Form 990 for tax year 2024
Filed by CALIFORNIA CREDIT UNION LEAGUE.
Totals
- Total revenue
- $8,848,716
- Total expenses
- $7,444,947
- Contributions and grants received
- $482,499
- Grants paid
- $64,272
- Program service revenue
- $7,558,954
- Investment income
- $964,355
- Other revenue
- -$157,092
- Total assets, end of year
- $35,699,222
- Total liabilities, end of year
- $10,550,599
- Net assets or fund balances, end of year
- $25,148,623
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1f · All other contributions, gifts and grants
$482,499
-
2a · Program service revenue: MEMBERSHIP FEES
total $7,500,718 · related or exempt $7,500,718
-
2b · Program service revenue: EDUCATION PROGRAM REVE
total $58,236 · related or exempt $58,236
-
3 · Investment income
total $786,256 · excluded $786,256
-
7a · Gross sales of assets other than inventory
securities $553,599
-
7b · Less cost or other basis and sales expenses
securities $375,500
-
7c · Gain or loss
securities $178,099
-
7d · Net gain or loss
total $178,099 · related or exempt $178,099
-
11a · Other revenue: GAIN ON DEFERRED COMPE
total $162,164 · excluded $162,164
-
11b · Other revenue: OTHER INCOME
total $90,575 · related or exempt $90,575
-
11c · Other revenue: EQUITY IN NET INCOME (
total -$409,831 · related or exempt -$409,831
-
11e · Other revenue, total
-$157,092
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $64,272
-
5 · Compensation of officers, directors and key employees
total $2,456,689
-
7 · Other salaries and wages
total $192,006
-
8 · Pension plan contributions
total $75,131
-
9 · Other employee benefits
total $146,619
-
10 · Payroll taxes
total $140,554
-
11a · Fees: management
total $57,446
-
11b · Fees: legal
total $110,648
-
11c · Fees: accounting
total $19,510
-
11d · Fees: lobbying
total $215,500
-
11g · Fees: other
total $2,036,073
-
12 · Advertising and promotion
total $732
-
13 · Office expenses
total $42,460
-
16 · Occupancy
total $320,755
-
17 · Travel
total $212,720
-
19 · Conferences, conventions and meetings
total $76,682
-
22 · Depreciation, depletion and amortization
total $13,297
-
23 · Insurance
total $24,762
-
24a · Other expenses: EDUCATION PROGRAMS AND
total $557,330
-
24b · Other expenses: MEMBER BENEFITS
total $554,742
-
24c · Other expenses: OTHER EXPENSES
total $128,696
-
24d · Other expenses: LOSS ON INVESTMENT
total $4,666
-
24e · All other expenses
total -$6,343
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,369,329 · end of year $8,424,972
-
2 · Savings and temporary cash investments
beginning of year $7,786,608 · end of year $9,440,790
-
4 · Accounts receivable
beginning of year $4,651,450 · end of year $5,028,099
-
7 · Other notes and loans receivable
beginning of year $379,378 · end of year $379,378
-
9 · Prepaid expenses and deferred charges
beginning of year $228,662 · end of year $50,298
-
10a · Land, buildings and equipment: cost or other basis
$155,986
-
10b · Land, buildings and equipment: accumulated depreciation
$100,579
-
10c · Land, buildings and equipment, net
beginning of year $19,760 · end of year $55,407
-
11 · Investments: publicly traded securities
beginning of year $5,070,581 · end of year $5,825,086
-
12 · Investments: other securities
beginning of year -$64,556 · end of year -$499,354
-
15 · Other assets
beginning of year $7,035,123 · end of year $6,994,546
-
17 · Accounts payable and accrued expenses
beginning of year $3,794,291 · end of year $4,115,378
-
19 · Deferred revenue
beginning of year $4,315,403 · end of year $4,799,930
-
25 · Other liabilities
beginning of year $1,834,127 · end of year $1,635,291
-
27 · Net assets without donor restrictions
beginning of year $19,893,002 · end of year $21,448,956
-
28 · Net assets with donor restrictions
beginning of year $3,639,512 · end of year $3,699,667
Mission and programs · 2024
Mission
PROVIDE CREDIT UNIONS WITH ADVOCACY, EDUCATION, INFORMATION AND LEADERSHIP.
-
ADVOCACY: EXECUTE AN AGGRESSIVE, COMPREHENSIVE ADVOCACY PLAN THAT INCREASES AWARENESS AND SUPPORT OF CREDIT UNIONS AMONG CONSUMERS AND POLICY MAKERS, AND ENHANCES THE LEGISLATIVE AND REGULATORY ENVIRONMENT FOR CREDIT UNIONS.
-
INFORMATION: PRODUCE PROACTIVE INFORMATION FOR AND ABOUT CREDIT UNIONS IN A MANNER THAT POSITIONS US AS A PRIMARY RESOURCE FOR CREDIT UNIONS, POLICYMAKERS, MEDIA, CONSUMER GROUPS AND OTHER INTERESTED PARTIES.
-
EDUCATION: DELIVER QUALITY, FINANCIALLY SELF-SUPPORTING EDUCATION PROGRAMS THAT ENABLE CREDIT UNIONS TO EFFECTIVELY AND EFFICIENTLY NAVIGATE THE FINANCIAL SERVICES LANDSCAPE.
-
LEADERSHIP: CHAMPION THE VITALITY OF CREDIT UNIONS BY TAKING A LEADERSHIP ROLE, REGIONALLY AND NATIONALLY, IN PROMOTING COOPERATION BETWEEN CREDIT UNIONS AND RELATED ORGANIZATIONS AND IN CULTIVATING INDUSTRY LEADERS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Donna BlandDONNA BLAND
EXEC. DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sara KleinSARA KLEIN
EXEC. DIRECTOR/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Rob GreaffROB GREAFF
AT LARGE EXEC. CMTE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carrie BirkhoferCARRIE BIRKHOFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dave GundersonDAVE GUNDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Harold RoundtreeHAROLD ROUNDTREE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jenna LampsonJENNA LAMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jennifer OliverJENNIFER OLIVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Keith SultemeierKEITH SULTEMEIER
DIRECTOR - EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 0.5
-
Nader MoghaddamNADER MOGHADDAM
DIRECTOR - EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott SimpsonSCOTT SIMPSON
PRESIDENT/CEO
- Total calculated
- $943,304
- From this org
- $644,990
- From related orgs
- $0
- Other
- $298,314
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $469,614
- Bonus
- $128,553
- Other
- $46,823
- Deferred
- $271,132
- Nontaxable benefits
- $27,182
- Filer's total
- $943,304
-
Diana DykstraDIANA DYKSTRA
FORMER PRESIDENT/CEO
- Total calculated
- $756,411
- From this org
- $735,626
- From related orgs
- $0
- Other
- $20,785
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $535,151
- Bonus
- $190,730
- Other
- $9,745
- Deferred
- $14,080
- Nontaxable benefits
- $6,705
- Filer's total
- $756,411
-
Lawrence PalochikLAWRENCE PALOCHIK
EVP
- Total calculated
- $427,988
- From this org
- $0
- From related orgs
- $375,056
- Other
- $52,932
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $366,590 related
- Bonus
- $0
- Other
- $0 + $8,466 related
- Deferred
- $0 + $18,536 related
- Nontaxable benefits
- $0 + $34,396 related
- Filer's total
- $0 + $427,988 related
-
Davina LawDAVINA LAW
SECRETARY/EXECUTIVE ASSISTANT
- Total calculated
- $125,235
- From this org
- $115,391
- From related orgs
- $0
- Other
- $9,844
- Hours/week
- 30 + 10 related
-
Robert WilsonROBERT WILSON
SVP STATE GOVERNMENT AFFAIRS
- Total calculated
- $314,265
- From this org
- $300,357
- From related orgs
- $0
- Other
- $13,908
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,671
- Bonus
- $50,000
- Other
- $8,686
- Deferred
- $12,157
- Nontaxable benefits
- $1,751
- Filer's total
- $314,265
-
Stephanie CuevasSTEPHANIE CUEVAS
SVP FEDERAL GOVT AFFAIRS
- Total calculated
- $286,080
- From this org
- $281,005
- From related orgs
- $0
- Other
- $5,075
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,569
- Bonus
- $50,000
- Other
- $8,436
- Deferred
- $1,795
- Nontaxable benefits
- $3,280
- Filer's total
- $286,080
-
Lisa Deschaine-QuarantaLISA DESCHAINE-QUARANTA
VP OF REGULATORY ADVOCACY
- Total calculated
- $202,773
- From this org
- $171,717
- From related orgs
- $0
- Other
- $31,056
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,223
- Bonus
- $0
- Other
- $494
- Deferred
- $8,839
- Nontaxable benefits
- $22,217
- Filer's total
- $202,773
-
Richard StantonRICHARD STANTON
VP MEDIA RELATIONS & DATA
- Total calculated
- $181,019
- From this org
- $160,620
- From related orgs
- $0
- Other
- $20,399
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $157,046
- Bonus
- $0
- Other
- $3,574
- Deferred
- $7,474
- Nontaxable benefits
- $12,925
- Filer's total
- $181,019
-
Angelica RodriguezANGELICA RODRIGUEZ
POLITICAL ADVOCACY MANAGER
- Total calculated
- $135,187
- From this org
- $104,333
- From related orgs
- $0
- Other
- $30,854
- Hours/week
- 40
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
- 1a · Travel for companions
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A
- DIANA DYKSTRA - TRAVEL FOR COMPANIONS - INCLUDED $2,873 IN TAXABLE INCOME.
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
-
PARISHONERS FEDERAL CREDIT UNION
$7,790
TO SUPPORT CREDIT UNION IN PROVIDING FINANCIAL PRODUCTS TO THEIR MEMBERS WHO ARE ASSOCIATED WITH SPECIFIC CATHOLIC PARISHES AND OTHER CATHOLIC-AFFILIATED ORGANIZATIONS IN SOUTHERN CALIFORNIA
-
KAIPERM CREDIT UNION
$7,500
TO ASSIST THE CREDIT UNION IN PROVIDING VALUABLE FINANCIAL PRODUCTS AND SERVICES.
-
TO ASSIST THE CREDIT UNION IN PROVIDING VALUABLE FINANCIAL PRODUCTS AND SERVICES.
-
$6,500
TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT.
-
INLAND FEDERAL CREDIT UNION
$6,000
TO HELP THE CREDIT UNION IN ITS MISSION TO HELP MEMBERS REACH THEIR FINANCIAL DREAMS.
-
SANTA BARBARA COUNTY FEDERAL CREDIT UNION
$6,000
TO HELP THE CREDIT UNION IN ITS MISSION TO HELP MEMBERS REACH THEIR FINANCIAL DREAMS.
-
SMW 104 FEDERAL CREDIT UNION
$6,000
TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT.
-
$6,000
TO HELP THE CREDIT UNION IN ITS VISION TO EDUCATE THEIR MEMBER REACH FINANCIAL GOALS.
-
COMUNIDAD LATINA FEDERAL CREDIT UNION
$5,814
TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT.
-
VALLEY AGRICULTURAL FEDERAL CREDIT UNION
$5,773
TO HELP THE CREDIT UNION IN ITS MISSION TO HELP MEMBERS REACH THEIR FINANCIAL DREAMS.
The 10 largest by cash amount. The API serves every itemized grant.
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 LEAGUE SERVICES CORP
C · SUPPORT SERVICES · CA · 100% owned · share of income $6,058,778 · share of assets $5,208,017 · controlled entity
Directly controlled by CALIFORNIA CREDIT UNION LEAGUE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503169349303635
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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