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Nonprofiteer
← COMMUNITY AMERICA CREDIT UNION

Form 990 for tax year 2022

Filed by COMMUNITY AMERICA CREDIT UNION.

Totals

Total revenue
$219,877,972
Total expenses
$214,462,292
Contributions and grants received
$0
Grants paid
$1,051,519
Program service revenue
$222,332,678
Investment income
-$2,454,706
Other revenue
$0
Total assets, end of year
$4,688,271,234
Total liabilities, end of year
$4,298,069,726
Net assets or fund balances, end of year
$390,201,508
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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 $119,014,735 · related or exempt $119,014,735

  • 2b · Program service revenue: Service Fees

    total $79,813,030 · related or exempt $79,122,700 · unrelated business $690,330

  • 2c · Program service revenue: Other Operating Income

    total $3,578,096 · related or exempt $3,578,096

  • 2d · Program service revenue: Interest on Investments

    total $19,489,065 · related or exempt $19,489,065

  • 2e · Program service revenue: All other program service revenue

    total $437,752 · related or exempt $3,401,317 · unrelated business -$2,963,565

  • 3 · Investment income

    total $0

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $43,167,399

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

    securities $45,622,105

  • 7c · Gain or loss

    securities -$2,454,706

  • 7d · Net gain or loss

    total -$2,454,706 · related or exempt -$2,454,706

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,051,519

  • 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 $18,779,950

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $48,853,008

  • 8 · Pension plan contributions

    total $4,983,266

  • 9 · Other employee benefits

    total $6,138,900

  • 10 · Payroll taxes

    total $4,464,795

  • 11a · Fees: management

    total $109,929

  • 11b · Fees: legal

    total $448,653

  • 11c · Fees: accounting

    total $242,365

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $2,700

  • 11g · Fees: other

    total $18,999,426

  • 12 · Advertising and promotion

    total $14,399,436

  • 13 · Office expenses

    total $9,987,494

  • 14 · Information technology

    total $14,682,636

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $5,696,145

  • 17 · Travel

    total $509,324

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $179,609

  • 20 · Interest

    total $28,452,238

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $6,441,935

  • 23 · Insurance

    total $641,828

  • 24a · Other expenses: Provision for Loan Loss

    total $9,393,215

  • 24b · Other expenses: Miscellaneous Operation

    total $9,654,375

  • 24c · Other expenses: Loan Servicing

    total $9,485,254

  • 24d · Other expenses: Dues and Subscriptions

    total $862,763

  • 24e · All other expenses

    total $1,529

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $47,041,114 · end of year $79,575,141

  • 2 · Savings and temporary cash investments

    beginning of year $514,613,671 · end of year $40,302,753

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $829,578 · end of year $55,990

  • 5 · Loans and receivables from officers and key people

    beginning of year $2,531,815 · end of year $3,408,799

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $2,666,771,949 · end of year $2,924,615,463

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,561,108 · end of year $7,527,111

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

    $130,831,468

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

    $65,042,528

  • 10c · Land, buildings and equipment, net

    beginning of year $62,388,690 · end of year $65,788,940

  • 11 · Investments: publicly traded securities

    beginning of year $981,310,957 · end of year $1,413,279,026

  • 12 · Investments: other securities

    beginning of year $59,031,662 · end of year $62,790,129

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

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

  • 15 · Other assets

    beginning of year $69,181,936 · end of year $90,890,382

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,514,898 · end of year $13,665,349

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $444,844 · end of year $4,097,730

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $3,900,118,681 · end of year $4,099,791,000

  • 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 $10,000,000 · end of year $110,000,000

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $46,324,679 · end of year $70,515,647

  • 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 $437,896,878 · end of year $390,201,508

Mission and programs · 2022

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 NEARLY 291,482 MEMBERS, INCLUDING MORE THAN 148,007 LOANS OUTSTANDING AT 12.31.22, MORE THAN 35,127 LOANS GRANTED FY 2022, COMPETITIVE RATES OFFERED TO MEMBERS, AND 683,439 DEPOSIT ACCOUNTS AT COMPETITIVE YIELDS.

As filed on the 2022 return.

Listed in Part VII

  • LISA R GINTER

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $3,967,573
    From this org
    $1,516,725
    From related orgs
    $0
    Other
    $2,450,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $860,479
    Bonus
    $628,150
    Other
    $28,096
    Deferred
    $2,425,113
    Nontaxable benefits
    $25,735
    Filer's total
    $3,967,573

  • TIMOTHY R SARACINI

    CHIEF FINANCIAL OFFICER

    Total calculated
    $3,226,944
    From this org
    $1,798,773
    From related orgs
    $0
    Other
    $1,428,171
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $472,458
    Bonus
    $316,165
    Other
    $1,010,150
    Deferred
    $1,395,538
    Nontaxable benefits
    $32,633
    Filer's total
    $3,226,944

  • MICHAEL P HAGGERTY

    PRESIDENT/COO - CUSO ONE

    Total calculated
    $1,477,511
    From this org
    $770,160
    From related orgs
    $0
    Other
    $707,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $472,868
    Bonus
    $295,312
    Other
    $1,980
    Deferred
    $676,360
    Nontaxable benefits
    $30,991
    Filer's total
    $1,477,511

  • RICHARD R SCHIER

    CHIEF MEMBER OFFICER

    Total calculated
    $1,271,000
    From this org
    $665,385
    From related orgs
    $0
    Other
    $605,615
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,887
    Bonus
    $195,897
    Other
    $180,601
    Deferred
    $573,974
    Nontaxable benefits
    $31,641
    Filer's total
    $1,271,000

  • ANITA NEWTON

    CHIEF INNOVATION OFFICER

    Total calculated
    $1,154,347
    From this org
    $702,648
    From related orgs
    $0
    Other
    $451,699
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,247
    Bonus
    $179,862
    Other
    $152,539
    Deferred
    $422,634
    Nontaxable benefits
    $29,065
    Filer's total
    $1,154,347

  • RAVI PERUMPARAMBIL

    CHIEF INFORMATION OFFICER

    Total calculated
    $981,928
    From this org
    $875,126
    From related orgs
    $0
    Other
    $106,802
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,865
    Bonus
    $216,781
    Other
    $324,480
    Deferred
    $77,464
    Nontaxable benefits
    $29,338
    Filer's total
    $981,928

  • JUSTIN R STEITZ

    PRESIDENT COPPER FINANCIAL

    Total calculated
    $797,661
    From this org
    $457,499
    From related orgs
    $0
    Other
    $340,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,384
    Bonus
    $165,212
    Other
    $1,903
    Deferred
    $308,867
    Nontaxable benefits
    $31,295
    Filer's total
    $797,661

  • WHITNEY A BARTELLI

    CHIEF MARKETING & STRATEGY OFF

    Total calculated
    $783,696
    From this org
    $485,384
    From related orgs
    $0
    Other
    $298,312
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,337
    Bonus
    $190,627
    Other
    $2,420
    Deferred
    $272,018
    Nontaxable benefits
    $26,294
    Filer's total
    $783,696

  • EDWIN RAFFERTY

    SENIOR MORTGAGE CONSULTANT

    Total calculated
    $706,575
    From this org
    $653,258
    From related orgs
    $0
    Other
    $53,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    -$12,149
    Bonus
    $660,655
    Other
    $4,752
    Deferred
    $27,000
    Nontaxable benefits
    $26,317
    Filer's total
    $706,575

  • RANCE CARLSON

    PRIVATE WEALTH ADVISOR

    Total calculated
    $619,447
    From this org
    $563,104
    From related orgs
    $0
    Other
    $56,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,544
    Bonus
    $379,573
    Other
    $987
    Deferred
    $27,000
    Nontaxable benefits
    $29,343
    Filer's total
    $619,447

  • JEFFREY VINEYARD

    PRIVATE WEALTH ADVISOR

    Total calculated
    $618,471
    From this org
    $561,314
    From related orgs
    $0
    Other
    $57,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,456
    Bonus
    $379,200
    Other
    $658
    Deferred
    $26,798
    Nontaxable benefits
    $30,359
    Filer's total
    $618,471

  • JASON KEPLER

    SENIOR MORTGAGE CONSULTANT

    Total calculated
    $527,309
    From this org
    $468,946
    From related orgs
    $0
    Other
    $58,363
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    -$12,701
    Bonus
    $480,567
    Other
    $1,080
    Deferred
    $27,000
    Nontaxable benefits
    $31,363
    Filer's total
    $527,309

  • ELIZABETH LEWIS

    SVP CONSUMER & COMMERCIAL BANK

    Total calculated
    $488,034
    From this org
    $436,869
    From related orgs
    $0
    Other
    $51,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,732
    Bonus
    $158,669
    Other
    $5,468
    Deferred
    $25,737
    Nontaxable benefits
    $25,428
    Filer's total
    $488,034

  • KARL GEISLER

    SVP DIGITAL STRATEGY & SYSTEM

    Total calculated
    $461,593
    From this org
    $409,759
    From related orgs
    $0
    Other
    $51,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,143
    Bonus
    $148,084
    Other
    $1,532
    Deferred
    $27,000
    Nontaxable benefits
    $24,834
    Filer's total
    $461,593

  • HEATH BURCH

    PRIVATE WEALTH ADVISOR

    Total calculated
    $443,717
    From this org
    $391,674
    From related orgs
    $0
    Other
    $52,043
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,020
    Bonus
    $86,145
    Other
    $1,509
    Deferred
    $27,000
    Nontaxable benefits
    $25,043
    Filer's total
    $443,717

  • JULIA SCHALLER

    SVP HUMAN RESOURCES

    Total calculated
    $440,832
    From this org
    $385,993
    From related orgs
    $0
    Other
    $54,839
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,073
    Bonus
    $135,676
    Other
    $2,244
    Deferred
    $27,000
    Nontaxable benefits
    $27,839
    Filer's total
    $440,832

  • WALTER PIRNOT

    VP GENERAL COUNSEL

    Total calculated
    $428,972
    From this org
    $386,586
    From related orgs
    $0
    Other
    $42,386
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,743
    Bonus
    $128,950
    Other
    $23,893
    Deferred
    $17,081
    Nontaxable benefits
    $25,305
    Filer's total
    $428,972

  • CARRIE O'CONNOR

    SVP CHIEF LENDING OFFICER

    Total calculated
    $395,103
    From this org
    $346,960
    From related orgs
    $0
    Other
    $48,143
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,707
    Bonus
    $108,550
    Other
    $1,703
    Deferred
    $23,391
    Nontaxable benefits
    $24,752
    Filer's total
    $395,103

  • MICHAEL GARRETT

    VP TREASURER

    Total calculated
    $365,262
    From this org
    $311,143
    From related orgs
    $0
    Other
    $54,119
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,429
    Bonus
    $100,225
    Other
    $22,489
    Deferred
    $22,878
    Nontaxable benefits
    $31,241
    Filer's total
    $365,262

  • AMY DOLL

    SVP ACCOUNTING & FINANCE SVCS

    Total calculated
    $347,535
    From this org
    $299,094
    From related orgs
    $0
    Other
    $48,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,154
    Bonus
    $108,935
    Other
    $2,005
    Deferred
    $21,041
    Nontaxable benefits
    $27,400
    Filer's total
    $347,535

  • JAI SHANKAR

    VP DATA, CRM & INTEGRATION

    Total calculated
    $323,082
    From this org
    $275,773
    From related orgs
    $0
    Other
    $47,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,230
    Bonus
    $63,600
    Other
    $2,943
    Deferred
    $20,448
    Nontaxable benefits
    $26,861
    Filer's total
    $323,082

  • LINDA BORING

    VP MEMBER OPERATIONS

    Total calculated
    $278,512
    From this org
    $230,889
    From related orgs
    $0
    Other
    $47,623
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,199
    Bonus
    $54,145
    Other
    $3,545
    Deferred
    $20,646
    Nontaxable benefits
    $26,977
    Filer's total
    $278,512

  • ALYSSA AKERS

    VP RISK & BUSI ADMINISTRATOR

    Total calculated
    $254,018
    From this org
    $225,165
    From related orgs
    $0
    Other
    $28,853
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,158
    Bonus
    $51,458
    Other
    $549
    Deferred
    $13,841
    Nontaxable benefits
    $15,012
    Filer's total
    $254,018

  • KATHRYN ANASTASIO

    VP MARKETING

    Total calculated
    $237,470
    From this org
    $206,632
    From related orgs
    $0
    Other
    $30,838
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,885
    Bonus
    $46,108
    Other
    $1,639
    Deferred
    $15,419
    Nontaxable benefits
    $15,419
    Filer's total
    $237,470

  • AMY RUSH

    GENERAL COUNSEL CUSO ONE

    Total calculated
    $235,355
    From this org
    $207,620
    From related orgs
    $0
    Other
    $27,735
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,526
    Bonus
    $4,075
    Other
    $1,019
    Deferred
    $12,135
    Nontaxable benefits
    $15,600
    Filer's total
    $235,355

  • SCOTT STRICKLAND

    PRESIDENT INSURANCE SERVICES

    Total calculated
    $205,376
    From this org
    $180,166
    From related orgs
    $0
    Other
    $25,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,749
    Bonus
    $42,241
    Other
    $2,176
    Deferred
    $13,483
    Nontaxable benefits
    $11,727
    Filer's total
    $205,376

  • LORI TOP

    CHIEF OF STAFF

    Total calculated
    $186,097
    From this org
    $159,449
    From related orgs
    $0
    Other
    $26,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,263
    Bonus
    $4,075
    Other
    $1,111
    Deferred
    $9,798
    Nontaxable benefits
    $16,850
    Filer's total
    $186,097

  • NICHOLAS REITZLER

    VP COMMERCIAL CREDIT OFFICER

    Total calculated
    $159,261
    From this org
    $136,315
    From related orgs
    $0
    Other
    $22,946
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,352
    Bonus
    $4,150
    Other
    $813
    Deferred
    $8,372
    Nontaxable benefits
    $14,574
    Filer's total
    $159,261

  • KEVIN LINDE

    VP MEMBER SERVICE CENTERS

    Total calculated
    $144,727
    From this org
    $118,341
    From related orgs
    $0
    Other
    $26,386
    Hours/week
    40

  • AMY GROTHAUS

    SVP COMMUNITY DEVELOPMENT

    Total calculated
    $121,330
    From this org
    $113,287
    From related orgs
    $0
    Other
    $8,043
    Hours/week
    40

  • KENNETH TORGLER

    VP COMMERCIAL CREDIT OFFICER

    Total calculated
    $46,731
    From this org
    $44,086
    From related orgs
    $0
    Other
    $2,645
    Hours/week
    40

  • MELANIE COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KERRY DOMKE

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • STEVE KROPP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALAN LOWDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY MCANARNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID SHEPARD

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TRENT SKAGGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALOK SRIVASTAVA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD WETZEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOE WILLIAMS

    SUPERVISORY COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • HAL BENTLEY

    SUPERVISORY COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSHUA JOHNSON

    SUPERVISORY COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • TRACY CHRISTIAN

    SUPERVISORY COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • DEAN NEWTON

    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

  • 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 · 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

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A
COMMUNITYAMERICA PROVIDED TRAVEL FOR COMPANIONS FOR RAVI PERUMPARAMBIL, WHITNEY BARTELLI, RICHARD SCHIER, TIMOTHY SARACINI AND SCOTT STRICKLAND. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION TO THE PERSON LISTED.
SCHEDULE J, PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, THE AMOUNTS ARE INCLUDED IN THE COLUMN (C) OF SCHEDULE J, PART II: LISA GINTER $ 2,398,113 TIM SARACINI $ 1,368,538 RAVI PERUMPARAMBIL $ 50,464 RICK SCHIER $ 546,974 MICHAEL HAGGERTY $ 649,360 JUSTIN STEITZ $ 289,206 ANITA NEWTON $ 404,146 WHITNEY BARTELLI $ 245,018

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 SERV · MO · 65.935% owned · share of income -$4,483,834 · share of assets $39,891,615 · general or managing partner

    Directly controlled by CUSO ONE LLC

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202322849349301752

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

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