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Nonprofiteer
← AMERICA FIRST CREDIT UNION CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by AMERICA FIRST CREDIT UNION CHARITABLE FOUNDATION.

Totals

Total revenue
$419,735
Total expenses
$329,396
Contributions and grants received
$419,061
Grants paid
$329,321
Program service revenue
$0
Investment income
$585
Other revenue
$89
Total assets, end of year
$385,269
Total liabilities, end of year
$22,500
Net assets or fund balances, end of year
$362,769
Program services expenses (Part IX)
$329,321
Management and general expenses
$75
Fundraising expenses
$0
Program service expenses (Part III)
$329,321

Program services were 100.0% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $419,061

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $585 · related or exempt $585 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11d · All other revenue

    total $89 · related or exempt $89 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $89

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $221,331 · program services $221,331

  • 2 · Grants to domestic individuals

    total $107,990 · program services $107,990

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $75 · program services $0 · management and general $75 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $422,155 · end of year $385,269

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $93,225 · end of year $0

  • 18 · Grants payable

    beginning of year $56,500 · end of year $22,500

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $272,430 · end of year $362,769

Mission and programs · 2023

Mission

The America First Credit Union Charitable Foundation grants financial assistance to organizations that provide outreach and support programs to communities in which the credit union operates. It also provides scholarship funds to individuals and other scholarship funds.

  • The America First Charitable Foundation provided needed funds to various community organizations that provide necessary outreach and support programs to the community. During 2023, the program was able to assist 11 different agencies with funds for their ongoing operations.

    Expenses $110,000 · Grants $110,000

  • The America First Charitable Foundation supported multiple educational support initiatives. 1. Gave scholarships to 23 individuals, 2. Donated to five university school foundations for scholarship programs, 3. Impacted approximately 5,000 students by providing backpacks and other school supplies. Over 100 volunteer hours were provided to stuff backpacks and deliver those along with other school supplies.

    Expenses $86,406 · Grants $73,000 · Revenue $24,975

  • The America First Charitable Foundation donated funds to 5 different programs in various communities that provide food support services.

    Expenses $26,331 · Grants $26,331 · Revenue $11,640

  • The America First Charitable Foundation donated 3,216 pairs of shoes to disadvantaged children in various communities across five states in which the credit union operates.

    Expenses $96,584 · Grants $30,000 · Revenue $16,160

  • Donated to Make a Wish Foundation that fulfills life-changing wishes to children with critical illnesses.

    Expenses $10,000 · Grants $10,000

As filed on the 2023 return.

Listed in Part VII

  • Kent Swenson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brodie Cook

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Nicole Young

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Zach Winegar

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kent Streuling

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tammy Gallegos

    Board chair

    Total calculated
    $0
    Hours/week
    2

  • Missy Key

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Thayne Shaffer

    President

    Total calculated
    $0
    Hours/week
    1

  • Amber Greenwell

    Executive Director

    Total calculated
    $0
    Hours/week
    30

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

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
2023v5.0
Source object
202413209349309661

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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