California Coast Credit Union
California Coast Credit Union (credit union) is a cooperative, organized for the purpose of promoting thrift and savings among its members, creating a source of credit for them at rates of interest set by the board of directors, and providing an opportunity for them to use and control their own money on a democratic basis in order to improve their economic and social condition. As a cooperative, the credit union conducts its business for the mutual benefit and general welfare of its members with the earnings, savings, benefits, or services of the credit union being distributed to its members as patrons.
Key facts about California Coast Credit Union
In short: California Coast Credit Union gave $88K across 4 grants in 2024 (avg $22K), mostly in California. Source: 2024 IRS Form 990.
- EIN
- 95-1185803
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $87,500
- Grants made (2024)
- 4
- Average grant
- $21,875
- Median grant
- $15,000
- Total assets
- $3,359,400,333
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$3.4B
+2.2% YoY
Annual Giving
$88K
+45.8% YoY
Grant Count
4
+100.0% YoY
Avg Grant Size
$22K
-27.1% YoY
How California Coast Credit Union gives
- Giving grew 46% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
About California Coast Credit Union
Based on IRS filings
California Coast Credit Union is a public charity, based in San Diego, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.4B in total assets. In 2024, it awarded 4 grants totaling $88K. Net investment income was $31.4M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $55K (2022) to $88K (2024). In 2024 it made 4 grants totaling $88K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Cal Coast Cares Foundation ($50K). Together the top 4 received $88K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 6 grants of 10 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cal Coast Cares Foundation San Diego, CA | Support CCCU Employees with Hardship Circumstanses | $50,000 |
| Orange Wave Foundation San Diego, CA | Support Philanthropic Events for Students and Teachers | $20,000 |
| San Diego Humane Society San Diego, CA | Support Animal Welfare, Adoption, Vet, and Training | $10,000 |
| Logan Heights Community Development Corp San Diego, CA | Logan Heights Community Flood Relief Fund | $7,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,359,400,333 | $3,287,677,887 | $3,475,789,984 |
| Revenue | $167,593,351 | $152,463,185 | $133,395,792 |
| Expenses | $145,762,099 | $124,104,578 | $98,775,111 |
| Net Investment Income | $31,396,025 | $32,346,215 | $26,502,834 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 17, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 15, 2025)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
California Coast Credit Union is led by Todd Lane, CEO on every filing since 2021; 18 of 22 officers listed in 2024 are compensated.
Officers on the 2024 filing
Todd Lane
CEO
On filings since 2021
40 hrs/week
$881K (2021) → $1.2M (2024)
Steve McMahon
Chair
Director → Vice Chair, 2023
Vice Chair → Chair, 2024
On filings since 2021
4 hrs/week
No compensation reported
Barbara K. Brooks
Director
Secretary → Former Secretary, 2023
Former Secretary → Director, 2024
On filings since 2021
2 hrs/week
$2K (2023) → $708 (2024)
Meisha Sherman
Director
Chair → Director, 2022
On filings since 2021
2 hrs/week
$1K (2022) → $3K (2024)
Richard J. Knott
Director
Vice Chair → Chair, 2023
Chair → Director, 2024
On filings since 2021
2 hrs/week
$2K (2024)
Ron Villa
Director
Chair → Former Chair, 2023
Former Chair → Director, 2024
On filings since 2021
2 hrs/week
$3K (2023) → $2K (2024)
Warren Ruis
Director
Director → Secretary, 2023
Secretary → Director, 2024
On filings since 2022
2 hrs/week
$2K (2024)
Monte Jones
Director
New on the 2024 filing
2 hrs/week
$2K (2024)
Jay Shepard
Director
On filings since 2021
2 hrs/week
No compensation reported
Rachel Miller
Director
New on the 2024 filing
2 hrs/week
No compensation reported
Antonia Luna
Executive Vice President & Member Delivery
Senior Vice President & Operations → Executive Vice President & Member Delivery, 2024
On filings since 2021
40 hrs/week
$240K (2021) → $330K (2024)
Gregory Cornell
Former Executive Vice President - Member Experience
Senior Vice President & Marketing → Former Executive Vice President - Member Experience, 2024
On filings since 2021
40 hrs/week
$228K (2021) → $269K (2024)
Katherine Cady
COO
On filings since 2021
40 hrs/week
$431K (2021) → $1.1M (2024)
Matthew Ficco
CFO
On filings since 2021
40 hrs/week
$311K (2021) → $428K (2024)
Mitzi Zarcone
Clo
On filings since 2021
40 hrs/week
$271K (2021) → $419K (2024)
Steve Volle
Senior Vice President & Real Estate Lending
Senior Vice President & Real Estate → Senior Vice President & Real Estate Lending, 2024
On filings since 2021
40 hrs/week
$225K (2021) → $288K (2024)
Vasudevan Sambasivam
CIO
On filings since 2021
40 hrs/week
$186K (2021) → $483K (2024)
Heather Toudle
Senior Vice President & Commercial Lending
On filings since 2023
40 hrs/week
$246K (2023) → $273K (2024)
Kellen Gill
Caro
New on the 2024 filing
40 hrs/week
$325K (2024)
Tim Mulligan
Chro
New on the 2024 filing
40 hrs/week
$277K (2024)
Yen Tu
Secretary
New on the 2024 filing
4 hrs/week
$2K (2024)
Lan Nguyen
Vice Chair
Director → Vice Chair, 2024
On filings since 2022
4 hrs/week
No compensation reported
Former officers (8)
- Former: Gary Atkinson (2021–2023) — Former Director
- Former: Mila Pascua (2021–2023) — Caro
- Former: Rene McKee (2021–2023) — Senior Vice President, Committee & Pub Relations
- Former: Barbara Krol (2021–2022) — Former Chro
- Former: Bruce Husson (2021–2022) — Former Director
- Former: Fred Mehlick (2021–2022) — Former Director
- Former: Lori Duran (2021–2022) — Former Senior Vice President & Operations
- Former: Robert Disotell (2021) — Clo
Data from IRS Form 990 filings, 2021–2024. "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 $1.2M, to Todd Lane (CEO). 18 officers or directors reported compensation on that filing.
Frequently asked questions about California Coast Credit Union
How much does California Coast Credit Union give each year?
California Coast Credit Union gave $88K across 4 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $60K across 2 grants.
What is California Coast Credit Union's typical grant size?
California Coast Credit Union's median grant in 2024 was $15,000, and its average grant was $21,875, across 4 grants on its 2024 IRS Form 990.
Where does California Coast Credit Union give grants?
California Coast Credit Union gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were San Diego, CA (4 grants).
Does California Coast Credit Union give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on California Coast Credit Union's 2024 IRS Form 990 were described as general or operating support.
How large is California Coast Credit Union?
California Coast Credit Union reported $3.4B in total assets on its 2024 IRS Form 990. Its revenue that year was $167.6M.
What is California Coast Credit Union's EIN?
California Coast Credit Union's EIN (Employer Identification Number) is 95-1185803. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching California Coast Credit Union by hand.
Explore Open Grants
Browse active grant opportunities in California Coast Credit Union's focus areas in our free grants database
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California Coast Credit Union down — hundreds of funders to go?