Adelfi Credit Union
Adelfi Credit Union is a Brea, California-based credit union, formed in 1964, whose stated mission is to partner with individuals, families, Christ-centered ministries, and businesses to protect, grow, and share financial resources. Its 2024 filing describes its filing type as Form 990 (a public charity) and reports 16,289 members at year-end. The organization’s website describes AdelFi Christian Banking as the unified brand following its union with Christian Community Credit Union.
Adelfi Credit Union at a glance
In short: Adelfi Credit Union gave $105K across 12 grants in 2024 (avg $9K), mostly in California. 75% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $105,000
- +24.5% vs 2023
- Grants made (2024)
- 12
- +20.0% vs 2023
- Average grant
- $8,750
- +3.7% vs 2023
- Median grant
- $10,000
- Total assets
- $633,696,393
- +11.4% vs 2023
- New grantees (estimate)
- 75% first-time grantees (9 of 12, 2024; small sample)
- Primary geography
- California (57% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Adelfi Credit Union
- Contact
Mailing address: 135 S State College Blvd Suite 500, Brea, CA 92821
Phone: (714) 671-5700
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Adelfi Credit Union funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Mt Zion Baptist Church ($10K). Together the top 10 received $94K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 47 grants of 47 (100%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went primarily to California recipients, which received 57% of the total. South Carolina, Kansas, Colorado, and Hawaii each received 10%. The listed grants also included Water for Good in Arkansas. These figures describe the reported 2024 grant distribution and do not establish a broader geographic focus.
Grant Distribution by State
Share of 2024 grant dollars across all 12 itemized grants.
States
Cities
Is Adelfi Credit Union open to new grantees?
75%
first-time grantees, 2024
In 2024, 9 of 12 grantees (75%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $8K; repeat grants $10K. How we count
Medians: $10K first-time, $10K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $23K (2020) to $105K (2024). In 2024 it made 12 grants totaling $105K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mt Zion Baptist Church Ontario, CA | Harvest Festival Outreach | $10,000 |
| Legacy Inc Visalia, CA | General Support | $10,000 |
| NCCAA (National Christian College Athletic Association) Greenville, SC | General Support | $10,000 |
| HOPE Enterprises Inc Wichita, KS | General Support | $10,000 |
| Groundwire (Champion Ministries Inc) Castle Rock, CO | General Support | $10,000 |
| University of the Nations Kona Kailua Kona, HI | Arusha Accident Response Fund | $10,000 |
| Olive Crest Santa Ana, CA | General Support | $10,000 |
| ONE&ALL Church San Dimas, CA | General Support | $10,000 |
| Atmosphere Church Westlake Village, CA | General Support | $7,000 |
| Camp Agape Orange, CA | General Support | $6,800 |
Ready to take the next step with Adelfi Credit Union?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $633,696,393 | $35,658,099 | $38,179,006 | $105,000 | 12 | $7,558,886 |
| 2023 | $568,720,887 | $32,611,638 | $31,295,089 | $84,352 | 10 | $4,343,440 |
| 2022 | $574,129,929 | $55,925,105 | $26,687,502 | $98,100 | 11 | $31,576,174 |
| 2021 | $581,626,285 | $28,833,894 | $23,029,866 | $84,500 | 11 | $1,104,978 |
| 2020 | $662,356,232 | $25,320,189 | $27,973,244 | $23,000 | 3 | $1,962,790 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
AdelFi’s stated mission is to partner with individuals, families, Christ-centered ministries, and businesses to protect, grow, and share their financial resources, so that one member’s financial activity can help advance the Kingdom and impact others.
The 2024 grants show support for a range of Christian and community organizations. For example, Olive Crest describes its work as providing safe homes, counseling, and education for children and families in crisis. Champion Ministries describes its mission as Christian outreach to marginalized and at-risk youth and young adults. Hope Enterprises says it administers affordable housing programs and services intended to help low- and moderate-income residents break the cycle of poverty. The National Christian College Athletic Association describes its mission as using athletic competition as part of education, evangelism, and encouragement at Christ-centered institutions. Legacy says it builds individuals and organizations to live out God’s purpose, while Rivers Edge Ranch describes teaching responsibility and life skills to men recovering from addiction and prison through Christian teaching and guidance.
Grantmaking
In 2024, AdelFi reported 12 grants totaling $105,000. Grant amounts ranged from $5,600 to $10,000, with a median of $10,000. Its filing narrative describes an internal process in which officials recommend grants to appropriate 501(c)(3) organizations aligned with AdelFi’s mission; the board chair or supervisory committee chair approves recommendations, and a board liaison processes them. The CEO’s authority to make grants for missionaries is assigned to the AdelFi Missions Committee.
Notable 2024 grants included $10,000 each to Mt Zion Baptist Church for Harvest Festival Outreach; Legacy Inc, NCCAA, HOPE Enterprises Inc, Groundwire (Champion Ministries Inc), University of the Nations Kona for the Arusha Accident Response Fund, Olive Crest, and ONE&ALL Church, each listed for general support except where noted. Other listed grants included $7,000 to Atmosphere Church for general support, $6,800 to Camp Agape for general support, and $5,600 each to Water for Good and Rivers Edge Ranch for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and directors listed on AdelFi’s 2024 filing include Abel Luis Pomar, Former President CEO; Nicki Harms, SVP CFO; Bentley Hatcher, Former SVP Chief Lending Officer; Charles Kelly, SVP Chief Technology and Operations Officer; Susan Rushing, SVP Chief Risk Officer/Interim CEO; Jimmy Lee, SVP Chief Marketing Officer; Carey Price, SVP Chief Banking Officer; Wilhelmina Salcedo, VP Controller; Heath Burke, Former VP Information Technology; and Schuyler Francine, Deposit Business Development Officer.
Adelfi Credit Union is led by Susan B Rushing, Senior Vice President Chief Risk Officer & Interim CEO since 2024 (on filings since 2020); 14 of 22 officers listed in 2024 are compensated.
Officers on the 2024 filing
Susan B Rushing
Senior Vice President Chief Risk Officer & Interim CEO
Senior Vice President & Chief Risk Officer → Senior Vice President Chief Risk Officer, 2023
Senior Vice President Chief Risk Officer → Senior Vice President Chief Risk Officer & Interim CEO, 2024
On filings since 2020
40 hrs/week
$273K (2020) → $311K (2024)
Robert Todd Anderson
Chairman
Treasurer & Director → Chairman, 2024
On filings since 2023
5 hrs/week
$6K (2023) → $5K (2024)
Graham Crain
Director
Secretary, Director & Chairman → Chairman & Director, 2022
Chairman & Director → Director, 2024
On filings since 2020
5 hrs/week
No compensation reported
Sebastian Igreti
Director
On filings since 2020
5 hrs/week
No compensation reported
Joshua Guttau
Director
On filings since 2021
5 hrs/week
No compensation reported
Hal Hoxie
Director
On filings since 2022
5 hrs/week
No compensation reported
Hilda Kennedy
Director
On filings since 2022
5 hrs/week
No compensation reported
Dave Walker
Director
On filings since 2023
5 hrs/week
No compensation reported
Abel Luis Pomar
Former President CEO
President & CEO → President CEO, 2023
President CEO → Former President CEO, 2024
On filings since 2020
40 hrs/week
$442K (2020) → $776K (2024)
Brian Constable
Former Vice President Enterprise Banking
Vice President & Enterprise Banking → Vice President Enterprise Banking, 2023
Vice President Enterprise Banking → Former Vice President Enterprise Banking, 2024
On filings since 2020
40 hrs/week
$250K (2020) → $178K (2024)
Charles Kelly
Senior Vice President Chief Technology & Operations Officer
Senior Vice President, Chief Technology & Operations Officer → Senior Vice President Chief Technology Officer, 2023
Senior Vice President Chief Technology Officer → Senior Vice President Chief Technology & Operations Officer, 2024
On filings since 2020
40 hrs/week
$349K (2020) → $300K (2024)
Heath Burke
Former Vice President Information Technology
Vice President Information Technology → Former Vice President Information Technology, 2024
On filings since 2020
40 hrs/week
$179K (2020) → $180K (2024)
Bentley Hatcher
Former Senior Vice President Chief Lending Officer
Senior Vice President & Chief Lending Officer → Senior Vice President Chief Lending Officer, 2023
Senior Vice President Chief Lending Officer → Former Senior Vice President Chief Lending Officer, 2024
On filings since 2021
40 hrs/week
$251K (2021) → $370K (2024)
Christopher Montes
Vice Chairman
Director → Vice Chair & Director, 2022
Vice Chair & Director → Vice Chairman, 2024
On filings since 2021
5 hrs/week
$5K (2023) → $5K (2024)
Jimmy Lee
Senior Vice President Chief Marketing Officer
Senior Vice President & Chief Marketing Officer → Senior Vice President Chief Marketing Officer, 2023
On filings since 2022
40 hrs/week
$255K (2022) → $282K (2024)
Carey Price
Senior Vice President Chief Banking Officer
On filings since 2023
40 hrs/week
$73K (2023) → $292K (2024)
Diana Reynolds
Vice President Compliance & Internal Controls
On filings since 2023
40 hrs/week
$196K (2023) → $184K (2024)
Wilhelmina Salcedo
Vice President Controller
Vice President Accounting → Vice President Controller, 2024
On filings since 2023
40 hrs/week
$190K (2023) → $192K (2024)
Nicki Harms
Senior Vice President CFO
New on the 2024 filing
40 hrs/week
$444K (2024)
Schuyler Francine
Deposit Business Development Officer
New on the 2024 filing
40 hrs/week
$172K (2024)
Jeremy Anderson
Treasurer
Director → Treasurer, 2024
On filings since 2021
5 hrs/week
No compensation reported
John Bastian
Secretary
Secretary & Director → Secretary, 2024
On filings since 2022
5 hrs/week
No compensation reported
Former officers (19)
- Former: Caryn Ryan (2020–2023) — Secretary & Director
- Former: Nicolette Harms (2022–2023) — Senior Vice President CFO
- Former: David Steven (2023) — Director of Participation Operations
- Former: Gregory C Talbott (2020–2022) — Senior Vice President & CFO
- Former: Holly Culhane (2020–2022) — Vice Chair & Director
- Former: James Babbage (2020–2022) — Director of Commercial Banking
- Former: R Todd Anderson (2020–2022) — Treasurer & Director
- Former: Van E Elliott (2020–2022) — Director
- Former: Gilbert Walden (2022) — Senior Relationship Manager
- Former: Joel Santiago (2022) — Senior Relationship Manager
- Former: C Richard Ferree (2020–2021) — Director
- Former: Samuel C Wolgemuth (2020–2021) — Director
- Former: Christopher Hernandez (2021) — Senior Relationship Manager
- Former: Paul Fritz (2021) — Senior Member Experience Analyst
- Former: Sheri Valadez (2021) — Director of Loan Servicing
- Former: Jeanie Graubner (2020) — Vice President Accounting
- Former: Jeremy Moser (2020) — Treasurer & Director
- Former: Kendall Benson (2020) — Vice President Credit Manager
- Former: Mark Middlebrook (2020) — Senior Vice President & Chief Marketing Officer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $776K, to Abel Luis Pomar (Former President CEO). 14 officers or directors reported compensation on that filing.
Frequently asked questions about Adelfi Credit Union
How much does Adelfi Credit Union give each year?
Adelfi Credit Union gave $105K across 12 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $84K across 10 grants.
What is Adelfi Credit Union's typical grant size?
Adelfi Credit Union's median grant in 2024 was $10,000, and its average grant was $8,750, across 12 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Adelfi Credit Union that year got $8K on average.
Where does Adelfi Credit Union give grants?
Adelfi Credit Union gives mostly in California: 57% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest states were South Carolina (10%) and Kansas (10%).
Does Adelfi Credit Union give general operating support?
Yes: 83% of Adelfi Credit Union's 2024 grants with a stated purpose (10 of 12) were for general or operating support, per its 2024 IRS Form 990.
Who are Adelfi Credit Union's largest grantees?
Adelfi Credit Union's largest 2024 grantees include Mt Zion Baptist Church ($10,000), Legacy Inc ($10,000) and NCCAA (National Christian College Athletic Association) ($10,000), according to its 2024 IRS Form 990. Together they received 29% of its itemized 2024 grant dollars.
How large is Adelfi Credit Union?
Adelfi Credit Union reported $633.7M in total assets on its 2024 IRS Form 990. Its revenue that year was $35.7M.
What does Adelfi Credit Union fund?
AdelFi’s stated mission is to partner with individuals, families, Christ-centered ministries, and businesses to protect, grow, and share their financial resources, so that one member’s financial activity can help advance the Kingdom and impact others. See mission & focus areas ↑
How do I apply for a grant from Adelfi Credit Union?
Adelfi Credit Union has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Adelfi Credit Union's EIN?
Adelfi Credit Union's EIN (Employer Identification Number) is 95-6111723. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS July 19, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 26, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 23, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 29, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS June 9, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Adelfi Credit Union funds
Public, Societal Benefit Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Adelfi Credit Union's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in California
Christian Community Foundation Inc
Colorado Springs, CO
WaterStone supports domestic and international nonprofits, including Christian ministries and charitable and educational organizations, through donor-directed grants; eligible organizations must be IRS-recognized 501(c)(3)s whose mission aligns with its Statement of Faith. Its 2025 grants had a median of $20,000, with awards ranging from $5,028 to $11 million, and were concentrated in Texas and Colorado. Grant recommendations come from donor-advised fund holders; the profile does not state that it accepts unsolicited requests.
Assets
$746.4M
Grants
1,651
Total Given
$161.8M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Orange County Community Foundation
Irvine, CA
The Orange County Community Foundation supports a wide range of causes, including human services, education, health, arts, the environment, and community development, primarily in Orange County and also beyond. Its 2025 grants had a median of $25,000, though amounts varied widely; it does not accept unsolicited requests.
Assets
$743.6M
Grants
975
Total Given
$120.4M
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
—
Grants
65
Total Given
$7.2M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
More similar funders
More Funders in California
Cite this profile
Grantable. (2026). Adelfi Credit Union funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/adelfi-credit-union-morg_c824bf383a184572ab52dc1f4f73a7b7
BibTeX
@misc{grantable_956111723_2026,
author = {{Grantable}},
title = {{Adelfi Credit Union funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/adelfi-credit-union-morg_c824bf383a184572ab52dc1f4f73a7b7},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Adelfi Credit Union's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Adelfi Credit Union down — hundreds of funders to go?