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.
Meriwest Credit Union at a glance
In short: Meriwest Credit Union reported $13K in grants paid in 2024 (a total; its filing lists no individual grants). Source: 2024 IRS Form 990.
- Grants paid (2024)
- $13,480 — reported as a total on the IRS filing, without an itemized list
- +132.4% vs 2023
- Total assets
- $2,097,171,871
- -4.4% vs 2023
- Revenue (2024)
- $110,386,749
- +9.2% vs 2023
- Net investment income (2024)
- $15,367,655
- +13.1% vs 2023
- Expenses (2024)
- $104,869,185
- +6.4% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated October 2026.
Who Meriwest Credit Union funds
How this funder distributes its grants
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Meriwest Credit Union gives
- Giving fell 61% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6K (2023) to $31K (2022). In 2024 it reported $13K in grants paid, as a total without an itemized list.
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
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Miracle Network Salt Lake City, CA | To help children's miracle network hospitals (cmn hospitals) provide the best care for children | $5,800 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $2,097,171,871 | $110,386,749 | $104,869,185 | $13,480 | Total only | $15,367,655 |
| 2023 | $2,193,062,292 | $101,079,580 | $98,580,471 | $5,800 | 1 | $13,592,856 |
| 2022 | $2,248,988,827 | $77,350,663 | $68,332,025 | $31,000 | 2 | $6,928,995 |
| 2021 | $2,043,643,160 | $69,088,485 | $59,548,796 | $9,268 | Total only | $4,181,313 |
| 2020 | $1,884,893,406 | $73,694,841 | $64,721,810 | $15,000 | 3 | $4,835,101 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Meriwest Credit Union
Based on IRS filings
Meriwest 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 $2.1B in total assets. In 2024, it reported $13K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $15.4M.
Focus Areas
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
The highest reported compensation on the 2024 filing was $607K, to Lisa Marie Pesta (President/CEO). 17 officers or directors reported compensation on that filing.
Frequently asked questions about Meriwest Credit Union
How much does Meriwest Credit Union give each year?
Meriwest Credit Union reported $13K in grants paid in 2024 on its 2024 IRS Form 990, as a total without an itemized list of grants. In 2023 it gave $6K across 1 grant.
How large is Meriwest Credit Union?
Meriwest Credit Union reported $2.1B in total assets on its 2024 IRS Form 990. Its revenue that year was $110.4M.
What is Meriwest Credit Union?
Meriwest Credit Union is a public charity focused on public and 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 October 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS October 16, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Meriwest Credit Union funds
Public, Societal Benefit Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Meriwest Credit Union's focus areas in our free grants database
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Meriwest Credit Union down — hundreds of funders to go?