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.
Financial Overview
From 2024 IRS Form 990-PF · 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
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
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 | — | — | — |
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.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DRARTHUR L JUE | CHAIRPERSON | 2 | — |
| SCOTT TIMPE | VICE CHAIRMAN | 2 | — |
| HARSHA VYAS | TREASURER | 2 | — |
| ROSARIO MONGE | SECRETARY | 2 | — |
| UDEY CHAUDHRY | BOARD MEMBER | 2 | — |
| EDWIN MACH | BOARD MEMBER | 2 | — |
| STEVE GOVEIA | BOARD MEMBER | 2 | — |
| STAN CHAPMAN | BOARD MEMBER | 2 | — |
| JIM HICKS | BOARD MEMBER | 2 | — |
| PHILIP FLUEGEMANN | SUPV CMTE CHAIRPERSON | 2 | — |
| TAYLOR LEE | SUPV CMTE MEMBER | 2 | — |
| JASON LAKER | SUPV CMTE MEMBER | 2 | — |
| LISA MARIE PESTA | PRESIDENT/CEO | 40 | $607,283 |
| BRIAN HENNESSEY | SVP, CHIEF FINANCIAL OFFICER | 40 | $453,159 |
| CHAD MAZE | SVP, CHIEF OPERATING OFFICER | 40 | $394,390 |
| LINA ESTHER HESS | VP, CHIEF TECHNOLOGY OFFICER | 40 | $308,353 |
| JIHONG HUANG | VP, CHIEF TREASURY OFFICER | 40 | $293,123 |
| MELISSA A CLEBORNE | VP, CHIEF HUMAN RESOURCES OFFICER | 40 | $251,621 |
| CYNTHIA DELACERDA WATSON | VP, CHIEF RISK & OPERATIONS OFFICER | 40 | $242,483 |
| IAN K FOO | VP, CHIEF RETAIL OFFICER | 40 | $228,395 |
| GENNADY FICHTENHOLZ | VP, DIGITAL STRATEGY AND ENGAGEMENT | 40 | $251,720 |
| ERNESTO SEGOVIA | VP, NETWORK OPERATIONS AND SECURITY | 40 | $249,676 |
| MARTINA VALENTINE | PRESIDENT, MERIWEST MORTGAGE | 40 | $230,607 |
| BRANDI HOFFMAN-OOKA | VP, CONSUMER & FINTECH LENDING | 40 | $183,018 |
| OMAR MASLIC | FINANCIAL ADVISOR | 40 | $314,331 |
| KEITH FRANCE | SENIOR FINANCIAL ADVISOR | 40 | $306,393 |
| ANDREW NGUYEN | FINANCIAL ADVISOR | 40 | $274,007 |
| JEAN CHRISTOPHER LABEAU | AVP INFORMATION TECHNOLOGY DEVELOPMENT | 40 | $222,948 |
| JOHN KWAN | AVP ASSISTANT CONTROLLER | 40 | $209,083 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is Meriwest Credit Union?
As of 2024, Meriwest Credit Union holds $2.1B in total assets with $110.4M in annual revenue.
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.
Explore Open Grants
Browse active grant opportunities in Meriwest Credit Union's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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