Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $75,832

• 1d · Related organizations

  $135,500

• 1f · All other contributions, gifts and grants

  $903,439

• 3 · Investment income

  total $129,715 · excluded $129,715

• 7a · Gross sales of assets other than inventory

  securities $1,583,953

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

  securities $1,536,241

• 7c · Gain or loss

  securities $47,712

• 7d · Net gain or loss

  total $47,712 · excluded $47,712

• 8a · Fundraising events: gross income

  $0

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

  $75,832

• 8b · Fundraising events: direct expenses

  $65,580

• 8c · Net income from fundraising events

  total -$65,580 · excluded -$65,580

• 10a · Gross sales of inventory

  $47,658

• 10b · Cost of goods sold

  $124,350

• 10c · Net income from sales of inventory

  total -$76,692 · related or exempt -$76,692

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $892,184 · program services $892,184

• 11c · Fees: accounting

  total $47,396 · management and general $47,396

• 11g · Fees: other

  total $80,979 · program services $80,979

• 13 · Office expenses

  total $9,942 · program services $9,412 · management and general $530

• 14 · Information technology

  total $12,727 · management and general $12,727

• 16 · Occupancy

  total $19,416 · program services $19,416

• 17 · Travel

  total $66,403 · program services $66,403

• 19 · Conferences, conventions and meetings

  total $15,367 · program services $15,367

• 22 · Depreciation, depletion and amortization

  total $465 · program services $465

• 24a · Other expenses: SALARY ALLOCATION

  total $158,529 · program services $158,529

• 24b · Other expenses: MISC EXPENSE

  total $12,819 · program services $12,819

• 24c · Other expenses: LICENSE FEES

  total $3,746 · program services $3,746

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $1,349,573 · end of year $1,259,332

• 4 · Accounts receivable

  beginning of year $16,208 · end of year $23,500

• 9 · Prepaid expenses and deferred charges

  end of year $6,804

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

  $5,582

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

  $5,582

• 10c · Land, buildings and equipment, net

  beginning of year $465 · end of year $0

• 11 · Investments: publicly traded securities

  beginning of year $3,100,362 · end of year $3,421,997

• 15 · Other assets

  beginning of year $25,377 · end of year $31,949

• 17 · Accounts payable and accrued expenses

  beginning of year $68,561 · end of year $219,398

• 25 · Other liabilities

  beginning of year $62,138 · end of year $135,871

• 27 · Net assets without donor restrictions

  beginning of year $2,540,307 · end of year $2,567,334

• 28 · Net assets with donor restrictions

  beginning of year $1,820,979 · end of year $1,820,979

The filer's explanations (Part III)

PART I, LINE 4B

PATRICK LA PINE HAD DEFERRED NONQUALIFIED RETIREMENT CONTRIBUTIONS OF $54,285 IN 2024. STEVEN J. SCHWARTZ HAD DEFERRED NONQUALIFIED RETIREMENT CONTRIBUTIONS OF $250,000 IN 2024. SAMANTHA BEELER HAD DEFERRED NONQUALIFIED RETIREMENT CONTRIBUTIONS OF $101,468 IN 2024.

Related partnerships

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

• AFFILIATES CONSOLIDATED SERVICES LLC

  N/A · HOLDING CO · FL · share of income $6,936,139 · share of assets $50,786,060

Related corporations and trusts

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

• CREDIT UNION VENDOR MANAGEMENT

  C · FNCL SVCS · FL

• COMMON BOND TITLE OF FL

  C · TITLE SVCS · FL

• LEVERAGE BUSINESS LENDING LLC

  C · FNCL SVCS · FL

• CU AUDIT AND COMPLIANCE GROUP

  C · FNCL SVCS · FL

• CSI ASSETS LLC

  C · FNCL SVCS · FL

• MEMBERS ATM ALLIANCE LLC

  C · FNCL SVCS · FL

• LEVERAGE PAYMENT SOLUTIONS

  C · FNCL SVCS · FL

• GROWTH BY DESIGN INC

  C · FNCL SVCS · FL

• COMMON BOND TITLE LLC

  C · FNCL SVCS · FL

• SHARED COOPERATIVE SERVICES LLC

  C · FNCL SVCS · FL

• GETTINGAHEAD ASSOCIATION INC

  C · FNCL EDUCATION · GA

• LSCU SERVICE CORPORATION INC

  C · FNCL SVCS · FL

• GEORGIA CREDIT UNION AFFILIATES

  C · FNCL SVCS · FL