Civic Intelligence

Usc Credit Union

990 • Fiscal year 2019 • EIN 95-4110181

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 20, 2020

Organization ProfileWWW.USCCREDITUNION.ORG
3720 S Flower St 4th FloorLos Angeles, CA 90089

(213) 821-7128

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.91x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

20.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Net Margin

84th percentile

21%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

35th percentile

$366,053

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2019

Asset Growth

72nd percentile

9.5%

Faster asset growth than 72% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

32nd percentile

6.7%

Faster revenue growth than 32% of similar nonprofits.

2019 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$570,309,713

Up $49,261,007 (+9.5%) from 2018

Net Assets

Up

$49,023,930

Up $5,501,552 (+13%) from 2018

Liabilities

Up

$521,285,783

Up $43,759,455 (+9.2%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin84th percentile

Revenue

Up

$25,756,718

Up $1,625,556 (+6.7%) from 2018

Expenses

Up

$20,292,680

Up $862,324 (+4.4%) from 2018

Net Income

Up

$5,464,038

Up $763,232 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2010: $324,976,033Liabilities 2010: $300,907,432Net Assets 2010: $24,068,6012010Assets 2011: $329,966,132Liabilities 2011: $304,843,374Net Assets 2011: $25,122,7582011Assets 2012: $358,574,716Liabilities 2012: $331,189,583Net Assets 2012: $27,385,1332012Assets 2013: $370,351,610Liabilities 2013: $340,621,898Net Assets 2013: $29,729,7122013Assets 2014: $391,610,855Liabilities 2014: $359,887,190Net Assets 2014: $31,723,6652014Assets 2015: $410,807,793Liabilities 2015: $376,621,161Net Assets 2015: $34,186,6322015Assets 2016: $447,978,819Liabilities 2016: $412,503,060Net Assets 2016: $35,475,7592016Assets 2017: $494,188,625Liabilities 2017: $455,433,316Net Assets 2017: $38,755,3092017Assets 2018: $521,048,706Liabilities 2018: $477,526,328Net Assets 2018: $43,522,3782018Assets 2019: $570,309,713Liabilities 2019: $521,285,783Net Assets 2019: $49,023,9302019Assets 2020: $658,998,771Liabilities 2020: $606,592,651Net Assets 2020: $52,406,1202020Assets 2021: $740,787,156Liabilities 2021: $686,970,764Net Assets 2021: $53,816,3922021Assets 2022: $754,273,547Liabilities 2022: $710,521,770Net Assets 2022: $43,751,7772022Assets 2023: $741,676,675Liabilities 2023: $699,186,011Net Assets 2023: $42,490,6642023

Highlighted filing

2019

Assets$570,309,713
Liabilities$521,285,783
Net Assets$49,023,930
Open 2019 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $15,184,4872010Expenses 2011: $13,980,2122011Expenses 2012: $13,211,9412012Revenue 2013: $14,886,821Expenses 2013: $12,542,236Net Income 2013: $2,344,5852013Revenue 2014: $14,423,450Expenses 2014: $12,429,497Net Income 2014: $1,993,9532014Revenue 2015: $15,597,284Expenses 2015: $13,114,775Net Income 2015: $2,482,5092015Revenue 2016: $16,990,886Expenses 2016: $15,713,774Net Income 2016: $1,277,1122016Revenue 2017: $19,918,533Expenses 2017: $16,518,581Net Income 2017: $3,399,9522017Revenue 2018: $24,131,162Expenses 2018: $19,430,356Net Income 2018: $4,700,8062018Revenue 2019: $25,756,718Expenses 2019: $20,292,680Net Income 2019: $5,464,0382019Revenue 2020: $25,520,330Expenses 2020: $22,753,484Net Income 2020: $2,766,8462020Revenue 2021: $22,826,821Expenses 2021: $20,426,302Net Income 2021: $2,400,5192021Revenue 2022: $21,672,643Expenses 2022: $20,738,848Net Income 2022: $933,7952022Revenue 2023: $30,542,999Expenses 2023: $26,026,442Net Income 2023: $4,516,5572023

Highlighted filing

2019

Revenue$25,756,718
Expenses$20,292,680
Net Income$5,464,038
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 20, 2020
Return Version
2018v3.2
Gross Receipts
$26,109,438
Mission and Program Overview

Mission

To provide financial services to our core membership, that is the faculty, staff, students and alumni of the university of southern california.

To provide financial services to our core membership: faculty, staff, students, and alumni of usc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$461,977,430$460,964,081▼ $1,013,349
Savings and Temporary Cash Investments$22,118,708$69,372,945▲ $47,254,237
Rtn Earn Endowment Incm Other Fnds$43,522,378$49,023,930▲ $5,501,552
Land, Buildings, and Equipment, Net$14,227,549$15,102,941▲ $875,392
Investments in Publicly Traded Securities$7,108,497$4,891,832▼ $2,216,665
Cash and Non-Interest-Bearing Accounts$792,488$3,230,084▲ $2,437,596
Investments Other Securities$2,018,814$2,081,535▲ $62,721
Accounts Receivable$1,423,327$1,176,126▼ $247,201
Prepaid Expenses and Deferred Charges$1,074,036$1,046,874▼ $27,162
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$521,048,706$570,309,713▲ $49,261,007
Other Assets Total$10,307,857$12,443,295▲ $2,135,438
Liabilities
Other Liabilities$474,225,865$515,180,635▲ $40,954,770
Accounts Payable and Accrued Expenses$3,300,463$6,105,148▲ $2,804,685
Total Liabilities$477,526,328$521,285,783▲ $43,759,455
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,522,378$49,023,930▲ $5,501,552
Total Liabilities and Net Assets / Fund Balance$521,048,706$570,309,713▲ $49,261,007

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,771,162$3,011,953$15,783,115
Equipment$779,979$5,165,400$5,945,379
Leasehold Improvements$760,378$1,205,285$1,965,663
Land$791,422-$791,422
Other Land Buildings$0$749,105$749,105
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary PerezCEOFT$315,214$50,839$366,053
Ludwig MunevarCFOFT$190,152$44,634$234,786
Tere DenisonChief Experience OfficerFT$185,736$43,490$229,226
David Schauer-westCOOFT$191,094$37,851$228,945
Irene RodriguezVP, Business DevelopmentFT$135,086$22,799$157,885
Sandra GonzalezVP, Retail ExperienceFT$125,408$30,818$156,226
Christine SchwarzVP, Real EstateFT$119,418$34,051$153,469
Adam EnnettChief Lending OfficerFT$138,695$12,577$151,272
Daniel CohenSoftware Development ManagerFT$101,180$16,014$117,194

Board Members and Trustees

NameTitle
Jerald JellisonChair
Regina NordahlVice Chair
Justin HoMember
Michael BroughtonMember
Peer FissMember
Richard MccormickMember
Samantha Smyth-paxsonMember
Lisa EscobarSecretary
Gavin GalimiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
University Of Southern CaliforniaLeased Employees And Ancillary Services3601 TROUSDALE PARKWAY, Los Angeles, CA 90089$7,631,511
Fox Sports College PropertiesAdvertisingFILE 55437, Los Angeles, CA 90074$263,289
Financial Technology Solutions Intl INCAtm Maintenance And ServicingPO BOX 919, Monrovia, CA 91017$257,918
Advantage Group Staffing INCTemporary Staffing18121C E HAMPDEN AVE 168, Aurora, CO 80013$246,732
Cuna Mutual Group - MilwaukeeInsurance And Loan DocumentsPO BOX 4653, Carol Stream, IL 60197-4653$225,300
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$24,564,365
Investment Income
$937,482
Other Revenue
$254,871
Change in Net Assets
$5,464,038

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,752,221
Revenue Not Reported on Financial Statements
$4,497
Revenue Not Reported on Form 990
$342,963
Other Revenue Adjustments
$4,497
Total Revenue per Audited Statements
$26,095,184
Total Revenue per Form 990
$25,756,718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,971,336
Salaries, Compensation, and Employee Benefits$7,815,710
Grants and Similar Amounts Paid$49,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,455,392
Benefits to Members---$3,456,134
Current Officers, Directors, Trustees, and Key Employees---$1,210,281
Other Employee Benefits---$1,029,368
Information Technology---$902,249
Payroll Taxes---$777,863
All Other Expenses---$754,289
Advertising---$752,626
Fees for Services Other---$736,405
Office Expenses---$731,536
Depreciation Depletion---$416,459
Occupancy---$378,870
Pension Plan Contributions---$342,806
Insurance---$103,785
Travel---$103,739
Fees for Services Legal---$103,725
Grants to Domestic Orgs---$49,500
Fees for Services Accounting---$48,630
Other Expenses---$19,483
Conferences and Meetings---$6,804
Total Functional Expenses$0$0$0$20,292,680

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$20,593,632
Total Expenses per Form 990$20,292,680
Expenses per Audited Statements$20,288,183
Expenses Not Reported on Form 990$305,449
Expenses Not Reported on Financial Statements$4,497
Other Expense Adjustments$4,497
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Southern CaliforniaLos Angeles, CA501(c)(3)To Fund the Usc Credit Union Foundation Neighborhood Academic Initiative Endowed Scholarship Fund$20,000
Usc Trojan Marching BandLos Angeles, CA501(c)(3)Scholarships Provided to Usc Trojan Marching Band Students.$10,000
Kelly Cares FoundationSouth Bend, IN501(c)(3)The Kelly Cares Foundation Strengthens Communities and Inspires Hope by Investing Resources to Improve Health & Education.$5,000
Kim Dietrich Scholarship FundLos Angeles, CA501(c)(3)Scholarships Provided to Usc Students.$5,000
Usc Black Alumni Association ScholarshipLos Angeles, CA501(c)(3)USC BLACK ALUMNI ASSOCIATION (BAA) IS A LEADERSHIP NETWORK ESTABLISHED TO STRENGTHEN THE LEGACY OF EDUCATIONAL ATTAINMENT AND EXCELLENCE OF USC'S BLACK STUDENTS. THE BAA PROVIDES SCHOLARSHIP ASSISTANCE, CAREER MENTORING AND CULTURAL ADVOCACY THROUGH ALUMNI NETWORKING, VOLUNTEER INVOLVEMENT, PHILANTHROPY AND SOCIAL ENTERPRISE.$5,000
University of Southern California - BasketballLos Angeles, CA501(c)(3)Scholarships Provided to Usc Basketball Players/students.$1,750
CHILDREN'S MIRACLE NETWORKSalt Lake City, UT501(c)(3)TO PROVIDE THE BEST CARE FOR KIDS, CHILDREN'S HOSPITALS RELY ON DONATIONS AND COMMUNITY SUPPORT, AS MEDICAID AND INSURANCE PROGRAMS DO NOT FULLY COVER THE COST OF CARE. SINCE 1983, CHILDREN'S MIRACLE NETWORK HOSPITALS HAS HELPED FILL THOSE FUNDING GAPS BY RAISING MORE THAN $5 BILLION, MOST OF IT $1 AT A TIME THROUGH MIRACLE BALLOON ICON CAMPAIGNS. ITS VARIOUS FUNDRAISING PARTNERS AND PROGRAMS SUPPORT THE NONPROFIT'S MISSION TO SAVE AND IMPROVE THE LIVES OF AS MANY CHILDREN AS POSSIBLE.$1,000
Rmj FoundationOntario, CA501(c)(3)Provides Financial Education Resources for Credit Unions in California and Nevada.$1,000
So Cal Chapter of the National Organization of Black Law Enforcement ExecsCulver City, CA501(c)(3)OUR MISSION STATEMENT IS TO ENSURE EQUITY IN THE ADMINISTRATION OF JUSTICE IN THE PROVISION OF PUBLIC SERVICE TO ALL COMMUNITIES AND TO SERVE AS THE CONSCIENCE OF LAW ENFORCEMENT BY BEING COMMITTED TO "JUSTICE BY ACTION."$750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Share Accounts$515,180,635
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization is a cooperative financial institution that has members. An individual is eligible to become a member if they meet any of the criteria listed below: 1. Current usc employees, faculty, staff or enrolled students. 2. Usc alumni and alumni association members. 3. Any and all persons, who live, regularly work, currently attend school or currently worship in the city of los angeles, california, as well as any and all businesses, corporations, and other legal entities in the city of los angeles, california. 4. Any and all persons, who live, regularly work, currently attend school or currently worship in orange county, california, as well as any and all businesses, corporations, and other legal entities in the orange county, california. 5. Employees of the following employers in specific cities: a. Woodbury university, burbank, ca b. Los angeles child guidance, inc., los angeles, ca c. John tracy clinic, los angeles, ca d. Kenneth norris jr. Cancer hospital, los angeles, ca e. Health research association,, los angeles, ca 6. Persons within the immediate family of a member. 7. "household members" of a member, including domestic partners. 8. Employees of this credit union.”

Form 990, Part VI, Section A, Line 7A

“Any member can nominate a member to the governing body. The nominees are voted on at the annual meeting which can be attended by any member.”

Form 990, Part VI, Section A, Line 7B

“Amendments to the organization's articles of incorporation and bylaws are subject to approval of the members.”

Form 990, Part VI, Section B, Line 11B

“The ceo, cfo, and the controller review the form 990 and verify that it is comparable to actual results. A copy of the return will be given to the board before filing.”

Form 990, Part VI, Section B, Line 12C

“The credit union reviews the policy on an annual basis to make sure it encompasses all it should. Employees and managers are required to report any violations of the policy to their supervisor and/or hr. Employees are expected to notify management when a conflict of interest arises. As for accounts at the credit union, all employee accounts and accounts of their family are restricted and the employee will not have access to those accounts. Annually, employees are required to submit those accounts that belong to them or their family members to our compliance officer.”

Form 990, Part VI, Section B, Line 15

“The ceo's compensation is reviewed with the personnel committee (which consists of members of the board). The vp of hr prepares survey data for the committee regarding ceo pay and compensation from three sources and then the committee meets. The meetings are held quarterly. The executive team and management team compensation is approved by the ceo. Compensation for this team is also researched from three different sources and then a decision is made and approved by the ceo. This is done on an annual basis.”

Form 990, Part VI, Section C, Line 19

“Financial statements are posted in the organization's branches. Governing documents and the conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Usc Credit Union
EIN
95-4110181
Phone
2138217128
Address
3720 S FLOWER ST 4TH FLOOR, LOS ANGELES, CA 90089

Signing Officer

Name
Michael Rogers
Title
CFO
Phone
2138217128
Signed
2020-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Perez
Formed
1973
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
93
Volunteers
13

Preparer

Firm
Cliftonlarsonallen Llp
Address
20 EAST THOMAS ROAD SUITE 2300, PHOENIX, AZ 85012
Preparer
Mary C Green
Phone
6022662248
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The credit union is exempt, by statute, from federal income taxes. The credit union is a state-chartered credit union described in the internal revenue code (irs) section 501 (c) (14). As such, the credit union is exempt from federal taxation of income derived from the performance of activities that are in furtherance of its exempt purposes. However, the credit union is subject to unrelated business income tax (ubit). Fasb codification topic 740, income taxes, provides guidance for how uncertain tax positions should be recognized, measured, disclosed, and presented in the financial statements. This requires an evaluation of tax positions taken or expected to be taken in the course of preparing the credit union's tax returns to determine whether the tax position are more-likely-than-not "when challenged or "when examined" by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax expense and liability in the current year. For the years ended june 30, 2019 and 2018 management has determined that there are no material uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses moved from expenses 317,691. Ubit taxes -19,483. Origination expense 7,241.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Parking lot income 4,497.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses moved to revenues 317,691. Ubit taxes -19,483. Origination expense 7,241.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Parking lot attendant 4,497.”

Raw XML AppendixShowing 400 of 754 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP, BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP, RETAIL EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP, REAL ESTATE
IRS990/Form990PartVIISectionAGrp/TitleTxt17SOFTWARE DEVELOPMENT MANAGER
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01205285
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01965663

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$570,309,713
Liabilities
$521,285,783
Net assets
$49,023,930
Revenue
$25,756,718
Expenses
$20,292,680
Net income
$5,464,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$742$699$42.5$30.5$26.0$4.52
2022Summary only. Only limited summary data is available for this year.$754$711$43.8$21.7$20.7$0.93
2021Summary only. Only limited summary data is available for this year.$741$687$53.8$22.8$20.4$2.40
2020Summary only. Only limited summary data is available for this year.$659$607$52.4$25.5$22.8$2.77
2019Detailed filing. Detailed filing data is available for this year.$570$521$49.0$25.8$20.3$5.46
2018Summary only. Only limited summary data is available for this year.$521$478$43.5$24.1$19.4$4.70
2017Summary only. Only limited summary data is available for this year.$494$455$38.8$19.9$16.5$3.40
2016Summary only. Only limited summary data is available for this year.$448$413$35.5$17.0$15.7$1.28
2015Summary only. Only limited summary data is available for this year.$411$377$34.2$15.6$13.1$2.48
2014Summary only. Only limited summary data is available for this year.$392$360$31.7$14.4$12.4$1.99
2013Summary only. Only limited summary data is available for this year.$370$341$29.7$14.9$12.5$2.34
2012Summary only. Only limited summary data is available for this year.$359$331$27.4$13.2
2011Summary only. Only limited summary data is available for this year.$330$305$25.1$14.0
2010Summary only. Only limited summary data is available for this year.$325$301$24.1$15.2
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)14 • $250M-$1B nonprofits