CALIFORNIA CREDIT UNION LEAGUE (EIN 940357265) - 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

1933

Legal Domicile

Principal Officer

LUCILLE ITO

Phone

9092126000

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA CREDIT UNION LEAGUE, founded in 1933, is a community nonprofit that reported $8.8M in total revenue in fiscal year 2024. The organization ran a surplus of $1.4M, a strong 16% operating margin.

Mission

PROVIDE CREDIT UNIONS WITH ADVOCACY, EDUCATION, INFORMATION AND LEADERSHIP.

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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 $482,499

Program Service Revenue $7,558,954

Investment Income $964,355

Other Revenue $-157,092

TOTAL REVENUE $8,848,716

Expense Breakdown

Grants Paid $64,272

Salaries & Benefits $3,010,999

Fundraising Expenses $0

Other Expenses $4,369,676

TOTAL EXPENSES $7,444,947

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,848,716	$8,666,025	+0.0%
Expenses	$7,444,947	$6,520,032	+0.1%
Net Income	$1,403,769	$2,145,993	-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

115

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

$2,252,938

Total Directors

Key Employees

$600,345

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA BLAND	EXEC. DIRECTOR/CHAIR	1.00	Officer Director	$0	$0	$0
SARA KLEIN	EXEC. DIRECTOR/VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROB GREAFF	AT LARGE EXEC. CMTE MEMBER	1.00	Officer Director	$0	$0	$0
CARRIE BIRKHOFER	DIRECTOR	0.50	Director	$0	$0	$0
DAVE GUNDERSON	DIRECTOR	0.50	Director	$0	$0	$0
HAROLD ROUNDTREE	DIRECTOR	0.50	Director	$0	$0	$0
JENNA LAMPSON	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER OLIVER	DIRECTOR	0.50	Director	$0	$0	$0
KEITH SULTEMEIER	DIRECTOR - EX-OFFICIO	0.50	Director	$0	$0	$0
NADER MOGHADDAM	DIRECTOR - EX-OFFICIO	0.50	Director	$0	$0	$0
SCOTT SIMPSON	PRESIDENT/CEO	30.00	Officer	$644,990	$298,314	$943,304
DIANA DYKSTRA	FORMER PRESIDENT/CEO	30.00	Officer	$735,626	$20,785	$756,411
LAWRENCE PALOCHIK	EVP	20.00	Officer	$0	$52,932	$427,988
DAVINA LAW	SECRETARY/EXECUTIVE ASSISTANT	30.00	Officer	$115,391	$9,844	$125,235
ROBERT WILSON	SVP STATE GOVERNMENT AFFAIRS	40.00	Key Emp	$300,357	$13,908	$314,265
STEPHANIE CUEVAS	SVP FEDERAL GOVT AFFAIRS	40.00	Key Emp	$281,005	$5,075	$286,080
LISA DESCHAINE-QUARANTA	VP OF REGULATORY ADVOCACY	40.00	Highest	$171,717	$31,056	$202,773
RICHARD STANTON	VP MEDIA RELATIONS & DATA	32.00	Highest	$160,620	$20,399	$181,019
ANGELICA RODRIGUEZ	POLITICAL ADVOCACY MANAGER	40.00	Highest	$104,333	$30,854	$135,187

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	$8,848,716	$7,444,947	$35,699,222	$1,403,769
2023	$8,666,025	$6,520,032	$33,476,335	$2,145,993
2022	$7,938,377	$6,736,755	$31,159,422	$1,201,622
2021	$7,558,766	$6,575,892	$29,531,328	$982,874
2020	$6,686,522	$6,079,852	$28,674,426	$606,670
2019	$6,787,546	$6,928,606	$30,146,423	$-141,060
2019	$6,787,546	$6,928,606	$30,146,423	$-141,060
2018	$6,351,132	$6,607,822	$29,368,339	$-256,690

CALIFORNIA CREDIT UNION LEAGUE