CALIFORNIA CREDIT UNION FOUNDATION Charity Report

Public IRS 990 nonprofit record

CALIFORNIA CREDIT UNION FOUNDATION

EIN 93-1738634 · Community Foundations (T31)

What they do

THE CALIFORNIA CREDIT UNION FOUNDATION WORKS to STRENGTHEN THE FINANCIAL WELL-BEING of OUR COMMUNITIES BY SUPPORTING NON-PROFIT PARTNERS EFFECTING MEANINGFUL CHANGE ACROSS SOUTHERN CALIFORNIA. THROUGH GRANTS, SPONSORSHIPS, IN-KIND SUPPORT, and ACTIVE VOLUNTEER PARTICIPATION, WE ARE FOCUSED ON IMPROVING LIVES and EMPOWERING OUR COMMUNITIES to THRIVE for GENERATIONS to COME.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders7 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

89.20%of revenue went to mission work89.4% of expenses · Program services

6.23%of revenue went to fundraising6.2% of expenses

$99.77spent for every $100 of revenueRevenue covered expenses this year.

4.33%of revenue went to management and office costs4.3% of expenses

$0.00in assets for every $1 spent this yearSome assets cannot be spent right away.

100.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $60,821 for PATRICK ZARIFIAN (VICE PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$202,234

Mission workProgram services$180,40089.20% of revenue89.4% of expenses

ManagementOffice and general costs$8,7664.33% of revenue4.3% of expenses

FundraisingAsking for donations$12,6036.23% of revenue6.2% of expenses

Revenue left after expensesReported annual surplus$4650.23% of revenueShown in gray on the chart

Total expenses$201,76999.77% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Money in and money out

Revenue$202,234

Expenses$201,769

Annual surplus $465 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$180,400 · 89.4% of expenses

Management and office costs$8,766 · 4.3% of expenses

Fundraising$12,603 · 6.2% of expenses

See all reported dollar amounts

Revenue$202,234

Expenses$201,769

Assets$465

Income$202,234

Contributions$202,234

Mission work (program services)$180,400

Fundraising$12,603

Grants given$95,500

Average grant$19,100

Management and general$8,766

Accounting fees$2,220

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

PATRICK ZARIFIANVICE PRESIDENT · 1 hrs/week $60,821Base · Other $60,821

STEVEN OCONNELLDIRECTOR · 1 hrs/week $60,821Base · Other $60,821

JILL VASANTDIRECTOR · 1 hrs/week $55,893Base · Other $55,893

MARVEL FORDPRESIDENT · 1 hrs/week $31,966Base · Other $31,966

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (7)

PATRICK ZARIFIANVICE PRESIDENT

STEVEN OCONNELLDIRECTOR

JILL VASANTDIRECTOR

MARVEL FORDPRESIDENT

CARY DAVIDSONTREASURER

MICHAEL FARRSECRETARY

WALTON GREENEDIRECTOR

About this charity

Recognized since: January 2024
Location: 701 N BRAND BLVD STE 700, GLENDALE, CA 91203-3284
County: San Diego
In care of: % REED & DAVIDSON LLP
Primary officer: MARVEL FORD, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(818) 291-5533

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: TURNER WARREN HWANG & CONRAD ACCTCY
NTEE classification: Community Foundations (T31)
IRS tax category: Community Foundations
Grant-giving organization: Yes