Public Charity

WHEELHOUSE CREDIT UNION FKA SAN DIEGO METROPOLITAN CREDIT UNION

WHEELHOUSE CREDIT UNION FKA SAN DIEGO METROPOLITAN CREDIT UNION is a Public Charity headquartered in SAN DIEGO, CA. Financial data from the 2024 filing: $23.5M revenue, $23.0M expenses, $441.6M total assets.

EIN: 951593663 SAN DIEGO, CA Latest filing: 2024
Total Revenue$23.5M
Total Expenses$23.0M
Total Assets$441.6M
Grant Records0
Filing Years2019–2024

Mission

SEE SCHEDULE OWHEELHOUSE 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, WHEELHOUSE 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.

Officers & Directors

VP OPERATIONS Bret Johnson
VP BUSINESS INTELLIGENCE Curt Yasuhara
BOARD MEMBER Dan Sobel
VP INFORMATION TECHNOLOGY Doug Lafave
SUPV CMTE SECRETARY Edward Prendell
SUPV CMTE MEMBER Gail Glutting

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $23.5M $23.0M $441.6M
2023 $21.1M $21.7M $435.4M
2022 $17.9M $16.7M $429.3M
2020 $16.8M $16.7M $376.1M
2019 $15.8M $16.1M $332.5M

Between 2019 and 2024, reported annual revenue grew from $15.8M to $23.5M (+49%), with total assets most recently reported at $441.6M.

Interactive year-over-year charts and full filing details available with membership.

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