Form 990 for tax year 2023
Filed by NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS INC.
What the amendment changed
Compared with the return it replaced , filed 22 November 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) 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 revenue
- $24,843,212 changed to $0
- Total expenses
- $23,429,637 changed to $0
- Contributions and grants received
- $884,811 changed to $0
- Grants paid
- $206,273 changed to $0
- Program service revenue
- $22,970,758 changed to $0
- Investment income
- $664,947 changed to $0
- Other revenue
- $322,696 changed to $0
- Total assets, end of year
- $32,647,025 changed to $0
- Total liabilities, end of year
- $16,562,210 changed to $0
- Net assets or fund balances, end of year
- $16,084,815 changed to $0
Listed only on the earlier return
- Ann PetrosANN PETROS
- Brad ThalerBRAD THALER
- Carol BrowneCAROL BROWNE
- Catherine PorterfieldCATHERINE PORTERFIELD
- Gregory JohnsGREGORY JOHNS
- Gregory MesackGREGORY MESACK
Totals
- Total revenue
- $0
- Total expenses
- $0
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- 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.
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,239,292 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $12,407,135 · end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $196,249 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $2,527,230 · end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $271,016 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10c · Land, buildings and equipment, net
beginning of year $2,565,823 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $8,803,943 · end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $636,337 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $5,835,366
-
19 · Deferred revenue
beginning of year $10,076,158
-
25 · Other liabilities
beginning of year $650,686 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $12,686,944 · end of year $0
-
28 · Net assets with donor restrictions
beginning of year $3,397,871 · end of year $0
Mission and programs · 2023
Mission
TO STRENGTHEN CREDIT UNIONS BY PROVIDING THE BEST FEDERAL ADVOCACY, EDUCATION AND COMPLIANCE ASSISTANCE IN THE INDUSTRY.
-
N/A - FINAL YEAR WITH NO PROGRAM ACTIVITY
As filed on the 2023 return.
Listed in Part VII
-
Gary A GrinnellGARY A GRINNELL
CHAIR
- Total calculated
- $0
- Hours/week
- 10 + 1 related
-
Brian T SchoolsBRIAN T SCHOOLS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 10 + 1 related
-
Karen C HarbinKAREN C HARBIN
TREASURER
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Lonnie NicholsonLONNIE NICHOLSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 5 + 1 related
-
Melanie KennedyMELANIE KENNEDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frank ManciniFRANK MANCINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen RosalesKAREN ROSALES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie SherroddSTEPHANIE SHERRODD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Keith SultemeierKEITH SULTEMEIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eli VazquezELI VAZQUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Whitney AndersonWHITNEY ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
B Daniel BergerB DANIEL BERGER
PRESIDENT/CEO
- Total calculated
- $0
- Hours/week
- 40
-
Anthony DemangoneANTHONY DEMANGONE
EVP/COO
- Total calculated
- $0
- Hours/week
- 40
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.
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.
-
NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS FOUNDATION
501(C)(3) · TO PROMOTE THE CHARITABLE, LITERARY, EDUCATIONAL, AND HUMANITARIAN CAUSES · VA
-
NAFCU POLITICAL ACTION COMMITTEE
527 · POLITICAL ACTIVITIES · VA
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
CREDIT UNION NATIONAL ASSOCIATION INC
$20,369,906
Liquidation · CASH $17,646,427ACCT. REC. $196,249LOAN REC. $2,527,230 · Jan 1, 2024 · 501(C)(6)
-
CREDIT UNION NATIONAL ASSOCIATION INC
$2,836,839
Liquidation · PREPAID EXPENSES $271,016PROPERTY & EQUIPMENT $2,565,823 · Jan 1, 2024 · 501(C)(6)
-
CREDIT UNION NATIONAL ASSOCIATION INC
$9,440,280
Liquidation · INVESTMENTS $8,803,943OTHER ASSETS $636,337 · Jan 1, 2024 · 501(C)(6)
-
CREDIT UNION NATIONAL ASSOCIATION INC
-$15,911,524
Liquidation · ACCOUNTS PAYABLE $5,835,366DEFERRED REVENUE $10,076,158 · Jan 1, 2024 · 501(C)(6)
-
CREDIT UNION NATIONAL ASSOCIATION INC
-$650,686
Liquidation · DEFERRED COMPENSATION $552,108LEASE LIABILITIES $84,229TENANT DEPOSITIONS $14,349 · Jan 1, 2024 · 501(C)(6)
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423519349300732
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