WESTERN CUNA MANAGEMENT SCHOOL

EIN: 954529650 501(c)(3) Education

ONTARIO, CA

Total Revenue
$1,888,641
Total Expenses
$1,587,635
Total Assets
$1,321,482
Net Assets
$1,298,235
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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
1960
Legal Domicile
CA
Principal Officer
DIANA DYKSTRA
Phone
8004721702
Tax Period
2023-01-01 to 2023-12-31

WESTERN CUNA MANAGEMENT SCHOOL, founded in 1960, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $301K, a strong 16% operating margin.

Mission

TO PROVIDE TRAINING AND EDUCATION FOR CREDIT UNION MANAGEMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $54,891
Program Service Revenue $1,786,299
Investment Income $44,859
Other Revenue $2,592
TOTAL REVENUE $1,888,641

Expense Breakdown

Grants Paid $54,950
Salaries & Benefits $413,907
Fundraising Expenses $0
Program Expenses $1,480,019
Other Expenses $1,118,778
TOTAL EXPENSES $1,587,635

Year-over-Year Comparison

2023 2022 Change
Revenue $1,888,641 $1,365,694 +0.4%
Expenses $1,587,635 $1,491,341 +0.1%
Net Income $301,006 $-125,647 -3.4%
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
9
Independent Members
7
Employees
3
Volunteers
7

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
6
$1,678,678
Total Directors
9
$1,548,221
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANIE TEUBNER CHAIR 1.00
Officer Director
$0 $0 $0
WALLY MURRAY VICE CHAIR 0.80
Officer Director
$0 $0 $0
TRACIE KENYON SECRETARY/TREASURER 0.80
Officer Director
$0 $0 $0
STERLING NIELSEN TRUSTEE 0.80
Director
$0 $0 $0
BILL CHENEY TRUSTEE 0.80
Director
$0 $0 $0
JOAN OPP TRUSTEE 0.80
Director
$0 $0 $0
MIKE WILLIAMS TRUSTEE 0.80
Director
$0 $0 $0
DIANA DYKSTRA PRESIDENT 3.00
Officer Director
$134,218 $27,547 $1,363,844
MICHAEL STEINBERGER DEAN & CHIEF ACADEMIC OFFI 8.00
Officer Director
$184,377 $0 $184,377
NANCY WOOD DIRECTOR OF SCHOOL ADMIN 40.00
Officer
$113,856 $16,601 $130,457
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 $1,888,641 $1,587,635 $1,321,482 $301,006
2022 $1,365,694 $1,491,341 $1,138,873 $-125,647
2021 $945,578 $771,900 $1,197,289 $173,678
2020 $18,191 $566,275 $1,300,591 $-548,084
2019 $1,530,698 $1,365,165 $1,577,905 $165,533
2018 $1,449,961 $1,373,289 $1,419,185 $76,672
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