Keypoint Credit Union

Public charity · Grantmaker San Jose, CA EIN: 94-2600376

Keypoint 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 competitive rates of interest, 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, Keypoint Credit Union conducts its business for the mutual benefit and general welfare of its members with the earnings, savings, benefit, or service of the credit union being distributed to its members as patrons.

Keypoint Credit Union at a glance

In short: Keypoint Credit Union gave $68K across 5 grants in 2024 (avg $14K), mostly in California. Source: 2024 IRS Form 990.

Annual giving (2024)
$68,075
+240.4% vs 2023
Grants made (2024)
5
+400.0% vs 2023
Average grant
$13,615
-31.9% vs 2023
Median grant
$10,000
Total assets
$1,602,390,335
-4.6% vs 2023
Primary geography
California (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who Keypoint Credit Union funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Homefirst: $25KHomefirst$25KGirls on the Run of Silicon Valley: $15KGirls on the Run of SiliconValley$15KZoofest: $10KZoofest$10KAlzheimer's Association: $10KAlzheimer's Association$10KAll Star Group: $8KAll Star Group$8K

The largest 2024 recipient was Homefirst ($25K). Together the top 5 received $68K.

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 5 itemized grants.

States

Cities

San JoseBL Westlake VillageLos GatosMilpitasSan Francisco

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80KTotal only2020 Total only2021 Total only2022 1 grant2023 5 grants2024

From 2020 to 2024, annual grant giving ranged from $5K (2021) to $68K (2024). In 2024 it made 5 grants totaling $68K.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Homefirst Milpitas, CADonation$25,000
Girls on the Run of Silicon Valley Los Gatos, CASponsorship$15,000
Zoofest San Francisco, CASponsorship$10,000
Alzheimer's Association San Jose, CASponsorship$10,000
All Star Group BL Westlake Village, CASponsorship$8,075
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$1,602,390,335$80,303,046$76,254,114$68,0755$11,168,008
2023$1,679,667,006$75,923,809$70,460,546$20,0001$10,437,861
2022$1,806,959,309$69,312,506$62,512,294$19,500Total only$9,059,681
2021$1,639,289,410$79,301,836$51,441,704$5,100Total only$30,147,616
2020$1,496,633,127$51,308,722$48,833,778$29,030Total only$3,626,895

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

About Keypoint Credit Union

Based on IRS filings

Keypoint Credit Union is a public charity focused on public and societal benefit, based in San Jose, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6B in total assets. In 2024, it awarded 5 grants totaling $68K. Net investment income was $11.2M.

Leadership & Key People

Officers and directors from IRS filings

Keypoint Credit Union is led by T. Bradford Canfield, President & CEO on every filing since 2020; 19 of 31 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • T. Bradford Canfield

    President & CEO

    On filings since 2020

    50 hrs/week

    $608K (2020) → $891K (2024)

  • Gary Garcia

    Chairperson

    Director → Vice Chairperson, 2021

    Vice Chairperson → Chairperson, 2023

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Gregory Eby

    Director

    On filings since 2020

    5 hrs/week

    $8K (2020) → $0 (2024)

  • John Tom

    Director

    On filings since 2020

    5 hrs/week

    $8K (2020) → $0 (2024)

  • Robert Lerner

    Director

    On filings since 2020

    5 hrs/week

    $8K (2020) → $0 (2024)

  • Phuoc Ngo

    Director It Infrastructure

    On filings since 2021

    40 hrs/week

    $209K (2021) → $245K (2024)

  • Dashiell McElroy

    Director of Core Solutions

    On filings since 2023

    40 hrs/week

    $205K (2023) → $217K (2024)

  • Lance Nelson

    Director of Loan Servicing

    On filings since 2023

    40 hrs/week

    $193K (2023) → $197K (2024)

  • Sarah Sotelo

    Director of Retail Program

    Director of Retail Program Administrator → Director of Retail Program, 2024

    On filings since 2023

    40 hrs/week

    $194K (2023) → $193K (2024)

  • Baljinder Sandhu

    Director

    Chairperson → Director, 2021

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Marsha Poenish

    Director

    Secretary & Treasurer → Chairperson, 2021

    Chairperson → Director, 2023

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Andrea Siciliano

    Director

    On filings since 2023

    5 hrs/week

    No compensation reported

  • George Lin

    Director

    On filings since 2023

    5 hrs/week

    No compensation reported

  • Brian Johns

    Director

    New on the 2024 filing

    5 hrs/week

    No compensation reported

  • Priya Joshi

    Director

    New on the 2024 filing

    5 hrs/week

    No compensation reported

  • Arie Elkins

    Vice President Chief Info Security Officer

    Chief Information Security Officer → Chief Information Security, 2022

    Chief Information Security → Vice President Chief Info Security Officer, 2023

    On filings since 2020

    50 hrs/week

    $180K (2020) → $245K (2024)

  • Doron Noyman

    Vice President, Board & Community Relatio

    Vice President Sales & Development → Vice President, Board & Community Relations, 2023

    Vice President, Board & Community Relations → Vice President, Board & Community Relatio, 2024

    On filings since 2020

    50 hrs/week

    $159K (2020) → $200K (2024)

  • Herman White

    Vice President Commercial Banking Oper

    Director Committee Banking Ops → Vice President Commercial Banking Operations, 2023

    Vice President Commercial Banking Operations → Vice President Commercial Banking Oper, 2024

    On filings since 2020

    50 hrs/week

    $196K (2020) → $260K (2024)

  • Joshua Herzog

    Vice President Operations & Member E

    Vice President Ops & Member Experience → Vice President Operations & Member Experience, 2022

    Vice President Operations & Member Experience → Vice President Operations & Member E, 2024

    On filings since 2020

    50 hrs/week

    $176K (2020) → $233K (2024)

  • Lawrence Scoffield

    Vice President Corporate Administrator

    On filings since 2020

    50 hrs/week

    $213K (2020) → $221K (2024)

  • Marsha Berlinski

    Senior Vice President Sales & Retail Lending

    Vice President Re Lending → Senior Vice President Sales & Retail Lending, 2021

    On filings since 2020

    50 hrs/week

    $221K (2020) → $284K (2024)

  • Victor Smilgys

    Vice President Digital Services

    Vice President It E-Services → Vice President It E-Service, 2022

    Vice President It E-Service → Vice President Digital Services, 2023

    On filings since 2020

    50 hrs/week

    $184K (2020) → $231K (2024)

  • Andrew Manning

    Chief Information Officer

    CIO → Chief Information Officer, 2022

    On filings since 2021

    50 hrs/week

    $237K (2021) → $386K (2024)

  • Anita Domondon

    Vice President Re Lending

    On filings since 2022

    50 hrs/week

    $173K (2022) → $209K (2024)

  • David Greene

    Vice President Marketing

    On filings since 2022

    50 hrs/week

    $172K (2022) → $201K (2024)

  • Annie Song

    Chief Financial Officer

    On filings since 2023

    50 hrs/week

    $159K (2023) → $337K (2024)

  • David Luu

    Executive Vice President, Chief Op & Lending Officer

    Chief Op & Lending Officer → Executive Vice President, Chief Op & Lending Officer, 2024

    On filings since 2023

    50 hrs/week

    $540K (2023) → $471K (2024)

  • Lee Anne Giblin

    Chief Administrative Officer

    On filings since 2023

    50 hrs/week

    $442K (2023) → $403K (2024)

  • Natasha V. Escareno

    Financial Advisor

    New on the 2024 filing

    50 hrs/week

    $410K (2024)

  • Keith Stattenfield

    Vice Chairperson

    Vice Chairperson → Treasurer & Secretary, 2021

    Treasurer & Secretary → Vice Chairperson, 2023

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Mary Bennion

    Secretary & Treasurer

    Director → Secretary & Treasurer, 2023

    On filings since 2021

    5 hrs/week

    No compensation reported

Former officers (21)
  • Former: Douglas Schrock (2020–2023) — Vice President Finance
  • Former: Leslie Guidice (2020–2023) — Director
  • Former: Linda Chew (2020–2023) — Director
  • Former: Steven Weiler (2020–2023) — Senior Vice President Commercial Banking
  • Former: Brice Harrison (2022–2023) — Director
  • Former: John Caladim (2023) — CFO
  • Former: Kulvinder Saini (2023) — Director of Risk Management
  • Former: Tracy Wingrove (2023) — Director
  • Former: Gina Cordero (2020–2022) — Mortgage Loan Manager
  • Former: Leeanne Giblin (2020–2022) — Chief Administrative Officer
  • Former: Raul Nieves Jr. (2020–2022) — Senior Mortgage Loan Officer
  • Former: Trent McIlhaney (2020–2022) — Chief Financial Officer
  • Former: Vi Luu (2020–2022) — Chief Operating & Lending
  • Former: Eatan Vijan (2021–2022) — Financial Advisor
  • Former: Kevin Son (2022) — Senior Mortgage Loan Officer
  • Former: Holy Q. DO (2020–2021) — Mortgage Loan Officer
  • Former: Candice Lam (2021) — Director
  • Former: Anthony Vitale (2020) — Chief Information Officer
  • Former: Bunninder Falak (2020) — Director
  • Former: Roger Alvarado (2020) — Director Sales & Re Lending
  • Former: Sarandeep Mandair (2020) — Director

Data from IRS Form 990 filings, 2020–2024. "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

T Bradford Canfield — President & CEO: $891KT Bradford CanfieldPresident & CEO$891KDavid LUU — EVP/Chief Op & Lending Officer: $471KDavid LUUEVP/Chief Op & Lending Officer$471KNatasha V Escareno — Financial Advisor: $410KNatasha V EscarenoFinancial Advisor$410KLee Anne Giblin — Chief Administrative Offic: $403KLee Anne GiblinChief Administrative Offic$403KAndrew Manning — Chief Information Officer: $386KAndrew ManningChief Information Officer$386KAnnie Song — Chief Financial Officer: $337KAnnie SongChief Financial Officer$337KMarsha Berlinski — SVP Sales & Retail Lending: $284KMarsha BerlinskiSVP Sales & Retail Lending$284KHerman White — VP Commercial Banking Oper: $260KHerman WhiteVP Commercial Banking Oper$260KArie Elkins — VP Chief Info Security Off: $245KArie ElkinsVP Chief Info Security Off$245KPhuoc NGO — Director It Infrastructure: $245KPhuoc NGODirector It Infrastructure$245KJoshua Herzog — VP Operations and Member E: $233KJoshua HerzogVP Operations and Member E$233KVictor Smilgys — VP Digital Services: $231KVictor SmilgysVP Digital Services$231KLawrence Scoffield — VP Corporate Admin: $221KLawrence ScoffieldVP Corporate Admin$221KDashiell McElroy — Director of Core Solutions: $217KDashiell McElroyDirector of Core Solutions$217KAnita Domondon — VP Re Lending: $209KAnita DomondonVP Re Lending$209KDavid Greene — VP Marketing: $201KDavid GreeneVP Marketing$201KDoron Noyman — VP, BD & Community Relatio: $200KDoron NoymanVP, BD & Community Relatio$200KLance Nelson — Director of Loan Servicing: $197KLance NelsonDirector of Loan Servicing$197KSarah Sotelo — Director of Retail Program: $193KSarah SoteloDirector of Retail Program$193K

The highest reported compensation on the 2024 filing was $891K, to T Bradford Canfield (President & CEO). 19 officers or directors reported compensation on that filing.

Frequently asked questions about Keypoint Credit Union

How much does Keypoint Credit Union give each year?

Keypoint Credit Union gave $68K across 5 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $20K across 1 grant.

What is Keypoint Credit Union's typical grant size?

Keypoint Credit Union's median grant in 2024 was $10,000, and its average grant was $13,615, across 5 grants on its 2024 IRS Form 990.

Where does Keypoint Credit Union give grants?

Keypoint Credit Union gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there.

Does Keypoint Credit Union give general operating support?

Not in 2024: none of the 5 grants with a stated purpose on Keypoint Credit Union's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Sponsorship" (4 grants).

Who are Keypoint Credit Union's largest grantees?

Keypoint Credit Union's largest 2024 grantees include Homefirst ($25,000), Girls on the Run of Silicon Valley ($15,000) and Zoofest ($10,000), according to its 2024 IRS Form 990. Together they received 73% of its itemized 2024 grant dollars.

How large is Keypoint Credit Union?

Keypoint Credit Union reported $1.6B in total assets on its 2024 IRS Form 990. Its revenue that year was $80.3M.

What is Keypoint Credit Union?

Keypoint Credit Union is a public charity focused on public and societal benefit, based in San Jose, CA. It holds $1.6B in total assets as of 2024.

What is Keypoint Credit Union's EIN?

Keypoint Credit Union's EIN (Employer Identification Number) is 94-2600376. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 7, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 11, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 8, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Keypoint Credit Union's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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