Mission
PASSIONATELY DELIVER RELEVANT PRODUCTS, SERVICES, AND EDUCATION TAILORED TO HELP OUR MEMBERS, EMPLOYEES, AND COMMUNITIES ACHIEVE THEIR FINANCIAL GOALS.
Public Charity
MONTERRA CREDIT UNION
MONTERRA CREDIT UNION is a Public Charity headquartered in REDWOOD CITY, CA. Financial data from the 2024 filing: $94.8M revenue, $75.4M expenses, $1.8B total assets. 1 publicly reported grants to this organization, totaling roughly $6K, appear in IRS filings.
EIN: 941231186
REDWOOD CITY, CA
Latest filing: 2024
Total Revenue$94.8M
Total Expenses$75.4M
Total Assets$1.8B
Grant Records1
Funding Total$6K
Filing Years2019–2024
Sample Grants Received
FINANCIAL HEALTH
$5,625
Showing up to 5 of 1 total records — full history available with membership.
Officers & Directors
EXECUTIVE WEALTH ADVISOR
Anatoly Vilderman
BOARD TREASURER
Brian Ponty
VP REAL ESTATE LENDING
Cheryl Rayo
VP CREDIT RISK
Dani Robinson
VP, CHIEF FINANCIAL OFFICER
David Diamond
VP MEMBER EXPERIENCE
Doreen Szymankski
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $94.8M | $75.4M | $1.8B |
| 2023 | $88.3M | $63.7M | $1.7B |
| 2022 | $70.1M | $51.8M | $1.7B |
| 2020 | $64.3M | $50.1M | $1.4B |
| 2019 | $62.3M | $46.5M | $1.2B |
Between 2019 and 2024, reported annual revenue grew from $62.3M to $94.8M (+52%), with total assets most recently reported at $1.8B.
Interactive year-over-year charts and full filing details available with membership.