Sep, 30, 2025 — SRI FEDERAL CREDIT UNION is a federal credit union headquartered in MENLO PARK, CA with 2 branch locations and about $238.01 million in total assets. Opened 69 years ago in 1957, SRI FEDERAL CREDIT UNION has about 5,071 members and employs 16 full and part-time employees offering various banking and financial related services such as Checking & Savings accounts, ATM/Debit Card Program and more.
| Name: | SRI FEDERAL CREDIT UNION |
|---|---|
| Address: (Main Office) | 333 RAVENSWOOD AVE MENLO PARK, CA 94025 |
| Phone: | (650) 859-3711 |
| Fax: | (650) 326-8916 |
| Website: | https://www.srifcu.org/ |
| Branches: | 2 branch locations |
| Members: | 5,071 |
| Credit Union Type: | Federal Credit Union |
| Charter Number: | 11872 |
|---|---|
| Membership Type: | Multiple common bond - other |
| Corporate Credit Union: | No |
| Year Opened: | 1957 |
| Last Audited: | Mar 01, 2025 |
| FHLB Member: | Yes |
| Low Income Designation: | No |
| Assets: | $238,009,495 |
| CEO/Manager: | Amy Garcia |
| Chairperson: | Stephen Walter |
| ASSETS: | $ Amount |
|---|---|
| Cash & Equivalents | 16,057,583 |
| TOTAL INVESTMENTS | 0 |
| Loans Held for Sale | 0 |
| Real Estate Loans | 163,722,375 |
| Unsecured Loans | 6,374,180 |
| Other Loans | 10,180,220 |
| TOTAL LOANS | 180,276,774 |
| (Allowance for Loan & Lease Losses or Allowance for Credit Losses on Loans & Leases) | -456,766 |
| Land And Building | 0 |
| Other Fixed Assets | 1,312,751 |
| NCUSIF (National Credit Union Share Insurance Fund) Deposit | 1,591,974 |
| All Other Assets | 0 |
| TOTAL ASSETS | 238,009,495 |
| LIABILITIES & CAPITAL: | |
| Dividends Payable | 0 |
| Notes & Interest Payable | 11,000,000 |
| Accounts Payable & Other Liabilities | 2,021,003 |
| Uninsured Secondary Capital and Subordinated Debt Included in Net Worth | 0 |
| Share Drafts | 28,041,944 |
| Regular shares | 56,979,520 |
| All Other Shares & Deposits | 112,651,110 |
| TOTAL SHARES & DEPOSITS | 197,672,574 |
| TOTAL LIABILITIES | 210,693,577 |
| Regular Reserve | 0 |
| Other Reserves | 9,034,430 |
| Undivided Earnings | 18,281,488 |
| TOTAL EQUITY | 27,315,918 |
| TOTAL LIABILITIES, SHARES, & EQUITY | 238,009,495 |
| INCOME & EXPENSE | |
| Loan Income | 6,736,850 |
| Investment Income | 1,482,824 |
| Other Income | 60,110 |
| Total Employee Compensation & Benefits | 1,741,667 |
| NCUSIF (National Credit Union Share Insurance Fund) Premiums Expense | 0 |
| Total Other Operating Expenses | 1,471,671 |
| Non-operating Income & (Expense) | 0 |
| NCUSIF Stabilization Income | N/A |
| Provision for Loan/Lease Losses or Total Credit Loss Expense | 137,000 |
| Cost of Funds | 3,728,968 |
| NET INCOME (LOSS) EXCLUDING STABILIZATION EXPENSE & NCUSIF PREMIUM | N/A |
| Net Income (Loss) | 1,688,130 |
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