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Adelfi Credit Union

BREA, CA EIN: 95-6111723 Website

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$633.7M

+11.4% YoY

Annual Giving

$105K

+24.5% YoY

Grant Count

12

+20.0% YoY

Avg Grant Size

$9K

+3.7% YoY

About Adelfi Credit Union

Based on IRS filings

Adelfi Credit Union is a nonprofit organization focused on Public, Societal Benefit, based in BREA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $633.7M in total assets. In 2024, it awarded 12 grants totaling $105K. Net investment income was $7.6M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

BentovilleBoringCastle RockColoradoElginFolsomGlendaleGrass ValleyGreenvilleKailua KonaLos AngelesManhattan BeachMcphersonMinneapolisNazarethNewport BeachOntarioOrangeOrlandoQuincy

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15M$31M$46M$62M20202021202220232024
Metric202420232022
Total Assets$633,696,393$568,720,887$574,129,929
Revenue$35,658,099$32,611,638$55,925,105
Expenses$38,179,006$31,295,089$26,687,502
Qualifying Distributions
Net Investment Income$7,558,886$4,343,440$31,576,174
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$26K$53K$79K$105K3 grants202011 grants202111 grants202210 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Mt Zion Baptist Church$10KLegacy Inc$10KNCCAA (National Christia…$10KHOPE Enterprises Inc$10KGroundwire (Champion Min…$10KUniversity of the Nation…$10KOlive Crest$10KONE&ALL Church$10KAtmosphere Church$7KCamp Agape$7K

Grant Size Distribution

47 grants across all recorded years

47<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mt Zion Baptist Church ($10,000), Legacy Inc ($10,000), NCCAA (National Christian College Athletic Association) ($10,000).

RecipientPurposeAmount
Mt Zion Baptist Church Ontario, CAHarvest Festival Outreach$10,000
Legacy Inc Visalia, CAGeneral Support$10,000
NCCAA (National Christian College Athletic Association) Greenville, SCGeneral Support$10,000
HOPE Enterprises Inc Wichita, KSGeneral Support$10,000
Groundwire (Champion Ministries Inc) Castle Rock, COGeneral Support$10,000
University of the Nations Kona Kailua Kona, HIArusha Accident Response Fund$10,000
Olive Crest Santa Ana, CAGeneral Support$10,000
ONE&ALL Church San Dimas, CAGeneral Support$10,000
Atmosphere Church Westlake Village, CAGeneral Support$7,000
Camp Agape Orange, CAGeneral Support$6,800

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Abel Luis PomarFormer President CEO$776KNicki HarmsSVP CFO$444KBentley HatcherFormer SVP Chief Lending Off…$370KSusan RushingSVP Chief Risk Officer/Inter…$311KCharles KellySVP Chief Technology and Ope…$300KCarey PriceSVP Chief Banking Officer$292KJimmy LeeSVP Chief Marketing Officer$282KWilhelmina SalcedoVP Controller$192KDiana ReynoldsVP Compliance and Internal C…$184KHeath BurkeFormer VP Information Techno…$180KBrian ConstableFormer VP Enterprise Banking$178KSchuyler FrancineDeposit Business Development…$172KChristopher MontesVice-Chairman$5KRobert Todd AndersonChairman$5K

From 2024 filing

NameTitleHoursCompensation
Abel Luis PomarFormer President CEO40$776,486
Nicki HarmsSVP CFO40$443,890
Bentley HatcherFormer SVP Chief Lending Officer40$369,676
Charles KellySVP Chief Technology and Operations Officer40$300,388
Susan RushingSVP Chief Risk Officer/Interim CEO40$310,708
Jimmy LeeSVP Chief Marketing Officer40$281,710
Carey PriceSVP Chief Banking Officer40$292,098
Wilhelmina SalcedoVP Controller40$192,396
Heath BurkeFormer VP Information Technology40$179,768
Schuyler FrancineDeposit Business Development Officer40$171,709
Brian ConstableFormer VP Enterprise Banking40$177,833
Diana ReynoldsVP Compliance and Internal Controls40$184,193
Christopher MontesVice-Chairman5$4,788
Robert Todd AndersonChairman5$4,720
Graham CrainDirector5
Sebastian IgretiDirector5
Joshua GuttauDirector5
Jeremy AndersonTreasurer5
John BastianSecretary5
Hal HoxieDirector5
Hilda KennedyDirector5
Dave WalkerDirector5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Adelfi Credit Union?

Adelfi Credit Union is a nonprofit organization focused on Public, Societal Benefit, based in BREA, CA. It holds $633.7M in total assets as of 2024.

How large is Adelfi Credit Union?

As of 2024, Adelfi Credit Union holds $633.7M in total assets with $35.7M in annual revenue. It awarded 12 grants totaling $105K in 2024.

Where does Adelfi Credit Union operate?

Adelfi Credit Union has awarded grants in Arkansas, Arizona, California, Colorado, Florida, Hawaii, Illinois, Kansas, Massachusetts, Minnesota, Oregon, Pennsylvania, South Carolina.

What size grants does Adelfi Credit Union award?

In 2024, Adelfi Credit Union awarded 12 grants totaling $105K — an average of about $9K per grant, based on its IRS Form 990 filings.

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.

Explore Open Grants

Browse active grant opportunities in Adelfi Credit Union's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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