Nonprofit · EIN 95-6111723
ADELFI CREDIT UNION
Tax-exempt · SAN DIMAS, CA 91773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $35,658,099 | $38,179,006 | -$2,520,907 | $633,696,393 | $550,283,501 | $83,412,892 |
| December 31, 2023 | 990 | $32,611,638 | $31,295,089 | $1,316,549 | $568,720,887 | $479,527,510 | $89,193,377 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $28,099,213
- Investment income
- $7,558,886
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $204,412
- Compensation of officers, directors and key employees
- $3,680,855
- Other salaries and wages
- $5,941,630
- Salaries, compensation and benefits (total)
- $13,471,858
- Professional fundraising fees
- $0
- Legal fees
- $60,811
- Accounting fees
- $224,959
- Occupancy
- $976,870
- Travel
- $49,025
- Depreciation
- $279,049
- Program services (functional)
- $38,179,006
Balance sheet and other
- Total assets, start of year
- $568,720,887
- Total assets, end of year
- $633,696,393
- Total liabilities, end of year
- $550,283,501
- Net assets, end of year
- $83,412,892
- Land, buildings and equipment
- $1,044,751
- Publicly traded securities
- $146,614,777
- Gross receipts
- $35,658,099
- Employees
- 105
- Volunteers
- 15
- Year formed
- 1964
- 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 |
|---|---|---|---|---|
| Abel Luis Pomar | Former President CEO Officer, Former | 40 | $776,486 | $43,199 |
| Nicki Harms | SVP CFO Officer | 40 | $443,890 | $49,041 |
| Bentley Hatcher | Former SVP Chief Lending Officer Officer, Former | 40 | $369,676 | $36,092 |
| Charles Kelly | SVP Chief Technology and Operations Officer Officer | 40 | $300,388 | $42,197 |
| Susan Rushing | SVP Chief Risk Officer/Interim CEO Officer | 40 | $310,708 | $25,509 |
| Jimmy Lee | SVP Chief Marketing Officer Officer | 40 | $281,710 | $40,910 |
| Carey Price | SVP Chief Banking Officer Officer | 40 | $292,098 | $13,279 |
| Wilhelmina Salcedo | VP Controller Highest-paid employee | 40 | $192,396 | $36,866 |
| Heath Burke | Former VP Information Technology Highest-paid employee, Former | 40 | $179,768 | $32,483 |
| Schuyler Francine | Deposit Business Development Officer Highest-paid employee | 40 | $171,709 | $35,947 |
| Brian Constable | Former VP Enterprise Banking Highest-paid employee, Former | 40 | $177,833 | $27,675 |
| Diana Reynolds | VP Compliance and Internal Controls Highest-paid employee | 40 | $184,193 | $19,117 |
| Christopher Montes | Vice-Chairman Trustee or director | 5 | $4,788 | $0 |
| Robert Todd Anderson | Chairman Trustee or director | 5 | $4,720 | $0 |
| Graham Crain | Director Trustee or director | 5 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sebastian Igreti | Director Trustee or director | 5 | $0 |
| Joshua Guttau | Director Trustee or director | 5 | $0 |
| Jeremy Anderson | Treasurer Trustee or director | 5 | $0 |
| John Bastian | Secretary Trustee or director | 5 | $0 |
| Hal Hoxie | Director Trustee or director | 5 | $0 |
| Hilda Kennedy | Director Trustee or director | 5 | $0 |
| Dave Walker | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Abel Luis Pomar | President CEO Officer | 40 | $824,550 | $49,634 |
| Nicolette Harms | SVP CFO Officer | 40 | $434,688 | $47,865 |
| Bentley Hatcher | SVP Chief Lending Officer Officer | 40 | $434,524 | $45,504 |
| Charles Kelly | SVP Chief Technology Officer Officer | 40 | $327,824 | $43,893 |
| Susan Rushing | SVP Chief Risk Officer Officer | 40 | $317,522 | $25,613 |
| Jimmy Lee | SVP Chief Marketing Officer Officer | 40 | $299,328 | $41,485 |
| Brian Constable | VP Enterprise Banking Highest-paid employee | 40 | $258,051 | $41,834 |
| David Steven | Director of Participation Operations Highest-paid employee, Former | 40 | $239,764 | $15,659 |
| Heath Burke | VP Information Technology Highest-paid employee | 40 | $202,467 | $41,114 |
| Wilhelmina Salcedo | VP Accounting Highest-paid employee | 40 | $189,547 | $36,543 |
| Dianna Reynolds | VP Compliance and Internal Controls Highest-paid employee | 40 | $195,565 | $19,476 |
| Carey Price | SVP Chief Banking Officer Officer | 40 | $72,979 | $3,270 |
| Robert Todd Anderson | Treasurer, Director Trustee or director | 5 | $6,294 | $0 |
| Christopher Montes | Vice-Chair, Director Trustee or director | 5 | $4,788 | $0 |
| Graham Crain | Chairman, Director Trustee or director | 5 | $0 | $0 |
| John Bastian | Secretary, Director Trustee or director | 5 | $0 | $0 |
| Joshua Guttau | Director Trustee or director | 5 | $0 | $0 |
| Sebastian Igreti | Director Trustee or director | 5 | $0 | $0 |
| Jeremy Anderson | Director Trustee or director | 5 | $0 | $0 |
| Hal Hoxie | Director Trustee or director | 5 | $0 | $0 |
| Hilda Kennedy | Director Trustee or director | 5 | $0 | $0 |
| Dave Walker | Director Trustee or director | 5 | $0 | $0 |
| Caryn Ryan | Secretary, Director (retired Dec23) Trustee or director, Former | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 255 N LONE HILL AVE, SAN DIMAS, CA 91773-2308
- Principal officer (990 for 2024)
- Susan Rushing, 135 S State College Blvd, Suite 500, Brea, CA 92821
- Signed the 990
- Nicolette Harms, SVP/CFO
- Phone
- (714) 671-5700
- Website
- WWW.ADELFIBANKING.COM
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6111723 or by the name ADELFI 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
Adelfi partners with individuals, families, Christ-centered ministries and businesses to protect, grow, and share their financial resources. Through their accounts at Adelfi, members help to advance the Kingdom, so that one (brother or sister in Christ) impacts many.
Program accomplishments
- Adelfi Credit Union provided credit union services to our members. Our membership totaled 16,289 as of December 31, 2024.Expenses $38,179,006 · grants $204,412 · revenue $35,658,099
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | Check at the IRS |
| 2022 | November 30, 2023 | April 15, 2024 | Check at the IRS |
IRS record
- EIN
- 95-6111723
- Tax-exempt status
- 501(c)(14): State-chartered credit union
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W61)
- Group exemption
- 1526: CREDIT UNIONS IN THE STATE OF CALIFORNIA
- Assets (IRS master file)
- $633,696,393
- Income (IRS master file)
- $35,658,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $35,658,099 | $38,179,006 | $633,696,393 | XML |
| 990 | December 2023 | $32,611,638 | $31,295,089 | $568,720,887 | XML |
| 990 | December 2022 | $55,925,105 | $26,687,502 | $574,129,929 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 95-6111723).
Questions about ADELFI CREDIT UNION
- What is the EIN of ADELFI CREDIT UNION?
- The employer identification number (EIN) of ADELFI CREDIT UNION is 95-6111723.
- Is ADELFI CREDIT UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(14) since 1965.
- Are donations to ADELFI CREDIT UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ADELFI 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 ADELFI CREDIT UNION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADELFI 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 ADELFI CREDIT UNION?
- The 990 for the year ended December 31, 2024 names Susan Rushing.
- Who are the officers and directors of ADELFI CREDIT UNION?
- The 990 for the year ended December 31, 2024 lists 22 people; 14 received compensation from the organization, the highest $776,486 (Abel Luis Pomar, Former President CEO).
- How much revenue does ADELFI CREDIT UNION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $35,658,099, expenses of $38,179,006 and total assets of $633,696,393 at year end.
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All nonprofits in SAN DIMAS · California · Public and societal benefit