Form 990 for tax year 2025
Filed by SOUTHERN CALIFORNIA CREDIT UNION ALLIANCE.
Totals
- Total revenue
- $168,279
- Total expenses
- $167,345
- Contributions and grants received
- $10,120
- Grants paid
- $0
- Program service revenue
- $156,605
- Investment income
- $33
- Other revenue
- $1,521
- Total assets, end of year
- $86,243
- Total liabilities, end of year
- $3,940
- Net assets or fund balances, end of year
- $82,303
- Program services expenses (Part IX)
- $155,554
- Management and general expenses
- $11,791
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $155,554
Program services were 93.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$4,570
-
1f · All other contributions, gifts and grants
$5,550
-
2a · Program service revenue: COLLABORATION CONFEREN
total $47,222 · related or exempt $47,222
-
2b · Program service revenue: ANNUAL DINNER
total $44,531 · related or exempt $44,531
-
2c · Program service revenue: MEMBERSHIP DUES
total $41,870 · related or exempt $41,870
-
2d · Program service revenue: QUARTERLY FORUMS
total $22,982 · related or exempt $22,982
-
3 · Investment income
total $33 · excluded $33
-
8a · Fundraising events: gross income
$40,475
-
8a · Fundraising events: contributions included on line 1c
$4,570
-
8b · Fundraising events: direct expenses
$40,475
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: OTHER INCOME
total $1,521 · related or exempt $1,521
-
11e · Other revenue, total
$1,521
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $49,952 · program services $49,952
-
11c · Fees: accounting
total $1,100 · management and general $1,100
-
13 · Office expenses
total $3,254 · management and general $3,254
-
14 · Information technology
total $156 · management and general $156
-
19 · Conferences, conventions and meetings
total $28,520 · program services $28,520
-
23 · Insurance
total $7,062 · management and general $7,062
-
24a · Other expenses: ANNUAL DINNER
total $51,352 · program services $51,352
-
24b · Other expenses: QUARTERLY FORUMS
total $24,618 · program services $24,618
-
24c · Other expenses: PLANNING SESSION
total $1,112 · program services $1,112
-
24d · Other expenses: MISC
total $219 · management and general $219
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $15,878 · end of year $8,048
-
2 · Savings and temporary cash investments
beginning of year $101,199 · end of year $69,163
-
9 · Prepaid expenses and deferred charges
beginning of year $6,649 · end of year $9,032
-
19 · Deferred revenue
beginning of year $38,230 · end of year $3,940
-
27 · Net assets without donor restrictions
beginning of year $85,496 · end of year $82,303
Mission and programs · 2025
Mission
TO FOSTER COLLABORATION AMONG CREDIT UNIONS IN ALL AREAS OF CREDIT UNION BUSINESS AND ACTIVITIES
-
TO FOSTER COLLABORATION AMONG CREDIT UNIONS IN ALL AREAS OF CREDIT UNION BUSINESS AND ACTIVITIES
Expenses $155,554 · Revenue $156,605
As filed on the 2025 return.
Listed in Part VII
-
Daniel PenrodDANIEL PENROD
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Robert EinsteinROBERT EINSTEIN
1ST VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Darin WoinarowiczDARIN WOINAROWICZ
2ND VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Diane KotlewskiDIANE KOTLEWSKI
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Alen TorosyanALEN TOROSYAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jill MahanyJILL MAHANY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jon HernandezJON HERNANDEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BellardJEFF BELLARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Shannon WorkmanSHANNON WORKMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charles PapenfusCHARLES PAPENFUS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric DayERIC DAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gary PerezGARY PEREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Hector MartinHECTOR MARTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jill ErpsJILL ERPS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kevin PoseyKEVIN POSEY
BOARD MEMBER
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 14 July 2026
- IRS schema version
- 2025v4.2
- Source object
- 202642049349300919
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