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Nonprofiteer
← NATIONAL CREDIT UNION FOUNDATION INC

Form 990 for tax year 2023

Filed by NATIONAL CREDIT UNION FOUNDATION INC.

Totals

Total revenue
$6,177,944
Total expenses
$4,626,975
Contributions and grants received
$4,832,028
Grants paid
$602,890
Program service revenue
$932,161
Investment income
$583,008
Other revenue
-$169,253
Total assets, end of year
$15,288,100
Total liabilities, end of year
$1,505,074
Net assets or fund balances, end of year
$13,783,026
Program services expenses (Part IX)
$2,918,870
Management and general expenses
$1,286,799
Fundraising expenses
$421,306
Program service expenses (Part III)
$2,918,870

Program services were 63.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRISTIANE G HYLAND

    EXECUTIVE DIRECTOR

    Total calculated
    $582,686
    From this org
    $552,986
    From related orgs
    $0
    Other
    $29,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $448,716
    Bonus
    $41,746
    Other
    $62,524
    Deferred
    $29,700
    Nontaxable benefits
    $0
    Filer's total
    $582,686

  • ANDRE T PARRAWAY

    CHIEF FINANCIAL & OPERATION

    Total calculated
    $302,953
    From this org
    $278,178
    From related orgs
    $0
    Other
    $24,775
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,302
    Bonus
    $19,876
    Other
    $0
    Deferred
    $24,775
    Nontaxable benefits
    $0
    Filer's total
    $302,953

  • DANIELLE BROWN

    CHIEF ENGAGEMENT DIRECTOR

    Total calculated
    $212,947
    From this org
    $186,487
    From related orgs
    $0
    Other
    $26,460
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,342
    Bonus
    $11,145
    Other
    $0
    Deferred
    $16,918
    Nontaxable benefits
    $9,542
    Filer's total
    $212,947

  • CHAD HELMINAK

    CHIEF IMPACT OFFICER (TERM 09/2023)

    Total calculated
    $166,904
    From this org
    $142,068
    From related orgs
    $0
    Other
    $24,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,094
    Bonus
    $9,974
    Other
    $0
    Deferred
    $11,402
    Nontaxable benefits
    $13,434
    Filer's total
    $166,904

  • TOBI WEINGART

    CHIEF PROGRAMS OFFICER

    Total calculated
    $166,604
    From this org
    $131,607
    From related orgs
    $0
    Other
    $34,997
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,694
    Bonus
    $14,913
    Other
    $0
    Deferred
    $12,330
    Nontaxable benefits
    $22,667
    Filer's total
    $166,604

  • JAMIE CHANDLER

    FINHEALTH DIRECTOR

    Total calculated
    $169,448
    From this org
    $140,640
    From related orgs
    $0
    Other
    $28,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,346
    Bonus
    $2,294
    Other
    $0
    Deferred
    $5,925
    Nontaxable benefits
    $22,883
    Filer's total
    $169,448

  • TRACI O'NEILL

    EXECUTIVE ASSISTANT

    Total calculated
    $117,730
    From this org
    $106,488
    From related orgs
    $0
    Other
    $11,242
    Hours/week
    40

  • JIM NUSSLE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • TERESA CAMPBELL

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN SACKETT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT CASHMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JENNY VIPPERMAN

    SECRETARY (TERM 06/2023)

    Total calculated
    $0
    Hours/week
    1

  • BRETT THOMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARMA PARRISH

    DIRECTOR (START 01/2023)

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE CORDELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CREIGHTON BLACKWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN KAMPEN

    DIRECTOR (TERM 10/2023)

    Total calculated
    $0
    Hours/week
    1

  • DAVID BIRKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID SNODGRASS

    DIRECTOR (TERM 06/2023)

    Total calculated
    $0
    Hours/week
    1

  • DAVID SWEITZER

    DIRECTOR (START 09/2023)

    Total calculated
    $0
    Hours/week
    1

  • DEAN YOUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBBIE SMITH

    DIRECTOR (START 01/2023)

    Total calculated
    $0
    Hours/week
    1

  • GERRY SINGLETON

    DIRECTOR (TERM 07/2023)

    Total calculated
    $0
    Hours/week
    1

  • LILY NEWFARMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELANIE MURPHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NADER MOGHADDAM

    DIRECTOR

    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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
IN 2023, THE FOUNDATION BOARD APPROVED A DISTRIBUTION TO A 457(F) PLAN FOR THE EXECUTIVE DIRECTOR. THE TOTAL AMOUNT DISTRIBUTED IN 2023 WAS $62,524.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
22 April 2024
IRS schema version
2023v5.0
Source object
202411179349301861

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.