Nonprofit · EIN 95-3442691
PREMIER AMERICA CREDIT UNION
Tax-exempt · CHATSWORTH, CA 91311
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $172,505,825 | $181,541,379 | -$9,035,554 | $3,396,098,525 | $3,089,186,009 | $306,912,516 |
| December 31, 2023 | 990 | $158,602,721 | $150,631,543 | $7,971,178 | $3,473,374,773 | $3,163,402,845 | $309,971,928 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $148,718,106
- Investment income
- $23,787,719
- Net gain from sales of assets
- -$1,794,379
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $462,112
- Compensation of officers, directors and key employees
- $9,673,502
- Other salaries and wages
- $33,237,213
- Salaries, compensation and benefits (total)
- $50,835,296
- Professional fundraising fees
- $0
- Legal fees
- $479,905
- Accounting fees
- $580,119
- Occupancy
- $3,958,450
- Travel
- $439,703
- Depreciation
- $1,220,995
Balance sheet and other
- Total assets, start of year
- $3,473,374,773
- Total assets, end of year
- $3,396,098,525
- Total liabilities, end of year
- $3,089,186,009
- Net assets, end of year
- $306,912,516
- Land, buildings and equipment
- $18,878,782
- Publicly traded securities
- $288,313,263
- Gross unrelated business income
- $1,779,281
- Gross receipts
- $174,300,204
- Employees
- 530
- Volunteers
- 13
- Year formed
- 1957
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RODOLFO PEREIRA | PRESIDENT & CEO Officer | 40 | $6,121,092 | $61,406 |
| IE-CHEN CHENG | CHIEF FINANCIAL OFFICER Officer | 40 | $581,286 | $32,375 |
| ERNESTO NORONA | CHIEF OPERATIONS OFFICER Key employee | 40 | $496,462 | $68,228 |
| KELLY KARREN | FINANCIAL ADVISOR Highest-paid employee | 40 | $511,165 | $33,665 |
| MARCIA GIRARDI | CHIEF EXPERIENCE OFFICER Key employee | 40 | $459,511 | $49,503 |
| TONI DANIELS | CHIEF RISK & COMPLIANCE OFFICER Key employee | 40 | $461,750 | $35,744 |
| DAVID FITZGERALD | CHIEF LENDING OFFICER Key employee | 40 | $432,007 | $29,904 |
| SHELLEY TAM | CHIEF PEOPLE OFFICER Key employee | 40 | $385,552 | $68,367 |
| ANTHONY VELARDE | FINANCIAL ADVISOR Highest-paid employee | 40 | $346,546 | $43,070 |
| YE SU | VP, WEALTH MANAGEMENT Highest-paid employee | 40 | $335,384 | $46,195 |
| JASON WOLKOVE | CHIEF TECHNOLOGY OFFICER Key employee | 40 | $310,860 | $54,854 |
| TAMARA SCOTT | VP, RETAIL DELIVER Highest-paid employee | 40 | $275,901 | $51,282 |
| CHARLES KIM | VP, COMMERCIAL LENDING Highest-paid employee | 40 | $271,452 | $24,461 |
| GARY HOLMEN | DIRECTOR Trustee or director | 2 | $7,527 | $0 |
| BILL HAMPEL | SECRETARY/TREASURER Trustee or director, Officer | 3 | $5,367 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVA GOMEZ | VICE CHAIR Trustee or director, Officer | 3 | $3,853 |
| LARRY MARTIN | DIRECTOR Trustee or director | 2 | $3,504 |
| LARRY COLSON | DIRECTOR Trustee or director | 2 | $1,478 |
| WILLIAM COLE | DIRECTOR Trustee or director | 2 | $1,055 |
| ERIC GOLDNER | DIRECTOR Trustee or director | 2 | $817 |
| JOANN KLONOWSKI | CHAIR Trustee or director, Officer | 3 | $500 |
| MECHELLE BEST | DIRECTOR Trustee or director | 2 | $500 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RODOLFO PEREIRA | PRESIDENT & CEO Officer | 40 | $935,197 | $1,236,179 |
| ERNESTO NORONA | CHIEF OPERATIONS OFFICER Key employee | 40 | $405,717 | $67,249 |
| IE-CHEN CHENG | CHIEF FINANCIAL OFFICER Officer | 40 | $435,257 | $35,522 |
| MARCIA GIRARDI | CHIEF EXPERIENCE OFFICER Key employee | 40 | $383,515 | $50,142 |
| TONI DANIELS | CHIEF ADMINISTRATIVE OFFICER Key employee | 40 | $387,975 | $44,367 |
| KELLY KARREN | FINANCIAL ADVISOR Highest-paid employee | 40 | $389,924 | $33,397 |
| JANAKIRMANA YANDAPALLI | FORMER CHIEF TECH OFFICER Key employee | 40 | $341,134 | $42,965 |
| ANTHONY VELARDE | FINANCIAL ADVISOR Highest-paid employee | 40 | $314,705 | $43,294 |
| DAVID FITZGERALD | CHIEF LENDING OFFICER Key employee | 40 | $327,391 | $30,530 |
| SHELLEY TAM | CHIEF PEOPLE OFFICER Key employee | 40 | $288,197 | $64,369 |
| TAMARA SCOTT | VP, RETAIL DELIVER Highest-paid employee | 40 | $230,181 | $41,436 |
| CHARLES KIM | VP, COMMERCIAL LENDING Highest-paid employee | 40 | $240,550 | $22,874 |
| TODD HELMERSON | VP, RESIDENTIAL LENDING Highest-paid employee | 40 | $220,293 | $28,672 |
| GARY HOLMEN | CHAIR Trustee or director, Officer | 1 | $3,810 | $0 |
| BILL HAMPEL | DIRECTOR Trustee or director | 1 | $3,531 | $0 |
| WILLIAM COLE | DIRECTOR Trustee or director | 1 | $3,144 | $0 |
| EVA GOMEZ | SECRETARY/TREASURER Trustee or director, Officer | 1 | $3,029 | $0 |
| LARRY COLSON | DIRECTOR Trustee or director | 1 | $2,559 | $0 |
| ERIC GOLDNER | DIRECTOR Trustee or director | 1 | $2,158 | $0 |
| LARRY MARTIN | DIRECTOR Trustee or director | 1 | $2,108 | $0 |
| JOANN KLONOWSKI | VICE CHAIR Trustee or director, Officer | 1 | $400 | $0 |
| MECHELLE BEST | DIRECTOR Trustee or director | 1 | $400 | $0 |
Address and contacts
- Address (IRS master file)
- 19867 PRAIRIE ST, CHATSWORTH, CA 91311-6504
- In care of
- % SENIOR VICE PRESIDENT FINANCE
- Principal officer (990 for 2024)
- RODOLFO J PEREIRA, 19867 PRAIRIE STREET, CHATSWORTH, CA 91311
- Signed the 990
- RICHARD PIMENTEL, CHIEF FINANCIAL OFFICER
- Phone
- (818) 772-4011
- Website
- WWW.PREMIERAMERICA.COM
- Return prepared by
- RSM US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3442691 or by the name PREMIER AMERICA CREDIT UNION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
A COOPERATIVE ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONGST ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, PREMIER AMERICA CREDIT UNION (THE CREDIT UNION) CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS
Program accomplishments
- PREMIER AMERICA CREDIT UNION ENCOURAGED AND PROMOTED SAVINGS AND ACQUIRED 12,239 NEW MEMBERS IN 2024. TOTAL MEMBERSHIP STOOD AT 112,201 AS OF DECEMBER 31, 2024 WHILE THE ORGANIZATION CONTINUED TO PAY MEMBERS FAVORABLE DIVIDEND RATES ON THEIR SAVINGS.
- PREMIER AMERICA CREDIT UNION CONTINUED TO MEET THE MORTGAGE NEEDS OF FIRST-TIME HOME BUYERS. DURING THE YEAR, THE ORGANIZATION GRANTED 362 REAL ESTATE LOANS.
- PREMIER AMERICA CREDIT UNION'S CORE VALUES AND PURPOSE DRIVE OUR COMMITMENT TO SERVING MEMBERS AND LOCAL COMMUNITIES. IN 2024 OUR DEDICATION TO GIVING BACK WAS OF PARAMOUNT IMPORTANCE AS PREMIER AMERICA CREDIT UNION DONATED $381,983 TO LOCAL CHARITIES AND COMMUNITY ORGANIZATIONS AND TEAM MEMBERS INVESTED OVER 600 HOURS OF SERVICE TO NONPROFIT ORGANIZATIONS. PREMIER AMERICA CREDIT UNION IS FOCUSED ON PROVIDING SAFE, RESPONSIBLE AND AFFORDABLE FINANCIAL SERVICES TO HELP MEMBERS REACH THEIR DREAMS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3442691
- 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
- Group exemption
- 1526: CREDIT UNIONS IN THE STATE OF CALIFORNIA
- Assets (IRS master file)
- $3,396,098,525
- Income (IRS master file)
- $174,300,204
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $172,505,825 | $181,541,379 | $3,396,098,525 | XML |
| 990 | December 2023 | $158,602,721 | $150,631,543 | $3,473,374,773 | XML |
| 990 | December 2022 | $127,070,331 | $109,818,679 | $3,773,072,753 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 95-3442691).
Questions about PREMIER AMERICA CREDIT UNION
- What is the EIN of PREMIER AMERICA CREDIT UNION?
- The employer identification number (EIN) of PREMIER AMERICA CREDIT UNION is 95-3442691.
- Is PREMIER AMERICA CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1961.
- Are donations to PREMIER AMERICA CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PREMIER AMERICA CREDIT UNION 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 PREMIER AMERICA CREDIT UNION 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 PREMIER AMERICA CREDIT UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PREMIER AMERICA CREDIT UNION?
- The 990 for the year ended December 31, 2024 names RODOLFO J PEREIRA.
- Who are the officers and directors of PREMIER AMERICA CREDIT UNION?
- The 990 for the year ended December 31, 2024 lists 22 people; 22 received compensation from the organization, the highest $6,121,092 (RODOLFO PEREIRA, PRESIDENT & CEO).
- How much revenue does PREMIER AMERICA CREDIT UNION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $172,505,825, expenses of $181,541,379 and total assets of $3,396,098,525 at year end.
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