Excite Credit Union
EXCITE 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 CONDITIONS. AS A COOPERATIVE, EXCITE 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 Excite Credit Union
- EIN
- 94-1243656
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $569,500
- Grants made (2024)
- 16
- Average grant
- $35,594
- Median grant
- $25,000
- New grantees (estimate)
- 63% first-time grantees (10 of 16, 2024)
- Total assets
- $625,719,041
- Primary geography
- California (100% 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 Excite Credit Union funds
By grant dollars, the top recipient states for Excite Credit Union's 16 itemized 2024 grants were California (100%). The most frequent recipient cities were San Jose, CA (13 grants) and Wilmington, CA (2 grants). None of its 16 grants with a stated purpose were described as general or operating support.
Is Excite Credit Union open to new grantees?
63%
first-time grantees, 2024
In 2024, 10 of 16 grantees (63%) were first-time recipients. First grants averaged $44K; repeat grants $21K. How we count
Medians: $30K first-time, $15K 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 Excite Credit Union
- How to evaluate Excite Credit Union as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Excite 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
$625.7M
-11.0% YoY
Annual Giving
$570K
+99.7% YoY
Grant Count
16
+45.5% YoY
Avg Grant Size
$36K
+37.3% YoY
About Excite Credit Union
Based on IRS filings
Excite Credit Union is a nonprofit organization, based in San Jose, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $625.7M in total assets. In 2024, it awarded 16 grants totaling $570K. Net investment income was $4.1M.
Ready to take the next step with Excite Credit Union?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 16 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $625,719,041 | $702,664,031 | $720,500,856 |
| Revenue | $38,299,339 | $40,865,548 | $32,546,340 |
| Expenses | $48,985,788 | $38,489,692 | $28,915,227 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $4,074,943 | $3,711,810 | $2,292,589 |
| 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
63 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Amigos De Guadalupe Center for Justice ($112,500), San Jose Grail Family Services Inc ($105,000), Hispanic Foundation of Silicon Valley ($81,500).
| Recipient | Purpose | Amount |
|---|---|---|
| AMIGOS DE GUADALUPE CENTER FOR JUSTICE San Jose, CA | TO ASSIST IN ENSURING THAT THE BASIC NEEDS OF OUR COMMUNITY ARE MET, DELIVER HIGH- QUALITY PROGRAMS, AND MOBILIZE AND ORGANIZE FOR JUSTICE. | $112,500 |
| SAN JOSE GRAIL FAMILY SERVICES INC San Jose, CA | TO PROMOTE CHILDREN'S SUCCESS AND WELL-BEING. | $105,000 |
| HISPANIC FOUNDATION OF SILICON VALLEY San Jose, CA | TO SUPPORT INDIVIDUALS IN TERMS OF HEALTH, EDUCATION & LEADERSHIP OF THE HISPANIC COMMUNITY IN SILICON VALLEY. | $81,500 |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY San Jose, CA | TO SERVE AND ADVOCATE FOR INDIVIDUALS AND FAMILIES IN NEED, ESPECIALLY THOSE LIVING IN POVERTY, AND TO CREATE A MORE JUST AND COMPASSIONATE COMMUNITY. | $50,000 |
| SUNDAY FRIENDS FOUNDATION San Jose, CA | TO ASSIST IN BREAKING THE GENERATIONAL CYCLE OF POVERTY BY FOSTERING POSITIVE DEVELOPMENT IN CHILDREN WHILE EDUCATING AND GUIDING PARENTS TO SUPPORT THEIR CHILDREN'S LIFE SUCCESS. | $50,000 |
| ALUM ROCK UNION SCHOOL DISTRICT San Jose, CA | TO PROVIDE STUDENTS WITH HIGH-QUALITY, 21ST-CENTURY LEARNING THAT BUILDS UPON THE DIVERSE COMMUNITY TO PREPARE THEM AS LIFELONG LEARNERS AND FUTURE PROFESSIONALS. | $30,000 |
| EAST SIDE UNION HIGH SCHOOL DISTRICT San Jose, CA | TO SUPPORT THE SCHOOL IN EDUCATING STUDENTS AND PROVIDING SUPPORT AND ENHANCEMENT OF EXTRACURRICULAR, EDUCATIONAL, AND ATHLETIC OPPORTUNITIES FOR STUDENTS. | $30,000 |
| THE HEALING PLACE OF NEW HANOVER COUNTY Wilmington, CA | TO ASSIST IN THE ORGANIZATION IN TRANSFORMING INDIVIDUALS AFFECTED BY ADDICTION AND HOMELESSNESS THROUGH ACCOUNTABILITY AND CONNECTION. | $30,000 |
| EXCITE FOUNDATION San Jose, CA | TO RAISE FUNDS THAT SUPPORT CHARITABLE ORGANIZATIONS THAT BENEFIT COMMUNITIES SERVED BY EXCITE CREDIT UNION. | $20,000 |
| ESCUELA POPULAR San Jose, CA | TO EDUCATE STUDENTS AND PREPARE THEM FOR THE FUTURE IN A SAFE AND ENGAGING ENVIRONMENT. | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Donna Rhody | Chairperson | 1 | — |
| Alan Hansen | Vice Chairperson | 1 | — |
| Ralph Finelli | Board Secretary | 1 | — |
| Surya Turaga | Board Treasurer | 1 | — |
| Shana Barclay | Board Member | 1 | — |
| Barbara Alumbaugh | Board Member | 1 | — |
| Chris Ekren | Board Member | 1 | — |
| Mark Hanson | Board Member | 1 | — |
| Colin Hackman | Board Member | 1 | — |
| Mike Uhri | Supv Cmte Chairperson | 1 | — |
| Grayson Lynch | Supv Cmte Secretary | 1 | — |
| Devin McAlpine | Supv Cmte Member | 1 | — |
| Laura Golding | Supv Cmte Member | 1 | — |
| Deepja Bansal | Supv Cmte Member | 1 | — |
| Brian Dorcy | President/CEO | 40 | $456,271 |
| Deborah Sunderman | Executive VP | 40 | $297,748 |
| Richard Walter | SVP, Retail Experience | 40 | $100,566 |
| Jackie Howard | VP, Lending | 40 | $215,880 |
| Kelly Burke | VP, Operations | 40 | $221,221 |
| Alexis Hoang | VP, Technology Solutions | 40 | $195,735 |
| Hector Espinoza | VP, Risk Management | 40 | $177,573 |
Frequently Asked Questions
How large is Excite Credit Union?
As of 2024, Excite Credit Union holds $625.7M in total assets with $38.3M in annual revenue. It awarded 16 grants totaling $570K in 2024.
Where does Excite Credit Union operate?
Excite Credit Union has awarded grants in California, North Carolina.
What size grants does Excite Credit Union award?
In 2024, Excite Credit Union awarded 16 grants totaling $570K — an average of about $36K per grant, based on its IRS Form 990 filings.
What is Excite Credit Union's EIN?
Excite Credit Union's EIN (Employer Identification Number) is 94-1243656. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Excite 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.