2025-11-12T15:04:27-06:00 2024-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2024-01-01 954529650 WESTERN CREDIT UNION MANAGEMENT SCHOOL WEST 8004721702 2855 E GUASTI ROAD 202 ONTARIO CA 917611249 BRANDI GLEASON COO AND PROVOST 8004721702 2025-11-11 1 1 NATALIE HULL CPA P00089332 8189549700 2024 2025-03-06 01:10:19Z X DIANA DYKSTRA 2855 E GUASTI ROAD 202 ONTARIO CA 917611249 2122731 0 X WWW.WCMSPOMONA.ORG X 1960 CA TO PROVIDE TRAINING AND EDUCATION FOR CREDIT UNION MANAGEMENT. 10 8 3 8 0 0 54891 60518 1786299 2007065 44859 55148 2592 0 1888641 2122731 54950 50950 0 0 413907 505656 0 0 0 1118778 1293025 1587635 1849631 301006 273100 1321482 1644789 23247 73454 1298235 1571335 TO PROVIDE TRAINING AND EDUCATION FOR CREDIT UNION MANAGEMENT. 0 0 1639475 50950 2007065 EDUCATIONAL PROGRAM FOR CREDIT UNION PROFESSIONALS. REVENUE IS GENERATED THROUGH TUITION FEES. 1639475 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 42 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 10 8 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 JOAN OPP CHAIR 1.00 X X 0 0 0 BILL CHENEY VICE CHAIR 0.80 X X 0 0 0 MIKE WILLIAMS SECRETARY/TREASURER 0.80 X X 0 0 0 STERLING NIELSEN TRUSTEE 0.80 X 0 0 0 ERIC PETRACCA TRUSTEE 0.80 X 0 0 0 STEPHANIE PROPPS TRUSTEE 0.80 X 0 0 0 SCOTT SIMPSON TRUSTEE 0.80 X 0 0 0 TROY STANG TRUSTEE 0.80 X 0 0 0 DIANA DYKSTRA PRESIDENT 3.00 37.00 X X 114309 0 0 MICHAEL STEINBERGER DEAN & CHIEF ACADEMIC OFFI 40.00 X X 164500 0 0 BRANDI GLEASON OPERATING OFFICER 40.00 X 158874 0 15800 437683 0 15800 3 0 1 0 POMONA COLLEGE 150 E EIGHT STREET CLAREMONT CA 91711 CONFERENCE & EVENT PLANNING SERVICES 761198 1 60518 60518 REGISTRATION 611600 2007065 2007065 2007065 55148 55148 2122731 2007065 0 55148 X 50950 50950 437683 323374 114309 32353 32353 35620 26317 9303 52560 52560 7607 7607 3180 3180 191417 191417 10123 10123 12791 12791 60247 60247 16396 16396 33343 33343 10406 10406 603 603 5901 5901 STUDENT HOUSING AND MEA 548565 548565 GRADUATION AND OTHER EV 238872 238872 EDUCATIONAL MATERIALS 64104 64104 OTHER EXPENSES 26040 26040 10870 10870 1849631 1639475 210156 0 1092631 1384147 214107 225263 4149 25000 8436 8823 4920 3864 1659 1056 500 500 1321482 1644789 23247 33554 0 39900 23247 73454 X 0 0 0 0 1298235 1571335 1298235 1571335 1321482 1644789 273100 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4920 3864 1056 1056 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 52 50950 X 0 0 0 0 0 0 0 0 0 MICHAEL STEINBERGER DEAN & CHIEF ACADEMIC OFFI 134500 0 30000 0 0 0 0 0 0 0 164500 0 0 0 BRANDI GLEASON OPERATING OFFICER 154874 0 4000 0 0 0 0 0 15800 0 174674 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 116,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,500. OTHER FEES: PROGRAM SERVICE EXPENSES 56,417. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,417. OTHER SERVICE FEES: PROGRAM SERVICE EXPENSES 18,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,500.