CREDIT UNIONS IN THE STATE OF CALIFORNIA

EIN: 946172866

HAYWARD, CA

Total Revenue
$4,762,312
Total Expenses
$3,621,938
Total Assets
$78,009,566
Net Assets
$9,473,173
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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
1953
Legal Domicile
CA
Principal Officer
GEORGETTE MUNOZ
Phone
5106906138
Tax Period
2025-01-01 to 2025-12-31

CREDIT UNIONS IN THE STATE OF CALIFORNIA, founded in 1953, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2025. The organization ran a surplus of $1.1M, a strong 24% operating margin.

Mission

BAY CITIES CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS, CREATING A SOURCE OF CREDIT FOR THEM AT RATES OF INTEREST SET BY THE BOARD OF DIRECTORS, AND PROVIDING AN OPPORTUNITY FOR THEM TO USE AND CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER TO IMPROVE THEIR ECONOMIC AND SOCIAL CONDITIONS. AS A COOPERATIVE, BAY CITIES CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,862,357
Investment Income $1,899,955
Other Revenue $0
TOTAL REVENUE $4,762,312

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,506,029
Fundraising Expenses $0
Other Expenses $2,115,909
TOTAL EXPENSES $3,621,938

Year-over-Year Comparison

2025 2024 Change
Revenue $4,762,312 $4,579,969 +0.0%
Expenses $3,621,938 $3,583,905 +0.0%
Net Income $1,140,374 $996,064 +0.1%
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
5
Independent Members
5
Employees
21
Volunteers
10

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
$172,062
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GEORGETTE MUNOZ CEO 40.00
Officer
$157,654 $14,408 $172,062
NORMAN WEISBROD Chairman 1.00
Director
$0 $0 $0
MARK MOSIER Treasurer 1.00
Director
$0 $0 $0
EDWARD CARTER Director 1.00
Director
$0 $0 $0
GREGORY MAILHO Director 1.00
Director
$0 $0 $0
TRACY KELLY Director 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 $4,762,312 $3,621,938 $78,009,566 $1,140,374
2024 No data No data No data No data
2023 $3,848,970 $3,195,091 $79,650,436 $653,879
2022 $2,783,364 $2,941,000 $85,779,594 $-157,636
2021 $2,487,917 $2,802,398 $87,751,739 $-314,481
2020 $2,996,917 $3,078,533 $84,226,050 $-81,616
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