Meriwest Credit Union
Meriwest 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, meriwest 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 Meriwest Credit Union
- EIN
- 94-1521987
- Latest 990 filing
- Form 990 filing, 2024
- Total assets
- $2,097,171,871
Data from IRS Form 990 filing, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 filing · View filing
Total Assets
$2.1B
-4.4% YoY
Revenue
$110.4M
+9.2% YoY
Net Investment Income
$15.4M
+13.1% YoY
Expenses
$104.9M
+6.4% YoY
How Meriwest Credit Union gives
- Giving fell 61% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
About Meriwest Credit Union
Based on IRS filings
Meriwest Credit Union is a nonprofit organization focused on Public, Societal Benefit, based in San Jose, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1B in total assets. Net investment income was $15.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,097,171,871 | $2,193,062,292 | $2,248,988,827 |
| Revenue | $110,386,749 | $101,079,580 | $77,350,663 |
| Expenses | $104,869,185 | $98,580,471 | $68,332,025 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $15,367,655 | $13,592,856 | $6,928,995 |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Meriwest Credit Union is led by Lisa Marie Pesta, President & CEO since 2023 (on filings since 2020); 17 of 29 officers listed in 2024 are compensated.
Officers on the 2024 filing
Lisa Marie Pesta
President & CEO
Senior Vice President & Chief Operating Officer → President & CEO, 2023
On filings since 2020
40 hrs/week
$319K (2020) → $607K (2024)
Martina Valentine
President & Meriwest Mortgage
New on the 2024 filing
40 hrs/week
$231K (2024)
Drarthur L. Jue
Chairperson
On filings since 2020
2 hrs/week
No compensation reported
Philip Fluegemann
Supv Cmte Chairperson
Supv Cmte Member → Supv Cmte Chairperson, 2023
On filings since 2020
2 hrs/week
No compensation reported
Brian Hennessey
Senior Vice President & Chief Financial Officer
Chief Financial Officer → Senior Vice President & Chief Financial Officer, 2024
On filings since 2020
40 hrs/week
$393K (2020) → $453K (2024)
Ernesto Segovia
Vice President, Network Operations & Security
Assistant Vice President Network Operations → Assistant Vice President & Network Operations, 2023
Assistant Vice President & Network Operations → Vice President, Network Operations & Security, 2024
On filings since 2020
40 hrs/week
$213K (2020) → $250K (2024)
Gennady Fichtenholz
Vice President, Digital Strategy & Engagement
Vice President Digital Strategy & Engagement → Vice President, Digital Strategy & Engagement, 2023
On filings since 2020
40 hrs/week
$208K (2020) → $252K (2024)
Jihong Huang
Vice President & Chief Treasury Officer
Vice President Treasury & Finance → Vice President & Chief Treasury Officer, 2023
On filings since 2020
40 hrs/week
$267K (2020) → $293K (2024)
John Kwan
Assistant Vice President Assistant Controller
Assistant Controller → Assistant Vice President Assistant Controller, 2024
On filings since 2020
40 hrs/week
$184K (2020) → $209K (2024)
Lina Esther Hess
Vice President & Chief Technology Officer
Vice President It → Vice President & Chief Technology Officer, 2023
On filings since 2020
40 hrs/week
$258K (2020) → $308K (2024)
Keith France
Senior Financial Advisor
Financial Advisor → Senior Financial Advisor, 2024
On filings since 2022
40 hrs/week
$210K (2022) → $306K (2024)
Andrew Nguyen
Financial Advisor
On filings since 2023
40 hrs/week
$236K (2023) → $274K (2024)
Brandi Hoffman-Ooka
Vice President, Consumer & Fintech Lending
On filings since 2023
40 hrs/week
$200K (2023) → $183K (2024)
Cynthia Delacerda Watson
Vice President, Chief Risk & Operations Officer
On filings since 2023
40 hrs/week
$231K (2023) → $242K (2024)
Jean Christopher Labeau
Assistant Vice President Information Technology Development
Assistant Vice President & Information Technology Development → Assistant Vice President Information Technology Development, 2024
On filings since 2023
40 hrs/week
$209K (2023) → $223K (2024)
Melissa A. Cleborne
Vice President & Chief Human Resources Officer
On filings since 2023
40 hrs/week
$243K (2023) → $252K (2024)
Chad Maze
Senior Vice President & Chief Operating Officer
New on the 2024 filing
40 hrs/week
$394K (2024)
Ian K. Foo
Vice President & Chief Retail Officer
New on the 2024 filing
40 hrs/week
$228K (2024)
Omar Maslic
Financial Advisor
New on the 2024 filing
40 hrs/week
$314K (2024)
Edwin Mach
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Harsha Vyas
Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Jim Hicks
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Scott Timpe
Vice Chairman
On filings since 2020
2 hrs/week
No compensation reported
Stan Chapman
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Steve Goveia
Board Member
Supv Cmte Chairperson → Board Member, 2023
On filings since 2020
2 hrs/week
No compensation reported
Udey Chaudhry
Board Member
On filings since 2020
2 hrs/week
No compensation reported
Jason Laker
Supv Cmte Member
On filings since 2021
2 hrs/week
No compensation reported
Taylor Lee
Supv Cmte Member
On filings since 2023
2 hrs/week
No compensation reported
Rosario Monge
Secretary
New on the 2024 filing
2 hrs/week
No compensation reported
Former officers (16)
- Former: Jeff Barnes (2020–2023) — Senior Vice President & Chief Lending Officer
- Former: Lauren Burch (2020–2023) — Secretary
- Former: Mary Ellen Snider (2020–2023) — Senior Vice President, Operational Risk & Compliance
- Former: Amjad Elias (2021–2023) — Vice President & Retail Delivery
- Former: Julie Ann Kirsch Former (2023) — President & CEO
- Former: Rose Elaine Palacio-Johnson (2023) — Vice President & Business Lending
- Former: Teresa Caseras (2023) — Vice President & Marketing
- Former: William H. Schettler (2023) — Vice President & Collections
- Former: Charlie Munch (2020–2022) — Board Member
- Former: Julie Ann Kirsch (2020–2022) — President & CEO
- Former: Thuy-Trang Thi Phan (2022) — Senior Consumer Loan Specialist
- Former: Michael David Luong (2020–2021) — Relationship Manager
- Former: Fred Williamson (2021) — Relationship Manager
- Former: Anthony Jose Cortez Former (2020) — Senior Vice President & Cxo
- Former: Jennifer Mackie (2020) — Supv Cmte Member
- Former: Robert Wesley Rogers (2020) — Vice President Business Banking
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
Frequently asked questions about Meriwest Credit Union
How large is Meriwest Credit Union?
Meriwest Credit Union reported $2.1B in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $110.4M.
What is Meriwest Credit Union?
Meriwest Credit Union is a nonprofit organization focused on Public, Societal Benefit, based in San Jose, CA. It holds $2.1B in total assets as of 2024.
Where does Meriwest Credit Union operate?
Meriwest Credit Union has awarded grants in California.
What is Meriwest Credit Union's EIN?
Meriwest Credit Union's EIN (Employer Identification Number) is 94-1521987. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Meriwest Credit Union by hand.
Explore Open Grants
Browse active grant opportunities in Meriwest Credit Union's focus areas in our free grants database
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