CREDIT UNION EXECUTIVES SOCIETY INC (EIN 391351028) - 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

1980

Legal Domicile

Principal Officer

HEATHER MCKISSICK

Phone

6082712664

Tax Period

2024-10-01 to 2025-09-30

CREDIT UNION EXECUTIVES SOCIETY INC, founded in 1980, is a mid-sized nonprofit that reported $13.5M in total revenue in fiscal year 2024.

Mission

TO EDUCATE AND DEVELOP CREDIT UNION CEOS, DIRECTORS AND FUTURE LEADERS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,328,914

Investment Income $191,249

Other Revenue $28,076

TOTAL REVENUE $13,548,239

Expense Breakdown

Grants Paid $19,825

Salaries & Benefits $5,561,082

Fundraising Expenses $0

Other Expenses $7,806,525

TOTAL EXPENSES $13,387,432

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,548,239	$13,170,693	+0.0%
Expenses	$13,387,432	$13,049,393	+0.0%
Net Income	$160,807	$121,300	+0.3%

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

Volunteers

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

$1,333,708

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD ROMERO	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
MARK ROBNETT	VICE CHAIR	5.00	Officer Director	$0	$0	$0
GERRY AGNES	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER BINKLEY	SECRETARY	5.00	Officer Director	$0	$0	$0
KELLY MARSHALL	DIRECTOR/IMMEDIATE PAST CHAIR	5.00	Director	$0	$0	$0
DEONNE CHRISTENSEN	DIRECTOR	5.00	Director	$0	$0	$0
TIFFANY FORD	DIRECTOR	5.00	Director	$0	$0	$0
STEPHANIE PROPPS	DIRECTOR	5.00	Director	$0	$0	$0
JIM HAYES	DIRECTOR	5.00	Director	$0	$0	$0
JERRY SAALSAA	SVP/CHIEF OPERATIONS OFFICER	40.00	Officer	$255,158	$42,101	$297,259
DAWN ABELY	SVP/CHIEF SALES & MEMBER R	40.00	Officer	$281,650	$50,831	$332,481
TONY HILL	SVP/CHIEF MARKETING OFFICER	40.00	Officer	$205,492	$19,387	$224,879
HEATHER MCKISSICK	PRESIDENT/CEO	40.00	Officer	$428,447	$50,642	$479,089
CURT WEIER	VP FINANCE	40.00	Highest	$139,680	$18,073	$157,753
CHAD HELMINAK	VP TALENT DEVELOPMENT PROGRAMMING	40.00	Highest	$137,853	$18,617	$156,470
JOETTE MITCHELL-MILLER	VP/EXECUTIVE EDUCATIONS	40.00	Highest	$127,500	$31,479	$158,979
CAROLYN CEREGHINO	VP/ SALES & MEMBER RELATIONS	40.00	Highest	$138,306	$24,918	$163,224
RUSSELL EVANS	VP/SALES & MEMBER RELATIONS	1.00	Highest	$136,163	$39,939	$176,102

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
2025	$13,548,239	$13,387,432	$12,246,943	$160,807
2024	$13,170,693	$13,049,393	$10,807,727	$121,300
2023	$12,811,380	$12,762,860	$10,040,973	$48,520
2022	$11,726,194	$11,642,850	$8,321,099	$83,344
2021	$10,935,320	$10,520,744	$8,843,524	$414,576
2020	$8,382,180	$9,427,759	$6,773,475	$-1,045,579
2019	$12,773,298	$12,553,522	$8,390,380	$219,776
2018	$12,557,538	$12,847,995	$7,985,545	$-290,457

CREDIT UNION EXECUTIVES SOCIETY INC