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Monterra Credit Union

501(c)Politically Active
DBA: % SAN MATEO CREDIT UNION
Research & Policy · REDWOOD CITY, CA · EIN 94-1231186

About

Passionately deliver relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.

In care of SAN Mateo Credit Union

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Category
Research & Policy
Employees
249
Volunteers
10

Financial Snapshot

FY ending 2024-12-31
Revenue
$94.8M
Expenses
$75.4M
Assets
$1.8B
Liabilities
$1.5B

Financial history

$94.8M$47.4M$0
161718192021222324
RevenueExpenses
Latest FY2024: $94.8M · Avg: $62.8M

Political & Grant Activity

Campaign Spending
$10K
Lobbying
—
Grants Given
—
MONTERRA CREDIT UNION
Your actions

Address

350 Convention Way 3RD Floor
Redwood City, CA, 94063-143

Governance

Voting board members7
Independent members7
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.