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  4. Meriwest Credit Union
EIN 94-1521987

Meriwest Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
312
City
San Jose
State
California
Year formed
1961
Most recent tax filings
2022-12-01
NTEE code, primary
W60: Financial Institutions, Credit Unions
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
$77,350,663
2022
Total expenses
$68,332,025
2022
Total assets
$2,248,988,827
2022
Num. employees
312
2022

Program areas at Meriwest Credit Union

Meriwest Credit Union provided members 1,111 real estate base loans totaling over 700 million in 2022.
Meriwest Credit Union offered loans, deposits and other services to 81,304 members in 2022.
Meriwest Credit Union provided members 24,117 consumer loans totaling over $400 million in 2022.

Grants made by Meriwest Credit Union

GranteeGrant descriptionAmount
The Sharks FoundationTo Assist in Enhancing the Lives of Youth and Families in the Community.$25,000
Shop with A Cop Foundation of Silicon ValleyTo Help Foster Mutual Respect Between Law Enforcement and the Communities They Serve.$6,000

Personnel at Meriwest Credit Union

NameTitleCompensation
Julie Ann KirschPresident and Chief Executive Officer$816,701
Lisa Marie PestaSenior Vice President , Chief Operating Officer$704,102
Brian HennesseyChief Financial Officer$725,774
Mary Ellen SniderSenior Vice President , Operational Risk and Compliance$211,083
Jihong HuangVice President Treasury and Finance$267,033
...and 13 more key personnel

Financials for Meriwest Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$68,734,004
Investment income and dividends$6,928,995
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$1,687,664
Total revenues$77,350,663

Form 990s for Meriwest Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-16990View PDF
2021-122022-11-14990View PDF
2020-122021-11-09990View PDF
2019-122021-06-24990View PDF
2018-122020-01-14990View PDF
...and 5 more Form 990s

Organizations like Meriwest Credit Union

OrganizationLocationRevenue
Consumers Cooperative Credit UnionGurnee, IL$171,749,526
Arsenal Credit Union (ACU)Arnold, MO$21,467,724
Ih Mississippi Valley Credit UnionMoline, IL$111,927,596
Oklahomas Credit UnionOklahoma City, OK$35,089,977
Infuze Credit UnionWaynesville, MO$19,866,849
Valley Credit Union / Valley Financial Credit UnionBillings, MT$21,078,059
Indiana University Credit UnionBloomington, IN$56,693,244
Leaders CREDIT UnionJackson, TN$54,522,507
Frontier Credit UnionIdaho Falls, ID$34,471,344
Potlach No 1 Financial Credit UnionLewiston, ID$101,119,936
Data update history
December 3, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 2, 2023
Updated personnel
Identified 3 new personnel
November 27, 2023
Used new vendors
Identified 2 new vendors, including , and
July 28, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 14, 2023
Used new vendors
Identified 22 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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