EIN 94-0755684

Patelco Credit Union

IRS 501(c) type
501(c)(14)
Num. employees
836
City
Year formed
1936
Most recent tax filings
2022-12-01
Description
Patelco Credit Union provides a broad range of loan and deposit products, as well as other financial services to its members in Northern California and Illinois. The organization operates through multiple channels, including branches and a mobile app. They are committed to offering superior financial services as a full-service state-chartered credit union, serving the needs of their members. In 2021, Patelco Credit Union continued to provide excellent services from its location in Dublin, CA.
Related structure
Patelco Credit Union is child organization, under the parent exemption from Credit Unions in the State of California.
Total revenues
$314,717,655
2022
Total expenses
$243,406,109
2022
Total assets
$9,073,686,000
2022
Num. employees
836
2022

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

GranteeGrant descriptionAmount
Habitat for Humanity East Bay / Silicon ValleyCharitable Donations$60,000
Children's Miracle Network Hospitals (CMN Hospitals)Charitable Donations$56,750
National Credit Union FoundationCharitable Donations$33,000
...and 13 more grants made

Personnel at Patelco Credit Union

NameTitleCompensation
Erin MendezPresident , Chief Executive Officer$1,250,282
Rolland Rolly JurgensChief Financial Officer$84,346
Rolly HeldSeveral 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
Kal MajmundarChief Technology Officer
Susan MakrisChief Administrative Officer$448,444
...and 25 more key personnel

Financials for Patelco Credit Union

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$262,887,836
Investment income and dividends$34,755,776
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$2,672,276
Net gain from sale of non-inventory assets$2,469,617
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$11,932,150
Total revenues$314,717,655

Form 990s for Patelco Credit Union

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-08990View PDF
2021-122022-11-03990View PDF
2020-122021-11-17990View PDF
2019-122021-06-24990View PDF
2018-122020-10-22990View PDF
...and 10 more Form 990s

Organizations like Patelco Credit Union

OrganizationLocationRevenue
Safe Credit UnionFolsom, CA$183,102,902
San Diego County Credit Union (SDCCU)San Diego, CA$329,477,426
Redwood Credit UnionSanta Rosa, CA$304,586,101
Schools Financial Credit UnionSacramento, CA$101,261,825
Educational Employees Credit UnionFresno, CA$167,213,088
Financial Partners Credit UnionDowney, CA$83,728,887
Credit Union of Southern CaliforniaAnaheim, CA$120,210,205
Premier America Credit UnionChatsworth, CA$127,070,331
California Coast Credit UnionSan Diego, CA$133,395,792
Orange County's Credit UnionSanta 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/ 
Phone
(800) 358-8228
Facebook page
patelco 
Twitter profile
@patelcopays 
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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