EIN 94-1521987

Meriwest Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
282
Year formed
1961
Most recent tax filings
2023-12-01
Description
Meriwest Credit Union is a full-service, member-owned financial institution providing personal, convenient and innovative services to thousands in the San Francisco Bay Area.
Total revenues
$101,079,580
2023
Total expenses
$98,580,471
2023
Total assets
$2,193,062,292
2023
Num. employees
282
2023

Program areas at Meriwest Credit Union

Meriwest Credit Union provided members 1,146 real estate base loans totaling over 700 million in 2023.
Meriwest Credit Union offered loans, deposits and other services to 80,393 members in 2023.
Meriwest Credit Union provided members 22,230 consumer loans totaling over $380 million in 2023.

Grants made by Meriwest Credit Union

GranteeGrant descriptionAmount
Children's Miracle Network Hospitals (CMN Hospitals)To Help Children's Miracle Network Hospitals (CMN Hospitals) Provide the Best Care for Children$5,800

Personnel at Meriwest Credit Union

NameTitleCompensation
Lisa PestaPresident and Chief Executive Officer$578,215
Chad MazeChief Operating Officer
Brian HennesseyChief Financial Officer$503,393
Lina Esther HessVice President , Chief Technology Officer / Vice President It / Vice President Informational Technology / Vice President Information Technology$319,516
Mary Ellen SniderSenior Vice President , Operational Risk and Compliance$211,083
...and 10 more key personnel

Financials for Meriwest Credit Union

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$86,819,720
Investment income and dividends$13,592,856
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$667,004
Total revenues$101,079,580

Form 990s for Meriwest Credit Union

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-13990View PDF
2022-122023-10-16990View PDF
2021-122022-11-14990View PDF
2020-122021-11-09990View PDF
2019-122021-06-24990View PDF
...and 6 more Form 990s

Organizations like Meriwest Credit Union

OrganizationLocationRevenue
Consumers Credit UnionLake Forest, IL$231,475,402
Indiana University Credit UnionBloomington, IN$74,827,152
Arsenal Credit Union (ACU)Arnold, MO$26,708,236
Leaders CREDIT UnionJackson, TN$75,354,463
Oklahomas Credit UnionOklahoma City, OK$43,455,996
Valley Credit Union / Valley Financial Credit UnionBillings, MT$25,980,550
Cooperative De Ahorro Y Credito De BarranquitasBarranquitas, PR$31,231,571
802 Credit UnionBarre, VT$25,836,101
State Employees Credit Union of MarylandLinthicum, MD$285,494,724
Streator Onized Credit UnionStreator, IL$27,275,166
Data update history
January 16, 2025
Posted financials
Added Form 990 for fiscal year 2023
January 13, 2025
Updated personnel
Identified 3 new personnel
January 5, 2025
Used new vendors
Identified 2 new vendors, including , and
September 25, 2024
Updated personnel
Identified 2 new personnel
June 14, 2024
Used new vendors
Identified 5 new vendors, including , , , , and
Nonprofit Types
Credit unionsHeadquarter / parent organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
5615 Chesbro Ave
San Jose, CA 95123
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Website URL
meriwest.com/ 
Phone
(877) 637-4937
Facebook page
MeriwestCreditUnion 
Twitter profile
@meriwest 
IRS details
EIN
94-1521987
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1961
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
Independent
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