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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Abel Luis Pomar | Former President CEO | 40 | $776,486 |
| Nicki Harms | SVP CFO | 40 | $443,890 |
| Bentley Hatcher | Former SVP Chief Lending Officer | 40 | $369,676 |
| Charles Kelly | SVP Chief Technology and Operations Officer | 40 | $300,388 |
| Susan Rushing | SVP Chief Risk Officer/Interim CEO | 40 | $310,708 |
| Jimmy Lee | SVP Chief Marketing Officer | 40 | $281,710 |
| Carey Price | SVP Chief Banking Officer | 40 | $292,098 |
| Wilhelmina Salcedo | VP Controller | 40 | $192,396 |
| Heath Burke | Former VP Information Technology | 40 | $179,768 |
| Schuyler Francine | Deposit Business Development Officer | 40 | $171,709 |
| Brian Constable | Former VP Enterprise Banking | 40 | $177,833 |
| Diana Reynolds | VP Compliance and Internal Controls | 40 | $184,193 |
| Christopher Montes | Vice-Chairman | 5 | $4,788 |
| Robert Todd Anderson | Chairman | 5 | $4,720 |
| Graham Crain | Director | 5 | — |
| Sebastian Igreti | Director | 5 | — |
| Joshua Guttau | Director | 5 | — |
| Jeremy Anderson | Treasurer | 5 | — |
| John Bastian | Secretary | 5 | — |
| Hal Hoxie | Director | 5 | — |
| Hilda Kennedy | Director | 5 | — |
| Dave Walker | Director | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Yale Ave Housing Inc
LAKE FOREST, CA
Assets
$25K
Grants
1
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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