2025-11-07T16:21:06-06:00 2024-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2024-01-01 951321381 UNIVERSAL CITY STUDIOS CREDIT UNION UNIV 8187771295 175 E OLIVE AVENUE BURBANK CA 91502 BRIAN HOLLISTER DIRECTOR OF FINANCE 8187771295 2025-11-07 1 1 NATALIE HULL CPA P00089332 8189549700 2024 2025-03-06 01:10:19Z JESSE LOPEZ 175 E OLIVE AVENUE BURBANK CA 91502 4635695 0 X WWW.UCSCU.ORG X CREDIT UNION 1927 CA A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS AMONG ITS MEMBERS. 5 5 17 10 10756 0 0 0 3250745 3460591 500091 383126 52820 -82832 3803656 3760885 0 0 0 0 1023812 1283994 0 0 0 2177156 2627814 3200968 3911808 602688 -150923 76692335 73938680 70342522 67686648 6349813 6252032 X UNIVERSAL CITY STUDIOS CREDIT UNION IS A COOPERATIVE, ORGANIZED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS 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, UNIVERSAL CITY STUDIOS CREDIT UNION CONDUCTS ITS BUSINESS FOR THE MUTUAL BENEFIT AND GENERAL WELFARE OF ITS MEMBERS WITH THE EARNINGS, SAVINGS, BENEFITS, OR SERVICES OF THE CREDIT BEING DISTRIBUTED TO ITS MEMBERS AS PATRONS. 0 0 UNIVERSAL CITY STUDIOS CREDIT UNION'S OPERATIONS ARE PRINCIPALLY RELATED TO HOLDING DEPOSITS FOR AND MAKING LOANS TO EMPLOYEES OF UNIVERSAL STUDIOS, INC., DREAMWORKS, SKG, AND OTHER MEMBERS DEFINED IN THE CREDIT UNION'S BYLAWS. 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1337 0 1 17 1 1 1 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X X BRIAN HOLLISTER DIRECTOR OF FINANCE 8183333974 175 EAST OLIVE AVE STE 100 BURBANK CA 91502 JUNE SMITH CHAIRPERSON 1.00 X 0 0 0 JAMES MAULL VICE CHAIRPERSON 1.00 X 0 0 0 MELISSA LEFFLER SECRETARY 1.00 X 0 0 0 LEONARD DIRISIO TREASURER 1.00 X 0 0 0 JANET ETZKORN BOARD MEMBER 1.00 X 0 0 0 PAULA BRAND SUPV CMTE CHAIRPERSON 1.00 X 0 0 0 VALERIE ADAMS SUPV CMTE MEMBER 1.00 X 0 0 0 WILLA KING SUPV CMTE MEMBER 1.00 X 0 0 0 RANDY LENCIONI SUPV CMTE MEMBER 1.00 X 0 0 0 RALPH RICCATELLI SUPV CMTE MEMBER 1.00 X 0 0 0 JESUS LOPEZ CEO 40.00 X 146704 0 12116 BRIAN HOLLISTER DIRECTOR OF FINANCE 40.00 X 106135 0 11286 ALBERTO DIOSDADO DIRECTOR OF ADMINISTRATION 40.00 X 89765 0 8042 ANN BABICH VP OF OPERATIONS 40.00 X 83350 0 19311 425954 0 50755 2 0 1 0 JACK HENRY & ASSOCIATES INC PO BOX 609 MONETT MO 65708 HOST SYSTEM/COMPUTER SERVICES 285288 1 INTEREST ON LOANS 522100 2841318 2841318 OTHER OPERATING INCOME 522100 454401 454401 FEE INCOME 522100 164872 154116 10756 3460591 383126 383126 791978 874810 -82832 -82832 -82832 3760885 3832961 10756 -82832 425954 597053 22118 164297 74572 37908 75043 114611 91031 510822 556423 46458 33926 679713 145660 5943 MISCELLANEOUS EXPENSE 125290 LOAN SERVICING EXPENSE 121123 PROVISION FOR CREDIT LO 71579 OPERATING FEES 12210 74 3911808 552092 551466 3906241 6541399 90752 64864 270156 284499 16830733 7072664 9874983 9758069 20000 770000 57314789 51255255 4663322 4713128 76692335 73938680 1186094 1089202 69156428 66597446 70342522 67686648 X 0 0 0 0 6349813 6252032 6349813 6252032 76692335 73938680 X -150923 53142 X X 0 1 X 1 0 2800000 2800000 9775501 3600645 6174856 3283053 2549074 733979 972179 922945 49234 9758069 PAID-IN CAPITAL AT CORP 80000 F ALL OTHER INVESTMENTS 191600 F NET LOANS AND LEASES 49849459 C NCUA SHARE INSURANCE CAPITALIZATION DEPOSIT 634196 C DEPOSITS IN COMMERCIAL, S&LS, & SAVINGS BANKS 500000 C 51255255 ACCRUED INTEREST ON LOANS 199005 ALL OTHER ASSETS 4506174 ACCRUED INTEREST ON INVESTMENTS 7949 4713128 TOTAL SHARES AND DEPOSITS 66597369 ACCRUED DIVIDENDS & INTEREST PAYABLE 77 66597446 X 4475925 0 4475925 -715040 -715040 3760885 4626848 0 4626848 -715040 -715040 3911808 PART X, LINE 2: FASB ASC 740-10-65, INCOME TAXES, PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE 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 POSITIONS ARE "MORE LIKELY THAN NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD SHOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. FOR THE YEARS ENDED DECEMBER 31, 2024, MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECOGNIZED IN REVENUE SECTION OF RETURN -874,810. RECLASS OF REVENUE AND EXPENSES 159,770. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECOGNIZED IN REVENUE SECTION OF RETURN -874,810. RECLASS OF REVENUE AND EXPENSES 159,770. X 0 0 0 JESUS LOPEZ CEO 135000 0 5000 0 6704 0 0 0 12116 0 158820 0 0 0 ANN BABICH OFFICER AUTO X 39135 22533 0 1 1 ANN BABICH OFFICER AUTO X 38760 22849 0 1 1 ANN BABICH OFFICER SECURED LOAN X 50000 19482 0 1 1 64864 FORM 990, PART VI, SECTION A, LINE 6 UNIVERSAL CITY STUDIOS CREDIT UNION IS A COOPERATIVE FINANCIAL INSTITUTION THAT IS OWNED AND CONTROLLED BY ITS MEMBERS, AND OPERATED FOR THE PURPOSE OF PROMOTING THRIFT AND SAVINGS TO ITS MEMBERS. UNIVERSAL CITY STUDIOS CREDIT UNION DOES NOT HAVE STOCKHOLDERS. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BOARD OF UNIVERSAL CITY STUDIOS CREDIT UNION IS COMPRISED OF VOLUNTEER MEMBERS WHO ARE DIRECTLY ELECTED BY ITS MEMBERS. EACH MEMBER OF THE GOVERNING BOARD SERVES FOR A PERIOD AS PRESCRIBED BY OUR BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B AT THE END OF EACH TERM OF THE BOARD MEMBERS, ELECTIONS ARE HELD AND BOARD MEMBERS ARE VOTED BY THE MEMBERS OF THE CREDIT UNION PURSUANT TO ITS BY-LAWS. MEMBER VOTES ARE ALSO REQUIRED TO RATIFY DECISIONS DEALING WITH REORGANIZATIONS AS IN THE CASE OF MERGER OR DISSOLUTION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD AND MANAGEMENT REVIEW THE FORM 990 DURING THE BOARD MEETING AND PROVIDE COMMENTS AND NOTIFICATIONS WHERE NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY IS IN THE UNIVERSAL CITY STUDIOS CREDIT UNION MANUAL AND EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ANNUALLY REVIEWS EXTERNAL ANALYSIS OF COMPARABLE SALARY AND A BENEFIT DERIVED FROM A CREDIT UNION INDUSTRY SOURCE AND THUS DETERMINES THE SALARY OF THE CEO AND KEY EMPLOYEES. THE MANAGEMENT SALARIES ARE DISCUSSED AT THE BUDGET PRESENTATION. THE CEO IS UNDER SEPARATE REVIEW BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN OCI 53,142. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.