2024-10-09T16:39:52-05:00 2023-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2023-01-01 954529650 WESTERN CUNA MANAGEMENT SCHOOL WEST 8004721702 2855 E GUASTI ROAD 202 ONTARIO CA 917611249 DIANA DYKSTRA PRESIDENT 8004721702 2024-09-19 1 1 VALENTINO CREUS CPA P01054153 8189549700 2023 2024-10-15 13:58:12Z DIANA DYKSTRA 2855 E GUASTI ROAD 202 ONTARIO CA 917611249 1888641 0 X WWW.WCMSPOMONA.ORG X 1960 CA TO PROVIDE TRAINING AND EDUCATION FOR CREDIT UNION MANAGEMENT. 9 7 3 7 0 0 83195 54891 1271745 1786299 10744 44859 10 2592 1365694 1888641 33575 54950 0 0 395365 413907 0 0 0 1062401 1118778 1491341 1587635 -125647 301006 1138873 1321482 141644 23247 997229 1298235 TO PROVIDE TRAINING AND EDUCATION FOR CREDIT UNION MANAGEMENT. 0 0 1480019 54950 1786299 EDUCATIONAL PROGRAM FOR CREDIT UNION PROFESSIONALS. REVENUE IS GENERATED THROUGH TUITION FEES. 1480019 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 9 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 9 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 CA X X LAURA HAPKE CONTROLLER AT PLEXCITY 9092126004 2100 E ROUTE 66 SUITE 101 GLENDORA CA 91740 STEPHANIE TEUBNER CHAIR 1.00 X X 0 0 0 WALLY MURRAY VICE CHAIR 0.80 X X 0 0 0 TRACIE KENYON SECRETARY/TREASURER 0.80 X X 0 0 0 STERLING NIELSEN TRUSTEE 0.80 X 0 0 0 BILL CHENEY TRUSTEE 0.80 X 0 0 0 JOAN OPP TRUSTEE 0.80 X 0 0 0 MIKE WILLIAMS TRUSTEE 0.80 X 0 0 0 DIANA DYKSTRA PRESIDENT 3.00 37.00 X X 134218 1202079 27547 MICHAEL STEINBERGER DEAN & CHIEF ACADEMIC OFFI 8.00 32.00 X X 184377 0 0 NANCY WOOD DIRECTOR OF SCHOOL ADMIN 40.00 X 113856 0 16601 432451 1202079 44148 3 0 1 0 0 54891 54891 REGISTRATION 611600 1779343 1779343 EDUCATION PROGRAM REVE 611600 6956 6956 1786299 44859 44859 OTHER INCOME 611600 2592 2592 2592 1888641 1788891 0 44859 X 54950 54950 346740 239124 107616 29280 29280 37887 37887 52560 52560 2952 2952 241500 241500 603 603 8193 8193 17288 17288 37901 37901 9075 9075 151 151 7027 7027 STUDENT HOUSING AND MEA 466685 466685 GRADUATION AND OTHER EV 194654 194654 EDUCATIONAL MATERIALS 52470 52470 OTHER EXPENSES 26969 26969 750 750 1587635 1480019 107616 0 921152 1092631 203944 214107 6127 4149 7150 8436 4920 3261 0 1659 500 500 1138873 1321482 141644 23247 141644 23247 X 0 0 0 0 997229 1298235 997229 1298235 1138873 1321482 301006 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4920 3261 1659 1659 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NON-DISCRIMINATION POLICY IS INCLUDED IN THE SCHOOL BROCHURE AND WEBSITE. SCHEDULE E, PART I, LINE 4 SEE PART II FORM 990 SCHEDULE E, PART II LINE 4 - EXPLANATION OF RECORDS NON-MAINTENANCE: 4A: STUDENTS NEEDS ARE ASSESSED INDIVIDUALLY. THE FOLLOWING FACTORS ARE OFTEN CONSIDERED WHEN A STUDENT REQUESTS FINANCIAL SUPPORT: POSITION, TENURE, LOCATION, AND ASSET SIZE OF THEIR CREDIT UNION. THERE IS NOTHING IN THE SCHOLARSHIP APPLICATION WHICH ASKS FOR THE RACE OF THE APPLICANT. 4D: THE SCHOOL DOES NOT SOLICIT CONTRIBUTIONS. 1 SCHOLARSHIPS 19 54950 X 0 0 0 0 0 0 0 0 0 DIANA DYKSTRA PRESIDENT 89218 880560 45000 316720 0 4799 0 16500 0 11047 134218 1229626 0 0 MICHAEL STEINBERGER DEAN & CHIEF ACADEMIC OFFI 134377 0 50000 0 0 0 0 0 0 0 184377 0 0 0 FORM 990, PART V, LINE 2A THE ORGANIZATIONS'S EMPLOYEES ARE PAID THROUGH COLLABORATIVE OFFICE SOLUTIONS, LLC (EIN 27-1415599), A PROFESSIONAL EMPLOYER ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THREE BOARD MEMBERS; THE CHAIR, VICE CHAIRMAN AND SECRETARY/TREASURER. THE COMMITTEE HAS THE AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE GOVERNING BODY IN THE MANAGEMENT OF THE BUSINESS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT SERVICE AGREEMENT WITH CALIFORNIA LEAGUE SERVICES CORPORATION (CLSC), A SUBSIDIARY OF CALIFORNIA CREDIT UNION LEAGUE (CCUL). CLSC PROVIDES ACCOUNTING, MARKETING,PROVOST, IT, ADMINISTRATION AND HR SUPPORT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ACCOUNTING DEPARTMENT AND THE PRESIDENT OF THE ORGANIZATION. THE FORM 990 WILL BE SENT ELECTRONICALLY TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS UPDATED AND DISTRIBUTED TO BOARD MEMBERS AND KEY EMPLOYEE ANNUALLY FOR ADOPTION. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT'S COMPENSATION IS BENCHMARKED BY AN OUTSIDE CONSULTANT. JOB DESCRIPTIONS ARE REVIEWED AND EACH POSITION IS GRADED WHICH PLACES IT IN A RANGE OF COMPENSATION WITH A MINIMUM, MIDDLE AND MAX. PLACEMENT IN THE RANGE IS BASED ON EDUCATION AND EXPERIENCE. COMPENSATION GRADES ARE REVIEWED BY OUTSIDE CONSULTANTS AND ADJUSTED EVERY COUPLE OF YEARS. THE MOST RECENT YEAR IN WHICH THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION WAS 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ACADEMIC SERVICE FEES: PROGRAM SERVICE EXPENSES 104,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,500. OTHER FEES: PROGRAM SERVICE EXPENSES 111,949. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,949. OTHER SERVICE FEES: PROGRAM SERVICE EXPENSES 25,051. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,051.