Safe 1 Credit Union

EIN: 951812302 Public & Societal Benefit

Bakersfield, CA

Total Revenue
$58,951,487
Total Expenses
$45,235,986
Total Assets
$1,001,281,015
Net Assets
$151,607,958
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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
1952
Legal Domicile
CA
Principal Officer
David King
Phone
6613273818
Tax Period
2024-01-01 to 2024-12-31

Safe 1 Credit Union, founded in 1952, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $59.0M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13.7M, a strong 23% operating margin.

Mission

Provided deposit and loan accounts to 81,521 members. Provided low cost source of credit and low cost financial services to our members. Provided source for member savings and checking account needs.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $39,626,507
Investment Income $7,393,843
Other Revenue $11,931,137
TOTAL REVENUE $58,951,487

Expense Breakdown

Grants Paid $0
Salaries & Benefits $13,009,473
Fundraising Expenses $0
Other Expenses $21,007,297
TOTAL EXPENSES $45,235,986

Year-over-Year Comparison

2024 2023 Change
Revenue $58,951,487 $47,057,316 +0.3%
Expenses $45,235,986 $34,255,595 +0.3%
Net Income $13,715,501 $12,801,721 +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
11
Independent Members
11
Employees
152
Volunteers
14

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
$782,345
Total Directors
14
$8,170
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
David King CEO/President 40.00
Officer
$400,407 $67,115 $467,522
Cindy Wonderly CFO/EVP-Finance 40.00
Officer
$255,100 $59,723 $314,823
Lorraine Townsend EVP-Operations 40.00
$243,450 $32,648 $276,098
Michael George EVP-Marketing 40.00
$218,364 $56,784 $275,148
Timothy Spencer EVP-Lending 40.00
$234,274 $31,914 $266,188
Mary Higgins VP Compliance 40.00
$149,575 $39,626 $189,201
Jeff Simpson VP Finance 40.00
$138,790 $45,057 $183,847
Carol Dobbs EVP Risk 40.00
$156,225 $25,670 $181,895
Chris Hanson VP IT 40.00
$165,946 $13,276 $179,222
Micaela Venegas IT Supervisor 40.00
$147,404 $24,344 $171,748
Marie Rodriguez VP Call Center 40.00
$126,950 $23,328 $150,278
Richard Ruiz Vice Chair 2.00
Director
$2,314 $0 $2,314
Brian Driesen Treasurer 2.00
Director
$2,179 $0 $2,179
Tracy Chitwood Board Member 2.00
Director
$1,743 $0 $1,743
Serene Storslett SC Chair 1.00
Director
$1,085 $0 $1,085
Mike Reed Board Member 2.00
Director
$849 $0 $849
Ray Voight Board Member 2.00
Director
$0 $0 $0
Ron Wolfe Board Member 2.00
Director
$0 $0 $0
Maureen Buscher-Dang Board Member 2.00
Director
$0 $0 $0
Dawn Cole Chairman 2.00
Director
$0 $0 $0
Michael Bennett Secretary 2.00
Director
$0 $0 $0
Woody Morrison Board Member 2.00
Director
$0 $0 $0
Vernon Powers Board Member 2.00
Director
$0 $0 $0
Robert Dickson SC Member 1.00
Director
$0 $0 $0
Doug Kileen SC Member 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
2024 No data No data No data No data
2024 $58,951,487 $45,235,986 $1,001,281,015 $13,715,501
2024 $58,951,487 $45,235,986 $1,001,281,015 $13,715,501
2023 $47,057,316 $34,255,595 $1,037,445,216 $12,801,721
2022 $36,115,479 $25,739,563 $893,921,948 $10,375,916
2021 $31,709,668 $21,697,513 $882,218,839 $10,012,155
2020 $29,174,406 $25,833,264 $789,474,402 $3,341,142
2019 $30,497,624 $23,058,918 $652,808,295 $7,438,706
2018 $27,555,279 $20,266,543 $620,002,186 $7,288,736
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