Credit Union of Southern California
Credit Union of Southern California is a state-chartered credit union and cooperative financial institution based in Anaheim, California. Designated as a 501(c)(14) organization, it has been tax-exempt since September 1961. The organization operates as a member-owned cooperative that promotes thrift and savings among its members while providing access to credit at rates determined by the board of directors. The credit union offers comprehensive banking services including personal loans, checking accounts, credit cards, debit cards, ATM access, home banking, bill payment services, overdraft protection, and real estate financing through first and second trust deed loans.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.9B
-2.2% YoY
Annual Giving
$427K
+45.8% YoY
Grant Count
21
+16.7% YoY
Avg Grant Size
$20K
+25.0% YoY
Mission & Focus Areas
Credit Union of Southern California operates with a mission centered on member benefit and democratic control. The organization aims to help members achieve their financial goals—whether buying a home, planning for retirement, or opening their first savings account. The credit union distributes earnings, savings, benefits, and services to members as patronage, conducting business for the mutual benefit and general welfare of its membership.
Primary program areas include:
- Member Savings Services: Paying competitive dividends on member savings accounts
- Transaction Services: Managing member finances through checking accounts, debit cards, credit cards, ATM access, home banking, bill payment services, and overdraft protection
- Real Estate Lending: Providing first and second trust deed real estate loans to members
- Community Support: Philanthropic contributions to local organizations and causes
Grantmaking
Credit Union of Southern California makes grants to support community organizations and causes. Recent grantmaking activity includes:
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Geographic Focus
Where this funder awards grants
The organization primarily funds organizations in California and Utah, with particular emphasis on local Southern California communities.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $2,894,345,402
- Total Liabilities: $2,710,000,000 (approximate)
- Total Revenue: $204,857,864
- Total Expenses: $171,198,095
- Total Giving: $619,952
- Employees: 414
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,894,345,402 | $2,958,463,252 | $2,582,085,802 |
| Revenue | $204,857,864 | $179,480,392 | $120,210,205 |
| Expenses | $171,198,095 | $151,267,296 | $94,299,060 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $63,378,440 | $49,176,356 | $19,526,275 |
| 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
111 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Southern California Helping Hands ($149,304), Whittier Area Community Church ($28,000), Soroptimist International of Whittier ($25,900).
| Recipient | Purpose | Amount |
|---|---|---|
| SOUTHERN CALIFORNIA HELPING HANDS WHITTIER, CA | PROVIDE SUPPORT TO THE POOR AND FAMILIES IN NEED. | $149,304 |
| SHELTER'S RIGHT HAND WHITTIER, CA | TO PROVIDE SUPPORT AS AN AUXILIARY OF THE WOMEN'S AND CHILDREN'S CRISIS SHELTER. | $14,330 |
| WHITTIER HOST LIONS CLUB WHITTIER, CA | THE CLUB'S MISSION IS TO CARE FOR THE YOUTH, THE HEARING IMPAIRED, AND OTHERS IN NEED IN THE GREATER WHITTIER AREA. | $25,700 |
| SOROPTIMIST INTERNATIONAL OF WHITTIER WHITTIER, CA | TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGH PROGRAMS LEADING TO SOCIAL AND ECONOMIC EMPOWERMENT. | $25,900 |
| WHITTIER AREA COMMUNITY CHURCH WHITTIER, CA | OUR MISSION IS TO CREATE COMMUNITIES WHERE EVERY PERSON IS INVITED TO GATHER IN WORSHIP, GROW IN A SMALL GROUP, AND TO GO SERVE OUR WORLD. | $28,000 |
| CHILDREN'S MIRACLE NETWORK SALT LAKE CITY, UT | PROVIDES FINANCIAL SUPPORT FOR CHILDREN'S HOSPITALS ACROSS NORTH AMERICA. | $20,200 |
| RIO HONDO COLLEGE FOUNDATION WHITTIER, CA | ASSISTING THE COLLEGE IN MEETING ITS COMMITMENT TO STUDENT SUCCESS BY AWARDING SCHOLARSHIPS. | $12,300 |
| INTERFAITH FOOD CENTER SANTA FE SPRINGS, CA | THE INTERFAITH FOOD CENTER IS A NON-FAITH-BASED, NON-PROFIT 501(C)(3) CHARITY ORGANIZATION DEDICATED TO MEETING THE NEEDS OF OUR HUNGRY AND HOMELESS NEIGHBORS IN WHITTIER, LA MIRADA AND SANTA FE SPRINGS. | $15,000 |
| BOYS AND GIRLS CLUB OF WHITTIER WHITTIER, CA | ENABLE YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $13,500 |
| WHITTIER UNION HIGH SCHOOL DISTRICT EDUCATIONAL FOUNDATION WHITTIER, CA | SCHOLARSHIP DONATIONS TO CURRENTLY ENROLLED STUDENTS. | $14,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRIS GEORGE | CHAIRPERSON | 1 | — |
| ELIZABETH CAMP | VICE CHAIRPERSON | 1 | $1,450 |
| JOHN ROSENBERGER | TREASURER | 1 | $652 |
| CHRIS STONE | SECRETARY | 1 | $2,981 |
| ROBYN BJORKLUND | FORMER CHAIRPERSON | 1 | — |
| PAUL MOORE | DIRECTOR | 1 | $685 |
| DAWNNA LAWRENCE | DIRECTOR | 1 | $1,917 |
| GIL RODRIGUEZ | DIRECTOR | 1 | — |
| CONNIE ZAPPONE | DIRECTOR | 1 | — |
| DONA MOSELEY | CORPORATE ADVISORY BOARD MEMBER | 1 | — |
| STEPHANIE CUEVAS | CORPORATE ADVISORY BOARD MEMBER | 1 | — |
| BOB TOOHEY | SUPV CMTE CHAIRPERSON | 1 | — |
| DAVE YAMASHITA | SUPV CMTE MEMBER | 1 | $743 |
| JUDY MILLER | SUPV CMTE MEMBER | 1 | — |
| GREG KELLEY | SUPV CMTE MEMBER | 1 | — |
| ROSIE ROBINSON | SUPV CMTE MEMBER | 1 | — |
| DAVE GUNDERSON | PRESIDENT/CEO | 40 | $1,528,695 |
| KATSU DURST | CFO | 40 | $620,985 |
| SUZANNE KISSLAN | COO | 40 | $596,478 |
| ALISSA GUERRERO | CAO | 40 | $477,357 |
| MICHELLE HUNTER | CCXO | 40 | $374,501 |
| SEVAN YAKINIAN | CTO | 40 | $354,547 |
| PETER PUTNAM | SVP, TREASURY | 40 | $395,794 |
| DAREN LINHARES | SVP, LENDING | 40 | $294,849 |
| KATIE MARIE SMITH | SVP, HUMAN RESOURCES | 40 | $281,994 |
| AARON YOUNG | SVP, BRANCH OPS/RETAIL BANKING | 40 | $278,496 |
| ERIC DAY | SVP, BOARD ADVOCACY & STRATEGIC INITIATIVE | 40 | $174,908 |
| MICHAEL GENNAWEY | PRODUCING PROGRAM MANAGER | 40 | $431,879 |
| RYAN GALLO | PRODUCING PROGRAM MANAGER | 40 | $416,448 |
| SUSAN CONJURSKI | VP STRATEGIC INITIATIVES | 40 | $412,831 |
| PAUL JARIABEK | VP ENGINEERING & CISO | 40 | $336,292 |
| PATRICIA HOLCOMB | VP INFORMATION TECHNOLOGY | 40 | $257,790 |
Recent News & Activity
Recent developments and announcements
Credit Union of Southern California has made significant philanthropic contributions to local organizations. The organization donated more than $200,000 to local organizations and charities, demonstrating ongoing commitment to community support beyond its core grantmaking activities.
Credit Union of Southern California donates more than $200K to local organizationsThe credit union continues to expand its service offerings and member base, with recent acquisitions including Pacific Transportation Federal Credit Union (2023), Printing Industries Credit Union (2023), and Fairview Credit Union (2015).
Credit Union of Southern California donates more than $200K to local organizationsFrequently Asked Questions
What does Credit Union of Southern California fund?
Credit Union of Southern California operates with a mission centered on member benefit and democratic control. The organization aims to help members achieve their financial goals—whether buying a home, planning for retirement, or opening their first savings account. The credit union distributes earnings, savings, benefits, and services to members as patronage, conducting business for the mutual benefit and general welfare of its membership. Primary program areas include: • **Member Savings Serv…
How do I apply for a grant from Credit Union of Southern California?
Credit Union of Southern California makes grants to support community organizations and causes. Recent grantmaking activity includes: • **Cu Socal Helping Hands**: $149,304 (2024) to provide support to the poor and families in need • **Whittier Area Community Church**: Grant recipient (2024) Total giving reported for 2024 was $619,952. Grant amounts typically range from approximately $5,015 to $154,675. The organization's grantmaking priorities focus on education, philanthropy, voluntarism and …
Where does Credit Union of Southern California make grants?
The organization primarily funds organizations in California and Utah, with particular emphasis on local Southern California communities.
What size grants does Credit Union of Southern California award?
In 2024, Credit Union of Southern California awarded 21 grants totaling $427K — an average of about $20K per grant, based on its IRS Form 990 filings.
What is Credit Union of Southern California's EIN?
Credit Union of Southern California's EIN (Employer Identification Number) is 95-1818041. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Credit Union of Southern California's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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