1199 CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION

EIN: 381418001

AUBURN HILLS, MI

Total Revenue
$24,864,783
Total Expenses
$22,611,791
Total Assets
$405,800,769
Net Assets
$47,847,775
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
MI
Principal Officer
HEIDI KASSAB
Phone
2483409310
Tax Period
2023-01-01 to 2023-12-31

1199 CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION, founded in 1951, is a mid-sized nonprofit that reported $24.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $22.6M left a modest 9% surplus.

Mission

WE ARE COMMITTED TO BEING A LEADING COMMUNITY-FOCUSED CREDIT UNION THAT IS THE CORNERSTONE TO HELPING MEMBERS ACHIEVE THEIR FINANCIAL GOALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $23,373,963
Investment Income $1,476,706
Other Revenue $14,114
TOTAL REVENUE $24,864,783

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,701,805
Fundraising Expenses $0
Other Expenses $13,909,986
TOTAL EXPENSES $22,611,791

Year-over-Year Comparison

2023 2022 Change
Revenue $24,864,783 $21,603,999 +0.2%
Expenses $22,611,791 $16,880,842 +0.3%
Net Income $2,252,992 $4,723,157 -0.5%
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
147
Volunteers
9

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
$1,232,473
Total Directors
8
$0
Key Employees
2
$394,850
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEO MOSES CHAIRPERSON 10.00
Director
$0 $0 $0
CHRIS BAKER TREASURER 5.00
Director
$0 $0 $0
TIMOTHY MCGLINCHEY VICE CHAIRPERSON 5.00
Director
$0 $0 $0
TIMOTHY GREEN SECRETARY 5.00
Director
$0 $0 $0
JOHN ELSE II DIRECTOR 5.00
Director
$0 $0 $0
DAVID WOODWARD DIRECTOR 5.00
Director
$0 $0 $0
LORI OZDOWY DIRECTOR 5.00
Director
$0 $0 $0
JACKIE MACON DIRECTOR 5.00
Director
$0 $0 $0
HEIDI KASSAB PRESIDENT/CEO 40.00
Officer
$458,728 $48,363 $507,091
JENNIFER DICKEY CHIEF EXPERIENCE OFFICER 40.00
Officer
$213,327 $33,168 $246,495
CHRISTOPHER MANGENO CHIEF LENDING OFFICER 40.00
Officer
$188,437 $56,950 $245,387
MARK EVENSON CFO 40.00
Officer
$163,666 $45,872 $209,538
ROBERT STIER CFO 40.00
Officer
$23,962 $0 $23,962
SUZANNE MARTIN VP OF RETAIL SALES 40.00
Key Emp
$163,987 $21,562 $185,549
DAVID SHOSEY VP OF IT 40.00
Key Emp
$156,979 $52,322 $209,301
STEVE FLORES VP OF OPERATIONS 40.00
Highest
$145,325 $47,497 $192,822
AUTUMN NANASI VP OF CULTURE AND TALENT 40.00
Highest
$140,134 $29,804 $169,938
ANDREA CORNELL HR BUSINESS PARTNER 40.00
Highest
$105,151 $17,622 $122,773
HEATHER HERMES LOAN SERVICING MANAGER 40.00
Highest
$104,732 $16,957 $121,689
CHRISTOPHER DEGEN LENDING MANAGER 40.00
Highest
$103,662 $7,643 $111,305
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 $24,864,783 $22,611,791 $405,800,769 $2,252,992
2022 $21,603,999 $16,880,842 $409,250,365 $4,723,157
2021 $18,739,193 $14,499,595 $371,170,169 $4,239,598
2020 $16,335,314 $14,442,775 $328,529,665 $1,892,539
2019 $16,149,680 $14,650,131 $288,188,015 $1,499,549
2018 $14,753,782 $12,712,714 $284,138,924 $2,041,068
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