GLENDALE, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)CALIFORNIA CREDIT UNION, founded in 1939, is a major nonprofit that reported $243.6M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $223.3M left a modest 8% surplus.
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, CALIFORNIA 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.
WE CONCLUDED ANOTHER SUCCESSFUL YEAR SERVING OUR MEMBERS IN 2024.
AT CALIFORNIA CREDIT UNION, WE WERE PROUD TO CONTINUE SUPPORTING OUR MEMBERS AND COMMUNITIES BY HELPING THEM ACHIEVE THEIR FINANCIAL GOALS. ADDING NEW MEMBER VALUE HAS ALWAYS BEEN A KEY PRIORITY AND...
AT CALIFORNIA CREDIT UNION, WE WERE PROUD TO CONTINUE SUPPORTING OUR MEMBERS AND COMMUNITIES BY HELPING THEM ACHIEVE THEIR FINANCIAL GOALS. ADDING NEW MEMBER VALUE HAS ALWAYS BEEN A KEY PRIORITY AND WE CONTINUED TO DELIVER AS WE WERE ONCE AGAIN CERTIFIED AS A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI), A DESIGNATION ONLY GIVEN TO ORGANIZATIONS PROVEN TO PROVIDE FINANCIAL SERVICES IN COMMUNITIES THAT HAVE HISTORICALLY LACKED ACCESS TO TRADITIONAL BANKING SERVICES. IN ADDITION, WE LAUNCHED OUR BANK ON CHECKING ACCOUNT WHICH IS A SAFE BANKING SOLUTION DESIGNED FOR PROSPECTIVE MEMBERS WHO MAY NOT QUALIFY FOR OTHER CHECKING ACCOUNT TYPES DUE TO THEIR PAST BANKING HISTORY AT OTHER FINANCIAL INSTITUTIONS. THIS PRODUCT IS FEATURED ON THE NATIONAL BANK ON WEBSITE, WHICH PROVIDES A DIRECT LINK TO OUR WEBSITE. IN 2024, OUR FINANCIAL LITERACY PROGRAMS REACHED 32,000 PROVIDING 40 FINANCIAL EDUCATION MODULES TO ALL MEMBERS AND WEBSITE VISITORS FOR FREE AS WELL AS OFFERING FINANCIAL LITERACY PROGRAMS IN PARTNERSHIP WITH GREENPATH FINANCIAL WELLNESS AND A BITE OF REALITY.
CALIFORNIA CREDIT UNION REMAINED COMMITTED TO SUPPORTING OUR COMMUNITIES BY INVESTING OVER $720,000 INTO NEW PARTNERSHIPS, EMPLOYEE VOLUNTEERISM, AND INDUSTRY ADVOCACY OPPORTUNITIES. WE ALSO...
CALIFORNIA CREDIT UNION REMAINED COMMITTED TO SUPPORTING OUR COMMUNITIES BY INVESTING OVER $720,000 INTO NEW PARTNERSHIPS, EMPLOYEE VOLUNTEERISM, AND INDUSTRY ADVOCACY OPPORTUNITIES. WE ALSO CONTINUED OUR PARTNERSHIP WITH THE LOS ANGELES ZOO WHOSE FOCUS ON FAMILIES AND EDUCATION DIRECTLY ALIGNS WITH OUR GOALS AND PURPOSE IN THE LA MARKET. THIS PARTNERSHIP PROVIDES GREAT EXPOSURE TO THE ZOO'S NEARLY 1.8 MILLION ANNUAL VISITORS, AS WELL AS ALLOW FOR ONSITE ACTIVATIONS FOR NEW MEMBERSHIPS, EDUCATIONAL SUPPORT FOR UNDERSERVED SCHOOLS, COMMUNITY GIVING AND VOLUNTEER OPPORTUNITIES. IN 2024, OUR EMPLOYEES SERVED AS VOLUNTEERS ON 21 EDUCATION AND COMMUNITY FOUNDATION BOARDS ACROSS SOUTHERN CALIFORNIA. OUR STAFF CAME TOGETHER TO SUPPORT OPERATION HOMEFRONT PUTTING TOGETHER CARE PACKAGES TO SUPPORT OUR TROOPS, BUILD HOMES FOR HABITAT FOR HUMANITY, MARCH IN THE SAN DIEGO PRIDE FESTIVAL, DISTRIBUTE SCHOOL SUPPLIES, AND MUCH MORE.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $243,554,300 | $204,850,638 | +0.2% |
| Expenses | $223,294,545 | $184,990,439 | +0.2% |
| Net Income | $20,259,755 | $19,860,199 | +0.0% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| WALTON GREENE | CHAIRMAN | 1.00 |
Director
|
$0 | $0 | $0 |
| PAMELA FEES | VICE CHAIRPERSON | 1.00 |
Director
|
$0 | $0 | $0 |
| REBECCA COLLIER | BOARD SECRETARY | 1.00 |
Director
|
$0 | $0 | $0 |
| JEFF STONE | BOARD TREASURER | 1.00 |
Director
|
$0 | $0 | $0 |
| JAMES DOYLE FORMER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| VICTOR HANSON | BOARD MEMBER | 1.00 |
Director
|
$2,144 | $0 | $2,144 |
| TED FUJIMOTO | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SURVIVA MENDOZA FORMER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| FREDRIC NIGRO FORMER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| EMMANUEL OLAES | BOARD MEMBER | 1.00 |
Director
|
$731 | $0 | $731 |
| MARCIA WADE | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JANALYN GLYMPH | SUPERVISORY COMMITTEE CHAIR | 1.00 |
Director
|
$838 | $0 | $838 |
| WILLIAM KALEY | SUPERVISORY COMMITTEE SECRETARY | 1.00 |
Director
|
$0 | $0 | $0 |
| GUILBERT HENTSCHKE | SUPERVISORY COMMITTEE MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ROGER MCTIGHE | SUPERVISORY COMMITTEE MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SCOTT J SVONKIN | SUPERVISORY COMMITTEE MEMBER | 1.00 |
Director
|
$2,505 | $0 | $2,505 |
| STEVEN O'CONNELL | PRESIDENT, CEO | 40.00 |
Officer
|
$1,130,594 | $60,821 | $1,191,415 |
| MARK LOVEWELL | EVP, CFO AND PRESIDENT OF CUSO OPS | 40.00 |
Officer
|
$658,064 | $82,745 | $740,809 |
| ROBERT O'GRADY | EVP, CHIEF OPERATING OFFICER | 40.00 |
Officer
|
$812,969 | $48,127 | $861,096 |
| HUDSON LEE | EVP, CHIEF RISK OFFICER | 40.00 |
Officer
|
$568,463 | $52,127 | $620,590 |
| JOHN BRETTHAUER | EVP, CHIEF ADMINISTRATIVE OFFICER | 40.00 |
Officer
|
$556,775 | $60,821 | $617,596 |
| RICHARD HUBENY | EVP, CHIEF LENDING OFFICER | 40.00 |
Officer
|
$521,962 | $80,151 | $602,113 |
| DIANE MADISON-JAMMAL | SVP, CHIEF INNOVATION OFFICER | 40.00 |
Key Emp
|
$1,050,617 | $43,700 | $1,094,317 |
| PATRICK ZARIFIAN | SVP, CHIEF EXPERIENCE OFFICER | 40.00 |
Key Emp
|
$437,357 | $60,821 | $498,178 |
| JILL VASANT | SVP, CHIEF MARKETING OFFICER | 40.00 |
Key Emp
|
$385,033 | $55,893 | $440,926 |
| CHARLES LACUESTA | SVP, CHIEF INFORMATION OFFICER | 40.00 |
Key Emp
|
$373,778 | $30,750 | $404,528 |
| MARVEL FORD | SVP, CHIEF ADVOCACY OFFICER | 40.00 |
Key Emp
|
$328,785 | $31,966 | $360,751 |
| JASON PUGH | SVP, REAL ESTATE LENDING | 40.00 |
Key Emp
|
$287,959 | $46,370 | $334,329 |
| KIMBERLY SMITH | SVP, CONSUMER LENDING | 40.00 |
Key Emp
|
$264,959 | $10,227 | $275,186 |
| BLANCA DONAHUE | SVP, OPERATIONS | 40.00 |
Key Emp
|
$241,218 | $43,882 | $285,100 |
| AMADA MORALES | SVP, HUMAN RESOURCES | 40.00 |
Key Emp
|
$239,031 | $40,590 | $279,621 |
| IRMA A JIMENEZ | VP, MORTGAGE LOAN OFFICER | 40.00 |
Highest
|
$946,115 | $55,895 | $1,002,010 |
| KEVIN ANDREW WITOWICH | FINANCIAL ADVISOR | 40.00 |
Highest
|
$668,265 | $54,555 | $722,820 |
| CARLO ALBERT BOTON | FINANCIAL ADVISOR | 40.00 |
Highest
|
$490,888 | $18,862 | $509,750 |
| SAM NOP | VP, CONTROLLER | 40.00 |
Highest
|
$388,226 | $43,579 | $431,805 |
| BRIAN JAMES VENN | VP, PROGRAM MANAGER | 40.00 |
Highest
|
$371,748 | $60,836 | $432,584 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $243,554,300 | $223,294,545 | $5,046,381,674 | $20,259,755 |
| 2023 | $204,850,638 | $184,990,439 | $4,876,733,268 | $19,860,199 |
| 2022 | $152,708,557 | $129,286,444 | $4,561,740,327 | $23,422,113 |
| 2021 | $164,391,792 | $124,229,218 | $4,290,889,688 | $40,162,574 |
| 2020 | $144,885,317 | $140,425,127 | $3,815,429,375 | $4,460,190 |
| 2019 | $155,942,457 | $124,317,978 | $3,190,811,816 | $31,624,479 |
| 2018 | $142,976,572 | $120,627,874 | $3,086,714,883 | $22,348,698 |
Compare CALIFORNIA CREDIT UNION with other nonprofits in California and across the country.