What the amendment changed
Compared with the return it replaced , filed 11 August 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total expenses
- $1,630,628 changed to $1,686,814
- Total assets, end of year
- $7,412,346 changed to $5,943,081
- Net assets or fund balances, end of year
- $6,140,300 changed to $4,671,035
- Program services expenses
- $1,087,032 changed to $1,143,218
- Program service expenses (Part III)
- $1,087,032 changed to $1,143,218
Totals
- Total revenue
- $1,815,171
- Total expenses
- $1,686,814
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,776,927
- Investment income
- $38,244
- Other revenue
- $0
- Total assets, end of year
- $5,943,081
- Total liabilities, end of year
- $1,272,046
- Net assets or fund balances, end of year
- $4,671,035
- Program services expenses (Part IX)
- $1,143,218
- Management and general expenses
- $543,596
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,143,218
Program services were 67.8% 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.
-
2a · Program service revenue: Membership Dues
total $1,077,783 · related or exempt $1,077,783
-
2b · Program service revenue: Seminars
total $590,792 · related or exempt $590,792
-
2c · Program service revenue: CUCB Management Fees
total $71,897 · related or exempt $71,897
-
2d · Program service revenue: Other Income
total $36,455 · related or exempt $36,455
-
3 · Investment income
total $38,244 · related or exempt $38,244
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $598,979 · program services $389,337 · management and general $209,642
-
9 · Other employee benefits
total $139,912 · program services $90,943 · management and general $48,969
-
16 · Occupancy
total $33,865 · program services $16,933 · management and general $16,932
-
17 · Travel
total $39,996 · program services $25,997 · management and general $13,999
-
24a · Other expenses: Convention
total $299,382 · program services $299,382
-
24b · Other expenses: Other Professional Fees
total $208,839 · program services $62,652 · management and general $146,187
-
24c · Other expenses: Office Operations
total $83,958 · program services $41,979 · management and general $41,979
-
24d · Other expenses: Education Expenses
total $150,904 · program services $150,904
-
24e · All other expenses
total $130,979 · program services $65,091 · management and general $65,888
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,091,460 · end of year $1,236,796
-
2 · Savings and temporary cash investments
end of year $3,574,000
-
4 · Accounts receivable
beginning of year $693,743 · end of year $208,316
-
7 · Other notes and loans receivable
end of year $771,351
-
9 · Prepaid expenses and deferred charges
beginning of year $114,217 · end of year $150,448
-
12 · Investments: other securities
beginning of year $1,000 · end of year $1,000
-
15 · Other assets
beginning of year $107,409 · end of year $1,170
-
17 · Accounts payable and accrued expenses
beginning of year $193,893 · end of year $158,653
-
19 · Deferred revenue
beginning of year $172,790 · end of year $789,816
-
25 · Other liabilities
beginning of year $98,469 · end of year $323,577
-
27 · Net assets without donor restrictions
beginning of year $4,473,214 · end of year $4,601,572
-
28 · Net assets with donor restrictions
beginning of year $69,463 · end of year $69,463
Mission and programs · 2022
Mission
Services to Credit Unions
-
Services to Credit Unions
Expenses $1,143,218 · Revenue $1,776,927
As filed on the 2022 return.
Listed in Part VII
-
Robert Gallman
President & CEO
- Total calculated
- $128,846
- From this org
- $1,995
- From related orgs
- $126,851
- Other
- $0
- Hours/week
- 20
-
Matthew S Rookard
CEO
- Total calculated
- $53,383
- From this org
- $0
- From related orgs
- $53,383
- Other
- $0
- Hours/week
- 20 + 40 related
-
Steven M Liberto
CEO
- Total calculated
- $51,651
- From this org
- $0
- From related orgs
- $51,651
- Other
- $0
- Hours/week
- 20 + 40 related
-
Cindy Sansing
Director
- Total calculated
- $0
- Hours/week
- 2
-
Pam Stelly
Director
- Total calculated
- $0
- Hours/week
- 2
-
Glenda Rushe
Director
- Total calculated
- $0
- Hours/week
- 2
-
Joshua Poole
Director
- Total calculated
- $0
- Hours/week
- 2
-
Lindsay Risinger
Director
- Total calculated
- $0
- Hours/week
- 2
-
Rhonda Hotard
Director
- Total calculated
- $0
- Hours/week
- 2
-
Rodney Parker
Director
- Total calculated
- $0
- Hours/week
- 2
-
Chris Chelette
Director
- Total calculated
- $0
- Hours/week
- 2
-
Steve Webb
Director
- Total calculated
- $0
- Hours/week
- 2
-
Brian Burton
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jim Perkins
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ken Gardner
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tyler Grodi
Director
- Total calculated
- $0
- Hours/week
- 2
-
Judy Delucca
Director
- Total calculated
- $0
- Hours/week
- 2
-
Joyce Butler
Director
- Total calculated
- $0
- Hours/week
- 2
-
Helen Delin
Director
- Total calculated
- $0
- Hours/week
- 2
-
Lawoka Bolden
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ann Brewer
Director
- Total calculated
- $0
- Hours/week
- 2
-
Chris Maurer
Director
- Total calculated
- $0
- Hours/week
- 2
-
Patrick Gullatt
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tina Lewis
Director
- Total calculated
- $0
- Hours/week
- 2
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
No itemized grants to organizations on this return.
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Louisiana Credit Union Service
C Corp · Services-Credit Unions · LA · 100% owned
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410339349300221
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