- Revenue 2024
- $8,848,716
- Expenses 2024
- $7,444,947
As filed
- Subsection
- 06
- Classification
- 2000
- Street
- 2855 E GUASTI RD STE 202
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
DONNA BLAND
EXEC. DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
SARA KLEIN
EXEC. DIRECTOR/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ROB GREAFF
AT LARGE EXEC. CMTE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CARRIE BIRKHOFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVE GUNDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
HAROLD ROUNDTREE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JENNA LAMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JENNIFER OLIVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
KEITH SULTEMEIER
DIRECTOR - EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 0.5
-
NADER MOGHADDAM
DIRECTOR - EX-OFFICIO
- Total calculated
- $0
- Hours/week
- 0.5
-
SCOTT 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 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 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 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 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 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-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 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 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $8,848,716
- Expenses
- $7,444,947
- Contributions
- $482,499
- Grants paid
- $64,272
-
2023
- Revenue
- $8,666,025
- Expenses
- $6,520,032
- Contributions
- $437,775
- Grants paid
- $106,666
-
2022
- Revenue
- $7,938,377
- Expenses
- $6,736,755
- Contributions
- $391,448
- Grants paid
- $83,219
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $7,558,766
- Expenses
- $6,575,892
- Assets (EOY)
- $29,531,328
-
2020 · 990
- Revenue
- $6,686,522
- Expenses
- $6,079,852
- Assets (EOY)
- $28,674,426
-
2019 · 990
- Revenue
- $6,787,546
- Expenses
- $6,928,606
- Assets (EOY)
- $30,146,423
-
2019 · 990
- Revenue
- $6,787,546
- Expenses
- $6,928,606
- Assets (EOY)
- $30,146,423
-
2018 · 990
- Revenue
- $6,351,132
- Expenses
- $6,607,822
- Assets (EOY)
- $29,368,339
-
2017 · 990
- Revenue
- $5,405,197
- Expenses
- $6,347,192
- Assets (EOY)
- $28,929,172
-
2016 · 990
- Revenue
- $6,796,926
- Expenses
- $6,347,090
- Assets (EOY)
- $29,995,761
-
2015 · 990
- Revenue
- $7,243,067
- Expenses
- $6,736,547
- Assets (EOY)
- $22,241,218
-
2014 · 990
- Revenue
- $6,448,371
- Expenses
- $6,600,587
- Assets (EOY)
- $20,562,976
-
2013 · 990
- Revenue
- $6,143,881
- Expenses
- $5,593,962
- Assets (EOY)
- $21,626,614
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
2024 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
-
$7,728
2023 TO ASSIST THE CREDIT UNION IN SERVING THEIR MEMBERS AND THE COMMUNITY.
-
$7,500
2024 TO ASSIST THE CREDIT UNION IN PROVIDING VALUABLE FINANCIAL PRODUCTS AND SERVICES.
-
$7,000
2022 TO ASSIST THE CREDIT UNION IN HELPING AS MANY PEOPLE AS POSSIBLE THROUGH DONATIONS.
-
2022 TO ASSIST THE CREDIT UNION IN INVESTING IN IN THE COMMUNITY.
-
2024 TO ASSIST THE CREDIT UNION IN PROVIDING VALUABLE FINANCIAL PRODUCTS AND SERVICES.
-
$6,895
2023 TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT.
-
$6,719
2022 TO ASSIST THE CREDIT UNION IN SERVING THEIR MEMBERS AND THE COMMUNITY.
-
$6,500
2024 TO SUPPORT THE CREDIT UNION ACHIEVE THEIR CORE VALUES AND COMMITMENT.
-
2022 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.
Grants received
-
2024 PROVIDE CREDIT UNIONS WITH ADVOCACY, EDUCATION, INFORMATION, AND LEADERSHIP.
-
2024 COMMUNITY INVESTSMENT FUND GRANT
-
2022 ADVOCACY, EDUCATION, INFORMATION AND LEADERSHIP
-
2023 ADVOCACY, EDUCATION, INFORMATION AND LEADERSHIP
-
2022 TO ASSIST IN PREPARING YOUNG PEOPLE FOR SUCCESS WHEN ENTERING THE WORK-WORLD.
-
$7,825
2024 CHARITABLE DONATIONS
-
2023 COMMUNITY INVESTMENT FUND GRANT
-
2023 CHARITABLE DONATIONS
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
CALIFORNIA LEAGUE SERVICES CORP
C · SUPPORT SERVICES · CA · 100% owned · share of income $6,058,778 · share of assets $5,208,017 · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.