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Nonprofit · EIN 94-1433814

CREDIT UNIONS IN THE STATE OF CALIFORNIA

Also known as VISION ONE CREDIT UNION

Tax-exempt · SACRAMENTO, CA 95827

Financials

$4.6M$4.1M2023$4.8M$4.5M2024
Revenue Expenses · by fiscal year end
Financials of CREDIT UNIONS IN THE STATE OF CALIFORNIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,760,407$4,521,480$238,927$92,893,445$78,547,322$14,346,123
December 31, 2023990$4,552,429$4,079,913$472,516$94,899,742$80,792,546$14,107,196
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,502,354
Investment income
$688,607
Other revenue
$569,446

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,556,137
Compensation of officers, directors and key employees
$1,354,616
Other salaries and wages
$454,671
Salaries, compensation and benefits (total)
$1,809,287
Professional fundraising fees
$0
Occupancy
$119,949
Travel
$5,939

Balance sheet and other

Total assets, start of year
$94,899,742
Total assets, end of year
$92,893,445
Total liabilities, end of year
$78,547,322
Net assets, end of year
$14,346,123
Land, buildings and equipment
$159,609
Gross receipts
$4,760,407
Employees
12
Volunteers
8
Year formed
1951
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROBERT SCHULTZCEO/PRESIDENT
Officer
50$509,555$0
KENNETH FERREIRACCO/EVP
Officer
50$312,130$17,103
DEANNA MIYATACFO/SVP
Officer
50$239,814$13,323
Theresa DiltzVP Loan Admin
Officer
40$128,063$7,534
Lika SerticVP/Deposit Ops
Officer
40$120,327$6,765
A NICK GUITIERREZBOARD CHAIRMAN
Trustee or director
1$0$0
FRED GUARCELLOBOARD SEC
Trustee or director
1$0$0
TOMAS WINGBOARD TREASURER
Trustee or director
1$0$0
EDWARD ANDERSENBOARD VICE CHAI
Trustee or director
1$0$0
John OkamotoSC SECRETARY
Trustee or director
1$0$0
Samantha CombsSC MEMBER
Trustee or director
1$0$0
David PlevyakSC CHAIRMAN
Trustee or director
1$0$0
KENNETH FERREIRACCO/EVP50$0$0
DEANNA MIYATACFO/SVP50$0$0
Theresa DiltzVP/Loan Administra40$0$0
1 more people on this return
NameTitleHours / weekCompensation
LIKA SERTICVP/Deposit Operati40$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
ROBERT SCHULTZCEO/PRESIDENT
Officer
50$517,278$0
KENNETH FERREIRACCO/EVP
Officer
50$347,231$13,758
DEANNA MIYATACFO/SVP
Officer
50$223,935$12,441
Theresa DiltzVP/Loan Administra40$114,962$6,569
LIKA SERTICVP/Deposit Operati40$114,217$6,407
A NICK GUITIERREZBOARD CHAIRMAN
Trustee or director
1$0$0
FRED GUARCELLOBOARD SEC
Trustee or director
1$0$0
TOMAS WINGBOARD TREASURER
Trustee or director
1$0$0
EDWARD ANDERSENBOARD VICE CHAI
Trustee or director
1$0$0
John OkamotoSC SECRETARY
Trustee or director
1$0$0
Samantha VavricekSC MEMBER
Trustee or director
1$0$0
David PlevyakSC CHAIRMAN
Trustee or director
1$0$0
KENNETH FERREIRACCO/EVP50$0$0
DEANNA MIYATACFO/SVP50$0$0

Address and contacts

Address (IRS master file)
PO BOX 277637, SACRAMENTO, CA 95827-7637
Signed the 990
DEANNA MIYATA, CFO
Phone
(916) 363-4293
Return prepared by
RICHARDS & ASSOCIATES

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1433814 or by the name CREDIT UNIONS IN THE STATE OF CALIFORNIA.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

NON-PROFIT, STATE CHARTERED, NATURAL PERSON CREDIT UNION, PROVIDE COMPETITIVE FINANCIAL SERVICES TO THE MEMBERS OF VISION ONE CREDIT UNION.

990 for the year ended December 31, 2024

Program accomplishments

  • NON-PROFIT, STATE-CHARTERED, NATURAL PERSON CREDIT UNION, PROVIDE COMPETITIVE FINANCIAL SERVICES TO THE 1,622 MEMBERS OF VISION ONE CREDIT UNION.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-1433814
Tax-exempt status
501(c)(14): State-chartered credit union
Donations deductible
No
Exempt since
1961
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$92,893,445
Income (IRS master file)
$4,760,407

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,760,407$4,521,480$92,893,445XML
990December 2023$4,552,429$4,079,913$94,899,742XML
990December 2022$3,970,179$3,484,081$92,776,654IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1433814).

Questions about CREDIT UNIONS IN THE STATE OF CALIFORNIA

What is the EIN of CREDIT UNIONS IN THE STATE OF CALIFORNIA?
The employer identification number (EIN) of CREDIT UNIONS IN THE STATE OF CALIFORNIA is 94-1433814.
Is CREDIT UNIONS IN THE STATE OF CALIFORNIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1961.
Are donations to CREDIT UNIONS IN THE STATE OF CALIFORNIA tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CREDIT UNIONS IN THE STATE OF CALIFORNIA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CREDIT UNIONS IN THE STATE OF CALIFORNIA due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CREDIT UNIONS IN THE STATE OF CALIFORNIA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of CREDIT UNIONS IN THE STATE OF CALIFORNIA?
The 990 for the year ended December 31, 2024 lists 16 people; 5 received compensation from the organization, the highest $509,555 (ROBERT SCHULTZ, CEO/PRESIDENT).
How much revenue does CREDIT UNIONS IN THE STATE OF CALIFORNIA have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,760,407, expenses of $4,521,480 and total assets of $92,893,445 at year end.

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