Form 990 for tax year 2024
Filed by CALIFORNIA CREDIT UNION FOUNDATION.
Totals
- Total revenue
- $202,234
- Total expenses
- $201,769
- Contributions and grants received
- $202,234
- Grants paid
- $167,766
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $465
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $465
- Program services expenses (Part IX)
- $180,400
- Management and general expenses
- $8,766
- Fundraising expenses
- $12,603
- Program service expenses (Part III)
- $180,400
Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MARVEL FORD
PRESIDENT
- Total calculated
- $360,751
- From this org
- $0
- From related orgs
- $328,785
- Other
- $31,966
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $266,974 related
- Bonus
- $0 + $46,956 related
- Other
- $0 + $14,855 related
- Deferred
- $0 + $18,542 related
- Nontaxable benefits
- $0 + $13,424 related
- Filer's total
- $0 + $360,751 related
-
PATRICK ZARIFIAN
VICE PRESIDENT
- Total calculated
- $498,178
- From this org
- $0
- From related orgs
- $437,357
- Other
- $60,821
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $348,240 related
- Bonus
- $0 + $65,605 related
- Other
- $0 + $23,512 related
- Deferred
- $0 + $20,700 related
- Nontaxable benefits
- $0 + $40,121 related
- Filer's total
- $0 + $498,178 related
-
WALTON GREENE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEVEN O'CONNELL
DIRECTOR
- Total calculated
- $1,191,415
- From this org
- $0
- From related orgs
- $1,130,594
- Other
- $60,821
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $897,581 related
- Bonus
- $0 + $216,830 related
- Other
- $0 + $16,183 related
- Deferred
- $0 + $20,700 related
- Nontaxable benefits
- $0 + $40,121 related
- Filer's total
- $0 + $1,191,415 related
-
JILL VASANT
DIRECTOR
- Total calculated
- $440,926
- From this org
- $0
- From related orgs
- $385,033
- Other
- $55,893
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $324,234 related
- Bonus
- $0 + $51,324 related
- Other
- $0 + $9,475 related
- Deferred
- $0 + $43,700 related
- Nontaxable benefits
- $0 + $12,193 related
- Filer's total
- $0 + $440,926 related
-
CARY DAVIDSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL FARR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
TO HELP SUPPORT THE LOS ANGELES UNIFIED SCHOOL DISTRICT IN THEIR PURSUIT OF FURTHERING EDUCATIONAL GOALS ACROSS LA COUNTY.
-
TO ASSIST IN PROVIDING RESOURCES TO LA COUNTY STUDENTS AND EDUCATORS.
-
TO SUPPORT A NETWORK THAT EMPOWERS YOUNG AND ADULT WOMEN THROUGH EDUCATIONAL PROGRAMS.
-
TO HELP SAN DIEGO STUDENTS GRADUATE WITH THE SKILLS NECESSARY TO FOLLOW THEIR COLLEGE/CAREER OF CHOICE AND BECOME HELPFUL MEMBERS OF SOCIETY.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(14) · CREDIT UNION · CA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CALIFORNIA MEMBERS TITLE INSURANCE COMPANY
C · INSURANCE SERVICES · CA · share of income $497,154 · share of assets $1,599,922 · controlled entity
Directly controlled by CALIFORNIA MEMBERS HOLDING COMPANY
-
CALIFORNIA MEMBERS HOLDING COMPANY
C · FINANCIAL SERVICES · CA · share of assets $1,812,164 · controlled entity
Directly controlled by CALIFORNIA CREDIT UNION
-
CALIFORNIA MEMBERS TITLE COMPANY
C · INSURANCE SERVICES · CA · share of income $5,748 · share of assets $627,657 · controlled entity
Directly controlled by CALIFORNIA CREDIT UNION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543169349307464
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