TECHNOLOGY CREDIT UNION

EIN: 941651781

SAN JOSE, CA

Total Revenue
$235,250,527
Total Expenses
$218,781,071
Total Assets
$4,826,094,258
Net Assets
$410,689,765
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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
CA
Principal Officer
TODD HARRIS
Phone
4084519111
Tax Period
2023-01-01 to 2023-12-31

TECHNOLOGY CREDIT UNION, founded in 1960, is a major nonprofit that reported $235.3M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $218.8M left a modest 7% surplus.

Mission

TECHNOLOGY 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, TECHNOLOGY CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTAL 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.

Program Service Accomplishments

Program 1

DURING 2023 TECHNOLOGY CREDIT UNION HAD 169,002 MEMBERS WITH 434 MEMBER COMPANIES. TO ENHANCE MEMBERS' EASY ACCESS ANYWHERE AND ANYTIME AT NO COST TO THE MEMBERS, TECH CU PROVIDES ONLINE BANKING...

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DURING 2023 TECHNOLOGY CREDIT UNION HAD 169,002 MEMBERS WITH 434 MEMBER COMPANIES. TO ENHANCE MEMBERS' EASY ACCESS ANYWHERE AND ANYTIME AT NO COST TO THE MEMBERS, TECH CU PROVIDES ONLINE BANKING SERVICES. SOME OF THE FEATURES ARE THE ABILITY TO VIEW ACCOUNT BALANCES, VIEW OR DOWNLOAD ACCOUNT HISTORY, VIEW IMAGES OF CLEARED CHECKS AND VIEW PENDING TRANSACTIONS. ALSO, MEMBERS HAVE THE PRIVILEGE TO MAKE OR SCHEDULE PAYMENTS FOR TRANSFER BETWEEN TECH CU ACCOUNTS OR OTHER FINANCIAL INSTITUTIONS. MEMBERS CAN ALSO PAY THEIR BILLS USING THE TECH CU BILL PAY ONLINE. THE ONLINE BANKING SERVICES ENABLE MEMBERS TO MANAGE THEIR ACCOUNT(S) CONVENIENTLY FROM RECEIVING EMAIL ALERTS ON THE ACCOUNT ACTIVITY TO PLACING A STOP PAYMENT ON AN OUTGOING CHECK. MEMBERS CAN UPDATE THEIR PROFILE AND GAIN ACCESS TO A SECURED EMAIL. TECH CU ONLINE BANKING USES THE MOST ADVANCED ENCRYPTION STANDARDS TO PROTECT ACCOUNTS AND TO CONDUCT FINANCIAL BUSINESS. THE INNOVATIVE LOGIN SECURITY SYSTEM ENSURES PERSONAL ACCESS AND SECURITY OF ACCOUNT INFORMATION.

Program 2

TECHNOLOGY CREDIT UNION PROVIDES ATM (AUTOMATED TELLER MACHINE) SERVICES TO MEMBERS. MEMBERS CAN ACCESS THEIR BANK ACCOUNT IN ORDER TO MAKE CASH WITHDRAWALS (OR CREDIT CARD CASH ADVANCES) AND CHECK...

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TECHNOLOGY CREDIT UNION PROVIDES ATM (AUTOMATED TELLER MACHINE) SERVICES TO MEMBERS. MEMBERS CAN ACCESS THEIR BANK ACCOUNT IN ORDER TO MAKE CASH WITHDRAWALS (OR CREDIT CARD CASH ADVANCES) AND CHECK ACCOUNT BALANCES CONVENIENTLY IN A PUBLIC SPACE WITHOUT THE NEED FOR A HUMAN CLERK OR BANK TELLER.

Program 3

TECHNOLOGY CREDIT UNION PRIVATE BANKING IS A PERSONALIZED SERVICE PROGRAM DESIGNED SPECIFICALLY FOR THEIR MOST FINANCIALLY SUCCESSFUL MEMBERS. PRIVATE BANKING MEMBERS ARE ASSIGNED TO A PRIVATE...

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TECHNOLOGY CREDIT UNION PRIVATE BANKING IS A PERSONALIZED SERVICE PROGRAM DESIGNED SPECIFICALLY FOR THEIR MOST FINANCIALLY SUCCESSFUL MEMBERS. PRIVATE BANKING MEMBERS ARE ASSIGNED TO A PRIVATE BANKING MANAGER, AN EXPERIENCED CREDIT UNION PROFESSIONAL, WHO SERVES AS PERSONAL RESOURCE AND POINT OF CONTACT FOR ALL THEIR FINANCIAL SERVICES NEEDS. THE PRIVATE BANKING MANAGERS PROVIDE PERSONAL, RESPONSIVE, PROFESSIONAL, AND FRIENDLY SERVICE WHILE ENSURING THE SECURITY AND CONFIDENTIALITY OF EVERY FINANCIAL TRANSACTION. THEY ALSO ACT AS LIAISONS, CONNECTING THEIR MEMBERS WITH THE BEST FINANCIAL EXPERTS IN INVESTING, REAL ESTATE LENDING AND CONSUMER LENDING. IN ADDITION, PRIVATE BANKING MEMBERS ARE ENTITLED TO A WEALTH OF BENEFITS INCLUDING ESTATE PLANNING AND TRUST SERVICES AT A SPECIALLY DISCOUNTED RATE, TAX PLANNING AND PREPARATION, LOAN RATE DISCOUNTS AND PRIORITY PROCESSING OF ALL LOANS, SPECIAL PRIVATE BANKING SEMINARS AND EVENTS, EXCLUSIVE PRIVATE BANKING NEWSLETTER, AND PREFERRED RATE MEMBERSHIP TO THE SILICON VALLEY CAPITAL CLUB. TECHNOLOGY CREDIT UNION HAS ALSO MOVED FROM CETERA TO LPL FINANCIAL SERVICES TO PROVIDE BETTER INVESTMENT OPTIONS FOR ITS MEMBERS.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $201,781,629
Investment Income $32,926,101
Other Revenue $542,797
TOTAL REVENUE $235,250,527

Expense Breakdown

Grants Paid $29,623
Salaries & Benefits $53,685,365
Fundraising Expenses $0
Other Expenses $165,066,083
TOTAL EXPENSES $218,781,071

Year-over-Year Comparison

2023 2022 Change
Revenue $235,250,527 $196,279,690 +0.2%
Expenses $218,781,071 $137,568,880 +0.6%
Net Income $16,469,456 $58,710,810 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
10
Employees
369
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$4,106,962
Total Directors
17
$1,208,556
Key Employees
6
$1,915,287
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICAL BRENZEL CHAIRMAN 3.00
Director
$12,102 $0 $12,102
BARBARA KAMM VICE CHAIRMAN 3.00
Director
$12,449 $0 $12,449
KIRK BLOEDE DIRECTOR 3.00
Director
$5,049 $0 $5,049
MADONNA BOLANO DIRECTOR 3.00
Director
$13,145 $0 $13,145
KAREN BROCHIER DIRECTOR 3.00
Director
$17,710 $0 $17,710
PETER DONAHOWER DIRECTOR 3.00
Director
$5,694 $0 $5,694
ROBERT R HERB DIRECTOR 3.00
Director
$16,581 $0 $16,581
DEEPTI JAGGI DIRECTOR 3.00
Director
$0 $0 $0
SUNIL NAGDEV DIRECTOR 3.00
Director
$2,947 $0 $2,947
CAROL MACKINLAY DIRECTOR 3.00
Director
$0 $0 $0
JOE SHEPELA FORMER DIRECTOR 3.00
Director
$9,548 $0 $9,548
JEFF LEE SUPV CMTE CHAIRMAN 2.00
Director
$8,610 $0 $8,610
FIRASAT ALI SUPV CMTE MEMBER 1.50
Director
$14,369 $0 $14,369
JESSICA CASSINELLI SUPV CMTE MEMBER 1.50
Director
$0 $0 $0
FAISAL JEDDY SUPV CMTE MEMBER 1.50
Director
$4,974 $0 $4,974
BOB LUONG SUPV CMTE MEMBER 1.50
Director
$5,723 $0 $5,723
TODD HARRIS CEO, SECRETARY/TREASURER 40.00
Officer Director
$1,014,556 $65,099 $1,079,655
JEANNINE M JACOBSEN EVP, CHIEF OPERATING OFFICER 40.00
Officer
$506,317 $35,001 $541,318
RICHARD HANZ EVP, CHIEF FINANCIAL OFFICER 40.00
Officer
$471,211 $65,315 $536,526
SUNDER SRINIVASAN EVP, CHIEF INFORMATION OFFICER 40.00
Officer
$459,926 $64,419 $524,345
ROBERT REED EVP, CHIEF RETAIL BANKING OFFICER 40.00
Officer
$454,011 $18,092 $472,103
JOSEPH ANZALONE EVP, CHIEF COMMERCIAL BANKING OFFICER 40.00
Officer
$421,947 $64,435 $486,382
DOUGLAS STOVELAND EVP, CHIEF CREDIT OFFICER 40.00
Officer
$401,232 $65,401 $466,633
FAWZIA SARWAR-SHAYEK SVP, RETAIL BANKING 40.00
Key Emp
$312,633 $48,430 $361,063
M ANGELES HERNANDEZ SVP, HEAD OF EMERGING RETAIL LENDING 40.00
Key Emp
$301,610 $31,838 $333,448
FRANCA LOVELACE HEAD OF ENTERPRISE RISK MANAGEMENT 40.00
Key Emp
$289,634 $39,712 $329,346
NATALIA LAU SVP, CONTROLLER 40.00
Key Emp
$266,338 $18,298 $284,636
JEANNINE L CREIGHTON-BOETTCHER HEAD OF HUMAN RESOURCES & CORPORATE SERVICES 40.00
Key Emp
$268,792 $49,626 $318,418
JOSHUA BLUHM SVP, HEAD OF RETAIL CREDIT RISK & OPERATIONS 40.00
Key Emp
$258,845 $29,531 $288,376
FRED D ABAJELO SR. FINANCIAL ADVISOR 40.00
Highest
$553,340 $33,649 $586,989
NIKI WONG SVP, COMMERCIAL/SBA LENDING & OPERATIONS MANAGER 40.00
Highest
$291,518 $44,612 $336,130
SHOU MEI TERESA WU SVP, COMMERCIAL CREDIT ADMINISTRATION 40.00
Highest
$289,663 $38,548 $328,211
HENRY S NOON IV SVP HEAD OF ASSET-BASED LENDING 40.00
Highest
$273,205 $65,892 $339,097
AZAD RAD SVP WEALTH MANAGEMENT 40.00
Highest
$269,918 $60,019 $329,937
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $235,250,527 $218,781,071 $4,826,094,258 $16,469,456
2022 $196,279,690 $137,568,880 $4,544,569,780 $58,710,810
2021 $173,209,130 $94,424,660 $4,123,158,923 $78,784,470
2020 $137,209,016 $100,803,253 $3,691,098,663 $36,405,763
2019 $132,366,057 $100,705,942 $3,045,579,402 $31,660,115
2018 $111,143,972 $78,011,462 $2,735,042,383 $33,132,510
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