UNIVERSAL CITY STUDIOS CREDIT UNION (EIN 951321381) - 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

1927

Legal Domicile

Principal Officer

JESSE LOPEZ

Phone

8187771295

Tax Period

2023-01-01 to 2023-12-31

UNIVERSAL CITY STUDIOS CREDIT UNION, founded in 1927, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $603K, a strong 16% operating margin.

Mission

A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,250,745

Investment Income $500,091

Other Revenue $52,820

TOTAL REVENUE $3,803,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,023,812

Fundraising Expenses $0

Other Expenses $2,177,156

TOTAL EXPENSES $3,200,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,803,656	$2,721,085	+0.4%
Expenses	$3,200,968	$2,660,754	+0.2%
Net Income	$602,688	$60,331	+9.0%

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

$412,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUNE SMITH	CHAIRPERSON	1.00	Director	$0	$0	$0
JAMES MAULL	VICE CHAIRPERSON	1.00	Director	$0	$0	$0
MELISSA LEFFLER	SECRETARY	1.00	Director	$0	$0	$0
LEONARD DIRISIO	TREASURER	1.00	Director	$0	$0	$0
JANET ETZKORN	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULA BRAND	SUPV CMTE CHAIRPERSON	1.00	Director	$0	$0	$0
VALERIE ADAMS	SUPV CMTE MEMBER	1.00	Director	$0	$0	$0
WILLA KING	SUPV CMTE MEMBER	1.00	Director	$0	$0	$0
RANDY LENCIONI	SUPV CMTE MEMBER	1.00	Director	$0	$0	$0
RALPH RICCATELLI	SUPV CMTE MEMBER	1.00	Director	$0	$0	$0
JESUS LOPEZ	CEO	40.00	Officer	$141,862	$10,901	$152,763
BRIAN HOLLISTER	DIRECTOR OF FINANCE	40.00	Officer	$100,527	$10,187	$110,714
ANN BABICH	VP OF OPERATIONS	40.00	Officer	$75,068	$17,579	$92,647
ALBERTO DIOSDADO	DIRECTOR OF ADMINISTRATION	40.00	Officer	$52,574	$4,002	$56,576

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	No data	No data	No data	No data
2023	$3,803,656	$3,200,968	$76,692,335	$602,688
2022	$2,721,085	$2,660,754	$80,914,523	$60,331
2021	$2,435,236	$2,581,861	$81,762,392	$-146,625
2020	$2,614,858	$2,720,043	$79,293,488	$-105,185
2019	$3,193,615	$3,070,060	$71,195,190	$123,555
2018	$3,138,770	$2,737,335	$68,737,342	$401,435

UNIVERSAL CITY STUDIOS CREDIT UNION