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Nonprofiteer
← SOUTHERN CALIFORNIA CREDIT UNION ALLIANCE

Form 990 for tax year 2022

Filed by SOUTHERN CALIFORNIA CREDIT UNION ALLIANCE.

Totals

Total revenue
$244,185
Total expenses
$228,236
Contributions and grants received
$14,392
Grants paid
$0
Program service revenue
$221,748
Investment income
$46
Other revenue
$7,999
Total assets, end of year
$77,519
Total liabilities, end of year
$13,156
Net assets or fund balances, end of year
$64,363
Program services expenses (Part IX)
$212,079
Management and general expenses
$16,157
Fundraising expenses
$0
Program service expenses (Part III)
$212,079

Program services were 92.9% 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

    $4,892

  • 1f · All other contributions, gifts and grants

    $9,500

  • 2a · Program service revenue: COLLABORATION CONFEREN

    total $135,862 · related or exempt $135,862

  • 2b · Program service revenue: ANNUAL DINNER

    total $47,768 · related or exempt $47,768

  • 2c · Program service revenue: MEMBERSHIP DUES

    total $27,260 · related or exempt $27,260

  • 2d · Program service revenue: CREDIT UNION OLYMPICS

    total $9,758 · related or exempt $9,758

  • 2e · Program service revenue: QUARTERLY FORUMS

    total $1,100 · related or exempt $1,100

  • 3 · Investment income

    total $46 · excluded $46

  • 8a · Fundraising events: gross income

    $26,970

  • 8a · Fundraising events: contributions included on line 1c

    $4,892

  • 8b · Fundraising events: direct expenses

    $26,970

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: OTHER INCOME

    total $7,999 · related or exempt $7,999

  • 11e · Other revenue, total

    $7,999

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $50,453 · program services $50,453

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 13 · Office expenses

    total $7,660 · management and general $7,660

  • 14 · Information technology

    total $156 · management and general $156

  • 19 · Conferences, conventions and meetings

    total $98,111 · program services $98,111

  • 23 · Insurance

    total $3,635 · management and general $3,635

  • 24a · Other expenses: ANNUAL DINNER

    total $43,937 · program services $43,937

  • 24b · Other expenses: CU OLYMPICS

    total $8,530 · program services $8,530

  • 24c · Other expenses: QUARTERLY FORUMS

    total $6,083 · program services $6,083

  • 24d · Other expenses: PLANNING SESSION

    total $4,965 · program services $4,965

  • 24e · All other expenses

    total $3,706 · management and general $3,706

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,530 · end of year $15,651

  • 2 · Savings and temporary cash investments

    beginning of year $50,828 · end of year $61,868

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,285

  • 19 · Deferred revenue

    beginning of year $21,229 · end of year $13,156

  • 27 · Net assets without donor restrictions

    beginning of year $48,414 · end of year $64,363

Mission and programs · 2022

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 $212,079

As filed on the 2022 return.

Listed in Part VII

  • John Bagents

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jill Mahany

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Robert Einstein

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Bellard

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Shannon Workman

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Charles Papenfus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Daniel Penrod

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Darin Woinarowicz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gary Perez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Change

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jill Erps

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jon Hernandez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kevin Posey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melia Keller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tim McAdam

    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
2022
Filed
13 September 2023
IRS schema version
2022v5.0
Source object
202332579349301408

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