CREDIT UNION SELF-INSURED GROUP OF CALIFORNIA CO AFFINITY GROUP ADMINSTRS

EIN: 200406647 Public & Societal Benefit

ORANGEVALE, CA

Total Revenue
$2,753,093
Total Expenses
$1,455,018
Total Assets
$32,224,735
Net Assets
$27,594,809
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
CA
Principal Officer
CLAY A JACKSON
Phone
9169833387
Tax Period
2024-01-01 to 2024-12-31

CREDIT UNION SELF-INSURED GROUP OF CALIFORNIA CO AFFINITY GROUP ADMINSTRS, founded in 2003, is a community nonprofit in the Public & Societal Benefit sector that reported $2.8M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $1.3M, a strong 47% operating margin.

Mission

AS AN ORGANIZATION ESTABLISHED FOR THE EXCLUSIVE SUPPORT OF EXEMPT CREDIT UNIONS, IT PROVIDES CALIFORNIA CREDIT UNIONS WITH LOW-COST ALTERNATIVE TO WORKERS' COMPENSATION INSURANCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,537,046
Investment Income $216,047
Other Revenue $0
TOTAL REVENUE $2,753,093

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,236,767
Other Expenses $1,455,018
TOTAL EXPENSES $1,455,018

Year-over-Year Comparison

2024 2023 Change
Revenue $2,753,093 $3,245,954 -0.2%
Expenses $1,455,018 $2,080,814 -0.3%
Net Income $1,298,075 $1,165,140 +0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
21

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
5
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RAQUEL FLORES CHAIR 0.50
Officer Director
$0 $0 $0
CHRIS HARRIS VICE CHAIR 0.50
Officer Director
$0 $0 $0
MELISSA CLEBORNE VICE CHAIR 0.50
Officer Director
$0 $0 $0
JANET MAINENTI SECRETARY 0.50
Officer Director
$0 $0 $0
HUDSON LEE TREASURER 0.50
Officer Director
$0 $0 $0
LEEANNE GIBLIN MEMBER AT LARGE 0.50
Director
$0 $0 $0
TOM GRAY MEMBER AT LARGE 0.50
Director
$0 $0 $0
LISA PESTA MEMBER AT LARGE 0.50
Director
$0 $0 $0
MARK MANNS MEMBER AT LARGE 0.50
Director
$0 $0 $0
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 $2,753,093 $1,455,018 $32,224,735 $1,298,075
2023 $3,245,954 $2,080,814 $31,606,614 $1,165,140
2022 $2,302,249 $1,353,419 $30,294,565 $948,830
2021 $3,836,752 $1,358,406 $33,798,400 $2,478,346
2020 $4,011,574 $2,312,731 $31,399,883 $1,698,843
2019 $3,848,368 $979,823 $29,736,529 $2,868,545
2018 $4,455,998 $287,650 $27,013,763 $4,168,348
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