Program areas at Patelco Credit Union
Patelco Credit Union is a state-chartered Credit Union that is committed to providing its members with superior financial services. Its primary function is to provide loans to its members as well as accept deposits from them. In 2022, the Credit Union provided members with 4,534 new real estate loans totaling $1,221,992,256, and 58,148 new consumer loans totaling $1,247,636,364, and 7 new commercial loans totaling $28,856,864. As of december 31, 2022, there were 982,797 deposit accounts totaling $8,056,625,448.
Grants made by Patelco Credit Union
Personnel at Patelco Credit Union
| Name | Title | Compensation | Date of data |
|---|
| Erin Mendez | President , Chief Executive Officer | $1,250,282 | 2023-01-24 |
| Rolland Rolly Jurgens | Chief Financial Officer | $84,346 | 2023-01-24 |
| Rolly Held | Several Executive Level Positions at Mufg Union Bank and Washington Mutual and Most Recently Was Evp and Chief Financial Officer of Accion Opportunity Fund, A Nonprofit Community Development Financial Institution | | 2023-01-24 |
| Kal Majmundar | Chief Technology Officer | | 2023-01-24 |
| Susan Makris | Chief Administrative Officer | $448,444 | 2023-01-24 |
| ...and 25 more key personnel |
Financials for Patelco Credit Union
| Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | - |
| Program services | $262,887,836 | $220,931,354 | 19% |
| Investment income and dividends | $34,755,776 | $16,389,738 | 112.1% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $2,672,276 | $2,667,590 | 0.2% |
| Net gain from sale of non-inventory assets | $2,469,617 | $16,004,265 | -84.6% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $11,932,150 | $20,209,169 | -41% |
| Total revenues | $314,717,655 | $276,202,116 | 13.9% |
Organizations like Patelco Credit Union
| Organization | Type | Location | Revenue |
|---|
| Safe Credit Union | 501(c)(14) | Folsom, CA | $183,102,902 |
| San Diego County Credit Union (SDCCU) | 501(c)(14) | San Diego, CA | $329,477,426 |
| Redwood Credit Union | 501(c)(14) | Santa Rosa, CA | $304,586,101 |
| Schools Financial Credit Union | 501(c)(14) | Sacramento, CA | $101,261,825 |
| Educational Employees Credit Union | 501(c)(14) | Fresno, CA | $167,213,088 |
| Financial Partners Credit Union | 501(c)(14) | Downey, CA | $83,728,887 |
| Credit Union of Southern California | 501(c)(14) | Anaheim, CA | $120,210,205 |
| Premier America Credit Union | 501(c)(14) | Chatsworth, CA | $127,070,331 |
| California Coast Credit Union | 501(c)(14) | San Diego, CA | $133,395,792 |
| Orange County's Credit Union | 501(c)(14) | Santa Ana, CA | $94,251,015 |
Data update history
January 1, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 1, 2024
Updated personnel
Identified 4 new personnel
December 25, 2023
Used new vendors
Identified 2 new vendors, including , and
July 17, 2023
Posted financials
Added Form 990 for fiscal year 2020
July 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
MembershipsState / local level
General information
- Address
- 3 Park Pl
- Dublin, CA 94568
- Metro area
- San Francisco-Oakland-Berkeley, CA
- Website URL
- patelco.org/Â
- Phone
- (800) 358-8228
- Facebook page
- patelcoÂ
- Twitter profile
- @patelcopaysÂ
IRS details
- EIN
- 94-0755684
- Fiscal year end
- December
- Taxreturn type
- Form 990
- Year formed
- 1936
- Eligible to receive tax-deductible contributions (Pub 78)
- No
Categorization
- NTEE code, primary
- W60: Financial Institutions, Credit Unions
- NAICS code, primary
- 522130: Credit Unions
- Parent/child status
- Child within group exemption
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