SOUTHERN CALIFORNIA CREDIT UNION A… - Form 990 Financial Data

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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

2008

Legal Domicile

Principal Officer

JILL MAHANY

Phone

8559225266

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN CALIFORNIA CREDIT UNION ALLIANCE, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $255K in total revenue in fiscal year 2024.

Mission

TO FOSTER COLLABORATION AMONG CREDIT UNIONS IN ALL AREAS OF CREDIT UNION BUSINESS AND ACTIVITIES

Program Service Accomplishments

Program 1

Expenses: $254,158 Revenue: $228,054

TO FOSTER COLLABORATION AMONG CREDIT UNIONS IN ALL AREAS OF CREDIT UNION BUSINESS AND ACTIVITIES

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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 $21,939

Program Service Revenue $228,054

Investment Income $40

Other Revenue $5,247

TOTAL REVENUE $255,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,309

Fundraising Expenses $0

Program Expenses $254,158

Other Expenses $211,013

TOTAL EXPENSES $266,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$255,280	$247,022	+0.0%
Expenses	$266,322	$214,846	+0.2%
Net Income	$-11,042	$32,176	-1.3%

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

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
JILL MAHANY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JON HERNANDEZ	1ST VICE CHAIR	1.00	Officer Director	$0	$0	$0
DARIN WOINAROWICZ	2ND VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFF BELLARD	TREASURER	1.00	Officer Director	$0	$0	$0
SHANNON WORKMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
ALEN TOROSYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES PAPENFUS	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL PENROD	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE KOTLEWSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC DAY	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY PEREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
HECTOR MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL ERPS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN POSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT EINSTEIN	BOARD MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$255,280	$266,322	$123,726	$-11,042
2023	$247,022	$214,846	$98,619	$32,176
2022	$244,185	$228,236	$77,519	$15,949
2021	$97,239	$99,714	$69,643	$-2,475
2020	$84,115	$86,053	$81,139	$-1,938
2019	$263,547	$262,456	$56,967	$1,091
2018	$257,212	$242,605	$61,736	$14,607

SOUTHERN CALIFORNIA CREDIT UNION ALLIANCE