CREDIT UNION OF SOUTHERN CALIFORNIA Charity Report

Public IRS 990 nonprofit record

CREDIT UNION OF SOUTHERN CALIFORNIA

EIN 95-1818041 · Mutual & Membership Benefit (Y)

What they do

A COOPERATIVE, ORGANIZED for THE PURPOSE of PROMOTING THRIFT ANDSAVINGS AMONG ITS MEMBERS, CREATING A SOURCE of CREDIT for THEM AT RATES of INTEREST SET BY THE BOARD of DIRECTORS, and PROVIDING AN OPPORTUNITY for THEM to USE and CONTROL THEIR OWN MONEY ON A DEMOCRATIC BASIS IN ORDER to IMPROVE THEIR ECONOMIC and SOCIAL CONDITIONS. AS A COOPERATIVE, CREDIT UNION of SOUTHERN CALIFORNIACONDUCTS ITS BUSINESS for THE MUTUAL BENEFIT and GENERAL WELFARE of ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, or SERVICESOF THE CREDIT UNION BEING DISTRIBUTED to ITS MEMBERS AS PATRONS.

Before you give

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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 leaders32 people are listed in the latest report.

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

Money made simple

$83.57spent for every $100 of revenueRevenue covered expenses this year.

$16.91in assets for every $1 spent this yearSome assets cannot be spent right away.

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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 $1,572,411 for DAVE GUNDERSON (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

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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.

Money in and money out

Revenue$204,857,864

Expenses$171,198,095

Annual surplus $33,659,769 Revenue was higher than expenses for this filing year.

See all reported dollar amounts

Revenue$204,857,864

Expenses$171,198,095

Assets$2,894,345,402

Income$224,466,566

Grants given$2,880,559

Average grant$20,004

Stocks and bonds$926,840,359

Accounting fees$224,808

Investing fees$172,110

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

DAVE GUNDERSONPRESIDENT/CEO · 40 hrs/week $1,572,411Base $1,528,695 · Other $43,716

SUSAN CONJURSKIVP STRATEGIC INITIATIVES · 40 hrs/week $865,275Base $412,831 · Other $452,444

KATSU DURSTCFO · 40 hrs/week $632,329Base $620,985 · Other $11,344

SUZANNE KISSLANCOO · 40 hrs/week $615,906Base $596,478 · Other $19,428

ALISSA GUERREROCAO · 40 hrs/week $514,435Base $477,357 · Other $37,078

MICHAEL GENNAWEYPRODUCING PROGRAM MANAGER · 40 hrs/week $458,566Base $431,879 · Other $26,687

RYAN GALLOPRODUCING PROGRAM MANAGER · 40 hrs/week $452,084Base $416,448 · Other $35,636

PETER PUTNAMSVP, TREASURY · 40 hrs/week $421,388Base $395,794 · Other $25,594

MICHELLE HUNTERCCXO · 40 hrs/week $416,665Base $374,501 · Other $42,164

SEVAN YAKINIANCTO · 40 hrs/week $379,210Base $354,547 · Other $24,663

PAUL JARIABEKVP ENGINEERING & CISO · 40 hrs/week $366,615Base $336,292 · Other $30,323

DAREN LINHARESSVP, LENDING · 40 hrs/week $308,400Base $294,849 · Other $13,551

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 (32)

DAVE GUNDERSONPRESIDENT/CEO

SUSAN CONJURSKIVP STRATEGIC INITIATIVES

KATSU DURSTCFO

SUZANNE KISSLANCOO

ALISSA GUERREROCAO

MICHAEL GENNAWEYPRODUCING PROGRAM MANAGER

RYAN GALLOPRODUCING PROGRAM MANAGER

PETER PUTNAMSVP, TREASURY

MICHELLE HUNTERCCXO

SEVAN YAKINIANCTO

PAUL JARIABEKVP ENGINEERING & CISO

DAREN LINHARESSVP, LENDING

AARON YOUNGSVP, BRANCH OPS/RETAIL BANKING

KATIE MARIE SMITHSVP, HUMAN RESOURCES

PATRICIA HOLCOMBVP INFORMATION TECHNOLOGY

ERIC DAYSVP, BOARD ADVOCACY & STRATEGIC INITIATIVE

CHRIS STONESECRETARY

DAWNNA LAWRENCEDIRECTOR

ELIZABETH CAMPVICE CHAIRPERSON

DAVE YAMASHITASUPV CMTE MEMBER

PAUL MOOREDIRECTOR

JOHN ROSENBERGERTREASURER

DONA MOSELEYCORPORATE ADVISORY BOARD MEMBER

CONNIE ZAPPONEDIRECTOR

BOB TOOHEYSUPV CMTE CHAIRPERSON

STEPHANIE CUEVASCORPORATE ADVISORY BOARD MEMBER

ROSIE ROBINSONSUPV CMTE MEMBER

ROBYN BJORKLUNDFORMER CHAIRPERSON

GIL RODRIGUEZDIRECTOR

CHRIS GEORGECHAIRPERSON

JUDY MILLERSUPV CMTE MEMBER

GREG KELLEYSUPV CMTE MEMBER

About this charity

Recognized since: January 1961
Location: 8101 E KAISER BLVD STE 300, ANAHEIM, CA 92808-2261
County: Orange
In care of: KATSU DURST
Primary officer: KATSU DURST, CFO

How to reach them

WebsiteVisit the charity’s website Phone(562) 698-8326

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: Mutual & Membership Benefit (Y)
IRS tax category: Mutual & Membership Benefit
Grant-giving organization: Yes