Adelfi Credit Union
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.
Key facts about Adelfi Credit Union
- EIN
- 95-6111723
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $105,000
- Grants made (2024)
- 12
- Average grant
- $8,750
- Median grant
- $10,000
- New grantees (estimate)
- 75% first-time grantees (9 of 12, 2024)
- Total assets
- $633,696,393
- Primary geography
- California (57% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Adelfi Credit Union funds
By grant dollars, the top recipient states for Adelfi Credit Union's 12 itemized 2024 grants were California (57%), South Carolina (10%) and Kansas (10%). 83% of grants with a stated purpose were for general or operating support.
Is Adelfi Credit Union open to new grantees?
75%
first-time grantees, 2024
In 2024, 9 of 12 grantees (75%) were first-time recipients. First grants averaged $8K; repeat grants $10K. How we count
Medians: $10K first-time, $10K repeat.
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Adelfi Credit Union
- How to evaluate Adelfi Credit Union as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Adelfi Credit Union with AI
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- Track this opportunity in a free grant tracker
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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
Ready to take the next step with Adelfi Credit Union?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2024 grant dollars.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Among its reported 2024 grants, the largest recipients include Mt Zion Baptist Church ($10,000), Legacy Inc ($10,000), NCCAA (National Christian College Athletic Association) ($10,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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
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
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.