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Nonprofiteer
← COMMUNITY AMERICA CREDIT UNION

Form 990 for tax year 2023

Filed by COMMUNITY AMERICA CREDIT UNION.

Totals

Total revenue
$320,007,381
Total expenses
$298,793,395
Contributions and grants received
$0
Grants paid
$716,839
Program service revenue
$305,406,660
Investment income
$14,600,721
Other revenue
$0
Total assets, end of year
$4,748,448,128
Total liabilities, end of year
$4,309,068,602
Net assets or fund balances, end of year
$439,379,526
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

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.

  • 2a · Program service revenue: INTEREST ON LOANS

    total $171,114,305 · related or exempt $171,114,305

  • 2b · Program service revenue: SERVICE FEES

    total $87,440,496 · related or exempt $86,681,045 · unrelated business $759,451

  • 2c · Program service revenue: OTHER OPERATING INCOME

    total $4,900,335 · related or exempt $4,900,335

  • 2d · Program service revenue: INTEREST ON INVESTMENTS

    total $41,004,679 · related or exempt $41,004,679

  • 2e · Program service revenue: ALL OTHER PROGRAM SERVICE REVENUE

    total $946,845 · related or exempt $5,543,501 · unrelated business -$4,596,656

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $240,856,440

  • 7b · Less cost or other basis and sales expenses

    securities $226,255,719

  • 7c · Gain or loss

    securities $14,600,721 · other assets $0

  • 7d · Net gain or loss

    total $14,600,721 · related or exempt $14,600,721

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $716,839

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $24,719,765

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $53,075,086

  • 8 · Pension plan contributions

    total $4,266,972

  • 9 · Other employee benefits

    total $4,037,195

  • 10 · Payroll taxes

    total $5,164,612

  • 11a · Fees: management

    total $90,051

  • 11b · Fees: legal

    total $894,732

  • 11c · Fees: accounting

    total $343,864

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $2,700

  • 11g · Fees: other

    total $21,983,189

  • 12 · Advertising and promotion

    total $17,350,902

  • 13 · Office expenses

    total $9,505,902

  • 14 · Information technology

    total $16,007,438

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $5,871,292

  • 17 · Travel

    total $1,465,847

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,222,706

  • 20 · Interest

    total $88,017,086

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $6,780,516

  • 23 · Insurance

    total $689,867

  • 24a · Other expenses: PROVISION FOR LOAN LOSS

    total $16,499,879

  • 24b · Other expenses: MISCELLANEOUS OPERATION

    total $9,987,334

  • 24c · Other expenses: LOAN SERVICING

    total $8,881,111

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $1,218,510

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $79,575,141 · end of year $91,216,836

  • 2 · Savings and temporary cash investments

    beginning of year $40,302,753 · end of year $157,780,968

  • 4 · Accounts receivable

    beginning of year $55,990 · end of year $163,346

  • 5 · Loans and receivables from officers and key people

    beginning of year $3,408,799 · end of year $5,251,504

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $2,924,615,463 · end of year $3,195,315,658

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,527,111 · end of year $6,745,039

  • 10a · Land, buildings and equipment: cost or other basis

    $138,465,455

  • 10b · Land, buildings and equipment: accumulated depreciation

    $71,700,853

  • 10c · Land, buildings and equipment, net

    beginning of year $65,788,940 · end of year $66,764,602

  • 11 · Investments: publicly traded securities

    beginning of year $1,413,279,026 · end of year $1,081,075,465

  • 12 · Investments: other securities

    beginning of year $62,790,129 · end of year $46,554,408

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $37,500 · end of year $37,500

  • 15 · Other assets

    beginning of year $90,890,382 · end of year $97,542,802

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,665,349 · end of year $13,448,858

  • 19 · Deferred revenue

    beginning of year $4,097,730 · end of year $3,166,643

  • 21 · Escrow or custodial account liability

    beginning of year $4,099,791,000 · end of year $3,953,256,928

  • 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 $110,000,000 · end of year $250,000,000

  • 25 · Other liabilities

    beginning of year $70,515,647 · end of year $89,196,173

  • 31 · Retained earnings, endowment or other funds

    beginning of year $390,201,508 · end of year $439,379,526

Mission and programs · 2023

Mission

COMMUNITYAMERICA CREDIT UNION'S PRIMARY PURPOSE IS TO PROMOTE THE FINANCIAL WELL BEING OF ITS CREDIT UNION MEMBERS THROUGH FINANCIAL SERVICES AND PRODUCTS.

  • COMMUNITYAMERICA CREDIT UNION PROVIDES FINANCIAL PRODUCTS AND SERVICES TO MORE THAN 315,000 MEMBERS, INCLUDING NEARLY $3.2 BILLION IN LOANS OUTSTANDING AT 12.31.23, MORE THAN 40,200 CONSUMER LOANS GRANTED FY 2023, AND COMPETITIVE RATES OFFERED TO MEMBERS. THE CREDIT UNION HAD NEARLY $4.0 BILLION IN DEPOSIT ACCOUNTS AT COMPETITIVE YIELDS AS OF DECEMBER 31, 2023.

As filed on the 2023 return.

Listed in Part VII

  • ALAN LOWDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALOK SRIVASTAVA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY MCANARNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRI SIMONEAU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID SHEPARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEAN NEWTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HAL BENTLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOE WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSHUA JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KERRY DOMKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELANIE COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD WETZEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRENT SKAGGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALYSSA N AKERS

    VP RISK & BUSINESS ADMINISTRATOR

    Total calculated
    $259,169
    From this org
    $231,175
    From related orgs
    $0
    Other
    $27,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,049
    Bonus
    $47,521
    Other
    $2,605
    Deferred
    $14,349
    Nontaxable benefits
    $13,645
    Filer's total
    $259,169

  • AMY E RUSH

    GENERAL COUNSEL CUSO ONE

    Total calculated
    $156,156
    From this org
    $142,416
    From related orgs
    $0
    Other
    $13,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $29,470
    Bonus
    $51,638
    Other
    $61,308
    Deferred
    $10,704
    Nontaxable benefits
    $3,036
    Filer's total
    $156,156

  • AMY I DOLL

    SVP ACCOUNTING & FINANCE SVCS

    Total calculated
    $378,944
    From this org
    $327,122
    From related orgs
    $0
    Other
    $51,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,124
    Bonus
    $109,696
    Other
    $9,302
    Deferred
    $21,680
    Nontaxable benefits
    $30,142
    Filer's total
    $378,944

  • AMY T GROTHAUS

    SVP RETAIL BANKING

    Total calculated
    $350,291
    From this org
    $328,270
    From related orgs
    $0
    Other
    $22,021
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,189
    Bonus
    $105,750
    Other
    $12,331
    Deferred
    $19,723
    Nontaxable benefits
    $2,298
    Filer's total
    $350,291

  • ANITA B NEWTON

    CHIEF INNOVATION OFFICER

    Total calculated
    $1,170,920
    From this org
    $533,218
    From related orgs
    $0
    Other
    $637,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,648
    Bonus
    $181,786
    Other
    $9,784
    Deferred
    $609,296
    Nontaxable benefits
    $28,406
    Filer's total
    $1,170,920

  • CARRIE L O'CONNOR

    SVP CHIEF LENDING OFFICER

    Total calculated
    $474,471
    From this org
    $420,302
    From related orgs
    $0
    Other
    $54,169
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,199
    Bonus
    $137,136
    Other
    $2,967
    Deferred
    $27,425
    Nontaxable benefits
    $26,744
    Filer's total
    $474,471

  • DAVID D HECK

    VP CONSUMER LENDING

    Total calculated
    $191,157
    From this org
    $164,358
    From related orgs
    $0
    Other
    $26,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,536
    Bonus
    $13,075
    Other
    $1,747
    Deferred
    $9,231
    Nontaxable benefits
    $17,568
    Filer's total
    $191,157

  • ELIZABETH T LEWIS

    SVP CONSUMER & COMMERCIAL BANK

    Total calculated
    $316,788
    From this org
    $281,905
    From related orgs
    $0
    Other
    $34,883
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,792
    Bonus
    $151,088
    Other
    $12,025
    Deferred
    $23,503
    Nontaxable benefits
    $11,380
    Filer's total
    $316,788

  • JAI B SHANKAR

    VP DATA, CRM & INTEGRATION

    Total calculated
    $349,571
    From this org
    $297,084
    From related orgs
    $0
    Other
    $52,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,152
    Bonus
    $57,652
    Other
    $4,280
    Deferred
    $22,161
    Nontaxable benefits
    $30,326
    Filer's total
    $349,571

  • JOHN D JAMES

    VP COMPLIANCE

    Total calculated
    $46,979
    From this org
    $38,075
    From related orgs
    $0
    Other
    $8,904
    Hours/week
    40

  • JULIA SCHALLER

    SVP HUMAN RESOURCES

    Total calculated
    $467,535
    From this org
    $425,580
    From related orgs
    $0
    Other
    $41,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,567
    Bonus
    $143,301
    Other
    $10,712
    Deferred
    $24,956
    Nontaxable benefits
    $16,999
    Filer's total
    $467,535

  • JUSTIN R STEITZ

    PRESIDENT COPPER FINANCIAL

    Total calculated
    $987,047
    From this org
    $522,497
    From related orgs
    $0
    Other
    $464,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,045
    Bonus
    $167,394
    Other
    $3,058
    Deferred
    $430,915
    Nontaxable benefits
    $33,635
    Filer's total
    $987,047

  • KARL J GEISLER

    SVP DIGITAL STRATEGY & SYSTEM

    Total calculated
    $489,793
    From this org
    $435,345
    From related orgs
    $0
    Other
    $54,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,824
    Bonus
    $147,289
    Other
    $8,232
    Deferred
    $27,425
    Nontaxable benefits
    $27,023
    Filer's total
    $489,793

  • KATHRYN C ANASTASIO

    VP MARKETING

    Total calculated
    $158,263
    From this org
    $145,608
    From related orgs
    $0
    Other
    $12,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $99,807
    Bonus
    $39,871
    Other
    $5,930
    Deferred
    $12,107
    Nontaxable benefits
    $548
    Filer's total
    $158,263

  • LINDA K BORING

    VP MEMBER OPERATIONS

    Total calculated
    $285,292
    From this org
    $236,466
    From related orgs
    $0
    Other
    $48,826
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,082
    Bonus
    $48,739
    Other
    $4,645
    Deferred
    $20,382
    Nontaxable benefits
    $28,444
    Filer's total
    $285,292

  • LISA R GINTER

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $8,042,777
    From this org
    $1,701,999
    From related orgs
    $0
    Other
    $6,340,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $934,652
    Bonus
    $738,150
    Other
    $29,197
    Deferred
    $6,313,135
    Nontaxable benefits
    $27,643
    Filer's total
    $8,042,777

  • LORI TOP

    CHIEF OF STAFF

    Total calculated
    $309,834
    From this org
    $290,836
    From related orgs
    $0
    Other
    $18,998
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $45,596
    Bonus
    $124,275
    Other
    $120,965
    Deferred
    $14,649
    Nontaxable benefits
    $4,349
    Filer's total
    $309,834

  • MICHAEL H GARRETT

    VP TREASURER

    Total calculated
    $398,981
    From this org
    $341,312
    From related orgs
    $0
    Other
    $57,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,948
    Bonus
    $92,062
    Other
    $3,302
    Deferred
    $23,925
    Nontaxable benefits
    $33,744
    Filer's total
    $398,981

  • MICHAEL P HAGGERTY

    CHIEF OPERATING OFFICER/PRESIDENT CUSO

    Total calculated
    $1,560,173
    From this org
    $848,569
    From related orgs
    $0
    Other
    $711,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $521,256
    Bonus
    $314,724
    Other
    $12,589
    Deferred
    $685,899
    Nontaxable benefits
    $25,705
    Filer's total
    $1,560,173

  • NICHOLAS E REITZLER

    VP COMMERCIAL CREDIT OFFICER

    Total calculated
    $305,087
    From this org
    $258,903
    From related orgs
    $0
    Other
    $46,184
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,801
    Bonus
    $35,383
    Other
    $2,719
    Deferred
    $19,286
    Nontaxable benefits
    $26,898
    Filer's total
    $305,087

  • RAVI PERUMPARAMBIL

    CHIEF INFORMATION OFFICER

    Total calculated
    $1,723,533
    From this org
    $643,425
    From related orgs
    $0
    Other
    $1,080,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $395,743
    Bonus
    $237,242
    Other
    $10,440
    Deferred
    $1,049,461
    Nontaxable benefits
    $30,647
    Filer's total
    $1,723,533

  • RICHARD R SCHIER

    CHIEF MEMBER OFFICER

    Total calculated
    $1,136,589
    From this org
    $561,595
    From related orgs
    $0
    Other
    $574,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,818
    Bonus
    $209,747
    Other
    $19,030
    Deferred
    $540,892
    Nontaxable benefits
    $34,102
    Filer's total
    $1,136,589

  • SCOTT H STRICKLAND

    PRESIDENT INSURANCE SERVICES

    Total calculated
    $218,997
    From this org
    $190,330
    From related orgs
    $0
    Other
    $28,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,461
    Bonus
    $37,772
    Other
    $4,097
    Deferred
    $15,876
    Nontaxable benefits
    $12,791
    Filer's total
    $218,997

  • SUSAN R JOHNSON

    SVP MARKETING

    Total calculated
    $189,170
    From this org
    $171,900
    From related orgs
    $0
    Other
    $17,270
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,351
    Bonus
    $11,075
    Other
    $2,474
    Deferred
    $9,531
    Nontaxable benefits
    $7,739
    Filer's total
    $189,170

  • TERRY A HARLOW

    VP ENTERPRISE RISK MANAGEMENT

    Total calculated
    $38,237
    From this org
    $34,695
    From related orgs
    $0
    Other
    $3,542
    Hours/week
    40

  • TIMOTHY R SARACINI

    CHIEF FINANCIAL OFFICER

    Total calculated
    $3,231,723
    From this org
    $871,610
    From related orgs
    $0
    Other
    $2,360,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $531,818
    Bonus
    $327,827
    Other
    $11,965
    Deferred
    $2,327,369
    Nontaxable benefits
    $32,744
    Filer's total
    $3,231,723

  • WALTER W PIRNOT

    VP GENERAL COUNSEL

    Total calculated
    $454,098
    From this org
    $400,940
    From related orgs
    $0
    Other
    $53,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,303
    Bonus
    $109,790
    Other
    $4,847
    Deferred
    $25,654
    Nontaxable benefits
    $27,504
    Filer's total
    $454,098

  • WHITNEY A BARTELLI

    CHIEF MARKETING & STRATEGY OFFICER

    Total calculated
    $1,028,190
    From this org
    $542,426
    From related orgs
    $0
    Other
    $485,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $334,778
    Bonus
    $195,396
    Other
    $12,252
    Deferred
    $457,424
    Nontaxable benefits
    $28,340
    Filer's total
    $1,028,190

  • EDWIN L RAFFERTY

    SENIOR MORTGAGE CONSULTANT

    Total calculated
    $537,568
    From this org
    $482,668
    From related orgs
    $0
    Other
    $54,900
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    -$11,770
    Bonus
    $488,609
    Other
    $5,829
    Deferred
    $27,425
    Nontaxable benefits
    $27,475
    Filer's total
    $537,568

  • HEATH T BURCH

    PRIVATE WEALTH ADVISOR

    Total calculated
    $527,449
    From this org
    $474,158
    From related orgs
    $0
    Other
    $53,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,203
    Bonus
    $164,598
    Other
    $2,357
    Deferred
    $25,925
    Nontaxable benefits
    $27,366
    Filer's total
    $527,449

  • JASON D KEPLER

    SENIOR MORTGAGE CONSULTANT

    Total calculated
    $479,073
    From this org
    $418,092
    From related orgs
    $0
    Other
    $60,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    -$12,881
    Bonus
    $428,815
    Other
    $2,158
    Deferred
    $27,425
    Nontaxable benefits
    $33,556
    Filer's total
    $479,073

  • JEFFREY S VINEYARD

    PRIVATE WEALTH ADVISOR

    Total calculated
    $702,933
    From this org
    $644,288
    From related orgs
    $0
    Other
    $58,645
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,133
    Bonus
    $461,408
    Other
    $1,747
    Deferred
    $25,925
    Nontaxable benefits
    $32,720
    Filer's total
    $702,933

  • RANCE J CARLSON

    PRIVATE WEALTH ADVISOR

    Total calculated
    $703,214
    From this org
    $645,861
    From related orgs
    $0
    Other
    $57,353
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,376
    Bonus
    $461,406
    Other
    $2,079
    Deferred
    $25,925
    Nontaxable benefits
    $31,428
    Filer's total
    $703,214

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
Chartered aircraft travel is primarily limited to the CEO for business purposes. The organization does not include this in taxable income.
Schedule J, Part I, Line 1a Travel for companions
Spouses and/or significant others of Board Members travel with the Board to certain events. The expenses of those trips are treated as taxable compensation via 1099-NEC.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
CERTAIN OFFICERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN, AMOUNTS PAID, IF ANY, ARE INCLUDED IN COLUMN (C) OF SCHEDULE J, PART II: WHITNEY BARTELLI - $429,999 LISA GINTER - $6,285,710 MICHAEL HAGGERTY - $658,474 ANITA NEWTON - $589,400 RAVI PERUMPARAMBIL - $1,023,536 TIMOTHY SARACINI - $2,299,944 RICHARD SCHIER - $513,467 JUSTIN STEITZ - $407,561

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • TRUHOME SOLUTIONS LLC

    Related · MORTGAGE SERVICES · MO · 65.94% owned · share of income -$7,450,607 · share of assets $41,743,593 · general or managing partner

    Directly controlled by CUSO ONE LLC

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202403129349304215

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