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Nonprofiteer
← CROSSSTATE CREDIT UNION FOUNDATION

Form 990 for tax year 2024

Filed by CROSSSTATE CREDIT UNION FOUNDATION.

Totals

Total revenue
$611,991
Total expenses
$315,615
Contributions and grants received
$384,195
Grants paid
$155,105
Program service revenue
$96,905
Investment income
$38,185
Other revenue
$92,706
Total assets, end of year
$1,248,512
Total liabilities, end of year
$41,322
Net assets or fund balances, end of year
$1,207,190
Program services expenses (Part IX)
$250,337
Management and general expenses
$34,295
Fundraising expenses
$30,983
Program service expenses (Part III)
$250,337

Program services were 79.3% 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.

  • 1c · Fundraising events

    $20,706

  • 1f · All other contributions, gifts and grants

    $363,489

  • 2a · Program service revenue: TRAINING SESSIONS

    total $96,905 · related or exempt $96,905

  • 3 · Investment income

    total $38,185 · excluded $38,185

  • 8a · Fundraising events: gross income

    $108,892

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

    $20,706

  • 8b · Fundraising events: direct expenses

    $16,186

  • 8c · Net income from fundraising events

    total $92,706 · excluded $92,706

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $155,105 · program services $155,105

  • 11a · Fees: management

    total $74,538 · program services $43,232 · management and general $10,435 · fundraising $20,871

  • 11b · Fees: legal

    total $4,000 · management and general $4,000

  • 11c · Fees: accounting

    total $8,300 · management and general $8,300

  • 13 · Office expenses

    total $1,822 · program services $199 · management and general $145 · fundraising $1,478

  • 19 · Conferences, conventions and meetings

    total $47,399 · program services $47,399

  • 24a · Other expenses: OPERATIONAL EXPENSE

    total $8,502 · program services $1,700 · fundraising $6,802

  • 24b · Other expenses: STAFF TRAVEL AND TRAINING

    total $4,267 · program services $2,406 · management and general $147 · fundraising $1,714

  • 24c · Other expenses: GOVERNANCE

    total $1,822 · management and general $1,822

  • 24e · All other expenses

    total $9,860 · program services $296 · management and general $9,446 · fundraising $118

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $931,848 · end of year $1,240,449

  • 4 · Accounts receivable

    end of year $2,065

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,500 · end of year $5,998

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,134 · end of year $39,422

  • 19 · Deferred revenue

    beginning of year $5,400 · end of year $1,900

  • 27 · Net assets without donor restrictions

    beginning of year $829,905 · end of year $1,129,299

  • 28 · Net assets with donor restrictions

    beginning of year $80,909 · end of year $77,891

Mission and programs · 2024

Mission

TO SUPPORT THE SUCCESS OF CREDIT UNIONS AND THEIR POSITIVE IMPACT ON LOCAL COMMUNITIES THROUGH A SPIRIT OF COLLABORATION

  • TO PROVIDE SUPPORT FOR FINANCIAL EDUCATION, CREDIT UNION DEVELOPMENT AND DISASTER RELIEF.

    Expenses $250,337 · Grants $155,105 · Revenue $96,905

As filed on the 2024 return.

Listed in Part VII

  • Sue Ward-Diorio

    EXECUTIVE DI

    Total calculated
    $137,607
    From this org
    $0
    From related orgs
    $97,290
    Other
    $40,317
    Hours/week
    40

  • Jay Reed

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Mike Powers

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Traci Donahue

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Marc Vogel

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Scott Brunner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eileen Crean

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Garrett Garcia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristen Heisey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marie Holowka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Lyon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greg Minnich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Peterson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Soma Sarkar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Annemarie Shinn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Timothy Wojtaszek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Chizmadia

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Patrick Conway

    EX-OFFICIO

    Total calculated
    $747,546
    From this org
    $0
    From related orgs
    $681,354
    Other
    $66,192

    Schedule J breakdown matched by us

    Base
    not reported + $681,354 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $17,500 related
    Nontaxable benefits
    not reported + $48,692 related
    Filer's total
    not reported + $747,546 related

  • Erin Doan

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Wendy Kingsland

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Lauren McFall

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Chris Wasson

    EX-OFFICIO

    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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

  • FIRST CAPITAL FEDERAL CREDIT UNION

    $15,000

    ONLINE FINANCIAL EDU

  • PHEPLE FEDERAL CREDIT UNION

    $10,000

    FINANCIAL LIT. APP

  • EVERENCE FEDERAL CREDIT UNION

    $10,000

    FINANCIAL ED PROGRAM

  • MESSIAH BAPTIST FCU

    $10,000

    NEW TECHNOLOGY

  • FORT BILLINGS CREDIT UNION

    $9,175

    ONLINE FINANCIAL EDU

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PA NJ CU SOLUTIONS INC

    C CORP · SERVICES · PA

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.0
Source object
202513219349311431

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