CREDIT UNION OF SOUTHERN CALIFORNIA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CREDIT UNION OF SOUTHERN CALIFORNIA (EIN 95-1818041)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202443069349302654
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T15:36:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954083485 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNER WARREN HWANG & CONRAD ACCTCY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH FIRST ST STE 202 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951818041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION OF SOUTHERN CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRED | BusinessNameControlTxt |
| Phone | 5626988326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 EAST KAISER BLVD 300 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92808 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATSU DURST | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5626988326 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALENTINO CREUS CPA | PreparerPersonNm |
| PTIN | P01054153 | PTIN |
| Phone | 8189549700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVE GUNDERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 EAST KAISER BLVD 300 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $180,062,753 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CUSOCAL.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | CREDIT UNION | OtherOrganizationDsc |
| Formation | 1954 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 407 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $12,659,569 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $100,530,016 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $126,836,683 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,526,275 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,176,356 | CYInvestmentIncomeAmt |
| PY Other Revenue | $153,914 | PYOtherRevenueAmt |
| CY Other Revenue | $3,467,353 | CYOtherRevenueAmt |
| PY Total Revenue | $120,210,205 | PYTotalRevenueAmt |
| CY Total Revenue | $179,480,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $532,973 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $440,481 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,318,895 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,261,252 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $54,447,192 | PYOtherExpensesAmt |
| CY Other Expenses | $106,565,563 | CYOtherExpensesAmt |
| PY Total Expenses | $94,299,060 | PYTotalExpensesAmt |
| CY Total Expenses | $151,267,296 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,911,145 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $28,213,096 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,582,085,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,958,463,252 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,477,074,891 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,799,491,297 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $105,010,911 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $158,971,955 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT ANDSAVINGS 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, CREDIT UNION OF SOUTHERN CALIFORNIACONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICESOF THE CREDIT UNION BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ACHIEVED MEMBER SATISFACTION BY PAYING COMPETITIVE DIVIDENDS ON MEMBER SAVINGS ACCOUNTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACHIEVEMENT OF SATISFACTORY SERVICES PROVIDED TO MEMBERS IN CONNECTION WITH THE GRANTING OF FIRST AND SECOND TRUST DEED REAL ESTATE LOANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACHIEVEMENT OF SATISFACTORY SERVICES PROVIDED TO MEMBERS IN CONNECTION WITH MANAGING THEIR FINANCES INCLUDING CHECKING ACCOUNTS, DEBIT, CREDIT AND ATM CARDS, HOME BANKING AND BILL PAYMENT SERVICES, AND OVERDRAFT PROTECTION AND PAYMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38033 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 407 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATSU DURST CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5626988326 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 EAST KAISER BLVD 300 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92808 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHRIS GEORGE | |||||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH CAMP | |||||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | $680 | $0 | $0 | ||||
| JOHN ROSENBERGER | |||||||||
| TREASURER | 1.00 | Yes (X) | $1,555 | $0 | $0 | ||||
| CHRIS STONE | |||||||||
| SECRETARY | 1.00 | Yes (X) | $2,301 | $0 | $0 | ||||
| ROBYN BJORKLUND | |||||||||
| FORMER CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL MOORE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $876 | $0 | $0 | ||||
| DAWNNA LAWRENCE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,418 | $0 | $0 | ||||
| GIL RODRIGUEZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,040 | $0 | $0 | ||||
| CONNIE ZAPPONE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $1,062 | $0 | $0 | ||||
| DONA MOSELEY | |||||||||
| CORPORATE ADVISORY BOARD MEMBER | 1.00 | Yes (X) | $789 | $0 | $0 | ||||
| STEPHANIE CUEVAS | |||||||||
| CORPORATE ADVISORY BOARD MEMBER | 1.00 | Yes (X) | $2,086 | $0 | $0 | ||||
| BOB TOOHEY | |||||||||
| SUPV CMTE CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVE YAMASHITA | |||||||||
| SUPV CMTE MEMBER | 1.00 | Yes (X) | $1,363 | $0 | $0 | ||||
| JUDY MILLER | |||||||||
| SUPV CMTE MEMBER | 1.00 | Yes (X) | $1,353 | $0 | $0 | ||||
| GREG KELLEY | |||||||||
| SUPV CMTE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROSIE ROBINSON | |||||||||
| CORPORATE ADVISORY SUPV CMTE MEMBER | 1.00 | Yes (X) | $760 | $0 | $0 | ||||
| DAVE GUNDERSON | |||||||||
| PRESIDENT/CEO | 40.00 | $1,547,117 | $0 | $41,635 | Yes (X) | ||||
| KATSU DURST | |||||||||
| CFO | 40.00 | $525,706 | $0 | $11,200 | Yes (X) | ||||
| KENNETH DOWNS | |||||||||
| FORMER CIO | 40.00 | $556,972 | $0 | $26,966 | Yes (X) | ||||
| SUZANNE KISSLAN | |||||||||
| COO | 40.00 | $556,823 | $0 | $18,619 | Yes (X) | ||||
| ALISSA GUERRERO | |||||||||
| CAO | 40.00 | $490,091 | $0 | $34,762 | Yes (X) | ||||
| MICHELLE HUNTER | |||||||||
| CCXO | 40.00 | $395,970 | $0 | $39,548 | Yes (X) | ||||
| SEVAN YAKINIAN | |||||||||
| CTO | 40.00 | $275,175 | $0 | $9,422 | Yes (X) | ||||
| PETER PUTNAM | |||||||||
| SVP, TREASURY | 40.00 | $381,989 | $0 | $23,796 | Yes (X) | ||||
| AARON YOUNG | |||||||||
| SVP, BRANCH OPS/RETAIL BANKING | 40.00 | $268,315 | $0 | $21,993 | Yes (X) | ||||
| KATIE MARIE SMITH | |||||||||
| SVP, HUMAN RESOURCES | 40.00 | $258,808 | $0 | $5,857 | Yes (X) | ||||
| DAREN LINHARES | |||||||||
| SVP, LENDING | 40.00 | $256,849 | $0 | $13,776 | Yes (X) | ||||
| MICHAEL CRUZ | |||||||||
| SVP, RISK MANAGEMENT | 40.00 | $228,119 | $0 | $15,514 | Yes (X) | ||||
| ERIC DAY | |||||||||
| SVP, BOARD ADVOCACY & STRATEGIC INITIATIVE | 40.00 | $166,451 | $0 | $1,300 | Yes (X) | ||||
| MICHAEL GENNAWEY | |||||||||
| PRODUCING PROGRAM MANAGER | 40.00 | $400,921 | $0 | $26,665 | Yes (X) | ||||
| RYAN GALLO | |||||||||
| PRODUCING PROGRAM MANAGER | 40.00 | $360,612 | $0 | $33,487 | Yes (X) | ||||
| SUSAN CONJURSKI | |||||||||
| VP STRATEGIC INITIATIVES | 40.00 | $305,775 | $0 | $19,808 | Yes (X) | ||||
| PAUL JARIABEK | |||||||||
| VP ENGINEERING & CISO | 40.00 | $280,729 | $0 | $30,554 | Yes (X) | ||||
| PATRICIA HOLCOMB | |||||||||
| VP INFORMATION TECHNOLOGY | 40.00 | $255,399 | $0 | $14,235 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,527,104 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $389,137 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 85 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STYSKAL WIESE& MELCHIONE LLP | |||||
| 550 NORTH BRAND BLVD STE 550 | GLENDALE | CA | 91203 | ATTORNEY SERVICES | $253,264 |
| TTEC DIGITAL LLC | |||||
| 3500 AMERICAN BLVD WEST STE 300 | BLOOMINGTON | MN | 55431 | CONSULTING SERVICES | $169,280 |
| RAPID7 | |||||
| PO BOX 347377 | PITTSBURG | PA | 15251 | CYBERSECURITY SERVICES | $120,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INTEREST ON LOANS | 522100 | $84,185,548 | $84,185,548 | |
| OTHER OPERATING INCOME | 522100 | $28,283,640 | $27,677,858 | $605,782 |
| FEE INCOME | 522100 | $14,367,495 | $13,743,162 | $624,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $126,836,683 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,863,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,434,181 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,429,454 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,854,896 | SecuritiesAmt |
| Other | $40,186 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $557,208 | SecuritiesAmt |
| Other | $25,153 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,297,688 | SecuritiesAmt |
| Other | $15,033 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,312,721 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,312,721 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GAIN FROM MERGER | 522100 | $3,304,953 | $3,304,953 |
| GAIN ON SALE OF LOANS | 522100 | $162,400 | $162,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,467,353 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,480,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $166,820,823 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,659,569 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,481 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,527,104 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,527,020 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,732 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,582,039 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,575,357 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,127 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,131 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,897 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,211,547 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,154,446 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,227,088 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,015,651 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,329,225 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,140 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,691,884 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,553,163 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| LOAN SERVICING EXPENSE | $7,324,095 |
| CREDIT LOSS EXPENSE | $6,454,086 |
| PROVISION FOR LOAN AND | $5,403,857 |
| MISC OPERATING FEES | $5,259,133 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,093 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,267,296 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,561,334 | BOYAmt |
| EOY | $14,495,736 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,054,307 | BOYAmt |
| EOY | $318,101,113 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,122,652 | BOYAmt |
| EOY | $41,409,598 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,661,468 | BOYAmt |
| EOY | $3,299,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,877,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,100,759 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,326,501 | BOYAmt |
| EOY | $20,776,995 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,145,367 | BOYAmt |
| EOY | $838,744,038 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,533,959,124 | BOYAmt |
| EOY | $1,655,637,198 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,277,437 | BOYAmt |
| EOY | $2,802,987 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,977,612 | BOYAmt |
| EOY | $63,195,615 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,582,085,802 | BOYAmt |
| EOY | $2,958,463,252 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,027,307 | BOYAmt |
| EOY | $46,070,615 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,441,047,584 | BOYAmt |
| EOY | $2,753,420,682 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,477,074,891 | BOYAmt |
| EOY | $2,799,491,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,010,911 | BOYAmt |
| EOY | $158,971,955 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,010,911 | BOYAmt |
| EOY | $158,971,955 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,582,085,802 | BOYAmt |
| EOY | $2,958,463,252 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $28,213,096 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,441,638 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,306,310 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $24,274 | PoliticalExpendituresAmt |
| Expended527 Activities | $24,274 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $24,274 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|
| CONSUMERS FOR TOM UMBERG | ||||
| 249 E OCEAN BLVD SUITE 670 | LONG BEACH | CA | 90802 | $5,500 |
| COTTIE PETRIE-NORRIS FOR ASSEMBLY | ||||
| 1100 O STREET SUITE 200 | SACRAMENTO | CA | 95814 | $1,000 |
| PHILLIP CHEN FOR ASSEMBLY | ||||
| 921 11TH STREET SUITE 701 | SACRAMENTO | CA | 95814 | $1,000 |
| BLANCA RUBIO FOR ASSEMBLY | ||||
| 921 11TH STREET SUITE 904 | SACRAMENTO | CA | 95814 | $500 |
| SABRINA CERVANTES FOR SENATE | ||||
| 1100 O STREET SUITE 200 | SACRAMENTO | CA | 95814 | $250 |
| CALIFORNIA CREDIT UNION LEAGUE PAC | ||||
| 2855 E GUASTI ROAD SUITE 202 | ONTARIO | CA | 91761 | $16,024 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE CREDIT UNION CONTRIBUTES TO INDIVIDUALS RUNNING FOR OFFICES WHO SUPPORT CREDIT UNION ISSUES. THE CREDIT UNION WAS UNABLE TO OBTAIN AN EIN FOR FOLLOWING INDIVIDUAL RUNNING FOR STATE OFFICE IN 2023. FOLLOWING IS THE NAME, ADDRESS AND FPPC# OF THE CAMPAIGN. TOM UMBERG 249 E. OCEAN BLVD., SUITE 670 LONG BEACH, CA 90802 ID# 1235879 THE CREDIT UNION WAS UNABLE TO OBTAIN AN EIN FOR FOLLOWING INDIVIDUALS RUNNING FOR STATE ASSEMBLY IN 2024. FOLLOWING ARE THE NAMES, ADDRESSES AND FPPC# OF THE CAMPAIGNS. COTTIE PETRIE-NORRIS 1100 O STREET, SUITE 200 SACRAMENTO, CA 95814 ID#1456502 PHILIP CHEN 921 11TH STREET, SUITE 701 SACRAMENTO, CA 95814 ID#1447996 BLANCA RUBIO 921 11TH STREET, SUITE 904 SACRAMENTO, CA 95814 ID#1456604 THE CREDIT UNION WAS UNABLE TO OBTAIN AN EIN FOR FOLLOWING INDIVIDUAL RUNNING FOR STATE SENATE IN 2024. FOLLOWING IS THE NAME, ADDRESS AND FPPC# OF THE CAMPAIGN. SARBINA CERVANTES 1100 O STREET, SUITE 200 SACRAMENTO, CA 95814 ID#1456953 | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,779,295 | OtherCostOrOtherBasisAmt |
| Book Value | $4,779,295 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,000,886 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,036,511 | DepreciationAmt |
| Book Value | $10,964,375 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,543,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,779,274 | DepreciationAmt |
| Book Value | $1,764,358 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,553,941 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,284,974 | DepreciationAmt |
| Book Value | $3,268,967 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,776,995 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALL OTHER INVESTMENTS | $15,000,000 | C |
| NET LOANS & LEASES | $1,609,708,793 | C |
| NCUA SHARE INSURANCE CAPITALIZATION DEPOSIT | $22,932,762 | C |
| DEPOSITS IN COMMERCIAL BANKS | $7,754,888 | C |
| PAID-IN CAPITAL | $240,755 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,655,637,198 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TOTAL SHARES AND DEPOSITS | $2,328,415,304 |
| DRAWS AGAINST LINES OF CREDIT | $425,000,000 |
| RESERVE FOR UNFUNDED COMMITMENTS | $5,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,753,420,682 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FASB ASC 740-10-65, INCOME TAXES, PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE CREDIT UNION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD SHOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. AS OF JUNE 30, 2023, MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CALIFORNIA HELPING HANDS | |||||||||
| PO BOX 200 | WHITTIER | CA | 90608 | 562401627 | 501(C)(3) | $57,580 | $0 | FMV | PROVIDE SUPPORT TO THE POOR AND FAMILIES IN NEED. |
| SHELTER'S RIGHT HAND | |||||||||
| PO BOX 9304 | WHITTIER | CA | 90608 | 953738316 | 501(C)(3) | $5,500 | $0 | FMV | PROVIDES FINANCIAL ASSISTANCE & VOLUNTEERS FOR WOMEN & CHILDREN WHO HAVE BEEN VICTIMS OF DOMESTIC VIOLENCE. |
| WHITTIER HOST LIONS CLUB | |||||||||
| PO BOX 245 | WHITTIER | CA | 90608 | 954583564 | 501(C)(3) | $25,500 | $0 | FMV | THE CLUB'S MISSION IS TO CARE FOR THE YOUTH, THE HEARING IMPAIRED, AND OTHERS IN NEED IN THE GREATER WHITTIER AREA. |
| SOROPTIMIST INTERNATIONAL OF WHITTIER | |||||||||
| PO BOX 468 | WHITTIER | CA | 90608 | 950112002 | 501(C)(3) | $25,000 | $0 | FMV | TO IMPROVE THE LIVES OF WOMEN AND GIRLS THROUGH PROGRAMS LEADING TO SOCIAL AND ECONOMIC EMPOWERMENT. |
| WHITTIER AREA COMMUNITY CHURCH | |||||||||
| 8100 COLIMA RD | WHITTIER | CA | 90605 | 952698390 | 501(C)(3) | $26,000 | $0 | FMV | OUR MISSION IS TO CREATE COMMUNITIES WHERE EVERY PERSON IS INVITED TO GATHER IN WORSHIP, GROW IN A SMALL GROUP, AND TO GO SERVE OUR WORLD. |
| CHILDREN'S MIRACLE NETWORK | |||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | 870387205 | 501(C)(3) | $21,200 | $0 | FMV | PROVIDES FINANCIAL SUPPORT FOR CHILDREN'S HOSPITALS ACROSS NORTH AMERICA. |
| RIO HONDO COLLEGE FOUNDATION | |||||||||
| 3600 WORKMAN MILL RD | WHITTIER | CA | 90608 | 954367487 | 501(C)(3) | $14,000 | $0 | FMV | ASSISTING THE COLLEGE IN MEETING ITS COMMITMENT TO STUDENT SUCCESS BY AWARDING SCHOLARSHIPS. |
| INTERFAITH FOOD CENTER | |||||||||
| 11819 BURKE ST | SANTA FE SPRINGS | CA | 90670 | 953889152 | 501(C)(3) | $15,000 | $0 | FMV | THE INTERFAITH FOOD CENTER IS A NON-FAITH-BASED, NON-PROFIT 501(C)(3) CHARITY ORGANIZATION DEDICATED TO MEETING THE NEEDS OF OUR HUNGRY AND HOMELESS NEIGHBORS IN WHITTIER, LA MIRADA AND SANTA FE SPRINGS. |
| BOYS AND GIRLS CLUB OF WHITTIER | |||||||||
| 7905 GREENLEAF AVE | WHITTIER | CA | 90602 | 956151763 | 501(C)(3) | $13,500 | $0 | FMV | ENABLE YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. |
| WHITTIER UNION HIGH SCHOOL DISTRICT EDUCATIONAL FOUNDATION | |||||||||
| 9401 PAINTER AVE | WHITTIER | CA | 90605 | 473891956 | 501(C)(3) | $21,500 | $0 | FMV | SCHOLARSHIP DONATIONS TO CURRENT ENROLLED STUDENTS. |
| TARA'S CHANCE | |||||||||
| 219 E CLAIRE AVE | FULLERTON | CA | 92835 | 460941505 | 501(C)(3) | $14,000 | $0 | FMV | PROMOTING THE PHYSICAL, COGNITIVE, AND SOCIAL WELL-BEING OF AT RISK YOUTH AND/OR THOSE WITH SPECIAL NEEDS THROUGH EQUINE ASSISTED ACTIVITIES AND THERAPIES. |
| WOMEN'S AND CHILDREN'S CRISIS SHELTER | |||||||||
| 13203 HADLEY ST 103 | WHITTIER | CA | 90603 | 953315186 | 501(C)(3) | $11,400 | $0 | FMV | COMMITTED TO PROVIDING SAFETY, SHELTER AND HOPE TO VICTIMS OF DOMESTIC VIOLENCE. |
| FOSTER LOVE (FKA TOGETHER WE RISE) | |||||||||
| 580 W LAMBERT RD STE A | BREA | CA | 92821 | 263043727 | 501(C)(3) | $11,000 | $0 | FMV | COMMITTED TO IMPROVING THE LIVES OF CHILDREN IN FOSTER CARE. |
| CAPC INC | |||||||||
| 7702 WASHINGTON AVE | WHITTIER | CA | 90602 | 954389351 | 501(C)(3) | $6,500 | $0 | FMV | TO EMPOWER INDIVIDUALS WITH DISABILITIES TO MAXIMIZE THE QUALITY OF THEIR LIVES IN THEIR HOME COMMUNITIES. |
| MURPHY RANCH LITTLE LEAGUE | |||||||||
| PO BOX 4371 | WHITTIER | CA | 90607 | 237409697 | 501(C)(3) | $7,000 | $0 | FMV | MURPHY RANCH LITTLE LEAGUE PROVIDES THE OPPORTUNITY FOR ALL CHILDREN, AGES FOUR THROUGH SIXTEEN YEARS OLD, TO PLAY BASEBALL IN A SAFE AND POSITIVE ENVIRONMENT, REGARDLESS OF EXPERIENCE OR ABILITY. |
| WHITTIER AREA CHAMBER OF COMMERCE | |||||||||
| 8158 PAINTER AVE | WHITTIER | CA | 90602 | 951371380 | 501(C)(6) | $7,500 | $0 | FMV | PROMOTE AND DEVELOP THE ECONOMIC, CULTURAL AND CIVIC WELFARE OF WHITTIER BY OFFERING OUR MEMBERS SUPERIOR BUSINESS WORKING EVENTS, BUSINESS DEVELOPMENT, EDUCATIONAL OPPORTUNITIES, MARKETING ASSISTANCE, AND LEGISLATIVE ADVOCACY. |
| LA HABRA DISTRICT 56 CHALLENGER LEAGUE | |||||||||
| PO BOX 964 | LA HABRA | CA | 90633 | 204729638 | 501(C)(3) | $6,000 | $0 | FMV | ENABLE BOYS AND GIRLS WITH PHYSICAL AND MENTAL CHALLENGES, TO ENJOY THE GAME OF BASEBALL ALONG WITH THE MILLIONS OF OTHER CHILDREN WHO PARTICIPATE IN THIS SPORT WORLDWIDE. |
| CHILDRENS HOSPITAL OF ORANGE COUNTY | |||||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | 956097416 | 501(C)(3) | $5,015 | $0 | FMV | PEDIATRIC HEALTHCARE SYSTEM BASED IN ORANGE COUNTY, CALIFORNIA, COMMITTED TO BEING A LEADING DESTINATION FOR CHILDREN'S HEALTH BY PROVIDING EXCEPTIONAL AND INNOVATIVE CARE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVE GUNDERSON | ||||||||||||||
| PRESIDENT/CEO | $1,084,501 | $0 | $431,479 | $0 | $31,137 | $0 | $9,900 | $0 | $31,735 | $0 | $1,588,752 | $0 | $0 | $0 |
| KATSU DURST | ||||||||||||||
| CFO | $339,892 | $0 | $174,644 | $0 | $11,170 | $0 | $9,900 | $0 | $1,300 | $0 | $536,906 | $0 | $0 | $0 |
| KENNETH DOWNS | ||||||||||||||
| FORMER CIO | $232,591 | $0 | $70,212 | $0 | $254,169 | $0 | $8,881 | $0 | $18,085 | $0 | $583,938 | $0 | $0 | $0 |
| SUZANNE KISSLAN | ||||||||||||||
| COO | $392,359 | $0 | $151,544 | $0 | $12,920 | $0 | $9,214 | $0 | $9,405 | $0 | $575,442 | $0 | $0 | $0 |
| ALISSA GUERRERO | ||||||||||||||
| CAO | $301,881 | $0 | $173,695 | $0 | $14,515 | $0 | $8,087 | $0 | $26,675 | $0 | $524,853 | $0 | $0 | $0 |
| MICHELLE HUNTER | ||||||||||||||
| CCXO | $249,677 | $0 | $109,714 | $0 | $36,579 | $0 | $7,813 | $0 | $31,735 | $0 | $435,518 | $0 | $0 | $0 |
| SEVAN YAKINIAN | ||||||||||||||
| CTO | $211,073 | $0 | $60,962 | $0 | $3,140 | $0 | $8,122 | $0 | $1,300 | $0 | $284,597 | $0 | $0 | $0 |
| PETER PUTNAM | ||||||||||||||
| SVP, TREASURY | $339,166 | $0 | $26,500 | $0 | $16,323 | $0 | $9,239 | $0 | $14,557 | $0 | $405,785 | $0 | $0 | $0 |
| AARON YOUNG | ||||||||||||||
| SVP, BRANCH OPS/RETAIL BANKING | $207,933 | $0 | $55,423 | $0 | $4,959 | $0 | $6,750 | $0 | $15,243 | $0 | $290,308 | $0 | $0 | $0 |
| KATIE MARIE SMITH | ||||||||||||||
| SVP, HUMAN RESOURCES | $205,548 | $0 | $52,446 | $0 | $814 | $0 | $4,557 | $0 | $1,300 | $0 | $264,665 | $0 | $0 | $0 |
| DAREN LINHARES | ||||||||||||||
| SVP, LENDING | $207,692 | $0 | $48,450 | $0 | $707 | $0 | $7,684 | $0 | $6,092 | $0 | $270,625 | $0 | $0 | $0 |
| MICHAEL CRUZ | ||||||||||||||
| SVP, RISK MANAGEMENT | $209,304 | $0 | $18,000 | $0 | $815 | $0 | $6,819 | $0 | $8,695 | $0 | $243,633 | $0 | $0 | $0 |
| ERIC DAY | ||||||||||||||
| SVP, BOARD ADVOCACY & STRATEGIC INIT | $146,972 | $0 | $12,500 | $0 | $6,979 | $0 | $0 | $0 | $1,300 | $0 | $167,751 | $0 | $0 | $0 |
| MICHAEL GENNAWEY | ||||||||||||||
| PRODUCING PROGRAM MANAGER | $64,480 | $0 | $336,121 | $0 | $320 | $0 | $8,137 | $0 | $18,528 | $0 | $427,586 | $0 | $0 | $0 |
| RYAN GALLO | ||||||||||||||
| PRODUCING PROGRAM MANAGER | $64,480 | $0 | $295,671 | $0 | $461 | $0 | $6,811 | $0 | $26,676 | $0 | $394,099 | $0 | $0 | $0 |
| SUSAN CONJURSKI | ||||||||||||||
| VP STRATEGIC INITIATIVES | $277,693 | $0 | $22,500 | $0 | $5,582 | $0 | $9,006 | $0 | $10,802 | $0 | $325,583 | $0 | $0 | $0 |
| PAUL JARIABEK | ||||||||||||||
| VP ENGINEERING & CISO | $266,621 | $0 | $12,500 | $0 | $1,608 | $0 | $7,455 | $0 | $23,099 | $0 | $311,283 | $0 | $0 | $0 |
| PATRICIA HOLCOMB | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $211,780 | $0 | $40,500 | $0 | $3,119 | $0 | $5,768 | $0 | $8,467 | $0 | $269,634 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | ALL EXISTING 457B RETIREMENT PLANS AROSE FROM PRIOR MERGERS. THESE PLANS ARE OFFERED THROUGH CUNA, WHICH ALLOW EXECUTIVES TO DEFER A SPECIFIED AMOUNT OF THEIR PRE-TAX INCOME FOR INVESTMENT. THE PARTCIPANTS IN THE 457B PLAN ARE JEANNETTE BARTUS, ELOISA EDWARDS, ANATOLIA GURULE, TIMOTHY MCADAM, MABEL MORRIS, MIRIAM NEAL, KEVIN PENDERGRAFT AND LAURA POORE. THE CREDIT UNION ALSO OFFERS A 457(F) PLAN WHICH IS AN UNFUNDED DEFERRED COMPENSATION PLAN. DURING 2023, KENNETH DOWNS (OFFICER) RECEIVED A SEVERANCE PAYMENT. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (18 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DAVE GUNDERSON | |||||||
| OFFICER | 1ST MORTGAGE | Yes (X) | $3,080,000 | $3,079,611 | 0 | Yes (1) | Yes (1) |
| DAVE GUNDERSON | |||||||
| OFFICER | FUND PURCHASE OF CASH VALUE LIFE INSURANCE POLICY | Yes (X) | $6,245,000 | $7,476,874 | 0 | Yes (1) | Yes (1) |
| DAVE GUNDERSON | |||||||
| OFFICER | CONSTRUCTION LOAN | Yes (X) | $1,420,000 | $1,420,000 | 0 | Yes (1) | Yes (1) |
| SUZANNE KISSLAN | |||||||
| OFFICER | 1ST MORTGAGE | Yes (X) | $602,000 | $511,812 | 0 | Yes (1) | Yes (1) |
| SUZANNE KISSLAN | |||||||
| OFFICER | FUND PURCHASE OF CASH VALUE LIFE INSURANCE POLICY | Yes (X) | $5,000,000 | $5,840,640 | 0 | Yes (1) | Yes (1) |
| MICHELLE HUNTER | |||||||
| OFFICER | FUND PURCHASE OF CASH VALUE LIFE INSURANCE POLICY | Yes (X) | $3,000,000 | $3,442,045 | 0 | Yes (1) | Yes (1) |
| (no name) | |||||||
| 1ST MORTGAGE | Yes (X) | 0 | 0 | 0 | |||
| ALISSA GUERRERO | |||||||
| OFFICER | FUND PURCHASE OF CASH VALUE LIFE INSURANCE POLICY | Yes (X) | $2,600,000 | $2,988,728 | 0 | Yes (1) | Yes (1) |
| ALISSA GUERRERO | |||||||
| OFFICER | 1ST MORTGAGE | Yes (X) | $484,000 | $434,209 | 0 | Yes (1) | Yes (1) |
| KATSU DURST | |||||||
| OFFICER | 1ST MORTGAGE | Yes (X) | $556,000 | $493,508 | 0 | Yes (1) | Yes (1) |
| SEVAN YAKINIAN | |||||||
| OFFICER | 1ST MORTGAGE | Yes (X) | $617,000 | $545,524 | 0 | Yes (1) | Yes (1) |
| AARON YOUNG | |||||||
| KEY EMPLOYEE | 1ST MORTGAGE | Yes (X) | $665,000 | $659,712 | 0 | Yes (1) | Yes (1) |
| KATIE MARIE SMITH | |||||||
| KEY EMPLOYEE | 1ST MORTGAGE | Yes (X) | $584,000 | $528,990 | 0 | Yes (1) | Yes (1) |
| MICHELLE HUNTER | |||||||
| OFFICER | 1ST MORTGAGE | Yes (X) | $647,000 | $606,715 | 0 | Yes (1) | Yes (1) |
| KATSU DURST | |||||||
| OFFICER | FUND PURCHASE OF CASH VALUE LIFE INSURANCE POLICY | Yes (X) | $3,150,000 | $3,269,719 | 0 | Yes (1) | Yes (1) |
| ERIC DAY | |||||||
| KEY EMPLOYEE | 1ST MORTGAGE | Yes (X) | $266,572 | $251,196 | 0 | Yes (1) | Yes (1) |
| DAREN LINHARES | |||||||
| KEY EMPLOYEE | 1ST MORTGAGE | Yes (X) | $743,750 | $689,949 | 0 | Yes (1) | Yes (1) |
| DAVE GUNDERSON | |||||||
| OFFICER | FUND PURCHASE OF CASH VALUE LIFE INSURANCE POLICY | Yes (X) | $9,000,000 | $9,170,366 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $41,409,598 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE APRIL 1, 2023, PRINTING INDUSTRIES CREDIT UNION MERGED WITH CREDIT UNION OF SOUTHERN CALIFORNIA. PRINTING INDUSTRIES CREDIT UNION TERMINATED ITS CHARTER ACCORDINGLY. EFFECTIVE APRIL 1, 2023, PACIFIC TRANSPORTATION FEDERAL CREDIT UNION MERGED WITH CREDIT UNION OF SOUTHERN CALIFORNIA. PACIFIC TRANSPORTATION FEDERAL CREDIT UNION TERMINATED ITS CHARTER ACCORDINGLY. |
| FORM 990, PART VI, SECTION A, LINE 6 | CREDIT UNION OF SOUTHERN CALIFORNIA IS A COOPERATIVE FINANCIAL INSTITUTION THAT IS OWNED AND CONTROLLED BY ITS MEMBERS AND OPERATED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS TO ITS MEMBERS. CREDIT UNION OF SOUTHERN CALIFORNIA DOES NOT HAVE STOCKHOLDERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BOARD OF CREDIT UNION OF SOUTHERN CALIFORNIA IS COMPRISED OF VOLUNTEER MEMBERS WHO ARE DIRECTLY ELECTED BY ITS MEMBERS. EACH MEMBER OF THE GOVERNING BOARD SERVES FOR A PERIOD AS PRESCRIBED BY OUR BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AT THE END OF EACH TERM OF THE BOARD MEMBERS, ELECTIONS ARE HELD AND BOARD MEMBERS ARE ELECTED BY THE MEMBERS OF THE CREDIT UNION PURSUANT TO ITS BY-LAWS. MEMBER VOTES ARE ALSO REQUIRED TO RATIFY DECISIONS DEALING WITH REORGANIZATION AS IN THE CASE OF A DISSOLUTION OR A MERGER WHERE CREDIT UNION OF SOUTHERN CALIFORNIA IS NOT THE SURVIVING ENTITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WAS EMAILED TO THE BOARD OF DIRECTORS. THE BOARD MEMBERS WERE GIVEN TIME TO READ AND REVIEW THE FORM 990, AND EMAIL SENIOR MANAGEMENT WITH ANY COMMENTS AND/OR QUESTIONS. ANY PROPOSED REVISIONS WERE INCORPORATED INTO THE FINAL DOCUMENT. FORMAL MINUTES OF THE EMAILED BOARD MEETING WILL BE SIGNED AT THE NEXT REGULAR MONTHLY MEETING OF THE BOARD AND WILL BE RETAINED PERMANENTLY WITH CORPORATE DOCUMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES AND VOLUNTEERS ARE REQUIRED TO CONFIRM THEIR UNDERSTANDING OF AND COMPLIANCE WITH THE 'CONFLICT OF INTEREST POLICY' BY SIGNING AN ACKNOWLEDGEMENT ON AN ANNUAL BASIS. ALL ELECTED OFFICIALS, APPOINTED CORPORATE ADVISORY BOARD MEMBERS AND SENIOR-LEVEL MANAGERS MUST FILE A STATEMENT OF DISCLOSURE DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST UPON ELECTION/APPOINTMENT AND EACH YEAR THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | A WRITTEN JOB DESCRIPTION AND SALARY RANGE IS DEVELOPED FOR EVERY POSITION WHICH APPEARS ON THE CREDIT UNION'S ORGANIZATIONAL CHART. IT IS THE POLICY OF THE CREDIT UNION TO MAINTAIN FAIR AND COMPETITIVE SALARIES CONSISTENT WITH THE ECONOMIC REQUIREMENTS OF THE ORGANIZATION AND COMMENSURATE WITH THE CREDIT UNION'S COMPETITIVE STRATEGY IN THE LABOR MARKET IN ORDER TO ATTRACT, RETAIN AND REWARD QUALIFIED EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART XI, LINE 9: | ACCUMULATED UNREALIZED NET GAINS (LOSSES) ON CASH FLOW HEDGES 5,641,834. EQUITY ACQUIRED IN MERGER 7,500,000. CECL TRANSITIONAL AMOUNT (AS DETERMINED UNDER 702.703(B)) -11,835,524. |
| FORM 990,PART XII,LINE 2C | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU SOCAL PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8101 E KAISER BLVD SUITE 300 | AddressLine1Txt |
| City | ANAHEIM HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352310726 | EIN |
| Primary Activities | DATA PROCESSING SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $3,801 | TotalIncomeAmt |
| End Of Year Assets | $776,120 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION OF SOUTHERN CALIFORNIA | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CALIFORNIA HELPING HANDS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 200 | AddressLine1Txt |
| City | WHITTIER | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562401627 | EIN |
| Primary Activities | COLLECTION OF CHARITABLE DONATIONS FROM EMPLOYEES AND GENERAL PUBLIC | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREDIT UNION OF SOUTHERN CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN CALIFORNIA HELPING HANDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $57,580 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments