EIN 94-1384575

Valley Oak Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
22
Year formed
1944
Most recent tax filings
2022-12-01
Description
Provided deposit and loan accounts to 6,097 members. Provided low cost source of credit and low cost financial services to our members. Provided source for member savings and checking account needs.
Related structure
Valley Oak Credit Union is child organization, under the parent exemption from Credit Unions in the State of California.
Also known as...
Credit Unions in the State of California
Total revenues
$3,336,376
2022
Total expenses
$2,527,554
2022
Total assets
$76,265,916
2022
Num. employees
22
2022

Program areas at Valley Oak Credit Union

Provided deposit and loan accounts to 6,097 members. Provided low cost source of credit and low cost financial services to our members. Provided source for member savings and checking account needs.

Personnel at Valley Oak Credit Union

NameTitleCompensation
Alan CortumChief Executive Officer$122,861
Rebecca SchmidtChief Financial Officer$75,000
Kiersten VaughnVice President$82,194
Paul SchielePast Chief Financial Officer$79,045

Financials for Valley Oak Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$2,203,386
Investment income and dividends$133,099
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$54,007
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$945,884
Total revenues$3,336,376

Form 990s for Valley Oak Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-11990View PDF
2020-122023-04-27990View PDF
2020-122021-11-15990View PDF
2018-122019-10-11990View PDF
...and 8 more Form 990s
Data update history
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 9, 2024
Updated personnel
Identified 5 new personnel
December 27, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Credit unionsChapter / child organizations
Issues
No issues found
Characteristics
State / local level
General information
Address
40870 Sierra Dr
Three Rivers, CA 93271
Metro area
Visalia, CA
County
Tulare County, CA
Website URL
valleyoak.org/ 
Phone
(360) 548-3857
IRS details
EIN
94-1384575
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1944
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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