it has deemed taxable and the unrelated business income taxes paid were immaterial for the years ended december 31, 2024 and 2023. The taxing authorities have the ability to assess taxes, penalties and interest for any years for which no tax return was filed. In the opinion of management, any liability resulting from taxing authorities imposing income taxes on the net taxable income from activities potentially deemed to be unrelated to the credit union's exempt purpose is not expected to have a material effect on the credit union's financial position or results of operations. The credit union evaluated its tax positions and determined no uncertain tax positions exist as of december 31, 2024 and 2023. The credit union's 2021 through 2023 tax years are open for examination by federal and state taxing authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses moved to the statement of revenue from expenses -6,023.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses moved to the statement of revenue from expenses 6,023.”

Raw XML AppendixShowing 400 of 1,036 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013202280
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013750041
IRS990/AccountsReceivableGrp/BOYAmt01624090
IRS990/AccountsReceivableGrp/EOYAmt01657827
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE A RANGE OF FINANCIAL PRODUCTS AND SERVICES TO IMPROVE THE FINANCIAL LIVES OF OUR MEMBERS.
IRS990/AdvertisingGrp/TotalAmt01859434
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherExpensesGrp/TotalAmt03331257
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt021583109
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID DIAMOND
IRS990/BooksInCareOfDetail/PhoneNum06503631716
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 CONVENTION WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0REDWOOD CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094063
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt011323233
IRS990/CashNonInterestBearingGrp/EOYAmt014311304
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt032
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04362369
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt0140927
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt03394565
IRS990/ContractorCompensationGrp/CompensationAmt11462367
IRS990/ContractorCompensationGrp/CompensationAmt2864278
IRS990/ContractorCompensationGrp/CompensationAmt3822358
IRS990/ContractorCompensationGrp/CompensationAmt4466754
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 742233
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt15601 GRANITE PARKWAY STE 120
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 609
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 919
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 1450
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1PLANO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2MONETT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3MONROVIA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4MINNEAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090074
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd175024
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd265708
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd391017
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd455485
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0VISA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1ALKAMI TECHNOLOGY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2JACK HENRY & ASSOCIATES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3FINANCIAL TECHNOLOGY SOLUTIONS INTL INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4CONVERGEONE
IRS990/ContractorCompensationGrp/ServicesDesc0CARD NETWORK PROVIDER
IRS990/ContractorCompensationGrp/ServicesDesc1MOBILE DEPOSIT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2CORE SYSTEM SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3ATM SERVICING
IRS990/ContractorCompensationGrp/ServicesDesc4SOFTWARE PROVIDER
IRS990/CreditCounselingInd00
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IRS990/Desc0MONTERRA CREDIT UNION IS A FINANCIAL COOPERATIVE SERVING THE COMMUNITIES WITHIN SAN MATEO COUNTY, CITY OF PALO ALTO AND SELECT NEIGHBORHOODS IN SAN FRANCISCO. WE HAVE SEVEN BRANCHES THROUGHOUT THESE GEOGRAPHICAL AREAS AND A HEADQUARTERS OFFICE LOCATED IN REDWOOD CITY, CALIFORNIA. AS OF YEAR-END 2024, WE HAD 96,616 MEMBER-OWNERS. WE OFFER OUR MEMBERS A WIDE ARRAY OF RETAIL FINANCIAL PRODUCTS AND SERVICES, AND WE PROVIDE FINANCIAL EDUCATION TO YOUTH AND ADULTS THROUGHOUT THE COMMUNITIES WE SERVE. MONTERRA CREDIT UNION OFFERS AN ARRAY OF CONSUMER FINANCIAL PRODUCTS, INCLUDING RESIDENTIAL REAL ESTATE LOANS, AUTOMOBILE LOANS, SECURED AND UNSECURED LOANS, CREDIT CARDS, SMALL BUSINESS LOANS, AS WELL AS CHECKING, SAVINGS AND CERTIFICATE OF DEPOSIT ACCOUNTS.
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