Totals
- Total revenue
- $2,945,660
- Total expenses
- $2,856,913
- Contributions and grants received
- $2,493,339
- Grants paid
- $0
- Program service revenue
- $131,226
- Investment income
- $204,369
- Other revenue
- $116,726
- Total assets, end of year
- $6,425,102
- Total liabilities, end of year
- $1,598,334
- Net assets or fund balances, end of year
- $4,826,768
- Program services expenses (Part IX)
- $2,571,220
- Management and general expenses
- $210,500
- Fundraising expenses
- $75,193
- Program service expenses (Part III)
- $2,571,220
Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$2,493,339
-
2a · Program service revenue: EDUCATION INCOME
total $126,028 · related or exempt $126,028
-
2b · Program service revenue: COMPLIANCE INCOME
total $5,198 · related or exempt $5,198
-
3 · Investment income
total $204,369 · excluded $204,369
-
11a · Other revenue: OTHER INCOME
total $114,767 · related or exempt $114,767
-
11b · Other revenue: GAIN ON SALE OF ASSETS
total $1,959 · related or exempt $1,959
-
11e · Other revenue, total
$116,726
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $1,107,755 · program services $996,979 · management and general $110,776
-
9 · Other employee benefits
total $171,410 · program services $154,269 · management and general $17,141
-
10 · Payroll taxes
total $73,986 · program services $66,587 · management and general $7,399
-
11b · Fees: legal
total $20,040 · program services $18,036 · management and general $1,002 · fundraising $1,002
-
11c · Fees: accounting
total $14,400 · program services $12,960 · management and general $720 · fundraising $720
-
11g · Fees: other
total $307,627 · program services $276,865 · management and general $15,381 · fundraising $15,381
-
13 · Office expenses
total $48,260 · program services $43,434 · management and general $4,826
-
16 · Occupancy
total $135,139 · program services $121,625 · management and general $13,514
-
17 · Travel
total $147,146 · program services $132,431 · management and general $14,715
-
19 · Conferences, conventions and meetings
total $15,835 · program services $14,251 · management and general $1,584
-
22 · Depreciation, depletion and amortization
total $50,332 · program services $45,299 · management and general $5,033
-
23 · Insurance
total $21,512 · program services $19,361 · management and general $2,151
-
24a · Other expenses: RESTRICTED PROG EXP
total $439,211 · program services $395,290 · fundraising $43,921
-
24b · Other expenses: LEGISLATIVE
total $126,173 · program services $113,555 · management and general $6,309 · fundraising $6,309
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $63,163 · program services $56,847 · fundraising $6,316
-
24d · Other expenses: PUBLIC RELATIONS
total $27,673 · program services $24,905 · management and general $1,384 · fundraising $1,384
-
24e · All other expenses
total $87,251 · program services $78,526 · management and general $8,565 · fundraising $160
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,597,505 · end of year $2,495,243
-
2 · Savings and temporary cash investments
beginning of year $38,596 · end of year $38,596
-
4 · Accounts receivable
beginning of year $620,576 · end of year $1,117,381
-
7 · Other notes and loans receivable
beginning of year $1,017,531 · end of year $1,017,531
-
9 · Prepaid expenses and deferred charges
beginning of year $122,319 · end of year $101,609
-
10a · Land, buildings and equipment: cost or other basis
$354,125
-
10b · Land, buildings and equipment: accumulated depreciation
$240,388
-
10c · Land, buildings and equipment, net
beginning of year $145,144 · end of year $113,737
-
12 · Investments: other securities
beginning of year $1,508,070 · end of year $1,383,648
-
15 · Other assets
beginning of year $225,230 · end of year $157,357
-
17 · Accounts payable and accrued expenses
beginning of year $736,856 · end of year $738,787
-
25 · Other liabilities
beginning of year $800,094 · end of year $859,547
-
27 · Net assets without donor restrictions
beginning of year $3,428,557 · end of year $3,481,792
-
28 · Net assets with donor restrictions
beginning of year $1,309,464 · end of year $1,344,976
Mission and programs · 2024
Mission
HELP CREDIT UNIONS SUCCEED BY PROVIDING ADVOCACY AND COOPERATIVE SOLUTIONS
-
PROVIDE CREDIT UNIONS ADVOCACY, COMPLIANCE SERVICES AND EDUCATIONAL DEVELOPMENT, PROMOTE AND ASSIST ORGANIZATION OF NEW CREDIT UNIONS, ADVISE ON POLICY MATTERS AND PROCEDURES, PROVIDE SERVICES AND PROGRAMS
Expenses $2,571,220
As filed on the 2024 return.
Listed in Part VII
-
Daniel SchlineDANIEL SCHLINE
CEO/PRESIDEN
- Total calculated
- $463,952
- From this org
- $210,797
- From related orgs
- $210,798
- Other
- $42,357
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $210,797 + $210,798 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- $1,400
- Nontaxable benefits
- $40,957
- Filer's total
- $253,154 + $210,798 related
-
Stephen BeachSTEPHEN BEACH
COO/VICE PRE
- Total calculated
- $281,537
- From this org
- $0
- From related orgs
- $242,445
- Other
- $39,092
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- not reported + $242,445 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $21,977 related
- Nontaxable benefits
- not reported + $17,115 related
- Filer's total
- not reported + $281,537 related
-
Lauren DeangelisLAUREN DEANGELIS
CHIEF LEARNI
- Total calculated
- $180,304
- From this org
- $162,194
- From related orgs
- $0
- Other
- $18,110
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,194
- Bonus
- not reported
- Other
- not reported
- Deferred
- $1,944
- Nontaxable benefits
- $16,166
- Filer's total
- $180,304
-
William BoylstonWILLIAM BOYLSTON
SVP ADVOCACY
- Total calculated
- $178,963
- From this org
- $152,250
- From related orgs
- $0
- Other
- $26,713
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,250
- Bonus
- not reported
- Other
- not reported
- Deferred
- $11,397
- Nontaxable benefits
- $15,316
- Filer's total
- $178,963
-
Jeanne CouchoisJEANNE COUCHOIS
SVP RISK MAN
- Total calculated
- $167,499
- From this org
- $135,775
- From related orgs
- $0
- Other
- $31,724
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $135,775
- Bonus
- not reported
- Other
- not reported
- Deferred
- $19,332
- Nontaxable benefits
- $12,392
- Filer's total
- $167,499
-
Rose HudsonROSE HUDSON
VP ACCT & CO
- Total calculated
- $138,437
- From this org
- $0
- From related orgs
- $125,967
- Other
- $12,470
- Hours/week
- 40
-
Michael BakerMICHAEL BAKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian BoneBRIAN BONE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Leigh BradyLEIGH BRADY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tim CarlisleTIM CARLISLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Latasha CooperLATASHA COOPER
EXECUTIVE OF
- Total calculated
- $0
- Hours/week
- 1
-
Faye CrockerFAYE CROCKER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Bob DonleyBOB DONLEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Travis HallTRAVIS HALL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Brian McKayBRIAN MCKAY
VICE CHAIRMA
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth OramaELIZABETH ORAMA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jake RobinsonJAKE ROBINSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christie SmithCHRISTIE SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian VannoyBRIAN VANNOY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CARRICK PROFESSIONALS
C CORP · CU SERVICE · NC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202503159349301515
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