CREDIT UNION EXECUTIVES SOCIETY MICHIGAN COUNCIL (EIN 363919343) - Form 990 Financial Analysis & Trantor Score

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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

1962

Legal Domicile

Principal Officer

ANDREA BADICS

Phone

2482634107

Tax Period

2023-01-01 to 2023-12-31

CREDIT UNION EXECUTIVES SOCIETY MICHIGAN COUNCIL, founded in 1962, is a small nonprofit that reported $236K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $68K, a strong 29% operating margin.

Mission

TO ADVANCE THE PROFESSIONAL DEVELOPMENT OF CREDIT UNION CEOS, SENIOR MANAGERS, DIRECTORS AND COMMITTEE MEMBERS THROUGH CONFERENCES AND OTHER NETWORKING OPPORTUNITIES.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $234,707

Investment Income $1,775

Other Revenue $0

TOTAL REVENUE $236,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $167,999

TOTAL EXPENSES $167,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$236,482	$214,921	+0.1%
Expenses	$167,999	$144,970	+0.2%
Net Income	$68,483	$69,951	0.0%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE OWENS	CHAIR	1.00	Officer Director	$0	$0	$0
ANDREA BADICS	2024 TREASUR	1.00	Officer Director	$0	$0	$0
PEG LAMB	2023 TREASUR	1.00	Officer Director	$0	$0	$0
JANET THOMPSON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE KRIEGER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARCUS ENGLISH	DIRECTOR-	0.50	Director	$0	$0	$0
PATTY CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
MARK CRAMER	DIRECTOR	0.50	Director	$0	$0	$0
ANDY KEMPF	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT MCFARLAND	DIRECTOR	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	No data	No data	No data	No data
2023	$236,482	$167,999	$205,490	$68,483
2022	$214,921	$144,970	$137,007	$69,951
2021	$47,205	$38,382	$67,056	$8,823
2020	$65,948	$97,233	$58,233	$-31,285
2019	$217,840	$205,841	$89,518	$11,999

CREDIT UNION EXECUTIVES SOCIETY MICHIGAN COUNCIL