Civic Intelligence

San Mateo Credit Union

990 • Fiscal year 2018 • EIN 94-1231186

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization ProfileWWW.SMCU.ORG

View Organization Page

350 Convention WayRedwood City, CA 94063

(650) 363-1716

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.89x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

17.12x

Higher debt load relative to revenue than 40% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Net Margin

85th percentile

27%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Top Officer Pay

27th percentile

$646,113

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2018 filings • 501(c)14 • $1B+ nonprofits • Source year 2018

Asset Growth

49th percentile

6.2%

Faster asset growth than 49% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

13%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)14 • $1B+ nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$1,070,921,854

Up $62,407,073 (+6.2%) from 2017

Net Assets

Up

$119,439,043

Up $14,888,106 (+14%) from 2017

Liabilities

Up

$951,482,811

Up $47,518,967 (+5.3%) from 2017

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin85th percentile

Revenue

Up

$55,562,052

Up $6,344,349 (+13%) from 2017

Expenses

Up

$40,673,896

Up $3,217,415 (+8.6%) from 2017

Net Income

Up

$14,888,156

Up $3,126,934 (+27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$1,070,921,854
Liabilities$951,482,811
Net Assets$119,439,043
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$55,562,052
Expenses$40,673,896
Net Income$14,888,156
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$92,413,127
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$766,676,768$892,250,505▲ $125,573,737
Rtn Earn Endowment Incm Other Fnds$104,550,937$119,439,043▲ $14,888,106
Investments Other Securities$137,699,324$86,906,099▼ $50,793,225
Savings and Temporary Cash Investments$64,410,079$46,552,239▼ $17,857,840
Land, Buildings, and Equipment, Net$16,584,761$19,604,527▲ $3,019,766
Receivables From Officers Etc$9,937,000$10,223,046▲ $286,046
Prepaid Expenses and Deferred Charges$1,005,350$1,143,011▲ $137,661
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,008,514,781$1,070,921,854▲ $62,407,073
Other Assets Total$12,201,499$14,242,427▲ $2,040,928
Liabilities
Other Liabilities$897,141,350$947,845,756▲ $50,704,406
Accounts Payable and Accrued Expenses$6,822,494$3,637,055▼ $3,185,439
Total Liabilities$903,963,844$951,482,811▲ $47,518,967
Net Assets / Fund Balance
Total Net Assets Fund Balance$104,550,937$119,439,043▲ $14,888,106
Total Liabilities and Net Assets / Fund Balance$1,008,514,781$1,070,921,854▲ $62,407,073

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,386,401$10,060,133$14,446,534
Buildings$10,218,126$4,039,987$14,258,113
Land$5,000,000-$5,000,000
Leasehold Improvements$0$4,516,484$4,516,484
Other Securities$598,000--
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wade PainterPresident/CEOFT$527,417$120,006$647,423
Valerie AlsipEvp/COOFT$308,134$66,352$374,486
David DiamondVP, CFOFT$222,052$53,805$275,857
Emilio JohansenWealth AdvisorFT$204,000$48,727$252,727
Robert CarterVP Administrative ServicesFT$193,788$46,646$240,434
Rebecca NixonVP HrFT$173,223$41,706$214,929
Richard KinzieVP RiskFT$170,644$39,980$210,624
Ignasio MedranoVP Digital ServicesFT$166,972$39,345$206,317
Anatoly VildermanWealth AdvisorFT$178,426$19,822$198,248
William AndrewsVP Information ServicesFT$159,484$38,618$198,102
Doreen SzymankskiVP Member ExperienceFT$161,759$35,899$197,658
Jonathan MeyerVP Mkt. & Community RelationsFT$157,981$39,209$197,190
Dani RobinsonVP Credit RiskFT$158,161$36,726$194,887
Cheryl RayoAvp Real EstateFT$138,104$33,351$171,455
Patricia EllingsonVP Real Estate LendingFT$149,190$16,071$165,261
Sylvia DinAccounting ManagerFT$130,132$20,522$150,654
Holly FraserAvp Financial ServicesFT$129,734$7,981$137,715

Board Members and Trustees

NameTitle
John BeiersChair
Magda GonzalezVice Chair
Brain PontyDirector
Patricia WebDirector
Paul ScannellDirector
Donna VaillancourtSecretary
Bob AdlerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
PscuCredit Card Processor560 CARILLON PARKWAY, St Petersburg, FL 33716$1,741,172
Jack Henry & Associates INCNew Core SystemPO BOX 609, Monett, MO 65708$1,710,696
Financial Technology Solutions Intl INCAtmsPO BOX 919, Monrovia, CA 91017$1,189,270
Fiserv INCCore System255 FISERV DRIVE, Brookfield, WI 53045$1,070,816
Midglen Studio AssociatesArchitect732 W GLEN WAY, Woodside, CA 94062$701,293
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,086,058
Investment Income
$4,357,099
Other Revenue
$1,118,895
Change in Net Assets
$14,888,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,820,264
Salaries, Compensation, and Employee Benefits$18,329,164
Grants and Similar Amounts Paid$77,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$11,101,827
All Other Expenses---$3,337,494
Current Officers, Directors, Trustees, and Key Employees---$3,129,364
Office Expenses---$2,522,655
Other Employee Benefits---$2,449,642
Benefits to Members---$2,447,218
Occupancy---$2,177,509
Advertising---$1,434,984
Other Expenses---$1,270,306
Depreciation Depletion---$1,198,158
Payroll Taxes---$1,165,301
Fees for Services Other---$650,252
Interest---$504,167
Pension Plan Contributions---$483,030
Conferences and Meetings---$267,229
Fees for Services Accounting---$205,674
Insurance---$196,257
Grants to Domestic Orgs---$69,750
Fees for Services Legal---$63,217
Travel---$51,603
Grants to Domestic Individuals---$7,500
Fees for Services Lobbying---$5,000
Total Functional Expenses$0$0$0$40,673,896
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of Redwood CityRedwood City, CAGovernmentSummer Conerct Series-
North Valley Community FoundationChico, CA501(c)(3)Camp Fire Relief Donation-
Redwood City Police Activities LeagueRedwood City, CA501(c)(3)Sponsorship of Music Festival-
Redwood City Sequoia Awards IncRedwood City, CA501(c)(3)Scholarship Donation to Annual Awards-
Rwc-smc Chamber of CommerceRedwood City, CA501(c)(3)Progress Seminar Sponsorship-
San Mateo County Historical AssociationRedwood City, CA501(c)(3)2019 Annual Campaign-
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$5,000
Total Exempt Function Spending$5,000

Section 527 Organizations

OrganizationLocationAmount
-Ontario, CA$5,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$9,937,000$10,223,046▲ $286,046
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Shares$947,845,756
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 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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The credit union's members have rights to elect the members of the governing body. The credit union's members also receive a share of the organization's profits in the form of cash dividends.”

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 B, Line 11B

“Annually, form 990 and summary are provided to the board of directors, either prior or subsequent to filing in the month form 990 is filed 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.”

Form 990, Part VI, Section C, Line 19

“Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).”

Filing and Contact Details

Filer

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

Signing Officer

Name
David Diamond
Title
CFO
Phone
6503631716
Signed
2019-11-13
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
278
Volunteers
12

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL WEST TOWER STE, 1100, MINNEAPOLIS, MN 55402-2526
Preparer
Kacie Mcewen
Phone
6123324300
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

“The credit union had seven (7) volunteer members on the board of directors and five (5) volunteer members on the supervisory committee for 2018.”

Financial Statement Notes

PART X, LINE 2:

“For the years ended december 31, 2018 and 2017, management has determined that there are no material uncertain tax positions.”

Raw XML AppendixShowing 400 of 923 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/ActivityOrMissionDesc0PROVIDE A RANGE OF FINANCIAL PRODUCTS AND SERVICES TO IMPROVE THE FINANCIAL LIVES OF OUR MEMBERS.
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IRS990/Desc0SAN MATEO 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 2018, WE HAD APPROXIMATELY NINETY-ONE THOUSAND (91,000) 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.SMCU OFFERS MEMBERS RESIDENTIAL REAL ESTATE PURCHASE AND REFINANCE LENDING. SMCU OFFERS AN ARRAY OF CONSUMER LOANS INCLUDING AUTOMOBILE, SECURED AND UNSECURED LOANS AND CREDIT CARDS. MEMBERS CAN OPEN AN ARRAY OF DEPOSIT ACCOUNTS INCLUDING SAVINGS, CHECKING, MONEY MARKET AND CERTIFICATE OF DEPOSIT ACCOUNTS. SMCU OFFERS FINANCIAL ASSISTANCE TO THOSE NEEDING HELP WITH MEMBERSHIP ELIGIBILITY AND CERTAIN MICRO-CREDIT PRODUCTS.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt725450
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt841302
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt924533
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1017520
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1122111
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1222018
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1319297
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1430950
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1517063
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1618742
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1721474
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1818828
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1911033
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2015390
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217981
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2248569
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2319735
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN BEIERS
IRS990/Form990PartVIISectionAGrp/PersonNm1MAGDA GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2DONNA VAILLANCOURT
IRS990/Form990PartVIISectionAGrp/PersonNm3BOB ADLER
IRS990/Form990PartVIISectionAGrp/PersonNm4BRAIN PONTY
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL SCANNELL
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICIA WEB
IRS990/Form990PartVIISectionAGrp/PersonNm7WADE PAINTER
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID DIAMOND
IRS990/Form990PartVIISectionAGrp/PersonNm9VALERIE ALSIP
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD KINZIE
IRS990/Form990PartVIISectionAGrp/PersonNm13IGNASIO MEDRANO
IRS990/Form990PartVIISectionAGrp/PersonNm14JONATHAN MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm15REBECCA NIXON
IRS990/Form990PartVIISectionAGrp/PersonNm16CHERYL RAYO
IRS990/Form990PartVIISectionAGrp/PersonNm17DANI ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm18DOREEN SZYMANKSKI
IRS990/Form990PartVIISectionAGrp/PersonNm19SYLVIA DIN
IRS990/Form990PartVIISectionAGrp/PersonNm20PATRICIA ELLINGSON
IRS990/Form990PartVIISectionAGrp/PersonNm21HOLLY FRASER
IRS990/Form990PartVIISectionAGrp/PersonNm22EMILIO JOHANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm23ANATOLY VILDERMAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7620663
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8234221
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9348531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10180279
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11216715
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12188297
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13186319
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14165947
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15196618
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16152537
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17172460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18177892
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19139452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20149190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21129734
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22204000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23178426
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP, CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9EVP/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP INFORMATION SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP ADMINISTRATIVE SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP RISK
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP DIGITAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP MKT. & COMMUNITY RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP HR
IRS990/Form990PartVIISectionAGrp/TitleTxt16AVP REAL ESTATE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP CREDIT RISK
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP MEMBER EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt19ACCOUNTING MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP REAL ESTATE LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt21AVP FINANCIAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt22WEALTH ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23WEALTH ADVISOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0283698
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt07500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt069750
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt036620366
IRS990/GrossReceiptsAmt092413127
IRS990/GrossRentsGrp/RealAmt01633302
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt033
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt0196257
IRS990/InterestGrp/TotalAmt0504167
IRS990/InvestmentIncomeGrp/ExclusionAmt04085021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04073401
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-11620
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0137699324
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt086906099
IRS990/IRPDocumentCnt011728
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018616604
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016584761
IRS990/LandBldgEquipBasisNetGrp/EOYAmt019604527
IRS990/LandBldgEquipCostOrOtherBssAmt038221131
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt036336668
IRS990/LessRentalExpensesGrp/RealAmt0514407
IRS990/LoanOutstandingInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WHILE MAINTAINING A SOUND FINANCIAL POSITION, SAN MATEO CREDIT UNION, A FINANCIAL COOPERATIVE, WILL PROVIDE A WIDE RANGE OF VALUED FINANCIAL PRODUCTS AND SERVICES AND GIVE MEMBER-OWNERS A FEELING OF PERSONAL IDENTITY AND BELONGING AS AN OWNER. WE HELP IMPROVE THE FINANCIAL LIVES OF OUR MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0104550937
IRS990/NetAssetsOrFundBalancesEOYAmt0119439043
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0283698
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0283698
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01118895
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01118895
IRS990/NetUnrelatedBusTxblIncmAmt044186
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02177509
IRS990/OfficeExpensesGrp/TotalAmt02522655
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt012201499
IRS990/OtherAssetsTotalGrp/EOYAmt014242427
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02449642
IRS990/OtherExpensesGrp/Desc0PROVISION FOR LOAN LOSS
IRS990/OtherExpensesGrp/Desc1ATM EXPENSES
IRS990/OtherExpensesGrp/Desc2CREDIT CARD EXPENSES
IRS990/OtherExpensesGrp/Desc3LENDING & COLLECTIONS
IRS990/OtherExpensesGrp/TotalAmt02374277
IRS990/OtherExpensesGrp/TotalAmt11810548
IRS990/OtherExpensesGrp/TotalAmt21750934
IRS990/OtherExpensesGrp/TotalAmt31270306
IRS990/OtherLiabilitiesGrp/BOYAmt0897141350
IRS990/OtherLiabilitiesGrp/EOYAmt0947845756
IRS990/OtherSalariesAndWagesGrp/TotalAmt011101827
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0766676768
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0892250505
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01165301
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0483030
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01005350
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01143011
IRS990/PrincipalOfficerNm0WADE PAINTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2522100
IRS990/ProgramServiceRevenueGrp/BusinessCd3522100
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON LOANS
IRS990/ProgramServiceRevenueGrp/Desc1INTERCHANGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3OTHER NON-INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt034432806
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16700355
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26062570
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32757158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt034432806
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16700355
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26195739
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32757158
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0133169
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01399869
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt0110750
IRS990/PYInvestmentIncomeAmt05825936
IRS990/PYOtherExpensesAmt019508568
IRS990/PYOtherRevenueAmt0881581
IRS990/PYProgramServiceRevenueAmt042510186
IRS990/PYRevenuesLessExpensesAmt011761222
IRS990/PYSalariesCompEmpBnftPaidAmt016437294
IRS990/PYTotalExpensesAmt037456481
IRS990/PYTotalProfFndrsngExpnsAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,070,921,854
Liabilities
$951,482,811
Net assets
$119,439,043
Revenue
$55,562,052
Expenses
$40,673,896
Net income
$14,888,156
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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