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Nonprofiteer
← GESA COMMUNITY FOUNDATION

Form 990 for tax year 2024

Filed by GESA COMMUNITY FOUNDATION.

Totals

Total revenue
$538,049
Total expenses
$507,799
Contributions and grants received
$536,549
Grants paid
$506,069
Program service revenue
$0
Investment income
$0
Other revenue
$1,500
Total assets, end of year
$490,866
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$490,866
Program services expenses (Part IX)
$506,069
Management and general expenses
$1,730
Fundraising expenses
$0
Program service expenses (Part III)
$506,069

Program services were 99.7% 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.

  • 1d · Related organizations

    $521,521

  • 1f · All other contributions, gifts and grants

    $15,028

  • 11a · Other revenue: GRANT REFUND

    total $1,500 · related or exempt $1,500

  • 11e · Other revenue, total

    $1,500

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $506,069 · program services $506,069

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 24a · Other expenses: BOOKS AND SUBSCRIPTIONS

    total $380 · management and general $380

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $192 · management and general $192

  • 24c · Other expenses: INTERCHANGE EXPENSE

    total $158 · management and general $158

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $173,113 · end of year $226,545

  • 2 · Savings and temporary cash investments

    beginning of year $10 · end of year $10

  • 4 · Accounts receivable

    beginning of year $287,493 · end of year $264,311

  • 27 · Net assets without donor restrictions

    beginning of year $431,549 · end of year $223,434

  • 28 · Net assets with donor restrictions

    beginning of year $29,067 · end of year $267,432

Mission and programs · 2024

Mission

THE FOUNDATION'S CHARITABLE PURPOSE IS IMPROVING THE LIVES OF ITS COMMUNITY MEMBERS AND THE COMMUNITIES IT SERVES BY SUPPORTING ORGANIZATIONS THAT FOCUS ON PROJECTS THAT SUPPORT SCHOOLS, LOCAL HEROES, FINANCIAL WELLNESS/EDUCATION, AND GENERAL COMMUNITY SUSTAINABILITY.

Activities or mission (Part I)

THE MISSION OF THE FOUNDATION IS PROVIDING CHARITABLE, EDUCATIONAL AND COMMUNITY SUPPORT SERVICES AND ACTIVITIES FOR IMPROVING THE LIVES OF MEMBERS OF GESA CREDIT UNION AND THEIR FAMILIES AND COMMUNITIES.

  • GRANT ADMINISTRATION: THE FOUNDATION WILL PRIMARILY FOCUS ON FULFILLING COMMUNITY CHARITABLE GIVING GOALS AND GRANT REQUESTS FROM NON-PROFIT ORGANIZATIONS IN THE COMMUNITIES THAT IT SERVES.

    Expenses $506,069 · Grants $506,069

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BENJAMIN RUTLEDGE

    VICE CHAIR

    Total calculated
    $697,856
    From this org
    $0
    From related orgs
    $598,601
    Other
    $99,255
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,534 related
    Bonus
    $0 + $73,456 related
    Other
    $0 + $269,611 related
    Deferred
    $0 + $83,382 related
    Nontaxable benefits
    $0 + $15,873 related
    Filer's total
    $0 + $697,856 related

  • PATSY GAYDA

    BOARD CHAIR

    Total calculated
    $131,368
    From this org
    $0
    From related orgs
    $116,965
    Other
    $14,403
    Hours/week
    0.5

  • AMBER MERRILL

    ASSOCIATE BOARD MEMBER

    Total calculated
    $83,993
    From this org
    $0
    From related orgs
    $74,948
    Other
    $9,045
    Hours/week
    0.5

  • KIMBERLY HEADLEY

    SECRETARY

    Total calculated
    $119,139
    From this org
    $0
    From related orgs
    $96,603
    Other
    $22,536
    Hours/week
    0.5

  • ANDREW CHUNG

    BOARD MEMBER

    Total calculated
    $479,887
    From this org
    $0
    From related orgs
    $302,453
    Other
    $177,434
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,105 related
    Bonus
    $0 + $30,648 related
    Other
    $0 + $12,700 related
    Deferred
    $0 + $155,845 related
    Nontaxable benefits
    $0 + $21,589 related
    Filer's total
    $0 + $479,887 related

  • JAMES ROTHWELL

    TREASURER

    Total calculated
    $237,613
    From this org
    $0
    From related orgs
    $196,985
    Other
    $40,628
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $182,643 related
    Bonus
    $0 + $13,868 related
    Other
    $0 + $474 related
    Deferred
    $0 + $25,323 related
    Nontaxable benefits
    $0 + $15,305 related
    Filer's total
    $0 + $237,613 related

  • DERREL EBERT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

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

The filer's explanations (Part III)

PART I, LINE 3
ALL BOARD MEMBERS ARE EMPLOYEES OF GESA CREDIT UNION AND COMPENSATION IS DETERMINED BY HR BASED UPON COMPARABLE COMPENSATION DATA.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
15 November 2025
IRS schema version
2024v5.2
Source object
202543219349308999

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

The source document this was parsed from is served over the API, which is where bulk and document access live.