Totals
- Total revenue
- $2,178,444
- Total expenses
- $1,564,516
- Contributions and grants received
- $1,724,559
- Grants paid
- $606,455
- Program service revenue
- $0
- Investment income
- $453,885
- Other revenue
- $0
- Total assets, end of year
- $19,930,289
- Total liabilities, end of year
- $10,559,149
- Net assets or fund balances, end of year
- $9,371,140
- Program services expenses (Part IX)
- $1,046,200
- Management and general expenses
- $459,302
- Fundraising expenses
- $59,014
- Program service expenses (Part III)
- $1,046,200
Program services were 66.9% 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.
-
1f · All other contributions, gifts and grants
$1,724,559
-
3 · Investment income
total $453,885 · excluded $453,885
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $606,455 · program services $606,455
-
11a · Fees: management
total $430,940 · program services $43,758 · management and general $328,267 · fundraising $58,915
-
11g · Fees: other
total $75,824 · management and general $75,824
-
13 · Office expenses
total $20,967 · program services $20,868 · fundraising $99
-
14 · Information technology
total $839 · program services $839
-
17 · Travel
total $32,629 · management and general $32,629
-
19 · Conferences, conventions and meetings
total $17,017 · management and general $17,017
-
24a · Other expenses: PROGRAM MANAGEMENT FEES
total $374,280 · program services $374,280
-
24b · Other expenses: MISCELLANEOUS
total $3,181 · management and general $3,181
-
24c · Other expenses: MEMBERSHIP/COMMUNITY GI
total $2,384 · management and general $2,384
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,778,546 · end of year $4,131,565
-
3 · Pledges and grants receivable
end of year $8,864,869
-
4 · Accounts receivable
beginning of year $124,253 · end of year $22,665
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $5,035
-
12 · Investments: other securities
beginning of year $6,199,705 · end of year $6,906,155
-
17 · Accounts payable and accrued expenses
beginning of year $53,996 · end of year $23,318
-
19 · Deferred revenue
beginning of year $0 · end of year $8,773,145
-
25 · Other liabilities
beginning of year $0 · end of year $1,762,686
-
27 · Net assets without donor restrictions
beginning of year $7,264,080 · end of year $8,455,396
-
28 · Net assets with donor restrictions
beginning of year $784,428 · end of year $915,744
Mission and programs · 2023
Mission
POWERED BY A NETWORK OF CREDIT UNIONS, WE ARE UNIQUELY POSITIONED TO HARNESS AND DELIVER RESOURCES THAT STRENGTHEN THE FINANCIAL LIVES OF PEOPLE AND COMMUNITIES OPERATING IN ARIZONA, COLORADO, IDAHO, OREGON, WASHINGTON AND WYOMING.
-
THE GRANTS DEVELOPMENT PROGRAM AND PUBLIC EDUCATION PROGRAM PROVIDED FUNDS TO CREDIT UNIONS AND THEIR STAFF FOR PROGRAMS AND EDUCATION FOCUSED ON IMPROVING THE FINANCIAL LIVES OF PEOPLE AND COMMUNITIES ACROSS THE REGION.
Expenses $1,046,200 · Grants $606,455
As filed on the 2023 return.
Listed in Part VII
-
Gene PelhamGENE PELHAM
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Shelli MillhuffSHELLI MILLHUFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly SchraderKELLY SCHRADER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Tom BerquistTOM BERQUIST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nora CarpenterNORA CARPENTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jackie HoonjanJACKIE HOONJAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charlotte NemecCHARLOTTE NEMEC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Todd PearsonTODD PEARSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Tyler ValentineTYLER VALENTINE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jay ChampionJAY CHAMPION
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer KutcherJENNIFER KUTCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jane PrancanJANE PRANCAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric RenaudERIC RENAUD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rainy ThoenRAINY THOEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stacie Wyss-SchoenbornSTACIE WYSS-SCHOENBORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Troy StangTROY STANG
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 40 related
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.
Grants on this return
-
$141,000
3-YEAR INITIATIVE
-
NUVISTA FCU
$100,000
WORKFORCE HOUSING GRANT
-
$45,000
SMALL BUSINESS INITIATIVE-IMPLEMENTATION GRANT
-
$37,500
GRANT FUND LOAN LOSS RESERVE
-
$27,863
GRANT FUND LOAN LOSS RESERVE
-
ANNUAL CONTRIBUTION
-
NATIONAL CREDIT UNION FOUNDATION
$15,000
GENERAL SUPPORT
-
NATIONAL CREDIT UNION FOUNDATION
$10,000
DISASTER RELIEF
-
$7,500
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403209349302905
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.