Valley Strong Cu Fka logo

Valley Strong Cu Fka

BAKERSFIELD, CA EIN: 95-1652797 Website

Valley Strong Credit Union (formerly known as Kern Schools Federal Credit Union) is a state-chartered credit union based in Bakersfield, California. Designated as a 501(c)(14) organization, the credit union operates as a cooperative financial institution with a mission to promote thrift and savings among its members. The organization employs approximately 717-793 people and serves members across multiple states.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.9B

-2.8% YoY

Annual Giving

$1.7M

+25.4% YoY

Grant Count

45

+50.0% YoY

Avg Grant Size

$38K

-16.4% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Valley Strong Credit Union's mission centers on promoting thrift and savings among its members while improving their economic and social conditions. The organization distributes earnings, savings, benefits, and services to its members as patronage, functioning as a democratic source of credit with rates set by the board of directors.

Beyond traditional credit union services, the organization provides educational programming including conferences and workshops held approximately twice monthly. Topics covered include auto and home buying, retirement and wealth management, business banking, cyber security, and Medicare assistance. The credit union also conducts offsite financial literacy classes at local schools and colleges to introduce young community members to financial knowledge.

Grantmaking

Valley Strong Credit Union engages in grantmaking activities with the following characteristics:

Grant Range

**: $6,000 to $555,500

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Geographic Focus

Where this funder awards grants

Valley Strong Credit Union's grantmaking activities primarily target California, Wisconsin, and Washington.

Grant Distribution by State

5states

Cities

BakersfieldDes MoinesDiamond SpringsDinubaFairfieldHerculesIrvineLos AngelesMadisonOntarioSacramentoStocktonSuisunTacomaTaftTulareVacavilleVisaliaWilmington

Financial History

Multi-year comparison from IRS filings

Assets: $3.9 billion to $4.03 billion (as of 2023-2024)

Revenue: $265 million (2023)

Expenses: $247 million (2023)

Total Liabilities: $3.75 billion (2023)

Giving Rate: Approximately 0.02% of assets annually

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$73M$146M$219M$292M20202021202220232024
Metric202420232022
Total Assets$3,916,563,936$4,028,096,555$4,187,947,178
Revenue$263,698,848$265,074,915$194,067,226
Expenses$233,387,885$246,997,316$177,414,551
Qualifying Distributions
Net Investment Income$20,766,370$15,995,953$4,880,510
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$429K$858K$1M$2M23 grants20207 grants202129 grants202230 grants202345 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BAKERSFIELD COLLEGE FOUN…$500KCSUB FOUNDATION$311KCHILDREN'S MIRACLE NETWO…$118KCUSPINCDBA CU STRATEGIC …$105KGREATER BAKERSFIELD CHAM…$70KKERN HIGH SCHOOL DISTRICT$40KKERN COUNTY SUPERINTENDE…$40KBAKERSFIELD WOMEN'S BUSI…$35KMENDIBURU MAGIC FOUNDATI…$30KMEALS ON WHEELS OF SOLAN…$28K

Grant Size Distribution

134 grants across all recorded years

109<$50K12$50–100K6$100–250K3$250–500K4$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bakersfield College Foundation Inc ($500,000), Csub Foundation ($310,500), Children's Miracle Network Hospitals ($117,500).

RecipientPurposeAmount
BAKERSFIELD COLLEGE FOUNDATION INC BAKERSFIELD, CATO ASSIST IN EXPANDING OPPORTUNITIES FOR STUDENTS BY FUNDING SCHOLARSHIPS & ENHANCING COLLEGE FACILITIES.$500,000
CUSPINCDBA CU STRATEGIC PLANNING TACOMA, WATO PROVIDE FINANCIAL EDUCATION RESOURCES FOR CREDIT UNIONS.$105,000
CHILDREN'S MIRACLE NETWORK HOSPITALS IRVINE, CATO ASSIST IN PROVIDING FUNDS AND AWARENESS FOR CHILDREN'S HOSPITALS.$117,500
CSUB FOUNDATION BAKERSFIELD, CATO ASSIST CSU BAKERSFIELD IN PROVIDING SCHOLARSHIPS & IMPROVING CAMPUS FACILITIES.$310,500
GREATER BAKERSFIELD CHAMBER OF COMMERCE BAKERSFIELD, CATO ASSIST IN PROVIDING NETWORKING AND PROMOTIONAL OPPORTUNITIES OF MEMBER BUSINESSES.$70,000
KERN HIGH SCHOOL DISTRICT BAKERSFIELD, CATO SUPPORT THE EDUCATIONAL AND OTHER PROGRAMS OF THE KERN HIGH SCHOOL DISTRICT.$40,000
BAKERSFIELD WOMEN'S BUSINESS CONFERENCE BAKERSFIELD, CATO PROVIDE RESOURCES FOR WOMEN AT A CROSSROADS.$35,000
MEALS ON WHEELS OF SOLANO COUNTY INC SUISUN, CATO SUPPORT THE INDEPENDENCE, HEALTH, AND WELL-BEING OF SENIORS BY REGULARLY PROVIDING NUTRITIOUS MEALS AND HUMAN CONNECTION.$28,400
AMERICAN HEART ASSOCIATION INC SACRAMENTO, CATO ASSIST IN THE ADVANCEMENT OF CARDIOVASCULAR HEALTH FOR ALL.$25,000
CALIFORNIA FORWARD HERCULES, CATO HELP BUILD A NEW CALIFORNIA ECONOMY THAT IS RESILIENT, SUSTAINABLE, AND INCLUSIVE.$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MICHAEL P DUFFY RETI…EVP/CHIEF ADVOCACY OFFICER$4.5MNORA M STROH RETIREDLEGACY AMBASSADOR$1.6MSTEVEN G LEIGA RETIREDVP OF ACCOUNTING$1.6MNICHOLAS AMBROSINIPRESIDENT/CEO$1.5MFRANK XIAODONG FENGLICENSED FINANCIAL ADVISOR$1.0MMIRELLA ELIZABETH RE…EVP/CHIEF STRATEGY OFFICER$958KSTEVEN MATEJKAEVP/CHIEF OPERATING OFFICER$908KCHARLES ALLEN SMITHSVP/CHIEF LENDING OFFICER$544KERIN RICKELLE ESTELLESVP/CHIEF MARKETING OFFICER$539KLINDSEY A BALUKOFF S…SVP/CHIEF RETAIL OFFICER$528KSTEPHEN C ROACH RETI…SVP/CHIEF DIGITAL OFFICER$525KLINDSAY REYESSVP/CFO$509KDEANNA L BLAISESVP/CHIEF BUSINESS OFFICER$508KMARK MANNSSVP/CHIEF HUMAN RESOURCES$449KJAMES B HUSSEYVP OF WEALTH MANAGEMENT$438KBRIAN GRANT REYNOLDSVP OF REAL ESTATE LENDING$407KNIKI MYRTO KOIMTZOGLOUSVP/CHIEF COMPLIANCE OFFICER$347KKEVIN MICHAEL LANGEVP OF FINANCE AND CAPITAL MA…$336KJOSHUA ALLEN FETTINGVP OF CONSUMER LENDING$312KEDWARD KEELIN JRIT GOVERNANCE MANAGER$300KCHRISTOPHER C TRIVERSVP SALESFORCE ENTERPRISE$286KRICHARD NEAL SAZAMAVP OF FACILITIES AND CAPITAL…$275KSHIRA B SPECTORVP OF BUSINESS STRATEGY & IN…$271KRICHARD RAMOSLICENSED FINANCIAL ADVISOR$267KCHEI WHITMOREMARKET PRESIDENT$265KNILENDU SAHASVP/CHIEF TECH OFFICER$260KKATHLEEN JULIA KELLYMARKET PRESIDENT$259KBRIDGET LYNN JOHNSONMARKET PRESIDENT$236KKYLE DUEYDIRECTOR OF CONSUMER LENDING…$235KERIC STEINBACKSENIOR BUSINESS BANKING OF$230KMARIA L TRANCOSOSENIOR BUSINESS BANKING OFFI…$226KSTACY PHELPSVP OF ACCOUNTING$226KVANESSA L HUDSONDIRECTOR OF BUSINESS LENDI$217KCHRISTINA ANN TRAYERSVP OF PRODUCT AND DIGITAL SO…$194KKEVIN LEE EMPERGER-L…SVP/CHIEF TECH OFFICER$189KCHRISTOPHER J MCGOWNDIRECTOR OF FACILITIES$187KNISHANT JAINVP OF ENGINEERING$183KMARICRUZ RAINEYDIRECTOR OF COMPLIANCE$182KSUSAN MAYSHEAD OF RETAIL OPERATIONS$181KDR BRYON SCHAEFER1ST VICE CHAIRMAN$6KRAMON HENDRIXSUPV CMTE MEMBER$4KVALENCIA JONES2ND VICE CHAIRMAN$2KTENIELLE TENSLEYSUPV CMTE MEMBER$2KMARK MORENOBOARD MEMBER$2KDENNIS SCOTTTREASURER$1KJOANNE MILLSBOARD MEMBER$810TROY FRINGERSUPV CMTE CHAIR$808

From 2024 filing

NameTitleHoursCompensation
DR S WILLIAM BRUCEBOARD CHAIRPERSON3
DR BRYON SCHAEFER1ST VICE CHAIRMAN3$6,142
VALENCIA JONES2ND VICE CHAIRMAN3$2,208
MARILYN JONESSECRETARY3
DENNIS SCOTTTREASURER3$1,165
JOE DREWBOARD MEMBER2
JOANNE MILLSBOARD MEMBER2$810
MIKE KILEENBOARD MEMBER2
CARL BA LANGE IIIBOARD MEMBER2
DR LARRY REIDERBOARD MEMBER2
MARK MORENOBOARD MEMBER2$1,626
TROY FRINGERSUPV CMTE CHAIR3$808
RAMON HENDRIXSUPV CMTE MEMBER2$3,525
TENIELLE TENSLEYSUPV CMTE MEMBER2$1,862
NICHOLAS AMBROSINIPRESIDENT/CEO40$1,475,711
LINDSAY REYESSVP/CFO40$508,591
MICHAEL P DUFFY RETIREDEVP/CHIEF ADVOCACY OFFICER$4,465,260
MIRELLA ELIZABETH REZNICEVP/CHIEF STRATEGY OFFICER40$958,430
STEVEN MATEJKAEVP/CHIEF OPERATING OFFICER40$908,495
CHARLES ALLEN SMITHSVP/CHIEF LENDING OFFICER40$543,802
ERIN RICKELLE ESTELLESVP/CHIEF MARKETING OFFICER40$538,738
LINDSEY A BALUKOFF STRANGESVP/CHIEF RETAIL OFFICER40$528,421
STEPHEN C ROACH RETIREDSVP/CHIEF DIGITAL OFFICER$525,276
DEANNA L BLAISESVP/CHIEF BUSINESS OFFICER40$508,047
MARK MANNSSVP/CHIEF HUMAN RESOURCES40$448,988
NIKI MYRTO KOIMTZOGLOUSVP/CHIEF COMPLIANCE OFFICER40$346,621
NILENDU SAHASVP/CHIEF TECH OFFICER40$260,100
KEVIN LEE EMPERGER-LANDELSVP/CHIEF TECH OFFICER40$188,723
NORA M STROH RETIREDLEGACY AMBASSADOR$1,601,812
STEVEN G LEIGA RETIREDVP OF ACCOUNTING$1,565,315
JAMES B HUSSEYVP OF WEALTH MANAGEMENT40$437,969
BRIAN GRANT REYNOLDSVP OF REAL ESTATE LENDING40$406,965
KEVIN MICHAEL LANGEVP OF FINANCE AND CAPITAL MARKETS40$335,655
JOSHUA ALLEN FETTINGVP OF CONSUMER LENDING40$312,280
CHRISTOPHER C TRIVERSVP SALESFORCE ENTERPRISE40$285,710
RICHARD NEAL SAZAMAVP OF FACILITIES AND CAPITAL PROJECTS40$275,274
SHIRA B SPECTORVP OF BUSINESS STRATEGY & INSIGHT40$271,480
CHEI WHITMOREMARKET PRESIDENT40$264,626
KATHLEEN JULIA KELLYMARKET PRESIDENT40$259,391
BRIDGET LYNN JOHNSONMARKET PRESIDENT40$236,221
KYLE DUEYDIRECTOR OF CONSUMER LENDING SALES AND SERVIC40$234,887
STACY PHELPSVP OF ACCOUNTING40$225,500
VANESSA L HUDSONDIRECTOR OF BUSINESS LENDI40$216,537
CHRISTINA ANN TRAYERSVP OF PRODUCT AND DIGITAL SOLUTIONS40$194,085
CHRISTOPHER J MCGOWNDIRECTOR OF FACILITIES40$187,305
NISHANT JAINVP OF ENGINEERING40$183,000
MARICRUZ RAINEYDIRECTOR OF COMPLIANCE40$181,681
SUSAN MAYSHEAD OF RETAIL OPERATIONS40$180,521
FRANK XIAODONG FENGLICENSED FINANCIAL ADVISOR40$1,005,110
EDWARD KEELIN JRIT GOVERNANCE MANAGER40$300,279
RICHARD RAMOSLICENSED FINANCIAL ADVISOR40$267,423
ERIC STEINBACKSENIOR BUSINESS BANKING OF40$230,086
MARIA L TRANCOSOSENIOR BUSINESS BANKING OFFICER40$226,270

Recent News & Activity

Recent developments and announcements

Valley Strong Credit Union has expanded its physical presence, opening a new full-service branch and administrative office in Fairfield. The organization has also received recognition as an outstanding business in its community.

Valley First Credit Union receives prestigious grant from Federal Home Loan

The credit union received a prestigious grant from the Federal Home Loan Bank of San Francisco to support initiatives empowering underserved communities and driving economic growth in the Central Valley region.

Valley First Credit Union receives prestigious grant from Federal Home Loan

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Valley Strong Cu Fka fund?

Valley Strong Credit Union's mission centers on promoting thrift and savings among its members while improving their economic and social conditions. The organization distributes earnings, savings, benefits, and services to its members as patronage, functioning as a democratic source of credit with rates set by the board of directors. Beyond traditional credit union services, the organization provides educational programming including conferences and workshops held approximately twice monthly. T…

How do I apply for a grant from Valley Strong Cu Fka?

Valley Strong Credit Union engages in grantmaking activities with the following characteristics: • **Total Annual Giving**: $751,003 (2023) to $2,315,876 (2024) • **Number of Grants**: 27 grants annually • **Grant Range**: $6,000 to $555,500 • **Median Grant Size**: $11,000 • **Application Policy**: Invite-only; does not accept unsolicited applications Primary funding focus areas include Education, Philanthropy, Voluntarism & Grantmaking, and Human Services.

Where does Valley Strong Cu Fka make grants?

Valley Strong Credit Union's grantmaking activities primarily target California, Wisconsin, and Washington.

What size grants does Valley Strong Cu Fka award?

In 2024, Valley Strong Cu Fka awarded 45 grants totaling $1.7M — an average of about $38K per grant, based on its IRS Form 990 filings.

What is Valley Strong Cu Fka's EIN?

Valley Strong Cu Fka's EIN (Employer Identification Number) is 95-1652797. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Valley Strong Cu Fka's focus areas in our free grants database

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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