SAN DIEGO, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)WHEELHOUSE CREDIT UNION FKA SAN DIEGO METROPOLITAN CREDIT UNION, founded in 1934, is a mid-sized nonprofit that reported $23.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.
A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS.
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 | $23,540,529 | $21,108,393 | +0.1% |
| Expenses | $22,961,080 | $21,695,700 | +0.1% |
| Net Income | $579,449 | $-587,307 | -2.0% |
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 |
|---|---|---|---|---|---|---|
| SHARON FLOYD | CHAIRPERSON | 1.00 |
Director
|
$0 | $0 | $0 |
| STEPHANIE ROSE | VICE CHAIRPERSON | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT WILSON | BOARD SECRETARY/TREASURER | 1.00 |
Director
|
$0 | $0 | $0 |
| MELISSA RUSSO | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| LAURA YOUNG | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBERT LAWRENCE | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MARCIA MCLATCHY | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MARIO MODIANO | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| DAN SOBEL | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| GEORGE THOMAS | SUPV CMTE VICE CHAIR | 1.00 |
Director
|
$0 | $0 | $0 |
| EDWARD PRENDELL | SUPV CMTE SECRETARY | 1.00 |
Director
|
$0 | $0 | $0 |
| GAIL GLUTTING | SUPV CMTE MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MCRAY MURDOCK | SUPV CMTE MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SCOTT WAHL | SUPV CMTE MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| LISA PAUL-HILL | PRESIDENT/CEO | 50.00 |
Officer
|
$328,972 | $42,928 | $371,900 |
| LISA CHAN FORMER | CFO | 50.00 |
Officer
|
$172,145 | $20,074 | $192,219 |
| JOHN FRAZZA | CLO | 50.00 |
Officer
|
$215,758 | $14,515 | $230,273 |
| REBECCA RAMOS-ARZOLA | VP HUMAN RESOURCES | 50.00 |
Highest
|
$191,881 | $24,926 | $216,807 |
| CURT YASUHARA | VP BUSINESS INTELLIGENCE | 50.00 |
Highest
|
$187,263 | $33,236 | $220,499 |
| BRET JOHNSON | VP OPERATIONS | 50.00 |
Highest
|
$178,560 | $21,411 | $199,971 |
| DOUG LAFAVE | VP INFORMATION TECHNOLOGY | 50.00 |
Highest
|
$170,313 | $22,997 | $193,310 |
| JILL FAUCHER | VP MARKETING | 50.00 |
Highest
|
$167,996 | $27,434 | $195,430 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $23,540,529 | $22,961,080 | $441,639,938 | $579,449 |
| 2023 | $21,108,393 | $21,695,700 | $435,356,799 | $-587,307 |
| 2022 | $17,871,184 | $16,650,413 | $429,259,852 | $1,220,771 |
| 2021 | $17,122,868 | $15,731,957 | $389,094,591 | $1,390,911 |
| 2020 | $16,826,599 | $16,730,778 | $376,061,136 | $95,821 |
| 2019 | $15,829,697 | $16,082,427 | $332,489,066 | $-252,730 |
| 2018 | $15,907,448 | $14,433,461 | $286,136,344 | $1,473,987 |
Compare WHEELHOUSE CREDIT UNION FKA SAN DIEGO METROPOLITAN CREDIT UNION with other nonprofits in California and across the country.